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Sunbelt Securities, Inc. 13F Holdings
Holdings from the most recent 13F from Sunbelt Securities, Inc.
Filed: 2025-11-19 (Q3 2025) | Holdings: 2701 | Value: $1.4B | 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 | Add 68% ($61.4M) | 10.51% | $152.2M | +37.11% | +25.67% | ||
| NVDA - NVIDIA CORPORATION COM | Reduce 4% $(2.7M) | 4.33% | $62.7M | -9.46% | -3.12% | ||
| MSFT - MICROSOFT CORP COM | Add 6% ($2.2M) | 2.67% | $38.7M | -24.03% | -19.19% | ||
| AAPL - APPLE INC COM | Add 6% ($1.7M) | 2.19% | $31.8M | -5.42% | -2.22% | ||
| IAU - ISHARES GOLD TRUST | Add 67% ($12.4M) | 2.12% | $30.7M | +14.45% | +24.87% | ||
| AVGO - BROADCOM INC COM | Add 12% ($2.9M) | 1.87% | $27.0M | ||||
| IVW - ISHARES S&P 500 GROWTH ETF | Add 3% ($736.0K) | 1.56% | $22.6M | -6.18% | -0.98% | ||
| SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF | Add 5% ($1.1M) | 1.55% | $22.5M | -9.11% | -4.62% | ||
| QQQ - INVESCO QQQ TRUST SERIES I | Add 45% ($6.9M) | 1.53% | $22.2M | -4.11% | -0.33% | ||
| BOXX - ALPHA ARCHITECT 1-3 MONTH BOX ETF | Add 213% ($14.3M) | 1.45% | $21.0M | +1.61% | +1.16% | ||
| IVV - ISHARES CORE S&P 500 ETF | Reduce 20% $(4.9M) | 1.35% | $19.6M | -1.95% | +2.76% | ||
| AMZN - AMAZON COM INC COM | Reduce 7% $(1.4M) | 1.29% | $18.7M | -7.61% | -7.46% | ||
| SPY - SPDR S&P 500 ETF TRUST | Add 70% ($6.5M) | 1.09% | $15.7M | ||||
| PLTR - PALANTIR TECHNOLOGIES INC CL A | Add 30% ($3.4M) | 1.03% | $14.9M | -13.72% | -21.40% | ||
| BALT - INNOVATOR DEFINED WEALTH SHIELD ETF | Add 2% ($216.3K) | 0.97% | $14.1M | ||||
| SCHD - SCHWAB US DIVIDEND EQUITY ETF | Add 14% ($1.7M) | 0.92% | $13.4M | +15.27% | +18.23% | ||
| PSTP - INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | Add 30% ($2.7M) | 0.82% | $11.9M | -0.49% | +2.17% | ||
| META - META PLATFORMS INC CL A | Add 3% ($307.0K) | 0.74% | $10.7M | -4.65% | +8.73% | ||
| GOOG - ALPHABET INC CAP STK CL C | Add 20% ($1.7M) | 0.72% | $10.4M | ||||
| PG - PROCTER AND GAMBLE CO COM | Reduce 3% $(306.2K) | 0.70% | $10.2M | -1.71% | +10.42% | ||
| TSLA - TESLA INC COM | Reduce 35% $(5.5M) | 0.70% | $10.2M | -13.03% | -0.68% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | New Purchase | 0.70% | $10.1M | -4.74% | -0.58% | ||
| GOOGL - ALPHABET INC CAP STK CL A | Reduce 18% $(2.1M) | 0.68% | $9.8M | ||||
| IVE - ISHARES S&P 500 VALUE ETF | Reduce 1% $(117.3K) | 0.67% | $9.7M | +2.91% | +7.04% | ||
| IEFA - ISHARES CORE MSCI EAFE ETF | Add 13% ($1.1M) | 0.66% | $9.5M | +7.37% | +15.02% | ||
| BSTP - INNOVATOR BUFFER STEP-UP STRATEGY ETF | Add 14% ($1.1M) | 0.65% | $9.4M | -0.56% | +2.56% | ||
