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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2024-04-15 (Q1 2024) | Holdings: 1736 | Value: $896.4M | 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 |
| NVDA - NVIDIA CORPORATION COM | Add 34% ($8.0M) | 3.57% | $32.0M | +105.35% | +46.21% | +20.93% | |
| WIRE - ENCORE WIRE CORP COM | Reduce 2% $(525.6K) | 2.66% | $23.9M | ||||
| IVV - ISHARES CORE S&P 500 ETF | Reduce 5% $(1.2M) | 2.24% | $20.0M | +33.27% | +12.28% | +5.51% | |
| AAPL - APPLE INC COM | Add 18% ($2.9M) | 2.12% | $19.0M | +50.36% | +36.91% | +13.65% | |
| MSFT - MICROSOFT CORP COM | Add 6% ($899.5K) | 1.90% | $17.0M | -8.53% | +8.63% | -9.68% | |
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Reduce 1% $(156.7K) | 1.80% | $16.1M | +31.39% | +15.89% | +5.90% | |
| IVW - ISHARES S&P 500 GROWTH ETF | Reduce 5% $(778.8K) | 1.70% | $15.2M | +40.40% | +16.65% | +7.77% | |
| AMZN - AMAZON COM INC COM | Reduce 5% $(845.4K) | 1.68% | $15.1M | +14.46% | +5.32% | -4.88% | |
| XOM - EXXON MOBIL CORP COM | Reduce 9% $(1.3M) | 1.48% | $13.3M | +43.72% | -2.15% | -9.91% | |
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 17% ($1.6M) | 1.23% | $11.0M | +15.51% | +4.48% | +6.75% | |
| IAU - ISHARES GOLD TRUST | Reduce 33% $(5.4M) | 1.20% | $10.7M | +95.47% | +3.71% | +39.88% | |
| AVGO - BROADCOM INC COM | Add 43% ($2.8M) | 1.02% | $9.2M | +144.02% | +29.17% | +34.37% | |
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 25% ($1.8M) | 0.99% | $8.9M | +29.39% | +7.46% | +2.44% | |
| V - VISA INC COM CL A | Add 1% ($73.4K) | 0.98% | $8.8M | +12.85% | -0.29% | +23.38% | |
| QTJA - INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | Add 51% ($2.9M) | 0.96% | $8.6M | +30.34% | +8.54% | +0.32% | |
| ABBV - ABBVIE INC COM | Reduce 8% $(765.6K) | 0.94% | $8.4M | +36.66% | +5.29% | +9.70% | |
| QQQ - INVESCO QQQ TRUST SERIES I | Reduce 1% $(87.9K) | 0.92% | $8.2M | +37.25% | +15.37% | +3.71% | |
| PG - PROCTER AND GAMBLE CO COM | Reduce 5% $(450.2K) | 0.91% | $8.2M | -3.32% | +7.81% | +9.40% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Add 1% ($48.2K) | 0.88% | $7.9M | +32.91% | +7.40% | +4.87% | |
| JANJ - INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY | New Purchase | 0.86% | $7.7M | +9.89% | +2.14% | +2.49% | |
| CGUS - CAPITAL GROUP CORE EQUITY ETF | Add 45% ($2.3M) | 0.84% | $7.6M | +30.81% | +10.93% | +5.33% | |
| GOOGL - ALPHABET INC CAP STK CL A | Reduce 13% $(1.0M) | 0.80% | $7.1M | +93.41% | +19.42% | -0.08% | |
| MRK - MERCK & CO INC COM | 0.79% | $7.1M | +1.91% | -0.29% | -37.80% | ||
| IVE - ISHARES S&P 500 VALUE ETF | Reduce 3% $(190.0K) | 0.78% | $7.0M | +23.52% | +6.88% | +1.49% | |
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 11% ($683.0K) | 0.78% | $7.0M | +32.97% | +13.47% | -3.63% | |
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Reduce 20% $(1.7M) | 0.77% | $6.9M | +19.04% | +6.35% | +3.47% | |
