Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sunbelt Securities

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

Top 5 stock holdings are XOM, NVDA, MSFT, AAPL, IVV, and represent 18.92% of Sunbelt Securities's stock portfolio.
Added to shares of these 10 stocks: XOM (+$69M), SCHG (+$14M), MSFT (+$13M), SCHD (+$8.4M), CGMS (+$6.4M), TSLA (+$6.1M), KO, PLTR, QQQ, SCHM.
Started 114 new stock positions in PFI, TCRT, AVLV, ILTB, IBLC, CGCP, RFLR, BBHY, EXEEL, ITDC.
Reduced shares in these 10 stocks: IEUR, QTJA, TLT, C, GFEB, IAU, LLY, ET, V, JANJ.
Sold out of its positions in BIRD, AMR, AEE, AME, APLE, Arista Networks, AIZ, Avangrid, AZEK, Microsectors Fang Index 3x Leveraged Etn.
Sunbelt Securities was a net buyer of stock by $141M.
Sunbelt Securities has $1.1B in assets under management (AUM), dropping by 11.30%.
Central Index Key (CIK): 0001632932

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Sunbelt Securities

Sunbelt Securities holds 1815 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Sunbelt Securities has 1815 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sunbelt Securities Dec. 31, 2024 positions
Download the Sunbelt Securities December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Stock (XOM)	7.5	$85M	+433%	805k	105.76	View chart
Nvidia Corporation Stock (NVDA)	4.2	$48M	+2%	351k	137.49	View chart
Microsoft Corp Stock (MSFT)	2.6	$30M	+73%	70k	424.83	View chart
Apple Stock (AAPL)	2.6	$30M	+2%	118k	252.20	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.9	$22M	-3%	37k	590.98	View chart
Amazon Stock (AMZN)	1.8	$20M		91k	221.30	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.7	$19M	+262%	672k	28.14	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.6	$19M		181k	102.42	View chart
Broadcom Stock (AVGO)	1.5	$17M		73k	235.58	View chart
Tesla Stock (TSLA)	1.3	$15M	+70%	35k	417.41	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	1.2	$13M	+10%	422k	31.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$13M	+49%	26k	515.60	View chart
Ishares Gold Trust Etf (IAU)	1.1	$12M	-16%	252k	49.22	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.0	$12M	+257%	428k	27.23	View chart
Procter And Gamble Stock (PG)	1.0	$11M	+38%	68k	167.09	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$9.4M		49k	191.24	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.8	$9.1M	+15%	48k	190.63	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.7	$8.5M	-2%	241k	35.08	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$8.4M	+4%	14k	591.22	View chart
Innovator Power Buffer Step-up Strategy Etf Etf (PSTP)	0.7	$8.4M	+8%	261k	32.11	View chart
Abbvie Stock (ABBV)	0.7	$8.2M		47k	176.20	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.7	$8.2M	-2%	14k	588.24	View chart
Johnson & Johnson Stock (JNJ)	0.7	$8.0M	+11%	56k	143.34	View chart
Merck & Co Stock (MRK)	0.7	$7.7M	+54%	79k	98.37	View chart
Innovator Buffer Step-up Strategy Etf Etf (BSTP)	0.7	$7.6M	+15%	228k	33.39	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$7.3M	+84%	284k	25.84	View chart
Visa Inc Com Cl A Stock (V)	0.6	$7.3M	-20%	23k	315.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$7.0M	+5%	29k	239.32	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.6	$6.8M	+171%	247k	27.67	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$6.8M		36k	192.69	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$6.7M	+50%	96k	70.32	View chart
Enterprise Prods Partners Stock (EPD)	0.6	$6.6M	-12%	213k	31.20	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.6	$6.6M	-3%	100k	65.60	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.6	$6.5M	+25%	59k	110.21	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.6	$6.4M	NEW	236k	27.31	View chart
Costco Whsl Corp Stock (COST)	0.6	$6.4M	+4%	7.0k	922.23	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.6	$6.3M	+12%	83k	76.71	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$6.1M	+2%	53k	114.97	View chart
