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
FDIG
Fidelity Covington Tr Crypto I

ETFs
-7.26K
- 70.31%
$24.23 - $36.63 $176K - $266K
3.07K $74K
EMB
Ishares Tr

ETFs
-2.93K
- 78.05%
$88.64 - $92.03 $260K - $270K
825 $74K
AEP
American Electric Power CO Inc

Utilities
-3.08K
- 62.14%
$90.32 - $109.27 $278K - $336K
1.88K $204K
IEO
Ishares Tr

ETFs
-3.09K
- 37.28%
$86.02 - $99.13 $266K - $307K
5.21K $492K
KMI
Kinder Morgan, Inc.

Energy
-12.4K
- 13.36%
$26.1 - $31.22 $324K - $388K
80.5K $2.3M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-10.6K
- 32.25%
$18.47 - $21.1 $195K - $223K
22.2K $409K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-29.2K
- 68.52%
$8.11 - $8.58 $237K - $250K
13.4K $109K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-118
- 4.82%
$111.56 - $223.11 $13.2K - $26.3K
2.33K $260K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.01K
- 7.25%
$57.21 - $65.8 $115K - $132K
25.7K $1.5M
CMA
Comerica Inc

Financial Services
-3.6K
- 87.8%
$56.11 - $68.38 $202K - $246K
500 $29K
FANG
Diamondback Energy, Inc.

Energy
-1.23K
- 28.3%
$139.9 - $180.18 $172K - $221K
3.11K $497K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-4.52K
- 29.34%
$41.51 - $44.56 $188K - $201K
10.9K $456K
BALT
Innovator Etfs Tr
-6.07K
- 1.44%
$31.31 - $31.89 $190K - $194K
416K $13M
ZG
Zillow Group, Inc.

Communication Services
-2.16K
- 15.0%
$66.41 - $85.29 $143K - $184K
12.2K $818K
O
Realty Income Corp

Real Estate
-4.65K
- 31.68%
$51.67 - $58.49 $240K - $272K
10K $581K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.65K
- 96.21%
$113.22 - $126.36 $187K - $208K
65 $7K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-5.97K
- 10.36%
$27.88 - $29.48 $166K - $176K
51.6K $1.46M
HII
Huntington Ingalls Industries, Inc.

Industrials
-1.05K
- 84.3%
$159.75 - $208.61 $167K - $218K
195 $39K
LMT
Lockheed Martin Corp

Industrials
-73
- 1.77%
$423.19 - $506.29 $30.9K - $37K
4.05K $1.81M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.44K
- 11.84%
$47.79 - $59.89 $68.8K - $86.2K
10.7K $538K
SOXX
Ishares Semiconductor ETF

ETFs
-201
- 3.59%
$188.17 - $235.81 $37.8K - $47.4K
5.4K $1.02M
PFG
Principal Financial Group Inc

Financial Services
-3.02K
- 30.62%
$76.34 - $89.04 $231K - $269K
6.85K $578K
FRT
Federal Realty Investment Trust

Real Estate
-1.65K
- 99.16%
$94.7 - $111.82 $156K - $184K
14 $1K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.01K
- 27.56%
$95.85 - $99.25 $192K - $199K
5.27K $521K
INTU
Intuit Inc

Technology
-270
- 25.12%
$555.63 - $630.23 $150K - $170K
805 $494K
VB
Vanguard Small Cap ETF

ETFs
-727
- 74.41%
$217.89 - $252.64 $158K - $184K
250 $55K
SPG
Simon Property Group Inc

Real Estate
-879
- 22.29%
$159.48 - $187.78 $140K - $165K
3.07K $509K
WFC
Wells Fargo & Company

Financial Services
-2.82K
- 12.03%
$66.78 - $81.42 $188K - $229K
20.6K $1.48M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-8.04K
- 58.22%
$21.65 - $24.17 $174K - $194K
5.77K $137K
CMCSA
Comcast Corp

Communication Services
-3.85K
- 11.69%
$33.19 - $38.23 $128K - $147K
29.1K $1.07M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-3.16K
- 21.59%
$44.96 - $47.9 $142K - $152K
11.5K $522K
SHOP
Shopify Inc.

Technology
-143
- 1.08%
$90.59 - $129.31 $13K - $18.5K
13.1K $1.25M
MS
Morgan Stanley

Financial Services
-842
- 12.72%
$111.68 - $141.08 $94K - $119K
5.78K $673K
LOW
Lowes Companies Inc

Consumer Cyclical
-267
- 3.79%
$222.66 - $268.42 $59.5K - $71.7K
6.78K $1.58M
OKE
Oneok Inc

Energy
-1.42K
- 14.29%
$89.57 - $109.85 $127K - $156K
8.52K $844K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 2.91%
$4295.4 - $5141.88 $38.7K - $46.3K
300 $1.38M
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.8K
- 95.5%
$38.53 - $40.49 $146K - $154K
179 $6K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-3.33K
- 20.34%
$39.11 - $41.9 $130K - $139K
13K $515K
GIS
General Mills Inc

Consumer Defensive
-2.12K
- 36.38%
$57.56 - $65.3 $122K - $138K
3.71K $221K
IXN
Ishares Global Information Tec

ETFs
-1.66K
- 71.9%
$75.73 - $88.4 $126K - $147K
650 $49K
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.13%
$347.25 - $424.87 $2.78K - $3.4K
6.32K $2.32M
SOFI
So Fi Technologies, Inc.

Financial Services
-9K
- 92.31%
$11.18 - $18.03 $101K - $162K
750 $8K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-291
- 11.14%
$211.47 - $267.17 $61.5K - $77.7K
2.32K $491K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.51K
- 11.14%
$31.63 - $35.22 $79.5K - $88.5K
20K $640K
USB
Us Bancorp \De\

Financial Services
-894
- 5.2%
$40.92 - $50.9 $36.6K - $45.5K
16.3K $688K
KBR
Kbr, Inc.

Industrials
-2.24K
- 95.28%
$47.88 - $60.47 $107K - $135K
111 $5K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-12K
- 85.71%
$10.81 - $11.29 $130K - $135K
2K $21K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.15K
- 54.8%
$59.78 - $60.03 $128K - $129K
1.77K $105K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-10K
- 99.94%
$12.61 - $14.92 $126K - $150K
6 $0
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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