Sunbelt Securities, Inc.
CIK Number: 0001632932
1.12B
Market Value
1,607
# of Holdings
10 months
Avg. Holding Period
38.20%
Win Rate
29.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 804.88K | +433.90% | 85.12M | 104.36 | 7.50% |
| 2 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 350.84K | +2.69% | 48.24M | 44.11 | 4.25% |
| 3 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 70.41K | +73.48% | 29.91M | 302.34 | 2.64% |
| 4 | AAPL | Apple Inc. | 195.57 | -1.44% | 118.3K | +2.43% | 29.84M | 119.73 | 2.63% |
| 5 | IVV | iShares Core S&... | 598.51 | -0.87% | 36.54K | -3.77% | 21.59M | 397.49 | 1.90% |
| 6 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 91.32K | -0.27% | 20.21M | 113.73 | 1.78% |
| 7 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 671.58K | +262.27% | 18.9M | 17.16 | 1.67% |
| 8 | IVW | iShares S&P 500... | 105.37 | -0.85% | 180.83K | -1.46% | 18.52M | 50.8 | 1.63% |
| 9 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 73.02K | +0.25% | 17.2M | 73.49 | 1.52% |
| 10 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 35.22K | +70.23% | 14.7M | 274.59 | 1.30% |
| 11 | BALT | Innovator Defin... | 32.00 | -0.06% | 421.74K | +10.26% | 13.25M | 27.52 | 1.17% |
| 12 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 25.55K | +49.53% | 13.17M | 333.63 | 1.16% |
| 13 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 252.26K | -16.67% | 12.42M | 36.63 | 1.09% |
| 14 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 428.4K | +257.24% | 11.67M | 25.55 | 1.03% |
| 15 | PG | The Procter & G... | 158.46 | -1.5% | 68.4K | +38.31% | 11.43M | 149.26 | 1.01% |
| 16 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 49.37K | -1.49% | 9.44M | 84.14 | 0.83% |
| 17 | IVE | iShares S&P 500... | 189.84 | -0.94% | 47.76K | +15.22% | 9.1M | 148.72 | 0.80% |
| 18 | CGUS | Capital Group C... | 35.74 | -0.74% | 240.93K | -2.6% | 8.45M | 28.12 | 0.74% |
| 19 | META | Meta Platforms,... | 697.17 | -0.7% | 14.22K | +4.78% | 8.41M | 302.43 | 0.74% |
| 20 | PSTP | Innovator Power... | 32.72 | -0.56% | 261.31K | +8.42% | 8.39M | 26.72 | 0.74% |
| 21 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 46.49K | -0.25% | 8.19M | 105.82 | 0.72% |
| 22 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 13.87K | -2.72% | 8.16M | 364.66 | 0.72% |
| 23 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 56.07K | +11.31% | 8.04M | 151.77 | 0.71% |
| 24 | MRK | Merck & Co., In... | 78.33 | -3.25% | 78.76K | +54.27% | 7.75M | 99.09 | 0.68% |
| 25 | BSTP | Innovator Buffe... | 33.81 | -0.46% | 227.57K | +15.03% | 7.6M | 30.49 | 0.67% |
| 26 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 284.33K | +84.47% | 7.35M | 20.3 | 0.65% |
| 27 | V | Visa Inc. | 357.69 | +0.62% | 23.05K | -20.18% | 7.27M | 171.97 | 0.64% |
| 28 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 29.35K | +5.74% | 7.02M | 124.64 | 0.62% |
