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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2022-09-30 (Q2 2022) | Holdings: 437 | Value: $472.8M | 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 4% ($526.4K) | 2.85% | $13.5M | +88.45% | -9.36% | +26.46% | |
| IAU - ISHARES GOLD TR | Add 14% ($1.6M) | 2.81% | $13.3M | +177.68% | +10.14% | +9.38% | |
| IVV - ISHARES TR | Add 12% ($1.3M) | 2.53% | $12.0M | +90.92% | +5.97% | +20.34% | |
| IVW - ISHARES TR | Add 3% ($289.7K) | 1.85% | $8.7M | +101.23% | -0.74% | +19.10% | |
| WIRE - ENCORE WIRE CORP | Reduce 4% $(311.8K) | 1.81% | $8.5M | +13.73% | +53.62% | ||
| AMZN - AMAZON COM INC | Add 2252% ($7.7M) | 1.70% | $8.0M | +84.69% | -24.44% | +13.98% | |
| MSFT - MICROSOFT CORP | Add 4% ($299.7K) | 1.49% | $7.0M | +63.26% | +2.06% | +38.02% | |
| V - VISA INC | Reduce 2% $(139.6K) | 1.47% | $7.0M | +72.30% | +15.90% | +29.99% | |
| SCHG - SCHWAB STRATEGIC TR | Add 6% ($370.9K) | 1.42% | $6.7M | +112.85% | -1.87% | +31.23% | |
| BJAN - INNOVATOR ETFS TR | Reduce 1% $(77.5K) | 1.41% | $6.6M | +71.42% | +4.94% | +17.12% | |
| XOM - EXXON MOBIL CORP | Reduce 5% $(358.8K) | 1.36% | $6.4M | +100.78% | +19.24% | +32.66% | |
| ABBV - ABBVIE INC | Reduce 4% $(237.2K) | 1.25% | $5.9M | +74.68% | +20.72% | +13.53% | |
| GOOGL - ALPHABET INC | Add 16% ($714.8K) | 1.12% | $5.3M | +208.20% | -7.90% | +38.66% | |
| NVDA - NVIDIA CORPORATION | Add 18% ($728.2K) | 1.00% | $4.7M | +1338.59% | +15.97% | +262.92% | |
| SCHV - SCHWAB STRATEGIC TR | Add 5% ($222.4K) | 0.97% | $4.6M | +68.39% | +12.04% | +10.42% | |
| DGRO - ISHARES TR | Add 16% ($627.9K) | 0.96% | $4.5M | +69.71% | +11.59% | +12.09% | |
| IVE - ISHARES TR | Add 19% ($726.0K) | 0.95% | $4.5M | +73.59% | +12.52% | +19.69% | |
| SPY - SPDR S&P 500 ETF TR | Add 18% ($639.9K) | 0.89% | $4.2M | +90.34% | +5.95% | +20.21% | |
| CVX - CHEVRON CORP NEW | Reduce 3% $(107.1K) | 0.86% | $4.1M | +54.17% | +17.70% | +15.87% | |
| BALT - INNOVATOR ETFS TR | Reduce 2% $(92.0K) | 0.85% | $4.0M | +28.63% | +1.88% | +6.83% | |
| SCHM - SCHWAB STRATEGIC TR | Add 4% ($144.2K) | 0.80% | $3.8M | +62.31% | +7.12% | +11.05% | |
| SCHA - SCHWAB STRATEGIC TR | Add 3% ($103.1K) | 0.77% | $3.7M | +62.23% | +5.75% | +8.32% | |
| IJR - ISHARES TR | Add 44% ($1.1M) | 0.75% | $3.5M | +50.36% | +7.58% | +7.10% | |
| IJK - ISHARES TR | Add 2% ($85.5K) | 0.75% | $3.5M | +64.80% | +6.61% | +13.27% | |
| IJT - ISHARES TR | Add 1% ($48.7K) | 0.72% | $3.4M | +47.75% | +4.71% | +6.59% | |
| FQAL - FIDELITY COVINGTON TRUST | Add 12% ($354.5K) | 0.70% | $3.3M | +82.65% | +5.49% | +19.18% | |
| PFE - PFIZER INC | Reduce 5% $(189.3K) | 0.70% | $3.3M | -21.61% | +17.31% | -19.88% | |
| IEFA - ISHARES TR | Reduce 21% $(867.8K) | 0.68% | $3.2M | +91.29% | +17.37% | +22.00% | |
| PGX - INVESCO EXCH TRADED FD TR II | Add 3% ($76.9K) | 0.66% | $3.1M | +14.22% | -3.50% | -3.66% | |
| VLO - VALERO ENERGY CORP | Reduce 3% $(106.7K) | 0.65% | $3.1M | +146.54% | +9.89% | +29.54% | |
| SCHD - SCHWAB STRATEGIC TR | New Purchase | 0.65% | $3.1M | +55.20% | +13.27% | +8.19% | |
| JPM - JPMORGAN CHASE & CO | Add 14% ($365.6K) | 0.63% | $3.0M | +204.38% | +29.07% | +40.40% | |
| MA - MASTERCARD INCORPORATED | 0.63% | $3.0M | +75.01% | +20.67% | +38.38% | ||
| PEP - PEPSICO INC | Reduce 5% $(168.8K) | 0.63% | $3.0M | +7.62% | +10.40% | +6.28% | |
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($21.0K) | 0.62% | $2.9M | -27.14% | +10.14% | +0.15% | |
| IEUR - ISHARES TR | Add 21% ($482.2K) | 0.58% | $2.8M | +97.04% | +20.99% | +25.81% | |
| META - META PLATFORMS INC | Add 1% ($33.5K) | 0.55% | $2.6M | +322.17% | -9.04% | +123.73% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 5% $(148.0K) | 0.54% | $2.5M | -41.61% | +2.60% | +2.97% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.52% | $2.5M | +62.43% | +5.96% | -11.84% | |
| ITOT - ISHARES TR | Reduce 26% $(875.8K) | 0.52% | $2.5M | +87.53% | +5.52% | +18.92% | |
| AVGO - BROADCOM INC | Reduce 1% $(36.9K) | 0.52% | $2.4M | +639.98% | +24.23% | +90.80% | |
| TSLA - TESLA INC | Add 35% ($626.2K) | 0.51% | $2.4M | +41.69% | -57.52% | -1.14% | |
| PSEP - INNOVATOR ETFS TR | Reduce 1% $(19.2K) | 0.51% | $2.4M | +54.61% | +4.14% | +15.75% | |
| CSCO - CISCO SYS INC | Reduce 2% $(45.3K) | 0.51% | $2.4M | +116.38% | +18.97% | +38.12% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.50% | $2.3M | +63.97% | +9.16% | -2.85% | |
| QQQ - INVESCO QQQ TR | Add 2% ($35.9K) | 0.49% | $2.3M | +122.14% | -1.47% | +35.17% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.48% | $2.3M | +133.14% | +6.97% | +0.65% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.47% | $2.2M | +23.05% | +19.96% | +17.09% | |
| T - AT&T INC | Reduce 9% $(221.7K) | 0.47% | $2.2M | +119.50% | +21.25% | -0.62% | |
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.46% | $2.2M | +61.01% | +15.32% | +8.49% | |
| AMLP - ALPS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| EUSA - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | -2.53% | -1.59% | -13.61% | |
| SHY - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IWR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | -0.87% | -14.79% | -33.10% | |