Sunbelt Securities
Latest statistics and disclosures from Sunbelt Securities's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, IAU, V, BJAN, and represent 11.80% of Sunbelt Securities's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$8.9M), WIRE (+$7.3M), AAPL (+$6.2M), IVW (+$5.9M), PFE, IJK, V, IJT, T, VZ.
- Started 85 new stock positions in WBA, UL, PSL, Academy Sports & Outdoor, TALO, NLY, ONEQ, TRV, TSN, PXI.
- Reduced shares in these 10 stocks: ACN, BJAN, ABT, ADBE, SHY, AOK, IGM, IGV, ABBV, NFLX.
- Sold out of its positions in ATVI, BIIB, CCL, CMLS, DSS, FSS, QTEC, GE, PFEB, PAUG. AOK, MCHI, CNYA, KR, PLUG, TDOC, Unilever, Vareit, Inc reits, ZM.
- Sunbelt Securities was a net buyer of stock by $93M.
- Sunbelt Securities has $484M in assets under management (AUM), dropping by 38.07%.
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Portfolio Holdings for Sunbelt Securities
Companies in the Sunbelt Securities portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.5 | $17M | +57% | 128k | 132.69 | |
Amazon (AMZN) | 2.2 | $11M | +4% | 3.2k | 3257.05 | |
Ishares Gold Trust Ishares (IAU) | 2.1 | $10M | +10% | 554k | 18.13 | |
Visa Com Cl A (V) | 2.1 | $10M | +32% | 46k | 218.72 | |
Innovator Etfs Tr S&p 500 Buffer (BJAN) | 2.0 | $9.6M | -19% | 295k | 32.75 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $8.9M | NEW | 38k | 231.86 | |
Abbvie (ABBV) | 1.8 | $8.8M | -6% | 82k | 107.15 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $7.7M | +312% | 121k | 63.82 | |
Encore Wire Corporation (WIRE) | 1.5 | $7.3M | NEW | 120k | 60.57 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $7.2M | +6% | 84k | 86.22 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $7.0M | 19k | 375.39 | ||
Microsoft Corporation (MSFT) | 1.4 | $7.0M | +12% | 31k | 222.43 | |
Pfizer (PFE) | 1.2 | $6.0M | +122% | 164k | 36.81 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $5.3M | +35% | 41k | 128.42 | |
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Qualcomm (QCOM) | 1.1 | $5.2M | 34k | 152.34 | ||
Verizon Communications (VZ) | 1.1 | $5.2M | +48% | 88k | 58.75 | |
Viacomcbs CL B (VIAC) | 1.0 | $4.9M | +23% | 131k | 37.26 | |
Pepsi (PEP) | 1.0 | $4.9M | +45% | 33k | 148.30 | |
United Parcel Service CL B (UPS) | 1.0 | $4.7M | +32% | 28k | 168.39 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $4.7M | +17% | 37k | 127.06 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.6M | +4% | 15k | 313.75 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $4.2M | +2% | 11k | 373.87 | |
At&t (T) | 0.9 | $4.2M | +78% | 147k | 28.76 | |
Cisco Systems (CSCO) | 0.9 | $4.2M | +36% | 94k | 44.75 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.9 | $4.2M | +310% | 58k | 72.23 | |
Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.9 | $4.2M | +5% | 97k | 43.03 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $4.1M | +100% | 36k | 114.17 | |
Paypal Holdings (PYPL) | 0.8 | $4.0M | -4% | 17k | 234.19 | |
Facebook Cl A (FB) | 0.8 | $4.0M | +2% | 15k | 273.19 | |
Chevron Corporation (CVX) | 0.8 | $3.9M | +75% | 46k | 84.46 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $3.9M | +16% | 44k | 89.00 | |
Valero Energy Corporation (VLO) | 0.7 | $3.6M | +78% | 64k | 56.57 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $3.6M | +14% | 52k | 68.19 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.6M | +3% | 2.0k | 1752.71 | |
Mastercard Incorporated Cl A (MA) | 0.7 | $3.5M | 9.8k | 356.90 | ||
Kimberly-Clark Corporation (KMB) | 0.7 | $3.4M | +64% | 26k | 134.85 | |
Wells Fargo & Company (WFC) | 0.7 | $3.3M | +27% | 109k | 30.18 | |
Dow (DOW) | 0.7 | $3.2M | +56% | 58k | 55.50 | |
Johnson & Johnson (JNJ) | 0.7 | $3.2M | +64% | 20k | 157.40 | |
