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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2023-02-08 (Q4 2022) | Holdings: 454 | Value: $511.8M | 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 |
| IVV - ISHARES TR | Add 2% ($295.1K) | 2.77% | $14.2M | +65.52% | -0.44% | +22.90% | |
| AAPL - APPLE INC | Reduce 1% $(126.4K) | 2.51% | $12.9M | +69.09% | +11.87% | +23.65% | |
| WIRE - ENCORE WIRE CORP | 2.21% | $11.3M | -0.44% | +44.70% | |||
| IAU - ISHARES GOLD TR | Reduce 15% $(2.0M) | 2.12% | $10.9M | +145.64% | +7.68% | +7.04% | |
| IVW - ISHARES TR | Reduce 1% $(92.5K) | 1.86% | $9.5M | +85.14% | +2.19% | +31.30% | |
| XOM - EXXON MOBIL CORP | Reduce 2% $(167.8K) | 1.55% | $7.9M | +56.46% | -4.05% | -8.18% | |
| V - VISA INC | Reduce 1% $(92.9K) | 1.37% | $7.0M | +32.40% | +0.37% | +19.87% | |
| SCHG - SCHWAB STRATEGIC TR | Add 2% ($108.6K) | 1.31% | $6.7M | +87.47% | +3.80% | +42.74% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(145.3K) | 1.30% | $6.7M | +39.98% | +12.41% | +54.96% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($141.1K) | 1.27% | $6.5M | +63.58% | -0.87% | -1.29% | |
| ABBV - ABBVIE INC | Add 1% ($34.4K) | 1.26% | $6.5M | +56.74% | -0.21% | +21.97% | |
| AMZN - AMAZON COM INC | 1.24% | $6.4M | +107.04% | +5.23% | +72.18% | ||
| XTOC - INNOVATOR ETFS TR | New Purchase | 1.20% | $6.2M | +44.95% | +2.63% | +20.95% | |
| SCHV - SCHWAB STRATEGIC TR | Add 1% ($46.0K) | 1.03% | $5.3M | +43.91% | -4.97% | +5.99% | |
| DGRO - ISHARES TR | Add 7% ($356.1K) | 1.00% | $5.1M | +46.82% | -2.77% | +9.66% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(91.2K) | 0.97% | $5.0M | +33.88% | -5.70% | -7.79% | |
| IVE - ISHARES TR | Add 6% ($291.0K) | 0.97% | $4.9M | +42.85% | -3.27% | +13.55% | |
| NVDA - NVIDIA CORPORATION | Reduce 4% $(226.5K) | 0.95% | $4.8M | +685.53% | +26.41% | +219.23% | |
| QQQ - INVESCO QQQ TR | Add 7% ($277.7K) | 0.87% | $4.5M | +93.07% | +4.31% | +42.49% | |
| GOOGL - ALPHABET INC | Add 2% ($80.3K) | 0.86% | $4.4M | +198.21% | +7.35% | +49.00% | |
| BALT - INNOVATOR ETFS TR | 0.85% | $4.3M | +24.33% | +1.54% | +7.31% | ||
| XBOC - INNOVATOR ETFS TR | New Purchase | 0.84% | $4.3M | +36.07% | +2.12% | +16.51% | |
| SCHM - SCHWAB STRATEGIC TR | 0.80% | $4.1M | +35.85% | -8.36% | +6.02% | ||
| IEFA - ISHARES TR | Add 6% ($221.3K) | 0.79% | $4.1M | +50.28% | +2.05% | +7.47% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 9% $(420.3K) | 0.79% | $4.1M | +65.08% | -0.46% | +22.78% | |
| IJK - ISHARES TR | Add 1% ($39.1K) | 0.78% | $4.0M | +41.54% | -4.86% | +12.95% | |
| FQAL - FIDELITY COVINGTON TRUST | Add 9% ($320.3K) | 0.77% | $3.9M | +58.28% | -1.49% | +18.57% | |
| SCHA - SCHWAB STRATEGIC TR | Add 1% ($25.9K) | 0.76% | $3.9M | +36.16% | -10.19% | +4.81% | |
| IJR - ISHARES TR | Add 1% ($25.2K) | 0.75% | $3.9M | +24.99% | -12.27% | +1.79% | |
| IEUR - ISHARES TR | Add 7% ($235.6K) | 0.73% | $3.7M | +48.82% | +3.12% | +7.38% | |
| IJT - ISHARES TR | Add 1% ($35.8K) | 0.72% | $3.7M | +28.40% | -10.40% | +7.31% | |
| VLO - VALERO ENERGY CORP | Add 1% ($36.3K) | 0.71% | $3.7M | +102.85% | -17.75% | +12.17% | |
| JPM - JPMORGAN CHASE & CO | Reduce 4% $(157.4K) | 0.67% | $3.4M | +121.00% | -3.94% | +25.77% | |
| SCHD - SCHWAB STRATEGIC TR | Add 6% ($196.7K) | 0.65% | $3.3M | +33.81% | -8.16% | +3.11% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(18.8K) | 0.65% | $3.3M | +34.51% | +2.74% | +23.40% | |
| PEP - PEPSICO INC | Add 3% ($80.2K) | 0.64% | $3.3M | -0.24% | +11.48% | -1.62% | |
| PFE - PFIZER INC | Add 5% ($169.7K) | 0.64% | $3.3M | -23.07% | -12.78% | -34.32% | |
| IBB - ISHARES TR | New Purchase | 0.63% | $3.2M | +27.85% | -2.27% | +0.94% | |
| EPD - ENTERPRISE PRODS PARTNERS L | New Purchase | 0.61% | $3.1M | +79.68% | +0.46% | +9.23% | |
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($23.3K) | 0.56% | $2.9M | -37.67% | -6.18% | -18.26% | |
| AVGO - BROADCOM INC | 0.56% | $2.9M | +438.16% | +1.69% | +114.28% | ||
| CSCO - CISCO SYS INC | Add 1% ($26.8K) | 0.54% | $2.8M | +83.17% | -0.86% | +9.38% | |
| KMI - KINDER MORGAN INC DEL | Add 6% ($140.5K) | 0.52% | $2.7M | +111.65% | -6.24% | -2.86% | |
| ITOT - ISHARES TR | Add 3% ($76.2K) | 0.50% | $2.6M | +62.19% | -1.78% | +21.22% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(55.7K) | 0.49% | $2.5M | -39.22% | +1.34% | +8.32% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | New Purchase | 0.49% | $2.5M | -36.90% | -10.99% | +62.92% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.48% | $2.5M | +11.25% | +11.37% | +16.23% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.47% | $2.4M | +31.13% | -7.23% | +4.19% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.46% | $2.3M | +49.06% | -5.98% | +5.08% | |
| DTD - WISDOMTREE TR | New Purchase | 0.44% | $2.3M | +47.60% | -4.44% | +8.54% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | +209.49% | +25.38% | +151.50% | |
| XTJL - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| QTJL - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| XBJL - INNOVATOR ETFS TR | Reduce 100% | 0.00% | $0.00 | ||||
| PGX - INVESCO EXCH TRADED FD TR II | Reduce 100% | 0.00% | $0.00 | ||||
| IYE - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | +6.17% | -19.36% | -27.92% | |
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | +66.12% | -18.59% | -6.84% | |