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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2024-08-16 (Q2 2024) | Holdings: 1770 | Value: $977.5M | 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 899% ($39.3M) | 4.47% | $43.7M | +42.80% | +12.78% | +46.50% | |
| WIRE - ENCORE WIRE CORP COM | 2.69% | $26.3M | |||||
| AAPL - APPLE INC COM | 2.40% | $23.4M | +14.12% | +1.13% | +2.77% | ||
| IVV - ISHARES CORE S&P 500 ETF | Reduce 1% $(140.1K) | 2.12% | $20.7M | +20.86% | +6.39% | +17.47% | |
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 4% ($710.5K) | 1.87% | $18.3M | +17.17% | +7.26% | +22.01% | |
| MSFT - MICROSOFT CORP COM | Reduce 4% $(676.7K) | 1.78% | $17.4M | -9.82% | -0.76% | +24.15% | |
| IVW - ISHARES S&P 500 GROWTH ETF | 1.71% | $16.7M | +24.68% | +6.63% | +25.29% | ||
| XOM - EXXON MOBIL CORP COM | Add 24% ($3.2M) | 1.67% | $16.3M | +42.80% | +2.45% | -6.61% | |
| AMZN - AMAZON COM INC COM | Reduce 3% $(537.8K) | 1.60% | $15.6M | +18.09% | +13.54% | +30.31% | |
| IAU - ISHARES GOLD TRUST | Add 8% ($915.5K) | 1.24% | $12.1M | +86.95% | +4.78% | +33.59% | |
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 1% ($150.3K) | 1.17% | $11.5M | +10.55% | +2.74% | +7.26% | |
| AVGO - BROADCOM INC COM | Add 2% ($207.1K) | 1.16% | $11.3M | +94.08% | +0.82% | +87.58% | |
| CGUS - CAPITAL GROUP CORE EQUITY ETF | Add 23% ($1.8M) | 0.99% | $9.6M | +18.88% | +5.20% | +17.16% | |
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 7% ($585.7K) | 0.93% | $9.1M | +19.28% | +6.23% | +3.45% | |
| GOOGL - ALPHABET INC CAP STK CL A | Add 6% ($523.7K) | 0.93% | $9.1M | +80.22% | +6.20% | +23.72% | |
| QTJA - INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | 0.93% | $9.1M | +20.50% | +4.10% | +18.44% | ||
| QQQ - INVESCO QQQ TRUST SERIES I | 0.90% | $8.8M | +24.26% | +5.38% | +22.14% | ||
| JNJ - JOHNSON & JOHNSON COM | Add 78% ($3.7M) | 0.85% | $8.3M | +60.39% | -2.20% | +14.13% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Add 8% ($598.6K) | 0.85% | $8.3M | +24.02% | +6.81% | +12.54% | |
| ABBV - ABBVIE INC COM | Add 3% ($278.2K) | 0.84% | $8.2M | +13.56% | -13.34% | +10.63% | |
| PG - PROCTER AND GAMBLE CO COM | Reduce 3% $(219.3K) | 0.83% | $8.1M | -11.52% | +2.12% | -5.07% | |
| V - VISA INC COM CL A | Reduce 2% $(157.5K) | 0.83% | $8.1M | +13.73% | +16.95% | +29.07% | |
| JANJ - INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY | Reduce 1% $(95.6K) | 0.78% | $7.6M | +7.16% | +1.56% | +5.45% | |
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Add 4% ($259.6K) | 0.76% | $7.4M | +11.53% | +2.69% | +10.06% | |
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 7% ($466.2K) | 0.74% | $7.2M | +22.08% | +8.24% | +8.98% | |
| IVE - ISHARES S&P 500 VALUE ETF | Add 4% ($251.5K) | 0.73% | $7.1M | +14.87% | +5.89% | +7.85% | |
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 7% ($433.4K) | 0.71% | $6.9M | +21.22% | +8.04% | +10.49% | |
| META - META PLATFORMS INC CL A | Add 39% ($1.9M) | 0.69% | $6.8M | +9.66% | +5.33% | +46.15% | |
| MRK - MERCK & CO INC COM | 0.68% | $6.6M | +12.80% | -14.48% | -23.40% | ||
| SPY - SPDR S&P 500 ETF TRUST | Reduce 1% $(44.6K) | 0.68% | $6.6M | +20.71% | +6.35% | +17.41% | |
| BSTP - INNOVATOR BUFFER STEP-UP STRATEGY ETF | Add 11% ($613.3K) | 0.64% | $6.3M | +14.17% | +4.43% | +11.61% | |
| GOOG - ALPHABET INC CAP STK CL C | 0.64% | $6.3M | +77.57% | +6.01% | +22.92% | ||
| GFEB - FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | 0.64% | $6.3M | +15.32% | +3.20% | +11.09% | ||
| CVX - CHEVRON CORP NEW COM | Add 16% ($857.3K) | 0.64% | $6.2M | +45.45% | +11.23% | +9.98% | |
| FQAL - FIDELITY QUALITY FACTOR ETF | Add 2% ($126.1K) | 0.61% | $6.0M | +19.00% | +5.43% | +16.74% | |
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Add 2% ($102.0K) | 0.61% | $5.9M | +42.13% | +9.48% | +14.60% | |
| JPM - JPMORGAN CHASE & CO. COM | Add 1% ($59.1K) | 0.60% | $5.8M | +42.08% | +15.20% | +39.29% | |
| CGBL - CAPITAL GROUP CORE BALANCED ETF | Add 9% ($475.0K) | 0.57% | $5.6M | +18.25% | +3.73% | +14.16% | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 4% ($188.9K) | 0.56% | $5.5M | +14.32% | +7.09% | +3.42% | |
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | 0.54% | $5.3M | +15.58% | +5.34% | +5.64% | ||
| COST - COSTCO WHSL CORP NEW COM | Add 3% ($158.1K) | 0.54% | $5.2M | +17.51% | +5.76% | +13.07% | |
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | 0.53% | $5.2M | +25.07% | +6.63% | +23.07% | ||
| BOXX - ALPHA ARCHITECT 1-3 MONTH BOX ETF | New Purchase | 0.52% | $5.1M | +7.38% | +1.24% | +4.65% | |
| VZ - VERIZON COMMUNICATIONS INC COM | Add 8% ($364.0K) | 0.52% | $5.0M | +34.28% | +5.62% | +16.60% | |
| IEUR - ISHARES CORE MSCI EUROPE ETF | Add 8% ($372.3K) | 0.51% | $5.0M | +25.74% | -5.97% | +17.39% | |
| C - CITIGROUP INC COM NEW | Add 1% ($27.0K) | 0.50% | $4.9M | +95.32% | +13.19% | +57.91% | |
| TLT - ISHARES 20 YEAR TREASURY BOND ETF | New Purchase | 0.47% | $4.6M | -4.28% | -6.45% | -7.74% | |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | 0.47% | $4.6M | +20.65% | +5.01% | +11.55% | ||
| LLY - ELI LILLY & CO COM | Reduce 11% $(542.3K) | 0.46% | $4.5M | +2.56% | -21.01% | -23.72% | |
| ET - ENERGY TRANSFER L P COM UT LTD PTN | New Purchase | 0.45% | $4.4M | +28.77% | +9.02% | +13.50% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MASTERCARD INCORPORATED CL A | Reduce 100% | 0.00% | $0.00 | +13.78% | +11.37% | ||
| VLO - VALERO ENERGY CORP COM | Reduce 100% | 0.00% | $0.00 | -6.57% | -3.99% | ||