Broadcom (AVGO) | 0.7 | $3.2M | +54% | 7.2k | 437.80 | |
3M Company (MMM) | 0.6 | $3.0M | +6% | 17k | 174.77 | |
Kinder Morgan (KMI) | 0.6 | $3.0M | +56% | 219k | 13.67 | |
Luby's (LUB) | 0.6 | $3.0M | 1.1M | 2.84 | ||
Wisdomtree Tr 90/60 Balnced Fd (NTSX) | 0.6 | $2.9M | +12% | 79k | 36.60 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | +84% | 70k | 41.22 | |
Ishares Tr Core Div Grwth (DGRO) | 0.6 | $2.8M | +6% | 63k | 44.82 | |
Agnc Invt Corp Com reit (AGNC) | 0.6 | $2.7M | +57% | 171k | 15.60 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $2.5M | 70k | 36.02 | ||
CVS Caremark Corporation (CVS) | 0.5 | $2.5M | +35% | 36k | 68.30 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.4M | +5% | 35k | 69.09 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.5 | $2.4M | +16% | 158k | 15.26 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.2M | 30k | 72.97 | ||
Bluerock Residential Gwt Rei Com Cl A (BRG) | 0.4 | $2.1M | -2% | 168k | 12.67 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $2.1M | -53% | 8.0k | 261.27 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $2.1M | -6% | 6.3k | 327.34 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $2.1M | 61k | 33.53 | ||
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.4 | $2.0M | -5% | 9.5k | 212.25 | |
International Paper Company (IP) | 0.4 | $2.0M | +4% | 40k | 49.73 | |
NVIDIA Corporation (NVDA) | 0.4 | $1.9M | +3% | 3.7k | 522.10 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.4 | $1.9M | 75k | 25.66 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.9M | -22% | 16k | 118.21 | |
UnitedHealth (UNH) | 0.4 | $1.9M | 5.3k | 350.64 | ||
Servicenow (NOW) | 0.4 | $1.8M | +3% | 3.2k | 550.39 | |
Home Depot (HD) | 0.4 | $1.8M | 6.6k | 265.62 | ||
Veeva Sys Cl A Com (VEEV) | 0.4 | $1.8M | 6.5k | 272.18 | ||
Sherwin-Williams Company (SHW) | 0.4 | $1.8M | -5% | 2.4k | 735.04 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $1.7M | 31k | 55.18 | ||
Ishares Tr Core Msci Euro (IEUR) | 0.4 | $1.7M | 33k | 51.29 | ||
Amgen (AMGN) | 0.3 | $1.7M | +35% | 7.4k | 229.84 | |
salesforce (CRM) | 0.3 | $1.7M | -4% | 7.5k | 222.56 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.6M | 31k | 51.66 | ||
Contango Oil & Gas Com New (MCF) | 0.3 | $1.6M | 697k | 2.29 | ||
Enterprise Products Partners (EPD) | 0.3 | $1.6M | +96% | 80k | 19.59 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.6M | 5.1k | 305.68 | ||
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.6M | +17% | 51k | 30.65 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.5M | +7% | 12k | 128.05 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.5M | +41% | 37k | 41.36 | |
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.5M | 17k | 87.64 | ||
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $1.5M | +143% | 14k | 104.48 | |
Principal Financial (PFG) | 0.3 | $1.5M | +158% | 30k | 49.62 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +16% | 3.8k | 376.88 | |
Tesla Motors (TSLA) | 0.3 | $1.4M | +5% | 2.0k | 705.53 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $1.4M | +5% | 6.0k | 232.74 | |
Nike CL B (NKE) | 0.3 | $1.4M | -9% | 9.8k | 141.50 | |
Crown Castle Intl (CCI) | 0.3 | $1.4M | +188% | 8.7k | 159.19 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $1.4M | +242% | 11k | 127.62 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $1.4M | -43% | 2.7k | 500.18 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.4M | +154% | 14k | 96.20 | |
Starbucks Corporation (SBUX) | 0.3 | $1.4M | +19% | 13k | 106.97 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $1.3M | -27% | 51k | 26.61 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.3M | +133% | 35k | 37.91 | |
