Sunbelt Securities, Inc. Reduced Holdings in Q1 2025

Sunbelt Securities, Inc.

  • $1.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-7.18K
- 2.05%
$106.98 - $149.43 $768K - $1.07M
344K $37.2M
AVGO
Broadcom Inc.

Technology
-4.89K
- 6.7%
$167.43 - $244.7 $819K - $1.2M
68.1K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.94K
- 21.73%
$554.06 - $615.85 $4.4M - $4.89M
28.6K $16.1M
AAPL
Apple Inc.

Technology
-1.39K
- 1.18%
$209.68 - $247.1 $292K - $344K
117K $26M
MSFT
Microsoft Corp

Technology
-1.02K
- 1.44%
$375.39 - $447.2 $381K - $454K
69.4K $26M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-38.3K
- 46.31%
$68.07 - $78.99 $2.61M - $3.03M
44.4K $3.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.39K
- 2.61%
$190.26 - $242.06 $454K - $578K
88.9K $16.9M
GOOGL
Alphabet Inc.

Communication Services
-5.26K
- 10.66%
$154.33 - $206.19 $812K - $1.09M
44.1K $6.82M
INTC
Intel Corp

Technology
-119K
- 93.67%
$19.1 - $27.39 $2.27M - $3.25M
8.03K $182K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-12.6K
- 1.88%
$24.91 - $29.02 $315K - $367K
659K $16.5M
AMD
Advanced Micro Devices Inc

Technology
-15.8K
- 83.0%
$96.63 - $129.55 $1.53M - $2.05M
3.24K $332K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.44K
- 1.35%
$92.45 - $106.69 $225K - $260K
178K $16.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-39.3K
- 95.28%
$42.38 - $43.28 $1.67M - $1.7M
1.95K $82K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.8K
- 29.68%
$120.29 - $134.6 $1.3M - $1.45M
25.5K $3.11M
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 3.74%
$156.06 - $207.71 $207K - $276K
34.2K $5.34M
DVY
Ishares Tr

ETFs
-10.1K
- 61.77%
$128.58 - $138.1 $1.29M - $1.39M
6.23K $836K
JNJ
Johnson & Johnson

Healthcare
-14.6K
- 26.06%
$142.06 - $167.7 $2.08M - $2.45M
41.5K $6.87M
T
At&T Inc.

Communication Services
-60.6K
- 48.26%
$21.56 - $28.28 $1.31M - $1.71M
65K $1.84M
VZ
Verizon Communications Inc

Communication Services
-35.1K
- 32.49%
$37.81 - $46.49 $1.33M - $1.63M
72.9K $3.31M
CVX
Chevron Corp

Energy
-10.6K
- 29.87%
$146.71 - $167.97 $1.56M - $1.79M
25K $4.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.13K
- 80.13%
$182.82 - $196.21 $938K - $1.01M
1.27K $239K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-8.42K
- 15.74%
$91.45 - $100.11 $770K - $843K
45.1K $4.22M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.12K
- 2.15%
$23.16 - $27.04 $142K - $165K
278K $6.52M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.22K
- 8.83%
$185.78 - $198.58 $783K - $837K
43.5K $8.3M
C
Citigroup Inc

Financial Services
-11.7K
- 41.85%
$67.23 - $84.63 $786K - $990K
16.3K $1.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.4K
- 53.75%
$168.16 - $186.21 $740K - $820K
3.79K $647K
VST
Vistra Corp.

Utilities
-5.75K
- 89.7%
$108.49 - $191.89 $624K - $1.1M
660 $77K
DOW
Dow Inc.

Basic Materials
-15.9K
- 33.82%
$34.36 - $41.92 $546K - $667K
31.1K $1.09M
IXUS
Ishares Tr

ETFs
-12.1K
- 85.7%
$65.06 - $72.31 $789K - $877K
2.02K $141K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.4K
- 42.12%
$56.17 - $59.71 $752K - $800K
18.4K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
-3.78K
- 12.89%
$225.19 - $279.95 $852K - $1.06M
25.6K $6.27M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-15.8K
- 66.95%
$44.72 - $46.25 $706K - $730K
7.79K $358K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.28K
- 2.4%
$102.49 - $119.96 $131K - $153K
51.9K $5.43M
UPS
United Parcel Service Inc

Industrials
-3.57K
- 21.11%
$109.66 - $136.26 $392K - $487K
13.4K $1.47M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-14.8K
- 33.67%
$40.44 - $43.17 $597K - $637K
29.1K $1.19M
PFE
Pfizer Inc

Healthcare
-22.1K
- 31.0%
$25.01 - $27.13 $552K - $599K
49.2K $1.25M
CGUS
Capital Group Core Equity ETF
-7.78K
- 3.23%
$33.08 - $36.62 $257K - $285K
233K $7.79M
FDMO
Fidelity Covington Tr Momentum

ETFs
-8.97K
- 80.92%
$63.36 - $74.35 $569K - $667K
2.12K $137K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7.95K
- 48.98%
$69.82 - $78.67 $555K - $625K
8.28K $582K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.48K
- 10.14%
$161.27 - $192.3 $238K - $284K
13.1K $2.11M
PRU
Prudential Financial Inc

Financial Services
-4.3K
- 29.49%
$105.04 - $122.33 $451K - $525K
10.3K $1.15M
QCOM
Qualcomm Inc

Technology
-3.76K
- 25.45%
$151.94 - $175.86 $571K - $661K
11K $1.69M
EWC
Ishares Msci Canada ETF

ETFs
-14K
- 99.89%
$39.3 - $42.52 $551K - $596K
15 $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
-28.9K
- 26.96%
$23.24 - $26.16 $673K - $757K
78.4K $2M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-13K
- 72.71%
$41.09 - $43.24 $533K - $561K
4.87K $201K
IYG
Ishares Tr

ETFs
-7.08K
- 87.39%
$74.6 - $84.81 $528K - $601K
1.02K $80K
WHR
Whirlpool Corp

Consumer Cyclical
-4.61K
- 84.81%
$88.58 - $133.14 $408K - $613K
825 $74K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.24K
- 3.44%
$121.0 - $142.28 $150K - $176K
34.8K $4.33M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-7.21K
- 32.42%
$67.43 - $75.54 $486K - $545K
15K $1.03M
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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