| 29 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 247.1K | +171.32% | 6.84M | 21.67 | 0.60% |
| 30 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 35.48K | +1.18% | 6.84M | 95.81 | 0.60% |
| 31 | IEFA | iShares Core MS... | 80.91 | -1.24% | 95.93K | +50.32% | 6.75M | 66.77 | 0.59% |
| 32 | EPD | Enterprise Prod... | 31.22 | -0.98% | 212.95K | -12.86% | 6.64M | 25.5 | 0.59% |
| 33 | FQAL | Fidelity Qualit... | 67.59 | -0.81% | 99.86K | -3.5% | 6.55M | 40.01 | 0.58% |
| 34 | BOXX | Alpha Architect... | 112.46 | -0.01% | 59K | +25.53% | 6.5M | 108.33 | 0.57% |
| 35 | CGMS | Capital Group U... | 27.38 | +0.15% | 235.77K | +100.00% | 6.44M | 27.28 | 0.57% |
| 36 | COST | Costco Wholesal... | 977.59 | -0.69% | 6.96K | +4.22% | 6.42M | 511.44 | 0.57% |
| 37 | ONEQ | Fidelity Nasdaq... | 76.81 | -0.85% | 82.71K | +12.11% | 6.34M | 55.74 | 0.56% |
| 38 | IJR | iShares Core S&... | 105.81 | -1.09% | 53.21K | +2.87% | 6.12M | 97.47 | 0.54% |
| 39 | NVDY | YieldMax NVDA O... | 16.45 | -0.15% | 253.37K | +42.55% | 6.02M | 26.57 | 0.53% |
| 40 | KO | The Coca-Cola C... | 69.60 | -1.31% | 87.01K | +742.59% | 5.4M | 61.88 | 0.48% |
| 41 | IJK | iShares S&P Mid... | 88.11 | -0.76% | 57.01K | -0.1% | 5.19M | 53.65 | 0.46% |
| 42 | EUSA | iShares MSCI US... | 96.22 | -0.72% | 53.5K | +42.33% | 5.1M | 85.69 | 0.45% |
| 43 | CVX | Chevron Corpora... | 148.85 | +1.93% | 35.64K | -2.42% | 5.1M | 124.37 | 0.45% |
| 44 | SDY | SPDR S&P Divide... | 134.04 | -0.86% | 38.35K | +276.68% | 5.05M | 124.43 | 0.44% |
| 45 | DGRO | iShares Core Di... | 62.20 | -0.9% | 81.51K | +0.74% | 4.99M | 43.74 | 0.44% |
| 46 | CGBL | Capital Group C... | 32.59 | -0.5% | 156.92K | +1.49% | 4.92M | 28.16 | 0.43% |
| 47 | IJT | iShares S&P Sma... | 128.65 | -0.81% | 36.02K | +8.96% | 4.88M | 83.34 | 0.43% |
| 48 | PLTR | Palantir Techno... | 138.17 | -2.29% | 62.95K | +3.11K% | 4.86M | 74.38 | 0.43% |
| 49 | IUSV | iShares Core S&... | 91.94 | -0.91% | 51.84K | +8.47% | 4.8M | 83.46 | 0.42% |
| 50 | ITOT | iShares Core S&... | 130.11 | -0.88% | 36.3K | -3.18% | 4.68M | 78.05 | 0.41% |
| 51 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 180.3K | +56.24% | 4.68M | 21.81 | 0.41% |
| 52 | QTJA | Innovator Growt... | 26.32 | -0.88% | 184.71K | -49.03% | 4.64M | 20.39 | 0.41% |
| 53 | MO | Altria Group, I... | 58.95 | +0.26% | 84.83K | +27.79% | 4.42M | 46.36 | 0.39% |
| 54 | HDV | iShares Core Hi... | 116.30 | -0.63% | 38.89K | +0.63% | 4.34M | 100.97 | 0.38% |
| 55 | VZ | Verizon Communi... | 41.85 | -1.52% | 107.98K | +1.85% | 4.28M | 42.5 | 0.38% |
| 56 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 9.04K | -6.35% | 4.09M | 303.36 | 0.36% |
| 57 | WMT | Walmart Inc. | 94.21 | -0.08% | 41.55K | +3.68% | 3.76M | 46.47 | 0.33% |
| 58 | GOCT | FT Cboe Vest U.... | 35.75 | -0.44% | 106.34K | +100.00% | 3.73M | 34.99 | 0.33% |