Procter & Gamble Company (PG) | 0.3 | $1.3M | +2% | 9.2k | 139.16 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -3% | 729.00 | 1751.71 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.3 | $1.3M | +22% | 21k | 60.25 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.3 | $1.3M | 8.2k | 154.53 | ||
Lowe's Companies (LOW) | 0.3 | $1.3M | -8% | 7.9k | 160.57 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.3M | +44% | 33k | 38.52 | |
Boeing Company (BA) | 0.3 | $1.2M | +12% | 5.8k | 214.07 | |
Danaher Corporation (DHR) | 0.3 | $1.2M | +2% | 5.5k | 222.10 | |
Bank of America Corporation (BAC) | 0.2 | $1.2M | +7% | 39k | 30.31 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.2M | +46% | 8.5k | 138.07 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $1.2M | +26% | 22k | 52.40 | |
Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | +2% | 2.5k | 465.97 | |
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.2 | $1.1M | +193% | 53k | 21.69 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $1.1M | -2% | 19k | 59.54 | |
Automatic Data Processing (ADP) | 0.2 | $1.1M | -8% | 6.3k | 176.17 | |
Innovator Etfs Tr S&p 500 Buffer (BAUG) | 0.2 | $1.1M | -16% | 37k | 29.79 | |
McDonald's Corporation (MCD) | 0.2 | $1.1M | 5.1k | 214.52 | ||
Abbott Laboratories (ABT) | 0.2 | $1.1M | -57% | 9.9k | 109.49 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1M | +5% | 12k | 91.90 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $1.0M | +76% | 11k | 94.71 | |
Wal-Mart Stores (WMT) | 0.2 | $1.0M | +4% | 7.2k | 144.21 | |
The Trade Desk Com Cl A (TTD) | 0.2 | $1.0M | +10% | 1.3k | 801.08 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | -14% | 14k | 71.54 | |
Ishares Tr Expanded Tech (IGV) | 0.2 | $1.0M | -38% | 2.9k | 353.94 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.0M | -21% | 15k | 67.90 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $1.0M | -2% | 11k | 95.05 | |
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $999k | 5.9k | 168.04 | ||
Cbtx (CBTX) | 0.2 | $999k | NEW | 39k | 25.51 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $993k | +6% | 9.4k | 105.98 | |
Baidu Spon Adr Rep A (BIDU) | 0.2 | $985k | -2% | 4.6k | 216.25 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $984k | -2% | 9.1k | 107.78 | |
Dominion Resources (D) | 0.2 | $983k | +13% | 13k | 75.20 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $978k | +20% | 2.8k | 353.83 | |
Nextera Energy (NEE) | 0.2 | $975k | +334% | 13k | 77.18 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $971k | -14% | 5.0k | 195.96 | |
Innovator Etfs Tr S&p 500 Buffer E (BDEC) | 0.2 | $963k | NEW | 32k | 30.51 | |
Square Cl A (SQ) | 0.2 | $958k | +2% | 4.4k | 217.73 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $953k | +4% | 3.8k | 253.32 | |
Blackrock Science & Technolo SHS (BST) | 0.2 | $944k | +76% | 18k | 53.29 | |
Innovator Etfs Tr S&p 500 Buffer (BSEP) | 0.2 | $942k | 32k | 29.15 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $941k | -49% | 11k | 86.39 | |
Lockheed Martin Corporation (LMT) | 0.2 | $913k | +13% | 2.6k | 354.98 | |
Intuit (INTU) | 0.2 | $908k | +4% | 2.4k | 379.76 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $897k | +28% | 145k | 6.18 | |
Citigroup Com New (C) | 0.2 | $897k | +15% | 15k | 61.64 | |
General Mills (GIS) | 0.2 | $896k | -3% | 15k | 58.82 | |
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) | 0.2 | $890k | NEW | 1.8k | 501.69 | |
Micron Technology (MU) | 0.2 | $880k | +4% | 12k | 75.16 | |
Honeywell International (HON) | 0.2 | $869k | +2% | 4.1k | 212.73 | |
Cummins (CMI) | 0.2 | $865k | +30% | 3.8k | 227.21 | |
Southern Company (SO) | 0.2 | $856k | +12% | 14k | 61.41 | |
Innovator Etfs Tr Russell 2000 Pwr (KJUL) | 0.2 | $840k | +14% | 33k | 25.81 | |
