Sutton Wealth Advisors Inc. current holdings: USA Stocks
Sutton Wealth Advisors Inc. reported $0.10 billion in share positions in stocks (listed in the US), 636 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are AAPL, LECO, ABBV.
- HCI: Country of operation United States; Class Stock; Shares 1,635; Value $88,764.
- DHR: Country of operation United States; Class Stock; Shares 347; Value $86,091.
- HUM: Country of operation United States; Class Stock; Shares 176; Value $85,628.
- WM: Country of operation United States; Class Stock; Shares 554; Value $84,452.
Form 13F-HR as filed (SEC CIK 1999828): quarter ended 2023-09-30, filed 2023-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| HCI HCI GROUP INC COM | United States | Stock | 1,635 | $88,764 | 0.09% | 2023-09-30 | 2023-11-08 | +225.09% |
| DHR DANAHER CORPORATION COM | United States | Stock | 347 | $86,091 | 0.09% | 2023-09-30 | 2023-11-08 | +2.80% |
| HUM HUMANA INC COM | United States | Stock | 176 | $85,628 | 0.09% | 2023-09-30 | 2023-11-08 | -20.48% |
| WM WASTE MGMT INC DEL COM | United States | Stock | 554 | $84,452 | 0.08% | 2023-09-30 | 2023-11-08 | +35.85% |
| CSX CSX CORP COM | United States | Stock | 2,652 | $81,549 | 0.08% | 2023-09-30 | 2023-11-08 | +52.62% |
| DIS DISNEY WALT CO COM | United States | Stock | 991 | $80,321 | 0.08% | 2023-09-30 | 2023-11-08 | +30.06% |
| ED CONSOLIDATED EDISON INC COM | United States | Stock | 920 | $78,688 | 0.08% | 2023-09-30 | 2023-11-08 | +20.81% |
| GWW GRAINGER W W INC COM | United States | Stock | 111 | $76,794 | 0.08% | 2023-09-30 | 2023-11-08 | +80.49% |
| BA BOEING CO COM | United States | Stock | 395 | $75,714 | 0.08% | 2023-09-30 | 2023-11-08 | -2.09% |
| SLB SCHLUMBERGER LTD COM STK | Stock | 1,293 | $75,382 | 0.08% | 2023-09-30 | 2023-11-08 | -14.46% | |
| MU MICRON TECHNOLOGY INC COM | United States | Stock | 1,082 | $73,608 | 0.07% | 2023-09-30 | 2023-11-08 | +1465.60% |
| O REALTY INCOME CORP COM | United States | REIT | 1,450 | $72,438 | 0.07% | 2023-09-30 | 2023-11-08 | +10.41% |
| FCX FREEPORT-MCMORAN INC CL B | United States | Stock | 1,862 | $69,434 | 0.07% | 2023-09-30 | 2023-11-08 | +89.84% |
| CVS CVS HEALTH CORP COM | United States | Stock | 980 | $68,424 | 0.07% | 2023-09-30 | 2023-11-08 | +24.75% |
| FDX FEDEX CORP COM | United States | Stock | 255 | $67,555 | 0.07% | 2023-09-30 | 2023-11-08 | +34.67% |
| GE GENERAL ELECTRIC CO COM NEW | United States | Stock | 582 | $64,341 | 0.06% | 2023-09-30 | 2023-11-08 | +260.30% |
| MET METLIFE INC COM | United States | Stock | 997 | $62,721 | 0.06% | 2023-09-30 | 2023-11-08 | +51.33% |
| INTU INTUIT COM | United States | Stock | 122 | $62,335 | 0.06% | 2023-09-30 | 2023-11-08 | -47.54% |
| GD GENERAL DYNAMICS CORP COM | United States | Stock | 281 | $62,093 | 0.06% | 2023-09-30 | 2023-11-08 | +50.40% |
| GS GOLDMAN SACHS GROUP INC COM | United States | Stock | 185 | $59,860 | 0.06% | 2023-09-30 | 2023-11-08 | +183.17% |
| ZTS ZOETIS INC CL A | United States | Stock | 340 | $59,153 | 0.06% | 2023-09-30 | 2023-11-08 | -59.59% |
