Sunbelt Securities, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on May 18, 2026, Sunbelt Securities, Inc. disclosed 2923 stock positions valued at approximately $1.58B as of quarter-end March 31, 2026. The largest holdings include EXXON MOBIL CORP COM, NVIDIA CORPORATION COM, and APPLE INC COM.
- Report Period
- March 31, 2026
- No. of Stocks
- 2923
- Portfolio Value
- $1.58B
Holdings by Sector
Sunbelt Securities, Inc. Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP COM | XOM | Energy | 14.47% | 1,351,473 | -16,755 | -1.22% | $229,290,875 |
| NVIDIA CORPORATION COM | NVDA | Technology | 3.30% | 299,607 | -38,186 | -11.30% | $52,251,486 |
| APPLE INC COM | AAPL | Technology | 2.02% | 126,284 | +1,027 | +0.82% | $32,049,739 |
| MICROSOFT CORP COM | MSFT | Technology | 1.83% | 78,521 | +2,784 | +3.68% | $29,066,194 |
| BROADCOM INC COM | AVGO | Technology | 1.62% | 82,762 | +1,504 | +1.85% | $25,615,752 |
| ISHARES GOLD TRUST | IAU | Other | 1.41% | 253,669 | -8,499 | -3.24% | $22,363,459 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 1.40% | 38,321 | +194 | +0.51% | $22,118,374 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | Other | 1.37% | 744,512 | +17,532 | +2.41% | $21,687,624 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 1.31% | 183,413 | +1,549 | +0.85% | $20,745,885 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 1.29% | 31,243 | +1,307 | +4.37% | $20,408,044 |
| BLUEROCK PVT REAL ESTATE FD COM | BPRE | Other | 1.24% | 1,186,168 | +161,449 | +15.76% | $19,702,255 |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | Other | 1.21% | 165,049 | -6,638 | -3.87% | $19,193,548 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.17% | 88,838 | +1,658 | +1.90% | $18,502,188 |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | Other | 0.99% | 467,920 | +10,233 | +2.24% | $15,658,950 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | SCHV | Other | 0.98% | 510,572 | +102,225 | +25.03% | $15,572,460 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.96% | 23,457 | +198 | +0.85% | $15,254,719 |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | CGMS | Other | 0.89% | 516,085 | +85,162 | +19.76% | $14,053,006 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.78% | 43,349 | +1,378 | +3.28% | $12,435,099 |
| SANDISK CORP COM | SNDK | Other | 0.78% | 19,546 | +19,540 | +325666.67% | $12,418,356 |
| PALANTIR TECHNOLOGIES INC CL A | PLTR | Technology | 0.77% | 83,167 | -10,605 | -11.31% | $12,165,729 |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | PSTP | Other | 0.71% | 327,142 | -33,352 | -9.25% | $11,276,576 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.69% | 38,072 | -103 | -0.27% | $10,947,981 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.65% | 113,195 | -2,198 | -1.90% | $10,247,563 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 0.63% | 80,619 | +21,783 | +37.02% | $10,021,714 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.61% | 39,269 | -1,607 | -3.93% | $9,598,878 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | Other | 0.61% | 329,819 | +11,928 | +3.75% | $9,591,130 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.60% | 65,618 | -1,234 | -1.85% | $9,477,925 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.59% | 19,573 | -991 | -4.82% | $9,379,533 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.58% | 43,751 | -4,436 | -9.21% | $9,238,110 |
| SCHWAB U.S. MID-CAP ETF | SCHM | Other | 0.58% | 296,948 | +11,141 | +3.90% | $9,193,525 |
Showing 30 of 2,923 holdings in the latest reporting period.