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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2024-02-15 (Q4 2023) | Holdings: 1699 | Value: $794.2M | 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 |
| WIRE - ENCORE WIRE CORP COM | 2.50% | $19.8M | +19.06% | ||||
| IVV - ISHARES CORE S&P 500 ETF | Add 2% ($369.7K) | 2.43% | $19.3M | +34.55% | +5.71% | +23.55% | |
| AAPL - APPLE INC COM | Reduce 1% $(272.8K) | 2.27% | $18.0M | +40.80% | +3.64% | +33.91% | |
| IAU - ISHARES GOLD TRUST | Reduce 3% $(412.7K) | 1.88% | $14.9M | +132.65% | +18.97% | +46.48% | |
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 4% ($614.5K) | 1.84% | $14.6M | +31.86% | +5.23% | +28.91% | |
| MSFT - MICROSOFT CORP COM | Reduce 2% $(220.4K) | 1.81% | $14.4M | -7.05% | +3.38% | +0.98% | |
| IVW - ISHARES S&P 500 GROWTH ETF | 1.79% | $14.3M | +41.69% | +5.66% | +31.10% | ||
| AMZN - AMAZON COM INC COM | 1.69% | $13.4M | +24.32% | +8.82% | +34.32% | ||
| NVDA - NVIDIA CORPORATION COM | Add 9% ($1.1M) | 1.65% | $13.1M | +139.54% | +27.35% | +88.18% | |
| XOM - EXXON MOBIL CORP COM | Add 9% ($1.1M) | 1.58% | $12.5M | +65.20% | +14.25% | +9.47% | |
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 8% ($645.1K) | 1.16% | $9.2M | +15.75% | +1.73% | +10.05% | |
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Add 8% ($635.5K) | 1.04% | $8.2M | +19.70% | +3.14% | +13.17% | |
| V - VISA INC COM CL A | Add 2% ($178.9K) | 1.02% | $8.1M | +8.67% | -0.21% | +27.92% | |
| ABBV - ABBVIE INC COM | Reduce 2% $(133.9K) | 0.99% | $7.8M | +26.47% | -6.22% | +14.99% | |
| PG - PROCTER AND GAMBLE CO COM | Add 1% ($51.9K) | 0.98% | $7.8M | -4.05% | +7.58% | +7.94% | |
| QQQ - INVESCO QQQ TRUST SERIES I | Reduce 2% $(176.9K) | 0.96% | $7.7M | +36.17% | +4.07% | +24.76% | |
| GOOGL - ALPHABET INC CAP STK CL A | Reduce 6% $(485.6K) | 0.95% | $7.6M | +108.56% | +21.81% | +28.99% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Add 7% ($483.9K) | 0.91% | $7.2M | +34.59% | +5.92% | +17.60% | |
| IVE - ISHARES S&P 500 VALUE ETF | Reduce 2% $(122.6K) | 0.85% | $6.7M | +24.59% | +5.54% | +13.89% | |
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | 0.84% | $6.7M | +29.37% | +4.66% | +13.06% | ||
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 6% ($338.5K) | 0.76% | $6.1M | +28.76% | +3.33% | +15.16% | |
| SPY - SPDR S&P 500 ETF TRUST | 0.74% | $5.8M | +34.32% | +5.71% | +23.45% | ||
| MRK - MERCK & CO INC COM | Add 2% ($86.8K) | 0.73% | $5.8M | +2.60% | +4.12% | -32.36% | |
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 3% ($181.7K) | 0.73% | $5.8M | +27.03% | +5.40% | +15.59% | |
| FQAL - FIDELITY QUALITY FACTOR ETF | Reduce 4% $(247.6K) | 0.70% | $5.5M | +33.21% | +5.38% | +23.75% | |
| AVGO - BROADCOM INC COM | Reduce 2% $(128.4K) | 0.68% | $5.4M | +156.02% | +12.64% | +83.96% | |
| QTJA - INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | Reduce 7% $(395.3K) | 0.68% | $5.4M | +30.50% | +4.34% | +18.79% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 7% ($343.2K) | 0.67% | $5.3M | +21.27% | +3.18% | +12.03% | |
| JNJ - JOHNSON & JOHNSON COM | Reduce 21% $(1.4M) | 0.67% | $5.3M | +64.64% | -1.48% | +2.15% | |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 1% ($38.0K) | 0.64% | $5.1M | +33.01% | +5.70% | +18.07% | |
| GOOG - ALPHABET INC CAP STK CL C | 0.64% | $5.1M | +105.86% | +21.65% | +29.30% | ||
| TIP - ISHARES TIPS BOND ETF | Reduce 34% $(2.6M) | 0.62% | $4.9M | +10.94% | +1.35% | +4.72% | |
| JPM - JPMORGAN CHASE & CO COM | Reduce 3% $(160.9K) | 0.60% | $4.8M | +71.21% | +13.39% | +59.43% | |
| CGUS - CAPITAL GROUP CORE EQUITY ETF | New Purchase | 0.60% | $4.7M | +32.84% | +6.29% | +22.78% | |
| ADBE - ADOBE INC COM | Reduce 2% $(114.5K) | 0.58% | $4.6M | -58.82% | -18.14% | -21.32% | |
| CVX - CHEVRON CORP NEW COM | Add 5% ($211.7K) | 0.57% | $4.6M | +39.62% | +4.73% | +4.86% | |
| VZ - VERIZON COMMUNICATIONS INC COM | 0.57% | $4.5M | +39.85% | +1.52% | +9.16% | ||
| IEUR - ISHARES CORE MSCI EUROPE ETF | 0.56% | $4.5M | +37.79% | +9.36% | +13.12% | ||
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Add 1% ($48.9K) | 0.56% | $4.4M | +22.85% | +7.20% | +12.70% | |
| TSLA - TESLA INC COM | Add 4% ($184.9K) | 0.55% | $4.3M | +78.46% | -13.47% | +75.25% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Add 1% ($45.4K) | 0.53% | $4.2M | +18.59% | +3.93% | +12.01% | |
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Reduce 2% $(76.6K) | 0.51% | $4.0M | +60.46% | +8.32% | +34.46% | |
| MA - MASTERCARD INCORPORATED CL A | Add 1% ($28.6K) | 0.50% | $4.0M | +5.26% | -3.09% | +20.60% | |
| IEFA - ISHARES CORE MSCI EAFE ETF | 0.50% | $4.0M | +38.71% | +6.96% | +11.89% | ||
| C - CITIGROUP INC COM NEW | New Purchase | 0.50% | $3.9M | +122.58% | +17.72% | +59.30% | |
| XTOC - INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | Add 9% ($300.8K) | 0.48% | $3.8M | +20.04% | +2.96% | +11.41% | |
| PEP - PEPSICO INC COM | Add 2% ($67.8K) | 0.47% | $3.8M | +1.68% | +10.34% | -11.06% | |
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | New Purchase | 0.46% | $3.6M | +39.22% | +5.11% | +26.46% | |
| VLO - VALERO ENERGY CORP COM | Reduce 2% $(55.5K) | 0.45% | $3.6M | +81.86% | +11.42% | +0.02% | |
| ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | New Purchase | 0.44% | $3.5M | +33.40% | +5.27% | +23.00% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | Reduce 100% | 0.00% | $0.00 | ||||
| COP - CONOCOPHILLIPS COM | Reduce 100% | 0.00% | $0.00 | -0.80% | +8.17% | ||
| META - META PLATFORMS INC CL A | Reduce 100% | 0.00% | $0.00 | +20.48% | -0.92% | ||
| XBJA - INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | Reduce 100% | 0.00% | $0.00 | ||||