Sutton Place Investors LLC
CIK Number: 0001930301
Main Sectors:
Top Industries:
Filing Date: Apr 29, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional U.S... | 70.25 | +1.80% | 170.1K | +0.36% | 10.29M | 50.54 | 6.92% | Share |
| 2 | SPLG | SPDR Portfolio ... | 75.98 | +1.62% | 128.31K | -5.49% | 8.44M | 54.17 | 5.67% | Share |
| 3 | BRK-A | Berkshire Hatha... | 730315.25 | -0.38% | 10 | +100.00% | 7.98M | 798441.6 | 5.37% | Share |
| 4 | DFCF | Dimensional Cor... | 42.41 | +0.60% | 189.79K | -0.49% | 7.98M | 41.65 | 5.37% | Share |
| 5 | DFAI | Dimensional Int... | 36.22 | +1.57% | 255.6K | -0.41% | 7.98M | 27.68 | 5.37% | Share |
| 6 | DFAC | Dimensional U.S... | 37.83 | +2.09% | 231.56K | -0.53% | 7.64M | 27.84 | 5.14% | Share |
| 7 | ITOT | iShares Core S&... | 141.49 | +1.84% | 43.15K | +0.56% | 5.27M | 107.26 | 3.54% | Share |
| 8 | DFAE | Dimensional Eme... | 30.40 | +1.74% | 178.23K | +0.05% | 4.61M | 23.59 | 3.10% | Share |
| 9 | AAPL | Apple Inc. | 228.44 | +1.57% | 18.64K | -47.12% | 4.14M | 176.74 | 2.78% | Share |
| 10 | VUG | Vanguard Growth... | 459.44 | +1.83% | 9.76K | +7.04% | 3.62M | 322.23 | 2.44% | Share |
| 11 | QUAL | iShares MSCI US... | 189.54 | +1.60% | 16.79K | +13.98% | 2.87M | 144.75 | 1.93% | Share |
| 12 | XLE | Energy Select S... | 87.65 | +1.47% | 29.12K | 0.00% | 2.72M | 55.75 | 1.83% | Share |
| 13 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 6.67K | -14.74% | 2.5M | 378.51 | 1.68% | Share |
| 14 | IUSB | iShares Core To... | 46.34 | +0.55% | 49.84K | -5.67% | 2.3M | 47.57 | 1.54% | Share |
| 15 | IVW | iShares S&P 500... | 115.17 | +1.82% | 24.64K | +2.42% | 2.29M | 85.73 | 1.54% | Share |
| 16 | FPEI | First Trust Ins... | 19.12 | +0.35% | 115.98K | 0.00% | 2.17M | 17.21 | 1.46% | Share |
| 17 | IETC | iShares Evolved... | 97.60 | +2.30% | 27.38K | +8.71% | 2.05M | 49.92 | 1.38% | Share |
| 18 | BBUS | JPMorgan BetaBu... | 116.95 | +1.64% | 19.99K | +5.80% | 2.02M | 85.99 | 1.36% | Share |
| 19 | DYNF | BlackRock U.S. ... | 57.12 | +1.54% | 40.88K | +2.56% | 1.99M | 45.07 | 1.34% | Share |
| 20 | SCHZ | Schwab U.S. Agg... | 23.27 | +0.54% | 85.85K | -2.52% | 1.99M | 23.62 | 1.34% | Share |
| 21 | DFSD | Dimensional Sho... | 48.12 | +0.26% | 40.17K | +1.03% | 1.91M | 46.65 | 1.28% | Share |
| 22 | DFAS | Dimensional U.S... | 68.57 | +3.58% | 31.94K | +1.24% | 1.91M | 59.61 | 1.28% | Share |
| 23 | IUSV | iShares Core S&... | 98.88 | +1.55% | 20.22K | 0.00% | 1.87M | 76.51 | 1.25% | Share |
| 24 | EFV | iShares MSCI EA... | 68.44 | +1.54% | 31.21K | -18.23% | 1.84M | 53.58 | 1.24% | Share |
| 25 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 16.82K | +4.94% | 1.82M | 109.48 | 1.23% | Share |
| 26 | IVE | iShares S&P 500... | 203.97 | +1.45% | 8.85K | +42.20% | 1.69M | 187.4 | 1.13% | Share |
