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Sunbelt Securities

Latest statistics and disclosures from Sunbelt Securities's latest quarterly 13F-HR filing:

Top 5 stock holdings are XOM, NVDA, MSFT, AAPL, AVGO, and represent 21.77% of Sunbelt Securities's stock portfolio.
Added to shares of these 10 stocks: BPRE (+$15M), SCHV (+$5.7M), CGMS, NFLX, PSN, AKRE, XOM, PLTR, KAMO, XLK.
Started 305 new stock positions in FRSH, MITT, NTES, LAZ, AMCR, EB, SITE, LBRDK, SOLS, TRAK.
Reduced shares in these 10 stocks: IAU (-$13M), SCHD (-$6.2M), FLOC, Yieldmax Tsla Option Income Strategy Etf, SBUX, BOXX, CRWV, HDV, GOOGL, JEPQ.
Sold out of its positions in ATEN, ABEO, TIC, AKBA, ALDX, ALX, ARE, ALE, ALUR.WS, DRLL.
Sunbelt Securities was a net buyer of stock by $30M.
Sunbelt Securities has $1.5B in assets under management (AUM), dropping by 3.52%.
Central Index Key (CIK): 0001632932

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Portfolio Holdings for Sunbelt Securities

Sunbelt Securities holds 2784 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Sunbelt Securities has 2784 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sunbelt Securities Dec. 31, 2025 positions
Download the Sunbelt Securities December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	11.0	$165M		1.4M	120.34	View chart
Nvidia Corporation Stock (NVDA)	4.2	$63M		338k	186.50	View chart
Microsoft Corp Stock (MSFT)	2.4	$37M		76k	483.62	View chart
Apple Stock (AAPL)	2.3	$34M		125k	271.86	View chart
Broadcom Stock (AVGO)	1.9	$28M		81k	346.10	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.6	$24M	+3%	727k	32.62	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$23M	+3%	38k	614.30	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.5	$22M	-2%	182k	123.26	View chart
Ishares Gold Trust Etf (IAU)	1.4	$21M	-37%	262k	81.17	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.4	$21M	+2%	30k	684.94	View chart
Amazon Stock (AMZN)	1.3	$20M	+2%	87k	230.82	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	1.3	$20M	-6%	172k	115.10	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.1	$17M	+14%	94k	177.75	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	1.1	$16M		23k	681.92	View chart
Bluerock Pvt Real Estate Cef (BPRE)	1.0	$15M	NEW	1.0M	15.00	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	1.0	$15M	+6%	458k	33.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$13M		42k	313.80	View chart
Innovator Power Buffer Step-up Strategy Etf Etf (PSTP)	0.8	$13M	+5%	361k	35.35	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.8	$12M	+89%	408k	29.61	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$12M	-5%	38k	313.00	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.8	$12M	+39%	431k	27.62	View chart
Tesla Stock (TSLA)	0.7	$11M	+5%	24k	449.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$10M	+2%	21k	502.66	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$10M	+6%	115k	89.46	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$10M	+6%	16k	660.09	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.7	$10M	+2%	48k	212.07	View chart
Procter & Gamble Stock (PG)	0.6	$9.6M		67k	143.31	View chart
Innovator Buffer Step-up Strategy Etf Etf (BSTP)	0.6	$9.2M	-3%	249k	37.13	View chart
Abbvie Stock (ABBV)	0.6	$9.2M		40k	228.49	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$9.1M	+7%	318k	28.48	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.6	$8.9M		221k	40.23	View chart
Visa Inc Com Cl A Stock (V)	0.6	$8.7M	-2%	25k	350.71	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.6	$8.6M	+8%	286k	30.07	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$8.5M		26k	322.22	View chart
Johnson & Johnson Stock (JNJ)	0.6	$8.5M		41k	206.95	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.6	$8.4M	+7%	122k	69.42	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.6	$8.3M		110k	75.59	View chart
Merck & Co Stock (MRK)	0.5	$8.1M		77k	105.26	View chart
Coca Cola Stock (KO)	0.5	$7.5M		107k	69.91	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$7.3M		227k	32.06	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$7.2M	-46%	262k	27.43	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$7.1M		59k	120.18	View chart
Walmart Stock (WMT)	0.4	$6.4M	+11%	57k	111.41	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.4	$6.2M	+6%	68k	91.40	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$5.9M	-2%	39k	148.69	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.4	$5.7M		113k	50.58	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.4	$5.6M	-2%	58k	96.88	View chart
