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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2020-08-14 (Q2 2020) | Holdings: 295 | Value: $291.1M | 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 |
| IAU - ISHARES GOLD TRUST | Add 7% ($583.5K) | 2.96% | $8.6M | +134.26% | -4.10% | -9.35% | |
| AMZN - AMAZON COM INC | Reduce 78% $(28.1M) | 2.73% | $8.0M | +32.22% | -1.33% | +3.97% | |
| AAPL - APPLE INC | Reduce 83% $(36.1M) | 2.55% | $7.4M | +127.12% | +3.83% | +31.04% | |
| ITOT - ISHARES TR | Reduce 46% $(5.9M) | 2.40% | $7.0M | +104.46% | +8.59% | +36.07% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 65% $(12.0M) | 2.22% | $6.5M | +127.26% | +10.97% | +37.80% | |
| V - VISA INC | New Purchase | 2.15% | $6.3M | +58.65% | +7.97% | +19.99% | |
| IVV - ISHARES TR | Reduce 69% $(13.7M) | 2.11% | $6.1M | +110.99% | +7.70% | +34.35% | |
| MSFT - MICROSOFT CORP | New Purchase | 2.06% | $6.0M | +87.05% | +3.89% | +41.91% | |
| IVW - ISHARES TR | Reduce 73% $(15.6M) | 2.00% | $5.8M | +107.57% | +7.23% | +34.74% | |
| ABBV - ABBVIE INC | New Purchase | 1.46% | $4.3M | +172.14% | +4.63% | +30.42% | |
| FQAL - FIDELITY COVINGTON TR | New Purchase | 1.42% | $4.1M | +99.75% | +6.08% | +33.88% | |
| BJAN - INNOVATOR ETFS TR | Reduce 99% $(386.8M) | 1.37% | $4.0M | +78.10% | +5.28% | +20.37% | |
| QQQ - INVESCO QQQ TR | New Purchase | 1.24% | $3.6M | +121.07% | +7.20% | +35.48% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 1.17% | $3.4M | +110.19% | +7.72% | +34.23% | |
| IJK - ISHARES TR | Reduce 80% $(12.7M) | 1.09% | $3.2M | +72.83% | +9.66% | +32.73% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 1.08% | $3.1M | -76.49% | -1.02% | +43.50% | |
| QCOM - QUALCOMM INC | New Purchase | 1.04% | $3.0M | +26.67% | +32.29% | +33.33% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.03% | $3.0M | +235.04% | +16.64% | +61.03% | |
| IJT - ISHARES TR | Reduce 84% $(15.5M) | 1.02% | $3.0M | +65.38% | +11.00% | +41.93% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 79% $(11.4M) | 1.01% | $2.9M | +16.68% | +4.78% | -0.49% | |
| META - FACEBOOK INC | Reduce 90% $(26.4M) | 0.96% | $2.8M | +120.56% | +6.27% | +39.64% | |
| CSCO - CISCO SYS INC | Reduce 81% $(11.7M) | 0.96% | $2.8M | +119.56% | +0.90% | +36.48% | |
| PEP - PEPSICO INC | Reduce 84% $(14.7M) | 0.94% | $2.7M | +36.35% | +6.77% | +18.39% | |
| MA - MASTERCARD INCORPORATED | Reduce 89% $(21.2M) | 0.88% | $2.6M | +55.65% | +2.70% | +11.71% | |
| T - AT&T INC | New Purchase | 0.85% | $2.5M | +74.43% | -1.92% | +0.63% | |
| GOOGL - ALPHABET INC | Reduce 90% $(21.6M) | 0.83% | $2.4M | +293.43% | +17.02% | +82.47% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.83% | $2.4M | +183.10% | -0.12% | +18.03% | |
| KMB - KIMBERLY CLARK CORP | New Purchase | 0.83% | $2.4M | -24.93% | -9.42% | -9.40% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.81% | $2.3M | -23.09% | +5.86% | +25.23% | |
| PFE - PFIZER INC | New Purchase | 0.76% | $2.2M | +3.03% | -0.86% | +41.25% | |
| PARA - VIACOMCBS INC | New Purchase | 0.74% | $2.2M | +16.96% | +43.40% | ||
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.71% | $2.1M | +215.41% | -3.16% | +26.46% | |
| NTSX - WISDOMTREE TR | New Purchase | 0.70% | $2.0M | +69.99% | +6.71% | +29.92% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.68% | $2.0M | +264.75% | -0.06% | +100.24% | |
| DGRO - ISHARES TR | New Purchase | 0.66% | $1.9M | +97.00% | +8.22% | +33.37% | |