Yieldmax Nvda Option Income Strategy Etf Etf (NVDY)	0.5	$6.0M	+42%	253k	23.76	View chart
Innovator Premium Income 30 Barrier Etf - January Etf (JANJ)	0.5	$5.7M	-24%	226k	25.00	View chart
Coca Cola Stock (KO)	0.5	$5.4M	+742%	87k	62.03	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.5	$5.2M		57k	91.07	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.4	$5.1M	+42%	54k	95.30	View chart
Chevron Corp Stock (CVX)	0.4	$5.1M	-2%	36k	143.07	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.4	$5.0M	+276%	38k	131.66	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$5.0M		82k	61.24	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.4	$4.9M		157k	31.33	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.4	$4.9M	+8%	36k	135.58	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$4.9M	+3111%	63k	77.18	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.4	$4.8M	+8%	52k	92.51	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$4.7M	-3%	36k	129.04	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.4	$4.7M	+56%	180k	25.95	View chart
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)	0.4	$4.6M	-49%	185k	25.10	View chart
Altria Group Stock (MO)	0.4	$4.4M	+27%	85k	52.08	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$4.3M		39k	111.62	View chart
Verizon Communications Stock (VZ)	0.4	$4.3M		108k	39.60	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$4.1M	-6%	9.0k	452.18	View chart
Walmart Stock (WMT)	0.3	$3.8M	+3%	42k	90.57	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - October Etf (GOCT)	0.3	$3.7M	NEW	106k	35.12	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.3	$3.6M	-8%	23k	161.00	View chart
3M Stock (MMM)	0.3	$3.5M	+4%	27k	129.13	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.3	$3.5M	-38%	178k	19.57	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$3.4M	-32%	6.5k	525.56	View chart
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)	0.3	$3.4M	-48%	91k	37.41	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$3.4M	+60%	5.4k	627.61	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.3	$3.4M	+28257%	134k	25.14	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR)	0.3	$3.3M	-7%	89k	37.54	View chart
Netflix Stock (NFLX)	0.3	$3.3M	-2%	3.6k	900.43	View chart
Yieldmax Tsla Option Income Strategy Etf Etf (TSLY)	0.3	$3.2M	+7%	220k	14.73	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.3	$3.2M	-4%	91k	35.29	View chart
Pepsico Stock (PEP)	0.3	$3.1M		20k	151.72	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$3.0M		80k	37.43	View chart
Mcdonalds Corp Stock (MCD)	0.3	$3.0M	+7%	10k	289.61	View chart
Valero Energy Corp Stock (VLO)	0.3	$2.9M		25k	119.59	View chart
Servicenow Stock (NOW)	0.3	$2.9M	-9%	2.7k	1067.74	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$2.9M		109k	26.73	View chart
International Business Machs Stock (IBM)	0.3	$2.8M	+16%	13k	220.25	View chart
At&t Stock (T)	0.3	$2.8M	-19%	126k	22.61	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.2	$2.7M		15k	186.74	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$2.6M	-13%	11k	234.48	View chart
Philip Morris Intl Stock (PM)	0.2	$2.6M	+328%	22k	120.01	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.2	$2.6M	-9%	107k	24.07	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.6M		6.0k	425.74	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$2.6M	+7%	38k	67.76	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.2	$2.6M	+6%	68k	37.35	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.5M	+2%	93k	27.36	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.2	$2.5M	+18%	107k	23.56	View chart
Fidelity Emerging Markets Multifactor Etf Etf (FDEM)	0.2	$2.5M	+19%	99k	25.36	View chart
Intel Corp Stock (INTC)	0.2	$2.5M		127k	19.82	View chart
Marathon Pete Corp Stock (MPC)	0.2	$2.5M		18k	135.60	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$2.5M		22k	114.82	View chart
