Top 50 Sunbelt Securities INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 14.47% | 1.35M | $229.3M | -1.22%(-16.75K) | $110.16(+43.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.3% | 299.6K | $52.3M | -11.30%(-38.19K) | $40.27(+459.58%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.02% | 126.3K | $32.0M | +0.82%(+1.03K) | $123.94(+142.24%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.83% | 78.5K | $29.1M | +3.68%(+2.78K) | $319.31(+32.13%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 1.62% | 82.8K | $25.6M | +1.85%(+1.50K) | $107.36(+296.03%) | 2026-03-31 | |
| IAU | ISHARES GOLD TRUST | 1.41% | 253.7K | $22.4M | -3.24%(-8.50K) | $51.84(+64.96%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 1.4% | 38.3K | $22.1M | +0.51%(+194) | $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) | $17.32(+97.79%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 1.31% | 183.4K | $20.7M | +0.85%(+1.55K) | $54.85(+149.26%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.29% | 31.2K | $20.4M | +4.37%(+1.31K) | $410.36(+80.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.46% | +88.17% |
| Top 20 Holdings Unweighted | +19.63% | +71.20% |
Sign up free to track Sunbelt Securities INC, compare funds side by side, and get alerts the moment positions change.