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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, IAU, and represent 21.82% of Sunbelt Securities's stock portfolio.
Added to shares of these 10 stocks: XOM (+$61M), BOXX (+$14M), IAU (+$12M), QQQ (+$6.9M), SPY (+$6.5M), JAAA (+$5.7M), BRK.B (+$5.5M), QGRW, VFLO, GFLW.
Started 1104 new stock positions in BMRN, ARQT, OVLY, Firefly Aerospace, FBIN, AGGY, ZYXI, RBUF, HFFG, LAW.
Reduced shares in these 10 stocks: TSLA (-$5.5M), IVV, INTC, GOCT, JNJ, NVDA, ANET, AMD, BAPR, VRT.
Sold out of its positions in ADX, ADUS, ALLY, AVLV, ANSS, Arbor Realty Trust, ARR, AVY, BECN, BEEM.
Sunbelt Securities was a net buyer of stock by $174M.
Sunbelt Securities has $1.4B in assets under management (AUM), dropping by 27.85%.
Central Index Key (CIK): 0001632932

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Positions held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sunbelt Securities

Sunbelt Securities holds 2701 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Sunbelt Securities has 2701 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sunbelt Securities Sept. 30, 2025 positions
Download the Sunbelt Securities September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	10.5	$152M	+67%	1.3M	112.75	View chart
Nvidia Corporation Stock (NVDA)	4.3	$63M	-4%	336k	186.58	View chart
Microsoft Corp Stock (MSFT)	2.7	$39M	+6%	75k	517.95	View chart
Apple Stock (AAPL)	2.2	$32M	+5%	125k	254.63	View chart
Ishares Gold Trust Etf (IAU)	2.1	$31M	+67%	422k	72.77	View chart
Broadcom Stock (AVGO)	1.9	$27M	+12%	82k	329.91	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.6	$23M	+3%	187k	120.72	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.6	$23M	+4%	704k	31.91	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.5	$22M	+44%	37k	600.38	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	1.4	$21M	+212%	184k	113.86	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.4	$20M	-19%	29k	669.31	View chart
Amazon Stock (AMZN)	1.3	$19M	-6%	85k	219.57	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.1	$16M	+70%	24k	666.19	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.0	$15M	+30%	82k	182.42	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	1.0	$14M		428k	32.82	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$13M	+14%	489k	27.30	View chart
Innovator Power Buffer Step-up Strategy Etf Etf (PSTP)	0.8	$12M	+30%	341k	34.78	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$11M	+2%	15k	734.36	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$10M	+20%	43k	243.55	View chart
Procter And Gamble Stock (PG)	0.7	$10M	-2%	66k	153.65	View chart
Tesla Stock (TSLA)	0.7	$10M	-35%	23k	444.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$10M	+121%	20k	502.75	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$9.8M	-17%	40k	243.10	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.7	$9.7M		47k	206.51	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$9.5M	+13%	109k	87.31	View chart
Innovator Buffer Step-up Strategy Etf Etf (BSTP)	0.7	$9.4M	+13%	259k	36.37	View chart
Abbvie Stock (ABBV)	0.6	$9.4M	-12%	41k	231.54	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.6	$8.8M	-7%	222k	39.54	View chart
Visa Inc Com Cl A Stock (V)	0.6	$8.7M	+11%	25k	341.37	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.6	$8.6M	+30%	308k	27.75	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$8.4M	-9%	27k	315.43	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$8.2M	+3%	295k	27.90	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.6	$8.1M	+8%	108k	74.72	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.5	$7.8M	+6%	263k	29.64	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$7.7M	+39%	114k	68.08	View chart
Johnson & Johnson Stock (JNJ)	0.5	$7.6M	-27%	41k	185.42	View chart
Coca Cola Stock (KO)	0.5	$7.1M	+23%	108k	66.32	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$7.1M	+6%	226k	31.27	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$7.0M	+7%	59k	118.83	View chart
Merck & Co Stock (MRK)	0.4	$6.4M	-2%	77k	83.93	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.4	$6.3M	+20%	215k	29.11	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$5.9M	+11%	41k	145.65	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.4	$5.7M	NEW	113k	50.78	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.4	$5.7M	-22%	64k	89.13	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.4	$5.7M	+3%	59k	95.89	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.4	$5.5M	+3%	40k	140.05	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$5.5M	+15%	45k	122.45	View chart
Philip Morris Intl Stock (PM)	0.4	$5.4M	+54%	33k	162.20	View chart
Walmart Stock (WMT)	0.4	$5.3M	+23%	51k	103.06	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.4	$5.2M	-3%	151k	34.72	View chart
Costco Whsl Corp Stock (COST)	0.4	$5.2M	-19%	5.6k	925.70	View chart
