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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2019-05-15 (Q1 2019) | Holdings: 229 | Value: $200.0M | 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 | Add 35% ($1.3M) | 2.59% | $5.2M | +462.85% | +9.15% | +67.83% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 11% ($481.1K) | 2.34% | $4.7M | +134.11% | -2.05% | -13.95% | |
| HDV - ISHARES TR | New Purchase | 2.23% | $4.5M | +85.72% | -0.46% | -8.54% | |
| IVW - ISHARES TR | Add 2% ($74.6K) | 2.05% | $4.1M | +178.75% | +1.96% | +13.34% | |
| V - VISA INC | Add 3% ($131.2K) | 1.96% | $3.9M | +93.00% | +9.20% | +17.82% | |
| IVV - ISHARES TR | Reduce 9% $(360.3K) | 1.80% | $3.6M | +155.81% | +1.60% | +5.34% | |
| CVX - CHEVRON CORP NEW | Add 25% ($696.1K) | 1.76% | $3.5M | +121.41% | -3.30% | -19.89% | |
| PG - PROCTER AND GAMBLE CO | Add 5% ($176.6K) | 1.71% | $3.4M | +58.83% | +12.38% | +11.67% | |
| AGG - ISHARES TR | New Purchase | 1.67% | $3.3M | +10.87% | +4.97% | +9.99% | |
| ITOT - ISHARES TR | New Purchase | 1.61% | $3.2M | +145.18% | +1.10% | +3.39% | |
| JPM - JPMORGAN CHASE & CO | Reduce 3% $(105.7K) | 1.52% | $3.0M | +220.44% | -1.93% | -15.59% | |
| CSCO - CISCO SYS INC | Reduce 3% $(88.6K) | 1.46% | $2.9M | +78.89% | -12.92% | -14.39% | |
| ABBV - ABBVIE INC | Add 4% ($109.2K) | 1.46% | $2.9M | +252.13% | -17.18% | +22.71% | |
| MSFT - MICROSOFT CORP | Reduce 9% $(293.6K) | 1.44% | $2.9M | +213.13% | +7.76% | +47.27% | |
| AMLP - ALPS ETF TR | Reduce 5% $(128.2K) | 1.34% | $2.7M | +88.29% | -8.41% | -43.97% | |
| XOM - EXXON MOBIL CORP | Reduce 6% $(168.9K) | 1.31% | $2.6M | +186.64% | -9.49% | -37.12% | |
| T - AT&T INC | Add 12% ($286.2K) | 1.31% | $2.6M | +80.69% | +13.22% | -0.32% | |
| SHV - ISHARES TR | New Purchase | 1.30% | $2.6M | +19.64% | +0.71% | +2.23% | |
| VLO - VALERO ENERGY CORP NEW | Add 9% ($197.8K) | 1.26% | $2.5M | +281.87% | -5.76% | -19.50% | |
| PFE - PFIZER INC | Add 3% ($64.5K) | 1.24% | $2.5M | -0.00% | -15.01% | -3.80% | |
| KMI - KINDER MORGAN INC DEL | Add 9% ($201.8K) | 1.21% | $2.4M | +141.81% | +0.71% | -19.21% | |
| AMZN - AMAZON COM INC | Reduce 24% $(758.6K) | 1.19% | $2.4M | +122.46% | -4.95% | +28.65% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 3% ($57.6K) | 1.16% | $2.3M | +26.77% | +0.43% | +1.93% | |
| KMB - KIMBERLY CLARK CORP | Reduce 2% $(36.1K) | 1.12% | $2.3M | -4.58% | +9.93% | +9.99% | |
| PEP - PEPSICO INC | Add 2% ($47.9K) | 1.11% | $2.2M | +50.17% | +2.59% | +7.72% | |
| DES - WISDOMTREE TR | Reduce 1% $(21.5K) | 1.07% | $2.1M | +60.94% | -5.52% | -26.48% | |
| QCOM - QUALCOMM INC | Add 12% ($220.1K) | 1.05% | $2.1M | +78.32% | -11.74% | -1.43% | |
| QQQ - INVESCO QQQ TR | Add 26% ($391.0K) | 0.94% | $1.9M | +234.11% | +1.52% | +25.27% | |
