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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2023-08-15 (Q2 2023) | Holdings: 1693 | Value: $695.3M | 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 | Add 1% ($195.9K) | 2.76% | $19.2M | +46.17% | +7.24% | +28.27% | |
| IVV - ISHARES CORE S&P 500 ETF | Add 4% ($585.2K) | 2.45% | $17.0M | +53.81% | +2.15% | +27.18% | |
| WIRE - ENCORE WIRE CORP COM | Add 10% ($1.5M) | 2.38% | $16.5M | +15.94% | |||
| IAU - ISHARES GOLD TRUST | Add 31% ($3.8M) | 2.30% | $16.0M | +143.94% | +4.02% | +31.48% | |
| MSFT - MICROSOFT CORP COM | Reduce 5% $(659.6K) | 1.95% | $13.6M | +18.66% | +17.50% | +31.42% | |
| IVW - ISHARES S&P 500 GROWTH ETF | Add 3% ($366.4K) | 1.83% | $12.8M | +65.96% | +2.91% | +33.04% | |
| AMZN - AMAZON COM INC COM | Add 1% ($100.0K) | 1.62% | $11.3M | +52.90% | +4.11% | +29.06% | |
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 7% ($773.3K) | 1.60% | $11.1M | +60.28% | +6.13% | +36.58% | |
| NVDA - NVIDIA CORPORATION COM | Add 5% ($447.1K) | 1.49% | $10.3M | +298.76% | +11.15% | +179.91% | |
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 4% ($276.4K) | 1.14% | $8.0M | +19.76% | +1.04% | +8.29% | |
| XOM - EXXON MOBIL CORP COM | Reduce 2% $(119.0K) | 1.11% | $7.7M | +61.62% | -4.51% | +12.96% | |
| TIP - ISHARES TIPS BOND ETF | Add 8% ($526.4K) | 1.08% | $7.5M | +13.07% | +0.07% | +6.28% | |
| V - VISA INC COM CL A | Reduce 4% $(339.4K) | 1.05% | $7.3M | +29.60% | +5.31% | +13.93% | |
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Add 6% ($383.0K) | 1.03% | $7.1M | +27.54% | +0.83% | +13.88% | |
| QQQ - INVESCO QQQ TRUST SERIES I | Add 1% ($100.1K) | 1.02% | $7.1M | +62.50% | +5.64% | +30.73% | |
| GOOGL - ALPHABET INC CAP STK CL A | Add 6% ($381.4K) | 0.97% | $6.7M | +131.71% | +6.39% | +26.77% | |
| JNJ - JOHNSON & JOHNSON COM | Add 16% ($909.2K) | 0.96% | $6.7M | +52.88% | -12.37% | -4.72% | |
| IVE - ISHARES S&P 500 VALUE ETF | Add 2% ($137.3K) | 0.91% | $6.3M | +38.26% | +1.11% | +20.20% | |
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 7% ($419.5K) | 0.89% | $6.2M | +38.11% | -2.91% | +15.69% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Add 5% ($267.9K) | 0.81% | $5.6M | +45.25% | -2.16% | +17.13% | |
| QTJA - INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | Add 11% ($571.8K) | 0.81% | $5.6M | +40.57% | +2.73% | +16.60% | |
| ABBV - ABBVIE INC COM | Reduce 5% $(316.1K) | 0.80% | $5.5M | +49.49% | -8.47% | +31.98% | |
| SPY - SPDR S&P 500 ETF TRUST | Add 1% ($37.7K) | 0.80% | $5.5M | +53.46% | +2.12% | +27.03% | |
| FQAL - FIDELITY QUALITY FACTOR ETF | Add 23% ($998.9K) | 0.77% | $5.4M | +49.93% | +2.60% | +25.95% | |
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 6% ($272.3K) | 0.71% | $4.9M | +38.17% | -4.08% | +13.83% | |
| CVX - CHEVRON CORP NEW COM | Reduce 3% $(148.9K) | 0.71% | $4.9M | +39.37% | -9.90% | -4.42% | |
