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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2020-05-15 (Q1 2020) | Holdings: 372 | Value: $2.3B | 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 |
| BJAN - INNOVATOR ETFS TR | New Purchase | 16.40% | $382.7M | +97.03% | +10.98% | +28.24% | |
| SCHA - SCHWAB STRATEGIC TR | New Purchase | 7.19% | $167.7M | +115.20% | +21.07% | +71.47% | |
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 6.96% | $162.4M | +120.72% | +12.03% | +47.50% | |
| SCHM - SCHWAB STRATEGIC TR | New Purchase | 6.95% | $162.2M | +113.14% | +19.84% | +61.85% | |
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 5.87% | $137.0M | +117.72% | +17.98% | +46.82% | |
| SRLN - SSGA ACTIVE ETF TR | New Purchase | 3.49% | $81.4M | +43.07% | +8.40% | +15.45% | |
| FALN - ISHARES TR | New Purchase | 3.20% | $74.7M | +47.77% | +12.76% | +24.16% | |
| PGX - INVESCO EXCHANGE-TRADED FD T | New Purchase | 3.05% | $71.1M | +10.08% | +7.55% | +12.52% | |
| SCHE - SCHWAB STRATEGIC TR | New Purchase | 3.01% | $70.2M | +74.75% | +21.54% | +44.67% | |
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 2.97% | $69.4M | +156.88% | +20.50% | +42.52% | |
| AAPL - APPLE INC | Add 4% ($1.3M) | 1.47% | $34.2M | +237.29% | +46.65% | +62.37% | |
| AMZN - AMAZON COM INC | Add 77% ($11.0M) | 1.09% | $25.4M | +74.49% | +32.36% | +36.02% | |
| META - FACEBOOK INC | New Purchase | 1.07% | $24.9M | +172.91% | +23.10% | +48.70% | |
| MA - MASTERCARD INC | Add 387% ($18.5M) | 1.00% | $23.3M | +78.53% | +15.84% | +27.90% | |
| GOOGL - ALPHABET INC | New Purchase | 0.97% | $22.6M | +338.04% | +11.36% | +68.11% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 21% $(5.4M) | 0.90% | $20.9M | +174.34% | +18.84% | +66.22% | |
| SHW - SHERWIN WILLIAMS CO | New Purchase | 0.81% | $18.8M | +73.43% | +15.96% | +48.30% | |
| IVW - ISHARES TR | Add 114% ($10.0M) | 0.80% | $18.7M | +147.09% | +19.26% | +40.81% | |
| IVV - ISHARES TR | Add 248% ($13.3M) | 0.80% | $18.7M | +144.45% | +15.84% | +44.20% | |
| IJT - ISHARES TR | New Purchase | 0.80% | $18.6M | +104.78% | +24.29% | +69.81% | |
| FLT - FLEETCOR TECHNOLOGIES INC | New Purchase | 0.79% | $18.5M | +27.54% | +6.71% | +18.29% | |
| SCHX - SCHWAB STRATEGIC TR | New Purchase | 0.77% | $18.0M | +141.51% | +16.58% | +45.93% | |
| PEP - PEPSICO INC | Add 65% ($6.9M) | 0.75% | $17.5M | +38.06% | +1.56% | +10.06% | |
| INTU - INTUIT | New Purchase | 0.74% | $17.2M | +50.67% | +6.07% | +45.14% | |
| TJX - TJX COS INC NEW | New Purchase | 0.72% | $16.8M | +249.84% | +19.32% | +45.70% | |
| IWR - ISHARES TR | New Purchase | 0.70% | $16.4M | +115.04% | +18.28% | +57.18% | |
| MU - MICRON TECHNOLOGY INC | New Purchase | 0.66% | $15.4M | +719.38% | -1.33% | +75.41% | |
| BKNG - BOOKING HLDGS INC | New Purchase | 0.66% | $15.3M | +198.79% | +22.58% | +55.47% | |
| CERN - CERNER CORP | New Purchase | 0.65% | $15.1M | +10.03% | +16.52% | ||
| IJK - ISHARES TR | New Purchase | 0.64% | $14.9M | +106.30% | +19.69% | +53.43% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 55% ($5.2M) | 0.63% | $14.7M | +24.52% | +6.81% | +8.70% | |
| APH - AMPHENOL CORP NEW | New Purchase | 0.63% | $14.6M | +537.83% | +29.87% | +58.26% | |
| WMT - WALMART INC | Add 218% ($9.9M) | 0.62% | $14.4M | +219.90% | +6.79% | +10.67% | |
| LOW - LOWES COS INC | New Purchase | 0.62% | $14.4M | +117.19% | +34.76% | +66.79% | |
| CSCO - CISCO SYS INC | Add 43% ($4.0M) | 0.57% | $13.3M | +108.27% | -6.17% | +20.94% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.54% | $12.7M | +37.35% | +1.45% | +35.08% | |
| PSX - PHILLIPS 66 | New Purchase | 0.53% | $12.3M | +196.65% | -15.66% | +23.21% | |
| CMI - CUMMINS INC | New Purchase | 0.50% | $11.7M | +294.85% | +31.85% | +69.81% | |
