Form 13F-HR SUTTON PLACE INVESTORS For: Jun 30
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The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
The reader should not assume that the information is accurate
and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F
FORM 13F COVER PAGE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average burden |
hours per response: |
23.8 |
|
|
Report for the Calendar Year or Quarter Ended: |
06-30-2022 |
Check here if Amendment |
|
Amendment Number: |
|
This Amendment (Check only one.): |
|
is a restatement. |
|
|
adds new holdings entries. |
Institutional Investment Manager Filing
this Report: |
Name: |
SUTTON PLACE INVESTORS LLC |
Address: |
6 SUTTON PLACE |
|
|
|
KATONAH
,
NY10536
|
Form 13F File Number: |
028-22551 |
The institutional investment manager filing this report and
the person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all information
contained herein is true, correct and complete, and that it is
understood that all required items, statements, schedules, lists, and
tables, are considered integral parts of this form.
Person Signing this Report on Behalf of
Reporting Manager: |
Name: |
DAVID SETTANNI |
Title: |
Chief Compliance Officer |
Phone: |
(914) 767-0974 |
Signature, Place, and Date of Signing: |
DAVID SETTANNI |
KATONAH
,
NY
|
08-12-2022 |
[Signature] |
[City, State] |
[Date] |
|
Report Type (Check only one.): |
X |
13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.) |
|
13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other reporting
manager(s).) |
|
13F COMBINATION REPORT. (Check here if a portion of
the holdings for this reporting manager are reported in this
report and a portion are reported by other reporting manager(s).) |
Form 13F Summary Page |
|
Report Summary: |
|
Number of Other Included
Managers: |
0 |
|
|
|
Form 13F Information Table Entry Total: |
65 |
|
Form 13F Information Table Value Total: |
68,734 |
|
(thousands) |
|
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
|
|
|
Form 13F File Number |
Name |
List of Other Included
Managers: |
Provide a numbered list of the name(s) and Form 13F file number(s)
of all institutional investment managers with respect to which this
report is filed, other than the
manager filing this report.
|
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.]
|
|
No. |
Form 13F File Number |
Name |
The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
The reader should not assume that the information is
accurate and complete.
|
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F
FORM 13F INFORMATION TABLE
|
OMB APPROVAL |
OMB Number: |
3235-0006 |
Expires: |
July 31, 2015 |
Estimated average
burden |
hours per response:
|
23.8 |
|
|
COLUMN 1 |
COLUMN 2 |
COLUMN 3 |
COLUMN 4 |
COLUMN 5 |
COLUMN 6 |
COLUMN 7 |
COLUMN 8 |
|
|
|
VALUE |
SHRS OR |
SH/ |
PUT/ |
INVESTMENT |
OTHER |
VOTING AUTHORITY |
NAME OF ISSUER |
TITLE OF CLASS |
CUSIP |
(x$1000) |
PRN AMT |
PRN |
CALL |
DISCRETION |
MANAGER |
SOLE |
SHARED |
NONE |
ISHARES TR |
CORE S&P TTL STK |
