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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2019-08-01 (Q2 2019) | Holdings: 261 | Value: $229.9M | 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 5% ($273.5K) | 2.46% | $5.7M | +420.07% | +25.76% | +114.54% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 6% ($297.8K) | 2.29% | $5.3M | +136.56% | +8.02% | -1.25% | |
| V - VISA INC | Add 11% ($481.7K) | 2.10% | $4.8M | +77.22% | +0.68% | +7.80% | |
| AMZN - AMAZON COM INC | Add 68% ($1.7M) | 1.84% | $4.2M | +127.38% | -2.19% | +68.66% | |
| IVW - ISHARES TR | Reduce 1% $(49.5K) | 1.83% | $4.2M | +169.62% | +2.73% | +26.85% | |
| HDV - ISHARES TR | Reduce 7% $(312.0K) | 1.83% | $4.2M | +84.30% | +3.90% | -6.67% | |
| IVV - ISHARES TR | Add 3% ($122.3K) | 1.68% | $3.9M | +147.58% | +5.12% | +14.16% | |
| JPM - JPMORGAN CHASE & CO | Add 5% ($155.4K) | 1.53% | $3.5M | +213.15% | +15.53% | -11.51% | |
| PG - PROCTER AND GAMBLE CO | Reduce 4% $(149.8K) | 1.50% | $3.5M | +44.57% | +2.85% | +15.56% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(102.0K) | 1.50% | $3.5M | +119.97% | +0.85% | -27.06% | |
| ITOT - ISHARES TR | Add 3% ($93.4K) | 1.49% | $3.4M | +137.79% | +4.55% | +13.15% | |
| MSFT - MICROSOFT CORP | Add 2% ($71.8K) | 1.45% | $3.3M | +187.41% | +5.03% | +58.74% | |
| AGG - ISHARES TR | Reduce 3% $(116.7K) | 1.43% | $3.3M | +7.26% | +1.33% | +9.32% | |
| CSCO - CISCO SYS INC | Reduce 3% $(77.4K) | 1.26% | $2.9M | +77.93% | -11.77% | -10.18% | |
| T - AT&T INC | Add 1% ($20.0K) | 1.22% | $2.8M | +65.11% | +16.65% | -6.79% | |
| ABBV - ABBVIE INC | Add 2% ($51.1K) | 1.17% | $2.7M | +318.22% | +28.55% | +54.73% | |
| QCOM - QUALCOMM INC | Reduce 5% $(126.6K) | 1.16% | $2.7M | +110.19% | +21.76% | +60.52% | |
| AMLP - ALPS ETF TR | 1.15% | $2.7M | +94.31% | -7.80% | -44.96% | ||
| XOM - EXXON MOBIL CORP | Add 5% ($121.4K) | 1.14% | $2.6M | +201.60% | -0.07% | -38.35% | |
| PEP - PEPSICO INC | Add 9% ($205.7K) | 1.12% | $2.6M | +51.74% | +7.08% | +10.64% | |
| VLO - VALERO ENERGY CORP NEW | Add 1% ($38.1K) | 1.12% | $2.6M | +283.28% | +22.59% | -31.11% | |
| PFE - PFIZER INC | Add 2% ($52.8K) | 1.12% | $2.6M | +6.58% | -0.58% | +4.29% | |
| KMI - KINDER MORGAN INC DEL | 1.10% | $2.5M | +132.70% | +0.23% | -28.27% | ||
| SHV - ISHARES TR | Reduce 4% $(99.3K) | 1.09% | $2.5M | +18.96% | +0.60% | +1.65% | |
| KMB - KIMBERLY CLARK CORP | Reduce 3% $(60.8K) | 1.03% | $2.4M | -9.83% | -3.80% | +15.28% | |
| META - FACEBOOK INC | New Purchase | 0.99% | $2.3M | +202.97% | +1.89% | +31.85% | |
