Sunbelt Securities, Inc. Incresed Positions in Q3 2025

Sunbelt Securities, Inc.

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
545K
+ 67.7%
$105.83 - $117.22 $57.7M - $63.9M
1.35M $152M
IAU
Ishares Gold Trust

ETFs
170K
+ 67.3%
$61.62 - $72.77 $10.5M - $12.4M
422K $30.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.5K
+ 44.82%
$546.99 - $602.2 $6.26M - $6.9M
37K $22.2M
AAPL
Apple Inc.

Technology
6.52K
+ 5.51%
$202.38 - $256.87 $1.32M - $1.67M
125K $31.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.73K
+ 70.12%
$617.65 - $666.84 $6.01M - $6.49M
23.6K $15.7M
AVGO
Broadcom Inc.

Technology
8.87K
+ 12.14%
$264.74 - $369.57 $2.35M - $3.28M
81.9K $27M
PLTR
Palantir Technologies Inc.

Technology
18.9K
+ 30.03%
$130.68 - $186.97 $2.47M - $3.53M
81.9K $14.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11K
+ 121.56%
$459.11 - $506.91 $5.05M - $5.57M
20K $10.1M
GOOG
Alphabet Inc.

Communication Services
7.11K
+ 20.02%
$175.16 - $255.24 $1.24M - $1.81M
42.6K $10.4M
MSFT
Microsoft Corp

Technology
4.28K
+ 6.08%
$491.09 - $535.64 $2.1M - $2.29M
74.7K $38.7M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
78.9K
+ 30.09%
$33.4 - $34.78 $2.64M - $2.75M
341K $11.9M
BX
Blackstone Inc.

Financial Services
15.9K
+ 117.71%
$152.77 - $188.68 $2.42M - $2.99M
29.4K $5.02M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
62.1K
+ 925.91%
$44.57 - $46.53 $2.77M - $2.89M
68.8K $3.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.1K
+ 4.93%
$28.92 - $32.19 $957K - $1.06M
704K $22.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.7K
+ 130.61%
$181.56 - $190.33 $2.49M - $2.61M
24.2K $4.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.1K
+ 3.37%
$108.97 - $121.65 $664K - $742K
187K $22.6M
DGRO
Ishares Core Dividend Growth E

ETFs
32.1K
+ 39.36%
$64.12 - $68.08 $2.06M - $2.18M
114K $7.73M
GS
Goldman Sachs Group Inc

Financial Services
3K
+ 333.37%
$696.56 - $806.32 $2.09M - $2.42M
3.9K $3.1M
APP
App Lovin Corp

Technology
2.77K
+ 304.06%
$335.1 - $718.54 $928K - $1.99M
3.68K $2.64M
MKL
Markel Corp

Financial Services
1.13K
+ 672.62%
$1898.34 - $2031.8 $2.15M - $2.3M
1.3K $2.48M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11.8K
+ 153.99%
$148.97 - $165.88 $1.75M - $1.95M
19.4K $3.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.24K
+ 302.34%
$567.77 - $614.76 $1.84M - $1.99M
4.31K $2.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
61.1K
+ 14.25%
$26.38 - $27.95 $1.61M - $1.71M
489K $13.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
37.8K
+ 412.99%
$50.81 - $51.07 $1.92M - $1.93M
46.9K $2.39M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
31.3K
+ 13.77%
$34.55 - $36.37 $1.08M - $1.14M
259K $9.42M
AXP
American Express CO

Financial Services
4.58K
+ 183.32%
$294.27 - $342.31 $1.35M - $1.57M
7.08K $2.35M
RDVY
First Trust Rising Dividend Ac

ETFs
21.6K
+ 159.93%
$62.38 - $67.29 $1.35M - $1.46M
35.2K $2.37M
SCM
Stellus Capital Investment Corp

Financial Services
116K
+ 390.69%
$13.04 - $15.29 $1.52M - $1.78M
146K $1.92M
IEFA
Ishares Tr

ETFs
12.8K
+ 13.34%
$81.7 - $87.53 $1.05M - $1.12M
109K $9.49M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.7K
+ 2130.27%
$89.32 - $107.82 $1.22M - $1.47M
14.3K $1.54M
PM
Philip Morris International Inc.

Consumer Defensive
11.8K
+ 54.45%
$157.77 - $183.27 $1.86M - $2.16M
33.4K $5.43M
VGT
Vanguard Information Technolog

ETFs
1.36K
+ 24.94%
$656.44 - $753.15 $891K - $1.02M
6.8K $5.08M
SCHV
Schwab Strategic Tr Us Large C

ETFs
36.9K
+ 20.7%
$27.61 - $29.15 $1.02M - $1.08M
215K $6.26M
MCO
Moodys Corp

Financial Services
2.8K
+ 2715.53%
$472.69 - $521.32 $1.32M - $1.46M
2.9K $1.38M
WMB
Williams Companies, Inc.

Energy
20K
+ 2906.4%
$56.52 - $64.01 $1.13M - $1.28M
20.7K $1.31M
WMT
Walmart Inc.

Consumer Defensive
9.67K
+ 23.28%
$94.4 - $104.27 $913K - $1.01M
51.2K $5.28M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.64K
+ 24.98%
$195.29 - $223.85 $710K - $814K
18.2K $4.04M
ARCC
Ares Capital Corp

Financial Services
61.4K
+ 97.5%
$20.41 - $23.25 $1.25M - $1.43M
124K $2.54M
FQAL
Fidelity Covington Tr Quality

ETFs
8.4K
+ 8.41%
$69.69 - $74.72 $585K - $627K
108K $8.09M
MCD
Mcdonalds Corp

Consumer Cyclical
3.16K
+ 30.88%
$291.67 - $316.99 $921K - $1M
13.4K $4.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.2K
+ 3.95%
$25.29 - $28.33 $284K - $318K
295K $8.24M
SCHW
Schwab Charles Corp

Financial Services
10.5K
+ 98.09%
$91.03 - $98.69 $954K - $1.03M
21.2K $2.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.06K
+ 7.36%
$108.46 - $120.63 $441K - $490K
59.3K $7.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.17K
+ 11.5%
$135.0 - $146.02 $563K - $609K
40.5K $5.9M
KO
Coca Cola CO

Consumer Defensive
20.7K
+ 23.78%
$65.67 - $71.67 $1.36M - $1.48M
108K $7.14M
HSY
Hershey CO

Consumer Defensive
5.03K
+ 248.03%
$161.95 - $193.45 $814K - $972K
7.05K $1.32M
CRGY
Crescent Energy CO

Energy
109K
+ 382.32%
$8.22 - $9.94 $893K - $1.08M
137K $1.22M
EPI
Wisdomtree Tr India Earnings F

ETFs
22K
+ 4415.86%
$43.79 - $47.63 $963K - $1.05M
22.5K $994K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
12.7K
+ 63.1%
$70.85 - $76.96 $896K - $974K
32.7K $2.49M
Activity Summary
Buys All Purchases 1782 New Holdings 1105 Increased Positions 677 Sells All Sells 661 Reductions 661 Sold out 0 Options Calls 0 Puts 0
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