Westrock (WRK) | 0.2 | $834k | 19k | 43.54 | ||
Ishares Tr Phlx Semicnd Etf (SOXX) | 0.2 | $830k | -22% | 2.2k | 379.00 | |
Southwest Airlines (LUV) | 0.2 | $829k | +22% | 18k | 46.63 | |
Walt Disney Company (DIS) | 0.2 | $827k | +2% | 4.6k | 181.16 | |
Altria (MO) | 0.2 | $812k | 20k | 41.00 | ||
Novo-nordisk A S Adr (NVO) | 0.2 | $808k | -3% | 12k | 69.88 | |
Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $802k | NEW | 15k | 52.21 | |
ConocoPhillips (COP) | 0.2 | $800k | +6% | 20k | 40.00 | |
Medtronic SHS (MDT) | 0.2 | $785k | -12% | 6.7k | 117.15 | |
Texas Instruments Incorporated (TXN) | 0.2 | $780k | -11% | 4.8k | 164.21 | |
Union Pacific Corporation (UNP) | 0.2 | $776k | 3.7k | 208.15 | ||
Preferred Apartment Communitie (APTS) | 0.2 | $773k | +3% | 105k | 7.40 | |
Neogenomics Com New (NEO) | 0.2 | $773k | +9% | 14k | 53.85 | |
Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $771k | +47% | 76k | 10.15 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $769k | 9.6k | 79.85 | ||
Intuitive Surgical Com New (ISRG) | 0.2 | $767k | -2% | 938.00 | 817.70 | |
Shopify Cl A (SHOP) | 0.2 | $766k | +207% | 677.00 | 1131.46 | |
Ares Capital Corporation (ARCC) | 0.2 | $766k | -20% | 45k | 16.89 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $758k | -2% | 13k | 57.76 | |
Zoetis Cl A (ZTS) | 0.2 | $757k | -22% | 4.6k | 165.39 | |
Royal Dutch Shell Spon Adr B (RDS.B) | 0.2 | $755k | +58% | 23k | 33.60 | |
Ishares Silver Tr Ishares (SLV) | 0.2 | $755k | +189% | 31k | 24.56 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $755k | +4% | 26k | 29.47 | |
Maiden Holdings SHS (MHLD) | 0.2 | $747k | 300k | 2.49 | ||
FleetCor Technologies (FLT) | 0.2 | $746k | 2.7k | 272.96 | ||
TJX Companies (TJX) | 0.2 | $733k | +4% | 11k | 68.29 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $726k | +31% | 21k | 34.81 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $722k | +23% | 4.8k | 151.59 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $720k | -3% | 4.5k | 158.98 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $719k | NEW | 5.6k | 127.48 | |
Slack Technologies Com Cl A (WORK) | 0.1 | $719k | -4% | 17k | 42.26 | |
Booking Holdings (BKNG) | 0.1 | $713k | +2% | 320.00 | 2228.12 | |
Innovator Etfs Tr Nasdaq 100 Pwer (NJUL) | 0.1 | $711k | -10% | 16k | 44.65 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $711k | 5.0k | 141.16 | ||
SVB Financial (SIVB) | 0.1 | $709k | +7% | 1.8k | 387.64 | |
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $695k | -4% | 8.4k | 82.80 | |
Netflix (NFLX) | 0.1 | $692k | -44% | 1.3k | 541.05 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $690k | 19k | 35.65 | ||
Okta Cl A (OKTA) | 0.1 | $681k | +14% | 2.7k | 254.29 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $675k | +5% | 12k | 55.30 | |
Paychex (PAYX) | 0.1 | $663k | -2% | 7.1k | 93.20 | |
First Tr Morningstar Divid L SHS (FDL) | 0.1 | $659k | +66% | 22k | 29.58 | |
American Water Works (AWK) | 0.1 | $656k | 4.3k | 153.49 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $654k | +300% | 7.7k | 85.11 | |
Analog Devices (ADI) | 0.1 | $651k | -3% | 4.4k | 147.82 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $651k | NEW | 3.7k | 178.26 | |
Golden Nugget Online Gamin Com Cl A | 0.1 | $647k | NEW | 33k | 19.71 | |
Ishares Tr U.s. Cnsm Sv Etf (IYC) | 0.1 | $641k | +300% | 9.1k | 70.49 | |
Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $623k | +76% | 23k | 27.41 | |
Novartis Sponsored Adr (NVS) | 0.1 | $620k | 6.6k | 94.48 | ||
Microchip Technology (MCHP) | 0.1 | $618k | -9% | 4.5k | 138.04 | |
Dupont De Nemours (DD) | 0.1 | $614k | +5% | 8.6k | 71.11 | |
Align Technology (ALGN) | 0.1 | $613k | 1.1k | 533.97 | ||