Philip Morris Intl Stock (PM)	0.4	$5.5M	+3%	35k	160.40	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.4	$5.5M		40k	139.16	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.3	$5.1M	+7%	50k	103.37	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$5.0M	-5%	142k	35.33	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.3	$4.9M	-2%	35k	141.16	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.3	$4.9M		124k	39.38	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$4.9M	-5%	6.5k	753.80	View chart
Innovator Premium Income 30 Barrier Etf - January Etf (JANJ)	0.3	$4.9M	-5%	197k	24.67	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	0.3	$4.8M		83k	58.67	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$4.8M		5.6k	862.34	View chart
Altria Group Stock (MO)	0.3	$4.6M	+4%	80k	57.66	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$4.6M		24k	191.56	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.3	$4.5M	-17%	37k	121.61	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.3	$4.4M		106k	41.53	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.3	$4.4M		22k	199.68	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$4.3M	+7%	131k	32.75	View chart
Blackstone Stock (BX)	0.3	$4.3M	-5%	28k	154.14	View chart
International Business Machs Stock (IBM)	0.3	$4.3M	+2%	14k	296.21	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.3	$4.2M	+20%	43k	98.32	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.2M	+2%	14k	305.64	View chart
Chevron Corp Stock (CVX)	0.3	$4.2M	+6%	27k	152.41	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL)	0.3	$4.1M	-2%	98k	41.33	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$4.0M		18k	224.67	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.3	$4.0M		130k	30.91	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$3.8M	-7%	37k	102.54	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$3.7M		45k	82.77	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR)	0.2	$3.7M	-7%	91k	40.94	View chart
Victoryshares Free Cash Flow Growth Etf Etf (GFLW)	0.2	$3.7M		132k	28.16	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.2	$3.7M	-6%	94k	39.60	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.2	$3.6M	+2%	147k	24.89	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$3.6M		82k	43.64	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$3.6M		81k	44.47	View chart
Netflix Stock (NFLX)	0.2	$3.6M	+941%	38k	93.76	View chart
Yieldmax Nvda Option Income Strategy Etf Etf (NVDY)	0.2	$3.5M	+4%	243k	14.61	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.2	$3.5M	+21%	31k	114.50	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$3.4M	-7%	5.9k	570.88	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	0.2	$3.4M		109k	30.88	View chart
Ares Capital Corp Cef (ARCC)	0.2	$3.4M	+33%	167k	20.23	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$3.4M	+94%	23k	143.97	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$3.3M	-2%	202k	16.49	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$3.3M		20k	167.94	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.2	$3.3M		68k	47.72	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.2M	-5%	3.7k	879.00	View chart
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)	0.2	$3.2M	-11%	107k	29.81	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$3.2M	+36%	45k	71.45	View chart
3M Stock (MMM)	0.2	$3.1M	-3%	19k	160.10	View chart
Cisco Sys Stock (CSCO)	0.2	$3.0M	-4%	39k	77.03	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$2.9M	-3%	14k	214.69	View chart
Valero Energy Corp Stock (VLO)	0.2	$2.8M		18k	162.79	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$2.8M	+2%	22k	125.88	View chart
Markel Group Stock (MKL)	0.2	$2.8M		1.3k	2149.65	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.2	$2.7M	-14%	30k	93.30	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$2.7M		4.3k	627.08	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$2.6M	+13%	8.7k	303.90	View chart
American Express Stock (AXP)	0.2	$2.6M		7.1k	369.97	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.6M		5.4k	480.60	View chart
Ishares Silver Trust Etf (SLV)	0.2	$2.6M	+51%	41k	64.42	View chart
Wells Fargo & Co Stock (WFC)	0.2	$2.6M	+3%	28k	93.20	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.2	$2.6M	-7%	63k	41.42	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.6M	+6%	37k	69.47	View chart
Pepsico Stock (PEP)	0.2	$2.6M		18k	143.52	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.2	$2.6M	-2%	67k	38.74	View chart
Verizon Communications Stock (VZ)	0.2	$2.5M	-7%	62k	40.73	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.2	$2.5M	+57%	75k	33.30	View chart
Amgen Stock (AMGN)	0.2	$2.5M	+6%	7.5k	327.33	View chart
Rtx Corporation Stock (RTX)	0.2	$2.5M	-2%	13k	183.39	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$2.5M	-6%	5.0k	487.83	View chart
