Sunburst Financial Group, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $455 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $53.7M, Fidelity Merrimack Str Tr Tota with a value of $50M, ETF Ser Solutions Aptus Collar with a value of $43.2M, Spdr Portfolio with a value of $35.2M, and Vanguard Sht Term Corp Bd ETF with a value of $34.4M.
Examining the 13F form we can see an increase of $27.8M in the current position value, from $427M to 455M.
Below you can find more details about Sunburst Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$455 Million
ETFs: $402 Million
Technology: $22.6 Million
Financial Services: $7.39 Million
Consumer Cyclical: $4.68 Million
Industrials: $4.44 Million
Healthcare: $4.29 Million
Consumer Defensive: $3.52 Million
Communication Services: $2.88 Million
Other: $2.77 Million
Stock Holdings Table Market Cap. of $200 Billions or more
