The Analysis of SUTTON PLACE INVESTORS LLC's Holdings
Currently, SUTTON PLACE INVESTORS LLC holds 122 types of securities in its portfolio with a total value $175.4M. In the most recent quarter, they have increased their positions in XLG (+17.9K shares, valued at $1.0M), BAI (+16.9K shares, valued at $577.1K), SHLD (+7.5K shares, valued at $525.9K); decreased their positions in FPEI (-51.9K shares, valued at $1.0M), DFAE (-25.6K shares, valued at $806.0K), EFG (-6.5K shares, valued at $741.7K); initiated new positions in SHLD (+7.5K shares, valued at $525.9K), AVEM (+5.6K shares, valued at $422.4K), ABBV (+1.1K shares, valued at $265.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST169.6K shares-0.33%2025-09-302025-10-28
DFAI DIMENSIONAL ETF TRUST265.1K shares0.51%2025-09-302025-10-28 DFAC DIMENSIONAL ETF TRUST234.0K shares-0.09%2025-09-302025-10-28 DFCF DIMENSIONAL ETF TRUST179.3K shares-0.92%2025-09-302025-10-28 SPYM SPDR SERIES TRUST97.3K shares-4.02%2025-09-302025-10-28 BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-09-302025-10-28 ITOT ISHARES TR43.1K shares0.18%2025-09-302025-10-28 DFAE DIMENSIONAL ETF TRUST155.7K shares-14.10%2025-09-302025-10-28 VUG VANGUARD INDEX FDS9.7K shares-0.45%2025-09-302025-10-28 AAPL APPLE INC18.2K shares2.00%2025-09-302025-10-28 MSFT MICROSOFT CORP7.3K shares1.67%2025-09-302025-10-28 NVDA NVIDIA CORPORATION19.8K shares4.97%2025-09-302025-10-28 QUAL ISHARES TR15.2K shares-12.88%2025-09-302025-10-28 DYNF BLACKROCK ETF TRUST49.3K shares16.88%2025-09-302025-10-28 IETC ISHARES U S ETF TR27.5K shares0.10%2025-09-302025-10-28 XLE SELECT SECTOR SPDR TR29.2K shares0.73%2025-09-302025-10-28 IVW ISHARES TR20.2K shares-3.58%2025-09-302025-10-28 BBUS J P MORGAN EXCHANGE TRADED F19.8K shares-2.03%2025-09-302025-10-28 EFV ISHARES TR34.8K shares-21.34%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.7.1K shares0.44%2025-09-302025-10-28 AMZN AMAZON COM INC10.0K shares7.80%2025-09-302025-10-28 DFAS DIMENSIONAL ETF TRUST31.6K shares-0.12%2025-09-302025-10-28 XLG INVESCO EXCHANGE TRADED FD T37.5K shares91.38%2025-09-302025-10-28 IVE ISHARES TR10.0K shares4.98%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR2.9K shares-0.38%2025-09-302025-10-28 DFSD DIMENSIONAL ETF TRUST38.8K shares0.72%2025-09-302025-10-28 SCHZ SCHWAB STRATEGIC TR73.0K shares-0.81%2025-09-302025-10-28 META META PLATFORMS INC2.1K shares4.03%2025-09-302025-10-28 TSLA TESLA INC3.5K shares0.23%2025-09-302025-10-28 IEMG ISHARES INC22.8K shares-13.49%2025-09-302025-10-28 IUSB ISHARES TR31.9K shares-18.77%2025-09-302025-10-28 SPTM SPDR SERIES TRUST16.3K shares-0.06%2025-09-302025-10-28 XTEN BONDBLOXX ETF TRUST28.2K shares7.84%2025-09-302025-10-28 AVGO BROADCOM INC4.0K shares3.67%2025-09-302025-10-28 FPEI FIRST TR EXCH TRADED FD III67.8K shares-43.34%2025-09-302025-10-28 GOOGL ALPHABET INC5.3K shares1.58%2025-09-302025-10-28 DFIC DIMENSIONAL ETF TRUST38.9K shares1.38%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares0.84%2025-09-302025-10-28 BLV VANGUARD BD INDEX FDS17.6K shares1.11%2025-09-302025-10-28 XOM EXXON MOBIL CORP10.7K shares1.53%2025-09-302025-10-28 DFIV DIMENSIONAL ETF TRUST24.9K shares-7.99%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.00%2025-09-302025-10-28 DIHP DIMENSIONAL ETF TRUST36.9K shares2.39%2025-09-302025-10-28 OEF ISHARES TR3.2K shares0.03%2025-09-302025-10-28 THRO BLACKROCK ETF TRUST27.7K shares2.55%2025-09-302025-10-28 BAI BLACKROCK ETF TRUST30.4K shares125.43%2025-09-302025-10-28 JGRO J P MORGAN EXCHANGE TRADED F10.7K shares-2.97%2025-09-302025-10-28 VTV VANGUARD INDEX FDS5.0K shares0.06%2025-09-302025-10-28 JAVA J P MORGAN EXCHANGE TRADED F13.3K shares5.15%2025-09-302025-10-28 GOOG ALPHABET INC3.6K shares2.72%2025-09-302025-10-28 MBB ISHARES TR9.1K shares-0.55%2025-09-302025-10-28 SCHW SCHWAB CHARLES CORP8.9K shares0.65%2025-09-302025-10-28 ESGU ISHARES TR5.8K shares-0.09%2025-09-302025-10-28 IEFA ISHARES TR9.1K shares-0.10%2025-09-302025-10-28 DFGR DIMENSIONAL ETF TRUST29.0K shares7.31%2025-09-302025-10-28 BINC BLACKROCK