Sutton Wealth Advisors Inc. ETFs

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPMD Spdr Portfolio	$0	$16.3 Million 0.01% of portfolio	372	Q3 2018 New
VUG Vanguard Growth ETF	$0	$16 Million 0.01% of portfolio	59	Q3 2023 Added 3.51%
VIG Vanguard Dividend Appreciation	$0	$15.5 Million 0.01% of portfolio	100	Q4 2021 New
IDU Ishares Tr U S Utils ETF	$0	$15.3 Million 0.01% of portfolio	208	Q4 2020 Added 100.0%
SMH Vaneck ETF Tr Semiconductor Et	$0	$14.5 Million 0.01% of portfolio	100	Q2 2023 New
IVE Ishares S&P 500 Value ETF	$0	$12.6 Million 0.01% of portfolio	82	Q2 2022 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$12.4 Million 0.01% of portfolio	536	Q3 2023 New
XLI Industrial Sector Spdr	$0	$10.2 Million 0.01% of portfolio	101	Q2 2023 New
BND Vanguard Bd Index Fd Inc Total	$0	$10.2 Million 0.01% of portfolio	147	Q3 2023 Added 1.38%
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$10.1 Million 0.0% of portfolio	449	Q1 2023 New
DGRO Ishares Core Dividend Growth E	$0	$9.91 Million 0.0% of portfolio	200	Q1 2023 Added 19,900.0%
SCHZ Schwab Us Aggregate Bond ETF	$0	$9.47 Million 0.0% of portfolio	214	Q2 2023 Reduced 1.38%
IWY Ishares Tr Russell 200 Growth	$0	$8.77 Million 0.0% of portfolio	57	Q3 2019 New
BKF Ishares Mcsi Bic ETF	$0	$7.76 Million 0.0% of portfolio	231	Q1 2016 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$7.22 Million 0.0% of portfolio	407	Q3 2023 Reduced 44.02%
PICK Ishares Inc Msci Global Select	$0	$6.56 Million 0.0% of portfolio	165	Q2 2023 New
BMAY Innovator U.S. Equity Buffer E	$0	$6.15 Million 0.0% of portfolio	198	Q2 2020 New
BNDX Vanguard Total International B	$0	$5.98 Million 0.0% of portfolio	125	Q3 2023 Added 3.31%
EWT Ishares Inc Msci Taiwan ETF	$0	$5.57 Million 0.0% of portfolio	125	Q2 2023 New
FTCS First Trust Capital Strength E	$0	$5.3 Million 0.0% of portfolio	72	Q1 2023 New
IJS Ishares S&P Smallcap 600 Value	$0	$5 Million 0.0% of portfolio	56	Q3 2023 Reduced 86.27%
BJAN Innovator U.S. Equity Buffer E	$0	$4.92 Million 0.0% of portfolio	134	Q4 2022 Reduced 42.74%
IWO Ishares Russell 2000 Gwt ETF	$0	$4.71 Million 0.0% of portfolio	21	Q1 2016 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$4.67 Million 0.0% of portfolio	139	Q4 2022 Added 61.63%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$4.65 Million 0.0% of portfolio	94	Q2 2022 New
AGG Ishares Core U.S. Aggregate Bo	$0	$4.58 Million 0.0% of portfolio	49	Q3 2023 Added 2.08%
IBTE Ishares Tr Ibonds Dec 2024 Ter	$0	$4.1 Million 0.0% of portfolio	172	Q3 2023 New
TFLO Ishares Treasury Floating Rate	$0	$3.96 Million 0.0% of portfolio	78	Q3 2023 Reduced 33.33%
BSV Vanguard Bd Index Fd Inc Short	$0	$3.76 Million 0.0% of portfolio	50	Q1 2023 New
IWN Ishares Russell2000 Val ETF	$0	$3.66 Million 0.0% of portfolio	27	Q1 2016 New
BOTZ Global X Fds	$0	$3.34 Million 0.0% of portfolio	135	Q2 2023 New
BLV Vanguard Bd Index Fd Inc Long	$0	$3.29 Million 0.0% of portfolio	49	Q1 2023 New
VHT Vanguard Health Care ETF	$0	$2.82 Million 0.0% of portfolio	12	Q1 2023 New
JNK Spdr Bloomberg High Yield Bond	$0	$2.8 Million 0.0% of portfolio	31	Q3 2022 Reduced 32.61%
SCHR Schwab Intermediate Term Us Tr	$0	$2.73 Million 0.0% of portfolio	57	Q2 2021 Added 1.79%
VPU Vanguard Utilities ETF	$0	$2.55 Million 0.0% of portfolio	20	Q1 2018 New
PBTP Invesco ETF Tr Ii Purebeta 0 5	$0	$2.44 Million 0.0% of portfolio	100	Q2 2023 New
TIP Ishares Tr Tips Bd ETF	$0	$2.18 Million 0.0% of portfolio	21	Q3 2022 Reduced 12.5%
SCHP Schwab Strategic Us Tips ETF	$0	$2.02 Million 0.0% of portfolio	40	Q2 2020 Reduced 27.27%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$1.82 Million 0.0% of portfolio	40	Q1 2023 New
SJNK Spdr Bloomberg Short Term High	$0	$1.74 Million 0.0% of portfolio	71	Q3 2023 Reduced 13.41%
XLRE Select Sector Spdr Tr Real Est	$0	$1.7 Million 0.0% of portfolio	50	Q2 2023 New
CORP Pimco Investment Grade Corp Bd	$0	$1.55 Million 0.0% of portfolio	17	Q4 2022 Reduced 41.38%
GOVT Ishares U.S. Treasury Bond ETF	$0	$1.37 Million 0.0% of portfolio	62	Q3 2023 New
REET Ishares Global Reit ETF	$0	$1.33 Million 0.0% of portfolio	63	Q3 2023 Added 6.78%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$947,000 0.0% of portfolio	31	Q2 2023 Added 3.33%
EMB Ishares Tr	$0	$825,000 0.0% of portfolio	10	Q3 2023 Reduced 99.05%
VTV Vanguard Value ETF	$0	$552,000 0.0% of portfolio	4	Q3 2023 New
USMV Ishares Msci Usa Min Vol Facto	$0	$290,000 0.0% of portfolio	4	Q3 2023 New
LVHI Franklin International Low Vol	$0	$276,000 0.0% of portfolio	10	Q2 2023 New

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