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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2019-11-15 (Q3 2019) | Holdings: 612 | Value: $891.7M | 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 |
| XOM - EXXON MOBIL CORP | Add 2287% ($55.1M) | 6.45% | $57.5M | +211.10% | -11.59% | -40.02% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 427% ($21.9M) | 3.03% | $27.1M | +117.03% | +3.10% | +5.98% | |
| AAPL - APPLE INC | Add 321% ($20.6M) | 3.03% | $27.0M | +299.42% | +20.30% | +82.60% | |
| PG - PROCTER & GAMBLE CO | Add 420% ($16.5M) | 2.29% | $20.4M | +39.19% | +4.46% | +21.37% | |
| CVX - CHEVRON CORP NEW | Add 515% ($16.9M) | 2.27% | $20.2M | +119.14% | -6.92% | -22.69% | |
| T - AT&T INC | Add 408% ($13.0M) | 1.81% | $16.1M | +40.07% | -1.34% | -21.24% | |
| WIRE - ENCORE WIRE CORP | New Purchase | 1.53% | $13.7M | -1.71% | -5.72% | ||
| MSFT - MICROSOFT CORP | Add 273% ($9.5M) | 1.45% | $12.9M | +163.59% | +25.19% | +46.40% | |
| KO - COCA COLA CO | New Purchase | 1.36% | $12.1M | +77.59% | +13.85% | +5.68% | |
| JNJ - JOHNSON & JOHNSON | Add 654% ($10.3M) | 1.34% | $11.9M | +117.02% | +11.89% | +15.44% | |
| EPD - ENTERPRISE PRODS PARTNERS L | New Purchase | 1.29% | $11.5M | +131.66% | +0.77% | -20.58% | |
| JPM - JPMORGAN CHASE & CO | Add 205% ($7.6M) | 1.26% | $11.3M | +169.51% | +5.36% | -6.17% | |
| CSCO - CISCO SYS INC | Add 307% ($8.0M) | 1.19% | $10.6M | +112.87% | +4.34% | -2.17% | |
| PEP - PEPSICO INC | Add 291% ($7.9M) | 1.19% | $10.6M | +42.94% | +9.42% | +11.93% | |
| AMZN - AMAZON COM INC | Add 167% ($6.5M) | 1.16% | $10.4M | +141.35% | +24.01% | +80.12% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 318% ($7.6M) | 1.11% | $9.9M | +19.02% | -1.59% | +6.88% | |
| V - VISA INC | Add 88% ($4.2M) | 1.01% | $9.0M | +75.13% | +17.78% | +19.18% | |
| IVW - ISHARES TR | Add 93% ($3.9M) | 0.92% | $8.2M | +158.91% | +12.94% | +33.75% | |
| PNC - PNC FINL SVCS GROUP INC | New Purchase | 0.92% | $8.2M | +76.83% | +1.33% | -12.61% | |
| ABBV - ABBVIE INC | Add 177% ($4.9M) | 0.87% | $7.7M | +205.63% | +7.40% | +17.51% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.86% | $7.7M | +158.24% | +4.29% | -1.48% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.82% | $7.3M | +128.64% | -4.17% | -5.85% | |
| RTL - AMERICAN FIN TR INC | Add 253% ($5.2M) | 0.81% | $7.2M | -9.06% | -45.20% | ||
| MRK - MERCK & CO INC | New Purchase | 0.77% | $6.8M | +83.65% | -1.93% | -2.39% | |
| PFE - PFIZER INC | Add 209% ($4.5M) | 0.74% | $6.6M | +7.99% | -1.87% | +3.92% | |
| MMM - 3M CO | New Purchase | 0.73% | $6.5M | +27.84% | -5.32% | +5.59% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.72% | $6.5M | +75.58% | -11.79% | -51.89% | |
| TFC - BB&T CORP | New Purchase | 0.69% | $6.2M | +15.44% | +0.00% | -6.90% | |
| KMI - KINDER MORGAN INC DEL | Add 143% ($3.6M) | 0.68% | $6.1M | +135.14% | +9.70% | -27.80% | |
| STEL - CBTX INC | New Purchase | 0.65% | $5.8M | +41.01% | -0.80% | -20.47% | |
| INTC - INTEL CORP | New Purchase | 0.64% | $5.7M | -1.02% | +15.19% | -17.96% | |