| LIN LINDE PLC SHS | United Kingdom | Stock | 158 | $58,831 | 0.06% | 2023-09-30 | 2023-11-08 | +27.13% |
| AXP AMERICAN EXPRESS CO COM | United States | Stock | 392 | $58,482 | 0.06% | 2023-09-30 | 2023-11-08 | +104.71% |
| ACN ACCENTURE PLC IRELAND SHS CLASS A | Stock | 188 | $57,737 | 0.06% | 2023-09-30 | 2023-11-08 | -42.33% | |
| NSC NORFOLK SOUTHN CORP COM | United States | Stock | 281 | $55,337 | 0.06% | 2023-09-30 | 2023-11-08 | +58.94% |
| BXSL BLACKSTONE SECD LENDING FD COMMON STOCK | United States | CEF | 1,995 | $54,583 | 0.05% | 2023-09-30 | 2023-11-08 | |
| MDT MEDTRONIC PLC SHS | Ireland | Stock | 664 | $52,031 | 0.05% | 2023-09-30 | 2023-11-08 | +11.14% |
| EXC EXELON CORP COM | United States | Stock | 1,337 | $50,525 | 0.05% | 2023-09-30 | 2023-11-08 | +7.57% |
| PLD PROLOGIS INC. COM | United States | REIT | 447 | $50,158 | 0.05% | 2023-09-30 | 2023-11-08 | +18.18% |
| TFC TRUIST FINL CORP COM | United States | Stock | 1,747 | $49,982 | 0.05% | 2023-09-30 | 2023-11-08 | +62.32% |
| GLD SPDR GOLD SHARES | United States | ETF | 291 | $49,892 | 0.05% | 2023-09-30 | 2023-11-08 | +123.32% |
| SHW SHERWIN WILLIAMS CO COM | United States | Stock | 194 | $49,480 | 0.05% | 2023-09-30 | 2023-11-08 | +29.56% |
| NOC NORTHROP GRUMMAN CORP COM | United States | Stock | 110 | $48,421 | 0.05% | 2023-09-30 | 2023-11-08 | +14.63% |
| NOW SERVICENOW INC COM | United States | Stock | 86 | $48,071 | 0.05% | 2023-09-30 | 2023-11-08 | +16.23% |
| CEG CONSTELLATION ENERGY CORP COM | United States | Stock | 437 | $47,668 | 0.05% | 2023-09-30 | 2023-11-08 | +142.56% |
| SCHW SCHWAB CHARLES CORP COM | United States | Stock | 856 | $46,994 | 0.05% | 2023-09-30 | 2023-11-08 | +80.51% |
| COF CAPITAL ONE FINL CORP COM | United States | Stock | 475 | $46,099 | 0.05% | 2023-09-30 | 2023-11-08 | +102.43% |
| MPC MARATHON PETE CORP COM | United States | Stock | 304 | $46,007 | 0.05% | 2023-09-30 | 2023-11-08 | +159.04% |
| SPGI S&P GLOBAL INC COM | United States | Stock | 125 | $45,676 | 0.05% | 2023-09-30 | 2023-11-08 | +13.52% |
| CMI CUMMINS INC COM | United States | Stock | 197 | $45,007 | 0.05% | 2023-09-30 | 2023-11-08 | +128.21% |
| WELL WELLTOWER INC COM | United States | REIT | 546 | $44,728 | 0.04% | 2023-09-30 | 2023-11-08 | +184.30% |
| CARR CARRIER GLOBAL CORPORATION COM | United States | Stock | 787 | $43,442 | 0.04% | 2023-09-30 | 2023-11-08 | +0.33% |
| F FORD MTR CO DEL COM | United States | Stock | 3,496 | $43,420 | 0.04% | 2023-09-30 | 2023-11-08 | -0.97% |
| AMT AMERICAN TOWER CORP NEW COM | United States | REIT | 262 | $43,086 | 0.04% | 2023-09-30 | 2023-11-08 | +1.76% |
| TSCO TRACTOR SUPPLY CO COM | United States | Stock | 208 | $42,234 | 0.04% | 2023-09-30 | 2023-11-08 | -22.41% |
| TT TRANE TECHNOLOGIES PLC SHS | Stock | 202 | $40,988 | 0.04% | 2023-09-30 | 2023-11-08 | +124.53% | |
| AZO AUTOZONE INC COM | United States | Stock | 16 | $40,640 | 0.04% | 2023-09-30 | 2023-11-08 | +13.23% |
| ISRG INTUITIVE SURGICAL INC COM NEW | United States | Stock | 139 | $40,628 | 0.04% | 2023-09-30 | 2023-11-08 | +41.02% |
