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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2018-11-14 (Q3 2018) | Holdings: 222 | Value: $186.8M | 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 |
| AAPL - APPLE INC | 2.44% | $4.6M | +472.02% | -9.15% | +43.19% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 2.39% | $4.5M | +122.20% | -4.44% | +2.29% | ||
| IVW - ISHARES TR | Add 1% ($37.0K) | 2.21% | $4.1M | +206.33% | +4.32% | +18.43% | |
| IVV - ISHARES TR | Add 1% ($52.7K) | 2.18% | $4.1M | +174.77% | +3.79% | +18.36% | |
| V - VISA INC | Add 12% ($389.9K) | 1.95% | $3.6M | +127.94% | +4.55% | +30.30% | |
| AMZN - AMAZON COM INC | Add 37% ($953.4K) | 1.89% | $3.5M | +165.36% | +1.70% | +10.02% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($38.4K) | 1.88% | $3.5M | +232.67% | -1.69% | +23.41% | |
| ABBV - ABBVIE INC | Reduce 7% $(264.8K) | 1.76% | $3.3M | +225.52% | -6.61% | +6.86% | |
| IDV - ISHARES TR | Reduce 6% $(208.8K) | 1.75% | $3.3M | +118.39% | +1.98% | +11.45% | |
| VLO - VALERO ENERGY CORP NEW | Add 12% ($324.7K) | 1.67% | $3.1M | +304.83% | +5.58% | +28.68% | |
| MSFT - MICROSOFT CORP | Add 4% ($129.0K) | 1.65% | $3.1M | +281.04% | +3.08% | +44.46% | |
| AMLP - ALPS ETF TR | Add 17% ($446.0K) | 1.61% | $3.0M | +105.16% | +5.85% | -8.58% | |
| XOM - EXXON MOBIL CORP | Reduce 5% $(167.8K) | 1.58% | $2.9M | +192.11% | +2.48% | -5.43% | |
| CVX - CHEVRON CORP NEW | Add 10% ($254.1K) | 1.50% | $2.8M | +140.40% | +6.06% | +10.45% | |
| CSCO - CISCO SYS INC | Add 12% ($299.3K) | 1.46% | $2.7M | +110.37% | +6.44% | -0.93% | |
| PG - PROCTER AND GAMBLE CO | Add 8% ($199.1K) | 1.39% | $2.6M | +84.38% | +6.35% | +32.79% | |
| PFE - PFIZER INC | Add 12% ($264.0K) | 1.34% | $2.5M | -1.93% | +0.16% | -9.45% | |
| T - AT&T INC | Add 3% ($65.2K) | 1.34% | $2.5M | +92.79% | +2.06% | +38.34% | |
| JNJ - JOHNSON & JOHNSON | Add 6% ($148.8K) | 1.34% | $2.5M | +108.72% | -4.30% | -3.31% | |
| HFRO - HIGHLAND FLOATNG RATE OPPRT | Add 31% ($592.7K) | 1.33% | $2.5M | -30.23% | -7.98% | -17.27% | |
| QCOM - QUALCOMM INC | Add 24% ($453.4K) | 1.27% | $2.4M | +183.84% | -2.39% | +75.47% | |
| DES - WISDOMTREE TR | Add 13% ($269.2K) | 1.24% | $2.3M | +62.48% | +3.55% | +5.06% | |
| DD - DOWDUPONT INC | Add 12% ($244.8K) | 1.21% | $2.3M | +55.59% | -4.97% | -14.78% | |
| AGNC - AGNC INVT CORP | Reduce 1% $(12.0K) | 1.20% | $2.2M | +50.36% | +5.05% | +13.05% | |
| KMB - KIMBERLY CLARK CORP | Add 9% ($167.2K) | 1.12% | $2.1M | +13.23% | +7.99% | +22.92% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 13% ($227.2K) | 1.09% | $2.0M | +25.34% | -5.29% | +5.40% | |
| PEP - PEPSICO INC | Add 9% ($171.0K) | 1.06% | $2.0M | +69.55% | +0.34% | +18.45% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 1.05% | $2.0M | +196.71% | +12.62% | +27.06% | |
| MCD - MCDONALDS CORP | Reduce 9% $(193.0K) | 0.99% | $1.8M | +99.84% | -1.03% | +8.54% | |
| IP - INTL PAPER CO | Add 31% ($430.9K) | 0.97% | $1.8M | +13.67% | +5.43% | +6.88% | |
| LUB - LUBYS INC | 0.96% | $1.8M | +36.36% | +82.73% | |||
| IJT - ISHARES TR | Add 1% ($12.3K) | 0.88% | $1.6M | +77.94% | +4.14% | +5.10% | |
| SPY - SPDR S&P 500 ETF TR | Add 12% ($166.0K) | 0.86% | $1.6M | +173.65% | +3.80% | +18.31% | |
| IWM - ISHARES TR | Add 12% ($173.2K) | 0.85% | $1.6M | +85.93% | +5.56% | +8.43% | |
| QQQ - INVESCO QQQ TR | Add 1% ($10.4K) | 0.83% | $1.5M | +272.87% | +4.61% | +24.19% | |
| KHC - KRAFT HEINZ CO | Add 11% ($142.5K) | 0.78% | $1.5M | -37.41% | -8.42% | -36.46% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Add 14% ($181.8K) | 0.78% | $1.5M | +104.90% | +3.16% | +13.95% | |
| IJK - ISHARES TR | Add 2% ($31.7K) | 0.73% | $1.4M | +108.67% | +5.07% | +11.78% | |
| ITA - ISHARES TR | Reduce 2% $(27.0K) | 0.72% | $1.3M | +149.33% | +8.72% | +23.07% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(9.0K) | 0.71% | $1.3M | -45.60% | +13.27% | +24.36% | |
| BABA - ALIBABA GROUP HLDG LTD | Add 15% ($167.0K) | 0.69% | $1.3M | -16.01% | +8.67% | +21.31% | |
| PBF - PBF ENERGY INC | Add 7% ($80.6K) | 0.69% | $1.3M | +38.83% | -8.24% | -8.66% | |
| GIS - GENERAL MLS INC | Add 18% ($189.8K) | 0.68% | $1.3M | +8.19% | +1.55% | +21.84% | |
| AMGN - AMGEN INC | New Purchase | 0.63% | $1.2M | +130.56% | +0.77% | +20.83% | |
| BRG - BLUEROCK RESIDENTIAL GRW REI | Add 1% ($9.2K) | 0.62% | $1.2M | +16.82% | +37.73% | ||
| DIA - SPDR DOW JONES INDL AVRG ETF | Add 3% ($30.2K) | 0.61% | $1.1M | +114.05% | +4.26% | +14.65% | |
| M - MACYS INC | New Purchase | 0.61% | $1.1M | -24.76% | -22.54% | -44.57% | |
| BAC - BANK AMER CORP | Reduce 2% $(20.6K) | 0.60% | $1.1M | +118.03% | +7.86% | +24.11% | |
| HD - HOME DEPOT INC | Add 1% ($12.4K) | 0.60% | $1.1M | +116.10% | +8.12% | +36.11% | |
| ACN - ACCENTURE PLC IRELAND | Add 5% ($51.1K) | 0.59% | $1.1M | +40.88% | -0.43% | +24.62% | |
| C - CITIGROUP INC | Reduce 100% | 0.00% | $0.00 | +40.07% | +2.78% | +21.51% | |
| 7203 - TOYOTA MOTOR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||