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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2023-05-17 (Q1 2023) | Holdings: 1645 | Value: $621.8M | 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 COM | Reduce 1% $(154.6K) | 2.56% | $15.9M | +49.87% | +1.00% | +11.01% | |
| IVV - ISHARES CORE S&P 500 ETF | 2.40% | $15.0M | +64.67% | +5.58% | +29.74% | ||
| WIRE - ENCORE WIRE CORP COM | Reduce 2% $(274.2K) | 2.37% | $14.7M | -3.21% | +69.29% | ||
| IAU - ISHARES GOLD TRUST | Add 7% ($833.4K) | 2.03% | $12.6M | +136.72% | -3.69% | +23.53% | |
| MSFT - MICROSOFT CORP COM | Add 50% ($4.0M) | 1.91% | $11.9M | +21.28% | +0.83% | +36.29% | |
| IVW - ISHARES S&P 500 GROWTH ETF | Add 8% ($822.4K) | 1.78% | $11.1M | +78.62% | +6.24% | +34.07% | |
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 14% ($1.1M) | 1.42% | $8.8M | +75.82% | +7.52% | +41.17% | |
| AMZN - AMAZON COM INC COM | Add 13% ($1.0M) | 1.41% | $8.8M | +79.77% | +14.17% | +57.29% | |
| XOM - EXXON MOBIL CORP COM | Add 1% ($89.7K) | 1.28% | $8.0M | +68.76% | +6.11% | +17.50% | |
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 69% ($3.0M) | 1.20% | $7.5M | +22.07% | +1.60% | +7.47% | |
| V - VISA INC COM CL A | Reduce 4% $(331.3K) | 1.15% | $7.2M | +32.15% | +2.68% | +20.78% | |
| TIP - ISHARES TIPS BOND ETF | New Purchase | 1.14% | $7.1M | +10.58% | -2.34% | +0.89% | |
| ABBV - ABBVIE INC COM | Add 9% ($551.6K) | 1.11% | $6.9M | +61.72% | +6.45% | +20.08% | |
| NVDA - NVIDIA CORPORATION COM | Reduce 29% $(2.7M) | 1.03% | $6.4M | +483.84% | +42.40% | +211.77% | |
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | New Purchase | 1.03% | $6.4M | +31.32% | +1.88% | +13.24% | |
| QQQ - INVESCO QQQ TRUST | Add 13% ($685.0K) | 0.96% | $6.0M | +79.58% | +8.17% | +38.14% | |
| IVE - ISHARES S&P 500 VALUE ETF | Add 13% ($652.3K) | 0.93% | $5.8M | +47.07% | +4.78% | +24.29% | |
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 79% ($2.5M) | 0.92% | $5.7M | +46.69% | +6.22% | +18.20% | |
| JNJ - JOHNSON & JOHNSON COM | Reduce 5% $(286.1K) | 0.86% | $5.4M | +67.50% | +9.54% | -0.93% | |
| GOOGL - ALPHABET INC CAP STK CL A | Add 6% ($289.0K) | 0.86% | $5.3M | +146.56% | +5.38% | +46.28% | |
| CVX - CHEVRON CORP NEW COM | Add 16% ($729.1K) | 0.84% | $5.2M | +46.34% | +6.26% | +9.81% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | 0.83% | $5.2M | +52.55% | +4.26% | +19.85% | ||
| SPY - SPDR S&P 500 ETF TRUST | Add 17% ($713.8K) | 0.80% | $5.0M | +64.26% | +5.60% | +29.61% | |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Reduce 6% $(282.6K) | 0.77% | $4.8M | +51.63% | +4.20% | +20.27% | |
| QTJA - INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | New Purchase | 0.75% | $4.7M | +45.95% | +3.55% | +17.14% | |
| IEFA - ISHARES CORE MSCI EAFE ETF | Add 1% ($64.9K) | 0.72% | $4.4M | +48.15% | -2.68% | +14.68% | |
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 6% ($241.7K) | 0.71% | $4.4M | +47.58% | +5.14% | +22.63% | |