| 59 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 22.47K | -8.6% | 3.62M | 98.12 | 0.32% |
| 60 | MMM | 3M Company | 142.13 | -2.02% | 27.05K | +4.89% | 3.49M | 103.14 | 0.31% |
| 61 | ET | Energy Transfer... | 17.91 | -1.29% | 177.81K | -38.94% | 3.48M | 12.5 | 0.31% |
| 62 | MA | Mastercard Inco... | 569.23 | +0.10% | 6.48K | -32.95% | 3.41M | 275.19 | 0.30% |
| 63 | GFEB | First Trust Exc... | 38.23 | -0.39% | 90.92K | -48.7% | 3.4M | 34.29 | 0.30% |
| 64 | VGT | Vanguard Inform... | 629.24 | -0.73% | 5.39K | +60.17% | 3.38M | 402.77 | 0.30% |
| 65 | COMT | iShares GSCI Co... | 27.41 | +1.95% | 133.85K | +28.26K% | 3.36M | 25.32 | 0.30% |
| 66 | GMAR | First Trust Exc... | 38.36 | -0.27% | 88.52K | -7.69% | 3.32M | 34.69 | 0.29% |
| 67 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 3.62K | -2.32% | 3.26M | 267.83 | 0.29% |
| 68 | TSLY | YieldMax TSLA O... | 8.14 | -2.86% | 219.73K | +7.01% | 3.24M | 14.31 | 0.29% |
| 69 | CGDV | Capital Group D... | 38.27 | -0.84% | 91.28K | -4.71% | 3.22M | 30.71 | 0.28% |
| 70 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 20.19K | +0.51% | 3.06M | 143.87 | 0.27% |
| 71 | CGGR | Capital Group G... | 38.84 | -0.96% | 80.3K | -0.66% | 3.01M | 29.24 | 0.26% |
| 72 | MCD | McDonald's Corp... | 292.33 | -1.33% | 10.23K | +7.30% | 2.96M | 227.9 | 0.26% |
| 73 | VLO | Valero Energy C... | 141.96 | +3.05% | 24.6K | -0.74% | 2.94M | 82.08 | 0.26% |
| 74 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 2.74K | -9.33% | 2.93M | 410.38 | 0.26% |
| 75 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 109.1K | -1.94% | 2.92M | 26.87 | 0.26% |
| 76 | IBM | International B... | 283.06 | +0.44% | 12.92K | +16.95% | 2.85M | 154.24 | 0.25% |
| 77 | T | AT&T Inc. | 27.64 | -1.16% | 125.6K | -19.14% | 2.84M | 20.1 | 0.25% |
| 78 | FTEC | Fidelity MSCI I... | 187.13 | -0.8% | 14.56K | +0.23% | 2.72M | 109.52 | 0.24% |
| 79 | XLK | Technology Sele... | 241.22 | -0.75% | 11.1K | -13.97% | 2.6M | 174.31 | 0.23% |
| 80 | PM | Philip Morris I... | 183.44 | +0.08% | 21.66K | +328.83% | 2.6M | 114.74 | 0.23% |
| 81 | DIA | SPDR Dow Jones ... | 423.07 | -0.75% | 6.02K | -0.54% | 2.56M | 272.02 | 0.23% |
| 82 | IGRO | iShares Interna... | 77.66 | -1.03% | 37.71K | +7.24% | 2.56M | 62.82 | 0.23% |
| 83 | KJAN | Innovator U.S. ... | 36.81 | -0.39% | 68.3K | +6.04% | 2.55M | 31.79 | 0.22% |
| 84 | KMI | Kinder Morgan, ... | 27.46 | -0.7% | 92.92K | +2.61% | 2.54M | 17.42 | 0.22% |
| 85 | FENY | Fidelity MSCI E... | 24.55 | +0.97% | 107.37K | +18.85% | 2.53M | 21.53 | 0.22% |
| 86 | FDEM | Fidelity Emergi... | 27.55 | -1.04% | 99.25K | +19.37% | 2.52M | 22.96 | 0.22% |
| 87 | INTC | Intel Corporati... | 20.79 | +0.24% | 126.83K | +1.35% | 2.51M | 23.7 | 0.22% |
| 88 | MPC | Marathon Petrol... | 170.16 | +2.03% | 18.41K | -0.64% | 2.5M | 83.3 | 0.22% |
| 89 | DELL | Dell Technologi... | 115.92 | +1.92% | 21.63K | +0.04% | 2.48M | 118.08 | 0.22% |