| 27 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 2.91K | +2.07% | 1.63M | 451.51 | 1.10% | Share |
| 28 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 6.55K | -56.47% | 1.61M | 180.04 | 1.08% | Share |
| 29 | EFG | iShares MSCI EA... | 112.97 | +1.70% | 15.04K | -34.91% | 1.5M | 101.79 | 1.01% | Share |
| 30 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 7.55K | -7.84% | 1.44M | 160.85 | 0.97% | Share |
| 31 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 10.61K | -37.16% | 1.26M | 95.36 | 0.85% | Share |
| 32 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 2.3K | +23.55% | 1.23M | 414.97 | 0.82% | Share |
| 33 | BLV | Vanguard Long-T... | 69.46 | +1.04% | 17.25K | +0.17% | 1.21M | 70.93 | 0.82% | Share |
| 34 | DFIC | Dimensional Int... | 32.72 | +1.63% | 39.24K | 0.00% | 1.09M | 25.98 | 0.73% | Share |
| 35 | SPTM | SPDR Portfolio ... | 78.39 | +1.73% | 15.34K | -0.38% | 1.04M | 58.39 | 0.70% | Share |
| 36 | VIG | Vanguard Divide... | 211.80 | +1.33% | 5.31K | 0.00% | 1.03M | 162.51 | 0.69% | Share |
| 37 | META | Meta Platforms,... | 755.79 | +2.26% | 1.75K | -13.98% | 1.01M | 393.43 | 0.68% | Share |
| 38 | IYW | iShares U.S. Te... | 182.21 | +2.02% | 6.71K | +0.34% | 941.74K | 106.75 | 0.63% | Share |
| 39 | OEF | iShares S&P 100... | 319.84 | +1.61% | 3.4K | +12.16% | 919.47K | 223.15 | 0.62% | Share |
| 40 | MBB | iShares MBS ETF | 94.05 | +0.58% | 9.68K | -17.09% | 907.73K | 96.14 | 0.61% | Share |
| 41 | DIHP | Dimensional Int... | 30.42 | +1.50% | 31.9K | -0.03% | 859.44K | 25.95 | 0.58% | Share |
| 42 | VTV | Vanguard Value ... | 183.40 | +1.35% | 4.96K | +25.66% | 857.66K | 152.99 | 0.58% | Share |
| 43 | JAVA | JPMorgan Active... | 67.88 | +1.69% | 13.17K | +1.11% | 836.95K | 57.24 | 0.56% | Share |
| 44 | JGRO | Jpmorgan Active... | 89.28 | +1.77% | 11.07K | +9.46% | 817K | 63.5 | 0.55% | Share |
| 45 | CAG | Conagra Brands,... | 19.57 | +1.40% | 30.16K | +0.03% | 804.5K | 32.62 | 0.54% | Share |
| 46 | EMXC | iShares MSCI Em... | 64.64 | +1.48% | 13.72K | -16.4% | 756K | 58.41 | 0.51% | Share |
| 47 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 2.87K | +22.10% | 743.01K | 255.5 | 0.50% | Share |
| 48 | BINC | Blackrock Etf T... | 53.02 | +0.35% | 13.92K | +1.40% | 729.23K | 52.48 | 0.49% | Share |
| 49 | IEMG | iShares Core MS... | 62.87 | +1.79% | 13.48K | +71.44% | 727.45K | 52.58 | 0.49% | Share |
| 50 | DFIV | Dimensional Int... | 46.19 | +1.56% | 18.35K | +10.47% | 722.25K | 29.98 | 0.49% | Share |
| 51 | IEFA | iShares Core MS... | 87.15 | +1.62% | 9.32K | -26.93% | 705.21K | 70.5 | 0.47% | Share |
| 52 | ESGU | iShares ESG Awa... | 141.23 | +1.67% | 5.77K | -4.07% | 703.54K | 107.25 | 0.47% | Share |
