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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2022-11-21 (Q3 2022) | Holdings: 428 | Value: $473.0M | 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 2% ($221.0K) | 2.92% | $13.8M | +75.54% | +0.68% | +29.87% | |
| IVV - ISHARES TR | Add 14% ($1.6M) | 2.74% | $13.0M | +73.77% | +0.94% | +16.63% | |
| IAU - ISHARES GOLD TR | Reduce 4% $(508.5K) | 2.47% | $11.7M | +165.84% | +4.63% | +13.88% | |
| IVW - ISHARES TR | Add 14% ($1.1M) | 2.01% | $9.5M | +91.77% | -0.35% | +20.11% | |
| WIRE - ENCORE WIRE CORP | 2.01% | $9.5M | +26.46% | +30.77% | |||
| AMZN - AMAZON COM INC | Add 1% ($66.1K) | 1.82% | $8.6M | +126.48% | +3.42% | +58.40% | |
| MSFT - MICROSOFT CORP | Add 4% ($249.0K) | 1.40% | $6.6M | +57.34% | +3.51% | +56.49% | |
| SCHG - SCHWAB STRATEGIC TR | Add 2% ($141.4K) | 1.40% | $6.6M | +105.32% | +4.22% | +37.70% | |
| XOM - EXXON MOBIL CORP | Reduce 2% $(126.3K) | 1.36% | $6.4M | +59.82% | -1.46% | -4.14% | |
| V - VISA INC | Reduce 3% $(197.4K) | 1.28% | $6.1M | +48.55% | +6.22% | +23.22% | |
| XTJL - INNOVATOR ETFS TR | New Purchase | 1.27% | $6.0M | +61.27% | +3.21% | +18.81% | |
| JNJ - JOHNSON & JOHNSON | Add 173% ($3.7M) | 1.24% | $5.9M | +51.74% | -9.91% | -11.91% | |
| ABBV - ABBVIE INC | Add 3% ($155.1K) | 1.13% | $5.3M | +49.01% | -3.54% | -8.64% | |
| GOOGL - ALPHABET INC | Add 1936% ($4.5M) | 1.00% | $4.7M | +210.80% | -4.48% | +44.34% | |
| SCHV - SCHWAB STRATEGIC TR | Add 8% ($351.9K) | 0.98% | $4.6M | +47.25% | -0.65% | +0.21% | |
| DGRO - ISHARES TR | 0.90% | $4.2M | +49.20% | -1.23% | +2.66% | ||
| QQQ - INVESCO QQQ TR | Add 92% ($2.0M) | 0.89% | $4.2M | +111.47% | +4.36% | +38.94% | |
| NVDA - NVIDIA CORPORATION | Add 11% ($423.9K) | 0.89% | $4.2M | +1058.81% | +35.43% | +218.02% | |
| BALT - INNOVATOR ETFS TR | Add 5% ($183.0K) | 0.89% | $4.2M | +27.02% | +1.93% | +7.43% | |
| SPY - SPDR S&P 500 ETF TR | Add 5% ($215.0K) | 0.88% | $4.2M | +73.28% | +0.94% | +16.53% | |
| IVE - ISHARES TR | Reduce 2% $(84.4K) | 0.87% | $4.1M | +52.13% | +2.43% | +12.53% | |
| CVX - CHEVRON CORP NEW | Add 1% ($21.8K) | 0.85% | $4.0M | +24.03% | -11.96% | -18.37% | |
| XBJL - INNOVATOR ETFS TR | New Purchase | 0.84% | $4.0M | +47.88% | +3.10% | +15.30% | |
| SCHM - SCHWAB STRATEGIC TR | Add 3% ($104.2K) | 0.80% | $3.8M | +46.15% | +4.01% | +2.94% | |
| IJK - ISHARES TR | Add 4% ($143.7K) | 0.77% | $3.6M | +47.97% | +2.26% | +4.95% | |
| SCHA - SCHWAB STRATEGIC TR | Add 1% ($40.4K) | 0.76% | $3.6M | +46.71% | +4.25% | +0.83% | |
| IJR - ISHARES TR | Add 6% ($192.3K) | 0.75% | $3.5M | +32.52% | +2.70% | -2.60% | |
| IJT - ISHARES TR | Add 5% ($170.5K) | 0.73% | $3.4M | +33.41% | +0.95% | -0.70% | |
| FQAL - FIDELITY COVINGTON TRUST | Add 9% ($266.3K) | 0.72% | $3.4M | +66.33% | +1.33% | +14.91% | |
| IEFA - ISHARES TR | Add 13% ($386.7K) | 0.69% | $3.3M | +66.58% | +7.55% | +12.50% | |
| TSLA - TESLA INC | Add 240% ($2.3M) | 0.69% | $3.3M | +113.84% | +19.11% | +38.89% | |
| VLO - VALERO ENERGY CORP | Reduce 1% $(28.2K) | 0.64% | $3.0M | +94.44% | -4.95% | -6.50% | |
| PEP - PEPSICO INC | 0.61% | $2.9M | -5.29% | -4.62% | -6.44% | ||
| IEUR - ISHARES TR | Add 19% ($461.2K) | 0.61% | $2.9M | +67.49% | +10.36% | +14.35% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($34.0K) | 0.59% | $2.8M | +137.79% | +4.17% | +17.84% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.59% | $2.8M | +52.51% | -3.14% | +15.59% | |
| SCHD - SCHWAB STRATEGIC TR | Reduce 2% $(69.0K) | 0.58% | $2.8M | +34.32% | -2.36% | -4.56% | |
| MA - MASTERCARD INCORPORATED | Add 1% ($30.7K) | 0.57% | $2.7M | +48.00% | +4.62% | +21.48% | |
| UPS - UNITED PARCEL SERVICE INC | Add 2% ($46.8K) | 0.56% | $2.7M | -36.10% | -1.82% | -13.62% | |
| PFE - PFIZER INC | Reduce 4% $(117.4K) | 0.56% | $2.6M | -29.14% | -11.52% | -34.43% | |
| META - META PLATFORMS INC | Add 18% ($396.6K) | 0.55% | $2.6M | +427.01% | +55.76% | +210.84% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(47.5K) | 0.52% | $2.5M | -43.06% | -5.68% | +6.12% | |
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 18% $(549.2K) | 0.52% | $2.4M | +14.93% | +4.53% | -0.72% | |
| ITOT - ISHARES TR | 0.50% | $2.3M | +71.35% | +1.61% | +15.37% | ||
| KMI - KINDER MORGAN INC DEL | Add 3% ($76.0K) | 0.50% | $2.3M | +111.83% | -5.12% | -0.44% | |
| QTJL - INNOVATOR ETFS TR | New Purchase | 0.49% | $2.3M | +89.02% | +6.11% | +30.37% | |
| CSCO - CISCO SYS INC | Add 2% ($43.0K) | 0.49% | $2.3M | +81.65% | +3.55% | +3.24% | |
| AVGO - BROADCOM INC | Add 3% ($63.9K) | 0.48% | $2.3M | +535.66% | +11.09% | +90.80% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.48% | $2.2M | -43.12% | -5.81% | -29.70% | |
| IYE - ISHARES TR | New Purchase | 0.46% | $2.2M | +41.19% | -9.39% | -6.64% | |
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | +38.84% | +4.02% | -8.71% | |
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | +19.86% | +25.64% | +4.67% | |
| BJAN - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| PSEP - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | +29.54% | -2.78% | +6.48% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | +30.70% | +2.72% | +3.22% | |