| 90 | HD | The Home Depot,... | 348.70 | -1.37% | 6.33K | +2.79% | 2.46M | 244.29 | 0.22% |
| 91 | GSEP | FT Cboe Vest U.... | 35.92 | -0.42% | 69.15K | +289.41% | 2.43M | 34.78 | 0.21% |
| 92 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 26.31K | +3.66% | 2.38M | 81.94 | 0.21% |
| 93 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 40.06K | +1.84% | 2.37M | 45.38 | 0.21% |
| 94 | AMD | Advanced Micro ... | 127.15 | +0.60% | 19.05K | -1.43% | 2.33M | 146.29 | 0.21% |
| 95 | BX | Blackstone Inc. | 135.67 | -1.87% | 13.48K | +95.15% | 2.32M | 130.4 | 0.20% |
| 96 | ANET | Arista Networks... | 89.66 | -5.71% | 20.65K | +100.00% | 2.3M | 110.53 | 0.20% |
| 97 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 14.78K | -0.93% | 2.28M | 83.62 | 0.20% |
| 98 | GJUN | First Trust Exc... | 36.97 | -0.79% | 61.41K | -0.15% | 2.21M | 33.59 | 0.20% |
| 99 | ITA | iShares U.S. Ae... | 179.94 | +0.43% | 15.03K | +6.77% | 2.19M | 120.76 | 0.19% |
| 100 | GJUL | FT Vest U.S. Eq... | 37.62 | -0.61% | 59.41K | -1.56% | 2.18M | 34.14 | 0.19% |
| 101 | BAPR | Innovator S&P 5... | 44.27 | -0.62% | 48.65K | -1.22% | 2.17M | 30.88 | 0.19% |
| 102 | DVY | iShares Select ... | 129.58 | -0.84% | 16.29K | -0.92% | 2.13M | 108.81 | 0.19% |
| 103 | UPS | United Parcel S... | 99.72 | -1.36% | 16.92K | -3.26% | 2.12M | 131.71 | 0.19% |
| 104 | LMT | Lockheed Martin... | 478.69 | +2.49% | 4.12K | +7.28% | 1.99M | 430.66 | 0.18% |
| 105 | C | Citigroup Inc. | 77.36 | -0.91% | 27.95K | -65.18% | 1.97M | 50.28 | 0.17% |
| 106 | FJAN | FT Cboe Vest U.... | 46.42 | -0.48% | 41.56K | -30.94% | 1.91M | 38.8 | 0.17% |
| 107 | TCAF | T. Rowe Price E... | 34.22 | -0.57% | 56.62K | -5.16% | 1.89M | 32.3 | 0.17% |
| 108 | PFE | Pfizer Inc. | 24.00 | -1.64% | 71.24K | +19.03% | 1.88M | 35.7 | 0.17% |
| 109 | VUG | Vanguard Growth... | 420.16 | -0.82% | 4.54K | -15.89% | 1.88M | 206.74 | 0.17% |
| 110 | IWM | iShares Russell... | 208.41 | -1.12% | 8.41K | -22.98% | 1.86M | 190.05 | 0.16% |
| 111 | DOW | Dow Inc. | 29.45 | -3.68% | 47.03K | +41.59% | 1.85M | 49.44 | 0.16% |
| 112 | DJUL | FT Cboe Vest U.... | 43.03 | -0.65% | 43.85K | 0.00% | 1.85M | 35.74 | 0.16% |
| 113 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 31.79K | +1.63% | 1.84M | 54.38 | 0.16% |
| 114 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 10.49K | +7.06% | 1.84M | 137.08 | 0.16% |
| 115 | PYPL | PayPal Holdings... | 70.64 | -2.23% | 21.46K | -4.55% | 1.83M | 88.98 | 0.16% |
| 116 | LLY | Eli Lilly and C... | 791.46 | -2% | 2.36K | -56.67% | 1.83M | 571.6 | 0.16% |
| 117 | VRT | Vertiv Holdings... | 116.67 | +0.19% | 15.53K | +13.62% | 1.8M | 84.47 | 0.16% |
| 118 | SOC | Sable Offshore ... | 22.64 | -1.69% | 75K | 0.00% | 1.78M | 10.95 | 0.16% |
| 119 | TJX | The TJX Compani... | 123.00 | -1.02% | 14.68K | -1.85% | 1.78M | 72.01 | 0.16% |
| 120 | IYE | iShares U.S. En... | 46.77 | +0.68% | 39.27K | +10.27% | 1.77M | 35.61 | 0.16% |
