Sunbelt Securities, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SS Sunbelt Securities, Inc. | Institutional Filer | ▲ 5.65% | $1.58B | 2954 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2954)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil Corporation | Energy | 1.4M | $229.3M | 14.47% |
| 2 | NVDA | NVIDIA Corporation | Technology | 300K | $52.3M | 3.30% |
| 3 | AAPL | Apple Inc. | Technology | 126K | $32.0M | 2.02% |
| 4 | MSFT | Microsoft Corporation | Technology | 79K | $29.1M | 1.83% |
| 5 | AVGO | Broadcom Inc. | Technology | 83K | $25.6M | 1.62% |
| 6 | IAU | ISHARES GOLD TRUST | — | 254K | $22.4M | 1.41% |
| 7 | QQQ | Invesco QQQ Trust | — | 38K | $22.1M | 1.40% |
| 8 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | — | 745K | $21.7M | 1.37% |
| 9 | IVW | ISHARES S&P 500 GROWTH ETF | — | 183K | $20.7M | 1.31% |
| 10 | IVV | ISHARES CORE S&P 500 ETF | — | 31K | $20.4M | 1.29% |
| 11 | BPRE | BLUEROCK PVT REAL ESTATE FD COM | — | 1.2M | $19.7M | 1.24% |
| 12 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | — | 165K | $19.2M | 1.21% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 89K | $18.5M | 1.17% |
| 14 | BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | — | 468K | $15.7M | 0.99% |
| 15 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | — | 511K | $15.6M | 0.98% |
Showing 1 to 15 of 1000 holdings