10,000+ stock pitches from top investors available on joinyellowbrick.com
Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2025-04-24 (Q1 2025) | Holdings: 1795 | Value: $1.1B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| XOM - FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | Add 58% ($55.7M) | 13.52% | $151.4M | +53.70% | +3.03% | ||
| NVDA - VEEVA SYS INC CL A COM | Reduce 2% $(778.5K) | 3.33% | $37.2M | +66.06% | +62.39% | ||
| MSFT - MICROSOFT CORP COM | Reduce 1% $(381.4K) | 2.33% | $26.0M | -2.76% | +32.99% | ||
| AAPL - APPLE INC COM | Reduce 1% $(309.2K) | 2.32% | $26.0M | +24.55% | +3.78% | ||
| IAU - ISHARES GOLD TRUST | Add 48% ($7.2M) | 1.97% | $22.0M | +42.39% | +1.86% | ||
| AMZN - AMAZON COM INC COM | Reduce 3% $(454.0K) | 1.51% | $16.9M | +11.81% | +23.36% | ||
| IVW - ISHARES S&P 500 GROWTH ETF | Reduce 1% $(226.2K) | 1.48% | $16.6M | +23.78% | +22.54% | ||
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Reduce 2% $(316.4K) | 1.47% | $16.5M | +18.45% | +21.25% | ||
| IVV - ISHARES CORE S&P 500 ETF | Reduce 22% $(4.5M) | 1.43% | $16.1M | +21.47% | +16.91% | ||
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 16% ($1.9M) | 1.24% | $13.9M | +23.75% | +7.56% | ||
| BALT - LENNAR CORP CL A | Reduce 1% $(190.6K) | 1.16% | $13.0M | ||||
| QQQ - INVESCO QQQ TRUST SERIES I | Add 8% ($947.7K) | 1.15% | $12.9M | +25.88% | +21.42% | ||
| BOXX - ALPHA ARCHITECT 1-3 MONTH BOX ETF | Add 88% ($5.8M) | 1.11% | $12.4M | +3.96% | +1.03% | ||
| AVGO - BAIDU INC SPON ADR REP A | Reduce 7% $(818.7K) | 1.02% | $11.4M | ||||
| PG - PROCTER AND GAMBLE CO COM | Reduce 5% $(542.6K) | 0.99% | $11.1M | -8.60% | -0.31% | ||
| PSTP - LANDSTAR SYS INC COM | Add 22% ($1.8M) | 0.90% | $10.0M | +12.72% | +10.42% | ||
| TSLA - CVS HEALTH CORP COM | Add 2% ($173.1K) | 0.83% | $9.3M | +37.79% | +20.78% | ||
| SPY - ADVANSIX INC COM | Add 12% ($900.1K) | 0.77% | $8.7M | ||||
| BSTP - LANTHEUS HLDGS INC COM | Add 17% ($1.2M) | 0.77% | $8.6M | +13.85% | +10.44% | ||
| ABBV - ABBVIE INC COM | Reduce 13% $(1.3M) | 0.76% | $8.5M | +14.30% | +2.57% | ||
| IVE - ISHARES S&P 500 VALUE ETF | Reduce 9% $(803.5K) | 0.74% | $8.3M | +18.67% | +10.94% | ||
| META - FIDELITY CLEAN ENERGY ETF | Reduce 4% $(338.3K) | 0.70% | $7.9M | +5.39% | +30.44% | ||
| V - EBAY INC. COM | Reduce 3% $(229.2K) | 0.70% | $7.9M | ||||
| CGUS - ISHARES TOTAL RETURN ACTIVE ETF | Reduce 3% $(259.9K) | 0.70% | $7.8M | +20.04% | +18.48% | ||
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Add 3% ($241.8K) | 0.67% | $7.5M | +28.56% | +2.58% | ||
| IEFA - PAMPA ENERGIA S A SPONS ADR LVL I | Add 1% ($56.1K) | 0.65% | $7.3M | +22.15% | +11.12% | ||
| CGMS - BOOZ ALLEN HAMILTON HLDG CORP CL A | Add 12% ($746.9K) | 0.64% | $7.2M | +7.18% | +3.65% | ||
| MRK - VTV THERAPEUTICS INC CL A NEW | Add 1% ($58.1K) | 0.64% | $7.1M | +56.24% | +6.72% | ||
| JNJ - JOHNSON & JOHNSON COM | Reduce 26% $(2.4M) | 0.61% | $6.9M | +61.88% | +9.99% | ||
| GOOGL - ALPHABET INC CAP STK CL A | Reduce 11% $(814.0K) | 0.61% | $6.8M | ||||
| COST - CLOROX CO DEL COM | Add 2% ($144.7K) | 0.60% | $6.7M | +4.78% | -3.83% | ||
| PLTR - WESBANCO INC COM | Add 23% ($1.2M) | 0.58% | $6.5M | +37.40% | +46.97% | ||
| FQAL - FIDELITY QUALITY FACTOR ETF | Add 2% ($113.5K) | 0.58% | $6.5M | +18.29% | +14.41% | ||
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Reduce 2% $(143.3K) | 0.58% | $6.5M | ||||
| SCHM - SCHWAB U.S. MID-CAP ETF | Reduce 1% $(81.9K) | 0.57% | $6.4M | +25.66% | +15.25% | ||
| JPM - SMUCKER J M CO COM NEW | Reduce 13% $(928.0K) | 0.56% | $6.3M | ||||
| KO - COCA COLA CO COM | 0.56% | $6.2M | +8.66% | -4.11% | |||
| IJR - ISHARES CORE S&P SMALL CAP ETF | Reduce 2% $(133.4K) | 0.48% | $5.4M | +28.28% | +14.33% | ||
| HDV - OLD DOMINION FREIGHT LINE INC COM | New Purchase | 0.48% | $5.4M | +21.55% | +6.16% | ||
| GOOG - ALPHABET INC CAP STK CL C | Reduce 4% $(207.3K) | 0.48% | $5.3M | ||||
| SDY - ADAMS DIVERSIFIED EQUITY FD COM | Add 2% ($127.4K) | 0.48% | $5.3M | ||||
| JANJ - ISHARES RUSSELL TOP 200 GROWTH ETF | Reduce 6% $(337.7K) | 0.46% | $5.2M | +5.37% | +3.31% | ||
| IUSV - ISHARES CORE S&P US VALUE ETF | Add 7% ($317.4K) | 0.46% | $5.1M | +18.73% | +10.96% | ||
| DGRO - PUBLIC SVC ENTERPRISE GRP INC COM | Reduce 1% $(33.6K) | 0.45% | $5.0M | +21.14% | +11.48% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | New Purchase | 0.44% | $5.0M | -10.23% | -8.97% | ||
| CGBL - BOSTON SCIENTIFIC CORP COM | 0.43% | $4.8M | |||||
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Add 2% ($93.1K) | 0.43% | $4.8M | +25.31% | +15.82% | ||
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | New Purchase | 0.42% | $4.7M | +22.63% | +11.75% | ||
| MO - ALTRIA GROUP INC COM | New Purchase | 0.41% | $4.6M | +19.81% | +3.62% | ||
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Reduce 3% $(154.3K) | 0.39% | $4.3M | +23.71% | +13.67% | ||
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | Reduce 100% | 0.00% | $0.00 | ||||
| EUSA - ISHARES MSCI USA EQUAL WEIGHTED ETF | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW COM | Reduce 100% | 0.00% | $0.00 | ||||
| NVDY - YIELDMAX NVDA OPTION INCOME STRATEGY ETF | Reduce 100% | 0.00% | $0.00 | ||||