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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, AAPL, MSFT, AVGO, and represent 23.25% of Sunbelt Securities's stock portfolio.
Added to shares of these 10 stocks: SNDK (+$12M), MU (+$5.1M), SCHV, FDEM, IJR, BPRE, CGMS, TLN, MCK, HCA.
Started 340 new stock positions in Z, HTD, HRI, ARAY, DDD, GEO, BNTC, CHRW, GWRE, ONON.
Reduced shares in these 10 stocks: NVDA (-$6.7M), XOM, FQAL, SCHD, BSTP, PLTR, IYC, VZ, PSTP, IREN.
Sold out of its positions in ARLP, OPTU, AMRN, AEO, AMWD, APLS, APOG, APPF, AHRT, ABG.
Sunbelt Securities was a net buyer of stock by $45M.
Sunbelt Securities has $1.6B in assets under management (AUM), dropping by 5.65%.
Central Index Key (CIK): 0001632932

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Portfolio Holdings for Sunbelt Securities

Sunbelt Securities holds 2954 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sunbelt Securities has 2954 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sunbelt Securities March 31, 2026 positions
Download the Sunbelt Securities March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	14.5	$229M		1.4M	169.66	View chart
Nvidia Corporation Stock (NVDA)	3.3	$52M	-11%	300k	174.40	View chart
Apple Stock (AAPL)	2.0	$32M		126k	253.79	View chart
Microsoft Corp Stock (MSFT)	1.8	$29M	+3%	79k	370.17	View chart
Broadcom Stock (AVGO)	1.6	$26M		83k	309.51	View chart
Ishares Gold Trust Etf (IAU)	1.4	$22M	-3%	254k	88.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$22M		38k	577.19	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.4	$22M	+2%	745k	29.13	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.3	$21M		183k	113.11	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.3	$20M	+4%	31k	653.20	View chart
Bluerock Pvt Real Estate Cef (BPRE)	1.2	$20M	+15%	1.2M	16.61	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	1.2	$19M	-3%	165k	116.29	View chart
Amazon Stock (AMZN)	1.2	$19M		89k	208.27	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	1.0	$16M	+2%	468k	33.47	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	1.0	$16M	+25%	511k	30.50	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$15M		24k	650.33	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.9	$14M	+19%	516k	27.23	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$12M	+3%	43k	286.86	View chart
Sandisk Corp Stock (SNDK)	0.8	$12M	+325666%	20k	635.34	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.8	$12M	-11%	83k	146.28	View chart
Innovator Power Buffer Step-up Strategy Etf Etf (PSTP)	0.7	$11M	-9%	327k	34.47	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$11M		38k	287.56	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$10M		113k	90.53	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.6	$10M	+37%	81k	124.31	View chart
Johnson & Johnson Stock (JNJ)	0.6	$9.6M	-3%	39k	244.44	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$9.6M	+3%	330k	29.08	View chart
Procter & Gamble Stock (PG)	0.6	$9.5M		66k	144.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$9.4M	-4%	20k	479.21	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.6	$9.2M	-9%	44k	211.15	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.6	$9.2M	+3%	297k	30.96	View chart
Tesla Stock (TSLA)	0.6	$9.1M	+2%	25k	371.75	View chart
Merck & Co Stock (MRK)	0.6	$9.1M		76k	120.29	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$9.0M		16k	572.13	View chart
Abbvie Stock (ABBV)	0.6	$8.8M		40k	217.49	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$8.5M		122k	70.18	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$8.4M	-2%	222k	37.84	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.5	$8.4M		218k	38.42	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$8.1M	+4%	28k	294.16	View chart
Coca Cola Stock (KO)	0.5	$8.0M		106k	76.05	View chart
