HoldingsChannel.com
Sunbelt Securities Inc. Top Holdings
As of  06/30/2023, below is a summary of the Sunbelt Securities Inc. top holdings by largest position size, as per the latest 13f filing made by Sunbelt Securities Inc.. In the Sunbelt Securities Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sunbelt Securities Inc. in that top holding, then the share count change between reporting periods, and finally the Sunbelt Securities Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
APPLE INC COM 99,115 +1,010 $19,225
     AAPL99,115+1,010$19,225
ISHARES CORE S&P 500 ETF (IVV) 38,193 +1,313 $17,023
     IVV38,193+1,313$17,023
ENCORE WIRE CORP COM 88,959 +8,285 $16,540
     WIRE88,959+8,285$16,540
ISHARES GOLD TRUST (IAU) 440,281 +104,401 $16,022
     IAU440,281+104,401$16,022
MICROSOFT CORP COM 39,829 -1,937 $13,563
     MSFT39,829-1,937$13,563
ISHARES S&P 500 GROWTH ETF (IVW) 180,983 +5,199 $12,756
     IVW180,983+5,199$12,756
AMAZON COM INC COM 86,635 +767 $11,294
     AMZN86,635+767$11,294
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 148,082 +10,318 $11,099
     SCHG148,082+10,318$11,099
NVIDIA CORPORATION COM 24,431 +1,057 $10,335
     NVDA24,431+1,057$10,335
INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) 285,053 +9,911 $7,950
     BALT285,053+9,911$7,950
EXXON MOBIL CORP COM 71,659 -1,110 $7,685
     XOM71,659-1,110$7,685
ISHARES TIPS BOND ETF (TIP) 69,788 +4,891 $7,511
     TIP69,788+4,891$7,511
VISA INC COM CL A 30,830 -1,429 $7,322
     V30,830-1,429$7,322
INNOVATOR POWER BUFFER STEP UP STRATEGY ETF (PSTP) 261,568 +14,026 $7,143
     PSTP261,568+14,026$7,143
INVESCO QQQ TRUST SERIES I 19,248 +271 $7,111
     QQQ19,248+271$7,111
ALPHABET INC CAP STK CL A 56,212 +3,186 $6,729
     GOOGL56,212+3,186$6,729
JOHNSON & JOHNSON COM 40,431 +5,493 $6,692
     JNJ40,431+5,493$6,692
ISHARES S&P 500 VALUE ETF (IVE) 39,297 +852 $6,334
     IVE39,297+852$6,334
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 84,759 +5,777 $6,155
     SCHD84,759+5,777$6,155
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 83,731 +3,993 $5,617
     SCHV83,731+3,993$5,617
INNOVATOR GROWTH ACCELERATED PLUS ETF JANUARY (QTJA) 274,829 +28,016 $5,609
     QTJA274,829+28,016$5,609
ABBVIE INC COM 41,189 -2,346 $5,549
     ABBV41,189-2,346$5,549
SPDR S&P 500 ETF TRUST (SPY) 12,470 +85 $5,528
     SPY12,470+85$5,528
FIDELITY QUALITY FACTOR ETF (FQAL) 106,224 +19,760 $5,370
     FQAL106,224+19,760$5,370
SCHWAB U.S. MID CAP ETF (SCHM) 69,674 +3,833 $4,949
     SCHM69,674+3,833$4,949
CHEVRON CORP NEW COM 31,166 -946 $4,904
     CVX31,166-946$4,904
SCHWAB U.S. SMALL CAP ETF (SCHA) 108,576 +7,018 $4,756
     SCHA108,576+7,018$4,756
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 90,114 -6,661 $4,644
     DGRO90,114-6,661$4,644
BROADCOM INC COM 4,997 -567 $4,334
     AVGO4,997-567$4,334
ISHARES CORE S&P SMALL CAP ETF (IJR) 42,734 +1,168 $4,258
     IJR42,734+1,168$4,258
ISHARES CORE MSCI EUROPE ETF (IEUR) 80,400 +437 $4,231
     IEUR80,400+437$4,231
ENTERPRISE PRODS PARTNERS L P COM 156,037 +16,089 $4,112
     EPD156,037+16,089$4,112
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 54,379 +802 $4,078
     IJK54,379+802$4,078
JPMORGAN CHASE & CO COM 27,798 -289 $4,043
     JPM27,798-289$4,043
PEPSICO INC COM 21,779 +2,279 $4,034
     PEP21,779+2,279$4,034
ALPHABET INC CAP STK CL C 32,800 +4,946 $3,968
     GOOG32,800+4,946$3,968
ISHARES CORE MSCI EAFE ETF (IEFA) 57,061 -9,794 $3,852
     IEFA57,061-9,794$3,852
ADOBE SYSTEMS INCORPORATED COM 7,817 -55 $3,822
     ADBE7,817-55$3,822
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 32,416 +595 $3,726
     IJT32,416+595$3,726
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF JANUARY (XBJA) 150,690 +2,830 $3,705
     XBJA150,690+2,830$3,705
TESLA INC COM 14,085 -991 $3,687
     TSLA14,085-991$3,687
MASTERCARD INCORPORATED CL A 9,242 +88 $3,635
     MA9,242+88$3,635
FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) 64,563 +12,267 $3,492
     ONEQ64,563+12,267$3,492
VALERO ENERGY CORP COM 29,212 -2,508 $3,427
     VLO29,212-2,508$3,427
INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF OCTOBER (XTOC) 134,586 -22,517 $3,251
     XTOC134,586-22,517$3,251
PROCTER AND GAMBLE CO COM 21,083 +2,891 $3,199
     PG21,083+2,891$3,199
INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF OCTOBER (XBOC) 122,181 -6,564 $3,142
     XBOC122,181-6,564$3,142
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 31,735 +1,187 $3,105
     ITOT31,735+1,187$3,105
META PLATFORMS INC CL A 10,643 -780 $3,054
     META10,643-780$3,054
CONOCOPHILLIPS COM 28,015 +1,404 $2,903
     COP28,015+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.

Size ($ in 1000's)
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

Sunbelt Securities Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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