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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2021-07-29 (Q2 2021) | Holdings: 438 | Value: $555.6M | 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 |
| AAPL - APPLE INC | Reduce 3% $(569.2K) | 3.29% | $18.3M | +81.68% | +3.33% | +12.50% | |
| AMZN - AMAZON COM INC | Reduce 3% $(371.7K) | 2.07% | $11.5M | +25.31% | -0.89% | -19.12% | |
| IAU - ISHARES GOLD TR | New Purchase | 1.94% | $10.8M | +153.06% | -1.87% | -3.22% | |
| BJAN - INNOVATOR ETFS TR | Reduce 8% $(936.1K) | 1.90% | $10.5M | +48.81% | +2.14% | -5.20% | |
| IVV - ISHARES TR | Add 22% ($1.8M) | 1.78% | $9.9M | +60.32% | +5.43% | -4.84% | |
| IVW - ISHARES TR | Add 1% ($87.5K) | 1.76% | $9.8M | +57.45% | +7.35% | -9.29% | |
| V - VISA INC | Reduce 4% $(404.0K) | 1.66% | $9.2M | +26.05% | -13.94% | -13.93% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(182.8K) | 1.53% | $8.5M | +36.17% | +15.72% | -1.71% | |
| ABBV - ABBVIE INC | 1.50% | $8.4M | +107.63% | -2.35% | +22.66% | ||
| SCHG - SCHWAB STRATEGIC TR | Add 2% ($98.0K) | 1.13% | $6.3M | +60.12% | +7.39% | -12.69% | |
| XOM - EXXON MOBIL CORP | Add 21% ($1.0M) | 1.08% | $6.0M | +225.78% | +13.15% | +68.62% | |
| WIRE - ENCORE WIRE CORP | 1.08% | $6.0M | +76.06% | +73.65% | |||
| UPS - UNITED PARCEL SERVICE INC | Reduce 3% $(184.0K) | 1.02% | $5.7M | -36.30% | +11.59% | +5.52% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(38.7K) | 0.96% | $5.3M | +116.72% | +11.96% | -23.01% | |
| QQQ - INVESCO QQQ TR | Add 5% ($232.5K) | 0.96% | $5.3M | +66.13% | +7.01% | -12.53% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 4% ($203.4K) | 0.94% | $5.2M | +17.14% | -4.37% | -13.34% | |
| CSCO - CISCO SYS INC | Reduce 3% $(159.1K) | 0.92% | $5.1M | +64.37% | +2.54% | -15.42% | |
| PEP - PEPSICO INC | Add 1% ($30.5K) | 0.92% | $5.1M | +15.67% | +3.17% | +15.53% | |
| GOOGL - ALPHABET INC | Add 1% ($38.1K) | 0.91% | $5.0M | +120.84% | +6.27% | -14.94% | |
| META - FACEBOOK INC | Reduce 5% $(232.3K) | 0.89% | $4.9M | +63.55% | -6.79% | -54.82% | |
| SCHA - SCHWAB STRATEGIC TR | Add 7% ($316.0K) | 0.87% | $4.8M | +24.39% | +5.94% | -13.98% | |
| IJK - ISHARES TR | Add 1% ($31.5K) | 0.87% | $4.8M | +30.97% | +7.11% | -10.76% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 4% $(203.2K) | 0.86% | $4.8M | +59.83% | +5.39% | -4.86% | |
| SCHM - SCHWAB STRATEGIC TR | Add 7% ($310.0K) | 0.85% | $4.7M | +29.80% | +5.79% | -10.20% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(43.0K) | 0.84% | $4.7M | +134.87% | +12.63% | +62.67% | |
| IJT - ISHARES TR | Add 1% ($26.5K) | 0.81% | $4.5M | +16.99% | +5.17% | -9.72% | |
| ITOT - ISHARES TR | Add 14% ($548.4K) | 0.79% | $4.4M | +52.70% | +5.30% | -7.95% | |
| PARA - VIACOMCBS INC | Add 1% ($59.9K) | 0.79% | $4.4M | -9.64% | -39.95% | ||
| PFE - PFIZER INC | Reduce 26% $(1.6M) | 0.78% | $4.4M | -16.80% | +1.77% | +21.89% | |
| NVDA - NVIDIA CORPORATION | Add 14% ($528.2K) | 0.77% | $4.3M | +815.63% | +33.03% | -4.97% | |
| VLO - VALERO ENERGY CORP | Reduce 3% $(130.0K) | 0.75% | $4.2M | +328.56% | +18.35% | +73.34% | |
| DOW - DOW INC | Reduce 1% $(22.9K) | 0.73% | $4.0M | -13.85% | -7.09% | -12.16% | |
| T - AT&T INC | Reduce 6% $(240.2K) | 0.73% | $4.0M | +72.30% | -8.84% | -6.53% | |
| LUB - LUBYS INC | 0.72% | $4.0M | +25.86% | ||||
| AVGO - BROADCOM INC | Add 2% ($61.3K) | 0.71% | $4.0M | +615.76% | +10.37% | +14.53% | |
| KMB - KIMBERLY-CLARK CORP | Add 3% ($103.1K) | 0.69% | $3.9M | -15.76% | -3.65% | +2.78% | |
| FQAL - FIDELITY COVINGTON TRUST | Add 3% ($103.9K) | 0.69% | $3.8M | +51.87% | +4.07% | -5.17% | |
| MMM - 3M CO | 0.67% | $3.7M | +3.77% | -8.61% | -24.99% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 7% $(289.9K) | 0.67% | $3.7M | -83.73% | -17.47% | -68.40% | |
| SCHV - SCHWAB STRATEGIC TR | Add 24% ($696.6K) | 0.65% | $3.6M | +48.08% | +3.52% | -2.22% | |
| JNJ - JOHNSON & JOHNSON | 0.63% | $3.5M | +61.20% | -4.96% | +3.37% | ||
| DGRO - ISHARES TR | Add 1% ($45.0K) | 0.63% | $3.5M | +51.98% | +3.58% | +0.02% | |
| MA - MASTERCARD INCORPORATED | 0.62% | $3.5M | +30.21% | -14.02% | -9.39% | ||
| KMI - KINDER MORGAN INC DEL | Reduce 9% $(329.8K) | 0.62% | $3.4M | +141.05% | -1.54% | +8.23% | |
| QCOM - QUALCOMM INC | Reduce 1% $(29.2K) | 0.59% | $3.3M | -5.67% | -9.22% | +0.59% | |
| IJR - ISHARES TR | New Purchase | 0.58% | $3.2M | +22.98% | +5.54% | -6.00% | |
| PGX - INVESCO EXCH TRADED FD TR II | Add 13% ($363.4K) | 0.57% | $3.2M | -4.51% | +0.58% | -9.06% | |
| IVE - ISHARES TR | Add 7% ($194.9K) | 0.52% | $2.9M | +55.70% | +3.14% | -0.65% | |
| TSJA - INNOVATOR ETFS TR | New Purchase | 0.51% | $2.8M | +3.36% | -10.61% | ||
| IEFA - ISHARES TR | New Purchase | 0.48% | $2.7M | +39.90% | +1.99% | -14.68% | |
| AGNC - AGNC INVT CORP | Reduce 100% | 0.00% | $0.00 | -5.48% | +2.94% | -12.43% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| NTSX - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||