| 53 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 4.4K | -27.98% | 680.42K | 148.72 | 0.46% | Share |
| 54 | SCHW | The Charles Sch... | 94.93 | -0.93% | 8.68K | +1.64% | 679.22K | 79.86 | 0.46% | Share |
| 55 | WBS | Webster Financi... | 61.09 | +5.00% | 12.78K | -14.2% | 659.01K | 54.46 | 0.44% | Share |
| 56 | XTEN | Bondbloxx Bloom... | 46.05 | +0.79% | 13.56K | +100.00% | 631.3K | 46.57 | 0.42% | Share |
| 57 | DFGR | Dimensional Glo... | 27.50 | +1.68% | 23.11K | +0.36% | 606.82K | 25.23 | 0.41% | Share |
| 58 | XLG | Invesco S&P 500... | 54.84 | +1.56% | 12.64K | +100.00% | 581.65K | 46.02 | 0.39% | Share |
| 59 | SDY | SPDR S&P Divide... | 142.87 | +1.33% | 4.22K | 0.00% | 573.09K | 122.59 | 0.39% | Share |
| 60 | SPMO | Invesco S&P 500... | 116.89 | +1.83% | 5.91K | -1.32% | 546.48K | 95.01 | 0.37% | Share |
| 61 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 3.29K | -33.2% | 545.45K | 157.05 | 0.37% | Share |
| 62 | VTEB | Vanguard Tax-Ex... | 49.00 | +0.35% | 10.73K | +9.66% | 532.22K | 50.51 | 0.36% | Share |
| 63 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 3.07K | +6.86% | 514.01K | 143.99 | 0.35% | Share |
| 64 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 956 | +1.81% | 500.7K | 523.77 | 0.34% | Share |
| 65 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 3.18K | -15.77% | 497.44K | 161.24 | 0.33% | Share |
| 66 | GLDM | SPDR Gold MiniS... | 66.86 | +1.15% | 7.44K | +79.61% | 460.65K | 56.38 | 0.31% | Share |
| 67 | FMB | First Trust Man... | 49.73 | +0.44% | 8.86K | -0.14% | 446.49K | 55.21 | 0.30% | Share |
| 68 | NYF | iShares New Yor... | 52.13 | +0.31% | 8.47K | -8.31% | 445.74K | 53.83 | 0.30% | Share |
| 69 | CSCO | Cisco Systems, ... | 67.59 | +0.86% | 7.17K | -6.24% | 442.59K | 51.58 | 0.30% | Share |
| 70 | DFIS | Dimensional Int... | 31.38 | +1.85% | 16.94K | 0.00% | 437.68K | 24.56 | 0.29% | Share |
| 71 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 515 | -77.14% | 425.34K | 673.06 | 0.29% | Share |
| 72 | MUB | iShares Nationa... | 104.30 | +0.37% | 3.94K | -34.8% | 415.86K | 104.7 | 0.28% | Share |
| 73 | IBM | International B... | 242.76 | +1.40% | 1.65K | -66.71% | 409.48K | 169.56 | 0.28% | Share |
| 74 | V | Visa Inc. | 349.67 | +1.74% | 1.17K | +14.43% | 408.64K | 279.56 | 0.27% | Share |
| 75 | NFLX | Netflix, Inc. | 1210.63 | +0.37% | 438 | +16.49% | 408.45K | 731.66 | 0.27% | Share |
| 76 | JBND | JP Morgan Activ... | 53.72 | +0.49% | 7.48K | -9.01% | 400.44K | 52.25 | 0.27% | Share |
| 77 | JCPB | JPMorgan Core P... | 47.16 | +0.53% | 7.99K | -7.74% | 375.71K | 46.56 | 0.25% | Share |
| 78 | IVV | iShares Core S&... | 649.05 | +1.62% | 658 | -6% | 369.73K | 463.99 | 0.25% | Share |
