Sunbelt Securities, Inc. Incresed Positions in Q1 2025

Sunbelt Securities, Inc.

  • $1.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSWC
Capital Southwest Corp

Financial Services
2.01K
+ 5.41%
$21.69 - $23.81 $43.7K - $48K
39.2K $875K
PBT
Permian Basin Royalty Trust

Energy
6.25K
+ 7352.94%
$9.67 - $12.15 $60.4K - $75.9K
6.34K $62K
TTWO
Take Two Interactive Software Inc

Communication Services
200
+ 24.6%
$178.61 - $217.95 $35.7K - $43.6K
1.01K $209K
MLPX
Global X Mlp & Energy Infrastr

ETFs
881
+ 78.03%
$59.6 - $67.2 $52.5K - $59.2K
2.01K $128K
XEL
Xcel Energy Inc

Utilities
712
+ 30.82%
$63.37 - $72.1 $45.1K - $51.3K
3.02K $213K
YPF
Ypf Sociedad Anonima

Energy
1.71K
+ 742.61%
$31.56 - $46.03 $53.9K - $78.6K
1.94K $67K
SIL
Global X Silver Miners ETF

ETFs
203
+ 3.27%
$31.91 - $40.68 $6.48K - $8.26K
6.41K $253K
TGT
Target Corp

Consumer Defensive
1.5K
+ 46.05%
$103.65 - $142.5 $156K - $214K
4.77K $497K
FFIN
First Financial Bankshares Inc

Financial Services
1.6K
+ 10.88%
$34.78 - $38.52 $55.6K - $61.6K
16.3K $585K
IWF
Ishares Russell 1000 Gr ETF

ETFs
409
+ 17.99%
$360.07 - $417.26 $147K - $171K
2.68K $968K
SAR
Saratoga Investment Corp.

Financial Services
1.85K
+ 36.4%
$23.35 - $26.0 $43.2K - $48.1K
6.93K $175K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.38K
+ 24.53%
$165.25 - $224.62 $229K - $311K
7.03K $1.17M
DE
Deere & CO

Industrials
22
+ 2.44%
$408.57 - $509.27 $8.99K - $11.2K
925 $434K
GNL
Global Net Lease, Inc.

Real Estate
4.92K
+ 30.3%
$6.91 - $8.26 $34K - $40.6K
21.1K $169K
SCM
Stellus Capital Investment Corp

Financial Services
3.02K
+ 10.15%
$13.64 - $15.5 $41.2K - $46.8K
32.8K $459K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.24K
+ 8857.14%
$38.04 - $43.22 $47.2K - $53.6K
1.25K $49K
EME
Emcor Group, Inc.

Industrials
194
+ 66.9%
$361.16 - $535.99 $70.1K - $104K
484 $178K
GLDM
World Gold Trust

ETFs
716
+ 730.61%
$52.19 - $61.89 $37.4K - $44.3K
814 $50K
NSC
Norfolk Southern Corp

Industrials
186
+ 531.43%
$227.69 - $259.76 $42.4K - $48.3K
221 $52K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.2K
+ 2.28%
$31.3 - $34.5 $37.7K - $41.5K
54.1K $1.75M
ALL
Allstate Corp

Financial Services
148
+ 17.49%
$180.99 - $210.18 $26.8K - $31.1K
994 $205K
TOL
Toll Brothers, Inc.

Consumer Cyclical
415
+ 415.0%
$103.02 - $140.69 $42.8K - $58.4K
515 $54K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.29K
+ 83.35%
$32.49 - $37.99 $42K - $49.1K
2.84K $95K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1K
+ 32.94%
$41.35 - $44.46 $41.4K - $44.5K
4.04K $170K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.1K
+ 183.33%
$25.2 - $68.74 $27.7K - $75.6K
1.7K $50K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
3K
+ 36.48%
$10.91 - $11.42 $32.7K - $34.3K
11.2K $125K
FDVV
Fidelity High Dividend ETF

ETFs
828
+ 4.89%
$48.86 - $52.28 $40.5K - $43.3K
17.8K $880K
AEM
Agnico Eagle Mines LTD

Basic Materials
4
+ 0.35%
$79.66 - $108.41 $319 - $434
1.15K $124K
VUG
Vanguard Growth ETF

ETFs
581
+ 12.81%
$369.1 - $427.61 $214K - $248K
5.12K $1.9M
MUB
Ishares National Muni Bond ETF

ETFs
338
+ 18.31%
$104.71 - $107.69 $35.4K - $36.4K
2.18K $230K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
18
+ 17.48%
$1227.6 - $1458.46 $22.1K - $26.3K
121 $163K
PDI
Pimco Dynamic Income Fund

Financial Services
1.46K
+ 59.08%
$18.51 - $20.05 $27.1K - $29.4K
3.94K $78K
MDT
Medtronic PLC

Healthcare
9
+ 0.28%
$79.84 - $94.5 $719 - $851
3.23K $290K
CHD
Church & Dwight CO Inc

Consumer Defensive
32
+ 0.6%
$101.42 - $113.2 $3.25K - $3.62K
5.37K $590K
IHF
Ishares Tr

ETFs
6
+ 0.09%
$47.84 - $53.21 $287 - $319
6.72K $354K
RACE
Ferrari N.V.

Consumer Cyclical
64
+ 7.41%
$413.73 - $508.15 $26.5K - $32.5K
928 $397K
VEA
Vanguard Ftse Developed Market

ETFs
254
+ 4.88%
$47.4 - $52.99 $12K - $13.5K
5.46K $277K
RY
Royal Bank Of Canada

Financial Services
250
+ 2272.73%
$108.81 - $123.4 $27.2K - $30.9K
261 $29K
S
Sentinel One, Inc.

Technology
2.45K
+ 56.65%
$18.17 - $24.97 $44.5K - $61.2K
6.78K $123K
ETR
Entergy Corp

Utilities
14
+ 0.52%
$75.26 - $87.89 $1.05K - $1.23K
2.73K $232K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.04K
+ 17.92%
$18.36 - $20.51 $19K - $21.3K
6.82K $134K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
210
+ 2.75%
$58.32 - $65.09 $12.2K - $13.7K
7.86K $473K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
531
+ 58.87%
$50.39 - $50.66 $26.8K - $26.9K
1.43K $72K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
720
+ 48.48%
$32.01 - $34.37 $23K - $24.7K
2.21K $73K
CI
Cigna Corp

Healthcare
48
+ 27.59%
$274.49 - $329.0 $13.2K - $15.8K
222 $73K
ARCC
Ares Capital Corp

Financial Services
373
+ 0.59%
$21.28 - $23.81 $7.94K - $8.88K
63.4K $1.4M
PR
Permian Resources Corporation

Energy
2.4K
+ 14.04%
$12.33 - $16.0 $29.6K - $38.4K
19.5K $269K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.92K
+ 13.58%
$16.57 - $18.85 $81.5K - $92.8K
41.2K $684K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
895
+ 31.51%
$23.9 - $24.18 $21.4K - $21.6K
3.74K $90K
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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