| LHX L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 231 | $40,222 | 0.04% | 2023-09-30 | 2023-11-08 | +35.81% |
| AON AON PLC SHS CL A | Ireland | Stock | 124 | $40,203 | 0.04% | 2023-09-30 | 2023-11-08 | -14.90% |
| BKNG BOOKING HOLDINGS INC COM | United States | Stock | 13 | $40,091 | 0.04% | 2023-09-30 | 2023-11-08 | +31.60% |
| EMR EMERSON ELEC CO COM | United States | Stock | 412 | $39,787 | 0.04% | 2023-09-30 | 2023-11-08 | +62.82% |
| HIG HARTFORD FINL SVCS GROUP INC COM | United States | Stock | 556 | $39,426 | 0.04% | 2023-09-30 | 2023-11-08 | +77.48% |
| REGN REGENERON PHARMACEUTICALS COM | United States | Stock | 47 | $38,679 | 0.04% | 2023-09-30 | 2023-11-08 | -8.80% |
| ALB ALBEMARLE CORP COM | United States | Stock | 226 | $38,429 | 0.04% | 2023-09-30 | 2023-11-08 | -36.71% |
| TMUS T-MOBILE US INC COM | United States | Stock | 270 | $37,814 | 0.04% | 2023-09-30 | 2023-11-08 | +16.37% |
| EW EDWARDS LIFESCIENCES CORP COM | United States | Stock | 542 | $37,550 | 0.04% | 2023-09-30 | 2023-11-08 | +27.14% |
| USB US BANCORP DEL COM NEW | United States | Stock | 1,124 | $37,159 | 0.04% | 2023-09-30 | 2023-11-08 | +75.86% |
| MRSH MARSH & MCLENNAN COS INC COM | United States | Stock | 195 | $37,109 | 0.04% | 2023-09-30 | 2023-11-08 | -10.45% |
| OTIS OTIS WORLDWIDE CORP COM | United States | Stock | 462 | $37,103 | 0.04% | 2023-09-30 | 2023-11-08 | -18.28% |
| ETR ENTERGY CORP NEW COM | United States | Stock | 374 | $34,595 | 0.03% | 2023-09-30 | 2023-11-08 | +115.70% |
| CME CME GROUP INC COM | United States | Stock | 171 | $34,238 | 0.03% | 2023-09-30 | 2023-11-08 | +31.47% |
| SNPS SYNOPSYS INC COM | United States | Stock | 74 | $33,964 | 0.03% | 2023-09-30 | 2023-11-08 | -9.56% |
| CTVA CORTEVA INC COM | United States | Stock | 663 | $33,919 | 0.03% | 2023-09-30 | 2023-11-08 | +52.21% |
| T AT&T INC COM | United States | Stock | 2,239 | $33,630 | 0.03% | 2023-09-30 | 2023-11-08 | +62.98% |
| BSX BOSTON SCIENTIFIC CORP COM | United States | Stock | 630 | $33,264 | 0.03% | 2023-09-30 | 2023-11-08 | -16.89% |
| BDX BECTON DICKINSON & CO COM | United States | Stock | 128 | $33,092 | 0.03% | 2023-09-30 | 2023-11-08 | -10.47% |
| ELV ELEVANCE HEALTH INC COM | United States | Stock | 76 | $33,092 | 0.03% | 2023-09-30 | 2023-11-08 | -9.80% |
| VRTX VERTEX PHARMACEUTICALS INC COM | United States | Stock | 94 | $32,688 | 0.03% | 2023-09-30 | 2023-11-08 | +51.47% |
| MCHP MICROCHIP TECHNOLOGY INC. COM | United States | Stock | 416 | $32,469 | 0.03% | 2023-09-30 | 2023-11-08 | +0.94% |
| C CITIGROUP INC COM NEW | United States | Stock | 782 | $32,164 | 0.03% | 2023-09-30 | 2023-11-08 | +218.02% |
| EXR EXTRA SPACE STORAGE INC COM | United States | REIT | 262 | $31,854 | 0.03% | 2023-09-30 | 2023-11-08 | +9.80% |
| MCK MCKESSON CORP COM | United States | Stock | 73 | $31,744 | 0.03% | 2023-09-30 | 2023-11-08 | +98.88% |
| SJM SMUCKER J M CO COM NEW | United States | Stock | 258 | $31,711 | 0.03% | 2023-09-30 | 2023-11-08 | -1.80% |
