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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2025-08-14 (Q2 2025) | Holdings: 1805 | 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.
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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 |
| XOM - EXXON MOBIL CORP COM | Reduce 37% $(50.3M) | 7.64% | $86.6M | +53.66% | +11.79% | ||
| NVDA - NVIDIA CORPORATION COM | Add 2% ($964.6K) | 4.16% | $47.1M | -2.45% | +2.60% | ||
| MSFT - MICROSOFT CORP COM | Add 1% ($419.8K) | 2.62% | $29.7M | -28.15% | -2.76% | ||
| AAPL - APPLE INC COM | Add 1% ($348.6K) | 2.62% | $29.6M | +9.58% | +14.41% | ||
| IVV - ISHARES CORE S&P 500 ETF | Add 28% ($4.7M) | 1.90% | $21.5M | +2.44% | +3.36% | ||
| AMZN - AMAZON COM INC COM | Add 3% ($545.4K) | 1.77% | $20.1M | -9.81% | +0.12% | ||
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 2% ($341.9K) | 1.65% | $18.7M | -4.30% | +3.79% | ||
| IVW - ISHARES S&P 500 GROWTH ETF | Add 1% ($250.7K) | 1.62% | $18.4M | -0.77% | +3.71% | ||
| AVGO - BROADCOM INC COM | Add 7% ($1.1M) | 1.49% | $16.9M | ||||
| TSLA - TESLA INC COM | Reduce 2% $(269.8K) | 1.26% | $14.2M | +6.79% | +21.11% | ||
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 1% ($190.8K) | 1.17% | $13.3M | ||||
| QQQ - INVESCO QQQ TRUST SERIES I | Reduce 7% $(1.0M) | 1.15% | $13.1M | +1.27% | +4.24% | ||
| IAU - ISHARES GOLD TRUST | Reduce 32% $(6.0M) | 1.10% | $12.5M | +39.74% | +20.94% | ||
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Reduce 14% $(1.9M) | 1.03% | $11.7M | +14.84% | -0.41% | ||
| PG - PROCTER AND GAMBLE CO COM | Add 5% ($533.8K) | 1.01% | $11.5M | -6.04% | -4.94% | ||
| GOOGL - ALPHABET INC CAP STK CL A | Add 11% ($958.6K) | 0.82% | $9.3M | ||||
| IVE - ISHARES S&P 500 VALUE ETF | Add 10% ($804.6K) | 0.80% | $9.1M | +5.90% | +2.80% | ||
| CGUS - CAPITAL GROUP CORE EQUITY ETF | Add 3% ($272.1K) | 0.74% | $8.4M | +1.00% | +2.18% | ||
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Reduce 18% $(1.8M) | 0.74% | $8.4M | +1.38% | +1.19% | ||
| META - META PLATFORMS INC CL A | Add 4% ($343.7K) | 0.73% | $8.3M | -26.57% | -23.18% | ||
| ABBV - ABBVIE INC COM | Add 15% ($1.1M) | 0.73% | $8.3M | +2.98% | +14.46% | ||
| SPY - SPDR S&P 500 ETF TRUST | Reduce 10% $(943.0K) | 0.72% | $8.1M | ||||
| JNJ - JOHNSON & JOHNSON COM | Add 35% ($2.1M) | 0.72% | $8.1M | +41.08% | +14.51% | ||
| MRK - MERCK & CO INC COM | Reduce 1% $(65.5K) | 0.69% | $7.8M | +48.14% | +12.01% | ||
| BSTP - INNOVATOR BUFFER STEP-UP STRATEGY ETF | Reduce 14% $(1.3M) | 0.67% | $7.6M | +2.11% | +1.90% | ||
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 2% ($154.6K) | 0.65% | $7.3M | ||||
| V - VISA INC COM CL A | Add 2% ($150.1K) | 0.64% | $7.2M | ||||
| JPM - JPMORGAN CHASE & CO. COM | Add 15% ($906.8K) | 0.62% | $7.0M | ||||
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 1% ($83.0K) | 0.60% | $6.8M | +9.41% | -0.79% | ||
| GOOG - ALPHABET INC CAP STK CL C | Add 4% ($252.7K) | 0.60% | $6.8M | ||||
| IEFA - ISHARES CORE MSCI EAFE ETF | Reduce 1% $(52.1K) | 0.60% | $6.7M | +8.14% | +1.62% | ||
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Reduce 3% $(222.1K) | 0.59% | $6.7M | +22.07% | +1.50% | ||
| FQAL - FIDELITY QUALITY FACTOR ETF | Reduce 2% $(115.7K) | 0.58% | $6.5M | +1.30% | +1.53% | ||
| BOXX - ALPHA ARCHITECT 1-3 MONTH BOX ETF | Reduce 47% $(5.8M) | 0.57% | $6.5M | +2.66% | +1.03% | ||
| CGMS - CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | Reduce 10% $(711.2K) | 0.57% | $6.5M | +2.67% | +0.99% | ||
| COST - COSTCO WHSL CORP NEW COM | Reduce 2% $(140.2K) | 0.56% | $6.4M | +3.95% | -6.66% | ||
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 6% ($377.3K) | 0.56% | $6.4M | +9.66% | -0.69% | ||
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | New Purchase | 0.56% | $6.3M | +1.10% | +4.64% | ||
| NVDY - YIELDMAX NVDA OPTION INCOME STRATEGY ETF | New Purchase | 0.52% | $5.9M | +4.18% | +2.43% | ||
| JANJ - INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY | Add 6% ($340.6K) | 0.49% | $5.6M | +1.74% | +1.35% | ||
| KO - COCA COLA CO COM | 0.48% | $5.4M | +12.40% | +2.13% | |||
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Reduce 2% $(96.7K) | 0.46% | $5.2M | +9.28% | -0.74% | ||
| CVX - CHEVRON CORP NEW COM | New Purchase | 0.46% | $5.2M | ||||
| EUSA - ISHARES MSCI USA EQUAL WEIGHTED ETF | New Purchase | 0.45% | $5.1M | +2.32% | -0.83% | ||
| SDY - SPDR S&P DIVIDEND ETF | Reduce 2% $(124.0K) | 0.45% | $5.1M | ||||
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 1% ($33.4K) | 0.44% | $5.0M | +7.65% | +2.71% | ||
| CGBL - CAPITAL GROUP CORE BALANCED ETF | 0.43% | $4.9M | |||||
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Add 4% ($172.7K) | 0.43% | $4.9M | +6.92% | -2.51% | ||
| IUSV - ISHARES CORE S&P US VALUE ETF | Reduce 5% $(238.3K) | 0.43% | $4.9M | +5.99% | +2.59% | ||
| PLTR - PALANTIR TECHNOLOGIES INC CL A | Reduce 19% $(1.1M) | 0.42% | $4.8M | -17.40% | -4.72% | ||
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Reduce 100% | 0.00% | $0.00 | ||||
| MO - ALTRIA GROUP INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | Reduce 100% | 0.00% | $0.00 | ||||
| HDV - OLD DOMINION FREIGHT LINE INC COM | Reduce 100% | 0.00% | $0.00 | ||||