464287150 |
6,392 |
76,291 |
SH |
|
SOLE |
|
0 |
0 |
76,291 |
SPDR SER TR |
PORTFOLIO S&P500 |
78464A854 |
5,068 |
114,290 |
SH |
|
SOLE |
|
0 |
0 |
114,290 |
DIMENSIONAL ETF TRUST |
US CORE EQUITY 2 |
25434V708 |
4,571 |
196,170 |
SH |
|
SOLE |
|
0 |
0 |
196,170 |
BERKSHIRE HATHAWAY INC DEL |
CL A |
084670108 |
4,090 |
10 |
SH |
|
SOLE |
|
0 |
0 |
10 |
ISHARES TR |
MSCI ACWI ETF |
464288257 |
3,933 |
46,879 |
SH |
|
SOLE |
|
0 |
0 |
46,879 |
ISHARES TR |
ESG AWR MSCI USA |
46435G425 |
2,408 |
28,705 |
SH |
|
SOLE |
|
0 |
0 |
28,705 |
SELECT SECTOR SPDR TR |
ENERGY |
81369Y506 |
2,233 |
31,221 |
SH |
|
SOLE |
|
0 |
0 |
31,221 |
FIRST TR EXCH TRADED FD III |
PFD SECS INC ETF |
33739E108 |
2,001 |
116,130 |
SH |
|
SOLE |
|
0 |
0 |
116,130 |
FIRST TR EXCH TRADED FD III |
MANAGD MUN ETF |
33739N108 |
1,801 |
35,591 |
SH |
|
SOLE |
|
0 |
0 |
35,591 |
DIMENSIONAL ETF TRUST |
INTL CORE EQT MK |
25434V203 |
1,761 |
72,955 |
SH |
|
SOLE |
|
0 |
0 |
72,955 |
ISHARES TR |
CORE S&P US VLU |
464287663 |
1,672 |
25,000 |
SH |
|
SOLE |
|
0 |
0 |
25,000 |
APPLE INC |
COM |
037833100 |
1,547 |
11,315 |
SH |
|
SOLE |
|
0 |
0 |
11,315 |
ISHARES TR |
US TREAS BD ETF |
46429B267 |
1,399 |
58,551 |
SH |
|
SOLE |
|
0 |
0 |
58,551 |
DIMENSIONAL ETF TRUST |
US SMALL CAP ETF |
25434V500 |
1,352 |
28,169 |
SH |
|
SOLE |
|
0 |
0 |
28,169 |
FIRST TR EXCHANGE-TRADED FD |
RISNG DIVD ACHIV |
33738R506 |
1,220 |
29,826 |
SH |
|
SOLE |
|
0 |
0 |
29,826 |
ISHARES TR |
EAFE VALUE ETF |
464288877 |
1,210 |
27,875 |
SH |
|
SOLE |
|
0 |
0 |
27,875 |
DIMENSIONAL ETF TRUST |
EMGR CRE EQT MNG |
25434V302 |
1,160 |
50,066 |
SH |
|
SOLE |
|
0 |
0 |
50,066 |
ISHARES TR |
CORE TOTAL USD |
46434V613 |
1,104 |
23,569 |
SH |
|
SOLE |
|
0 |
0 |
23,569 |
VANGUARD INDEX FDS |
REAL ESTATE ETF |
922908553 |
1,093 |
12,000 |
SH |
|
SOLE |
|
0 |
0 |
12,000 |
INVESCO QQQ TR |
UNIT SER 1 |
46090E103 |
1,093 |
3,901 |
SH |
|
SOLE |
|
0 |
0 |
3,901 |
ISHARES TR |
EAFE GRWTH ETF |
464288885 |
1,022 |
12,695 |
SH |
|
SOLE |
|
0 |
0 |
12,695 |
ISHARES TR |
CORE MSCI EAFE |
46432F842 |
980 |
16,650 |
SH |
|
SOLE |
|
0 |
0 |
16,650 |
SPDR SER TR |
PORTFOLI S&P1500 |
78464A805 |
915 |
19,694 |
SH |
|
SOLE |
|
0 |
0 |
19,694 |
VANGUARD INDEX FDS |
VALUE ETF |
922908744 |
912 |
6,918 |
SH |
|
SOLE |
|
0 |
0 |
6,918 |
SCHWAB STRATEGIC TR |
US AGGREGATE B |
808524839 |
904 |
18,884 |
SH |
|
SOLE |
|
0 |
0 |
18,884 |
DIMENSIONAL ETF TRUST |
SHORT DURATION F |
25434V864 |
903 |
19,270 |
SH |
|
SOLE |
|
0 |
0 |
19,270 |
VANGUARD INDEX FDS |
GROWTH ETF |
922908736 |
887 |
3,981 |
SH |
|
SOLE |
|
0 |
0 |
3,981 |
VANGUARD INDEX FDS |
TOTAL STK MKT |
922908769 |
862 |
4,570 |
SH |
|
SOLE |
|
0 |
0 |
4,570 |
SPDR INDEX SHS FDS |
S&P INTL ETF |
78463X772 |
858 |
25,000 |
SH |
|
SOLE |
|
0 |
0 |
25,000 |
EXXON MOBIL CORP |
COM |
30231G102 |
796 |
9,299 |
SH |
|
SOLE |
|
0 |
0 |
9,299 |
MICROSOFT CORP |
COM |
594918104 |
749 |
2,916 |
SH |
|
SOLE |
|
0 |
0 |
2,916 |
FIRST TR EXCHANGE-TRADED FD |
LUNT US FACTOR |
33733E872 |
723 |
26,575 |
SH |
|
SOLE |
|
0 |