BlackRock (BLK) | 0.1 | $610k | 845.00 | 721.89 | ||
Coca-Cola Company (KO) | 0.1 | $610k | +84% | 11k | 54.89 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $610k | NEW | 12k | 51.61 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $606k | +3% | 4.7k | 129.99 | |
Big Lots (BIG) | 0.1 | $593k | +4% | 14k | 42.90 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $592k | +7% | 8.6k | 68.52 | |
American Electric Power Company (AEP) | 0.1 | $589k | +124% | 7.1k | 83.31 | |
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.1 | $584k | +10% | 11k | 53.82 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $583k | +5% | 7.1k | 81.89 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $580k | -3% | 4.7k | 123.80 | |
Truist Financial Corp equities (TFC) | 0.1 | $580k | 12k | 47.91 | ||
Ishares Tr National Mun Etf (MUB) | 0.1 | $577k | +9% | 4.9k | 117.25 | |
Blackstone Group Com Cl A (BX) | 0.1 | $577k | NEW | 8.9k | 64.76 | |
Dollar General (DG) | 0.1 | $576k | -14% | 2.7k | 210.22 | |
Caterpillar (CAT) | 0.1 | $571k | +93% | 3.1k | 182.08 | |
Innovator Etfs Tr S&p 500 Buffer (BFEB) | 0.1 | $562k | 21k | 27.22 | ||
Phillips 66 (PSX) | 0.1 | $560k | +14% | 8.0k | 69.90 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $554k | 6.3k | 88.22 | ||
L3harris Technologies (LHX) | 0.1 | $554k | +34% | 2.9k | 189.14 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $553k | +19% | 2.3k | 240.96 | |
Merck & Co (MRK) | 0.1 | $546k | +12% | 6.7k | 81.76 | |
Church & Dwight (CHD) | 0.1 | $542k | 6.2k | 87.29 | ||
Monroe Cap (MRCC) | 0.1 | $539k | +388% | 67k | 8.02 | |
Landmark Infrastrctur Partr Com Unit Ltd (LMRK) | 0.1 | $536k | 50k | 10.72 | ||
Innovator Etfs Tr Msci Eafe Pwr (IJUL) | 0.1 | $533k | -9% | 22k | 23.84 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $527k | -26% | 5.7k | 92.80 | |
Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $526k | -12% | 13k | 40.55 | |
Innovator Etfs Tr S&p 500 Bufetf (BOCT) | 0.1 | $520k | NEW | 17k | 30.08 | |
BP Sponsored Adr (BP) | 0.1 | $517k | 25k | 20.53 | ||
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $512k | -4% | 17k | 29.49 | |
Domino's Pizza (DPZ) | 0.1 | $502k | 1.3k | 383.50 | ||
Advisorshares Tr Q Portfolio Blen | 0.1 | $502k | NEW | 20k | 25.10 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $502k | +28% | 13k | 37.61 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $500k | 5.0k | 100.89 | ||
CF Industries Holdings (CF) | 0.1 | $498k | +6% | 13k | 38.71 | |
Ishares Tr Robotics Artif (IRBO) | 0.1 | $498k | +82% | 13k | 39.88 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $487k | 2.1k | 230.04 | ||
Gilead Sciences (GILD) | 0.1 | $486k | 8.3k | 58.25 | ||
Duke Energy Corp Com New (DUK) | 0.1 | $484k | +20% | 5.3k | 91.58 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $482k | +46% | 8.9k | 54.24 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $476k | NEW | 7.9k | 60.07 | |
Innovator Etfs Tr Msci Emgr Mkt (EJAN) | 0.1 | $473k | -5% | 16k | 30.05 | |
Arch Cap Group Ord (ACGL) | 0.1 | $466k | +6% | 13k | 36.10 | |
Philip Morris International (PM) | 0.1 | $462k | NEW | 5.6k | 82.80 | |
Fs Kkr Capital Corp. Ii (FSKR) | 0.1 | $460k | NEW | 28k | 16.41 | |
Us Bancorp Del Com New (USB) | 0.1 | $454k | NEW | 9.8k | 46.55 | |
Aurinia Pharmaceuticals (AUPH) | 0.1 | $448k | NEW | 32k | 13.84 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $448k | 4.9k | 91.50 | ||
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $448k | 15k | 30.81 | ||
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $447k | 4.5k | 100.02 | ||
ACADIA Pharmaceuticals (ACAD) | 0.1 | $440k | 8.2k | 53.46 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $439k | -49% | 2.8k | 157.74 | |