Home Depot Stock (HD)	0.2	$2.5M	+2%	6.3k	389.43	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.2	$2.4M	+289%	69k	35.17	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.4M	+3%	26k	90.58	View chart
Cisco Sys Stock (CSCO)	0.2	$2.4M		40k	59.19	View chart
Advanced Micro Devices Stock (AMD)	0.2	$2.3M		19k	122.44	View chart
Blackstone Stock (BX)	0.2	$2.3M	+95%	14k	172.05	View chart
Arista Networks Stock (ANET)	0.2	$2.3M	NEW	21k	111.45	View chart
Qualcomm Stock (QCOM)	0.2	$2.3M		15k	154.58	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.2	$2.2M		61k	36.06	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$2.2M	+6%	15k	145.71	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL)	0.2	$2.2M		59k	36.76	View chart
Innovator U.s. Equity Buffer Etf - April Etf (BAPR)	0.2	$2.2M		49k	44.51	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$2.1M		16k	130.92	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$2.1M	-3%	17k	125.32	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.0M	+7%	4.1k	483.36	View chart
Citigroup Stock (C)	0.2	$2.0M	-65%	28k	70.39	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.2	$1.9M	-30%	42k	45.91	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.2	$1.9M	-5%	57k	33.36	View chart
Pfizer Stock (PFE)	0.2	$1.9M	+19%	71k	26.42	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$1.9M	-15%	4.5k	414.18	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$1.9M	-22%	8.4k	220.69	View chart
Dow Stock (DOW)	0.2	$1.9M	+41%	47k	39.44	View chart
Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL)	0.2	$1.8M		44k	42.13	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$1.8M		32k	57.96	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$1.8M	+7%	11k	174.91	View chart
Paypal Hldgs Stock (PYPL)	0.2	$1.8M	-4%	22k	85.43	View chart
Eli Lilly & Co Stock (LLY)	0.2	$1.8M	-56%	2.4k	773.73	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.2	$1.8M	+13%	16k	116.16	View chart
Sable Offshore Corp Stock (SOC)	0.2	$1.8M		75k	23.80	View chart
Tjx Cos Stock (TJX)	0.2	$1.8M		15k	121.09	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.2	$1.8M	+10%	39k	44.98	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$1.8M	-14%	41k	42.62	View chart
Blackstone Secd Lending Cef (BXSL)	0.2	$1.7M	+6%	53k	33.07	View chart
Amgen Stock (AMGN)	0.2	$1.7M	+43%	6.7k	259.29	View chart
Lowes Cos Stock (LOW)	0.2	$1.7M		7.0k	246.73	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$1.7M	+17%	28k	62.17	View chart
Prudential Finl Stock (PRU)	0.2	$1.7M	-3%	15k	118.15	View chart
Slr Investment Corp Cef (SLRC)	0.2	$1.7M	+4%	106k	16.26	View chart
Rtx Corporation Stock (RTX)	0.2	$1.7M	-9%	15k	115.22	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.7M	-7%	4.8k	352.52	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - January Etf (XBJA)	0.1	$1.7M	-9%	58k	28.76	View chart
Wells Fargo Stock (WFC)	0.1	$1.6M		23k	70.41	View chart
Cummins Stock (CMI)	0.1	$1.6M		4.7k	348.42	View chart
Gaming & Leisure Pptys Reit (GLPI)	0.1	$1.6M		34k	47.73	View chart
Fair Isaac Corp Stock (FICO)	0.1	$1.6M		795.00	2014.48	View chart
Innovator Growth-100 Power Buffer Etf - January Etf (NJAN)	0.1	$1.6M	+3%	33k	48.06	View chart
Oracle Corp Stock (ORCL)	0.1	$1.6M	+10%	9.4k	166.90	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$1.6M	+47%	22k	70.35	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.6M	-2%	37k	41.96	View chart
Conocophillips Stock (COP)	0.1	$1.6M	-8%	16k	97.09	View chart
Booking Holdings Stock (BKNG)	0.1	$1.5M	-8%	309.00	4983.43	View chart
Gilead Sciences Stock (GILD)	0.1	$1.5M	+6%	17k	92.01	View chart
Medical Pptys Trust Reit (MPW)	0.1	$1.5M		409k	3.72	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.1	$1.5M	-6%	35k	42.98	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$1.5M	+4%	16k	96.78	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.1	$1.5M	+3%	31k	47.92	View chart