0 |
26,575 |
ISHARES TR |
NATIONAL MUN ETF |
464288414 |
590 |
5,549 |
SH |
|
SOLE |
|
0 |
0 |
5,549 |
ISHARES TR |
FALN ANGLS USD |
46435G474 |
590 |
23,960 |
SH |
|
SOLE |
|
0 |
0 |
23,960 |
J P MORGAN EXCHANGE TRADED F |
ULTRA SHT MUNCPL |
46641Q654 |
557 |
11,000 |
SH |
|
SOLE |
|
0 |
0 |
11,000 |
DIMENSIONAL ETF TRUST |
INTERNATNAL VAL |
25434V807 |
538 |
18,630 |
SH |
|
SOLE |
|
0 |
0 |
18,630 |
ISHARES TR |
MBS ETF |
464288588 |
504 |
5,170 |
SH |
|
SOLE |
|
0 |
0 |
5,170 |
JPMORGAN CHASE & CO |
COM |
46625H100 |
497 |
4,410 |
SH |
|
SOLE |
|
0 |
0 |
4,410 |
SCHWAB STRATEGIC TR |
US TIPS ETF |
808524870 |
495 |
8,869 |
SH |
|
SOLE |
|
0 |
0 |
8,869 |
SCHWAB CHARLES CORP |
COM |
808513105 |
467 |
7,389 |
SH |
|
SOLE |
|
0 |
0 |
7,389 |
ISHARES U S ETF TR |
TECHNOLOGY |
46431W648 |
465 |
11,005 |
SH |
|
SOLE |
|
0 |
0 |
11,005 |
WISDOMTREE TR |
EM EX ST-OWNED |
97717X578 |
437 |
15,252 |
SH |
|
SOLE |
|
0 |
0 |
15,252 |
ISHARES TR |
S&P 500 GRWT ETF |
464287309 |
386 |
6,393 |
SH |
|
SOLE |
|
0 |
0 |
6,393 |
ISHARES TR |
CORE S&P MCP ETF |
464287507 |
344 |
1,521 |
SH |
|
SOLE |
|
0 |
0 |
1,521 |
INVESCO EXCH TRADED FD TR II |
S&P EMRNG MKTS |
46138E297 |
337 |
14,502 |
SH |
|
SOLE |
|
0 |
0 |
14,502 |
WEBSTER FINL CORP |
COM |
947890109 |
309 |
7,324 |
SH |
|
SOLE |
|
0 |
0 |
7,324 |
PVH CORPORATION |
COM |
693656100 |
292 |
5,136 |
SH |
|
SOLE |
|
0 |
0 |
5,136 |
UNITEDHEALTH GROUP INC |
COM |
91324P102 |
281 |
547 |
SH |
|
SOLE |
|
0 |
0 |
547 |
ISHARES TR |
0-5YR HI YL CP |
46434V407 |
280 |
6,898 |
SH |
|
SOLE |
|
0 |
0 |
6,898 |
DIMENSIONAL ETF TRUST |
CORE FIXED INCOM |
25434V872 |
274 |
6,281 |
SH |
|
SOLE |
|
0 |
0 |
6,281 |
FIRST TR EXCH TRADED FD III |
SHRT DUR MNG MUN |
33739P830 |
263 |
13,240 |
SH |
|
SOLE |
|
0 |
0 |
13,240 |
ISHARES TR |
CORE HIGH DV ETF |
46429B663 |
261 |
2,601 |
SH |
|
SOLE |
|
0 |
0 |
2,601 |
FORD MTR CO DEL |
COM |
345370860 |
254 |
22,822 |
SH |
|
SOLE |
|
0 |
0 |
22,822 |
JOHNSON & JOHNSON |
COM |
478160104 |
254 |
1,430 |
SH |
|
SOLE |
|
0 |
0 |
1,430 |
ISHARES U S ETF TR |
BLACKROCK SHORT |
46431W838 |
251 |
5,040 |
SH |
|
SOLE |
|
0 |
0 |
5,040 |
ISHARES TR |
MSCI USA MIN VOL |
46429B697 |
241 |
3,434 |
SH |
|
SOLE |
|
0 |
0 |
3,434 |
ISHARES TR |
CORE S&P500 ETF |
464287200 |
234 |
616 |
SH |
|
SOLE |
|
0 |
0 |
616 |
FIRST TR EXCHANGE TRADED FD |
INDXX NAT RE ETF |
33734X838 |
227 |
17,060 |
SH |
|
SOLE |
|
0 |
0 |
17,060 |
ISHARES TR |
MSCI USA VALUE |
46432F388 |
226 |
2,502 |
SH |
|
SOLE |
|
0 |
0 |
2,502 |
CISCO SYS INC |
COM |
17275R102 |
216 |
5,074 |
SH |
|
SOLE |
|
0 |
0 |
5,074 |
BERKSHIRE HATHAWAY INC DEL |
CL B NEW |
084670702 |
212 |
777 |
SH |
|
SOLE |
|
0 |
0 |
777 |
INTERNATIONAL BUSINESS MACHS |
COM |
459200101 |
212 |
1,505 |
SH |
|
SOLE |
|
0 |
0 |
1,505 |
ISHARES TR |
GLOBAL FINLS ETF |
464287333 |
212 |
3,232 |
SH |
|
SOLE |
|
0 |
0 |
3,232 |
SPDR SER TR |
NYSE TECH ETF |
78464A102 |
208 |
2,020 |
SH |
|
SOLE |
|
0 |
0 |
2,020 |
ISHARES TR |
MSCI USA QLT FCT |
46432F339 |
201 |
1,803 |
SH |
|
SOLE |
|
0 |
0 |
1,803 |