| 79 | WMT | Walmart Inc. | 98.23 | +0.28% | 4.2K | -14.5% | 368.72K | 62.27 | 0.25% | Share |
| 80 | DEHP | Dimensional Eme... | 29.49 | +1.84% | 14.59K | +1.23% | 367.99K | 24.75 | 0.25% | Share |
| 81 | BAC | Bank of America... | 49.30 | +2.14% | 8.47K | +10.56% | 353.5K | 35.65 | 0.24% | Share |
| 82 | MA | Mastercard Inco... | 598.74 | +1.15% | 634 | +15.69% | 347.51K | 503.29 | 0.23% | Share |
| 83 | GE | GE Aerospace | 270.19 | +0.55% | 1.67K | -32.17% | 333.45K | 163.5 | 0.22% | Share |
| 84 | BBMC | JPMorgan BetaBu... | 103.58 | +2.98% | 3.69K | +5.42% | 332.9K | 91.84 | 0.22% | Share |
| 85 | HEFA | iShares Currenc... | 39.48 | +0.59% | 9.08K | +100.00% | 329.37K | 36.29 | 0.22% | Share |
| 86 | COST | Costco Wholesal... | 963.00 | -0.69% | 344 | +16.22% | 325.35K | 897.81 | 0.22% | Share |
| 87 | HD | The Home Depot,... | 412.00 | +3.60% | 757 | -41.72% | 277.43K | 370.97 | 0.19% | Share |
| 88 | CVX | Chevron Corpora... | 157.40 | +1.19% | 1.66K | -62.6% | 277.22K | 151.21 | 0.19% | Share |
| 89 | SUB | iShares Short-T... | 107.00 | +0.07% | 2.58K | -5.36% | 272.34K | 103.16 | 0.18% | Share |
| 90 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 577 | +100.00% | 270.57K | 468.92 | 0.18% | Share |
| 91 | TSM | Taiwan Semicond... | 233.81 | +2.85% | 1.52K | +3.27% | 251.99K | 172.59 | 0.17% | Share |
| 92 | VTI | Vanguard Total ... | 318.50 | +1.84% | 913 | +100.00% | 250.93K | 274.84 | 0.17% | Share |
| 93 | F | Ford Motor Comp... | 11.72 | +3.49% | 24.3K | -2.67% | 243.72K | 12.54 | 0.16% | Share |
| 94 | VTWG | Vanguard Russel... | 225.00 | +3.76% | 1.3K | 0.00% | 242.27K | 163.1 | 0.16% | Share |
| 95 | VBK | Vanguard Small ... | 293.17 | +3.22% | 947 | 0.00% | 238.41K | 212.05 | 0.16% | Share |
| 96 | DFEV | Dimensional Eme... | 31.25 | +1.41% | 8.8K | +1.72% | 238.18K | 26.22 | 0.16% | Share |
| 97 | PM | Philip Morris I... | 170.89 | -2.06% | 1.49K | +100.00% | 237.14K | 158.73 | 0.16% | Share |
| 98 | DISV | Dimensional Int... | 35.23 | +2.10% | 8.03K | +2.08% | 233.92K | 26.62 | 0.16% | Share |
| 99 | DFSU | Dimensional US ... | 41.44 | +2.13% | 6.44K | +1.02% | 230.62K | 34.25 | 0.16% | Share |
| 100 | T | AT&T Inc. | 29.01 | -1.46% | 8.05K | +100.00% | 227.6K | 28.28 | 0.15% | Share |
| 101 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 1.08K | -57.77% | 227.12K | 181.63 | 0.15% | Share |
| 102 | PFE | Pfizer Inc. | 25.86 | +0.47% | 8.83K | +5.65% | 223.83K | 28.44 | 0.15% | Share |
| 103 | PG | The Procter & G... | 158.55 | -0.11% | 1.27K | -90.21% | 216.26K | 154.09 | 0.15% | Share |
| 104 | IVLU | iShares Edge MS... | 35.65 | +1.55% | 7.07K | +100.00% | 214.23K | 30.31 | 0.14% | Share |
| 105 | EMB | iShares J.P. Mo... | 94.20 | +0.72% | 2.35K | +100.00% | 212.71K | 90.59 | 0.14% | Share |