Instuitional Investor - Sun Group Wealth Partners

Fund Profile
Filing Period:
Fund Name: Sun Group Wealth Partners
Portfolio Value $146,556,627
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 49,745 $14,394,208 9.82%
2. NVDA 47,298 $9,463,928 6.46%
3. COST 9,938 $9,297,137 6.34%
4. AVGO 22,974 $8,678,655 5.92%
5. AMZN 32,712 $7,796,582 5.32%