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
META
Meta Platforms, Inc.

Communication Services
-587
- 4.13%
$576.36 - $736.67 $338K - $432K
13.6K $7.86M
PFF
Ishares Trust Ishares Pfd And

ETFs
-15.8K
- 35.91%
$30.73 - $32.26 $486K - $511K
28.3K $868K
PEP
Pepsico Inc

Consumer Defensive
-3.13K
- 15.51%
$142.64 - $156.42 $447K - $490K
17.1K $2.56M
IYY
Ishares Tr

ETFs
-3.57K
- 93.45%
$134.05 - $149.75 $478K - $534K
250 $34K
MLPA
Global X Mlp ETF

ETFs
-10.6K
- 59.01%
$49.83 - $54.53 $531K - $581K
7.4K $393K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-18.4K
- 81.65%
$26.64 - $27.14 $491K - $500K
4.14K $110K
BMY
Bristol Myers Squibb CO

Healthcare
-9.47K
- 47.13%
$53.9 - $63.11 $510K - $597K
10.6K $647K
VLO
Valero Energy Corp

Energy
-5.4K
- 21.96%
$121.76 - $142.99 $658K - $772K
19.2K $2.54M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-10.4K
- 91.95%
$42.24 - $47.29 $438K - $490K
907 $38K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-370
- 1.72%
$65.15 - $91.81 $24.1K - $34K
21.1K $1.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.13K
- 1.26%
$25.58 - $29.24 $79.9K - $91.4K
244K $6.39M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
-12.9K
- 93.89%
$24.68 - $39.16 $320K - $507K
843 $20K
MPC
Marathon Petroleum Corp

Energy
-3.83K
- 20.8%
$134.72 - $159.03 $516K - $609K
14.6K $2.12M
CCI
Crown Castle International Corp

Real Estate
-4.87K
- 84.38%
$84.33 - $106.39 $411K - $518K
901 $93K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-8.34K
- 97.69%
$48.06 - $53.73 $401K - $448K
197 $9K
CMI
Cummins Inc

Industrials
-834
- 17.84%
$312.92 - $386.07 $261K - $322K
3.84K $1.2M
SPGI
S&P Global Inc.

Financial Services
-855
- 89.16%
$478.26 - $543.77 $409K - $465K
104 $52K
DHI
Horton D R Inc

Consumer Cyclical
-2.56K
- 37.17%
$125.29 - $147.65 $321K - $378K
4.33K $549K
IYH
Ishares Tr

ETFs
-7.36K
- 49.81%
$58.32 - $62.76 $429K - $462K
7.42K $451K
IYK
Ishares U.S. Consumer Staples

ETFs
-6.07K
- 96.81%
$63.29 - $71.8 $384K - $436K
200 $14K
IOO
Ishares Tr Global 100 ETF

ETFs
-3.87K
- 89.72%
$96.2 - $105.12 $373K - $407K
444 $42K
KMB
Kimberly Clark Corp

Consumer Defensive
-3.52K
- 33.25%
$124.46 - $147.4 $438K - $519K
7.07K $1.01M
CRM
Salesforce, Inc.

Technology
-434
- 11.24%
$268.36 - $359.95 $116K - $156K
3.43K $919K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
-22K
- 98.58%
$16.34 - $17.69 $360K - $390K
318 $5K
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.64K
- 4.53%
$33.98 - $39.84 $124K - $145K
76.7K $2.63M
PG
Procter & Gamble CO

Consumer Defensive
-3.18K
- 4.66%
$158.56 - $176.26 $505K - $561K
65.2K $11.1M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-6.95K
- 50.55%
$47.09 - $50.46 $327K - $351K
6.8K $323K
GILD
Gilead Sciences, Inc.

Healthcare
-6.03K
- 36.15%
$89.14 - $117.41 $538K - $708K
10.7K $1.19M
LLY
Eli Lilly & CO

Healthcare
-563
- 23.83%
$725.72 - $929.72 $409K - $523K
1.8K $1.49M
ORCL
Oracle Corp

Technology
-596
- 6.33%
$139.81 - $186.47 $83.3K - $111K
8.81K $1.23M
DEI
Douglas Emmett Inc

Real Estate
-17K
- 69.96%
$15.39 - $18.94 $262K - $322K
7.3K $116K
IGM
Ishares Expanded Tech Sector E

ETFs
-3.04K
- 60.19%
$90.67 - $108.46 $276K - $330K
2.01K $182K
OXY
Occidental Petroleum Corp

Energy
-6.65K
- 55.76%
$45.45 - $52.7 $302K - $351K
5.28K $260K
XLK
Technology Sector Spdr

ETFs
-191
- 1.72%
$206.38 - $242.18 $39.4K - $46.3K
10.9K $2.25M
XLE
Energy Sector Spdr

ETFs
-4.33K
- 43.41%
$85.7 - $93.96 $371K - $407K
5.64K $527K
FDHY
Fidelity Covington Trust High

ETFs
-6.4K
- 49.23%
$47.92 - $49.1 $307K - $314K
6.6K $316K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-7.43K
- 71.21%
$40.29 - $42.24 $299K - $314K
3K $122K
QTJL
Innovator Etfs Tr Growth Accel
-8.86K
- 46.74%
$30.28 - $33.95 $268K - $301K
10.1K $308K
PFI
Invesco Exchange Traded Fd Tr

ETFs
-5K
- 58.98%
$50.78 - $61.71 $254K - $309K
3.48K $185K
IFRA
Ishares Tr

ETFs
-5.72K
- 18.96%
$44.8 - $49.25 $256K - $282K
24.4K $1.1M
ED
Consolidated Edison Inc

Utilities
-3.39K
- 91.37%
$88.0 - $110.59 $298K - $374K
320 $35K
ACN
Accenture PLC

Technology
-265
- 5.5%
$300.91 - $398.25 $79.7K - $106K
4.55K $1.42M
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.5K
- 69.8%
$190.84 - $226.29 $286K - $339K
649 $146K
IAT
Ishares Tr

ETFs
-5.12K
- 62.93%
$44.84 - $53.56 $230K - $274K
3.02K $140K
ET
Energy Transfer LP

Energy
-4.86K
- 2.73%
$17.26 - $21.08 $83.9K - $102K
173K $3.22M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.6K
- 15.6%
$279.74 - $321.29 $446K - $512K
8.63K $2.7M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-5.59K
- 35.56%
$44.11 - $47.04 $247K - $263K
10.1K $451K
BST
Black Rock Science & Technology Trust

Financial Services
-6.74K
- 53.73%
$32.99 - $38.94 $222K - $262K
5.8K $191K
IWM
Ishares Russell 2000 ETF

ETFs
-408
- 4.85%
$198.1 - $229.79 $80.8K - $93.8K
8K $1.6M
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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