| 121 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 41.29K | -14.45% | 1.76M | 41.78 | 0.15% |
| 122 | AMGN | Amgen Inc. | 290.07 | -1.86% | 6.72K | +43.90% | 1.74M | 230.68 | 0.15% |
| 123 | LOW | Lowe's Companie... | 211.90 | -1.94% | 7.04K | +1.44% | 1.74M | 120.55 | 0.15% |
| 124 | IJH | iShares Core S&... | 60.20 | -0.88% | 27.7K | +17.09% | 1.72M | 48.61 | 0.15% |
| 125 | PRU | Prudential Fina... | 103.37 | -1.5% | 14.57K | -3.41% | 1.72M | 97.7 | 0.15% |
| 126 | SLRC | SLR Investment ... | 16.21 | +0.22% | 105.57K | +4.96% | 1.72M | 13.98 | 0.15% |
| 127 | RTX | RTX Corporation | 148.49 | +1.39% | 14.8K | -9.23% | 1.71M | 69.02 | 0.15% |
| 128 | ACN | Accenture plc | 312.02 | -0.73% | 4.82K | -7.2% | 1.7M | 201.53 | 0.15% |
| 129 | XBJA | Innovator U.S. ... | 29.56 | -0.57% | 57.59K | -9.83% | 1.66M | 23.12 | 0.15% |
| 130 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 23.41K | -1.74% | 1.65M | 44.29 | 0.15% |
| 131 | CMI | Cummins Inc. | 314.69 | -2.36% | 4.67K | -1.1% | 1.63M | 214.17 | 0.14% |
| 132 | GLPI | Gaming and Leis... | 46.06 | +0.30% | 33.99K | 0.00% | 1.62M | 46.24 | 0.14% |
| 133 | FICO | Fair Isaac Corp... | 1778.93 | -1.95% | 795 | -1.49% | 1.6M | 510.16 | 0.14% |
| 134 | NJAN | Innovator Growt... | 49.66 | -0.53% | 32.81K | +3.90% | 1.58M | 40.76 | 0.14% |
| 135 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 9.41K | +10.80% | 1.57M | 104.15 | 0.14% |
| 136 | FIDU | Fidelity MSCI I... | 74.87 | -0.76% | 22.24K | +48.00% | 1.56M | 55.58 | 0.14% |
| 137 | EEM | iShares MSCI Em... | 46.62 | -1.3% | 37.29K | -2.68% | 1.56M | 39.64 | 0.14% |
| 138 | COP | ConocoPhillips | 95.58 | +0.61% | 16.02K | -8.12% | 1.56M | 56.94 | 0.14% |
| 139 | BKNG | Booking Holding... | 5303.93 | -1.21% | 309 | -8.85% | 1.54M | 1815.04 | 0.14% |
| 140 | GILD | Gilead Sciences... | 108.12 | -2.45% | 16.68K | +6.22% | 1.53M | 70.4 | 0.14% |
| 141 | MPW | Medical Propert... | 4.43 | -0.11% | 408.99K | -0.72% | 1.52M | 6.49 | 0.13% |
| 142 | DNOV | FT Cboe Vest U.... | 43.70 | -0.39% | 35.15K | -6.37% | 1.51M | 32.89 | 0.13% |
| 143 | IYC | iShares US Cons... | 95.59 | -1.32% | 15.59K | +4.15% | 1.51M | 64.63 | 0.13% |
| 144 | FMAT | Fidelity MSCI M... | 49.33 | -0.94% | 30.99K | +3.04% | 1.49M | 47.5 | 0.13% |
| 145 | QTOC | Innovator Growt... | 30.96 | -0.67% | 49.8K | -19.31% | 1.47M | 22.49 | 0.13% |
| 146 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 8.19K | -2.48% | 1.46M | 142.24 | 0.13% |
| 147 | FELV | Fidelity Coving... | 30.98 | -0.77% | 47.87K | -3.4% | 1.46M | 28.83 | 0.13% |
| 148 | JEPQ | JPMorgan Nasdaq... | 52.78 | -0.7% | 25.42K | -2.21% | 1.46M | 54.4 | 0.13% |
| 149 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 13.48K | -23.91% | 1.44M | 106.72 | 0.13% |
| 150 | NEE | NextEra Energy,... | 71.88 | -2.58% | 19.92K | -2.77% | 1.43M | 71.19 | 0.13% |