Innovator Growth Accelerated Plus Etf - October Etf (QTOC)	0.1	$1.5M	-19%	50k	29.44	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.5M	-2%	8.2k	178.59	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$1.5M	-3%	48k	30.40	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.5M	-2%	25k	57.23	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.4M	-23%	14k	107.11	View chart
Nextera Energy Stock (NEE)	0.1	$1.4M	-2%	20k	71.76	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$1.4M	+14%	59k	23.97	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$1.4M	-8%	13k	106.69	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.4M	-2%	4.8k	292.97	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$1.4M		30k	46.18	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$1.4M	+4%	44k	31.42	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$1.4M		11k	130.62	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.4M	+4%	63k	21.94	View chart
Abbott Labs Stock (ABT)	0.1	$1.4M	+6%	12k	112.80	View chart
Walgreens Boots Alliance Stock (WBA)	0.1	$1.4M	+4%	146k	9.26	View chart
Honeywell Intl Stock (HON)	0.1	$1.3M	-2%	5.9k	226.58	View chart
Caterpillar Stock (CAT)	0.1	$1.3M		3.7k	362.97	View chart
Fortinet Stock (FTNT)	0.1	$1.3M	-5%	14k	95.13	View chart
Bank America Corp Stock (BAC)	0.1	$1.3M	-5%	30k	43.91	View chart
Salesforce Stock (CRM)	0.1	$1.3M	-15%	3.9k	335.73	View chart
Innovator Growth Accelerated Plus Etf - April Etf (QTAP)	0.1	$1.3M	-39%	34k	37.62	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$1.3M	+14%	67k	19.20	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$1.3M	+4%	20k	63.81	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.3M		6.5k	195.80	View chart
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF)	0.1	$1.3M	+23%	17k	72.37	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$1.2M	-17%	16k	78.66	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.1	$1.2M		34k	36.78	View chart
Fidelity Sustainable High Yield Etf Etf (FSYD)	0.1	$1.2M		26k	47.43	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.2M		33k	37.39	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.2M	-17%	5.6k	217.26	View chart
Adobe Stock (ADBE)	0.1	$1.2M	-30%	2.7k	445.72	View chart
Sunnova Energy Intl Stock (NOVA)	0.1	$1.2M	NEW	354k	3.42	View chart
Sherwin Williams Stock (SHW)	0.1	$1.2M	+4%	3.5k	338.76	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$1.2M	+22%	16k	73.18	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.2M	+280%	6.4k	184.64	View chart
Boeing Stock (BA)	0.1	$1.2M		6.6k	176.55	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.1M	-19%	2.3k	507.84	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M	+5%	13k	85.73	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.1M		5.6k	200.39	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.1M		20k	56.06	View chart
Union Pac Corp Stock (UNP)	0.1	$1.1M	+10%	4.9k	227.80	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$1.1M	-78%	13k	87.80	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.1	$1.1M	+76%	12k	91.89	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.1M	-2%	12k	88.43	View chart
Coterra Energy Stock (CTRA)	0.1	$1.1M	-13%	43k	25.52	View chart
Fidelity Preferred Securities & Income Etf Etf (FPFD)	0.1	$1.1M		51k	21.50	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.1M	+4%	7.6k	140.49	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.1M	+32%	24k	45.23	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.1M	-5%	13k	84.13	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$1.1M	-6%	16k	65.28	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.0M	+157%	20k	52.02	View chart
Enbridge Stock (ENB)	0.1	$1.0M	+3%	24k	42.12	View chart
Zillow Group Inc Cl A Stock (ZG)	0.1	$1.0M	-8%	14k	71.30	View chart
Aurinia Pharmaceuticals Stock (AUPH)	0.1	$1.0M	-20%	111k	9.17	View chart