ETF TRUST II13.5K shares1.16%2025-09-302025-10-28 WBS WEBSTER FINL CORP12.0K shares-1.64%2025-09-302025-10-28 SPMO INVESCO EXCH TRADED FD TR II5.8K shares-3.21%2025-09-302025-10-28 TJX TJX COS INC NEW4.7K shares-4.30%2025-09-302025-10-28 NFLX NETFLIX INC542 shares-0.55%2025-09-302025-10-28 MUB ISHARES TR5.9K shares6.24%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON3.2K shares4.33%2025-09-302025-10-28 DEHP DIMENSIONAL ETF TRUST19.5K shares-1.91%2025-09-302025-10-28 SDY SPDR SERIES TRUST4.2K shares0.00%2025-09-302025-10-28 GLDM WORLD GOLD TR7.5K shares35.94%2025-09-302025-10-28 IAGG ISHARES TR11.2K shares2.16%2025-09-302025-10-28 CAG CONAGRA BRANDS INC31.2K shares1.91%2025-09-302025-10-28 DFIS DIMENSIONAL ETF TRUST17.2K shares2.19%2025-09-302025-10-28 GE GE AEROSPACE1.8K shares1.64%2025-09-302025-10-28 EFG ISHARES TR4.7K shares-57.97%2025-09-302025-10-28 SHLD GLOBAL X FDS7.5K sharesnew addition2025-09-302025-10-28 CSCO CISCO SYS INC7.6K shares2.22%2025-09-302025-10-28 BAC BANK AMERICA CORP9.1K shares1.68%2025-09-302025-10-28 IYW ISHARES TR2.4K shares-60.41%2025-09-302025-10-28 IVV ISHARES TR687 shares-0.58%2025-09-302025-10-28 WMT WALMART INC4.4K shares0.92%2025-09-302025-10-28 V VISA INC1.3K shares0.23%2025-09-302025-10-28 MRK MERCK & CO INC5.3K shares-6.71%2025-09-302025-10-28 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares3.39%2025-09-302025-10-28 JBND J P MORGAN EXCHANGE TRADED F7.9K shares10.86%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-9.10%2025-09-302025-10-28 AVEM AMERICAN CENTY ETF TR5.6K sharesnew addition2025-09-302025-10-28 BBAG J P MORGAN EXCHANGE TRADED F8.9K shares11.14%2025-09-302025-10-28 NYF ISHARES TR7.7K shares2.16%2025-09-302025-10-28 VTEB VANGUARD MUN BD FDS8.1K shares-0.23%2025-09-302025-10-28 JCPB J P MORGAN EXCHANGE TRADED F8.5K shares13.99%2025-09-302025-10-28 PM PHILIP MORRIS INTL INC2.4K shares31.17%2025-09-302025-10-28 QQQ INVESCO QQQ TR649 shares0.00%2025-09-302025-10-28 ORCL ORACLE CORP1.4K shares11.16%2025-09-302025-10-28 FMB FIRST TR EXCH TRADED FD III7.6K shares-10.78%2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC2.1K shares4.81%2025-09-302025-10-28 BBMC J P MORGAN EXCHANGE TRADED F3.6K shares-0.66%2025-09-302025-10-28 LLY ELI LILLY & CO483 shares-4.73%2025-09-302025-10-28 MA MASTERCARD INCORPORATED646 shares-0.62%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW369 shares-1.86%2025-09-302025-10-28 HD HOME DEPOT INC833 shares2.46%2025-09-302025-10-28 DFEV DIMENSIONAL ETF TRUST10.3K shares-1.21%2025-09-302025-10-28 GEV GE VERNOVA INC515 shares0.00%2025-09-302025-10-28 DISV DIMENSIONAL ETF TRUST8.6K shares0.13%2025-09-302025-10-28 VTWG VANGUARD SCOTTSDALE FDS1.3K shares0.00%2025-09-302025-10-28 VTI VANGUARD INDEX FDS909 shares-0.44%2025-09-302025-10-28 CVX CHEVRON CORP NEW1.9K shares19.14%2025-09-302025-10-28 F FORD MTR CO23.7K shares0.88%2025-09-302025-10-28 VBK VANGUARD INDEX FDS947 shares0.00%2025-09-302025-10-28 SUB ISHARES TR2.6K shares0.04%2025-09-302025-10-28 WFC WELLS FARGO CO NEW3.2K shares1.47%2025-09-302025-10-28 DFSU DIMENSIONAL ETF TRUST6.3K shares-3.35%2025-09-302025-10-28 ABBV ABBVIE INC1.1K sharesnew addition2025-09-302025-10-28 DIS DISNEY WALT CO2.3K shares2.97%2025-09-302025-10-28 IVLU ISHARES TR7.1K shares-4.45%2025-09-302025-10-28 T AT&T INC8.8K shares-1.12%2025-09-302025-10-28 PFE PFIZER INC9.5K shares-1.42%2025-09-302025-10-28 JTEK J P MORGAN EXCHANGE TRADED F2.5K shares0.00%2025-09-302025-10-28 CAT CATERPILLAR INC475 sharesnew addition2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC2.3K shares0.94%2025-09-302025-10-28 DFSV DIMENSIONAL ETF TRUST6.9K shares0.00%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO1.4K shares-0.21%2025-09-302025-10-28 IEV ISHARES TR3.2K shares0.00%2025-09-302025-10-28 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-28 EMB ISHARES TR2.1K shares-2.67%2025-09-302025-10-28 GS GOLDMAN SACHS GROUP INC252 sharesnew addition2025-09-302025-10-28 CVS CVS HEALTH CORP2.7K sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available