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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2021-02-09 (Q4 2020) | Holdings: 394 | Value: $483.9M | 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 |
| AAPL - APPLE INC | Add 57% ($6.2M) | 3.51% | $17.0M | +92.52% | -6.90% | +26.86% | |
| AMZN - AMAZON COM INC | Add 5% ($465.8K) | 2.17% | $10.5M | +26.60% | -3.73% | -4.04% | |
| IAU - ISHARES GOLD TRUST | Add 10% ($952.9K) | 2.07% | $10.0M | +149.69% | -0.51% | -1.39% | |
| V - VISA INC | Add 32% ($2.4M) | 2.06% | $10.0M | +50.29% | +8.82% | +9.32% | |
| BJAN - INNOVATOR ETFS TR | Reduce 20% $(2.4M) | 1.99% | $9.6M | +60.44% | +4.81% | +6.95% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.84% | $8.9M | +97.72% | +21.08% | +32.48% | |
| ABBV - ABBVIE INC | Reduce 6% $(588.9K) | 1.81% | $8.8M | +138.61% | +11.00% | +40.93% | |
| IVW - ISHARES TR | Add 312% ($5.9M) | 1.60% | $7.7M | +76.79% | +1.35% | +13.62% | |
| WIRE - ENCORE WIRE CORP | New Purchase | 1.51% | $7.3M | +24.06% | +78.08% | ||
| ITOT - ISHARES TR | Add 6% ($422.9K) | 1.49% | $7.2M | +68.17% | +4.70% | +11.18% | |
| IVV - ISHARES TR | New Purchase | 1.45% | $7.0M | +80.28% | +6.97% | +16.21% | |
| MSFT - MICROSOFT CORP | Add 12% ($757.8K) | 1.44% | $7.0M | +59.22% | +1.12% | +24.45% | |
| PFE - PFIZER INC | Add 122% ($3.3M) | 1.24% | $6.0M | +3.86% | +15.01% | +49.74% | |
| SCHG - SCHWAB STRATEGIC TR | Add 35% ($1.4M) | 1.09% | $5.3M | +76.77% | -1.35% | +8.98% | |
| QCOM - QUALCOMM INC | Add 1% ($27.9K) | 1.07% | $5.2M | -3.72% | -12.24% | +20.09% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 49% ($1.7M) | 1.06% | $5.2M | +21.49% | +8.95% | +0.54% | |
| PARA - VIACOMCBS INC | Add 24% ($940.2K) | 1.01% | $4.9M | -28.26% | -33.15% | ||
| PEP - PEPSICO INC | Add 46% ($1.5M) | 1.01% | $4.9M | +30.97% | +4.80% | +22.80% | |
| UPS - UNITED PARCEL SERVICE INC | Add 32% ($1.2M) | 0.97% | $4.7M | -27.13% | +29.51% | +34.23% | |
| JPM - JPMORGAN CHASE & CO | Add 18% ($706.1K) | 0.97% | $4.7M | +138.95% | +15.84% | +14.05% | |
| QQQ - INVESCO QQQ TR | Add 4% ($180.7K) | 0.96% | $4.6M | +80.17% | -2.63% | +7.51% | |
| T - AT&T INC | Add 78% ($1.9M) | 0.87% | $4.2M | +76.77% | +15.88% | -8.79% | |
| SPY - SPDR S&P 500 ETF TR | Add 2% ($89.7K) | 0.87% | $4.2M | +79.66% | +6.93% | +16.12% | |
| CSCO - CISCO SYS INC | Add 36% ($1.1M) | 0.87% | $4.2M | +98.97% | +16.02% | +22.11% | |
| IJK - ISHARES TR | Add 311% ($3.2M) | 0.86% | $4.2M | +33.80% | +0.74% | -1.37% | |
| FQAL - FIDELITY COVINGTON TRUST | Add 5% ($203.8K) | 0.86% | $4.2M | +75.18% | +7.62% | +17.85% | |
| IJT - ISHARES TR | Add 101% ($2.1M) | 0.85% | $4.1M | +14.73% | -5.10% | -6.25% | |
| PYPL - PAYPAL HLDGS INC | Reduce 4% $(185.2K) | 0.83% | $4.0M | -84.01% | -14.55% | -58.25% | |
| META - FACEBOOK INC | Add 3% ($96.7K) | 0.82% | $4.0M | +112.51% | +12.30% | -16.29% | |
| CVX - CHEVRON CORP NEW | Add 76% ($1.7M) | 0.81% | $3.9M | +171.93% | +21.60% | +56.68% | |
| SCHA - SCHWAB STRATEGIC TR | Add 17% ($555.6K) | 0.80% | $3.9M | +23.55% | -2.06% | -6.45% | |
| VLO - VALERO ENERGY CORP | New Purchase | 0.74% | $3.6M | +355.00% | +24.87% | +48.30% | |
| SCHM - SCHWAB STRATEGIC TR | Add 15% ($455.6K) | 0.74% | $3.6M | +36.42% | +4.19% | +3.47% | |
| GOOGL - ALPHABET INC | Add 3% ($113.9K) | 0.73% | $3.6M | +186.31% | +10.01% | +33.09% | |
| MA - MASTERCARD INCORPORATED | Add 1% ($26.8K) | 0.72% | $3.5M | +51.56% | +9.49% | +12.31% | |
| KMB - KIMBERLY-CLARK CORP | Add 64% ($1.3M) | 0.71% | $3.4M | -12.14% | +3.84% | +1.86% | |
| WFC - WELLS FARGO CO NEW | Add 28% ($720.6K) | 0.68% | $3.3M | +170.59% | +39.49% | +79.01% | |
| DOW - DOW INC | New Purchase | 0.66% | $3.2M | -3.53% | +21.92% | +11.76% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.66% | $3.2M | +67.74% | +2.05% | +3.45% | |
| AVGO - BROADCOM INC | New Purchase | 0.66% | $3.2M | +634.24% | -7.90% | +27.60% | |
| MMM - 3M CO | New Purchase | 0.63% | $3.0M | +14.74% | +14.93% | -9.39% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.62% | $3.0M | +198.68% | +26.62% | +25.01% | |
| LUB - LUBYS INC | 0.62% | $3.0M | +14.15% | +42.57% | |||
| NTSX - WISDOMTREE TR | Add 13% ($329.3K) | 0.60% | $2.9M | +46.97% | +3.40% | +8.77% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.59% | $2.9M | +284.38% | +23.60% | +63.08% | |
| DGRO - ISHARES TR | Add 7% ($177.9K) | 0.59% | $2.8M | +71.56% | +11.15% | +18.86% | |
| AGNC - AGNC INVT CORP | New Purchase | 0.55% | $2.7M | +23.95% | +14.54% | -4.49% | |
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 0.52% | $2.5M | +55.35% | +5.64% | +4.50% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.51% | $2.5M | +17.03% | +16.85% | +45.84% | |
| IEFA - ISHARES TR | Add 6% ($134.6K) | 0.50% | $2.4M | +49.18% | +5.54% | +4.14% | |
| FDN - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| EFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IHI - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | +858.23% | -1.33% | +78.70% | |
| CRM - SALESFORCE COM INC | Reduce 100% | 0.00% | $0.00 | +39.59% | -9.92% | -8.33% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +48.25% | +12.98% | +34.23% | |