| SPY - SPDR S&P 500 ETF TR | Add 21% ($320.7K) | 0.94% | $1.9M | +154.70% | +1.54% | +5.31% | |
| JNJ - JOHNSON & JOHNSON | Reduce 27% $(690.0K) | 0.92% | $1.8M | +115.06% | -3.73% | +12.62% | |
| RTL - AMERICAN FIN TR INC | New Purchase | 0.90% | $1.8M | +12.30% | -29.89% | ||
| MCD - MCDONALDS CORP | Reduce 16% $(333.8K) | 0.88% | $1.8M | +81.14% | +10.23% | -7.63% | |
| EFV - ISHARES TR | New Purchase | 0.87% | $1.7M | +106.82% | -5.25% | -18.67% | |
| CRM - SALESFORCE COM INC | New Purchase | 0.86% | $1.7M | +20.86% | -8.21% | +10.04% | |
| IP - INTL PAPER CO | 0.85% | $1.7M | +11.80% | -11.22% | -23.55% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 3% $(39.4K) | 0.76% | $1.5M | -59.01% | -4.53% | +31.51% | |
| LUB - LUBYS INC | 0.76% | $1.5M | -14.66% | -44.25% | |||
| DGRO - ISHARES TR | New Purchase | 0.74% | $1.5M | +123.08% | +1.47% | +0.51% | |
| AGNC - AGNC INVT CORP | Reduce 31% $(680.2K) | 0.74% | $1.5M | +39.91% | -4.54% | -17.19% | |
| DD - DOWDUPONT INC | Reduce 23% $(434.2K) | 0.72% | $1.4M | +91.52% | +2.55% | -24.58% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.70% | $1.4M | +27.70% | +15.54% | -1.98% | |
| GIS - GENERAL MLS INC | Reduce 9% $(136.1K) | 0.69% | $1.4M | -9.33% | +5.92% | +21.81% | |
| AMGN - AMGEN INC | Add 29% ($307.4K) | 0.69% | $1.4M | +152.20% | +21.29% | +41.49% | |
| HFRO - HIGHLAND FLOATNG RATE OPPRT | Reduce 39% $(871.8K) | 0.68% | $1.4M | -23.33% | -1.32% | -38.21% | |
| MA - MASTERCARD INC | New Purchase | 0.67% | $1.3M | +104.58% | +9.68% | +16.37% | |
| IJT - ISHARES TR | Reduce 10% $(139.0K) | 0.66% | $1.3M | +74.72% | -0.80% | -12.44% | |
| BABA - ALIBABA GROUP HLDG LTD | Reduce 9% $(136.1K) | 0.65% | $1.3M | -27.92% | -2.01% | +20.82% | |
| IJK - ISHARES TR | Reduce 1% $(10.3K) | 0.63% | $1.3M | +97.31% | +1.00% | -2.52% | |
| DIA - SPDR DOW JONES INDL AVRG ETF | Add 13% ($144.1K) | 0.63% | $1.3M | +105.26% | +1.18% | -2.27% | |
| ITA - ISHARES TR | Reduce 4% $(50.9K) | 0.60% | $1.2M | +132.34% | +4.25% | -24.72% | |
| BAC - BANK AMER CORP | Reduce 100% | 0.00% | $0.00 | +91.29% | -4.51% | -17.49% | |
| BRG - BLUEROCK RESIDENTIAL GRW REI | Reduce 100% | 0.00% | $0.00 | +13.42% | -42.96% | ||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | +156.45% | +6.55% | +30.85% | |
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IDV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| KHC - KRAFT HEINZ CO | Reduce 100% | 0.00% | $0.00 | +29.30% | -20.39% | +1.15% | |
| M - MACYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PBF - PBF ENERGY INC | Reduce 100% | 0.00% | $0.00 | +13.50% | -27.00% | -62.59% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +122.20% | +9.62% | +10.74% | |