| AMLP - ALPS ETF TR | Add 124% ($3.1M) | 0.62% | $5.5M | +124.14% | -0.15% | -32.99% | |
| KMB - KIMBERLY CLARK CORP | Add 115% ($2.9M) | 0.61% | $5.4M | -7.74% | +10.27% | +11.31% | |
| AGG - ISHARES TR | Add 57% ($1.9M) | 0.59% | $5.2M | +5.94% | +2.28% | +6.90% | |
| IVV - ISHARES TR | Add 34% ($1.3M) | 0.59% | $5.2M | +132.38% | +8.66% | +18.62% | |
| VLO - VALERO ENERGY CORP NEW | Add 103% ($2.6M) | 0.58% | $5.2M | +215.74% | -15.97% | -41.40% | |
| HD - HOME DEPOT INC | New Purchase | 0.56% | $5.0M | +58.00% | +2.96% | +20.13% | |
| SO - SOUTHERN CO | New Purchase | 0.55% | $4.9M | +98.88% | +12.47% | +7.46% | |
| HDV - ISHARES TR | Add 14% ($573.2K) | 0.53% | $4.8M | +77.80% | +0.42% | -4.85% | |
| SPY - SPDR S&P 500 ETF TR | Add 137% ($2.7M) | 0.52% | $4.7M | +131.50% | +8.62% | +18.63% | |
| QCOM - QUALCOMM INC | Add 71% ($1.9M) | 0.52% | $4.6M | +61.76% | -2.31% | +68.94% | |
| WMT - WALMART INC | New Purchase | 0.51% | $4.6M | +248.94% | +1.45% | +30.95% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.51% | $4.5M | +151.85% | +13.68% | -7.25% | |
| BX - BLACKSTONE GROUP INC | New Purchase | 0.49% | $4.4M | +167.65% | +19.17% | +12.42% | |
| MA - MASTERCARD INC | Add 100% ($2.2M) | 0.49% | $4.4M | +82.54% | +22.03% | +20.45% | |
| META - FACEBOOK INC | Add 95% ($2.0M) | 0.46% | $4.1M | +197.58% | +11.94% | +43.38% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.46% | $4.1M | +88.55% | +22.23% | +36.92% | |
| D - DOMINION ENERGY INC | New Purchase | 0.44% | $4.0M | +1.27% | +9.39% | +9.44% | |
| DUK - DUKE ENERGY CORP NEW | New Purchase | 0.44% | $3.9M | +90.44% | +15.88% | +11.54% | |
| BP - BP PLC | New Purchase | 0.43% | $3.9M | +68.48% | -6.19% | -45.54% | |
| AGNC - AGNC INVT CORP | Reduce 100% | 0.00% | $0.00 | +4.24% | +15.60% | -3.17% | |
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | +154.24% | +14.04% | +33.15% | |
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 100% | 0.00% | $0.00 | +100.02% | +6.02% | +6.29% | |
| BRG - BLUEROCK RESIDENTIAL GRW REI | Reduce 100% | 0.00% | $0.00 | +0.26% | -11.58% | ||
| GIS - GENERAL MLS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IP - INTL PAPER CO | Reduce 100% | 0.00% | $0.00 | +71.02% | -5.34% | +15.34% | |
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| ITOT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJK - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SHV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ITA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| EFV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DGRO - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | +71.20% | +12.02% | +14.44% | |
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | -16.45% | +17.74% | +84.82% | |
| DIA - SPDR DOW JONES INDL AVRG ETF | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE COM INC | Reduce 100% | 0.00% | $0.00 | +102.11% | +16.52% | +52.37% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | +30.58% | -13.85% | +40.89% | |
| DES - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +97.54% | +8.69% | +26.06% | |