Gaming & Leisure P Reit (GLPI)	0.2	$2.4M	+2%	54k	44.69	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$2.4M	-2%	3.6k	673.82	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$2.3M	+4%	43k	54.71	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.2	$2.3M		45k	51.75	View chart
Parsons Corp Del Stock (PSN)	0.2	$2.3M	+102844%	37k	61.80	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$2.2M		82k	27.49	View chart
Akre Focus Etf Etf (AKRE)	0.1	$2.2M	NEW	34k	65.51	View chart
Home Depot Stock (HD)	0.1	$2.2M	+2%	6.4k	344.10	View chart
Wisdomtree Cybersecurity Fund Etf (WCBR)	0.1	$2.2M	+19%	79k	27.85	View chart
Tjx Cos Stock (TJX)	0.1	$2.2M		14k	153.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.2M		8.8k	246.15	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$2.1M		21k	99.91	View chart
Micron Technology Stock (MU)	0.1	$2.1M	-9%	7.3k	285.39	View chart
Eli Lilly & Co Stock (LLY)	0.1	$2.1M	-5%	1.9k	1074.89	View chart
Caterpillar Stock (CAT)	0.1	$2.1M	-2%	3.6k	572.84	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$2.0M	-14%	40k	50.94	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.1	$2.0M	-11%	87k	23.41	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.0M		30k	66.00	View chart
Kensington Credit Opportunities Etf Etf (KAMO)	0.1	$2.0M	NEW	79k	25.02	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.1	$2.0M	-3%	61k	32.49	View chart
Stellus Cap Invt Corp Cef (SCM)	0.1	$2.0M	+5%	155k	12.68	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.1	$1.9M		34k	54.92	View chart
Qualcomm Stock (QCOM)	0.1	$1.9M		11k	171.05	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.9M		4.7k	396.31	View chart
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ)	0.1	$1.9M	+67%	35k	52.87	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.1	$1.8M	-3%	48k	38.33	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$1.8M	+29%	12k	153.02	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$1.8M	+31%	18k	103.13	View chart
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX)	0.1	$1.8M	+108%	35k	52.80	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$1.8M		32k	56.69	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$1.8M		68k	26.53	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.8M	-19%	11k	171.18	View chart
Abbott Labs Stock (ABT)	0.1	$1.8M	-2%	14k	125.29	View chart
Slr Investment Corp Cef (SLRC)	0.1	$1.8M	+10%	114k	15.46	View chart
Cummins Stock (CMI)	0.1	$1.8M	-13%	3.5k	510.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.7M	-23%	7.8k	219.78	View chart
Medical Pptys Trust Reit (MPT)	0.1	$1.7M		340k	5.00	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.7M	+5%	3.5k	483.65	View chart
Fidelity Enhanced Large Cap Growth Etf Etf (FELG)	0.1	$1.7M	+154%	41k	41.70	View chart
American Tower Corp Reit (AMT)	0.1	$1.7M	-10%	9.6k	175.58	View chart
Ft Vest Nasdaq-100 Conservative Buffer Etf - July Etf (QCJL)	0.1	$1.7M	-5%	71k	23.73	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$1.7M	-2%	49k	34.66	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.7M	+14%	1.8k	933.15	View chart
Ge Aerospace Stock (GE)	0.1	$1.7M	+4%	5.4k	308.01	View chart
Bank America Corp Stock (BAC)	0.1	$1.7M		30k	55.00	View chart
Ge Vernova Stock (GEV)	0.1	$1.6M	+5%	2.5k	653.58	View chart
Innovator Growth Accelerated Plus Etf - April Etf (QTAP)	0.1	$1.6M	-6%	37k	44.79	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.6M	-20%	10k	160.97	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.6M		31k	53.11	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.6M	+21%	20k	82.48	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.6M	-3%	5.3k	301.17	View chart
Oracle Corp Stock (ORCL)	0.1	$1.6M	-4%	8.1k	194.90	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$1.6M	-10%	29k	54.84	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$1.6M		41k	38.22	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.5M	+3%	5.7k	268.28	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$1.5M	+16%	19k	80.63	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$1.5M	+20%	31k	49.15	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.5M	-2%	9.2k	162.63	View chart
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF)	0.1	$1.5M		19k	78.50	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$1.5M	-6%	57k	26.33	View chart
Moodys Corp Stock (MCO)	0.1	$1.5M		2.9k	510.76	View chart
Nextera Energy Stock (NEE)	0.1	$1.5M		18k	80.28	View chart
Fidelity Sustainable High Yield Etf Etf (FSYD)	0.1	$1.5M	+9%	30k	48.44	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.1	$1.5M	-3%	30k	48.84	View chart
Yieldmax Tsla Option Income Strategy Etf Etf (TSLY)	0.1	$1.5M	NEW	39k	37.54	View chart
At&t Stock (T)	0.1	$1.5M		59k	24.84	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.4M	-23%	58k	24.77	View chart
