Sunbelt Securities, Inc. Reduced Holdings in Q2 2025

Sunbelt Securities, Inc.

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
-556
- 35.44%
$216.47 - $242.1 $120K - $135K
1.01K $231K
PGR
Progressive Corp

Financial Services
-434
- 48.01%
$255.27 - $288.74 $111K - $125K
470 $125K
GMED
Globus Medical Inc

Healthcare
-1.75K
- 97.93%
$55.82 - $75.5 $97.6K - $132K
37 $2K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-939
- 2.39%
$121.58 - $136.74 $114K - $128K
38.3K $5.2M
EBAY
Ebay Inc

Consumer Cyclical
-2.03K
- 50.16%
$59.52 - $79.36 $121K - $161K
2.02K $150K
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.2K
- 2.23%
$26.88 - $32.74 $32.4K - $39.4K
52.8K $1.63M
IGV
Ishares Expanded Tech Software

ETFs
-1.96K
- 40.6%
$80.15 - $109.5 $157K - $214K
2.86K $313K
ASML
Asml Holding Nv

Technology
-194
- 65.32%
$595.37 - $815.24 $116K - $158K
103 $82K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.57K
- 4.66%
$81.46 - $94.63 $210K - $244K
52.7K $4.99M
IIPR
Innovative Industrial Properties Inc

Real Estate
-2.43K
- 14.05%
$48.03 - $58.9 $117K - $143K
14.9K $820K
ACGL
Arch Capital Group Ltd.

Financial Services
-489
- 3.95%
$84.99 - $96.82 $41.6K - $47.3K
11.9K $1.08M
WPC
W. P. Carey Inc.

Real Estate
-1.64K
- 24.43%
$56.12 - $64.53 $92.1K - $106K
5.08K $316K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.61K
- 40.1%
$35.62 - $39.64 $92.8K - $103K
3.89K $151K
WMT
Walmart Inc.

Consumer Defensive
-5.91K
- 12.45%
$81.79 - $99.98 $483K - $591K
41.6K $4.06M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-6.08K
- 18.84%
$12.71 - $14.52 $77.3K - $88.3K
26.2K $364K
PSX
Phillips 66

Energy
-644
- 12.5%
$92.87 - $125.73 $59.8K - $81K
4.51K $538K
FTQI
First Trust ETF Vi First Trust

ETFs
-5.2K
- 72.22%
$16.83 - $19.58 $87.5K - $102K
2K $39K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-902
- 4.74%
$44.37 - $50.04 $40K - $45.1K
18.1K $861K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 10.39%
$496.48 - $617.85 $799K - $994K
13.9K $8.57M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.35K
- 11.12%
$45.3 - $50.64 $61K - $68.2K
10.8K $528K
ZS
Zscaler, Inc.

Technology
-548
- 68.67%
$174.67 - $315.32 $95.7K - $173K
250 $78K
UL
Unilever PLC

Consumer Defensive
-1.36K
- 68.99%
$57.9 - $65.43 $79K - $89.2K
613 $37K
SHEL
Shell PLC

Energy
-515
- 3.43%
$59.75 - $73.05 $30.8K - $37.6K
14.5K $1.02M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.92K
- 11.96%
$14.97 - $16.79 $73.7K - $82.6K
36.2K $605K
CRGY
Crescent Energy CO

Energy
-253
- 0.88%
$7.29 - $11.18 $1.84K - $2.83K
28.4K $244K
CHD
Church & Dwight CO Inc

Consumer Defensive
-32
- 0.6%
$91.57 - $110.76 $2.93K - $3.54K
5.33K $512K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-4.62K
- 11.51%
$12.24 - $13.88 $56.5K - $64.1K
35.5K $478K
XLF
Financial Sector Spdr

ETFs
-1.8K
- 28.39%
$43.92 - $52.37 $79.2K - $94.5K
4.55K $238K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.96K
- 22.79%
$53.75 - $67.21 $105K - $132K
6.64K $439K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.68K
- 10.41%
$44.68 - $45.96 $74.8K - $77K
14.4K $659K
TMUS
T Mobile Us, Inc.

Communication Services
-160
- 14.17%
$220.99 - $268.54 $35.4K - $43K
969 $230K
RC
Ready Capital Corp

Real Estate
-4.74K
- 6.9%
$4.13 - $5.15 $19.6K - $24.4K
64K $279K
VRT
Vertiv Holdings CO

Industrials
-780
- 4.78%
N/A
15.5K $1.35M
UNP
Union Pacific Corp

Industrials
-157
- 3.13%
$208.27 - $238.46 $32.7K - $37.4K
4.87K $1.12M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-1.97K
- 22.7%
$39.94 - $44.64 $78.7K - $87.9K
6.71K $299K
IYF
Ishares Tr

ETFs
-875
- 17.49%
$99.23 - $120.99 $86.8K - $106K
4.13K $499K
PBT
Permian Basin Royalty Trust

Energy
-6.25K
- 98.66%
$8.81 - $12.46 $55.1K - $77.9K
85 $1K
AFL
Aflac Inc

Financial Services
-403
- 12.65%
$99.77 - $112.45 $40.2K - $45.3K
2.78K $293K
FDL
First Tr Morningstar Dividend

ETFs
-1.03K
- 8.96%
$38.19 - $43.19 $39.2K - $44.4K
10.4K $437K
YPF
Ypf Sociedad Anonima

Energy
-1.71K
- 88.13%
$27.16 - $36.96 $46.4K - $63.1K
230 $7K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-881
- 43.83%
$55.32 - $65.02 $48.7K - $57.3K
1.13K $70K
RGTI
Rigetti Computing, Inc.

Technology
-7.59K
- 90.86%
$7.5 - $14.29 $56.9K - $108K
763 $9K
FFIN
First Financial Bankshares Inc

Financial Services
-1.6K
- 9.82%
$31.3 - $37.48 $50.1K - $60K
14.7K $528K
XEL
Xcel Energy Inc

Utilities
-712
- 23.56%
$65.65 - $72.39 $46.7K - $51.5K
2.31K $157K
CSWC
Capital Southwest Corp

Financial Services
-2K
- 5.1%
$17.99 - $22.44 $36K - $44.9K
37.2K $820K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-1.1K
- 16.46%
$34.1 - $47.63 $37.5K - $52.4K
5.59K $250K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 3.26%
$390.26 - $489.06 $6.63K - $8.31K
504 $204K
BUR
Burford Capital LTD

Financial Services
-4.7K
- 32.41%
$10.91 - $14.43 $51.3K - $67.8K
9.8K $139K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-1.24K
- 98.88%
$34.67 - $41.47 $43K - $51.4K
14 $0
Activity Summary
Buys All Purchases 751 New Holdings 136 Increased Positions 615 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
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