Micron Technology Stock (MU)	0.5	$7.6M	+206%	23k	337.84	View chart
Visa Inc Com Cl A Stock (V)	0.5	$7.4M		25k	302.24	View chart
Innovator Buffer Step-up Strategy Etf Etf (BSTP)	0.5	$7.4M	-17%	206k	36.01	View chart
Walmart Stock (WMT)	0.4	$6.8M	-3%	55k	124.28	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.4	$6.4M	+26%	63k	101.77	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	0.4	$6.3M	+81%	198k	31.58	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$6.0M	+7%	42k	142.43	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.4	$5.8M		58k	100.62	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.4	$5.8M	+17%	172k	33.81	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.4	$5.8M		40k	145.94	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$5.8M	+15%	43k	135.72	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$5.8M	-28%	189k	30.68	View chart
Philip Morris Intl Stock (PM)	0.4	$5.7M		35k	165.34	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$5.7M		5.7k	996.45	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.4	$5.7M		113k	50.37	View chart
Chevron Corporation Stock (CVX)	0.3	$5.5M	-2%	27k	206.90	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.3	$5.5M	+43%	186k	29.42	View chart
Altria Group Stock (MO)	0.3	$5.4M		82k	65.99	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.3	$5.2M	-34%	72k	72.60	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	0.3	$5.1M	+3%	128k	39.48	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.3	$5.0M		35k	144.71	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$5.0M	+7%	26k	191.92	View chart
Netflix Stock (NFLX)	0.3	$4.9M	+34%	51k	96.15	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$4.9M		143k	34.41	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.3	$4.9M	-15%	58k	84.91	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$4.6M	+2%	6.6k	697.72	View chart
Innovator Premium Income 30 Barrier Etf - January Etf (JANJ)	0.3	$4.6M	-3%	189k	24.24	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$4.5M	+5%	138k	32.95	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.3	$4.5M	-4%	41k	110.78	View chart
Valero Energy Corp Stock (VLO)	0.3	$4.4M		18k	247.09	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.3	$4.3M		105k	41.09	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	0.3	$4.3M	-2%	80k	53.43	View chart
Ares Capital Corp Cef (ARCC)	0.3	$4.1M	+37%	229k	18.02	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.3	$4.1M	+16%	36k	114.91	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.3	$4.1M	+5%	212k	19.30	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.0M	-6%	13k	310.78	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL)	0.2	$4.0M		97k	40.78	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$3.9M		22k	181.42	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.2	$3.8M	+2%	18k	208.05	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$3.8M		46k	83.77	View chart
International Business Machs Stock (IBM)	0.2	$3.7M	+5%	15k	242.40	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$3.7M		22k	164.13	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.2	$3.6M		92k	39.42	View chart
Victoryshares Free Cash Flow Growth Etf Etf (GFLW)	0.2	$3.6M	+4%	138k	26.30	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$3.5M	-7%	35k	102.25	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$3.5M		82k	42.54	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$3.4M	+3%	84k	40.19	View chart
Blackstone Stock (BX)	0.2	$3.3M	+3%	29k	114.99	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$3.2M	+3%	24k	132.90	View chart
Yieldmax Nvda Option Income Strategy Etf Etf (NVDY)	0.2	$3.2M		247k	12.98	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.2M		3.7k	845.99	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$3.1M	+5%	9.2k	337.94	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.2	$3.1M	-4%	65k	47.37	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$3.1M	+10%	49k	62.68	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$3.1M		20k	155.11	View chart
