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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001999828

Sutton Wealth Advisors Inc.

TAMPA, FL · File #028-23425

Latest AUM
$203.3M
Positions
865
Top-10 Concentration
56.7%
Filings
20

Sector Allocation

Technology
12.6%$25.6M
Healthcare
7.4%$15.1M
Financials
6.1%$12.4M
Materials
2.9%$5.8M
Industrials
1.8%$3.6M
Energy
1.8%$3.6M
Utilities
0.3%$653,354
Real Estate
0.2%$474,872

Filing History

View all filings →

Top 20 Holdings — Dec 2023

#IssuerTickerSharesValue% of Portfolio
1SCHWAB U.S. LARGE-CAP ETF808524201470,392$23.8M14.79%
2APPLE INC COMAAPL76,979$13.2M8.19%
3VANGUARD S&P 500 ETF92290836331,419$12.3M7.67%
4LINCOLN ELEC HLDGS INC COM53390010646,770$8.5M5.28%
5ISHARES RUSSELL 1000 ETF46428762230,697$7.2M4.48%
6ABBVIE INC COMABBV38,197$5.7M3.54%
7ISHARES RUSSELL MIDCAP ETF46428749978,343$5.4M3.37%
8WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT140,211$5.3M3.27%
9ISHARES CORE S&P SMALL CAP ETF46428780455,489$5.2M3.25%
10SPDR S&P 500 ETF TRUSTSPY10,964$4.7M2.91%
11ISHARES COHEN & STEERS REIT ETF46428756493,153$4.7M2.90%
12MICROSOFT CORP COMMSFT14,251$4.5M2.80%
13SCHWAB U.S. SMALL-CAP ETF808524607102,888$4.3M2.65%
14JOHNSON & JOHNSON COMJNJ21,638$3.4M2.09%
15MCDONALDS CORP COMMCD12,428$3.3M2.03%
16ABBOTT LABS COMABLZF31,989$3.1M1.93%
17BLACKSTONE INC COMBX28,176$3.0M1.88%
18ALPHABET INC CAP STK CL AGOOG21,185$2.8M1.72%
19AUTOMATIC DATA PROCESSING INC COMADP11,015$2.6M1.65%
20CHEVRON CORP NEW COMCVX14,322$2.4M1.50%