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Institutional Investment Manager
SUTTON WEALTH ADVISORS INC.
SUTTON WEALTH ADVISORS INC. (CIK: 0001999828). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Portfolio Summary: 1,024 holdings with a total value of $105,915,768.
#
Name
Shares
Value ($)
%
Options
Notes
101 MARSH & MCLENNAN COS INC 2,598 177,859 0.17%
102 INVESCO S&P 500 TOP 50 ETF 1,200 177,168 0.17%
103 CUMMINS INC 1,567 176,193 0.17%
104 SPDR S&P 500 ETF TR 837 175,331 0.17%
105 EDISON INTL 2,252 174,913 0.17%
106 WAL-MART STORES INC 2,367 172,838 0.16%
107 SOUTHERN CO 3,215 172,420 0.16%
108 AMERICAN INTL GROUP INC 3,245 171,628 0.16%
109 3M CO 968 169,516 0.16%
110 SMUCKER J M CO 1,111 169,328 0.16%
111 TRUIST FINL CORP COM 4,712 167,794 0.16%
112 US BANCORP DEL 4,150 167,370 0.16%
113 PRUDENTIAL FINL INC 2,337 166,722 0.16%
114 VALERO ENERGY CORP NEW 3,200 163,200 0.15%
115 BOEING CO 1,233 160,130 0.15%
116 MEDNAX INC 2,182 158,042 0.15%
117 LILLY ELI & CO 1,981 156,004 0.15%
118 DISH NETWORK A 2,968 155,523 0.15%
119 CENCORA 1,960 155,467 0.15%
120 APPLIED MATLS INC 6,476 155,230 0.15%
121 SCHLUMBERGER LTD 1,949 154,127 0.15%
122 PHILLIPS 66 1,937 153,682 0.15%
123 SOUTHWEST AIRLS CO 3,878 152,056 0.14%
124 MACERICH CO 1,772 151,311 0.14%
125 MCKESSON CORP 802 149,693 0.14%
126 LKQ CORP 4,672 148,102 0.14%
127 ILLUMINA INC 1,050 147,399 0.14%
128 ALLSTATE CORP 2,107 147,385 0.14%
129 DUKE ENERGY CORP NEW 1,700 145,843 0.14%
130 T-MOBILE 3,351 144,998 0.14%
131 SALESFORCE COM INC 1,825 144,923 0.14%
132 MASTERCARD INCORPORATED 1,612 141,953 0.13%
133 GRACO INC COM 1,780 140,602 0.13%
134 HALLIBURTON 3,090 139,946 0.13%
135 PROGRESSIVE CORP OHIO 4,173 139,796 0.13%
136 CATERPILLAR INC 1,843 139,718 0.13%
137 GILEAD SCIENCES INC 1,667 139,061 0.13%
138 ANTHEM INC 1,055 138,564 0.13%
139 ESSEX PPTY TR INC 591 134,801 0.13%
140 ALLIANCE DATA SYSTEM 688 134,793 0.13%
141 AKAMAI TECH 2,353 131,603 0.12%
142 INTERNATIONAL FLAVORS&FRAGRA 1,040 131,113 0.12%
143 CORNING INC 6,398 131,031 0.12%
144 WEYERHAEUSER CO 4,339 129,172 0.12%
145 SELECT SECTOR SPDR TR 2,447 128,394 0.12%
146 AFFILIATED MANAGERS GROUP 902 126,975 0.12%
147 ISHARES TR 602 126,721 0.12%
148 TARGET CORP 1,811 126,444 0.12%
149 NIKE INC 2,279 125,801 0.12%
150 KIMBERLY CLARK CORP 902 124,007 0.12%
Page 3 of 21

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001999828-23-000002, filed 2023.11.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.