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All Stocks Held By Sunesis Advisors LLC
As of  12/31/2023, we find all stocks held by Sunesis Advisors LLC to be as follows, presented in the table below with each row detailing each Sunesis Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Sunesis Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sunesis Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 277,262 +309 $65,772
     VTI277,262+309$65,772
ISHARES TR (AGG) 116,276 -42,608 $11,540
     AGG116,276-42,608$11,540
VANGUARD TAX MANAGED FDS (VEA) 148,598 +5,953 $7,118
     VEA148,598+5,953$7,118
VANGUARD STAR FDS (VXUS) 111,032 +1,492 $6,435
     VXUS111,032+1,492$6,435
SPDR SER TR (SPYV) 108,791 UNCH $5,073
     SPYV108,791UNCH$5,073
VANGUARD BD INDEX FDS (BSV) 55,495 +55,495 $4,274
     BSV55,495+55,495$4,274
VANGUARD BD INDEX FDS (BIV) 55,780 +55,780 $4,260
     BIV55,780+55,780$4,260
SPDR S&P 500 ETF TR (SPY) 7,699 UNCH $3,659
     SPY7,699UNCH$3,659
AVALONBAY CMNTYS INC 16,827 +13,338 $3,150
     AVB16,827+13,338$3,150
CAMDEN PPTY TR 31,268 +25,052 $3,105
     CPT31,268+25,052$3,105
MID AMER APT CMNTYS INC 22,842 +18,210 $3,071
     MAA22,842+18,210$3,071
ISHARES TR (IUSB) 60,412 +3,166 $2,783
     IUSB60,412+3,166$2,783
VANGUARD MUN BD FDS (VTEB) 51,998 +51,998 $2,654
     VTEB51,998+51,998$2,654
ISHARES TR (MBB) 27,691 +27,691 $2,605
     MBB27,691+27,691$2,605
ISHARES TR (LQD) 19,683 -15,865 $2,178
     LQD19,683-15,865$2,178
ISHARES GOLD TR (IAU) 52,214 UNCH $2,038
     IAU52,214UNCH$2,038
SPDR SER TR (SPHY) 81,039 +81,039 $1,895
     SPHY81,039+81,039$1,895
VANGUARD INTL EQUITY INDEX F (VSS) 14,111 +13 $1,623
     VSS14,111+13$1,623
DECIPHERA PHARMACEUTICALS IN 96,299 UNCH $1,553
     DCPH96,299UNCH$1,553
BANK AMERICA CORP 42,445 -246 $1,429
     BAC42,445-246$1,429
WISDOMTREE TR 32,860 UNCH $1,408
     HEDJ32,860UNCH$1,408
VANGUARD SCOTTSDALE FDS (VTWO) 16,891 UNCH $1,370
     VTWO16,891UNCH$1,370
VANGUARD INDEX FDS (VOO) 3,104 UNCH $1,356
     VOO3,104UNCH$1,356
SCHWAB STRATEGIC TR 54,474 +73 $1,350
     SCHE54,474+73$1,350
VANGUARD WELLINGTON FD (VTES) 11,984 +11,984 $1,215
     VTES11,984+11,984$1,215
VANGUARD INTL EQUITY INDEX F (VWO) 25,217 +2 $1,036
     VWO25,217+2$1,036
PEPSICO INC 6,056 UNCH $1,029
     PEP6,056UNCH$1,029
BERKSHIRE HATHAWAY INC DEL      $1,020
     BRK.B2,859UNCH$1,020
ISHARES TR (IQLT) 26,515 UNCH $996
     IQLT26,515UNCH$996
SELECT SECTOR SPDR TR (XLK) 5,151 UNCH $991
     XLK5,151UNCH$991
BANK NEW YORK MELLON CORP 18,436 UNCH $960
     BK18,436UNCH$960
APPLE INC 4,731 -44 $911
     AAPL4,731-44$911
ISHARES TR (ISTB) 18,705 -12,143 $890
     ISTB18,705-12,143$890
SPDR SER TR (SPYG) 13,074 UNCH $851
     SPYG13,074UNCH$851
ISHARES TR (EMB) 8,778 -70 $782
     EMB8,778-70$782
INVESCO QQQ TR 1,799 UNCH $737
     QQQ1,799UNCH$737
VANGUARD INTL EQUITY INDEX F (VGK) 11,173 UNCH $720
     VGK11,173UNCH$720
NVIDIA CORPORATION 1,422 UNCH $704
     NVDA1,422UNCH$704
AMAZON COM INC 4,200 UNCH $638
     AMZN4,200UNCH$638
ALPHABET INC 3,560 UNCH $497
     GOOGL3,560UNCH$497
ISHARES TR (FALN) 17,929 UNCH $473
     FALN17,929UNCH$473
PIMCO DYNAMIC INCOME FD 22,224 UNCH $399
     PDI22,224UNCH$399
ISHARES INC (IEMG) 7,660 UNCH $387
     IEMG7,660UNCH$387
MICROSOFT CORP 1,017 UNCH $382
     MSFT1,017UNCH$382
PRINCIPAL EXCHANGE TRADED FD (PREF) 21,043 UNCH $368
     PREF21,043UNCH$368
BLACKROCK MULTI SECTOR INC T 24,490 UNCH $367
     BIT24,490UNCH$367
PIMCO ETF TR (MUNI) 6,638 -13,260 $350
     MUNI6,638-13,260$350
EXCHANGE TRADED CONCEPTS TR (ROBO) 6,110 UNCH $350
     ROBO6,110UNCH$350
LIBERTY ALL STAR EQUITY FD 52,909 UNCH $338
     USA52,909UNCH$338
ASML HOLDING N V 428 UNCH $324
     ASML428UNCH$324
FIRST TR EXCHANGE TRADED FD (CIBR) 6,024 UNCH $324
     CIBR6,024UNCH$324
ISHARES TR (REM) 12,642 UNCH $298
     REM12,642UNCH$298
ISHARES TR (IJJ) 2,596 UNCH $296
     IJJ2,596UNCH$296
ISHARES TR (IEV) 5,452 UNCH $288
     IEV5,452UNCH$288
BOEING CO 1,067 UNCH $278
     BA1,067UNCH$278
ARK ETF TR (ARKK) 5,112 UNCH $268
     ARKK5,112UNCH$268
ISHARES TR (DVY) 2,281 UNCH $267
     DVY2,281UNCH$267
GENERAL DYNAMICS CORP 1,006 UNCH $261
     GD1,006UNCH$261
INVESCO EXCH TRADED FD TR II (PGX) 22,492 UNCH $258
     PGX22,492UNCH$258
TAIWAN SEMICONDUCTOR MFG LTD 2,415 UNCH $251
     TSM2,415UNCH$251
VANGUARD WORLD FDS (VGT) 500 UNCH $242
     VGT500UNCH$242
ISHARES TR (MTUM) 1,518 UNCH $238
     MTUM1,518UNCH$238
ACCENTURE PLC IRELAND 647 +647 $227
     ACN647+647$227
INDIA FD INC 12,109 UNCH $221
     IFN12,109UNCH$221
CANADIAN PACIFIC KANSAS CITY 2,770 UNCH $219
     CP2,770UNCH$219
ISHARES TR (EFA) 2,851 +2,851 $215
     EFA2,851+2,851$215
TOPGOLF CALLAWAY BRANDS CORP 14,554 UNCH $209
     MODG14,554UNCH$209
CHIMERA INVT CORP 30,140 UNCH $150
     CIM30,140UNCH$150
PROSPECT CAP CORP 22,246 UNCH $133
     PSEC22,246UNCH$133
AQUA METALS INC 50,000 +0 $38
     AQMS50,000UNCH$38
VANGUARD BD INDEX FDS $0 (exited)
     BND0-12,029$0
WISDOMTREE TR $0 (exited)
     DXGE0-8,429$0
ISHARES TR $0 (exited)
     HYG0-4,462$0
SPDR SER TR $0 (exited)
     JNK0-16,355$0
ISHARES TR $0 (exited)
     MUB0-17,257$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VCIT0-21,096$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VCSH0-19,422$0
VANGUARD SCOTTSDALE FDS 0 -14,694 $0 (exited)
     VGSH0-14,694$0