Wp Carey (WPC) | 0.1 | $438k | NEW | 6.2k | 70.55 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $438k | NEW | 5.3k | 82.89 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $437k | NEW | 10k | 42.41 | |
Ishares Tr Global Tech Etf (IXN) | 0.1 | $435k | +27% | 1.5k | 299.79 | |
Emerson Electric (EMR) | 0.1 | $435k | NEW | 5.4k | 80.29 | |
Rollins (ROL) | 0.1 | $431k | +49% | 11k | 39.10 | |
Cdw (CDW) | 0.1 | $428k | -17% | 3.2k | 131.81 | |
Fidelity National Information Services (FIS) | 0.1 | $423k | 3.0k | 141.57 | ||
Academy Sports & Outdoor | 0.1 | $417k | NEW | 20k | 20.75 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $417k | NEW | 6.5k | 64.16 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $414k | -3% | 3.6k | 113.49 | |
S&p Global (SPGI) | 0.1 | $412k | -14% | 1.3k | 329.07 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $412k | NEW | 1.4k | 286.71 | |
Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $409k | +100% | 4.3k | 94.24 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $406k | 6.5k | 62.00 | ||
Innovator Etfs Tr Msci Eafe Pwr (IJAN) | 0.1 | $406k | +42% | 16k | 25.55 | |
Bristol Myers Squibb (BMY) | 0.1 | $400k | +27% | 6.5k | 61.99 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $400k | +11% | 9.9k | 40.48 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $395k | NEW | 8.0k | 49.38 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $395k | -66% | 1.1k | 349.56 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $393k | +6% | 2.9k | 136.70 | |
American Tower Reit (AMT) | 0.1 | $388k | -10% | 1.7k | 224.54 | |
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $386k | -7% | 9.2k | 42.17 | |
Ishares Tr Trans Avg Etf (IYT) | 0.1 | $380k | 1.7k | 220.42 | ||
Snowflake Cl A (SNOW) | 0.1 | $379k | NEW | 1.3k | 281.57 | |
Williams Companies (WMB) | 0.1 | $379k | NEW | 19k | 20.04 | |
FactSet Research Systems (FDS) | 0.1 | $375k | -22% | 1.1k | 332.45 | |
Fortinet (FTNT) | 0.1 | $374k | 2.5k | 148.41 | ||
Euronav Nv SHS (EURN) | 0.1 | $372k | -47% | 47k | 8.00 | |
Highland Income Highland Income (HFRO) | 0.1 | $370k | -9% | 36k | 10.28 | |
Canadian Natl Ry (CNI) | 0.1 | $369k | NEW | 3.4k | 109.79 | |
Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $369k | -38% | 8.6k | 42.68 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $366k | 3.2k | 113.14 | ||
Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $359k | +17% | 23k | 15.37 | |
Tyson Foods Cl A (TSN) | 0.1 | $351k | NEW | 5.4k | 64.42 | |
Proshares Tr Ultsht Russ2000 (TWM) | 0.1 | $348k | NEW | 70k | 5.01 | |
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $347k | +8% | 7.1k | 48.73 | |
Oracle Corporation (ORCL) | 0.1 | $344k | 5.3k | 64.61 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $342k | +4% | 5.5k | 62.75 | |
Unity Software (U) | 0.1 | $342k | NEW | 2.2k | 153.36 | |
International Business Machines (IBM) | 0.1 | $339k | +10% | 2.7k | 126.07 | |
General Dynamics Corporation (GD) | 0.1 | $339k | +11% | 2.3k | 148.62 | |
Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $337k | +27% | 7.2k | 46.97 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $334k | NEW | 3.3k | 100.75 | |
Solar Cap (SLRC) | 0.1 | $333k | 19k | 17.53 | ||
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $329k | 3.0k | 109.19 | ||
Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $329k | +21% | 5.8k | 56.29 | |
Target Corporation (TGT) | 0.1 | $328k | +12% | 1.9k | 176.34 | |
Ford Motor Company (F) | 0.1 | $322k | +24% | 37k | 8.79 | |
Cree (CREE) | 0.1 | $318k | -25% | 3.0k | 106.00 | |
Hormel Foods Corporation (HRL) | 0.1 | $316k | -19% | 6.8k | 46.64 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $315k | -34% | 2.2k | 140.56 | |
