Sunbelt Securities, Inc. Reduced Holdings in Q3 2025

Sunbelt Securities, Inc.

  • $1.28 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-7.25K
- 19.83%
$620.67 - $670.08 $4.5M - $4.86M
29.3K $19.6M
INTC
Intel Corp

Technology
-122K
- 96.34%
$19.31 - $35.5 $2.36M - $4.34M
4.64K $155K
AMD
Advanced Micro Devices Inc

Technology
-15.9K
- 83.44%
$134.8 - $184.42 $2.14M - $2.93M
3.15K $509K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-46.6K
- 95.72%
$45.17 - $46.89 $2.1M - $2.18M
2.08K $97K
T
At&T Inc.

Communication Services
-66.4K
- 52.86%
$26.94 - $29.62 $1.79M - $1.97M
59.2K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
-1.37K
- 19.63%
$915.95 - $994.57 $1.25M - $1.36M
5.59K $5.18M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-39.2K
- 94.96%
$42.75 - $43.37 $1.68M - $1.7M
2.08K $90K
VZ
Verizon Communications Inc

Communication Services
-40.1K
- 37.18%
$40.84 - $45.06 $1.64M - $1.81M
67.8K $2.98M
C
Citigroup Inc

Financial Services
-20.8K
- 74.0%
$85.57 - $103.49 $1.78M - $2.15M
7.31K $741K
AMZN
Amazon Com Inc

Consumer Cyclical
-6.2K
- 6.78%
$211.65 - $238.24 $1.31M - $1.48M
85.2K $18.7M
MPC
Marathon Petroleum Corp

Energy
-8.99K
- 48.86%
$158.59 - $198.69 $1.43M - $1.79M
9.41K $1.81M
VRT
Vertiv Holdings CO

Industrials
-14.2K
- 91.39%
N/A
1.34K $115K
CVX
Chevron Corp

Energy
-10K
- 28.16%
$145.57 - $161.83 $1.46M - $1.62M
25.6K $3.98M
DVY
Ishares Tr

ETFs
-8.96K
- 55.0%
$133.88 - $142.57 $1.2M - $1.28M
7.33K $1.04M
VST
Vistra Corp.

Utilities
-5.74K
- 89.56%
$182.0 - $217.92 $1.04M - $1.25M
669 $131K
TSLA
Tesla, Inc.

Consumer Cyclical
-12.3K
- 35.06%
$293.94 - $444.72 $3.63M - $5.49M
22.9K $10.2M
MMM
3 M CO

Industrials
-7.01K
- 25.9%
$144.41 - $160.2 $1.01M - $1.12M
20K $3.11M
JNJ
Johnson & Johnson

Healthcare
-15.2K
- 27.08%
$155.17 - $185.42 $2.35M - $2.81M
40.8K $7.57M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-12.2K
- 23.1%
$94.17 - $99.95 $1.15M - $1.22M
40.5K $4.05M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-18.6K
- 22.52%
$79.52 - $89.63 $1.48M - $1.67M
64.1K $5.71M
IXUS
Ishares Tr

ETFs
-11.9K
- 84.39%
$76.35 - $82.58 $912K - $987K
2.21K $182K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-108K
- 97.79%
$7.47 - $13.14 $810K - $1.42M
2.45K $27K
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.65K
- 72.68%
$192.76 - $203.86 $897K - $948K
1.75K $356K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-7.66K
- 56.78%
$107.66 - $112.36 $824K - $860K
5.83K $649K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.6K
- 56.19%
$182.33 - $194.5 $839K - $895K
3.59K $698K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-18.5K
- 42.26%
$44.4 - $46.72 $823K - $866K
25.3K $1.18M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-16.5K
- 69.99%
$45.6 - $46.92 $752K - $774K
7.07K $330K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-16.2K
- 90.81%
$43.95 - $45.8 $712K - $742K
1.64K $75K
PG
Procter & Gamble CO

Consumer Defensive
-1.99K
- 2.91%
$150.47 - $161.22 $300K - $321K
66.4K $10.2M
FDMO
Fidelity Covington Tr Momentum

ETFs
-9.1K
- 82.07%
$75.0 - $83.29 $683K - $758K
1.99K $165K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-30.9K
- 28.78%
$23.27 - $25.46 $719K - $787K
76.5K $1.89M
GILD
Gilead Sciences, Inc.

Healthcare
-5.39K
- 32.3%
$108.22 - $120.47 $583K - $649K
11.3K $1.25M
IEO
Ishares Tr

ETFs
-6.45K
- 77.68%
$86.38 - $95.74 $557K - $617K
1.85K $171K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.93K
- 31.24%
$55.61 - $57.37 $552K - $570K
21.9K $1.25M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-7.39K
- 13.82%
$99.08 - $103.57 $733K - $766K
46.1K $4.75M
UPS
United Parcel Service Inc

Industrials
-3.1K
- 18.3%
$82.58 - $105.54 $256K - $327K
13.8K $1.15M
IYG
Ishares Tr

ETFs
-6.51K
- 80.35%
$85.16 - $90.57 $554K - $590K
1.59K $142K
KMB
Kimberly Clark Corp

Consumer Defensive
-3.97K
- 37.47%
$121.72 - $136.77 $483K - $543K
6.63K $823K
EWJ
Ishares Msci Japan ETF

ETFs
-7.28K
- 86.86%
$71.69 - $81.49 $522K - $593K
1.1K $88K
IYY
Ishares Tr

ETFs
-3.57K
- 93.45%
$150.75 - $162.82 $538K - $581K
250 $40K
PRU
Prudential Financial Inc

Financial Services
-4.56K
- 31.31%
$100.68 - $109.89 $459K - $501K
10K $1.04M
QCOM
Qualcomm Inc

Technology
-3.79K
- 25.62%
$145.84 - $173.55 $552K - $657K
11K $1.83M
WHR
Whirlpool Corp

Consumer Cyclical
-5.03K
- 92.63%
$77.47 - $110.59 $390K - $556K
400 $31K
FICO
Fair Isaac Corp

Technology
-165
- 20.75%
$1311.26 - $1869.83 $216K - $309K
630 $942K
MLPA
Global X Mlp ETF

ETFs
-9.82K
- 54.39%
$48.25 - $51.56 $474K - $506K
8.23K $398K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7.37K
- 45.4%
$48.34 - $67.22 $356K - $495K
8.86K $434K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-10.5K
- 93.27%
$47.64 - $51.71 $501K - $544K
759 $39K
CCI
Crown Castle International Corp

Real Estate
-4.77K
- 82.65%
$92.96 - $113.91 $443K - $543K
1K $96K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-18.3K
- 81.28%
$26.88 - $27.78 $493K - $510K
4.23K $117K
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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