| CTSH - COGNIZANT TECHNOLOGY SOLUTIO | New Purchase | 0.50% | $11.6M | +31.73% | +30.20% | +37.44% | |
| TFC - TRUIST FINL CORP | Add 111% ($6.0M) | 0.49% | $11.4M | +85.96% | +18.52% | +94.60% | |
| ACGL - ARCH CAP GROUP LTD | New Purchase | 0.46% | $10.7M | +326.21% | +33.05% | +69.33% | |
| ITOT - ISHARES TR | Add 230% ($7.4M) | 0.45% | $10.6M | +140.03% | +17.56% | +48.66% | |
| BIG - BIG LOTS INC | New Purchase | 0.45% | $10.4M | ||||
| WRK - WESTROCK CO | New Purchase | 0.43% | $9.9M | +19.26% | +150.04% | ||
| TTE - TOTAL S.A. | New Purchase | 0.42% | $9.9M | +11.40% | +44.39% | ||
| EFA - ISHARES TR | New Purchase | 0.40% | $9.3M | +107.26% | +17.07% | +43.78% | |
| BFEB - INNOVATOR ETFS TR | New Purchase | 0.36% | $8.3M | +108.98% | +10.62% | +30.27% | |
| AGG - ISHARES TR | Add 27% ($1.7M) | 0.35% | $8.1M | +0.70% | +1.74% | -0.44% | |
| HDV - ISHARES TR | Add 56% ($2.9M) | 0.34% | $7.9M | +104.70% | +6.06% | +27.58% | |
| IAU - ISHARES GOLD TRUST | New Purchase | 0.31% | $7.1M | +163.29% | +13.35% | +6.47% | |
| AMLP - ALPS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | +42.42% | +4.75% | +16.05% | |
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | +139.54% | +6.01% | +33.48% | |
| MO - ALTRIA GROUP INC | Reduce 100% | 0.00% | $0.00 | +120.34% | +16.72% | +44.24% | |
| RTL - AMERICAN FIN TR INC | Reduce 100% | 0.00% | $0.00 | ||||
| BX - BLACKSTONE GROUP INC | Reduce 100% | 0.00% | $0.00 | +322.46% | +1.40% | +72.22% | |
| STEL - CBTX INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | +113.22% | -1.76% | +25.19% | |
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | +65.49% | +8.54% | +26.03% | |
| DOW - DOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| WIRE - ENCORE WIRE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| EPD - ENTERPRISE PRODS PARTNERS L | Reduce 100% | 0.00% | $0.00 | +175.80% | +8.99% | +49.23% | |
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | +227.45% | -2.07% | +50.93% | |
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | +95.60% | +17.95% | +33.18% | |
| HUM - HUMANA INC | Reduce 100% | 0.00% | $0.00 | -24.90% | +3.12% | +11.12% | |
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | -54.84% | -17.54% | -4.93% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | +144.74% | +5.16% | +27.48% | |
| DGRO - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| KMB - KIMBERLY CLARK CORP | Reduce 100% | 0.00% | $0.00 | +17.06% | +14.26% | -0.96% | |
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | +142.84% | -5.28% | +30.37% | |
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | +50.90% | +5.47% | +1.79% | |
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | +137.70% | +13.52% | +33.34% | |
| NEE - NEXTERA ENERGY INC | Reduce 100% | 0.00% | $0.00 | +50.50% | +21.63% | +25.48% | |
| PNC - PNC FINL SVCS GROUP INC | Reduce 100% | 0.00% | $0.00 | +150.94% | +10.46% | +104.12% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -12.38% | +1.00% | +15.01% | |
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | +143.32% | +14.14% | +48.58% | |
| PG - PROCTER & GAMBLE CO | Reduce 100% | 0.00% | $0.00 | +72.60% | +17.52% | +21.61% | |
| QCOM - QUALCOMM INC | Reduce 100% | 0.00% | $0.00 | +126.22% | +46.30% | +71.74% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | +119.74% | +15.82% | +44.07% | |
| SO - SOUTHERN CO | Reduce 100% | 0.00% | $0.00 | +97.37% | +0.48% | +24.60% | |
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | +35.32% | +16.19% | +48.49% | |
| VLO - VALERO ENERGY CORP NEW | Reduce 100% | 0.00% | $0.00 | +170.37% | -8.72% | +40.26% | |
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | +73.08% | +6.24% | +21.17% | |
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||