HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
143,996 | +8,968 | $8,049 |
| SPLG | 143,996 | +8,968 | $8,049 |
| DIMENSIONAL ETF TRUST (DFAC) |
219,149 | -67 | $6,406 |
| DFAC | 219,149 | -67 | $6,406 |
| DIMENSIONAL ETF TRUST (DFUS) |
111,840 | +8,747 | $5,797 |
| DFUS | 111,840 | +8,747 | $5,797 |
| ISHARES TR (ITOT) |
41,626 | -1,437 | $4,380 |
| ITOT | 41,626 | -1,437 | $4,380 |
| MICROSOFT CORP |
10,677 | +7,585 | $4,015 |
| MSFT | 10,677 | +7,585 | $4,015 |
| DIMENSIONAL ETF TRUST (DFAI) |
137,949 | -19,957 | $3,951 |
| DFAI | 137,949 | -19,957 | $3,951 |
| DICKS SPORTING GOODS INC |
25,896 | -1 | $3,805 |
| DKS | 25,896 | -1 | $3,805 |
| APPLE INC |
19,475 | +6,986 | $3,749 |
| AAPL | 19,475 | +6,986 | $3,749 |
| JOHNSON & JOHNSON |
20,663 | +19,349 | $3,239 |
| JNJ | 20,663 | +19,349 | $3,239 |
| DIMENSIONAL ETF TRUST (DFCF) |
70,665 | +7,363 | $2,996 |
| DFCF | 70,665 | +7,363 | $2,996 |
| DIMENSIONAL ETF TRUST (DFAE) |
117,016 | +23 | $2,821 |
| DFAE | 117,016 | +23 | $2,821 |
| SELECT SECTOR SPDR TR (XLE) |
29,341 | -3 | $2,460 |
| XLE | 29,341 | -3 | $2,460 |
| JPMORGAN CHASE & CO |
13,099 | +8,412 | $2,228 |
| JPM | 13,099 | +8,412 | $2,228 |
| MERCK & CO INC |
19,528 | +19,528 | $2,129 |
| MRK | 19,528 | +19,528 | $2,129 |
| EXXON MOBIL CORP |
20,742 | +11,877 | $2,074 |
| XOM | 20,742 | +11,877 | $2,074 |
| RTX CORPORATION |
24,235 | +24,235 | $2,039 |
| RTX | 24,235 | +24,235 | $2,039 |
| VANGUARD INDEX FDS (VUG) |
6,525 | +4 | $2,029 |
| VUG | 6,525 | +4 | $2,029 |
| FIRST TR EXCH TRADED FD III (FPEI) |
112,110 | +1,500 | $1,999 |
| FPEI | 112,110 | +1,500 | $1,999 |
| CHEVRON CORP NEW |
12,705 | +12,705 | $1,895 |
| CVX | 12,705 | +12,705 | $1,895 |
| ALPHABET INC |
12,927 | +12,927 | $1,806 |
| GOOGL | 12,927 | +12,927 | $1,806 |
| PROCTER AND GAMBLE CO |
11,779 | +11,779 | $1,726 |
| PG | 11,779 | +11,779 | $1,726 |
| AMAZON COM INC |
11,324 | +8,806 | $1,721 |
| AMZN | 11,324 | +8,806 | $1,721 |
| ISHARES TR (IUSV) |
20,000 | UNCH | $1,687 |
| IUSV | 20,000 | UNCH | $1,687 |
| ISHARES U S ETF TR (IETC) |
25,000 | UNCH | $1,559 |
| IETC | 25,000 | UNCH | $1,559 |
| VERIZON COMMUNICATIONS INC |
39,374 | +39,374 | $1,484 |
| VZ | 39,374 | +39,374 | $1,484 |
| SCHWAB STRATEGIC TR |
30,549 | -3,022 | $1,424 |
| SCHZ | 30,549 | -3,022 | $1,424 |
| ISHARES TR (IUSB) |
30,559 | -788 | $1,408 |
| IUSB | 30,559 | -788 | $1,408 |
| ISHARES TR (QUAL) |
9,069 | +51 | $1,334 |
| QUAL | 9,069 | +51 | $1,334 |
| DIMENSIONAL ETF TRUST (DFSD) |
28,129 | +2,662 | $1,322 |
| DFSD | 28,129 | +2,662 | $1,322 |
| SPDR S&P 500 ETF TR (SPY) |
2,709 | +10 | $1,287 |
| SPY | 2,709 | +10 | $1,287 |
| ELI LILLY & CO |
2,205 | +2,205 | $1,285 |
| LLY | 2,205 | +2,205 | $1,285 |
| WALMART INC |
7,915 | +7,915 | $1,248 |
| WMT | 7,915 | +7,915 | $1,248 |
| INTERNATIONAL BUSINESS MACHS |
6,941 | +5,415 | $1,135 |
| IBM | 6,941 | +5,415 | $1,135 |
| FIRST TR EXCH TRADED FD III (FMB) |
21,925 | -4,050 | $1,133 |
| FMB | 21,925 | -4,050 | $1,133 |
| DUKE ENERGY CORP NEW |
11,513 | +11,513 | $1,117 |
| DUK | 11,513 | +11,513 | $1,117 |
| ISHARES TR (EFV) |
20,935 | -2,837 | $1,091 |
| EFV | 20,935 | -2,837 | $1,091 |
| VANGUARD INDEX FDS (VTV) |
7,289 | -599 | $1,090 |
| VTV | 7,289 | -599 | $1,090 |
| PRUDENTIAL FINL INC |
10,415 | +10,415 | $1,080 |
| PRU | 10,415 | +10,415 | $1,080 |
| UNITEDHEALTH GROUP INC |
2,020 | +1,487 | $1,063 |
| UNH | 2,020 | +1,487 | $1,063 |
| CISCO SYS INC |
20,683 | +15,089 | $1,045 |
| CSCO | 20,683 | +15,089 | $1,045 |
| MASTERCARD INCORPORATED |
2,432 | +2,432 | $1,037 |
| MA | 2,432 | +2,432 | $1,037 |
| INTEL CORP |
19,464 | +19,464 | $978 |
| INTC | 19,464 | +19,464 | $978 |
| ISHARES TR (MBB) |
10,374 | +97 | $976 |
| MBB | 10,374 | +97 | $976 |
| BANK AMERICA CORP |
28,587 | +28,587 | $963 |
| BAC | 28,587 | +28,587 | $963 |
| DISNEY WALT CO |
10,359 | +10,359 | $935 |
| DIS | 10,359 | +10,359 | $935 |
| CHUBB LIMITED |
4,077 | +4,077 | $921 |
| CB | 4,077 | +4,077 | $921 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
5,311 | +54 | $905 |
| VIG | 5,311 | +54 | $905 |
| ENERGY TRANSFER L P |
65,000 | +65,000 | $897 |
| ET | 65,000 | +65,000 | $897 |
| EVERSOURCE ENERGY |
14,501 | +14,501 | $895 |
| ES | 14,501 | +14,501 | $895 |
| META PLATFORMS INC |
2,528 | +1,844 | $895 |
| META | 2,528 | +1,844 | $895 |
See Full List: All Stocks Held By Sutton Place Investors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sutton Place Investors LLC
|
Size ($ in 1000's)
At 12/31/2023: $138,131 At 09/30/2023: $76,827 Sutton Place Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sutton Place Investors LLC 13F filings. Link to 13F filings: SEC filings |