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 9% ($564.3K) | 0.76% | $6.8M | +26.76% | +7.85% | -3.30% | |
| SPY - SPDR S&P 500 ETF TRUST | 0.71% | $6.4M | +33.04% | +12.23% | +5.43% | ||
| GFEB - FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | New Purchase | 0.68% | $6.1M | +22.27% | +6.05% | +4.73% | |
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Add 31% ($1.4M) | 0.66% | $5.9M | +50.87% | +5.40% | +14.12% | |
| JPM - JPMORGAN CHASE & CO COM | Add 1% ($66.5K) | 0.64% | $5.7M | +67.16% | +17.44% | +28.45% | |
| FQAL - FIDELITY QUALITY FACTOR ETF | Reduce 6% $(344.2K) | 0.63% | $5.7M | +32.49% | +12.53% | +9.05% | |
| BSTP - INNOVATOR BUFFER STEP-UP STRATEGY ETF | New Purchase | 0.61% | $5.5M | +22.54% | +8.20% | +4.52% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | 0.61% | $5.5M | +26.19% | +14.03% | -5.44% | ||
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Add 7% ($358.7K) | 0.61% | $5.5M | +19.79% | +8.62% | -8.06% | |
| CVX - CHEVRON CORP NEW COM | Add 12% ($587.3K) | 0.60% | $5.4M | +37.90% | +1.31% | -10.22% | |
| GOOG - ALPHABET INC CAP STK CL C | Reduce 4% $(223.8K) | 0.58% | $5.2M | +90.75% | +19.32% | +0.38% | |
| JNJ - JOHNSON & JOHNSON COM | Reduce 6% $(318.8K) | 0.56% | $5.1M | +77.80% | +4.98% | +9.54% | |
| CGBL - CAPITAL GROUP CORE BALANCED ETF | New Purchase | 0.56% | $5.0M | +27.20% | +8.95% | +7.89% | |
| C - CITIGROUP INC COM NEW | 0.54% | $4.9M | +110.26% | +16.63% | +10.42% | ||
| VZ - VERIZON COMMUNICATIONS INC COM | Reduce 5% $(259.1K) | 0.53% | $4.8M | +38.23% | +5.03% | +16.05% | |
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | Add 20% ($793.5K) | 0.53% | $4.8M | +39.62% | +17.02% | +3.50% | |
| META - META PLATFORMS INC CL A | New Purchase | 0.52% | $4.7M | +16.11% | -1.57% | +1.21% | |
| IEUR - ISHARES CORE MSCI EUROPE ETF | Reduce 1% $(28.6K) | 0.52% | $4.7M | +36.37% | +8.16% | +10.62% | |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Reduce 16% $(869.8K) | 0.51% | $4.6M | +32.15% | +8.63% | +6.57% | |
| VLO - VALERO ENERGY CORP COM | Reduce 1% $(63.8K) | 0.51% | $4.6M | +51.65% | -12.16% | -35.34% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Add 3% ($110.2K) | 0.50% | $4.5M | +22.02% | +14.78% | -4.87% | |
| MA - MASTERCARD INCORPORATED CL A | Reduce 3% $(125.2K) | 0.49% | $4.4M | +8.35% | -3.44% | +12.27% | |
| COST - COSTCO WHSL CORP NEW COM | New Purchase | 0.49% | $4.4M | +42.85% | +18.63% | +35.47% | |
| LLY - ELI LILLY & CO COM | New Purchase | 0.48% | $4.3M | +26.20% | +25.48% | -1.60% | |
| ADBE - ADOBE INC COM | Reduce 100% | 0.00% | $0.00 | +9.77% | +20.54% | ||
| XTOC - INNOVATOR U.S. EQUITY ACCELERATED PLUS 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 | ||||
| TIP - ISHARES TIPS BOND ETF | Reduce 100% | 0.00% | $0.00 | ||||
| IEFA - ISHARES CORE MSCI EAFE ETF | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC COM | Reduce 100% | 0.00% | $0.00 | -0.62% | -0.58% | ||
| TSLA - TESLA INC COM | Reduce 100% | 0.00% | $0.00 | +120.21% | +63.68% | ||