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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2020-11-17 (Q3 2020) | Holdings: 333 | Value: $359.6M | 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 | Add 161% ($6.4M) | 2.90% | $10.4M | +69.14% | +5.39% | +16.58% | |
| AMZN - AMAZON COM INC | Add 7% ($624.9K) | 2.71% | $9.7M | +33.87% | +6.20% | +17.93% | |
| AAPL - APPLE INC | Add 299% ($7.1M) | 2.63% | $9.4M | +121.86% | +9.52% | +33.92% | |
| IAU - ISHARES GOLD TRUST | Reduce 1% $(116.2K) | 2.51% | $9.0M | +145.51% | -5.58% | -1.14% | |
| ABBV - ABBVIE INC | Add 101% ($4.1M) | 2.25% | $8.1M | +155.83% | +7.30% | +22.69% | |
| V - VISA INC | Add 6% ($387.7K) | 1.91% | $6.9M | +49.03% | -0.02% | -2.45% | |
| IVW - ISHARES TR | Add 5% ($300.8K) | 1.89% | $6.8M | +94.59% | +9.12% | +37.58% | |
| IVV - ISHARES TR | Reduce 100% $(InfinityT) | 1.67% | $6.0M | +96.76% | +8.77% | +32.09% | |
| ITOT - ISHARES TR | Reduce 22% $(1.6M) | 1.65% | $5.9M | +88.50% | +11.30% | +32.26% | |
| MSFT - MICROSOFT CORP | Reduce 5% $(327.2K) | 1.63% | $5.9M | +82.59% | +14.37% | +61.07% | |
| QCOM - QUALCOMM INC | Add 2% ($82.5K) | 1.11% | $4.0M | -4.36% | -3.16% | +27.21% | |
| QQQ - INVESCO QQQ TR | Reduce 3% $(107.3K) | 1.09% | $3.9M | +107.29% | +14.18% | +38.46% | |
| ACN - ACCENTURE PLC IRELAND | Add 99% ($1.9M) | 1.06% | $3.8M | -10.02% | +6.23% | +54.24% | |
| SPY - SPDR S&P 500 ETF TR | 1.03% | $3.7M | +96.03% | +8.72% | +31.98% | ||
| META - FACEBOOK INC | Add 14% ($460.4K) | 1.03% | $3.7M | +110.90% | -1.87% | +23.38% | |
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 1.02% | $3.7M | +99.29% | +11.57% | +37.76% | |
| FQAL - FIDELITY COVINGTON TRUST | Reduce 19% $(835.0K) | 1.00% | $3.6M | +88.67% | +7.63% | +33.50% | |
| PYPL - PAYPAL HLDGS INC | Reduce 1% $(23.3K) | 0.98% | $3.5M | -76.33% | +51.00% | +4.11% | |
| UPS - UNITED PARCEL SERVICE INC | 0.98% | $3.5M | -27.57% | -4.04% | +24.83% | ||
| VZ - VERIZON COMMUNICATIONS INC | Add 10% ($323.2K) | 0.97% | $3.5M | +10.92% | -5.79% | -12.38% | |
| IJK - ISHARES TR | 0.94% | $3.4M | +57.10% | +15.29% | +28.77% | ||
| MA - MASTERCARD INCORPORATED | Add 12% ($344.4K) | 0.91% | $3.3M | +51.06% | +0.70% | +3.98% | |
| IJT - ISHARES TR | Add 2% ($73.1K) | 0.88% | $3.2M | +47.96% | +23.85% | +36.19% | |
| PEP - PEPSICO INC | Add 9% ($264.5K) | 0.87% | $3.1M | +27.94% | -6.29% | +15.65% | |
| JPM - JPMORGAN CHASE & CO | Reduce 2% $(65.2K) | 0.84% | $3.0M | +187.15% | +24.97% | +42.44% | |
| LUB - LUBYS INC | 0.84% | $3.0M | +11.38% | +63.74% | |||
| PARA - VIACOMCBS INC | Add 15% ($379.1K) | 0.83% | $3.0M | +92.53% | +7.58% | ||
| GOOGL - ALPHABET INC | Add 15% ($375.6K) | 0.81% | $2.9M | +239.53% | +19.88% | +70.60% | |
| SCHA - SCHWAB STRATEGIC TR | New Purchase | 0.77% | $2.8M | +56.29% | +22.28% | +33.08% | |
| CSCO - CISCO SYS INC | Add 16% ($368.6K) | 0.76% | $2.7M | +120.92% | +11.49% | +31.75% | |
| SCHM - SCHWAB STRATEGIC TR | New Purchase | 0.75% | $2.7M | +59.85% | +15.46% | +30.19% | |
| PFE - PFIZER INC | Add 9% ($230.9K) | 0.75% | $2.7M | -0.49% | -5.40% | +44.66% | |
| AGG - ISHARES TR | Add 39% ($687.8K) | 0.68% | $2.5M | -1.17% | -1.05% | -1.40% | |
| DGRO - ISHARES TR | Add 16% ($322.0K) | 0.66% | $2.4M | +82.45% | +6.26% | +26.27% | |
| T - AT&T INC | Add 1% ($14.5K) | 0.65% | $2.4M | +77.36% | +2.40% | -9.79% | |
| NTSX - WISDOMTREE TR | Add 6% ($126.9K) | 0.65% | $2.3M | +58.76% | +7.11% | +25.52% | |
| KMB - KIMBERLY CLARK CORP | Reduce 9% $(222.0K) | 0.64% | $2.3M | -18.22% | -7.49% | -4.47% | |
| PGX - INVESCO EXCH TRADED FD TR II | New Purchase | 0.56% | $2.0M | -0.78% | -1.17% | +2.91% | |
| IEFA - ISHARES TR | New Purchase | 0.56% | $2.0M | +63.84% | +10.03% | +18.98% | |
| WFC - WELLS FARGO CO NEW | Add 11% ($198.6K) | 0.56% | $2.0M | +261.36% | +47.42% | +101.11% | |
| IHI - ISHARES TR | Add 9% ($160.0K) | 0.56% | $2.0M | +2.18% | +6.95% | +21.82% | |
| SCHF - SCHWAB STRATEGIC TR | 0.56% | $2.0M | +71.55% | +10.46% | +19.11% | ||
| CRM - SALESFORCE COM INC | Reduce 15% $(348.9K) | 0.55% | $2.0M | -26.11% | -3.66% | +18.17% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.54% | $1.9M | +1221.56% | +10.16% | +135.48% | |
| EFA - ISHARES TR | Reduce 1% $(22.7K) | 0.53% | $1.9M | +64.82% | +9.47% | +18.26% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(56.4K) | 0.53% | $1.9M | +184.41% | +10.27% | +37.86% | |
| FDN - FIRST TR EXCHANGE-TRADED FD | Add 5% ($84.0K) | 0.52% | $1.9M | +20.70% | +20.62% | +24.78% | |
| SHY - ISHARES TR | Add 14% ($230.3K) | 0.52% | $1.9M | +8.88% | +0.12% | -0.39% | |
| AGNC - AGNC INVT CORP | Reduce 100% | 0.00% | $0.00 | +6.31% | +8.04% | +14.13% | |
| AMLP - ALPS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | +256.79% | +35.58% | +73.04% | |
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | +75.79% | +5.21% | +53.37% | |
| HEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | +158.32% | +7.34% | +23.86% | |
| VLO - VALERO ENERGY CORP | Reduce 100% | 0.00% | $0.00 | +196.47% | +26.21% | +41.23% | |