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
FNDC
Schwab Fundamental Intl Small

ETFs
-174
- 90.16%
$32.97 - $42.05 $5.74K - $7.32K
19 $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-146
- 1.08%
$10.29 - $11.24 $1.5K - $1.64K
13.4K $146K
FAF
First American Financial Corp

Financial Services
-3
- 0.26%
$54.11 - $67.0 $162 - $201
1.14K $69K
BR
Broadridge Financial Solutions, Inc.

Technology
-17
- 17.17%
$217.22 - $246.25 $3.69K - $4.19K
82 $19K
DVA
Davita Inc.

Healthcare
-30
- 34.09%
$133.5 - $155.51 $4.01K - $4.67K
58 $8K
CCJ
Cameco Corp

Energy
-150
- 81.08%
$36.68 - $74.46 $5.5K - $11.2K
35 $2K
MKC
Mccormick & CO Inc

Consumer Defensive
-1
- 0.12%
$71.11 - $82.25 $71.1 - $82.3
819 $62K
IWN
Ishares Russell2000 Val ETF

ETFs
-30
- 44.78%
$131.84 - $157.76 $3.96K - $4.73K
37 $5K
XT
Ishares Tr Exponential Technol

ETFs
-100
- 33.33%
$49.86 - $65.25 $4.99K - $6.53K
200 $13K
AI
C3.Ai, Inc.

Technology
-199
- 64.61%
$18.24 - $27.8 $3.63K - $5.53K
109 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4
- 3.28%
$212.1 - $244.27 $848 - $977
118 $25K
OGN
Organon & Co.

Healthcare
-250
- 85.32%
$8.04 - $14.72 $2.01K - $3.68K
43 $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-132
- 60.0%
$25.57 - $26.34 $3.38K - $3.48K
88 $2K
ROST
Ross Stores, Inc.

Consumer Cyclical
-12
- 0.22%
$126.62 - $154.26 $1.52K - $1.85K
5.39K $687K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-160
- 8.99%
$86.05 - $107.7 $13.8K - $17.2K
1.62K $174K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-1
- 0.04%
$33.15 - $36.46 $33.2 - $36.5
2.37K $83K
HEFA
Ishares Currency Hedged Msci E

ETFs
-87
- 70.16%
$32.11 - $38.21 $2.79K - $3.32K
37 $1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-137
- 48.93%
$40.51 - $71.03 $5.55K - $9.73K
143 $10K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-409
- 15.24%
$320.42 - $424.58 $131K - $174K
2.27K $965K
OMFL
Invesco Exchange Traded Self I

ETFs
-96
- 20.65%
$48.43 - $57.78 $4.65K - $5.55K
369 $21K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-32
- 35.96%
$104.23 - $134.39 $3.34K - $4.3K
57 $7K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-162
- 98.78%
$23.19 - $25.35 $3.76K - $4.11K
2 $0
KD
Kyndryl Holdings, Inc.

Technology
-150
- 54.95%
$27.77 - $41.96 $4.17K - $6.29K
123 $5K
RCAT
Red Cat Holdings, Inc.

Technology
-700
- 43.45%
$4.66 - $9.19 $3.26K - $6.43K
911 $6K
AMH
American Homes 4 Rent

Real Estate
-2
- 0.19%
$32.8 - $39.31 $65.6 - $78.6
1.06K $38K
DLR
Digital Realty Trust, Inc.

Real Estate
-25
- 40.98%
$136.11 - $177.69 $3.4K - $4.44K
36 $6K
REG
Regency Centers Corp

Real Estate
-3
- 0.69%
$65.48 - $74.74 $196 - $224
434 $30K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-7
- 22.58%
$146.74 - $176.07 $1.03K - $1.23K
24 $3K
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.51%
$138.36 - $161.45 $138 - $161
194 $28K
WDAY
Workday, Inc.

Technology
-35
- 3.76%
$210.47 - $274.71 $7.37K - $9.61K
896 $215K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
-216
- 3.8%
$28.94 - $32.74 $6.25K - $7.07K
5.47K $179K
POR
Portland General Electric CO

Utilities
-5
- 1.19%
$39.96 - $44.75 $200 - $224
415 $16K
VBK
Vanguard Small Cap Growth ETF

ETFs
-25
- 13.44%
$219.76 - $276.94 $5.49K - $6.92K
161 $44K
OTIS
Otis Worldwide Corp

Industrials
-15
- 11.54%
$90.88 - $104.3 $1.36K - $1.56K
115 $11K
PKG
Packaging Corp Of America

Consumer Cyclical
-5
- 33.33%
$175.97 - $201.36 $880 - $1.01K
10 $1K
OXLC
Oxford Lane Capital Corp.

Financial Services
-71
- 5.37%
$4.01 - $4.96 $285 - $352
1.25K $5K
EMLP
First Tr Exchange Traded Iv

ETFs
-15
- 3.44%
$33.62 - $37.89 $504 - $568
421 $15K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-113
- 22.03%
$16.69 - $23.43 $1.89K - $2.65K
400 $8K
NTRS
Northern Trust Corp

Financial Services
-220
- 23.35%
$84.45 - $126.79 $18.6K - $27.9K
722 $91K
OWL
Blue Owl Capital Inc.

Financial Services
-26
- 34.21%
$15.9 - $21.16 $413 - $550
50 $0
GME
Game Stop Corp.

Consumer Cyclical
-19
- 32.2%
$21.1 - $35.01 $401 - $665
40 $0
VRSK
Verisk Analytics, Inc.

Industrials
-6
- 18.75%
$277.03 - $321.33 $1.66K - $1.93K
26 $8K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-5
- 1.07%
$22.66 - $26.12 $113 - $131
463 $11K
LSTR
Landstar System Inc

Industrials
-1
- 1.41%
$131.55 - $151.93 $132 - $152
70 $9K
LTC
Ltc Properties Inc

Real Estate
-12
- 1.56%
$32.83 - $36.24 $394 - $435
758 $26K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-28
- 73.68%
$37.77 - $46.15 $1.06K - $1.29K
10 $0
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-20
- 10.93%
$49.82 - $50.25 $996 - $1.01K
163 $8K
BGR
Black Rock Energy & Resources Trust

Financial Services
-23
- 2.16%
$11.27 - $13.63 $259 - $313
1.04K $13K
Ft Vest Laddered Moderate Buffer ETF
-2.89K
- 4.65%
N/A
59.3K $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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