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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2020-02-14 (Q4 2019) | Holdings: 2375 | Value: $253.5B | 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 | Reduce 7% $(1.0B) | 5.20% | $13.2B | +250.29% | -28.82% | -6.33% | |
| AAPL - APPLE INC | Reduce 5% $(415.3M) | 3.29% | $8.3B | +235.86% | -2.16% | +70.25% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 2.89% | $7.3B | +110.85% | -25.24% | +8.34% | ||
| CVX - CHEVRON CORP NEW | Reduce 4% $(206.8M) | 1.94% | $4.9B | +138.11% | -18.20% | -9.50% | |
| PG - PROCTER & GAMBLE CO | Reduce 4% $(212.2M) | 1.94% | $4.9B | +32.23% | -8.31% | +4.18% | |
| T - AT&T INC | Reduce 3% $(115.5M) | 1.60% | $4.1B | +42.27% | -24.55% | -18.59% | |
| WIRE - ENCORE WIRE CORP | Reduce 1% $(31.8M) | 1.36% | $3.5B | -22.89% | +13.76% | ||
| AMZN - AMAZON COM INC | Add 24% ($652.1M) | 1.33% | $3.4B | +97.43% | +13.40% | +53.83% | |
| MSFT - MICROSOFT CORP | Reduce 9% $(348.1M) | 1.31% | $3.3B | +112.40% | -1.05% | +32.69% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(68.1M) | 1.30% | $3.3B | +92.25% | +0.62% | +12.69% | |
| JPM - JPMORGAN CHASE & CO | Reduce 6% $(184.6M) | 1.24% | $3.2B | +152.62% | -36.80% | +9.23% | |
| KO - COCA COLA CO | Reduce 6% $(183.4M) | 1.14% | $2.9B | +55.26% | -27.04% | -13.07% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Reduce 2% $(52.8M) | 1.09% | $2.8B | +127.97% | -32.70% | -7.59% | |
| PEP - PEPSICO INC | Add 3% ($83.4M) | 1.05% | $2.7B | +29.30% | -6.96% | -5.99% | |
| V - VISA INC | Add 6% ($154.9M) | 1.03% | $2.6B | +49.53% | -12.48% | -0.38% | |
| CSCO - CISCO SYS INC | Add 1% ($32.4M) | 1.01% | $2.6B | +103.01% | -4.55% | +2.83% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 2% ($54.5M) | 1.00% | $2.5B | +19.20% | -5.89% | -3.79% | |
| ABBV - ABBVIE INC | Add 4% ($92.4M) | 0.93% | $2.4B | +184.40% | -1.72% | +17.19% | |
| PNC - PNC FINL SVCS GROUP INC | 0.92% | $2.3B | +72.11% | -35.90% | +15.26% | ||
| MMM - 3M CO | Add 26% ($458.3M) | 0.87% | $2.2B | +33.77% | -13.51% | +14.15% | |
| MO - ALTRIA GROUP INC | Reduce 2% $(42.7M) | 0.86% | $2.2B | +139.23% | -16.64% | +5.21% | |
| WFC - WELLS FARGO CO NEW | Add 17% ($284.1M) | 0.79% | $2.0B | +94.99% | -50.31% | -25.12% | |
| PM - PHILIP MORRIS INTL INC | Reduce 9% $(184.6M) | 0.77% | $2.0B | +145.24% | -21.85% | +3.81% | |
| PFE - PFIZER INC | Add 2% ($31.7M) | 0.72% | $1.8B | +9.35% | +4.34% | +4.35% | |
| MRK - MERCK & CO INC | Reduce 2% $(43.1M) | 0.71% | $1.8B | +86.32% | -2.95% | -7.57% | |
| INTC - INTEL CORP | Reduce 1% $(14.5M) | 0.65% | $1.6B | -14.74% | -12.08% | -3.85% | |
| STEL - CBTX INC | 0.63% | $1.6B | +40.70% | -43.23% | -3.78% | ||
| TFC - TRUIST FINL CORP | New Purchase | 0.63% | $1.6B | +14.13% | -41.79% | +6.35% | |
| AGG - ISHARES TR | Add 21% ($266.8M) | 0.62% | $1.6B | +3.54% | +2.87% | +3.52% | |
| KMI - KINDER MORGAN INC DEL | 0.61% | $1.6B | +114.63% | -31.30% | -26.18% | ||
| VLO - VALERO ENERGY CORP NEW | Add 1% ($15.4M) | 0.57% | $1.4B | +276.43% | -27.52% | -13.14% | |
| HDV - ISHARES TR | Add 17% ($211.5M) | 0.56% | $1.4B | +76.47% | -16.33% | -1.46% | |
| QCOM - QUALCOMM INC | 0.52% | $1.3B | +65.96% | -13.04% | +71.84% | ||
| KMB - KIMBERLY CLARK CORP | 0.51% | $1.3B | -16.98% | -3.67% | -7.48% | ||
| SO - SOUTHERN CO | Add 2% ($25.4M) | 0.51% | $1.3B | +77.42% | -23.14% | -10.41% | |
| SPY - SPDR S&P 500 ETF TR | Add 1% ($9.7M) | 0.50% | $1.3B | +113.26% | -14.43% | +18.76% | |
| BX - BLACKSTONE GROUP INC | 0.50% | $1.3B | +121.24% | -18.21% | +16.06% | ||
| HUM - HUMANA INC | New Purchase | 0.49% | $1.2B | -50.02% | +5.86% | +0.21% | |
| IVV - ISHARES TR | Add 5% ($56.1M) | 0.47% | $1.2B | +113.99% | -14.52% | +18.78% | |
| HD - HOME DEPOT INC | 0.46% | $1.2B | +52.89% | -1.60% | +15.13% | ||
| MA - MASTERCARD INC | Add 3% ($30.7M) | 0.46% | $1.2B | +49.42% | -18.22% | +0.41% | |
| AMLP - ALPS ETF TR | Reduce 13% $(160.7M) | 0.44% | $1.1B | +124.18% | -36.69% | -18.16% | |
| IVW - ISHARES TR | Add 6% ($67.0M) | 0.44% | $1.1B | +129.92% | -8.70% | +29.84% | |
| WMT - WALMART INC | Add 1% ($15.6M) | 0.44% | $1.1B | +247.33% | +7.25% | +25.00% | |
| RTL - AMERICAN FIN TR INC | Reduce 37% $(628.6M) | 0.43% | $1.1B | -51.31% | -29.95% | ||
| NEE - NEXTERA ENERGY INC | 0.42% | $1.1B | +55.38% | -18.20% | +18.38% | ||
| DGRO - ISHARES TR | New Purchase | 0.40% | $1.0B | +89.58% | -17.79% | +10.43% | |
| ITOT - ISHARES TR | New Purchase | 0.40% | $1.0B | +106.80% | -15.68% | +23.00% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 4% $(39.5M) | 0.40% | $1.0B | +123.47% | -20.86% | -15.39% | |
| DOW - DOW INC | New Purchase | 0.39% | $994.3M | +21.39% | -29.21% | +29.70% | |
| TFC - BB&T CORP | Reduce 100% | 0.00% | $0.00 | +8.85% | -41.79% | +6.35% | |
| BP - BP PLC | Reduce 100% | 0.00% | $0.00 | +5.10% | -37.34% | -31.25% | |
| D - DOMINION ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DUK - DUKE ENERGY CORP NEW | Reduce 100% | 0.00% | $0.00 | +39.74% | -19.20% | -9.19% | |
| META - FACEBOOK INC | Reduce 100% | 0.00% | $0.00 | +169.75% | -1.25% | +28.29% | |