| QQQ - INVESCO QQQ TR | Add 15% ($293.8K) | 0.98% | $2.3M | +223.29% | +6.19% | +43.82% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($11.8K) | 0.98% | $2.2M | +29.75% | +9.77% | +8.38% | |
| MA - MASTERCARD INC | Add 41% ($617.8K) | 0.92% | $2.1M | +88.14% | +1.72% | +15.55% | |
| DES - WISDOMTREE TR | Reduce 3% $(67.8K) | 0.88% | $2.0M | +64.84% | +7.34% | -15.49% | |
| SPY - SPDR S&P 500 ETF TR | 0.85% | $1.9M | +146.56% | +5.08% | +14.12% | ||
| PYPL - PAYPAL HLDGS INC | Add 12% ($200.6K) | 0.82% | $1.9M | -58.36% | -6.08% | +80.02% | |
| CRM - SALESFORCE COM INC | Add 12% ($195.0K) | 0.80% | $1.9M | +26.47% | +5.21% | +35.64% | |
| JNJ - JOHNSON & JOHNSON | Reduce 7% $(125.4K) | 0.74% | $1.7M | +124.26% | +0.26% | +15.76% | |
| GOOGL - ALPHABET INC | New Purchase | 0.72% | $1.6M | +395.78% | +7.20% | +23.26% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.70% | $1.6M | +14.90% | -3.01% | +18.74% | |
| RTL - AMERICAN FIN TR INC | Reduce 12% $(214.1K) | 0.69% | $1.6M | +29.76% | -32.61% | ||
| EFV - ISHARES TR | Reduce 7% $(124.2K) | 0.69% | $1.6M | +110.93% | +7.95% | -9.18% | |
| DIA - SPDR DOW JONES INDL AVRG ETF | Add 22% ($282.1K) | 0.68% | $1.6M | +98.55% | +4.11% | +2.90% | |
| DGRO - ISHARES TR | 0.67% | $1.5M | +115.88% | +6.41% | +6.04% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 18% ($233.2K) | 0.66% | $1.5M | +10.17% | +6.36% | +26.42% | |
| GIS - GENERAL MLS INC | Add 8% ($117.1K) | 0.66% | $1.5M | -12.82% | -4.02% | +23.83% | |
| IP - INTL PAPER CO | Reduce 7% $(118.0K) | 0.64% | $1.5M | +17.01% | +6.20% | -12.17% | |
| AGNC - AGNC INVT CORP | Add 3% ($45.5K) | 0.62% | $1.4M | +39.35% | +2.77% | -9.74% | |
| ITA - ISHARES TR | Add 10% ($131.1K) | 0.61% | $1.4M | +124.37% | +5.72% | -23.50% | |
| MCD - MCDONALDS CORP | Reduce 31% $(598.6K) | 0.58% | $1.3M | +69.91% | -10.24% | -5.71% | |
| IJT - ISHARES TR | Reduce 1% $(17.5K) | 0.58% | $1.3M | +72.61% | +2.64% | +1.25% | |
| IJK - ISHARES TR | Reduce 1% $(9.3K) | 0.57% | $1.3M | +91.84% | +2.09% | +8.15% | |
| BRG - BLUEROCK RESIDENTIAL GRW REI | New Purchase | 0.56% | $1.3M | +3.17% | -36.64% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 0.54% | $1.3M | +44.02% | -0.80% | -16.15% | |
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | -44.38% | +10.54% | +58.67% | |
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | +79.61% | +16.09% | +36.70% | |
| DD - DOWDUPONT INC | Reduce 100% | 0.00% | $0.00 | +29.62% | -0.14% | -24.86% | |
| HFRO - HIGHLAND FLOATNG RATE OPPRT | Reduce 100% | 0.00% | $0.00 | ||||
| LUB - LUBYS INC | Reduce 100% | 0.00% | $0.00 | +65.37% | -0.96% | ||