| ABBV - ABBVIE INC COM | Reduce 13% $(1.4M) | 0.65% | $9.4M | -9.75% | -2.85% | ||
| CGUS - CAPITAL GROUP CORE EQUITY ETF | Reduce 8% $(738.8K) | 0.61% | $8.8M | -2.13% | +3.41% | ||
| V - VISA INC COM CL A | Add 11% ($865.7K) | 0.60% | $8.7M | ||||
| CGMS - CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | Add 30% ($2.0M) | 0.59% | $8.6M | +1.27% | +2.24% | ||
| JPM - JPMORGAN CHASE & CO. COM | Reduce 9% $(844.1K) | 0.58% | $8.4M | ||||
| SCHA - SCHWAB U.S. SMALL-CAP ETF | Add 4% ($313.3K) | 0.57% | $8.2M | ||||
| FQAL - FIDELITY QUALITY FACTOR ETF | Add 8% ($627.4K) | 0.56% | $8.1M | -1.45% | +3.55% | ||
| SCHM - SCHWAB U.S. MID-CAP ETF | Add 6% ($461.1K) | 0.54% | $7.8M | +8.50% | +13.69% | ||
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 39% ($2.2M) | 0.53% | $7.7M | +4.22% | +8.87% | ||
| JNJ - JOHNSON & JOHNSON COM | Reduce 27% $(2.8M) | 0.52% | $7.6M | +21.72% | +20.81% | ||
| KO - COCA COLA CO COM | Add 24% ($1.4M) | 0.49% | $7.1M | +9.64% | +13.32% | ||
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Add 6% ($406.8K) | 0.49% | $7.1M | +20.08% | +16.18% | ||
| IJR - ISHARES CORE S&P SMALL CAP ETF | Add 7% ($482.9K) | 0.49% | $7.0M | +9.10% | +14.32% | ||
| MRK - MERCK & CO INC COM | Reduce 3% $(177.7K) | 0.44% | $6.4M | +29.31% | +29.84% | ||
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | New Purchase | 0.43% | $6.3M | +7.36% | +12.23% | ||
| ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | New Purchase | 0.41% | $5.9M | -1.45% | +3.26% | ||
| JAAA - JANUS HENDERSON AAA CLO ETF | New Purchase | 0.39% | $5.7M | +1.49% | +1.38% | ||
| ONEQ - FIDELITY NASDAQ COMPOSITE INDEX ETF | Reduce 23% $(1.7M) | 0.39% | $5.7M | -4.67% | -0.40% | ||
| IJK - ISHARES S&P MID-CAP 400 GROWTH ETF | Add 4% ($217.9K) | 0.39% | $5.7M | +8.29% | +13.17% | ||
| SDY - STATE STREET SPDR S&P DIVIDEND ETF | Add 3% ($172.8K) | 0.38% | $5.5M | ||||
| HDV - ISHARES CORE HIGH DIVIDEND ETF | New Purchase | 0.38% | $5.5M | +11.91% | +14.46% | ||
| PM - PHILIP MORRIS INTL INC COM | New Purchase | 0.37% | $5.4M | +3.47% | +18.96% | ||
| WMT - WALMART INC COM | New Purchase | 0.36% | $5.3M | +21.52% | +18.57% | ||
| CGBL - CAPITAL GROUP CORE BALANCED ETF | Reduce 4% $(216.4K) | 0.36% | $5.2M | ||||
| JANJ - INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW COM | Reduce 100% | 0.00% | $0.00 | ||||
| IUSV - ISHARES CORE S&P US VALUE ETF | Reduce 100% | 0.00% | $0.00 | ||||
| EUSA - ISHARES MSCI USA EQUAL WEIGHTED ETF | Reduce 100% | 0.00% | $0.00 | ||||
| NVDY - YIELDMAX NVDA OPTION INCOME STRATEGY ETF | Reduce 100% | 0.00% | $0.00 | ||||
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW COM | Reduce 100% | 0.00% | $0.00 | ||||