See Summary: Sunesis Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Sunesis Advisors LLC

EntityShares/Amount
Change
Position Value
Change
BSV +55,495+$4,274
BIV +55,780+$4,260
VTEB +51,998+$2,654
MBB +27,691+$2,605
SPHY +81,039+$1,895
VTES +11,984+$1,215
ACN +647+$227
EFA +2,851+$215
EntityShares/Amount
Change
Position Value
Change
MUB -17,257-$1,770
VCIT -21,096-$1,603
JNK -16,355-$1,478
VCSH -19,422-$1,460
VGSH -14,694-$846
BND -12,029-$839
HYG -4,462-$329
DXGE -8,429-$296
EntityShares/Amount
Change
Position Value
Change
CPT +25,052+$2,517
MAA +18,210+$2,475
AVB +13,338+$2,551
VEA +5,953+$882
IUSB +3,166+$280
VXUS +1,492+$572
VTI +309+$6,944
SCHE +73+$48
VSS +13+$126
VWO +2+$47
EntityShares/Amount
Change
Position Value
Change
AGG -42,608-$3,401
LQD -15,865-$1,449
MUNI -13,260-$646
ISTB -12,143-$541
BAC -246+$260
EMB -70+$52
AAPL -44+$93
AQMS UNCH-$18
PSEC UNCH-$2
Size ($ in 1000's)
At 12/31/2023: $164,095
At 09/30/2023: $141,025

Sunesis Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sunesis Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Sunesis Advisors LLC | www.HoldingsChannel.com

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