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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2021-05-27 (Q1 2021) | Holdings: 424 | Value: $507.7M | 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 1% ($108.3K) | 3.10% | $15.7M | +108.89% | +22.12% | +19.21% | |
| BJAN - INNOVATOR ETFS TR | Add 9% ($879.1K) | 2.15% | $10.9M | +51.75% | +2.96% | -3.97% | |
| AMZN - AMAZON COM INC | Add 3% ($281.6K) | 2.02% | $10.3M | +29.41% | +5.54% | -25.84% | |
| IVW - ISHARES TR | Add 8% ($631.0K) | 1.68% | $8.5M | +71.56% | +14.14% | -4.08% | |
| V - VISA INC | Reduce 15% $(1.4M) | 1.62% | $8.2M | +36.92% | +1.74% | -6.15% | |
| ABBV - ABBVIE INC | Reduce 13% $(1.1M) | 1.52% | $7.7M | +120.45% | +7.57% | +35.60% | |
| IVV - ISHARES TR | 1.47% | $7.5M | +67.32% | +7.78% | -0.54% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(105.1K) | 1.43% | $7.3M | +54.71% | +21.19% | +9.20% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 37% $(3.6M) | 1.21% | $6.2M | +64.79% | -1.39% | +9.08% | |
| WIRE - ENCORE WIRE CORP | Reduce 27% $(2.2M) | 1.15% | $5.9M | +3.66% | +50.67% | ||
| SCHG - SCHWAB STRATEGIC TR | Add 1% ($46.3K) | 1.06% | $5.4M | +74.88% | +14.25% | -8.06% | |
| JPM - JPMORGAN CHASE & CO | Reduce 4% $(244.2K) | 1.06% | $5.4M | +101.95% | -2.01% | -17.66% | |
| PFE - PFIZER INC | Reduce 10% $(616.5K) | 1.05% | $5.3M | -7.10% | +21.76% | +41.53% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 2% ($80.7K) | 1.02% | $5.2M | +17.79% | -1.71% | -4.59% | |
| CSCO - CISCO SYS INC | Add 4% ($202.9K) | 1.00% | $5.1M | +71.43% | +11.96% | -13.02% | |
| CVX - CHEVRON CORP NEW | Add 4% ($193.9K) | 0.99% | $5.0M | +133.61% | -3.77% | +76.06% | |
| XOM - EXXON MOBIL CORP | Add 24% ($939.6K) | 0.95% | $4.8M | +226.61% | -4.66% | +71.77% | |
| PARA - VIACOMCBS INC | Reduce 19% $(1.1M) | 0.95% | $4.8M | -6.43% | -18.44% | ||
| IJK - ISHARES TR | Add 6% ($266.0K) | 0.95% | $4.8M | +32.10% | +3.40% | -11.26% | |
| VLO - VALERO ENERGY CORP | Add 4% ($169.9K) | 0.93% | $4.7M | +252.71% | -17.57% | +67.10% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 1% $(43.0K) | 0.93% | $4.7M | -43.40% | -8.79% | -12.53% | |
| PEP - PEPSICO INC | Reduce 1% $(36.5K) | 0.91% | $4.6M | +24.39% | +6.60% | +16.96% | |
| SCHA - SCHWAB STRATEGIC TR | Add 6% ($259.4K) | 0.91% | $4.6M | +22.30% | +0.41% | -15.81% | |
| SPY - SPDR S&P 500 ETF TR | Add 2% ($86.4K) | 0.90% | $4.6M | +66.80% | +7.78% | -0.62% | |
| T - AT&T INC | Add 3% ($118.0K) | 0.90% | $4.6M | +67.54% | -6.67% | +1.95% | |
| QQQ - INVESCO QQQ TR | Reduce 4% $(171.7K) | 0.89% | $4.5M | +80.42% | +13.94% | -7.29% | |
| IJT - ISHARES TR | Reduce 2% $(79.8K) | 0.89% | $4.5M | +17.20% | +3.15% | -11.97% | |
| META - FACEBOOK INC | Add 5% ($193.8K) | 0.88% | $4.5M | +74.91% | +15.00% | -41.50% | |
| DOW - DOW INC | Add 17% ($640.1K) | 0.85% | $4.3M | -22.07% | -6.38% | +2.97% | |
| SCHM - SCHWAB STRATEGIC TR | Add 11% ($421.9K) | 0.85% | $4.3M | +29.67% | +2.55% | -9.22% | |
| GOOGL - ALPHABET INC | Reduce 3% $(115.5K) | 0.80% | $4.1M | +151.19% | +21.79% | -4.18% | |
| AVGO - BROADCOM INC | Add 15% ($506.4K) | 0.76% | $3.9M | +639.72% | +6.98% | +26.96% | |
| KMB - KIMBERLY-CLARK CORP | Add 6% ($222.9K) | 0.74% | $3.8M | -12.05% | +4.73% | +4.51% | |
| MMM - 3M CO | Add 8% ($260.9K) | 0.71% | $3.6M | +0.78% | -3.05% | -24.14% | |
| ITOT - ISHARES TR | Reduce 53% $(4.1M) | 0.70% | $3.6M | +58.74% | +7.15% | -4.24% | |
| KMI - KINDER MORGAN INC DEL | Reduce 3% $(105.5K) | 0.70% | $3.5M | +133.59% | -9.98% | +13.59% | |
| LUB - LUBYS INC | 0.68% | $3.5M | +10.30% | ||||
| JNJ - JOHNSON & JOHNSON | Add 3% ($93.7K) | 0.68% | $3.4M | +64.08% | +3.05% | +8.61% | |
| FQAL - FIDELITY COVINGTON TRUST | Reduce 23% $(1.0M) | 0.67% | $3.4M | +62.14% | +9.79% | +1.65% | |
| PYPL - PAYPAL HLDGS INC | Reduce 21% $(857.6K) | 0.65% | $3.3M | -82.54% | +10.50% | -67.36% | |
| DGRO - ISHARES TR | Add 7% ($200.3K) | 0.64% | $3.3M | +54.92% | +4.53% | +3.05% | |
| WFC - WELLS FARGO CO NEW | Reduce 25% $(1.1M) | 0.63% | $3.2M | +92.95% | +3.78% | -0.52% | |
| MA - MASTERCARD INCORPORATED | Reduce 9% $(299.4K) | 0.63% | $3.2M | +39.51% | -2.76% | -1.04% | |
| QCOM - QUALCOMM INC | Reduce 31% $(1.4M) | 0.61% | $3.1M | +5.44% | +9.34% | +8.66% | |
| AGNC - AGNC INVT CORP | Add 2% ($60.1K) | 0.58% | $2.9M | +6.18% | -10.39% | -27.04% | |
| SCHV - SCHWAB STRATEGIC TR | New Purchase | 0.55% | $2.8M | +49.12% | +2.74% | +1.45% | |
| PGX - INVESCO EXCH TRADED FD TR II | New Purchase | 0.55% | $2.8M | -3.02% | +1.69% | -9.71% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.54% | $2.7M | +1047.26% | +46.40% | +20.54% | |
| IVE - ISHARES TR | New Purchase | 0.52% | $2.6M | +55.01% | +1.06% | +2.01% | |
| NTSX - WISDOMTREE TR | Reduce 15% $(428.9K) | 0.50% | $2.5M | +42.49% | +10.48% | -6.65% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | -23.16% | -1.80% | +14.14% | |
| IAU - ISHARES GOLD TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHF - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||