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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2019-02-11 (Q4 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 | +530.82% | +9.60% | +94.88% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 2.39% | $4.5M | +132.92% | +0.03% | +10.98% | ||
| IVW - ISHARES TR | 2.21% | $4.1M | +198.98% | +5.16% | +30.22% | ||
| IVV - ISHARES TR | 2.18% | $4.1M | +169.68% | +3.60% | +26.37% | ||
| V - VISA INC | 1.95% | $3.6M | +123.21% | +11.15% | +47.24% | ||
| AMZN - AMAZON COM INC | 1.89% | $3.5M | +161.56% | +13.63% | +34.66% | ||
| JPM - JPMORGAN CHASE & CO | 1.88% | $3.5M | +250.35% | +8.18% | +39.35% | ||
| ABBV - ABBVIE INC | 1.76% | $3.3M | +252.29% | -2.63% | +29.32% | ||
| IDV - ISHARES TR | 1.75% | $3.3M | +116.18% | -0.23% | +16.93% | ||
| VLO - VALERO ENERGY CORP NEW | 1.67% | $3.1M | +288.17% | -2.35% | +6.46% | ||
| MSFT - MICROSOFT CORP | 1.65% | $3.1M | +276.91% | +16.71% | +76.60% | ||
| AMLP - ALPS ETF TR | 1.61% | $3.0M | +100.95% | +4.48% | -9.68% | ||
| XOM - EXXON MOBIL CORP | 1.58% | $2.9M | +195.02% | +1.99% | -14.21% | ||
| CVX - CHEVRON CORP NEW | 1.50% | $2.8M | +130.91% | +2.81% | -1.47% | ||
| CSCO - CISCO SYS INC | 1.46% | $2.7M | +106.68% | +9.21% | +8.57% | ||
| PG - PROCTER AND GAMBLE CO | 1.39% | $2.6M | +73.54% | +8.62% | +28.76% | ||
| PFE - PFIZER INC | 1.34% | $2.5M | -0.47% | -1.87% | -6.02% | ||
| T - AT&T INC | 1.34% | $2.5M | +92.82% | +3.71% | +35.03% | ||
| JNJ - JOHNSON & JOHNSON | 1.34% | $2.5M | +125.19% | +4.57% | +17.62% | ||
| HFRO - HIGHLAND FLOATNG RATE OPPRT | 1.33% | $2.5M | -25.16% | -2.32% | -2.60% | ||
| QCOM - QUALCOMM INC | 1.27% | $2.4M | +194.64% | +65.43% | +85.40% | ||
| DES - WISDOMTREE TR | 1.24% | $2.3M | +60.78% | -1.55% | +3.58% | ||
| DD - DOWDUPONT INC | 1.21% | $2.3M | +69.06% | -12.17% | -26.35% | ||
| AGNC - AGNC INVT CORP | 1.20% | $2.2M | +41.54% | +0.81% | +19.62% | ||
| KMB - KIMBERLY CLARK CORP | 1.12% | $2.1M | +6.15% | +10.40% | +27.26% | ||
| VZ - VERIZON COMMUNICATIONS INC | 1.09% | $2.0M | +34.07% | +5.30% | +11.46% | ||
| PEP - PEPSICO INC | 1.06% | $2.0M | +72.97% | +13.21% | +32.84% | ||
| KMI - KINDER MORGAN INC DEL | 1.05% | $2.0M | +168.60% | +8.00% | +24.18% | ||
| MCD - MCDONALDS CORP | 0.99% | $1.8M | +107.91% | +14.59% | +27.41% | ||
| IP - INTL PAPER CO | 0.97% | $1.8M | +10.48% | -3.00% | +1.27% | ||
| LUB - LUBYS INC | 0.96% | $1.8M | -7.66% | +60.13% | |||
| IJT - ISHARES TR | 0.88% | $1.6M | +75.64% | -0.84% | +11.83% | ||
| SPY - SPDR S&P 500 ETF TR | 0.86% | $1.6M | +168.42% | +3.55% | +26.21% | ||
| IWM - ISHARES TR | 0.85% | $1.6M | +81.12% | +0.08% | +12.14% | ||
| QQQ - INVESCO QQQ TR | 0.83% | $1.5M | +261.40% | +5.49% | +39.28% | ||
| KHC - KRAFT HEINZ CO | 0.78% | $1.5M | -31.61% | -31.99% | -33.37% | ||
| VGK - VANGUARD INTL EQUITY INDEX F | 0.78% | $1.5M | +102.51% | +3.55% | +18.08% | ||
| IJK - ISHARES TR | 0.73% | $1.4M | +102.80% | +1.29% | +15.64% | ||
| ITA - ISHARES TR | 0.72% | $1.3M | +135.11% | -0.27% | +19.95% | ||
| PYPL - PAYPAL HLDGS INC | 0.71% | $1.3M | -51.22% | +14.33% | +26.88% | ||
| BABA - ALIBABA GROUP HLDG LTD | 0.69% | $1.3M | -24.28% | +0.24% | +32.26% | ||
| PBF - PBF ENERGY INC | 0.69% | $1.3M | +48.72% | -19.85% | -15.49% | ||
| GIS - GENERAL MLS INC | 0.68% | $1.3M | +9.08% | +18.87% | +24.87% | ||
| AMGN - AMGEN INC | 0.63% | $1.2M | +131.80% | -9.84% | +24.86% | ||
| BRG - BLUEROCK RESIDENTIAL GRW REI | 0.62% | $1.2M | +10.28% | +23.02% | |||
| DIA - SPDR DOW JONES INDL AVRG ETF | 0.61% | $1.1M | +110.70% | +0.85% | +19.64% | ||
| M - MACYS INC | 0.61% | $1.1M | -3.37% | -12.34% | -26.42% | ||
| BAC - BANK AMER CORP | 0.60% | $1.1M | +105.61% | -0.79% | +24.79% | ||
| HD - HOME DEPOT INC | 0.60% | $1.1M | +109.17% | +4.31% | +34.99% | ||
| ACN - ACCENTURE PLC IRELAND | 0.59% | $1.1M | +44.40% | +10.51% | +38.11% | ||