CIK 1632932
Sunbelt Securities, Inc.
Institutional 13F holdings & portfolio
Holdings
2,784
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,784
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 1.4M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 338K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 76K | $1M+ | SH |
| AAPL | APPLE INC COM | 125K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 81K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 727K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 38K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 182K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 262K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 87K | $1M+ | SH |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 172K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 94K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 23K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | 1.0M | $1M+ | SH |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | 458K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 42K | $1M+ | SH |
| PSTP | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | 360K | $1M+ | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 408K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 38K | $1M+ | SH |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 431K | $1M+ | SH |
| TSLA | TESLA INC COM | 24K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 21K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 115K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 16K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 48K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 67K | $1M+ | SH |
| BSTP | INNOVATOR BUFFER STEP-UP STRATEGY ETF | 249K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 40K | $1M+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 318K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 221K | $1M+ | SH |
| V | VISA INC COM CL A | 25K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 286K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 26K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 41K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 122K | $1M+ | SH |
| FQAL | FIDELITY QUALITY FACTOR ETF | 110K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 77K | $1M+ | SH |
| KO | COCA COLA CO COM | 107K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 227K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 262K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 59K | $1M+ | SH |
| WMT | WALMART INC COM | 57K | $1M+ | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 68K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 39K | $1M+ | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 113K | $1M+ | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 58K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 35K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 40K | $1M+ | SH |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | 50K | $1M+ | SH |