10,000+ stock pitches from top investors available on joinyellowbrick.com
Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2022-02-14 (Q4 2021) | Holdings: 464 | Value: $615.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Add 22% ($4.7M) | 4.31% | $26.5M | +52.78% | -14.75% | -8.60% | |
| IAU - ISHARES GOLD TR | Add 8% ($835.5K) | 1.90% | $11.7M | +149.40% | -1.56% | -1.19% | |
| IVV - ISHARES TR | Add 7% ($716.3K) | 1.80% | $11.1M | +57.13% | -9.56% | -5.18% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.77% | $10.9M | +50.75% | -2.32% | -2.21% | |
| IVW - ISHARES TR | Add 3% ($342.2K) | 1.69% | $10.4M | +57.82% | -14.89% | -14.67% | |
| WIRE - ENCORE WIRE CORP | Reduce 2% $(245.8K) | 1.63% | $10.0M | +6.76% | +66.29% | ||
| AMZN - AMAZON COM INC | Reduce 5% $(568.3K) | 1.59% | $9.8M | +33.10% | -29.69% | -35.81% | |
| ABBV - ABBVIE INC | Reduce 7% $(688.1K) | 1.55% | $9.5M | +68.55% | +9.38% | +9.39% | |
| MSFT - MICROSOFT CORP | Add 1% ($120.0K) | 1.51% | $9.3M | +28.95% | -12.66% | -9.16% | |
| XOM - EXXON MOBIL CORP | Reduce 1% $(123.6K) | 1.34% | $8.3M | +139.80% | +19.48% | +56.40% | |
| V - VISA INC | Reduce 4% $(322.1K) | 1.32% | $8.1M | +36.46% | -12.80% | +1.52% | |
| SCHG - SCHWAB STRATEGIC TR | Add 26% ($1.6M) | 1.29% | $7.9M | +64.40% | -16.73% | -12.42% | |
| BJAN - INNOVATOR ETFS TR | Reduce 28% $(3.0M) | 1.23% | $7.6M | +51.19% | -6.55% | -0.99% | |
| CVX - CHEVRON CORP NEW | Add 1% ($79.4K) | 1.07% | $6.6M | +75.58% | +30.00% | +31.36% | |
| NVDA - NVIDIA CORPORATION | Add 331% ($4.9M) | 1.03% | $6.4M | +612.43% | -30.79% | -8.67% | |
| PFE - PFIZER INC | Add 8% ($455.4K) | 0.98% | $6.0M | -29.52% | +2.58% | -10.05% | |
| GOOGL - ALPHABET INC | Add 6% ($329.0K) | 0.95% | $5.9M | +116.77% | -16.81% | -29.53% | |
| PEP - PEPSICO INC | Add 1% ($36.1K) | 0.92% | $5.7M | +7.39% | +5.63% | +8.07% | |
| KO - COCA COLA CO | New Purchase | 0.89% | $5.5M | +42.80% | +9.04% | +0.65% | |
| CSCO - CISCO SYS INC | Reduce 3% $(182.7K) | 0.83% | $5.1M | +66.44% | -8.15% | -6.78% | |
| QQQ - INVESCO QQQ TR | Reduce 7% $(350.5K) | 0.81% | $5.0M | +70.21% | -15.33% | -11.77% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 18% $(1.1M) | 0.81% | $5.0M | -44.53% | -15.44% | -10.62% | |
| JPM - JPMORGAN CHASE & CO | Reduce 9% $(495.4K) | 0.81% | $5.0M | +111.46% | -22.89% | -3.86% | |
| VLO - VALERO ENERGY CORP | Reduce 13% $(743.9K) | 0.80% | $4.9M | +214.33% | +46.82% | +60.34% | |
| SCHV - SCHWAB STRATEGIC TR | Add 27% ($1.0M) | 0.79% | $4.9M | +43.55% | -5.10% | -0.24% | |
| IEFA - ISHARES TR | Add 85% ($2.2M) | 0.79% | $4.8M | +44.57% | -12.25% | -4.87% | |
