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Sunbelt Securities, Inc.13F | |
| Sunbelt Securities, Inc. | |
| Last update 2025-04-24 | 1793 Stocks (122 new) |
| Value $1.12 Bil | Turnover 11 % |
Sunbelt Securities, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 1,272,829 | 151,377.5 | +58.14% | 13.520 | +4.97% | 0.030 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
NVDA | NVIDIA Corp | 343,653 | 37,245.1 | -2.05% | 3.330 | -0.09% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 69,393 | 26,049.4 | -1.44% | 2.330 | -0.04% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 116,909 | 25,969.0 | -1.18% | 2.320 | -0.03% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IAU | iShares Gold Trust | 373,552 | 22,024.6 | +48.08% | 1.970 | +0.64% | 0.050 | +7.29% | +26.98% | 47,365.6 | ||
AMZN | Amazon.com Inc | 88,937 | 16,921.2 | -2.61% | 1.510 | -0.05% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
IVW | iShares S&P 500 Growth ETF | 178,389 | 16,559.8 | -1.35% | 1.480 | -0.02% | 0.030 | +24.45% | +9.38% | 61,026.0 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 658,943 | 16,499.9 | -1.88% | 1.470 | -0.03% | 0.050 | +22.50% | +5.77% | 44,575.7 | ||
IVV | iShares Core S&P 500 ETF | 28,599 | 16,069.8 | -21.73% | 1.430 | -0.42% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
SCHD | Schwab US Dividend Equity ETF | 496,545 | 13,883.4 | +15.91% | 1.240 | +0.17% | 0.020 | +3.32% | +2.01% | 71,250.9 |
Sunbelt Securities, Inc.'s Historical Top Holdings Breakdowns
Sunbelt Securities, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 2025-03-31 | Add Add | +4.97% | 105.44 ($110.59) 118.93 | $112.20 | 1.46% | Add 58.14% | 1,272,829 | 467,951 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.64% | 49.74 ($54.09) 58.96 | $62.87 | 16.23% | Add 48.08% | 373,552 | 121,290 | |
BOXX | Alpha Architect 1-3 Month Box ETF | 2025-03-31 | Add Add | +0.52% | 110.33 ($110.94) 111.49 | $112.70 | 1.59% | Add 88.39% | 111,150 | 52,150 | |
JANJ |
Innovator Premium Income 30 Barrier ETF - January
Innovator Premium Income 30 Barrier ETF - January
| 2025-03-31 | New Buy New Buy | +0.46% | 24.45 ($24.72) 24.88 | $24.67 | -0.20% | New holding | 212,553 | 212,553 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.42% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -21.73% | 28,599 | -7,939 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | New Buy New Buy | +0.32% | 50.48 ($50.78) 51.04 | $50.56 | -0.43% | New holding | 71,000 | 71,000 | |
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 2025-03-31 | Reduce Reduce | -0.26% | 68.07 ($74.63) 78.99 | $80.95 | 8.47% | Reduce -46.31% | 44,406 | -38,307 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.21% | 19.1 ($21.88) 27.39 | $22.49 | 2.79% | Reduce -93.67% | 8,028 | -118,800 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.19% | 142.06 ($156.47) 167.7 | $156.01 | -0.29% | Reduce -26.06% | 41,453 | -14,613 | |
GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
| 2025-03-31 | New Buy New Buy | +0.19% | 34.88 ($36.16) 36.95 | $37.74 | 4.37% | New holding | 60,381 | 60,381 |
Sunbelt Securities, Inc. Total Holding History ($B)
Sunbelt Securities, Inc.'s Asset Allocation
Sunbelt Securities, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sunbelt Securities, Inc.'s Hypothetical Growth since 2025-03-31
Sunbelt Securities, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sunbelt Securities, Inc.'s Holdings Heat Map
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Sunbelt Securities, Inc.'s Holdings Bubble Chart
Sunbelt Securities, Inc. News
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