0001951757-24-000357.txt : 20240422
0001951757-24-000357.hdr.sgml : 20240422
20240422104417
ACCESSION NUMBER: 0001951757-24-000357
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240422
DATE AS OF CHANGE: 20240422
EFFECTIVENESS DATE: 20240422
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SUTTON PLACE INVESTORS LLC
CENTRAL INDEX KEY: 0001930301
ORGANIZATION NAME:
IRS NUMBER: 831971753
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22551
FILM NUMBER: 24859916
BUSINESS ADDRESS:
STREET 1: 6 SUTTON PLACE
CITY: KATONAH
STATE: NY
ZIP: 10536
BUSINESS PHONE: (914) 767-0974
MAIL ADDRESS:
STREET 1: 6 SUTTON PLACE
CITY: KATONAH
STATE: NY
ZIP: 10536
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001930301
XXXXXXXX
03-31-2024
03-31-2024
SUTTON PLACE INVESTORS LLC
6 SUTTON PLACE
KATONAH
NY
10536
13F HOLDINGS REPORT
028-22551
N
Vito Collacuro
Chief Compliance Officer
(914) 767-0974
Vito Collacuro
Katonah
NY
04-22-2024
0
150
202084380
false
INFORMATION TABLE
2
F_13F_Settanni_Q12024.xml
3M CO
COM SHS
88579Y119
364457
3436
SH
SOLE
0
0
3436
ABBOTT LABS
COM
002824100
858019
7549
SH
SOLE
0
0
7549
ABBVIE INC
COM
00287Y109
443049
2433
SH
SOLE
0
0
2433
ALPHABET INC
CAP STK CL C
02079K107
457980
3008
SH
SOLE
0
0
3008
ALPHABET INC
CAP STK CL A
02079K305
2535322
16798
SH
SOLE
0
0
16798
AMAZON COM INC
COM
023135106
2583641
14335
SH
SOLE
0
0
14335
AMERICAN ELEC PWR CO INC
COM
025537101
518007
6016
SH
SOLE
0
0
6016
AMERICAN EXPRESS CO
COM
025816109
457817
2011
SH
SOLE
0
0
2011
APPLE INC
COM
037833100
6902258
40251
SH
SOLE
0
0
40251
BANK AMERICA CORP
COM
060505104
1182649
31188
SH
SOLE
0
0
31188
BANK NEW YORK MELLON CORP
COM
064058100
582020
10101
SH
SOLE
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0
10101
BECTON DICKINSON & CO
COM
075887109
1354294
5473
SH
SOLE
0
0
5473
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
746423
1775
SH
SOLE
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0
1775
BLACKROCK ETF TRUST
US EQT FACTOR
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1512220
34059
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SOLE
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34059
BLACKROCK ETF TRUST II
FLEXIBLE INCOME
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477858
9109
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0
9109
BRISTOL-MYERS SQUIBB CO
COM
110122108
1140240
21026
SH
SOLE
0
0
21026
BROADCOM INC
COM
11135F101
307495
232
SH
SOLE
0
0
232
CAPITAL ONE FINL CORP
COM
14040H105
389496
2616
SH
SOLE
0
0
2616
CARLISLE COS INC
COM
142339100
933387
2382
SH
SOLE
0
0
2382
CATERPILLAR INC
COM
149123101
406371
1109
SH
SOLE
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0
1109
CHEVRON CORP NEW
COM
166764100
2603285
16504
SH
SOLE
0
0
16504
CHUBB LIMITED
COM
H1467J104
1075389
4150
SH
SOLE
0
0
4150
CISCO SYS INC
COM
17275R102
1108044
22204
SH
SOLE
0
0
22204
CITIGROUP INC
COM NEW
172967424
943794
14924
SH
SOLE
0
0
14924
COCA COLA CO
COM
191216100
861965
14089
SH
SOLE
0
0
14089
COLGATE PALMOLIVE CO