Carlyle Group (CG) | 0.1 | $314k | NEW | 10k | 31.40 | |
Lennox International (LII) | 0.1 | $308k | -5% | 1.1k | 274.02 | |
Spdr Ser Tr Comp Software (XSW) | 0.1 | $308k | 2.0k | 153.92 | ||
Western Digital (WDC) | 0.1 | $303k | 5.5k | 55.34 | ||
Intel Corporation (INTC) | 0.1 | $300k | -31% | 6.0k | 49.84 | |
Viatris (VTRS) | 0.1 | $299k | NEW | 16k | 18.73 | |
Dollar Tree (DLTR) | 0.1 | $295k | 2.7k | 108.22 | ||
Molson Coors Beverage CL B (TAP) | 0.1 | $294k | -5% | 6.5k | 45.14 | |
Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.1 | $294k | -2% | 8.0k | 36.82 | |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $293k | +5% | 7.4k | 39.68 | |
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $293k | NEW | 17k | 16.81 | |
Illinois Tool Works (ITW) | 0.1 | $287k | +22% | 1.4k | 204.27 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $284k | NEW | 6.2k | 45.45 | |
American Airls (AAL) | 0.1 | $281k | +78% | 18k | 15.76 | |
Roper Industries (ROP) | 0.1 | $279k | -25% | 648.00 | 430.56 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $269k | +56% | 3.1k | 86.27 | |
DNP Select Income Fund (DNP) | 0.1 | $268k | -13% | 26k | 10.24 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $265k | -18% | 770.00 | 344.16 | |
Archer Daniels Midland Company (ADM) | 0.1 | $265k | 5.2k | 50.49 | ||
PNC Financial Services (PNC) | 0.1 | $263k | NEW | 1.8k | 149.26 | |
Innovator Etfs Tr S&p 500 Buffer (BAPR) | 0.1 | $261k | NEW | 8.8k | 29.66 | |
MercadoLibre (MELI) | 0.1 | $260k | NEW | 155.00 | 1677.42 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $258k | -32% | 11k | 22.76 | |
Innovator Etfs Tr Russell 2000 P (KJAN) | 0.1 | $257k | -8% | 8.9k | 29.04 | |
Sonoco Products Company (SON) | 0.1 | $256k | -2% | 4.3k | 59.37 | |
Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $256k | -3% | 1.1k | 234.65 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $255k | NEW | 5.1k | 49.99 | |
Loews Corporation (L) | 0.1 | $253k | NEW | 5.6k | 44.97 | |
Vereit | 0.1 | $253k | NEW | 6.7k | 37.83 | |
Ishares Tr MRNGSTR LG-CP GR (JKE) | 0.1 | $250k | NEW | 861.00 | 290.36 | |
Illumina (ILMN) | 0.1 | $249k | NEW | 673.00 | 369.99 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $249k | -2% | 2.1k | 116.08 | |
Innovator Etfs Tr Nasdaq 100 Power (NAPR) | 0.1 | $249k | NEW | 7.0k | 35.57 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $248k | NEW | 5.6k | 44.37 | |
Eli Lilly & Co. (LLY) | 0.1 | $247k | -2% | 1.5k | 169.06 | |
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) | 0.1 | $246k | NEW | 9.0k | 27.33 | |
Nuveen Quality Pref. Inc. Fund II (JPS) | 0.1 | $245k | +77% | 25k | 9.73 | |
Diageo Spon Adr New (DEO) | 0.1 | $243k | 1.5k | 158.51 | ||
Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $242k | NEW | 985.00 | 245.69 | |
Unilever Spon Adr New (UL) | 0.1 | $242k | NEW | 4.0k | 60.38 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $240k | NEW | 5.9k | 40.64 | |
BlackRock Enhanced Capital and Income (CII) | 0.0 | $239k | -68% | 14k | 17.38 | |
American Fin Tr Com Class A (AFIN) | 0.0 | $239k | 32k | 7.44 | ||
Ishares Tr Faln Angls Usd (FALN) | 0.0 | $238k | NEW | 8.1k | 29.45 | |
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $236k | NEW | 7.0k | 33.71 | |
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) | 0.0 | $234k | NEW | 1.5k | 159.95 | |
Northrop Grumman Corporation (NOC) | 0.0 | $234k | NEW | 767.00 | 305.08 | |
Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $232k | NEW | 7.2k | 32.11 | |
Walgreen Boots Alliance (WBA) | 0.0 | $230k | NEW | 5.8k | 39.88 | |
Ishares Tr Msci Usa Multift (LRGF) | 0.0 | $229k | 6.1k | 37.68 | ||
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $227k | NEW | 1.1k | 202.32 | |
