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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2021-11-15 (Q3 2021) | Holdings: 442 | Value: $556.3M | 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 | 3.29% | $18.3M | +74.43% | +15.23% | -0.19% | ||
| AMZN - AMAZON COM INC | 2.07% | $11.5M | +18.55% | -10.65% | -45.11% | ||
| IAU - ISHARES GOLD TR | 1.93% | $10.8M | +148.28% | +0.54% | -4.97% | ||
| BJAN - INNOVATOR ETFS TR | 1.90% | $10.5M | +45.18% | -3.39% | -8.47% | ||
| IVV - ISHARES TR | 1.78% | $9.9M | +49.76% | -4.08% | -14.05% | ||
| IVW - ISHARES TR | 1.76% | $9.8M | +44.04% | -8.17% | -24.14% | ||
| V - VISA INC | 1.66% | $9.2M | +46.42% | +8.03% | -0.20% | ||
| MSFT - MICROSOFT CORP | 1.52% | $8.5M | +15.46% | -10.43% | -27.18% | ||
| ABBV - ABBVIE INC | 1.50% | $8.4M | +109.35% | +26.39% | +35.31% | ||
| SCHG - SCHWAB STRATEGIC TR | 1.13% | $6.3M | +46.76% | -10.18% | -27.42% | ||
| XOM - EXXON MOBIL CORP | 1.08% | $6.0M | +189.79% | +23.12% | +82.45% | ||
| WIRE - ENCORE WIRE CORP | 1.07% | $6.0M | -25.93% | +1.30% | |||
| UPS - UNITED PARCEL SERVICE INC | 1.02% | $5.7M | -43.10% | +2.27% | -13.12% | ||
| JPM - JPMORGAN CHASE & CO | 0.96% | $5.3M | +96.75% | -6.66% | -17.80% | ||
| QQQ - INVESCO QQQ TR | 0.96% | $5.3M | +52.70% | -9.49% | -27.07% | ||
| VZ - VERIZON COMMUNICATIONS INC | 0.94% | $5.2M | +23.53% | +2.92% | -23.91% | ||
| CSCO - CISCO SYS INC | 0.92% | $5.1M | +57.11% | -4.67% | -20.02% | ||
| PEP - PEPSICO INC | 0.92% | $5.1M | +10.06% | +1.92% | +11.52% | ||
| GOOGL - ALPHABET INC | 0.91% | $5.0M | +101.29% | -7.03% | -33.28% | ||
| META - FACEBOOK INC | 0.89% | $4.9M | +68.39% | -37.02% | -67.07% | ||
| SCHA - SCHWAB STRATEGIC TR | 0.87% | $4.8M | +15.91% | -11.30% | -20.77% | ||
| IJK - ISHARES TR | 0.87% | $4.8M | +21.16% | -10.62% | -17.79% | ||
| SPY - SPDR S&P 500 ETF TR | 0.86% | $4.8M | +49.35% | -4.06% | -14.07% | ||
| SCHM - SCHWAB STRATEGIC TR | 0.85% | $4.7M | +21.27% | -7.65% | -17.14% | ||
| CVX - CHEVRON CORP NEW | 0.84% | $4.7M | +103.95% | +17.22% | +64.27% | ||
| IJT - ISHARES TR | 0.80% | $4.5M | +7.73% | -10.91% | -19.37% | ||
| ITOT - ISHARES TR | 0.79% | $4.4M | +42.80% | -6.03% | -16.70% | ||
| PARA - VIACOMCBS INC | 0.78% | $4.4M | -16.77% | -47.54% | |||
| PFE - PFIZER INC | 0.78% | $4.4M | -28.51% | +1.19% | +0.28% | ||
| NVDA - NVIDIA CORPORATION | 0.77% | $4.3M | +497.35% | -10.90% | -46.49% | ||
| VLO - VALERO ENERGY CORP | 0.75% | $4.2M | +262.47% | +15.71% | +82.42% | ||
| DOW - DOW INC | 0.73% | $4.0M | -11.19% | +4.79% | -11.66% | ||
| T - AT&T INC | 0.73% | $4.0M | +93.43% | -1.47% | +7.93% | ||
| LUB - LUBYS INC | 0.72% | $4.0M | -3.10% | ||||
| AVGO - BROADCOM INC | 0.71% | $4.0M | +507.10% | +6.55% | -6.55% | ||
| KMB - KIMBERLY-CLARK CORP | 0.69% | $3.9M | -15.58% | -2.08% | -0.94% | ||
| FQAL - FIDELITY COVINGTON TRUST | 0.69% | $3.8M | +41.48% | -5.42% | -14.99% | ||
| MMM - 3M CO | 0.67% | $3.7M | +11.24% | -14.41% | -27.05% | ||
| PYPL - PAYPAL HLDGS INC | 0.67% | $3.7M | -78.79% | -48.56% | -59.50% | ||
| SCHV - SCHWAB STRATEGIC TR | 0.65% | $3.6M | +40.92% | -1.08% | -5.41% | ||
| JNJ - JOHNSON & JOHNSON | 0.63% | $3.5M | +69.44% | +3.14% | +9.10% | ||
| DGRO - ISHARES TR | 0.63% | $3.5M | +43.99% | -0.88% | -4.84% | ||
| MA - MASTERCARD INCORPORATED | 0.62% | $3.5M | +38.69% | +5.12% | -5.48% | ||
| KMI - KINDER MORGAN INC DEL | 0.62% | $3.4M | +147.57% | +3.20% | +16.12% | ||
| QCOM - QUALCOMM INC | 0.58% | $3.3M | -16.67% | +3.06% | -26.82% | ||
| IJR - ISHARES TR | 0.58% | $3.2M | +12.94% | -8.23% | -15.24% | ||
| PGX - INVESCO EXCH TRADED FD TR II | 0.57% | $3.2M | -4.04% | -7.12% | -16.09% | ||
| IVE - ISHARES TR | 0.52% | $2.9M | +49.23% | +0.38% | -3.12% | ||
| TSJA - INNOVATOR ETFS TR | 0.50% | $2.8M | -5.45% | -17.25% | |||
| IEFA - ISHARES TR | 0.48% | $2.7M | +37.44% | -4.00% | -17.54% | ||