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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2023-12-11 (Q3 2023) | Holdings: 1768 | Value: $722.6M | 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 CORE S&P 500 ETF | Add 4% ($583.2K) | 2.35% | $17.0M | +46.85% | +12.44% | +32.81% | |
| WIRE - ENCORE WIRE CORP COM | Add 4% ($709.2K) | 2.34% | $16.9M | +11.85% | |||
| AAPL - APPLE INC COM | Reduce 4% $(680.0K) | 2.25% | $16.3M | +33.92% | -10.17% | +29.05% | |
| IAU - ISHARES GOLD TRUST | Reduce 11% $(1.6M) | 1.90% | $13.8M | +134.26% | +8.71% | +34.71% | |
| XOM - EXXON MOBIL CORP COM | Add 60% ($5.1M) | 1.87% | $13.5M | +75.74% | +10.79% | +17.18% | |
| IVW - ISHARES S&P 500 GROWTH ETF | Add 5% ($657.9K) | 1.80% | $13.0M | +58.96% | +15.26% | +43.46% | |
| MSFT - MICROSOFT CORP COM | Reduce 2% $(311.3K) | 1.70% | $12.3M | +2.44% | +12.19% | +22.13% | |
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 14% ($1.5M) | 1.69% | $12.2M | +48.22% | +15.11% | +43.70% | |
| AMZN - AMAZON COM INC COM | Add 2% ($250.3K) | 1.56% | $11.3M | +44.15% | +20.53% | +57.35% | |
| NVDA - NVIDIA CORPORATION COM | 1.47% | $10.6M | +285.48% | +99.62% | +198.35% | ||
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 5% ($405.3K) | 1.15% | $8.3M | +17.74% | +2.42% | +10.54% | |
| PG - PROCTER AND GAMBLE CO COM | Add 151% ($4.6M) | 1.07% | $7.7M | +3.95% | +11.72% | +20.05% | |
| ABBV - ABBVIE INC COM | Add 25% ($1.5M) | 1.06% | $7.7M | +48.85% | +20.38% | +18.32% | |
| GOOGL - ALPHABET INC CAP STK CL A | Add 2% ($183.6K) | 1.04% | $7.5M | +126.25% | +5.08% | +46.16% | |
| TIP - ISHARES TIPS BOND ETF | 1.00% | $7.2M | +11.85% | +1.94% | +5.25% | ||
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Add 3% ($223.3K) | 1.00% | $7.2M | +24.74% | +5.35% | +16.48% | |
| V - VISA INC COM CL A | Reduce 1% $(96.6K) | 0.97% | $7.0M | +18.88% | +10.55% | +23.06% | |
| QQQ - INVESCO QQQ TRUST SERIES I | Reduce 1% $(42.6K) | 0.95% | $6.9M | +50.09% | +12.44% | +34.02% | |
| JNJ - JOHNSON & JOHNSON COM | Add 7% ($414.0K) | 0.93% | $6.7M | +67.60% | +5.79% | -2.66% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Add 15% ($800.3K) | 0.86% | $6.2M | +42.81% | +9.81% | +22.01% | |
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 3% ($189.0K) | 0.86% | $6.2M | +35.95% | +7.80% | +19.70% | |
| IVE - ISHARES S&P 500 VALUE ETF | 0.84% | $6.1M | +31.81% | +9.28% | +20.34% | ||
| QTJA - INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | Reduce 1% $(43.8K) | 0.78% | $5.7M | +36.50% | +6.08% | +18.73% | |
| MRK - MERCK & CO INC COM | New Purchase | 0.75% | $5.4M | +25.13% | +18.25% | -0.52% | |
| SPY - SPDR S&P 500 ETF TRUST | Reduce 1% $(53.9K) | 0.73% | $5.3M | +46.57% | +12.40% | +32.68% | |
| FQAL - FIDELITY QUALITY FACTOR ETF | 0.72% | $5.2M | +42.38% | +9.92% | +29.72% | ||
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 12% ($529.8K) | 0.70% | $5.0M | +38.21% | +8.75% | +25.92% | |
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 7% ($310.9K) | 0.70% | $5.0M | +36.30% | +11.07% | +24.29% | |
| CVX - CHEVRON CORP NEW COM | Reduce 6% $(335.5K) | 0.68% | $4.9M | +53.17% | +7.25% | +12.72% | |
| GOOG - ALPHABET INC CAP STK CL C | Add 9% ($396.6K) | 0.65% | $4.7M | +122.76% | +4.76% | +45.81% | |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 4% ($173.9K) | 0.64% | $4.6M | +41.55% | +9.46% | +23.05% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 8% ($309.1K) | 0.60% | $4.3M | +29.53% | +6.71% | +24.44% | |
| EPD - ENTERPRISE PRODS PARTNERS L P COM | 0.59% | $4.3M | +68.28% | +11.04% | +33.32% | ||
| JPM - JPMORGAN CHASE & CO COM | Add 5% ($195.1K) | 0.58% | $4.2M | +94.32% | +19.96% | +55.31% | |
| TSLA - TESLA INC COM | Add 19% ($658.1K) | 0.58% | $4.2M | +51.16% | -25.58% | +75.27% | |
| AVGO - BROADCOM INC COM | Reduce 1% $(42.4K) | 0.57% | $4.1M | +215.01% | +26.25% | +78.45% | |
| ADBE - ADOBE INC COM | Add 1% ($35.2K) | 0.56% | $4.0M | -61.19% | -7.46% | -24.16% | |
| IEUR - ISHARES CORE MSCI EUROPE ETF | 0.55% | $4.0M | +43.24% | +9.31% | +9.11% | ||
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Add 2% ($60.2K) | 0.55% | $4.0M | +36.65% | +17.10% | +28.74% | |
| VLO - VALERO ENERGY CORP COM | Reduce 5% $(206.3K) | 0.54% | $3.9M | +112.84% | +24.00% | +8.96% | |
| VZ - VERIZON COMMUNICATIONS INC COM | New Purchase | 0.54% | $3.9M | +52.50% | +8.62% | +19.47% | |
| PEP - PEPSICO INC COM | 0.51% | $3.7M | +0.43% | -2.06% | -3.13% | ||
| MA - MASTERCARD INCORPORATED CL A | Add 1% ($29.3K) | 0.51% | $3.7M | +19.88% | +13.58% | +28.41% | |
| IEFA - ISHARES CORE MSCI EAFE ETF | Reduce 1% $(25.7K) | 0.50% | $3.6M | +45.64% | +9.64% | +11.40% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Add 2% ($67.0K) | 0.50% | $3.6M | +29.09% | +8.64% | +25.85% | |
| XBJA - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | Reduce 6% $(211.6K) | 0.49% | $3.5M | +22.42% | +3.98% | +11.65% | |
| COP - CONOCOPHILLIPS COM | Add 1% ($43.7K) | 0.47% | $3.4M | +26.30% | +4.58% | -6.35% | |
| META - META PLATFORMS INC CL A | Add 4% ($113.5K) | 0.46% | $3.3M | +78.36% | +54.12% | +94.91% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | New Purchase | 0.45% | $3.3M | +33.38% | +13.15% | +28.14% | |
| XTOC - INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | Reduce 2% $(61.3K) | 0.45% | $3.3M | +24.43% | +4.93% | +13.40% | |
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | Reduce 100% | 0.00% | $0.00 | ||||
| XBOC - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | Reduce 100% | 0.00% | $0.00 | ||||
| ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | Reduce 100% | 0.00% | $0.00 | ||||