Sunbelt Securities, Inc. Purchases in Q1 2025

Sunbelt Securities, Inc.

  • $1.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWJ
Invesco Exchange Traded Fd Tr

ETFs
24
New
$40.15 - $47.73 $964 - $1.15K
24 $0
Alerian Mlp ETF
7
+ 6.48%
N/A
115 $0
Ltc Pptys Inc Com
31.4K
+ 523.73%
N/A
37.4K $0
Kimberly Clark Corp Com
33
+ 0.66%
N/A
5.07K $0
Keycorp Com
161
+ 0.6%
N/A
27.2K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4
+ 5.13%
$77.33 - $90.16 $309 - $361
82 $6K
Axcelis Technologies Inc Com New
100
New
N/A
100 $0
BUCK
Simplify Exchange Traded Fds S
100
New
N/A
100 $0
Simon Ppty Group Inc New Com
2.39K
New
N/A
2.39K $0
Siren ETF Trust Siren Nasdaq Nexgen Economy ETF
488
+ 97.41%
N/A
989 $0
Walgreens Boots Alliance Inc Com
4.22K
New
N/A
4.22K $0
BEP
Brookfield Renewable Partners L.P.

Utilities
2
+ 1.03%
$20.03 - $23.79 $40.1 - $47.6
196 $4K
OPI
Office Properties Income Trust

Real Estate
2
+ 0.4%
$0.46 - $1.01 $0.92 - $2.02
500 $0
Timothy Plan High Dividend Stock Enhanced ETF
475
New
N/A
475 $0
VTWO
Vanguard Russell 2000 ETF

ETFs
7
+ 8.14%
$80.08 - $92.93 $561 - $651
93 $7K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2
+ 0.67%
$73.11 - $77.43 $146 - $155
302 $22K
Unilever PLC Spon Adr New
1.16K
+ 6.63%
N/A
18.6K $0
MTCH
Match Group, Inc.

Communication Services
1
+ 0.22%
$30.08 - $36.47 $30.1 - $36.5
459 $14K
Vanguard Real Estate ETF
33
+ 3300.0%
N/A
34 $0
Vanguard Ftse Emerging Markets ETF
1.5K
New
N/A
1.5K $0
Sherwin Williams CO Com
2.5K
+ 2069.42%
N/A
2.63K $0
Schwab International Small Cap Equity ETF
188
+ 626.67%
N/A
218 $0
Schwab U.S. Reit ETF
126
New
N/A
126 $0
RMR
Rmr Group Inc.

Real Estate
1
+ 9.09%
$16.65 - $20.37 $16.7 - $20.4
12 $0
RPRX
Royalty Pharma PLC

Healthcare
25
New
$25.75 - $33.86 $644 - $847
25 $0
Invesco S&P Midcap Low Volatility ETF
450
New
N/A
450 $0
Borgwarner Inc Com
320
New
N/A
320 $0
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1
+ 1.69%
$43.76 - $45.31 $43.8 - $45.3
60 $2K
BITO
Proshares Tr Bitcoin Strategy

ETFs
113
+ 28.25%
$17.57 - $25.81 $1.99K - $2.92K
513 $9K
Fifth Third Bancorp Com
9.41K
New
N/A
9.41K $0
TRP
Tc Energy Corp

Energy
1
+ 1.0%
$44.29 - $49.27 $44.3 - $49.3
101 $4K
Butterfly Network Inc Com Cl A
100
New
N/A
100 $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17
New
$45.92 - $47.58 $781 - $809
17 $0
Home Bancorp Inc Com
8.17K
+ 235.56%
N/A
11.6K $0
TSME
Thrivent ETF Tr Small Mid Cap
2.63K
+ 24.69%
N/A
13.3K $0
Schwab International Equity ETF
744
New
N/A
744 $0
Vanguard Ftse Developed Markets ETF
41
+ 27.89%
N/A
188 $0
Alpha Architect 1 3 Month Box ETF
52.2K
+ 88.39%
N/A
111K $0
OXLC
Oxford Lane Capital Corp.

Financial Services
71
+ 5.68%
$4.3 - $5.17 $305 - $367
1.32K $6K
NTRA
Natera, Inc.

Healthcare
4
New
$132.63 - $177.0 $531 - $708
4 $0
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2
+ 0.18%
$49.52 - $50.2 $99 - $100
1.11K $55K
IGN
Ishares Tr North Amern Tech Mu

ETFs
2.04K
+ 8168.0%
N/A
2.07K $0
FSCO
Fs Cr Opportunities Corp Com
247
+ 1.88%
N/A
13.4K $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
5
+ 1.08%
$25.93 - $29.28 $130 - $146
468 $12K
Grayscale Bitcoin Mini Trust ETF
3.59K
+ 417.31%
N/A
4.45K $0
Fidelity Tactical Bond ETF
103
+ 60.59%
N/A
273 $0
FDEM
Fidelity Emerging Markets Mult
1.7K
+ 1.71%
N/A
101K $0
FMIL
Fidelity Covington Tr New Mill
100
New
N/A
100 $0
Fidelity Disruptive Automation ETF
9.57K
New
N/A
9.57K $0
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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