COM
194162103
202342
2247
SH
SOLE
0
0
2247
COMCAST CORP NEW
CL A
20030N101
205249
4735
SH
SOLE
0
0
4735
CONAGRA BRANDS INC
COM
205887102
891897
30091
SH
SOLE
0
0
30091
CONOCOPHILLIPS
COM
20825C104
960455
7546
SH
SOLE
0
0
7546
CRANE COMPANY
COMMON STOCK
224408104
205803
1523
SH
SOLE
0
0
1523
CROWN CASTLE INC
COM
22822V101
476447
4502
SH
SOLE
0
0
4502
CVS HEALTH CORP
COM
126650100
864279
10836
SH
SOLE
0
0
10836
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
9442156
165710
SH
SOLE
0
0
165710
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
3660027
148059
SH
SOLE
0
0
148059
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
4755752
157371
SH
SOLE
0
0
157371
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
7669789
240056
SH
SOLE
0
0
240056
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
1288456
20668
SH
SOLE
0
0
20668
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
7841504
186925
SH
SOLE
0
0
186925
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
207061
7686
SH
SOLE
0
0
7686
DIMENSIONAL ETF TRUST
SHORT DURATION F
25434V864
1831361
38932
SH
SOLE
0
0
38932
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
612688
16672
SH
SOLE
0
0
16672
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
217322
7220
SH
SOLE
0
0
7220
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25434V716
240870
7000
SH
SOLE
0
0
7000
DISNEY WALT CO
COM
254687106
1312189
10724
SH
SOLE
0
0
10724
DUKE ENERGY CORP NEW
COM NEW
26441C204
1180055
12202
SH
SOLE
0
0
12202
EATON CORP PLC
SHS
G29183103
244203
781
SH
SOLE
0
0
781
ECOLAB INC
COM
278865100
250527
1085
SH
SOLE
0
0
1085
ELI LILLY & CO
COM
532457108
3267432
4200
SH
SOLE
0
0
4200
EMERSON ELEC CO
COM
291011104
1404140
12380
SH
SOLE
0
0
12380
ENBRIDGE INC
COM
29250N105
781850
21610
SH
SOLE
0
0
21610
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
1038290
66007
SH
SOLE
0
0
66007
ENTERGY CORP NEW
COM
29364G103
891834
8439
SH
SOLE
0
0
8439
EVERSOURCE ENERGY
COM
30040W108
871148
14575
SH
SOLE
0
0
14575
EXXON MOBIL CORP
COM
30231G102
3245710
27922
SH
SOLE
0
0
27922
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1100799
21433
SH
SOLE
0
0
21433
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
2042644
112110
SH
SOLE
0
0
112110
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
33739P830
616869
31100
SH
SOLE
0
0
31100
FORD MTR CO DEL
COM
345370860
360834
27171
SH
SOLE
0
0
27171
GATX CORP
COM
361448103
235893
1760
SH
SOLE
0
0
1760
GENERAL ELECTRIC CO
COM
369604137
216955
1236
SH
SOLE
0
0
1236
GENERAL MTRS CO
COM
37045V100
781653
17236
SH
SOLE
0
0
17236
GSK PLC
SPONSORED ADR
37733W204
593278
13839
SH
SOLE
0
0
13839
HOME DEPOT INC
COM
437076102
429248
1119
SH
SOLE
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0
1119
INTEL CORP
COM
458140100
929729
21207
SH
SOLE
0
0
21207
INTERNATIONAL BUSINESS MACHS
COM
459200101
1949629
10210
SH
SOLE
0
0
10210
INVESCO QQQ TR
UNIT SER 1
46090E103
247314
557
SH
SOLE
0
0
557
ISHARES INC
CORE MSCI EMKT
46434G103
267680
5188
SH
SOLE
0
0
5188
ISHARES INC