Innovator Premium Income 30 Barrier Etf - January Etf (JANJ)	0.4	$5.2M	-7%	209k	24.73	View chart
Altria Group Stock (MO)	0.4	$5.1M	-9%	77k	66.06	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$5.1M	+24%	6.8k	746.65	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.3	$5.0M		36k	141.50	View chart
Blackstone Stock (BX)	0.3	$5.0M	+117%	29k	170.85	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	0.3	$4.8M	NEW	83k	57.36	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.3	$4.7M	-13%	46k	102.97	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.3	$4.7M	NEW	126k	37.50	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$4.6M	+130%	24k	189.70	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.3	$4.4M		22k	195.86	View chart
Netflix Stock (NFLX)	0.3	$4.4M		3.7k	1198.92	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.3	$4.3M	+16%	106k	40.57	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$4.1M	+12%	123k	33.37	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL)	0.3	$4.1M	+69%	101k	40.56	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.1M	+30%	13k	303.89	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.3	$4.1M	-23%	41k	99.95	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$4.0M	+24%	18k	222.17	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.3	$4.0M	+710%	130k	30.68	View chart
Chevron Corp Stock (CVX)	0.3	$4.0M	-28%	26k	155.29	View chart
International Business Machs Stock (IBM)	0.3	$4.0M	+8%	14k	282.16	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR)	0.3	$3.9M	+10%	98k	40.10	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.3	$3.9M	+63%	101k	38.88	View chart
Yieldmax Nvda Option Income Strategy Etf Etf (NVDY)	0.3	$3.9M	-8%	232k	16.80	View chart
Victoryshares Free Cash Flow Growth Etf Etf (GFLW)	0.3	$3.8M	NEW	134k	28.68	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.3	$3.8M	+6%	142k	26.85	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$3.6M		6.4k	568.83	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$3.6M	+16%	207k	17.16	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$3.5M	+27%	44k	79.67	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$3.5M		80k	43.92	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$3.5M	-8%	83k	42.03	View chart
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)	0.2	$3.5M	-34%	121k	28.89	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$3.4M	+6490%	36k	96.68	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$3.4M	+8%	12k	281.86	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	0.2	$3.3M	+11%	110k	30.08	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.2	$3.2M	+925%	69k	46.54	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$3.2M	+153%	19k	164.54	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.2	$3.1M	NEW	35k	91.01	View chart
3M Stock (MMM)	0.2	$3.1M	-25%	20k	155.18	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.1M	+333%	3.9k	796.35	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$3.1M		22k	141.77	View chart
Valero Energy Corp Stock (VLO)	0.2	$3.0M	-28%	18k	170.26	View chart
Verizon Communications Stock (VZ)	0.2	$3.0M	-37%	68k	43.95	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$3.0M	-5%	14k	209.26	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.2	$2.8M	NEW	25k	110.66	View chart
Cisco Sys Stock (CSCO)	0.2	$2.8M		41k	68.42	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.2	$2.7M		68k	40.35	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$2.6M	+304%	3.7k	718.54	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$2.6M	+302%	4.3k	612.36	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.2	$2.6M		68k	38.08	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$2.6M	+18%	5.4k	479.60	View chart
Pepsico Stock (PEP)	0.2	$2.6M	-9%	18k	140.44	View chart
Home Depot Stock (HD)	0.2	$2.5M		6.3k	405.21	View chart
Ares Capital Corp Cef (ARCC)	0.2	$2.5M	+97%	125k	20.41	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.5M	-9%	5.4k	463.78	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$2.5M	+63%	33k	76.01	View chart
Markel Group Stock (MKL)	0.2	$2.5M	+672%	1.3k	1911.36	View chart
Gaming & Leisure Pptys Reit (GLPI)	0.2	$2.5M	+56%	53k	46.61	View chart
Servicenow Stock (NOW)	0.2	$2.4M	-3%	2.6k	920.31	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$2.4M	+412%	47k	51.04	View chart
Oracle Corp Stock (ORCL)	0.2	$2.4M	-9%	8.5k	281.25	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.4M	+159%	35k	67.26	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.2	$2.4M	-8%	98k	23.93	View chart
American Express Stock (AXP)	0.2	$2.4M	+183%	7.1k	332.16	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.3M	-11%	82k	28.31	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.3M	+4%	27k	84.60	View chart
Rtx Corporation Stock (RTX)	0.2	$2.3M	-6%	14k	167.33	View chart