Cisco Sys Stock (CSCO)	0.2	$3.0M		39k	77.59	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.2	$3.0M	+6%	31k	94.73	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$3.0M		14k	218.75	View chart
Hca Healthcare Stock (HCA)	0.2	$3.0M	+171%	6.2k	473.23	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.8M	-5%	5.6k	499.70	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.8M	+9%	41k	68.28	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR)	0.2	$2.8M	-26%	67k	41.69	View chart
3M Stock (MMM)	0.2	$2.8M		19k	145.23	View chart
Pepsico Stock (PEP)	0.2	$2.8M		18k	155.29	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.8M		83k	33.53	View chart
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)	0.2	$2.8M	-9%	97k	28.43	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$2.8M	+13%	49k	56.79	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.2	$2.7M	+112%	73k	37.20	View chart
Amgen Stock (AMGN)	0.2	$2.7M		7.7k	351.84	View chart
Ge Vernova Stock (GEV)	0.2	$2.7M	+21%	3.1k	872.92	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.2	$2.6M		63k	41.72	View chart
Comfort Sys Usa Stock (FIX)	0.2	$2.6M	+3%	1.9k	1379.00	View chart
Rtx Corporation Stock (RTX)	0.2	$2.6M		13k	192.90	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$2.5M		4.3k	597.56	View chart
Caterpillar Stock (CAT)	0.2	$2.5M		3.6k	708.37	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$2.5M	+44%	7.7k	328.67	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$2.5M	+42%	46k	55.24	View chart
Markel Group Stock (MKL)	0.2	$2.5M		1.3k	1914.07	View chart
Gaming & Leisure P Reit (GLPI)	0.2	$2.5M	+2%	56k	44.37	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.5M	-2%	5.3k	463.18	View chart
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX)	0.2	$2.4M	+40%	49k	50.04	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.2	$2.4M	+7%	48k	50.41	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.2	$2.4M	-2%	74k	32.95	View chart
Tjx Cos Stock (TJX)	0.2	$2.4M	+6%	15k	159.70	View chart
Mckesson Corp Stock (MCK)	0.2	$2.4M	+409%	2.8k	865.49	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.2	$2.4M	-6%	63k	38.11	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.2	$2.4M	+20%	15k	163.58	View chart
Talen Energy Corp Stock (TLN)	0.1	$2.3M	+2932%	7.2k	319.23	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	0.1	$2.3M		61k	37.34	View chart
Fastly Inc Cl A Stock (FSLY)	0.1	$2.3M	+9%	78k	29.06	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$2.2M	+2%	5.1k	436.76	View chart
American Express Stock (AXP)	0.1	$2.2M	+3%	7.4k	302.46	View chart
Marathon Pete Corp Stock (MPC)	0.1	$2.2M		9.1k	244.17	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.1M		3.5k	604.44	View chart
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ)	0.1	$2.1M	+22%	43k	49.49	View chart
Wells Fargo & Co Stock (WFC)	0.1	$2.1M	-5%	27k	79.61	View chart
Parsons Corp Del Stock (PSN)	0.1	$2.1M	+4%	39k	54.17	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.1M		31k	67.53	View chart
Home Depot Stock (HD)	0.1	$2.1M	-2%	6.3k	328.87	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$2.1M		40k	50.98	View chart
Lam Research Corp Stock (LRCX)	0.1	$2.0M	-8%	9.6k	213.67	View chart
Crescent Energy Company Cl A Stock (CRGY)	0.1	$2.0M		151k	13.50	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$2.0M		22k	93.98	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.1	$2.0M		48k	41.41	View chart
Kensington Credit Opportunities Etf Etf (KAMO)	0.1	$2.0M		80k	24.68	View chart