| VLO - VALERO ENERGY CORP | New Purchase | 0.65% | $1.9M | +451.79% | +2.41% | +26.06% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.64% | $1.9M | -5.02% | +6.25% | +43.71% | |
| EFA - ISHARES TR | Reduce 80% $(7.4M) | 0.63% | $1.8M | +77.52% | +7.65% | +27.33% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.63% | $1.8M | +369.52% | -9.47% | +39.00% | |
| AGG - ISHARES TR | Reduce 79% $(6.6M) | 0.61% | $1.8M | -1.04% | -0.14% | -0.17% | |
| CRM - SALESFORCE COM INC | New Purchase | 0.59% | $1.7M | -3.01% | +27.93% | +27.57% | |
| HD - HOME DEPOT INC | New Purchase | 0.59% | $1.7M | +29.98% | -1.18% | +20.45% | |
| HEFA - ISHARES TR | New Purchase | 0.58% | $1.7M | +119.98% | +7.41% | +28.29% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.57% | $1.7M | +92.47% | +2.38% | +23.06% | |
| AMLP - ALPS ETF TR | New Purchase | 0.57% | $1.6M | +230.68% | -1.13% | +43.71% | |
| AGNC - AGNC INVT CORP | New Purchase | 0.56% | $1.6M | +53.26% | +11.64% | +28.72% | |
| SHY - ISHARES TR | New Purchase | 0.56% | $1.6M | +8.82% | -0.05% | +0.02% | |
| FDN - FIRST TR NASDAQ-100 TECH IND | New Purchase | 0.56% | $1.6M | +30.70% | +7.94% | +31.04% | |
| IHI - ISHARES TR | New Purchase | 0.56% | $1.6M | +11.47% | +9.45% | +31.30% | |
| LUB - LUBYS INC | New Purchase | 0.52% | $1.5M | +157.52% | +261.95% | ||
| APH - AMPHENOL CORP NEW | Reduce 100% | 0.00% | $0.00 | +174.73% | +14.88% | +36.45% | |
| BIG - BIG LOTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BKNG - BOOKING HLDGS INC | Reduce 100% | 0.00% | $0.00 | +192.31% | +17.70% | +18.89% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | +3.36% | +12.52% | +33.31% | |
| CERN - CERNER CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CTSH - COGNIZANT TECHNOLOGY SOLUTIO | Reduce 100% | 0.00% | $0.00 | +28.05% | +16.07% | +16.23% | |
| CMI - CUMMINS INC | Reduce 100% | 0.00% | $0.00 | +96.13% | +8.90% | +14.27% | |
| FLT - FLEETCOR TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | +57.86% | +9.79% | +8.14% | |
| BFEB - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | +114.07% | +16.19% | +77.43% | |
| PGX - INVESCO EXCHANGE-TRADED FD T | Reduce 100% | 0.00% | $0.00 | ||||
| IWR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| HDV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| FALN - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| LOW - LOWES COS INC | Reduce 100% | 0.00% | $0.00 | +86.84% | +3.30% | +24.77% | |
| MU - MICRON TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | +117.72% | +34.77% | +54.53% | |
| PSX - PHILLIPS 66 | Reduce 100% | 0.00% | $0.00 | +154.28% | +1.43% | +18.96% | |
| SRLN - SSGA ACTIVE ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHX - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHG - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHV - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHM - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHA - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHE - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHF - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| SHW - SHERWIN WILLIAMS CO | Reduce 100% | 0.00% | $0.00 | ||||
| TJX - TJX COS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TTE - TOTAL S.A. | Reduce 100% | 0.00% | $0.00 | ||||
| TFC - TRUIST FINL CORP | Reduce 100% | 0.00% | $0.00 | +48.12% | +25.25% | +50.77% | |
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||
| WRK - WESTROCK CO | Reduce 100% | 0.00% | $0.00 | +40.56% | +71.46% | ||
| ACGL - ARCH CAP GROUP LTD | Reduce 100% | 0.00% | $0.00 | +228.54% | +9.49% | +29.68% | |