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 7% ($307.4K) | 0.68% | $4.8M | +39.84% | -5.12% | +14.36% | |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Reduce 7% $(343.2K) | 0.67% | $4.6M | +44.73% | -1.33% | +19.90% | |
| AVGO - BROADCOM INC COM | Reduce 10% $(491.8K) | 0.62% | $4.3M | +284.04% | +13.80% | +98.91% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 3% ($116.4K) | 0.61% | $4.3M | +30.80% | -4.66% | +14.30% | |
| IEUR - ISHARES CORE MSCI EUROPE ETF | Add 1% ($23.0K) | 0.61% | $4.2M | +47.58% | -0.77% | +16.81% | |
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Add 11% ($423.9K) | 0.59% | $4.1M | +68.80% | -0.23% | +18.28% | |
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Add 1% ($60.1K) | 0.59% | $4.1M | +37.96% | -3.45% | +19.13% | |
| JPM - JPMORGAN CHASE & CO COM | Reduce 1% $(42.0K) | 0.58% | $4.0M | +106.97% | +1.31% | +45.65% | |
| PEP - PEPSICO INC COM | Add 12% ($422.1K) | 0.58% | $4.0M | -5.00% | -7.00% | -2.04% | |
| GOOG - ALPHABET INC CAP STK CL C | Add 18% ($598.3K) | 0.57% | $4.0M | +129.64% | +7.29% | +27.57% | |
| IEFA - ISHARES CORE MSCI EAFE ETF | Reduce 15% $(661.1K) | 0.55% | $3.9M | +50.33% | -0.09% | +16.60% | |
| ADBE - ADOBE SYSTEMS INCORPORATED COM | Reduce 1% $(26.9K) | 0.55% | $3.8M | -53.09% | +16.27% | +6.88% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Add 2% ($68.4K) | 0.54% | $3.7M | +30.89% | -3.42% | +17.93% | |
| XBJA - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | Add 2% ($69.6K) | 0.53% | $3.7M | +27.45% | +3.02% | +13.18% | |
| TSLA - TESLA INC COM | Reduce 7% $(259.4K) | 0.53% | $3.7M | +58.14% | +2.44% | -5.22% | |
| MA - MASTERCARD INCORPORATED CL A | Add 1% ($34.6K) | 0.52% | $3.6M | +27.24% | +1.08% | +19.88% | |
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | New Purchase | 0.50% | $3.5M | +64.22% | +4.44% | +31.23% | |
| VLO - VALERO ENERGY CORP COM | Reduce 8% $(294.2K) | 0.49% | $3.4M | +99.85% | -6.53% | +17.31% | |
| XTOC - INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | Reduce 14% $(543.9K) | 0.47% | $3.3M | +34.35% | +5.88% | +17.28% | |
| PG - PROCTER AND GAMBLE CO COM | Add 16% ($438.7K) | 0.46% | $3.2M | -1.41% | -0.62% | +11.23% | |
| XBOC - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | Reduce 5% $(168.8K) | 0.45% | $3.1M | +27.82% | +4.86% | +13.88% | |
| ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | Add 4% ($116.1K) | 0.45% | $3.1M | +52.48% | +1.48% | +25.96% | |
| META - META PLATFORMS INC CL A | New Purchase | 0.44% | $3.1M | +92.86% | +11.32% | +76.05% | |
| COP - CONOCOPHILLIPS COM | New Purchase | 0.42% | $2.9M | +22.08% | -2.27% | -0.95% | |
| IBB - ISHARES BIOTECHNOLOGY ETF | Reduce 100% | 0.00% | $0.00 | ||||
| PFE - PFIZER INC COM | Reduce 100% | 0.00% | $0.00 | -19.79% | -14.14% | -14.71% | |
| UPS - UNITED PARCEL SERVICE INC CL B | Reduce 100% | 0.00% | $0.00 | -16.37% | -13.64% | -22.07% | |