Portfolio (Quarterly)
Guide ↗
Sunburst Financial Group, LLC
· CIK 0001800158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | — | 6,717 | $556K | 0.11% | SOLD |
| 2 | WFC | WELLS FARGO CO NEW | Financial Services | 2,886 | $269K | 0.05% | SOLD |
| 3 | SPYM | SPDR SERIES TRUST | — | 3,283 | $263K | 0.05% | SOLD |
| 4 | ABT | ABBOTT LABS | Healthcare | 1,991 | $250K | 0.05% | SOLD |
| 5 | CVS | CVS HEALTH CORP | Healthcare | 2,854 | $226K | 0.05% | SOLD |
| 6 | ACN | ACCENTURE PLC IRELAND | Technology | 802 | $215K | 0.04% | SOLD |
| 7 | COF | CAPITAL ONE FINL CORP | Financial Services | 855 | $207K | 0.04% | SOLD |
| 8 | BLK | BLACKROCK INC | Financial Services | 191 | $204K | 0.04% | SOLD |
Sector Allocation
Technology
43.0%
Financial Services
13.0%
Consumer Defensive
9.5%
Healthcare
7.4%
Industrials
7.3%
Consumer Cyclical
7.1%
Communication Services
6.3%
Energy
3.1%
Utilities
2.0%
Basic Materials
0.8%