Oreilly Automotive Stock (ORLY)	0.1	$1.4M	+10%	16k	91.21	View chart
Arbor Realty Trust Reit (ABR)	0.1	$1.4M	+211%	184k	7.76	View chart
Gilead Sciences Stock (GILD)	0.1	$1.4M		12k	122.74	View chart
Boeing Stock (BA)	0.1	$1.4M	+11%	6.5k	217.12	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.4M		13k	106.70	View chart
Lowes Cos Stock (LOW)	0.1	$1.4M		5.7k	241.16	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$1.4M	-8%	42k	31.97	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - Jan Etf (GJAN)	0.1	$1.3M		31k	42.79	View chart
Booking Holdings Stock (BKNG)	0.1	$1.3M	-12%	245.00	5355.81	View chart
Innovator Growth Accelerated Plus Etf - October Etf (QTOC)	0.1	$1.3M	-14%	38k	34.19	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.3M	-4%	13k	99.19	View chart
L3harris Technologies Stock (LHX)	0.1	$1.3M		4.4k	293.56	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.1	$1.3M	NEW	35k	36.58	View chart
Crescent Energy Company Cl A Stock (CRGY)	0.1	$1.3M	+9%	150k	8.39	View chart
Hershey Stock (HSY)	0.1	$1.3M		6.9k	181.98	View chart
Williams Cos Stock (WMB)	0.1	$1.2M		21k	60.11	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.1	$1.2M	+13040%	33k	37.77	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.1	$1.2M	+68%	17k	73.28	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$1.2M	+25%	26k	47.36	View chart
Honeywell Intl Stock (HON)	0.1	$1.2M		6.2k	195.10	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.1	$1.2M	+3%	22k	54.83	View chart
Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL)	0.1	$1.2M		25k	47.57	View chart
Pfizer Stock (PFE)	0.1	$1.2M	-2%	48k	24.90	View chart
Fortinet Stock (FTNT)	0.1	$1.2M	-28%	15k	79.41	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.1	$1.2M		32k	37.39	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.2M	-4%	20k	58.38	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$1.2M	-7%	22k	52.62	View chart
Union Pac Corp Stock (UNP)	0.1	$1.1M		4.9k	231.31	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$1.1M		13k	87.16	View chart
Salesforce Stock (CRM)	0.1	$1.1M	+9%	4.3k	264.94	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.1M	-29%	2.4k	473.22	View chart
Disney Walt Stock (DIS)	0.1	$1.1M		9.9k	113.77	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.1	$1.1M	+8%	24k	46.29	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.1M	+36%	63k	18.01	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.1M		12k	96.27	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.1M	-4%	7.6k	146.59	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.1M	-22%	15k	74.28	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$1.1M	+17%	11k	101.67	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.1M	-7%	4.3k	257.23	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.1M	-37%	19k	58.12	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$1.1M	+48%	16k	70.98	View chart
Conocophillips Stock (COP)	0.1	$1.1M	-22%	12k	93.61	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.1M		15k	73.48	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M		21k	50.88	View chart
Eaton Corp Stock (ETN)	0.1	$1.1M	+4%	3.4k	318.51	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	0.1	$1.1M	+10%	500.00	2146.18	View chart
Home Bancshares Stock (HOMB)	0.1	$1.1M		39k	27.78	View chart
Hca Healthcare Stock (HCA)	0.1	$1.1M		2.3k	466.78	View chart
Fidelity Preferred Securities & Income Etf Etf (FPFD)	0.1	$1.1M		49k	21.79	View chart
Prudential Finl Stock (PRU)	0.1	$1.1M	-6%	9.4k	112.88	View chart
Morgan Stanley Stock (MS)	0.1	$1.1M		6.0k	177.52	View chart
Analog Devices Stock (ADI)	0.1	$1.1M		3.9k	271.18	View chart
Oneok Stock (OKE)	0.1	$1.1M	+4%	14k	73.50	View chart
Snowflake Stock (SNOW)	0.1	$1.1M		4.8k	219.36	View chart
Pennantpark Invt Corp Cef (PNNT)	0.1	$1.0M	+68%	176k	5.96	View chart
Blackrock Enhanced Large Cap C Cef (CII)	0.1	$1.0M	+23%	45k	23.37	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.0M	-16%	18k	57.24	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$1.0M	+43%	10k	102.16	View chart
Dow Stock (DOW)	0.1	$1.0M		44k	23.38	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.0M		7.3k	141.14	View chart
Sherwin Williams Stock (SHW)	0.1	$1.0M	-4%	3.2k	324.06	View chart
Caseys Gen Stores Stock (CASY)	0.1	$1.0M	-3%	1.8k	552.77	View chart
Fidelity Enhanced Small Cap Etf Etf (FESM)	0.1	$1.0M	+22%	27k	37.78	View chart
Astrazeneca Adr	0.1	$1.0M		11k	91.93	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.0M		4.6k	219.69	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$1.0M		8.6k	116.10	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1000k	+6%	10k	96.03	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$987k	+324%	29k	34.26	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$985k	-25%	13k	77.74	View chart

