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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2022-05-16 (Q1 2022) | Holdings: 451 | Value: $546.2M | 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 38% $(10.2M) | 3.08% | $16.8M | +75.21% | +17.42% | +16.70% | |
| IVV - ISHARES TR | Add 16% ($1.8M) | 2.39% | $13.0M | +70.96% | +5.36% | +3.87% | |
| IAU - ISHARES GOLD TR | Add 1% ($125.0K) | 2.28% | $12.5M | +153.28% | -3.51% | +8.27% | |
| IVW - ISHARES TR | Add 3% ($272.6K) | 1.99% | $10.9M | +81.95% | +9.53% | +1.88% | |
| AMZN - AMAZON COM INC | Add 6% ($565.3K) | 1.95% | $10.7M | +85.19% | +25.45% | +1.96% | |
| WIRE - ENCORE WIRE CORP | 1.85% | $10.1M | +5.58% | +30.02% | |||
| SCHG - SCHWAB STRATEGIC TR | Add 105% ($4.3M) | 1.52% | $8.3M | +93.41% | +10.47% | +9.90% | |
| MSFT - MICROSOFT CORP | Reduce 14% $(1.4M) | 1.51% | $8.2M | +45.07% | +9.96% | +19.41% | |
| V - VISA INC | Add 1% ($66.3K) | 1.48% | $8.1M | +52.60% | +5.94% | +15.60% | |
| BJAN - INNOVATOR ETFS TR | Reduce 1% $(70.6K) | 1.40% | $7.6M | +59.82% | +4.31% | +5.97% | |
| NVDA - NVIDIA CORPORATION | Add 4% ($283.0K) | 1.34% | $7.3M | +883.25% | +1.47% | +67.13% | |
| XOM - EXXON MOBIL CORP | Reduce 23% $(2.0M) | 1.21% | $6.6M | +99.00% | +1.49% | +18.22% | |
| ABBV - ABBVIE INC | Reduce 39% $(4.3M) | 1.21% | $6.6M | +54.19% | -8.12% | -4.16% | |
| GOOGL - ALPHABET INC | Reduce 1% $(34.1K) | 1.09% | $5.9M | +155.23% | +2.32% | +3.42% | |
| SCHV - SCHWAB STRATEGIC TR | Add 3% ($136.0K) | 0.92% | $5.0M | +49.42% | +1.95% | -1.75% | |
| IEFA - ISHARES TR | Add 4% ($194.3K) | 0.90% | $4.9M | +62.13% | -1.10% | +9.67% | |
| CVX - CHEVRON CORP NEW | Reduce 40% $(3.2M) | 0.87% | $4.8M | +33.64% | -9.06% | -7.88% | |
| SCHM - SCHWAB STRATEGIC TR | Add 2% ($86.8K) | 0.82% | $4.5M | +45.92% | +4.68% | -1.06% | |
| DGRO - ISHARES TR | Add 3% ($123.1K) | 0.81% | $4.4M | +52.44% | +3.97% | +0.78% | |
| SCHA - SCHWAB STRATEGIC TR | Add 102% ($2.2M) | 0.80% | $4.4M | +49.04% | +8.06% | -0.63% | |
| IVE - ISHARES TR | Add 15% ($556.7K) | 0.79% | $4.3M | +54.30% | +1.67% | +5.04% | |
| SPY - SPDR S&P 500 ETF TR | Add 8% ($327.5K) | 0.79% | $4.3M | +70.48% | +5.40% | +3.87% | |
| IJK - ISHARES TR | Add 1% ($40.4K) | 0.78% | $4.3M | +52.40% | +7.85% | +2.89% | |
| BALT - INNOVATOR ETFS TR | Reduce 1% $(24.7K) | 0.76% | $4.1M | +30.84% | +2.54% | +7.26% | |
| ITOT - ISHARES TR | 0.75% | $4.1M | +68.59% | +5.81% | +3.13% | ||
| IJT - ISHARES TR | Add 1% ($37.1K) | 0.74% | $4.0M | +36.87% | +8.75% | -2.54% | |
| META - META PLATFORMS INC | Reduce 1% $(23.7K) | 0.66% | $3.6M | +186.45% | -13.49% | +19.97% | |
| TLT - ISHARES TR | New Purchase | 0.66% | $3.6M | -12.41% | +0.57% | -8.09% | |
