Sunburst Financial Group, LLC holdings history

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114 is the total number of securities Sunburst Financial Group, LLC has owned. The longest Sunburst Financial Group, LLC has owned a single stock is 16 quarters.

Sunburst Financial Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VCSH VANGUARD SCOTTSDALE FDS16169.54%12.15%16.19%Q4 2019Q3 202316
SCHD SCHWAB STRATEGIC TR16164.26%11.13%15.00%Q4 2019Q3 202316
SCHB SCHWAB STRATEGIC TR16166.42%9.55%12.49%Q4 2019Q3 202316
IWF ISHARES TR16164.53%8.60%13.54%Q4 2019Q3 202316
VYM VANGUARD WHITEHALL FDS...16163.66%5.92%9.46%Q4 2019Q3 202316
VOO VANGUARD INDEX FDS16162.95%5.07%7.34%Q4 2019Q3 202316
IVV ISHARES TR16162.37%4.37%6.86%Q4 2019Q3 202316
VCIT VANGUARD SCOTTSDALE FDS16160.52%3.45%8.31%Q4 2019Q3 202316
IWD ISHARES TR16162.06%3.29%4.58%Q4 2019Q3 202316
IWR ISHARES TR16161.58%2.37%3.14%Q4 2019Q3 202316
IWM ISHARES TR16161.18%2.07%2.93%Q4 2019Q3 202316
AAPL APPLE INC16161.10%1.51%1.88%Q4 2019Q3 202316
VIG VANGUARD SPECIALIZED F...16160.86%1.13%1.43%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.76%1.08%1.36%Q4 2019Q3 202316
PG PROCTER & GAMBLE CO16160.50%1.05%1.86%Q4 2019Q3 202316
SCHA SCHWAB STRATEGIC TR16160.25%0.64%1.06%Q4 2019Q3 202316
EFA ISHARES TR16160.40%0.58%0.87%Q4 2019Q3 202316
TIP ISHARES TR16160.09%0.57%0.99%Q4 2019Q3 202316
SCHM SCHWAB STRATEGIC TR16160.26%0.50%0.81%Q4 2019Q3 202316
AMZN AMAZON COM INC16160.21%0.46%0.82%Q4 2019Q3 202316
WMT WALMART INC16160.31%0.44%0.62%Q4 2019Q3 202316
HD HOME DEPOT INC16160.25%0.39%0.56%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.28%0.38%0.58%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.24%0.37%0.51%Q4 2019Q3 202316
QCOM QUALCOMM INC16160.19%0.36%0.57%Q4 2019Q3 202316
SO SOUTHERN CO16160.24%0.36%0.45%Q4 2019Q3 202316
CSCO CISCO SYS INC16160.22%0.35%0.50%Q4 2019Q3 202316
UNH UNITEDHEALTH GROUP INC16160.27%0.35%0.41%Q4 2019Q3 202316
UNP UNION PACIFIC CORP16160.16%0.32%0.44%Q4 2019Q3 202316
INTC INTEL CORP16160.10%0.32%0.62%Q4 2019Q3 202316
GOOGL ALPHABET INC16160.20%0.32%0.44%Q4 2019Q3 202316
TRMK TRUSTMARK CORP16160.15%0.31%0.48%Q4 2019Q3 202316
AMGN AMGEN INC16160.16%0.29%0.44%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.19%0.29%0.43%Q4 2019Q3 202316
PFE PFIZER INC16160.16%0.29%0.38%Q4 2019Q3 202316
RF REGIONS FINL CORP NEW16160.16%0.26%0.45%Q4 2019Q3 202316
PEP PEPSICO INC16160.23%0.26%0.33%Q4 2019Q3 202316
V VISA INC16160.15%0.23%0.39%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16160.13%0.19%0.29%Q4 2019Q3 202316
AXP AMERICAN EXPRESS CO16160.12%0.19%0.26%Q4 2019Q3 202316
MPW MEDICAL PPTYS TRUST INC16160.03%0.12%0.19%Q4 2019Q3 202316
ISTB ISHARES TR15150.42%1.13%2.68%Q1 2020Q3 202315
SCHF SCHWAB STRATEGIC TR15150.58%0.78%1.07%Q1 2020Q3 202315
VTIP VANGUARD MALVERN FDS15150.08%0.24%0.40%Q4 2019Q2 202315
MAR MARRIOTT INTL INC NEW1410.15%0.21%0.33%Q4 2019Q3 202315
CAT CATERPILLAR INC DEL1410.13%0.19%0.27%Q4 2019Q3 202315
NEX NEXTIER OILFIELD SOLUT...15150.02%0.05%0.10%Q4 2019Q2 202315
RTX RTX CORPORATION14140.12%0.20%0.25%Q2 2020Q3 202314
CVX CHEVRON CORP NEW1210.11%0.16%0.42%Q4 2019Q3 202314
MCD MCDONALDS CORP1310.11%0.16%0.22%Q4 2019Q3 202314
NVDA NVIDIA CORPORATION13130.18%0.36%0.59%Q3 2020Q3 202313
CSL CARLISLE COS INC1210.08%0.14%0.19%Q4 2019Q3 202313
VIGI VANGUARD WHITEHALL FDS12120.61%2.03%3.99%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.17%0.30%0.38%Q4 2019Q3 202212
ANGL VANECK VECTORS ETF TR12120.14%0.26%0.41%Q4 2020Q3 202312