Verizon Communications Stock (VZ)	0.1	$2.0M	-37%	39k	50.20	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$2.0M	+31%	40k	48.71	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$2.0M		58k	34.02	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.9M	+9%	2.1k	919.62	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.9M	-13%	7.6k	247.99	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.9M	-31%	28k	68.14	View chart
Fidelity Sustainable High Yield Etf Etf (FSYD)	0.1	$1.9M	+29%	39k	47.90	View chart
Slr Investment Corp Cef (SLRC)	0.1	$1.9M	+15%	131k	14.31	View chart
Stellus Cap Invt Corp Cef (SCM)	0.1	$1.9M	+31%	203k	9.21	View chart
Dow Hldgs Stock (DOW)	0.1	$1.9M		45k	41.65	View chart
Conocophillips Stock (COP)	0.1	$1.9M	+20%	14k	132.00	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.1	$1.8M		35k	53.37	View chart
Ishares U.s. Utilities Etf Etf (IDU)	0.1	$1.8M	+109%	16k	116.11	View chart
Arbor Realty Trust Reit (ABR)	0.1	$1.8M	+24%	229k	7.71	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.8M		31k	57.64	View chart
Spdr Gold Shares Etf (GLD)	0.1	$1.8M	-13%	4.1k	430.29	View chart
Akre Focus Etf Etf (AKRE)	0.1	$1.7M	-3%	33k	52.85	View chart
L3harris Technologies Stock (LHX)	0.1	$1.7M	+12%	4.9k	345.16	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.7M	+140%	17k	100.66	View chart
Cummins Stock (CMI)	0.1	$1.7M	-8%	3.1k	538.07	View chart
Gilead Sciences Stock (GILD)	0.1	$1.7M	+5%	12k	139.37	View chart
Nextera Energy Stock (NEE)	0.1	$1.7M		18k	92.88	View chart
Ge Aerospace Stock (GE)	0.1	$1.7M	+10%	6.0k	283.76	View chart
Caseys Gen Stores Stock (CASY)	0.1	$1.7M	+24%	2.3k	727.73	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$1.7M	+14%	33k	50.12	View chart
Ft Vest Nasdaq-100 Conservative Buffer Etf - July Etf (QCJL)	0.1	$1.6M		70k	23.40	View chart
Qualcomm Stock (QCOM)	0.1	$1.6M	+16%	13k	128.78	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$1.6M	-3%	47k	34.91	View chart
American Tower Corp Reit (AMT)	0.1	$1.6M		9.5k	172.58	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.6M		7.6k	215.05	View chart
At&t Stock (T)	0.1	$1.6M	-6%	55k	28.99	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$1.6M	+62%	47k	33.77	View chart
Medical Properties Trust Reit (MPT)	0.1	$1.6M		340k	4.63	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$1.6M	+22%	28k	57.20	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.6M	-9%	18k	86.52	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$1.6M	+15%	65k	23.69	View chart
Innovator Growth Accelerated Plus Etf - April Etf (QTAP)	0.1	$1.5M	-9%	33k	45.35	View chart
Oreilly Automotive Stock (ORLY)	0.1	$1.5M	+3%	16k	92.31	View chart
Williams Cos Stock (WMB)	0.1	$1.5M		21k	72.78	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.5M	+86%	9.4k	160.32	View chart
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF)	0.1	$1.5M	+9%	21k	71.39	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$1.5M	+22%	13k	118.62	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.5M	+283%	5.4k	270.58	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.1	$1.5M		41k	35.59	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$1.4M		30k	48.75	View chart
Abbott Laboratories Stock (ABT)	0.1	$1.4M	-2%	14k	102.67	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.4M	+32%	83k	17.22	View chart
Wisdomtree Cybersecurity Fund Etf (WCBR)	0.1	$1.4M	-27%	57k	24.95	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.1	$1.4M	-20%	69k	20.46	View chart
Honeywell Intl Stock (HON)	0.1	$1.4M		6.2k	226.01	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$1.4M	-21%	53k	26.27	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.4M	+7%	14k	98.38	View chart
Lowes Cos Stock (LOW)	0.1	$1.4M	+2%	5.9k	236.29	View chart
Oneok Stock (OKE)	0.1	$1.4M	+6%	15k	90.39	View chart
Oracle Corp Stock (ORCL)	0.1	$1.4M	+14%	9.4k	147.11	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$1.4M	+5%	27k	50.16	View chart