| CPB CAMPBELL SOUP CO COM | United States | Stock | 766 | $31,467 | 0.03% | 2023-09-30 | 2023-11-08 | -50.75% |
| ADI ANALOG DEVICES INC COM | United States | Stock | 178 | $31,166 | 0.03% | 2023-09-30 | 2023-11-08 | +127.44% |
| HAL HALLIBURTON CO COM | United States | Stock | 767 | $31,064 | 0.03% | 2023-09-30 | 2023-11-08 | -22.12% |
| AEP AMERICAN ELEC PWR CO INC COM | United States | Stock | 402 | $30,238 | 0.03% | 2023-09-30 | 2023-11-08 | +58.60% |
| IR INGERSOLL RAND INC COM | United States | Stock | 472 | $30,076 | 0.03% | 2023-09-30 | 2023-11-08 | +20.03% |
| WPC WP CAREY INC COM | United States | REIT | 551 | $29,798 | 0.03% | 2023-09-30 | 2023-11-08 | +24.57% |
| VLO VALERO ENERGY CORP COM | United States | Stock | 210 | $29,759 | 0.03% | 2023-09-30 | 2023-11-08 | +173.60% |
| WEC WEC ENERGY GROUP INC COM | United States | Stock | 363 | $29,240 | 0.03% | 2023-09-30 | 2023-11-08 | +27.35% |
| ECL ECOLAB INC COM | United States | Stock | 172 | $29,137 | 0.03% | 2023-09-30 | 2023-11-08 | +64.03% |
| FANG DIAMONDBACK ENERGY INC COM | United States | Stock | 186 | $28,808 | 0.03% | 2023-09-30 | 2023-11-08 | +18.77% |
| CCI CROWN CASTLE INC COM | United States | REIT | 308 | $28,345 | 0.03% | 2023-09-30 | 2023-11-08 | -27.12% |
| ITW ILLINOIS TOOL WKS INC COM | United States | Stock | 123 | $28,328 | 0.03% | 2023-09-30 | 2023-11-08 | +15.96% |
| PGR PROGRESSIVE CORP COM | United States | Stock | 202 | $28,139 | 0.03% | 2023-09-30 | 2023-11-08 | +51.13% |
| BAX BAXTER INTL INC COM | United States | Stock | 743 | $28,041 | 0.03% | 2023-09-30 | 2023-11-08 | -37.78% |
| AIG AMERICAN INTL GROUP INC COM NEW | United States | Stock | 461 | $27,937 | 0.03% | 2023-09-30 | 2023-11-08 | +24.21% |
| CTAS CINTAS CORP COM | United States | Stock | 58 | $27,899 | 0.03% | 2023-09-30 | 2023-11-08 | +64.44% |
| GPC GENUINE PARTS CO COM | United States | Stock | 193 | $27,897 | 0.03% | 2023-09-30 | 2023-11-08 | -12.07% |
| PCAR PACCAR INC COM | United States | Stock | 325 | $27,632 | 0.03% | 2023-09-30 | 2023-11-08 | +31.50% |
| WMB WILLIAMS COS INC COM | United States | Stock | 819 | $27,592 | 0.03% | 2023-09-30 | 2023-11-08 | +103.71% |
| SLF SUN LIFE FINANCIAL INC. COM | Stock | 552 | $26,938 | 0.03% | 2023-09-30 | 2023-11-08 | +62.01% | |
| DVN DEVON ENERGY CORP NEW COM | United States | Stock | 562 | $26,807 | 0.03% | 2023-09-30 | 2023-11-08 | -2.31% |
| IDXX IDEXX LABS INC COM | United States | Stock | 61 | $26,673 | 0.03% | 2023-09-30 | 2023-11-08 | +21.99% |
| RCL ROYAL CARIBBEAN GROUP COM | United States | Stock | 285 | $26,260 | 0.03% | 2023-09-30 | 2023-11-08 | +182.91% |
| MAR MARRIOTT INTL INC NEW CL A | United States | Stock | 132 | $25,946 | 0.03% | 2023-09-30 | 2023-11-08 | +83.97% |
| PYPL PAYPAL HLDGS INC COM | United States | Stock | 443 | $25,898 | 0.03% | 2023-09-30 | 2023-11-08 | -7.82% |
| RF REGIONS FINANCIAL CORP NEW COM | United States | Stock | 1,500 | $25,800 | 0.03% | 2023-09-30 | 2023-11-08 | +56.34% |
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