
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
99,115 | +1,010 | $19,225 |
AAPL | 99,115 | +1,010 | $19,225 |
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38,193 | +1,313 | $17,023 |
IVV | 38,193 | +1,313 | $17,023 |
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88,959 | +8,285 | $16,540 |
WIRE | 88,959 | +8,285 | $16,540 |
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440,281 | +104,401 | $16,022 |
IAU | 440,281 | +104,401 | $16,022 |
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39,829 | -1,937 | $13,563 |
MSFT | 39,829 | -1,937 | $13,563 |
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180,983 | +5,199 | $12,756 |
IVW | 180,983 | +5,199 | $12,756 |
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86,635 | +767 | $11,294 |
AMZN | 86,635 | +767 | $11,294 |
![]() |
148,082 | +10,318 | $11,099 |
SCHG | 148,082 | +10,318 | $11,099 |
![]() |
24,431 | +1,057 | $10,335 |
NVDA | 24,431 | +1,057 | $10,335 |
![]() |
285,053 | +9,911 | $7,950 |
BALT | 285,053 | +9,911 | $7,950 |
![]() |
71,659 | -1,110 | $7,685 |
XOM | 71,659 | -1,110 | $7,685 |
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69,788 | +4,891 | $7,511 |
TIP | 69,788 | +4,891 | $7,511 |
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30,830 | -1,429 | $7,322 |
V | 30,830 | -1,429 | $7,322 |
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261,568 | +14,026 | $7,143 |
PSTP | 261,568 | +14,026 | $7,143 |
![]() |
19,248 | +271 | $7,111 |
QQQ | 19,248 | +271 | $7,111 |
![]() |
56,212 | +3,186 | $6,729 |
GOOGL | 56,212 | +3,186 | $6,729 |
![]() |
40,431 | +5,493 | $6,692 |
JNJ | 40,431 | +5,493 | $6,692 |
![]() |
39,297 | +852 | $6,334 |
IVE | 39,297 | +852 | $6,334 |
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84,759 | +5,777 | $6,155 |
SCHD | 84,759 | +5,777 | $6,155 |
![]() |
83,731 | +3,993 | $5,617 |
SCHV | 83,731 | +3,993 | $5,617 |
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274,829 | +28,016 | $5,609 |
QTJA | 274,829 | +28,016 | $5,609 |
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41,189 | -2,346 | $5,549 |
ABBV | 41,189 | -2,346 | $5,549 |
![]() |
12,470 | +85 | $5,528 |
SPY | 12,470 | +85 | $5,528 |
![]() |
106,224 | +19,760 | $5,370 |
FQAL | 106,224 | +19,760 | $5,370 |
![]() |
69,674 | +3,833 | $4,949 |
SCHM | 69,674 | +3,833 | $4,949 |
![]() |
31,166 | -946 | $4,904 |
CVX | 31,166 | -946 | $4,904 |
![]() |
108,576 | +7,018 | $4,756 |
SCHA | 108,576 | +7,018 | $4,756 |
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90,114 | -6,661 | $4,644 |
DGRO | 90,114 | -6,661 | $4,644 |
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4,997 | -567 | $4,334 |
AVGO | 4,997 | -567 | $4,334 |
![]() |
42,734 | +1,168 | $4,258 |
IJR | 42,734 | +1,168 | $4,258 |
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80,400 | +437 | $4,231 |
IEUR | 80,400 | +437 | $4,231 |
![]() |
156,037 | +16,089 | $4,112 |
EPD | 156,037 | +16,089 | $4,112 |
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54,379 | +802 | $4,078 |
IJK | 54,379 | +802 | $4,078 |
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27,798 | -289 | $4,043 |
JPM | 27,798 | -289 | $4,043 |
![]() |
21,779 | +2,279 | $4,034 |
PEP | 21,779 | +2,279 | $4,034 |
![]() |
32,800 | +4,946 | $3,968 |
GOOG | 32,800 | +4,946 | $3,968 |
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57,061 | -9,794 | $3,852 |
IEFA | 57,061 | -9,794 | $3,852 |
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7,817 | -55 | $3,822 |
ADBE | 7,817 | -55 | $3,822 |
![]() |
32,416 | +595 | $3,726 |
IJT | 32,416 | +595 | $3,726 |
![]() |
150,690 | +2,830 | $3,705 |
XBJA | 150,690 | +2,830 | $3,705 |
![]() |
14,085 | -991 | $3,687 |
TSLA | 14,085 | -991 | $3,687 |
![]() |
9,242 | +88 | $3,635 |
MA | 9,242 | +88 | $3,635 |
![]() |
64,563 | +12,267 | $3,492 |
ONEQ | 64,563 | +12,267 | $3,492 |
![]() |
29,212 | -2,508 | $3,427 |
VLO | 29,212 | -2,508 | $3,427 |
![]() |
134,586 | -22,517 | $3,251 |
XTOC | 134,586 | -22,517 | $3,251 |
![]() |
21,083 | +2,891 | $3,199 |
PG | 21,083 | +2,891 | $3,199 |
![]() |
122,181 | -6,564 | $3,142 |
XBOC | 122,181 | -6,564 | $3,142 |
![]() |
31,735 | +1,187 | $3,105 |
ITOT | 31,735 | +1,187 | $3,105 |
![]() |
10,643 | -780 | $3,054 |
META | 10,643 | -780 | $3,054 |
![]() |
28,015 | +1,404 | $2,903 |
COP | 28,015 | +1,404 | $2,903 |
See Full List: All Stocks Held By Sunbelt Securities Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Sunbelt Securities Inc.
![]() At 06/30/2023: $695,290 At 03/31/2023: $621,816 Sunbelt Securities Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sunbelt Securities Inc. 13F filings. Link to 13F filings: SEC filings |