MSCI EMRG CHN
46434G764
565683
9826
SH
SOLE
0
0
9826
ISHARES TR
ESG AWR MSCI USA
46435G425
698727
6078
SH
SOLE
0
0
6078
ISHARES TR
EAFE GRWTH ETF
464288885
1105709
10653
SH
SOLE
0
0
10653
ISHARES TR
EAFE VALUE ETF
464288877
1281220
23552
SH
SOLE
0
0
23552
ISHARES TR
MSCI USA QLT FCT
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2125632
12934
SH
SOLE
0
0
12934
ISHARES TR
US INFRASTRUC
46435U713
217164
5008
SH
SOLE
0
0
5008
ISHARES TR
U.S. TECH ETF
464287721
903873
6692
SH
SOLE
0
0
6692
ISHARES TR
CORE S&P TTL STK
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40378
SH
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0
40378
ISHARES TR
S&P 500 GRWT ETF
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1205212
14273
SH
SOLE
0
0
14273
ISHARES TR
20 YR TR BD ETF
464287432
716552
7573
SH
SOLE
0
0
7573
ISHARES TR
CORE TOTAL USD
46434V613
2697967
59179
SH
SOLE
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0
59179
ISHARES TR
HDG MSCI EAFE
46434V803
429338
12309
SH
SOLE
0
0
12309
ISHARES TR
GLOBAL ENERG ETF
464287341
260406
6063
SH
SOLE
0
0
6063
ISHARES TR
MBS ETF
464288588
1153784
12484
SH
SOLE
0
0
12484
ISHARES TR
S&P 500 VAL ETF
464287408
975335
5221
SH
SOLE
0
0
5221
ISHARES TR
JPMORGAN USD EMG
464288281
228120
2544
SH
SOLE
0
0
2544
ISHARES TR
CORE MSCI EAFE
46432F842
911644
12283
SH
SOLE
0
0
12283
ISHARES TR
CORE S&P500 ETF
464287200
453705
863
SH
SOLE
0
0
863
ISHARES TR
CORE S&P MCP ETF
464287507
480453
7910
SH
SOLE
0
0
7910
ISHARES TR
US TREAS BD ETF
46429B267
273308
12003
SH
SOLE
0
0
12003
ISHARES TR
SHRT NAT MUN ETF
464288158
382683
3654
SH
SOLE
0
0
3654
ISHARES TR
S&P 100 ETF
464287101
671471
2714
SH
SOLE
0
0
2714
ISHARES TR
NATIONAL MUN ETF
464288414
443958
4126
SH
SOLE
0
0
4126
ISHARES TR
NEW YORK MUN ETF
464288323
612035
11374
SH
SOLE
0
0
11374
ISHARES TR
CORE S&P US VLU
464287663
1808800
20000
SH
SOLE
0
0
20000
ISHARES U S ETF TR
U.S. TECH INDEPD
46431W648
1770000
25000
SH
SOLE
0
0
25000
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
46654Q609
427368
6087
SH
SOLE
0
0
6087
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
46641Q167
393597
6572
SH
SOLE
0
0
6572
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
46641Q241
401454
8752
SH
SOLE
0
0
8752
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
46641Q399
995292
10540
SH
SOLE
0
0
10540
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
46641Q340
212450
2298
SH
SOLE
0
0
2298
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
46641Q670
215920
4629
SH
SOLE
0
0
4629
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
714069
14154
SH
SOLE
0
0
14154
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
345032
6800
SH
SOLE
0
0
6800
JOHNSON & JOHNSON
COM
478160104
3789125
23953
SH
SOLE
0
0
23953
JPMORGAN CHASE & CO
COM
46625H100
4551771
22725
SH
SOLE
0
0
22725
KROGER CO
COM
501044101
247316
4329
SH
SOLE
0
0
4329
MASTERCARD INCORPORATED
CL A
57636Q104
1273753
2645
SH
SOLE
0
0
2645
MEDTRONIC PLC
SHS
G5960L103
584777
6710
SH
SOLE
0
0
6710