Past Filings by Sunbelt Securities

SEC 13F filings are viewable for Sunbelt Securities going back to 2014

Sunbelt Securities 2025 Q4 filed Feb. 20, 2026
Sunbelt Securities 2025 Q3 filed Nov. 19, 2025
Sunbelt Securities 2025 Q2 filed Aug. 14, 2025
Sunbelt Securities 2025 Q1 filed April 24, 2025
Sunbelt Securities 2024 Q4 filed Feb. 18, 2025
Sunbelt Securities 2024 Q3 filed Nov. 18, 2024
Sunbelt Securities 2024 Q2 filed Aug. 16, 2024
Sunbelt Securities 2024 Q1 filed April 15, 2024
Sunbelt Securities 2023 Q4 filed Feb. 15, 2024
Sunbelt Securities 2023 Q3 filed Dec. 11, 2023
Sunbelt Securities 2023 Q2 filed Aug. 16, 2023
Sunbelt Securities 2023 Q1 filed May 17, 2023
Sunbelt Securities 2022 Q4 filed Feb. 8, 2023
Sunbelt Securities 2022 Q3 filed Nov. 21, 2022
Sunbelt Securities 2022 Q2 filed Oct. 3, 2022
Sunbelt Securities 2022 Q1 filed May 16, 2022

View all past filings

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