| AVGO - BROADCOM INC | Reduce 10% $(504.2K) | 0.74% | $4.6M | +477.70% | -0.41% | +6.49% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 11% $(527.5K) | 0.71% | $4.4M | +20.25% | -6.87% | -19.81% | |
| SCHM - SCHWAB STRATEGIC TR | Reduce 8% $(374.5K) | 0.70% | $4.3M | +33.35% | -10.09% | -1.78% | |
| DGRO - ISHARES TR | Add 17% ($617.2K) | 0.70% | $4.3M | +45.78% | -5.52% | -0.67% | |
| SCHA - SCHWAB STRATEGIC TR | Reduce 8% $(393.6K) | 0.69% | $4.3M | +32.95% | -12.26% | -2.02% | |
| IJK - ISHARES TR | Reduce 13% $(619.1K) | 0.68% | $4.2M | +36.85% | -11.85% | -2.65% | |
| BALT - INNOVATOR ETFS TR | New Purchase | 0.67% | $4.1M | +30.05% | -0.72% | +4.60% | |
| T - AT&T INC | Add 20% ($686.7K) | 0.67% | $4.1M | +94.44% | +12.71% | +11.92% | |
| ITOT - ISHARES TR | Reduce 10% $(439.6K) | 0.66% | $4.0M | +53.19% | -10.58% | -5.58% | |
| IJT - ISHARES TR | Reduce 11% $(499.8K) | 0.64% | $3.9M | +22.65% | -11.86% | -4.36% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 21% $(1.1M) | 0.64% | $3.9M | +56.68% | -9.55% | -5.19% | |
| DOW - DOW INC | Reduce 5% $(210.2K) | 0.63% | $3.9M | -13.49% | +13.12% | +3.25% | |
| QCOM - QUALCOMM INC | Reduce 6% $(252.0K) | 0.63% | $3.9M | -17.42% | -20.43% | -19.56% | |
| STEL - CBTX INC | New Purchase | 0.62% | $3.8M | +34.60% | -5.93% | +2.55% | |
| JNJ - JOHNSON & JOHNSON | Add 4% ($154.9K) | 0.61% | $3.7M | +65.35% | +7.88% | -1.55% | |
| IVE - ISHARES TR | Add 21% ($633.4K) | 0.60% | $3.7M | +49.54% | -4.21% | +4.43% | |
| MA - MASTERCARD INCORPORATED | Add 6% ($209.3K) | 0.58% | $3.6M | +34.88% | -11.85% | -0.71% | |
| META - META PLATFORMS INC | Add 11% ($343.7K) | 0.57% | $3.5M | +162.61% | -9.27% | -19.64% | |
| KMB - KIMBERLY-CLARK CORP | Reduce 7% $(263.4K) | 0.56% | $3.4M | -14.87% | +5.65% | -0.22% | |
| FQAL - FIDELITY COVINGTON TRUST | Reduce 16% $(635.8K) | 0.55% | $3.4M | +49.94% | -8.59% | -5.21% | |
| PGX - INVESCO EXCH TRADED FD TR II | Add 16% ($450.2K) | 0.54% | $3.3M | +4.69% | -6.88% | -2.26% | |
| KMI - KINDER MORGAN INC DEL | Reduce 3% $(93.9K) | 0.53% | $3.3M | +139.49% | +14.69% | +12.66% | |
| IEUR - ISHARES TR | New Purchase | 0.52% | $3.2M | +43.96% | -13.26% | -3.45% | |
| PARA - VIACOMCBS INC | Reduce 18% $(674.1K) | 0.50% | $3.1M | -19.35% | -27.05% | ||
| TSJA - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| LUB - LUBYS INC | Reduce 100% | 0.00% | $0.00 | -11.93% | |||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | -24.82% | -32.72% | -32.50% | |
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | +15.09% | -4.26% | -24.61% | |