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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2018-08-08 (Q2 2018) | Holdings: 214 | Value: $167.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 2.33% | $3.9M | +128.40% | +5.09% | -4.76% | |
| IVW - ISHARES TR | New Purchase | 2.25% | $3.8M | +186.00% | -2.94% | +5.62% | |
| IVV - ISHARES TR | New Purchase | 2.25% | $3.8M | +159.94% | -2.20% | +4.23% | |
| AAPL - APPLE INC | New Purchase | 2.24% | $3.7M | +423.53% | -0.66% | -1.18% | |
| ABBV - ABBVIE INC | New Purchase | 2.08% | $3.5M | +206.06% | -4.73% | -26.73% | |
| IDV - ISHARES TR | New Purchase | 2.05% | $3.4M | +106.21% | -3.50% | -5.85% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.92% | $3.2M | +208.57% | -4.63% | -3.79% | |
| XOM - EXXON MOBIL CORP | New Purchase | 1.81% | $3.0M | +183.12% | +2.23% | -8.41% | |
| V - VISA INC | New Purchase | 1.72% | $2.9M | +125.64% | +2.43% | +28.07% | |
| LUB - LUBYS INC | New Purchase | 1.63% | $2.7M | -47.35% | -52.54% | ||
| VLO - VALERO ENERGY CORP NEW | New Purchase | 1.62% | $2.7M | +184.94% | -24.45% | -29.02% | |
| CVX - CHEVRON CORP NEW | New Purchase | 1.57% | $2.6M | +124.71% | -2.67% | +2.69% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.52% | $2.5M | +267.63% | +0.26% | +27.56% | |
| AMLP - ALPS ETF TR | New Purchase | 1.45% | $2.4M | +79.56% | -8.99% | -11.97% | |
| T - AT&T INC | New Purchase | 1.39% | $2.3M | +83.27% | -3.87% | +13.43% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 1.34% | $2.2M | +110.58% | +13.08% | +45.99% | |
| AGNC - AGNC INVT CORP | New Purchase | 1.34% | $2.2M | +41.39% | -1.68% | +1.46% | |
| AMZN - AMAZON COM INC | New Purchase | 1.30% | $2.2M | +122.92% | -9.01% | -3.95% | |
| CSCO - CISCO SYS INC | New Purchase | 1.28% | $2.1M | +125.84% | +8.06% | +22.73% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.23% | $2.1M | +129.07% | +11.23% | +3.07% | |
| DD - DOWDUPONT INC | New Purchase | 1.23% | $2.1M | +31.54% | -13.66% | -26.46% | |
| DES - WISDOMTREE TR | New Purchase | 1.23% | $2.0M | +51.13% | -4.68% | -10.35% | |
| HFRO - HIGHLAND FLOATNG RATE OPPRT | New Purchase | 1.15% | $1.9M | -32.48% | -1.94% | -10.75% | |
| MCD - MCDONALDS CORP | New Purchase | 1.14% | $1.9M | +131.64% | +17.79% | +42.69% | |
| PFE - PFIZER INC | New Purchase | 1.10% | $1.8M | +2.18% | +8.04% | -8.89% | |
| KMB - KIMBERLY CLARK CORP | New Purchase | 1.07% | $1.8M | +12.90% | -1.39% | +27.90% | |
| PEP - PEPSICO INC | New Purchase | 1.06% | $1.8M | +74.41% | +3.80% | +16.30% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 1.02% | $1.7M | +41.62% | +12.24% | +10.48% | |
| IJT - ISHARES TR | New Purchase | 0.91% | $1.5M | +57.85% | -8.02% | -9.64% | |
| KHC - KRAFT HEINZ CO | New Purchase | 0.90% | $1.5M | -44.90% | -9.69% | -53.94% | |
| QCOM - QUALCOMM INC | New Purchase | 0.89% | $1.5M | +136.84% | -12.08% | +14.37% | |
| IP - INTL PAPER CO | New Purchase | 0.87% | $1.5M | -2.24% | -12.08% | -21.64% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.85% | $1.4M | +238.44% | -5.56% | +3.39% | |
| IWM - ISHARES TR | New Purchase | 0.82% | $1.4M | +65.11% | -7.85% | -9.06% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.80% | $1.3M | +158.76% | -2.28% | +4.15% | |
| IJK - ISHARES TR | New Purchase | 0.77% | $1.3M | +88.67% | -7.04% | -2.36% | |
| VGK - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.76% | $1.3M | +84.14% | -7.96% | -5.58% | |
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.76% | $1.3M | -28.38% | -19.22% | -11.26% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.75% | $1.3M | -47.55% | -0.17% | +20.61% | |
| ITA - ISHARES TR | New Purchase | 0.73% | $1.2M | +135.24% | -1.12% | +7.23% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.69% | $1.2M | +69.01% | -8.83% | -18.01% | |
| C - CITIGROUP INC | New Purchase | 0.66% | $1.1M | +105.97% | -8.60% | -6.25% | |
| GIS - GENERAL MLS INC | New Purchase | 0.66% | $1.1M | +8.52% | +1.25% | +24.25% | |
| BAC - BANK AMER CORP | New Purchase | 0.66% | $1.1M | +87.40% | -9.68% | -8.83% | |
| HD - HOME DEPOT INC | New Purchase | 0.63% | $1.0M | +95.39% | -6.06% | +8.26% | |
| BRG - BLUEROCK RESIDENTIAL GRW REI | New Purchase | 0.62% | $1.0M | -1.80% | +35.57% | ||
| 7203 - TOYOTA MOTOR CORP | New Purchase | 0.62% | $1.0M | +98.89% | -6.15% | +4.93% | |
| PBF - PBF ENERGY INC | New Purchase | 0.61% | $1.0M | +6.30% | -19.58% | -53.18% | |
| DIA - SPDR DOW JONES INDL AVRG ETF | New Purchase | 0.61% | $1.0M | +110.40% | +2.18% | +5.16% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.61% | $1.0M | +41.10% | +3.43% | +20.92% | |