Innovator Premium Income 20 Barrier Etf - January Etf (JANH)	0.1	$1.4M	+97%	57k	23.98	View chart
Thrivent Small-mid Cap Equity Etf Etf (TSME)	0.1	$1.3M	+70%	32k	41.58	View chart
Pennantpark Invt Corp Cef (PNNT)	0.1	$1.3M	+69%	298k	4.49	View chart
Pfizer Stock (PFE)	0.1	$1.3M		48k	28.08	View chart
Boeing Stock (BA)	0.1	$1.3M	+2%	6.7k	199.03	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$1.3M		42k	31.28	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.1	$1.3M	+52%	50k	26.26	View chart
Moodys Corp Stock (MCO)	0.1	$1.3M	+3%	3.0k	436.22	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$1.3M	+19%	19k	70.27	View chart
Corning Stock (GLW)	0.1	$1.3M	-5%	9.6k	135.97	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.1	$1.3M	-10%	27k	47.91	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.3M	-5%	14k	93.00	View chart
Fidelity Enhanced Large Cap Growth Etf Etf (FELG)	0.1	$1.3M	-14%	35k	37.49	View chart
Booking Holdings Stock (BKNG)	0.1	$1.3M	+24%	305.00	4213.17	View chart
Hershey Stock (HSY)	0.1	$1.3M	-11%	6.2k	207.91	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.3M		13k	97.91	View chart
Eaton Corp Stock (ETN)	0.1	$1.2M		3.4k	357.67	View chart
Analog Devices Stock (ADI)	0.1	$1.2M		3.8k	318.16	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.1	$1.2M	+62%	55k	22.33	View chart
Fortinet Stock (FTNT)	0.1	$1.2M		15k	81.72	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.2M	+47%	19k	62.94	View chart
Union Pac Corp Stock (UNP)	0.1	$1.2M		5.0k	242.62	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.1	$1.2M	+31%	47k	25.55	View chart
Sable Offshore Corp Stock (SOC)	0.1	$1.2M	+7%	72k	16.52	View chart
Camden Ppty Tr Sh Ben Int Reit (CPT)	0.1	$1.2M	+1852%	12k	97.66	View chart
Ross Stores Stock (ROST)	0.1	$1.2M		5.5k	216.63	View chart
Innovator Growth Accelerated Plus Etf - October Etf (QTOC)	0.1	$1.2M	-7%	36k	33.15	View chart
Yieldmax Tsla Option Income Strategy Etf Etf (TSLY)	0.1	$1.2M		39k	29.99	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.2M	+28%	26k	45.23	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.1	$1.2M	+177%	57k	20.36	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.2M	+13%	12k	97.13	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.1	$1.1M	-2%	22k	53.40	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$1.1M	-24%	14k	79.56	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.1M	+6%	4.9k	229.77	View chart
Innovator U.s. Small Cap Power Buffer Etf - October Etf (KOCT)	0.1	$1.1M	+24%	33k	33.93	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$1.1M	+42311%	3.8k	292.73	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.1M	+8%	2.6k	426.38	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.1M		7.3k	151.41	View chart
Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL)	0.1	$1.1M	-8%	23k	46.74	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.1M	+5%	19k	56.68	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.1	$1.1M	+8%	27k	40.80	View chart
Morgan Stanley Stock (MS)	0.1	$1.1M	+9%	6.6k	164.58	View chart
Counterpoint Quantitative Equity Etf Etf (CPAI)	0.1	$1.1M	+88%	26k	41.79	View chart
Enbridge Stock (ENB)	0.1	$1.1M		20k	54.14	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$1.1M	NEW	5.4k	197.20	View chart
Sherwin Williams Stock (SHW)	0.1	$1.0M	+3%	3.3k	320.58	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.0M	+17%	18k	58.18	View chart
Innovator Nasdaq-100 Power Buffer Etf- October Etf (NOCT)	0.1	$1.0M	+34%	18k	56.37	View chart
Home Bancshares Stock (HOMB)	0.1	$1.0M		39k	26.93	View chart
Brown & Brown Stock (BRO)	0.1	$1.0M	+72%	16k	65.21	View chart

Past Filings by Sunbelt Securities

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

Sunbelt Securities 2026 Q1 filed May 18, 2026
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

View all past filings

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