Ameriprise Financial (AMP) | 0.0 | $225k | NEW | 1.2k | 194.81 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $225k | NEW | 462.00 | 487.01 | |
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.0 | $225k | +3% | 6.7k | 33.36 | |
Epam Systems (EPAM) | 0.0 | $224k | -3% | 625.00 | 358.40 | |
Enbridge (ENB) | 0.0 | $223k | NEW | 7.0k | 31.99 | |
Ecolab (ECL) | 0.0 | $223k | 1.0k | 216.50 | ||
Innovator Etfs Tr Russell 2000 Pwr (KAPR) | 0.0 | $223k | NEW | 8.3k | 26.92 | |
Innovator Etfs Tr Russell 2000 P (KOCT) | 0.0 | $222k | NEW | 8.6k | 25.90 | |
Cronos Group (CRON) | 0.0 | $219k | NEW | 32k | 6.93 | |
Keurig Dr Pepper (KDP) | 0.0 | $219k | -30% | 6.9k | 31.93 | |
Beyond Meat (BYND) | 0.0 | $219k | 1.8k | 125.14 | ||
Advanced Micro Devices (AMD) | 0.0 | $219k | -64% | 2.4k | 91.63 | |
First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $216k | NEW | 1.9k | 111.92 | |
Travelers Companies (TRV) | 0.0 | $214k | NEW | 1.5k | 140.33 | |
Invesco Exchange Traded Fd T Dwa Staples (PSL) | 0.0 | $211k | NEW | 2.4k | 86.51 | |
Marvell Technology Group Ord (MRVL) | 0.0 | $211k | NEW | 4.4k | 47.59 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $210k | NEW | 3.1k | 66.79 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $205k | NEW | 2.3k | 91.11 | |
Hldgs (UAL) | 0.0 | $205k | NEW | 4.7k | 43.31 | |
Simon Property (SPG) | 0.0 | $202k | NEW | 2.4k | 85.34 | |
Spirit Rlty Cap Com New (SRC) | 0.0 | $201k | NEW | 5.0k | 40.20 | |
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.0 | $201k | NEW | 8.6k | 23.30 | |
Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $197k | NEW | 15k | 12.85 | |
Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $190k | NEW | 15k | 12.38 | |
Fs Kkr Capital Corp (FSK) | 0.0 | $179k | +8% | 11k | 16.57 | |
Invesco Exchange Traded Fd T Dwa Energy Mnt (PXI) | 0.0 | $179k | NEW | 10k | 17.60 | |
Spirit Of Tex Bancshares (STXB) | 0.0 | $169k | 10k | 16.81 | ||
Colony Cr Real Estate Com Cl A (CLNC) | 0.0 | $133k | NEW | 18k | 7.47 | |
Golar Lng SHS (GLNG) | 0.0 | $127k | NEW | 13k | 9.61 | |
Annaly Capital Management (NLY) | 0.0 | $121k | NEW | 14k | 8.46 | |
First Tr Energy Infrastrctr (FIF) | 0.0 | $105k | NEW | 10k | 10.50 | |
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $93k | 10k | 9.30 | ||
Pbf Energy Cl A (PBF) | 0.0 | $90k | -16% | 13k | 7.08 | |
Talos Energy (TALO) | 0.0 | $82k | NEW | 10k | 8.20 | |
Bristol-myers Squibb Right 99/99/9999 (BMY.R) | 0.0 | $69k | NEW | 100k | 0.69 | |
Colony Cap Cl A Com (CLNY) | 0.0 | $56k | 12k | 4.79 | ||
Amarin Corp Spons Adr New (AMRN) | 0.0 | $52k | NEW | 11k | 4.91 | |
North European Oil Rty Tr Sh Ben Int (NRT) | 0.0 | $29k | 10k | 2.90 | ||
Ampio Pharmaceuticals (AMPE) | 0.0 | $24k | 15k | 1.59 | ||
Transglobe Energy Corp (TGA) | 0.0 | $13k | NEW | 13k | 0.99 |
Past Filings by Sunbelt Securities
SEC 13F filings are viewable for Sunbelt Securities going back to 2014
- Sunbelt Securities 2020 Q4 filed Feb. 9, 2021
- Sunbelt Securities 2020 Q3 filed Nov. 17, 2020
- Sunbelt Securities 2020 Q2 filed Aug. 14, 2020
- Sunbelt Securities 2020 Q1 filed May 15, 2020
- Sunbelt Securities 2019 Q4 restated filed Feb. 26, 2020
- Sunbelt Securities 2019 Q4 filed Feb. 14, 2020
- Sunbelt Securities 2019 Q3 filed Nov. 15, 2019
- Sunbelt Securities 2019 Q2 filed Aug. 1, 2019
- Sunbelt Securities 2019 Q1 filed May 15, 2019
- Sunbelt Securities 2018 Q4 restated filed Feb. 14, 2019
- Sunbelt Securities 2018 Q4 filed Feb. 11, 2019
- Sunbelt Securities 2018 Q3 filed Nov. 14, 2018
- Sunbelt Securities 2018 Q2 filed Aug. 8, 2018
- Sunbelt Securities 2018 Q1 filed May 9, 2018
- Sunbelt Securities 2017 Q4 filed Feb. 6, 2018
- Sunbelt Securities 2017 Q3 filed Nov. 3, 2017