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The Analysis of Sun Group Wealth Partners's Holdings & P&L

Currently, Sun Group Wealth Partners holds 73 types of securities in its portfolio with a total value $127.2M. In the most recent quarter, they have increased their positions in XOM (+11.2K shares, valued at $1.9M), LMT (+1.3K shares, valued at $763.9K), SCHD (+20.1K shares, valued at $615.4K); decreased their positions in AAPL (-1.5K shares, valued at $391.8K), VGT (-415 shares, valued at $289.5K), WMT (-744 shares, valued at $92.5K); initiated new positions in LMT (+1.3K shares, valued at $763.9K), SCHD (+20.1K shares, valued at $615.4K), VWO (+8.5K shares, valued at $457.1K).

1M P&L

+3.9M+3.39%

3M P&L

+4.4M+3.85%

HY P&L

-26.2M-18.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure13.1M

12.2%

2N/A13.0M

12.2%

3Consumer Electronics12.7M

11.9%

Top Industries by Stock Count

1N/A19 stocks

28.4%

2Drug Manufacturers - General4 stocks

6.0%

3Semiconductors4 stocks

6.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC49.9K shares-3.00%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION10.3K shares3.26%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC63.5K shares0.56%2026-03-312026-05-06

NVDA NVIDIA CORPORATION44.9K shares7.59%2026-03-312026-05-06

BROADCOM INC BROADCOM INC22.8K shares6.57%2026-03-312026-05-06

AMZN AMAZON COM INC32.2K shares1.13%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.9K shares6.27%2026-03-312026-05-06

NFLX NETFLIX INC.48.0K shares0.42%2026-03-312026-05-06

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VGT VANGUARD WORLD FD6.5K shares-6.04%2026-03-312026-05-06

ALPHABET INC ALPHABET INC14.5K shares-0.32%2026-03-312026-05-06

XOM EXXON MOBIL CORP16.6K shares203.28%2026-03-312026-05-06

TSLA TESLA INC6.8K shares6.17%2026-03-312026-05-06

WMT WALMART INC19.7K shares-3.64%2026-03-312026-05-06

V VISA INC7.8K shares5.12%2026-03-312026-05-06

VTI VANGUARD INDEX FDS7.1K shares1.74%2026-03-312026-05-06

META META PLATFORMS INC4.0K shares28.83%2026-03-312026-05-06

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ABT ABBOTT LABORATORIES21.2K shares4.58%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC6.4K shares7.72%2026-03-312026-05-06

MSFT MICROSOFT CORP5.7K shares-0.26%2026-03-312026-05-06

ALPHABET INC ALPHABET INC6.6K shares18.21%2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC10.5K shares1.81%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO5.1K shares47.75%2026-03-312026-05-06

ABBV ABBVIE INC6.7K shares0.55%2026-03-312026-05-06

LNG CHENIERE ENERGY INC5.0K shares0.00%2026-03-312026-05-06

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LLY ELI LILLY & CO1.4K shares45.79%2026-03-312026-05-06

FDX FEDEX CORP3.5K shares0.00%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP1.8K shares20.28%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON5.0K shares18.99%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC15.8K shares0.00%2026-03-312026-05-06

VLO VALERO ENERGY CORP3.5K shares21.50%2026-03-312026-05-06

CSCO CISCO SYS INC11.1K shares5.33%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC3.9K shares5.22%2026-03-312026-05-06

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LMT LOCKHEED MARTIN CORP1.3K sharesnew addition2026-03-312026-05-06

AEHR AEHR TEST SYS17.9K shares2.11%2026-03-312026-05-06

KO COCA COLA CO8.7K shares26.64%2026-03-312026-05-06

TPL TEXAS PACIFIC LAND CORPORATI1.3K shares31.48%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR4.2K shares-4.00%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR20.1K sharesnew addition2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC680 shares32.30%2026-03-312026-05-06

MCD MCDONALDS CORP1.8K shares21.27%2026-03-312026-05-06

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PG PROCTER & GAMBLE CO3.6K shares19.24%2026-03-312026-05-06

HD HOME DEPOT INC1.5K shares5.89%2026-03-312026-05-06

INTC INTEL CORP10.4K shares0.00%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F8.5K sharesnew addition2026-03-312026-05-06

VIGI VANGUARD WHITEHALL FDS5.0K sharesnew addition2026-03-312026-05-06

BOTZ GLOBAL X FDS12.6K shares-5.81%2026-03-312026-05-06

DIS DISNEY WALT CO4.2K shares-3.42%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO4.7K sharesnew addition2026-03-312026-05-06

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IFRA ISHARES TR6.9K sharesnew addition2026-03-312026-05-06

XLI SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC3.2K shares7.94%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS5.9K sharesnew addition2026-03-312026-05-06

VHT VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-05-06

IHI ISHARES TR6.8K sharesnew addition2026-03-312026-05-06

IXJ ISHARES TR3.9K sharesnew addition2026-03-312026-05-06

DGRW WISDOMTREE TR4.0K sharesnew addition2026-03-312026-05-06

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PFE PFIZER INC11.7K shares18.06%2026-03-312026-05-06

CVX CHEVRON CORPORATION1.5K sharesnew addition2026-03-312026-05-06

PEP PEPSICO INC1.9K sharesnew addition2026-03-312026-05-06

MMC MARSH & MCLENNAN COS INC1.6K shares-7.94%2026-03-312026-05-06

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-05-06

HLI HOULIHAN LOKEY INC1.9K sharesnew addition2026-03-312026-05-06

AXP AMERICAN EXPRESS CO821 shares43.78%2026-03-312026-05-06

NMRK NEWMARK GROUP INC16.4K sharesnew addition2026-03-312026-05-06

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MA MASTERCARD INCORPORATED466 shares0.00%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS384 shares-5.42%2026-03-312026-05-06

PHYS SPROTT ASSET MANAGEMENT LP6.4K sharesnew addition2026-03-312026-05-06

IDU ISHARES TR1.9K shares2.32%2026-03-312026-05-06

VUG VANGUARD INDEX FDS514 shares0.00%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2026-03-312026-05-06

SNDK SANDISK CORP338 sharesnew addition2026-03-312026-05-06

CAT CATERPILLAR INC297 sharesnew addition2026-03-312026-05-06

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VIG VANGUARD SPECIALIZED FUNDS936 shares0.00%2026-03-312026-05-06

AAPL

APPLE INC

-3.00%

Shares49.9K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

3.26%

Shares10.3K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

0.56%

Shares63.5K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

7.59%

Shares44.9K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

6.57%

Shares22.8K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

1.13%

Shares32.2K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

6.27%

Shares13.9K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

0.42%

Shares48.0K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

-6.04%

Shares6.5K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-0.32%

Shares14.5K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

203.28%

Shares16.6K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

6.17%

Shares6.8K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

-3.64%

Shares19.7K

Event2026-03-31

Filed2026-05-06

VISA INC

5.12%

Shares7.8K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

1.74%

Shares7.1K

Event2026-03-31

Filed2026-05-06