MERCK & CO INC
COM
58933Y105
4662001
35332
SH
SOLE
0
0
35332
META PLATFORMS INC
CL A
30303M102
1467423
3022
SH
SOLE
0
0
3022
MICROSOFT CORP
COM
594918104
5641886
13410
SH
SOLE
0
0
13410
NEXTERA ENERGY INC
COM
65339F101
653096
10219
SH
SOLE
0
0
10219
NVIDIA CORPORATION
COM
67066G104
646912
716
SH
SOLE
0
0
716
PEPSICO INC
COM
713448108
1090732
6232
SH
SOLE
0
0
6232
PFIZER INC
COM
717081103
949050
34200
SH
SOLE
0
0
34200
PHILIP MORRIS INTL INC
COM
718172109
817342
8921
SH
SOLE
0
0
8921
PHILLIPS 66
COM
718546104
1025939
6281
SH
SOLE
0
0
6281
PROCTER AND GAMBLE CO
COM
742718109
3877775
23900
SH
SOLE
0
0
23900
PROSPECT CAP CORP
NOTE 6.375% 3/0
74348TAT9
35214
35000
SH
SOLE
0
0
35000
PRUDENTIAL FINL INC
COM
744320102
1237440
10540
SH
SOLE
0
0
10540
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
722894
10825
SH
SOLE
0
0
10825
REALTY INCOME CORP
COM
756109104
635946
11755
SH
SOLE
0
0
11755
RTX CORPORATION
COM
75513E101
2388802
24493
SH
SOLE
0
0
24493
SCHWAB CHARLES CORP
COM
808513105
572860
7919
SH
SOLE
0
0
7919
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
2237001
48630
SH
SOLE
0
0
48630
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2729110
28907
SH
SOLE
0
0
28907
SHELL PLC
SPON ADS
780259305
285724
4262
SH
SOLE
0
0
4262
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1447721
2768
SH
SOLE
0
0
2768
SPDR SER TR
PORTFOLIO S&P500
78464A854
9107969
148025
SH
SOLE
0
0
148025
SPDR SER TR
PORTFOLI S&P1500
78464A805
987204
15389
SH
SOLE
0
0
15389
SPDR SER TR
S&P DIVID ETF
78464A763
554340
4224
SH
SOLE
0
0
4224
STELLANTIS N.V
SHS
N82405106
280566
9914
SH
SOLE
0
0
9914
TARGET CORP
COM
87612E106
519934
2934
SH
SOLE
0
0
2934
TESLA INC
COM
88160R101
234680
1335
SH
SOLE
0
0
1335
TILRAY BRANDS INC
COM
88688T100
24700
10000
SH
SOLE
0
0
10000
TJX COS INC NEW
COM
872540109
1827487
18019
SH
SOLE
0
0
18019
TRAVELERS COMPANIES INC
COM
89417E109
1029877
4475
SH
SOLE
0
0
4475
UNION PAC CORP
COM
907818108
1277114
5193
SH
SOLE
0
0
5193
UNITED PARCEL SERVICE INC
CL B
911312106
632569
4256
SH
SOLE
0
0
4256
UNITEDHEALTH GROUP INC
COM
91324P102
1082404
2188
SH
SOLE
0
0
2188
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
1010233
13967
SH
SOLE
0
0
13967
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
258341
994
SH
SOLE
0
0
994
VANGUARD INDEX FDS
GROWTH ETF
922908736
3403305
9888
SH
SOLE
0
0
9888
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
344734
1322
SH
SOLE
0
0
1322
VANGUARD INDEX FDS
VALUE ETF
922908744
1352254
8303
SH
SOLE
0
0
8303
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
553412
10937
SH
SOLE
0
0
10937
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
92206C623
256230
1300
SH
SOLE
0
0
1300
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
969922
5311
SH
SOLE
0
0
5311
VERIZON COMMUNICATIONS INC
COM
92343V104
1784201
42521
SH
SOLE
0
0
42521
WALMART INC
COM
931142103
1539991
25594
SH
SOLE
0
0
25594
WEBSTER FINL CORP
COM
947890109
501963
9887
SH
SOLE
0
0
9887
WHITE MTNS INS GROUP LTD
COM
G9618E107
1666905
929
SH
SOLE
0
0
929