| VLO - VALERO ENERGY CORP COM | Add 10% ($398.4K) | 0.70% | $4.3M | +139.84% | +21.91% | +51.83% | |
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 6% ($251.2K) | 0.67% | $4.2M | +50.36% | +5.76% | +20.96% | |
| IEUR - ISHARES CORE MSCI EUROPE ETF | Add 2% ($96.0K) | 0.67% | $4.2M | +45.93% | -2.59% | +16.00% | |
| FQAL - FIDELITY QUALITY FACTOR ETF | Reduce 2% $(103.7K) | 0.65% | $4.0M | +59.98% | +5.60% | +26.87% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 2% ($71.0K) | 0.63% | $3.9M | +40.67% | +5.88% | +19.48% | |
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Reduce 8% $(337.1K) | 0.61% | $3.8M | +48.57% | +5.86% | +30.40% | |
| JPM - JPMORGAN CHASE & CO COM | Add 9% ($312.9K) | 0.58% | $3.6M | +126.97% | +8.48% | +45.20% | |
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Add 9% ($295.9K) | 0.58% | $3.6M | +75.36% | +3.77% | +18.54% | |
| XTOC - INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | Reduce 46% $(3.0M) | 0.57% | $3.6M | +39.56% | +3.95% | +19.81% | |
| AVGO - BROADCOM INC COM | Add 8% ($262.4K) | 0.57% | $3.5M | +398.97% | +26.56% | +119.82% | |
| PEP - PEPSICO INC COM | Add 7% ($237.6K) | 0.57% | $3.5M | -9.20% | -6.22% | -2.97% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Reduce 7% $(262.6K) | 0.55% | $3.4M | +40.92% | +6.02% | +23.95% | |
| XBJA - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | New Purchase | 0.55% | $3.4M | +32.25% | +3.23% | +14.90% | |
| MA - MASTERCARD INCORPORATED CL A | Reduce 4% $(125.4K) | 0.53% | $3.3M | +29.51% | +1.45% | +19.44% | |
| IBB - ISHARES BIOTECHNOLOGY ETF | Add 3% ($90.0K) | 0.51% | $3.2M | +32.40% | -2.80% | +6.91% | |
| XBOC - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | Reduce 30% $(1.4M) | 0.51% | $3.1M | +31.95% | +3.25% | +15.66% | |
| UPS - UNITED PARCEL SERVICE INC CL B | Reduce 1% $(29.0K) | 0.50% | $3.1M | -33.67% | +0.67% | -10.24% | |
| ADBE - ADOBE SYSTEMS INCORPORATED COM | Add 6% ($176.8K) | 0.48% | $3.0M | -31.96% | +42.33% | +35.77% | |
| TSLA - TESLA INC COM | New Purchase | 0.47% | $2.9M | +106.97% | +23.69% | +0.42% | |
| PFE - PFIZER INC COM | Add 11% ($283.3K) | 0.46% | $2.9M | -8.53% | +0.98% | -17.94% | |
| GOOG - ALPHABET INC CAP STK CL C | New Purchase | 0.45% | $2.8M | +144.22% | +5.39% | +46.81% | |
| ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 0.44% | $2.7M | +63.58% | +5.79% | +29.48% | ||
| PG - PROCTER AND GAMBLE CO COM | Add 13% ($298.4K) | 0.43% | $2.7M | +0.15% | +0.12% | +11.93% | |
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | +35.59% | +21.19% | +6.20% | |
| COP - CONOCOPHILLIPS | Reduce 100% | 0.00% | $0.00 | +13.44% | +18.27% | +24.80% | |
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | +89.01% | +8.19% | +29.38% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | +29.54% | +3.82% | +8.95% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | +36.54% | -6.21% | +19.69% | |
| DTD - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||