MDT MEDTRONIC PLC1110.08%0.18%0.24%Q4 2019Q2 202312
ITW ILLINOIS TOOL WKS INC410.08%0.16%0.29%Q4 2019Q3 202311
ABBV ABBVIE INC11110.08%0.13%0.18%Q1 2021Q3 202311
GOOG ALPHABET INC10100.09%0.14%0.17%Q2 2021Q3 202310
SFBS SERVISFIRST BANCSHARES...990.18%0.42%0.65%Q3 2021Q3 20239
MGK VANGUARD WORLD FD610.07%0.11%0.15%Q4 2020Q3 20239
UPS UNITED PARCEL SERVICE INC810.09%0.11%0.14%Q2 2021Q3 20239
ILCG ISHARES TR880.23%2.16%3.16%Q4 2021Q3 20238
IEMG ISHARES INC880.33%0.85%1.19%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.12%0.43%0.66%Q4 2021Q3 20238
T AT&T INC880.13%0.25%0.44%Q4 2019Q3 20218
SHY ISHARES TR880.08%0.22%0.39%Q4 2021Q3 20238
LLY LILLY ELI & CO880.10%0.12%0.16%Q4 2021Q3 20238
IMCB ISHARES TR770.42%1.28%1.48%Q1 2022Q3 20237
MUB ISHARES TR770.13%0.50%0.98%Q4 2021Q2 20237
IGSB ISHARES TR770.19%0.24%0.28%Q1 2022Q3 20237
DIS DISNEY WALT CO610.10%0.15%0.22%Q4 2019Q1 20227
FDX FEDEX CORP430.11%0.14%0.18%Q3 2020Q2 20227
XOM EXXON MOBIL CORP770.11%0.12%0.13%Q1 2022Q3 20237
JMST J P MORGAN EXCHANGE TR...664.42%5.23%5.80%Q2 2022Q3 20236
JPST J P MORGAN EXCHANGE TR...661.91%5.18%7.27%Q2 2022Q3 20236
SPYG SPDR SER TR660.48%2.53%4.82%Q2 2022Q3 20236
IJR ISHARES TR660.59%0.66%0.72%Q2 2022Q3 20236
VUG VANGUARD INDEX FDS660.23%0.48%0.63%Q2 2022Q3 20236
SPEM SPDR INDEX SHS FDS660.24%0.35%0.59%Q2 2022Q3 20236
SCHE SCHWAB STRATEGIC TR660.27%0.33%0.38%Q2 2022Q3 20236
VTI VANGUARD INDEX FDS660.24%0.33%0.38%Q2 2022Q3 20236
SCHG SCHWAB STRATEGIC TR660.12%0.22%0.28%Q2 2022Q3 20236
SUB ISHARES TR550.88%1.45%1.99%Q2 2022Q2 20235
VB VANGUARD INDEX FDS550.14%0.35%0.46%Q3 2022Q3 20235
AMAT APPLIED MATLS INC320.09%0.10%0.12%Q4 2021Q3 20235
FBND FIDELITY MERRIMACK STR TR442.32%6.25%12.55%Q4 2022Q3 20234
SPTM SPDR SER TR440.26%0.34%0.43%Q4 2022Q3 20234
QQQ INVESCO QQQ TR440.22%0.25%0.28%Q4 2019Q3 20204
ICSH ISHARES TR440.11%0.17%0.24%Q2 2022Q1 20234
VO VANGUARD INDEX FDS440.16%0.17%0.18%Q4 2022Q3 20234
SPSM SPDR SER TR440.16%0.17%0.18%Q4 2022Q3 20234
IJH ISHARES TR440.09%0.12%0.15%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP440.07%0.08%0.10%Q4 2022Q3 20234
IYH ISHARES TR440.08%0.08%0.09%Q4 2022Q3 20234
IQLT ISHARES TR332.34%2.43%2.57%Q1 2023Q3 20233
KO COCA COLA CO210.10%0.12%0.16%Q4 2020Q2 20223
AUBN AUBURN NATL BANCORP110.20%0.21%0.22%Q4 2019Q2 20202
FB META PLATFORMS INC220.10%0.12%0.14%Q4 2021Q1 20222
CVS CVS HEALTH CORP220.09%0.10%0.11%Q3 2022Q4 20222
CPE CALLON PETE CO DEL220.01%0.01%0.01%Q1 2020Q2 20202
VTV VANGUARD INDEX FDS110.78%0.78%0.78%Q4 2019Q4 20191
UTX UNITED TECHNOLOGIES CORP110.55%0.55%0.55%Q4 2019Q4 20191
IEFA ISHARES TR110.45%0.45%0.45%Q4 2019Q4 20191
RTN RAYTHEON CO110.44%0.44%0.44%Q1 2020Q1 20201
WFC WELLS FARGO CO NEW110.24%0.24%0.24%Q4 2019Q4 20191
IVOG VANGUARD ADMIRAL FDS INC110.22%0.22%0.22%Q4 2019Q4 20191
MMM 3M CO110.22%0.22%0.22%Q4 2019Q4 20191
TFC TRUIST FINL CORP110.19%0.19%0.19%Q4 2019Q4 20191
EEM ISHARES TR110.18%0.18%0.18%Q4 2019Q4 20191
VFC V F CORP110.18%0.18%0.18%Q4 2019Q4 20191
ORCL ORACLE CORP110.08%0.08%0.08%Q2 2023Q2 20231
PTEN PATTERSON-UTI ENERGY INC110.06%0.06%0.06%Q3 2023Q3 20231
F FORD MTR CO DEL110.06%0.06%0.06%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD SCOTTSDALE FDS, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Sunburst Financial Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Sunburst Financial Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sunburst Financial Group, LLC owns currently or has owned in the past.