Oneok Stock (OKE)	0.1	$1.0M	-8%	9.9k	100.78	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$1000k	+4%	15k	67.31	View chart
Stellar Bancorp Stock (STEL)	0.1	$978k	+441%	35k	28.36	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$975k		11k	88.67	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$963k	-25%	3.4k	284.43	View chart
Innovator U.s. Equity Buffer Etf - August Etf (BAUG)	0.1	$962k		22k	43.71	View chart
D R Horton Stock (DHI)	0.1	$961k	+110%	6.9k	139.56	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$959k	+34%	12k	82.32	View chart
Lam Research Corp Stock (LRCX)	0.1	$948k	+738%	13k	72.15	View chart
Tractor Supply Stock (TSCO)	0.1	$947k	+374%	18k	52.59	View chart
L3harris Technologies Stock (LHX)	0.1	$937k	-7%	4.5k	208.95	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$936k		14k	66.14	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$922k	-11%	2.3k	405.23	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - October Etf (XBOC)	0.1	$920k	-16%	30k	30.32	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$911k		24k	37.81	View chart
American Tower Corp Reit (AMT)	0.1	$910k	+4%	5.0k	181.92	View chart
Innovator U.s. Equity Buffer Etf - January Etf (BJAN)	0.1	$904k	-10%	19k	47.92	View chart
Vistra Corp Stock (VST)	0.1	$898k		6.4k	140.09	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$895k	+3%	15k	61.78	View chart
Global X Mlp Etf Etf (MLPA)	0.1	$889k	+12%	18k	49.24	View chart
Alerian Mlp Etf Etf (AMLP)	0.1	$888k	+8%	19k	48.01	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$872k	-23%	19k	46.76	View chart
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)	0.1	$872k	+12%	30k	29.59	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$872k	+74%	18k	48.10	View chart
Ishares U.s. Utilities Etf Etf (IDU)	0.1	$870k		9.0k	96.30	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$860k		5.5k	154.97	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.1	$860k	-5%	15k	58.17	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.1	$846k	-3%	18k	47.95	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$844k		17k	49.83	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$843k	+4%	10k	84.55	View chart
Innovator U.s. Equity Accelerated Plus Etf - October Etf (XTOC)	0.1	$837k	-31%	28k	29.52	View chart
Dupont De Nemours Stock (DD)	0.1	$837k	+2%	11k	75.95	View chart
Morgan Stanley Stock (MS)	0.1	$832k	-8%	6.6k	125.75	View chart
Us Bancorp Del Stock (USB)	0.1	$830k		17k	48.25	View chart
Blackrock Stock (BLK)	0.1	$827k	-3%	805.00	1027.35	View chart
Disney Walt Stock (DIS)	0.1	$820k	+7%	7.4k	110.79	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$818k	+3%	8.3k	98.33	View chart
Ross Stores Stock (ROST)	0.1	$815k	-3%	5.4k	151.51	View chart
Capital Southwest Corp Cef (CSWC)	0.1	$812k	+52%	37k	21.81	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.1	$807k	-9%	6.0k	133.61	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$806k		3.9k	207.47	View chart
Innovator Nasdaq-100 Managed Floor Etf Etf (QFLR)	0.1	$801k	+1405%	27k	29.53	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$795k	+76%	14k	59.01	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$790k	-2%	11k	73.93	View chart
Pinterest Inc Cl A Stock (PINS)	0.1	$783k	-5%	27k	29.15	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$783k		14k	56.67	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	0.1	$778k	+621%	11k	70.16	View chart
Wisdomtree U.s. Efficient Core Fund Etf (NTSX)	0.1	$776k	-2%	17k	47.11	View chart
Realty Income Corp Reit (O)	0.1	$773k	+30%	15k	52.73	View chart

Past Filings by Sunbelt Securities

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

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
Sunbelt Securities 2021 Q3 filed Nov. 15, 2021
Sunbelt Securities 2021 Q2 filed July 29, 2021
Sunbelt Securities 2021 Q1 filed May 27, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z