Wells Fargo Stock (WFC)	0.2	$2.3M	+15%	27k	83.82	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.2	$2.3M	+8%	45k	50.15	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.2M	+56%	10k	215.79	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$2.2M	+9%	41k	53.40	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.1M	+35%	7.7k	279.31	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.1M	+4%	8.8k	241.97	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$2.1M	NEW	15k	136.85	View chart
Wisdomtree Cybersecurity Fund Etf (WCBR)	0.1	$2.1M	NEW	66k	31.38	View chart
American Tower Corp Reit (AMT)	0.1	$2.1M	+113%	11k	192.32	View chart
Tjx Cos Stock (TJX)	0.1	$2.0M	-3%	14k	144.54	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$2.0M	+98%	21k	95.47	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.0M	+11%	31k	65.26	View chart
Amgen Stock (AMGN)	0.1	$2.0M	+6%	7.1k	282.19	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.1	$2.0M	NEW	63k	31.19	View chart
Abbott Labs Stock (ABT)	0.1	$1.9M	+18%	15k	133.94	View chart
Stellus Cap Invt Corp Cef (SCM)	0.1	$1.9M	+390%	146k	13.06	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.9M	-3%	13k	148.61	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.9M	-28%	77k	24.72	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.1	$1.9M	NEW	50k	37.20	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.1	$1.8M	+5%	35k	53.19	View chart
Qualcomm Stock (QCOM)	0.1	$1.8M	-25%	11k	166.36	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.8M	-48%	9.4k	192.73	View chart
Yieldmax Tsla Option Income Strategy Etf Etf (TSLY)	0.1	$1.8M	-12%	192k	9.43	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$1.8M	+16%	69k	25.90	View chart
Fortinet Stock (FTNT)	0.1	$1.8M	+52%	21k	84.08	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$1.8M	+87%	32k	55.71	View chart
Caterpillar Stock (CAT)	0.1	$1.8M		3.7k	477.10	View chart
Ft Vest Nasdaq-100 Conservative Buffer Etf - July Etf (QCJL)	0.1	$1.7M	NEW	75k	23.28	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.7M	+15%	30k	57.52	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.7M		13k	133.90	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$1.7M	+72%	32k	53.66	View chart
Innovator Growth Accelerated Plus Etf - April Etf (QTAP)	0.1	$1.7M	+14%	39k	43.72	View chart
Medical Pptys Trust Reit (MPW)	0.1	$1.7M	-17%	337k	5.07	View chart
Cummins Stock (CMI)	0.1	$1.7M	-14%	4.0k	422.40	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$1.7M	+4%	50k	33.53	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.7M	+84%	4.7k	355.47	View chart
At&t Stock (T)	0.1	$1.7M	-52%	59k	28.24	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.7M	-19%	3.3k	499.17	View chart
Flowco Hldgs Inc Com Cl A Stock (FLOC)	0.1	$1.6M	NEW	110k	14.85	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$1.6M	+688%	48k	34.16	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.6M	+50%	3.4k	468.35	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.6M		31k	52.43	View chart
Slr Investment Corp Cef (SLRC)	0.1	$1.6M		104k	15.29	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$1.6M	+14%	61k	26.07	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.6M	-13%	2.1k	763.07	View chart
Bank America Corp Stock (BAC)	0.1	$1.6M	+2%	30k	51.59	View chart
Ge Aerospace Stock (GE)	0.1	$1.6M	+14%	5.2k	300.79	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$1.5M	-27%	41k	37.70	View chart
Oreilly Automotive Stock (ORLY)	0.1	$1.5M	+2130%	14k	107.81	View chart
Booking Holdings Stock (BKNG)	0.1	$1.5M	-9%	279.00	5398.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.5M	-2%	5.5k	271.12	View chart
Innovator Growth Accelerated Plus Etf - October Etf (QTOC)	0.1	$1.5M	-9%	45k	33.23	View chart
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF)	0.1	$1.5M	+10%	19k	77.78	View chart
Ge Vernova Stock (GEV)	0.1	$1.5M	+82%	2.4k	614.91	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.1	$1.5M	-10%	31k	46.82	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M	-17%	5.8k	251.30	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$1.5M	-19%	47k	31.29	View chart
Conocophillips Stock (COP)	0.1	$1.4M	-5%	15k	94.59	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.4M		21k	67.06	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.4M	-37%	7.9k	178.72	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$1.4M	-13%	14k	104.80	View chart
Nextera Energy Stock (NEE)	0.1	$1.4M	-6%	19k	75.49	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$1.4M	NEW	9.3k	151.09	View chart
Moodys Corp Stock (MCO)	0.1	$1.4M	+2715%	2.9k	476.52	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.4M	+18%	13k	104.51	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.4M	-2%	4.7k	293.50	View chart
L3harris Technologies Stock (LHX)	0.1	$1.4M		4.5k	305.38	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.4M	+13%	5.5k	246.59	View chart
