$68.7 Million is the total value of SUTTON PLACE INVESTORS LLC's 65 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,090,000 | -19.1% | 10 | 0.0% | 5.95% | -1.5% | |
| IUSV | ISHARES TRcore s&p us vlu | $1,672,000 | -10.1% | 25,000 | 0.0% | 2.43% | +9.5% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $1,093,000 | -13.9% | 3,901 | 0.0% | 1.59% | +4.8% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $1,093,000 | -17.0% | 12,000 | 0.0% | 1.59% | +1.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $862,000 | -12.0% | 4,570 | 0.0% | 1.25% | +7.2% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $858,000 | -10.1% | 25,000 | 0.0% | 1.25% | +9.5% | |
| JMST | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $557,000 | +0.4% | 11,000 | 0.0% | 0.81% | +22.2% | |
| IETC | ISHARES U S ETF TRtechnology | $465,000 | -13.4% | 11,005 | 0.0% | 0.68% | +5.5% | |
| IVW | ISHARES TRs&p 500 grwt etf | $386,000 | -12.9% | 6,393 | 0.0% | 0.56% | +6.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $344,000 | -12.2% | 1,521 | 0.0% | 0.50% | +6.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 10.2% |
| ISHARES TR | 8 | Q3 2023 | 9.3% |
| SPDR SER TR | 8 | Q3 2023 | 8.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.4% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 3.7% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.0% |
| ISHARES TR | 8 | Q3 2023 | 3.5% |
| FIRST TR EXCH TRADED FD III | 8 | Q3 2023 | 3.0% |
| ISHARES TR | 8 | Q3 2023 | 2.4% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
View SUTTON PLACE INVESTORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-26 |
| 13F-HR | 2022-05-25 |
View SUTTON PLACE INVESTORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.