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
Presidio Ppty Tr Inc Wt Exp 012427
-8.17K
- 70.2%
N/A
3.47K $0
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2
- 0.66%
$72.12 - $76.23 $144 - $152
300 $22K
MTCH
Match Group, Inc.

Communication Services
-1
- 0.22%
$27.03 - $31.93 $27 - $31.9
458 $14K
OPI
Office Properties Income Trust

Real Estate
-2
- 0.4%
$0.18 - $0.45 $0.36 - $0.9
498 $0
Nutex Health Inc Com
-33
- 97.06%
N/A
1 $0
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-1
- 0.84%
$46.54 - $55.66 $46.5 - $55.7
118 $6K
Fidelity Yield Enhanced Equity ETF
-49
- 21.03%
N/A
184 $0
Innovator Growth 100 Power Buffer ETF January
-428
- 1.29%
N/A
32.8K $0
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
-28
- 96.55%
$18.92 - $22.87 $530 - $640
1 $0
BFB
Brown Forman Corp Cl B
-150
- 60.0%
N/A
100 $0
IEF
Ishares Barclays

ETFs
-1
- 0.33%
$93.15 - $96.56 $93.2 - $96.6
301 $28K
FDVV
Fidelity High Dividend ETF

ETFs
-828
- 4.66%
$43.6 - $52.02 $36.1K - $43.1K
16.9K $880K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-119
- 6.94%
$35.9 - $43.76 $4.27K - $5.21K
1.6K $68K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
-200
- 29.63%
$16.01 - $24.16 $3.2K - $4.83K
475 $11K
FJAN
First Exc Trd Viii Cboe Vest U
-3.33K
- 7.41%
N/A
41.6K $0
TSME
Thrivent ETF Tr Small Mid Cap
-2.63K
- 19.8%
N/A
10.6K $0
FSCO
Fs Cr Opportunities Corp Com
-188
- 1.4%
N/A
13.2K $0
VPN
Global X Fds Data Ctr Reits &

ETFs
-20
- 1.0%
N/A
1.98K $31K
Ft Vest U.S. Equity Moderate Buffer ETF November
-320
- 5.56%
N/A
5.44K $0
Fidelity Tactical Bond ETF
-103
- 37.73%
N/A
170 $0
Innovator Emerging Markets Power Buffer ETF January
-749
- 2.48%
N/A
29.5K $0
FDEM
Fidelity Emerging Markets Mult
-1.7K
- 1.68%
N/A
99.3K $0
Alpha Architect 1 3 Month Box ETF
-52.2K
- 46.92%
N/A
59K $0
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-5
- 2.28%
$35.42 - $43.89 $177 - $219
214 $9K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1
- 0.16%
$45.11 - $52.34 $45.1 - $52.3
627 $32K
Ishares A.I. Innovation And Tech Active ETF
-10.5K
- 63.41%
N/A
6.05K $0
Super Micro Computer Inc Com New
-300
- 16.85%
N/A
1.48K $0
Kensington Hedged Premium Income ETF
-1.16K
- 6.22%
N/A
17.4K $0
Ft Vest U.S. Equity Moderate Buffer ETF Jan
-28.3K
- 92.95%
N/A
2.14K $0
Ft Vest Us Equity Moderate Buffer ETF February
-2.69K
- 2.88%
N/A
90.9K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4
- 4.88%
$67.03 - $80.35 $268 - $321
78 $6K
VTWO
Vanguard Russell 2000 ETF

ETFs
-7
- 7.53%
$70.56 - $87.22 $494 - $611
86 $7K
Tko Group Holdings Inc Cl A
-51
- 5.4%
N/A
894 $0
Canadian Pacific Kansas City Com
-155
- 38.08%
N/A
252 $0
Ft Vest Nasdaq 100 Moderate Buffer ETF November
-6.5K
- 74.95%
N/A
2.17K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-329
- 1.89%
N/A
17K $0
CGMS
Capital Grp Core Plus Income E
-26.1K
- 9.91%
N/A
237K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-857
- 6.94%
N/A
11.5K $0
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-60
- 4.83%
$6.66 - $8.12 $400 - $487
1.18K $9K
CSL
Carlisle Companies Inc

Industrials
-1
- 2.63%
$317.1 - $408.5 $317 - $409
37 $13K
FDEV
Fidelity International Multifa

ETFs
-53
- 6.36%
$26.86 - $32.58 $1.42K - $1.73K
780 $25K
FEM
First Trust Emerging Markets A

ETFs
-1
- 0.39%
$19.94 - $24.69 $19.9 - $24.7
258 $6K
AVUV
American Centy ETF Tr Avantis

ETFs
-1
- 0.48%
$75.17 - $91.21 $75.2 - $91.2
209 $19K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1
- 0.49%
$94.92 - $114.85 $94.9 - $115
204 $23K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1
- 1.72%
$50.06 - $80.8 $50.1 - $80.8
57 $4K
BCO
Brinks CO

Industrials
-1
- 0.28%
$82.06 - $94.4 $82.1 - $94.4
352 $31K
DCI
Donaldson CO Inc

Industrials
-3
- 0.42%
$59.18 - $71.02 $178 - $213
708 $49K
JPIB
Jpmorgan International Bond Op

ETFs
-5
- 0.25%
$47.18 - $48.62 $236 - $243
2.02K $98K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-3
- 0.42%
$45.9 - $56.06 $138 - $168
706 $39K
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
Track This Portfolio

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email