Micron Technology Stock (MU)	0.1	$1.3M	+13%	8.1k	167.33	View chart
Fidelity Sustainable High Yield Etf Etf (FSYD)	0.1	$1.3M	+5%	28k	48.64	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.3M	-26%	16k	81.94	View chart
Sable Offshore Corp Stock (SOC)	0.1	$1.3M		76k	17.46	View chart
Hershey Stock (HSY)	0.1	$1.3M	+248%	7.1k	187.04	View chart
Honeywell Intl Stock (HON)	0.1	$1.3M	+4%	6.2k	210.51	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$1.3M	+2%	16k	81.19	View chart
Williams Cos Stock (WMB)	0.1	$1.3M	+2906%	21k	63.35	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.3M	+19%	19k	66.87	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.1	$1.3M	+57%	17k	76.34	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.3M	+75%	1.6k	825.42	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - Jan Etf (GJAN)	0.1	$1.3M	+1343%	31k	41.67	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$1.3M	-19%	24k	52.82	View chart
Pfizer Stock (PFE)	0.1	$1.3M	-30%	49k	25.48	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$1.3M	+137%	26k	49.31	View chart
Gilead Sciences Stock (GILD)	0.1	$1.3M	-32%	11k	111.00	View chart
Boeing Stock (BA)	0.1	$1.3M	-11%	5.8k	215.83	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.2M	-31%	22k	57.10	View chart
Crescent Energy Company Cl A Stock (CRGY)	0.1	$1.2M	+382%	137k	8.92	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.1	$1.2M	-4%	32k	37.78	View chart
Eaton Corp Stock (ETN)	0.1	$1.2M	+43%	3.2k	374.25	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$1.2M	+6%	13k	89.37	View chart
Union Pac Corp Stock (UNP)	0.1	$1.2M	+2%	5.0k	236.37	View chart
Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL)	0.1	$1.2M	-42%	25k	46.70	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.2M	+58%	21k	55.49	View chart
Disney Walt Stock (DIS)	0.1	$1.2M	+37%	10k	114.50	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$1.2M	-18%	14k	83.53	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.1M	-4%	12k	96.55	View chart
Sherwin Williams Stock (SHW)	0.1	$1.1M	-6%	3.3k	346.22	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.1M	+29%	27k	42.37	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.1	$1.1M	+20%	21k	52.89	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.1	$1.1M	+89%	16k	68.87	View chart
Fidelity Preferred Securities & Income Etf Etf (FPFD)	0.1	$1.1M		50k	22.07	View chart
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ)	0.1	$1.1M	NEW	21k	52.46	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$1.1M	+38%	21k	53.58	View chart
Adobe Stock (ADBE)	0.1	$1.1M	+13%	3.1k	352.69	View chart
Home Bancshares Stock (HOMB)	0.1	$1.1M	+255%	39k	28.30	View chart
Caseys Gen Stores Stock (CASY)	0.1	$1.1M	+3%	1.9k	565.27	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.1	$1.1M	+22%	7.4k	145.87	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.1M	+2%	15k	71.53	View chart
Snowflake Stock (SNOW)	0.1	$1.1M	-15%	4.7k	225.55	View chart
Tractor Supply Stock (TSCO)	0.1	$1.0M	+2%	18k	56.87	View chart
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)	0.1	$1.0M	+6%	31k	33.21	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.0M	-54%	7.3k	142.10	View chart
Prudential Finl Stock (PRU)	0.1	$1.0M	-31%	10k	103.74	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.0M	+357%	4.6k	220.84	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$1.0M	-2%	3.3k	309.77	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.0M	+20%	5.0k	203.62	View chart
Alerian Mlp Etf Etf (AMLP)	0.1	$1.0M	+17%	22k	46.93	View chart
Enbridge Stock (ENB)	0.1	$1.0M	-17%	20k	50.46	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$1.0M	+263%	21k	49.01	View chart
Oneok Stock (OKE)	0.1	$1.0M	+38%	14k	72.97	View chart
Dow Stock (DOW)	0.1	$999k	-7%	44k	22.93	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.1	$994k	+4415%	23k	44.20	View chart
Hca Healthcare Stock (HCA)	0.1	$992k	-5%	2.3k	426.19	View chart
Capital Southwest Corp Cef (CSWC)	0.1	$986k	+21%	45k	21.86	View chart
Realty Income Corp Reit (O)	0.1	$967k	+8%	16k	60.79	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.1	$958k	+2326%	13k	73.29	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$955k	NEW	9.3k	102.99	View chart
Morgan Stanley Stock (MS)	0.1	$947k	-9%	6.0k	158.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$944k	+7%	1.9k	490.38	View chart
Fair Isaac Corp Stock (FICO)	0.1	$943k	-20%	630.00	1497.31	View chart
Blackrock Stock (BLK)	0.1	$943k		808.00	1166.52	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$941k	+15%	8.6k	108.96	View chart
Nike Inc Cl B Stock (NKE)	0.1	$940k	+216%	14k	69.73	View chart

Past Filings by Sunbelt Securities

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

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
Sunbelt Securities 2021 Q4 filed Feb. 14, 2022

View all past filings

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