Sunbelt Securities, Inc. Purchases in Q1 2025

Sunbelt Securities, Inc.

  • $1.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
468K
+ 58.14%
$105.44 - $118.93 $49.3M - $55.7M
1.27M $151M
IAU
Ishares Gold Trust

ETFs
121K
+ 48.08%
$49.74 - $58.96 $6.03M - $7.15M
374K $22M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
71K
New
$50.48 - $51.04 $3.58M - $3.62M
71K $3.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
68.1K
+ 15.91%
$27.01 - $28.54 $1.84M - $1.94M
497K $13.9M
PLTR
Palantir Technologies Inc.

Technology
14.4K
+ 22.84%
$64.98 - $124.62 $934K - $1.79M
77.3K $6.53M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
58.6K
+ 22.41%
$31.14 - $32.81 $1.82M - $1.92M
320K $10M
HDV
Ishares Core High Dividend ETF

ETFs
5.78K
+ 14.85%
$110.86 - $121.12 $640K - $700K
44.7K $5.41M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
38.3K
+ 16.83%
$31.97 - $34.34 $1.22M - $1.32M
266K $8.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
255
+ 2.82%
$442.66 - $534.52 $113K - $136K
9.3K $4.95M
EPD
Enterprise Products Partners L.P.

Energy
7.08K
+ 3.33%
$31.75 - $34.14 $225K - $242K
220K $7.51M
RDVY
First Trust Rising Dividend Ac

ETFs
12.6K
+ 93.62%
$57.22 - $63.39 $722K - $800K
26.1K $1.53M
SLV
I Shares Silver Trust

ETFs
20.4K
+ 98.35%
$26.93 - $31.32 $548K - $637K
41K $1.27M
IEV
Ishares Tr Europe ETF

ETFs
12.3K
+ 4328.62%
$51.89 - $60.68 $636K - $743K
12.5K $729K
FTSD
Franklin ETF Tr Liberty Short

ETFs
7.5K
+ 431.65%
$90.09 - $90.89 $676K - $682K
9.24K $838K
AMT
American Tower Corp

Real Estate
2.04K
+ 40.84%
$173.46 - $217.6 $354K - $445K
7.05K $1.53M
IEFA
Ishares Tr

ETFs
742
+ 0.77%
$69.57 - $78.65 $51.6K - $58.4K
96.7K $7.31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.7K
+ 45.49%
$85.29 - $92.57 $486K - $527K
18.2K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
+ 11.6%
$551.42 - $612.93 $887K - $986K
15.5K $8.66M
FSK
Fs Kkr Capital Corp

Financial Services
25.8K
+ 76.99%
$20.47 - $24.06 $527K - $620K
59.2K $1.24M
LUCD
Lucid Diagnostics Inc.

Healthcare
300K
+ 357.15%
$0.79 - $1.59 $237K - $477K
384K $572K
EWG
Ishares Msci Germany ETF

ETFs
13.5K
New
$31.57 - $39.31 $425K - $530K
13.5K $499K
CRBG
Corebridge Financial, Inc.

Financial Services
14K
+ 1400.0%
$29.61 - $34.68 $415K - $486K
15K $473K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.78K
+ 207.57%
$50.82 - $52.7 $396K - $410K
11.5K $605K
WMT
Walmart Inc.

Consumer Defensive
5.91K
+ 14.22%
$84.5 - $105.05 $499K - $621K
47.5K $4.17M
PNNT
Pennantpark Investment Corp

Financial Services
54.4K
+ 309.77%
$6.78 - $7.27 $369K - $396K
72K $506K
IAK
Ishares Tr

ETFs
2.74K
New
$121.85 - $137.9 $334K - $378K
2.74K $377K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.13K
New
$110.9 - $132.93 $347K - $416K
3.13K $355K
GLD
Spdr Gold Trust

ETFs
821
+ 32.17%
$243.19 - $288.14 $200K - $237K
3.37K $971K
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 2.2%
$890.62 - $1076.86 $136K - $165K
7.11K $6.72M
ATO
Atmos Energy Corp

Utilities
2.25K
New
$136.51 - $154.58 $308K - $348K
2.25K $348K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
4.58K
New
$74.36 - $83.68 $340K - $383K
4.58K $340K
FDLO
Fidelity Covington Tr Low Vola

ETFs
5.34K
+ 87.14%
$59.43 - $63.22 $317K - $337K
11.5K $694K
HYG
Ishares Tr

ETFs
4.01K
+ 25.34%
$78.51 - $80.11 $314K - $321K
19.8K $1.56M
EPOL
Ishares Tr Msci Poland ETF

ETFs
11.4K
New
$20.91 - $29.15 $238K - $332K
11.4K $318K
MCO
Moodys Corp

Financial Services
677
+ 657.28%
$437.8 - $527.48 $296K - $357K
780 $363K
ABT
Abbott Laboratories

Healthcare
489
+ 4.0%
$111.1 - $140.22 $54.3K - $68.6K
12.7K $1.69M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.44K
+ 6.63%
$90.0 - $96.32 $310K - $331K
55.3K $5.1M
CB
Chubb LTD

Financial Services
892
+ 93.4%
$257.71 - $301.99 $230K - $269K
1.85K $557K
ABR
Arbor Realty Trust Inc

Real Estate
27.4K
+ 136.73%
$11.68 - $13.98 $320K - $383K
47.5K $557K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
939
+ 2.45%
$128.74 - $138.67 $121K - $130K
39.3K $5.33M
AMAT
Applied Materials Inc

Technology
1.9K
+ 200.42%
$145.06 - $195.51 $275K - $371K
2.84K $412K
EFNL
Ishares Tr Msci Finland ETF

ETFs
6.94K
New
$32.29 - $39.03 $224K - $271K
6.94K $255K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.46K
+ 1265.98%
$100.56 - $108.28 $247K - $266K
2.65K $273K
EWN
Ishares Msci Netherlnds ETF

ETFs
5.39K
New
$44.27 - $49.49 $238K - $267K
5.39K $251K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.87K
+ 27.02%
$51.45 - $58.51 $353K - $402K
32.3K $1.67M
MP
Mp Materials Corp.

Basic Materials
9.1K
+ 472.71%
$16.39 - $26.93 $149K - $245K
11K $268K
TROW
Price T Rowe Group Inc

Financial Services
3.21K
+ 98.92%
$91.57 - $116.93 $294K - $375K
6.45K $592K
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.02K
+ 46.79%
$58.79 - $65.0 $236K - $261K
12.6K $751K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.35K
+ 622.3%
$67.24 - $84.27 $225K - $282K
3.89K $265K
Activity Summary
Buys All Purchases 570 New Holdings 119 Increased Positions 451 Sells All Sells 625 Reductions 622 Sold out 3 Options Calls 0 Puts 0
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