Sun Financial Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| First Trust Exchange-Traded Fund VI | $8.76M | 4.9% |
| FIRST TR EXCHNG TRADED FD VI | $6.66M | 3.7% |
| SCHWAB STRATEGIC TR | $6.51M | 3.6% |
| ISHARES TR | $5.64M | 3.1% |
| FIRST TR EXCHANGE TRADED FD | $5.05M | 2.8% |
| FIRST TR EXCHANGE-TRADED FD | $4.88M | 2.7% |
| TIDAL TRUST III | $4.43M | 2.5% |
| J P MORGAN EXCHANGE TRADED F | $4.26M | 2.4% |
| TIDAL TRUST I | $3.58M | 2.0% |
| NVIDIA Corp | $3.53M | 2.0% |
| Alphabet Inc. | $3.46M | 1.9% |
| FIRST TR EXCHANGE-TRADED FD | $3.02M | 1.7% |
| FIRST TR EXCHANGE-TRADED FD | $2.90M | 1.6% |
| Apple Inc. | $2.88M | 1.6% |
| FIRST TR EXCHNG TRADED FD VI | $2.54M | 1.4% |
| FIRST TR EXCHANGE TRADED FD | $2.52M | 1.4% |
| MICROSOFT CORP | $2.47M | 1.4% |
| J P MORGAN EXCHANGE TRADED F | $2.41M | 1.3% |
| SCHWAB STRATEGIC TR | $2.41M | 1.3% |
| Amazon.com Inc | $2.30M | 1.3% |
| FIRST TR EXCHANGE TRADED FD | $2.09M | 1.2% |
| Meta Platforms Inc | $2.09M | 1.2% |
| JPMORGAN CHASE & CO | $2.01M | 1.1% |
| FIRST TR EXCHANGE-TRADED FD | $1.82M | 1.0% |
| COSTCO WHOLESALE CORP /NEW | $1.70M | 0.9% |
| Monster Beverage Corp | $1.70M | 0.9% |
| ISHARES TR | $1.62M | 0.9% |
| Arista Networks, Inc.ANET | $1.58M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $1.49M | 0.8% |
| AMERICAN EXPRESS CO | $1.44M | 0.8% |
| Tesla Inc | $1.42M | 0.8% |
| CAPITAL GROUP CORE BALANCED | $1.42M | 0.8% |
| THE GOLDMAN SACHS GROUP, INC. | $1.41M | 0.8% |
| CATERPILLAR INC | $1.41M | 0.8% |
| TJX Cos Inc/The | $1.39M | 0.8% |
| SPDR SERIES TRUST | $1.39M | 0.8% |
| ADVANCED MICRO DEVICES INC | $1.36M | 0.8% |
| FIRST TR EXCHANGE-TRADED ALP | $1.35M | 0.8% |
| Bank of New York Mellon Corp/The | $1.34M | 0.7% |
| GENERAL ELECTRIC CO | $1.34M | 0.7% |
| GE Vernova Inc. | $1.32M | 0.7% |
| CrowdStrike Holdings, Inc. | $1.31M | 0.7% |
| CAPITAL GRP FIXED INCM ETF T | $1.30M | 0.7% |
| INVESCO QQQ TR | $1.29M | 0.7% |
| Palantir Technologies Inc | $1.28M | 0.7% |
| KLA CORP | $1.26M | 0.7% |
| Quanta Services Inc | $1.25M | 0.7% |
| Palo Alto Networks Inc | $1.23M | 0.7% |
| CADENCE DESIGN SYSTEMS INC | $1.23M | 0.7% |
| EMERSON ELECTRIC CO | $1.20M | 0.7% |