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Sunbelt Securities INC

Portfolio Manager
Sunbelt Securities INC
Performance
+6.58% (2026 Q1)
AUM (13F)
$1.58B
# of Holdings
2954
Performance Rank
Allocation (Top 20)
39.79%

Sunbelt Securities INC Holdings Map

Top 50 Sunbelt Securities INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XOM
EXXON MOBIL CORP COM
14.47%1.35M$229.3M
-1.22%(-16.75K)
2025-Q1: 1.27M shares2025-Q2: 804.9K shares2025-Q3: 1.35M shares2025-Q4: 1.37M shares2026-Q1: 1.35M shares
$110.16(+43.35%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
3.3%299.6K$52.3M
-11.30%(-38.19K)
2025-Q1: 343.7K shares2025-Q2: 350.8K shares2025-Q3: 336.1K shares2025-Q4: 337.8K shares2026-Q1: 299.6K shares
$40.27(+459.58%)
2026-03-31
AAPL
APPLE INC COM
2.02%126.3K$32.0M
+0.82%(+1.03K)
2025-Q1: 116.9K shares2025-Q2: 118.3K shares2025-Q3: 124.8K shares2025-Q4: 125.3K shares2026-Q1: 126.3K shares
$123.94(+142.24%)
2026-03-31
MSFT
MICROSOFT CORP COM
1.83%78.5K$29.1M
+3.68%(+2.78K)
2025-Q1: 69.4K shares2025-Q2: 70.4K shares2025-Q3: 74.7K shares2025-Q4: 75.7K shares2026-Q1: 78.5K shares
$319.31(+32.13%)
2026-03-31
AVGO
BROADCOM INC COM
1.62%82.8K$25.6M
+1.85%(+1.50K)
2025-Q1: 68.1K shares2025-Q2: 73.0K shares2025-Q3: 81.9K shares2025-Q4: 81.3K shares2026-Q1: 82.8K shares
$107.36(+296.03%)
2026-03-31
IAU
ISHARES GOLD TRUST
1.41%253.7K$22.4M
-3.24%(-8.50K)
2025-Q1: 373.6K shares2025-Q2: 252.3K shares2025-Q3: 422.0K shares2025-Q4: 262.2K shares2026-Q1: 253.7K shares
$51.84(+64.96%)
2026-03-31
QQQ
INVESCO QQQ TRUST SERIES I
1.4%38.3K$22.1M
+0.51%(+194)
2025-Q1: 27.6K shares2025-Q2: 25.5K shares2025-Q3: 37.0K shares2025-Q4: 38.1K shares2026-Q1: 38.3K shares
$405.93(+74.64%)
2026-03-31
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
1.37%744.5K$21.7M
+2.41%(+17.53K)
2025-Q1: 658.9K shares2025-Q2: 671.2K shares2025-Q3: 704.3K shares2025-Q4: 727.0K shares2026-Q1: 744.5K shares
$17.32(+97.79%)
2026-03-31
IVW
ISHARES S&P 500 GROWTH ETF
1.31%183.4K$20.7M
+0.85%(+1.55K)
2025-Q1: 178.4K shares2025-Q2: 180.9K shares2025-Q3: 187.0K shares2025-Q4: 181.9K shares2026-Q1: 183.4K shares
$54.85(+149.26%)
2026-03-31
IVV
ISHARES CORE S&P 500 ETF
1.29%31.2K$20.4M
+4.37%(+1.31K)
2025-Q1: 28.6K shares2025-Q2: 36.5K shares2025-Q3: 29.3K shares2025-Q4: 29.9K shares2026-Q1: 31.2K shares
$410.36(+80.93%)
2026-03-31

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