| FQAL - FIDELITY COVINGTON TRUST | Add 4% ($138.7K) | 0.65% | $3.6M | +61.41% | +4.31% | +1.06% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 27% $(1.3M) | 0.65% | $3.5M | -35.56% | +12.85% | -3.02% | |
| PFE - PFIZER INC | Reduce 43% $(2.6M) | 0.64% | $3.5M | -31.67% | -2.55% | -25.21% | |
| MA - MASTERCARD INCORPORATED | 0.63% | $3.4M | +48.34% | +4.64% | +14.51% | ||
| PGX - INVESCO EXCH TRADED FD TR II | Add 2% ($70.4K) | 0.61% | $3.3M | +12.07% | +5.83% | -4.99% | |
| JPM - JPMORGAN CHASE & CO | Reduce 27% $(1.2M) | 0.60% | $3.3M | +167.95% | +2.18% | +18.21% | |
| CSCO - CISCO SYS INC | Reduce 37% $(1.9M) | 0.59% | $3.2M | +78.73% | -5.23% | -0.85% | |
| AVGO - BROADCOM INC | Reduce 33% $(1.6M) | 0.59% | $3.2M | +467.63% | -8.80% | +14.02% | |
| PEP - PEPSICO INC | Reduce 43% $(2.4M) | 0.58% | $3.2M | +1.76% | +3.52% | +12.51% | |
| VLO - VALERO ENERGY CORP | Reduce 46% $(2.6M) | 0.55% | $3.0M | +110.43% | -8.63% | -11.77% | |
| QQQ - INVESCO QQQ TR | Reduce 42% $(2.1M) | 0.54% | $3.0M | +97.05% | +8.10% | +9.60% | |
| AMLP - ALPS ETF TR | New Purchase | 0.54% | $3.0M | +82.44% | +2.31% | +8.91% | |
| TSLA - TESLA INC | New Purchase | 0.54% | $2.9M | +44.75% | +22.03% | -30.21% | |
| IJR - ISHARES TR | New Purchase | 0.53% | $2.9M | +35.56% | +6.83% | -3.38% | |
| IWR - ISHARES TR | New Purchase | 0.51% | $2.8M | +47.87% | +5.30% | -1.05% | |
| T - AT&T INC | Reduce 32% $(1.3M) | 0.51% | $2.8M | +71.50% | -8.51% | -13.36% | |
| EUSA - ISHARES INC | New Purchase | 0.51% | $2.8M | +42.91% | +5.04% | -1.48% | |
| IEUR - ISHARES TR | Reduce 10% $(301.1K) | 0.51% | $2.8M | +62.52% | -2.80% | +11.74% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.50% | $2.7M | -39.67% | +10.72% | -0.54% | |
| SHY - ISHARES TR | New Purchase | 0.48% | $2.6M | +12.68% | -0.40% | +0.72% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.48% | $2.6M | -42.94% | +24.45% | -23.07% | |
| PSEP - INNOVATOR ETFS TR | New Purchase | 0.48% | $2.6M | +51.15% | +2.67% | +8.03% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| STEL - CBTX INC | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | +5.30% | -1.14% | -1.63% | |
| DOW - DOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| KMB - KIMBERLY-CLARK CORP | Reduce 100% | 0.00% | $0.00 | +10.12% | -0.39% | +8.36% | |
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | +68.38% | -3.58% | -10.48% | |
| QCOM - QUALCOMM INC | Reduce 100% | 0.00% | $0.00 | +22.39% | +8.79% | -21.84% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | +6.78% | -6.21% | -21.42% | |
| PARA - VIACOMCBS INC | Reduce 100% | 0.00% | $0.00 | -62.33% | -13.92% | -47.22% | |