Sunbelt Securities, Inc. Portfolio Stock Holdings
Sunbelt Securities, Inc. disclosed 2954 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include EXXON MOBIL CORP COM, NVIDIA CORPORATION COM, and APPLE INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 2954
- Portfolio Value
- $1.6B
Holdings by Sector
Sunbelt Securities, Inc. Portfolio Holdings in Q1 2026
2657 holdings in the latest reporting period.
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| 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 |
| 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 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.58% | 24,602 | +549 | +2.28% | $9,145,794 |
| MERCK & CO INC COM | MRK | Healthcare | 0.58% | 76,019 | -697 | -0.91% | $9,144,299 |
| META PLATFORMS INC CL A | META | Communication Services | 0.57% | 15,798 | +272 | +1.75% | $9,038,574 |
| ABBVIE INC COM | ABBV | Healthcare | 0.55% | 40,395 | +3 | +0.01% | $8,785,548 |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | Other | 0.54% | 121,744 | +67 | +0.06% | $8,544,012 |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Energy | 0.53% | 221,971 | -5,356 | -2.36% | $8,399,399 |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | Other | 0.53% | 217,991 | -3,114 | -1.41% | $8,375,213 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.51% | 27,562 | +1,199 | +4.55% | $8,107,750 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.51% | 105,646 | -1,261 | -1.18% | $8,034,384 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 0.48% | 22,493 | +15,165 | +206.95% | $7,599,056 |
| VISA INC COM CL A | V | Financial Services | 0.47% | 24,629 | -151 | -0.61% | $7,443,770 |
| INNOVATOR BUFFER STEP-UP STRATEGY ETF | BSTP | Other | 0.47% | 205,710 | -43,201 | -17.36% | $7,407,309 |
| WALMART INC COM | WMT | Consumer Defensive | 0.43% | 55,023 | -2,070 | -3.63% | $6,838,254 |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | EUSA | Other | 0.40% | 62,653 | +13,142 | +26.54% | $6,376,208 |
| FIDELITY EMERGING MARKETS MULTIFACTOR ETF | FDEM | Other | 0.39% | 198,066 | +88,865 | +81.38% | $6,254,926 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 0.38% | 42,279 | +2,916 | +7.41% | $6,021,829 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | Other | 0.37% | 58,050 | +373 | +0.65% | $5,840,959 |
| ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | COMT | Other | 0.37% | 172,363 | +25,904 | +17.69% | $5,827,591 |
| STATE STREET SPDR S&P DIVIDEND ETF | SDY | Other | 0.37% | 39,851 | +244 | +0.62% | $5,815,795 |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | Other | 0.37% | 42,841 | +5,651 | +15.19% | $5,814,387 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.37% | 188,580 | -73,825 | -28.13% | $5,785,627 |
| PHILIP MORRIS INTL INC COM | PM | Consumer Defensive | 0.36% | 34,518 | +18 | +0.05% | $5,707,225 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.36% | 5,714 | +105 | +1.87% | $5,693,736 |
| JANUS HENDERSON AAA CLO ETF | JAAA | Other | 0.36% | 112,860 | +105 | +0.09% | $5,684,744 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.35% | 26,565 | -813 | -2.97% | $5,496,312 |
| ALTRIA GROUP INC COM | MO | Consumer Defensive | 0.34% | 81,802 | +1,457 | +1.81% | $5,398,128 |
| FIDELITY QUALITY FACTOR ETF | FQAL | Other | 0.33% | 72,163 | -37,663 | -34.29% | $5,239,038 |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | Other | 0.32% | 128,069 | +4,122 | +3.33% | $5,056,147 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | Other | 0.32% | 34,830 | -41 | -0.12% | $5,040,245 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.31% | 25,916 | +1,863 | +7.75% | $4,973,773 |
| NETFLIX INC. COM | NFLX | Communication Services | 0.31% | 51,112 | +13,083 | +34.40% | $4,914,419 |
| CAPITAL GROUP CORE BALANCED ETF | CGBL | Other | 0.31% | 142,527 | +570 | +0.40% | $4,904,368 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | Other | 0.31% | 57,745 | -10,273 | -15.10% | $4,903,134 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.29% | 6,628 | +168 | +2.60% | $4,624,515 |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | Other | 0.29% | 138,025 | +6,618 | +5.04% | $4,547,928 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | Other | 0.29% | 40,796 | -2,092 | -4.88% | $4,519,407 |
| VALERO ENERGY CORP COM | VLO | Energy | 0.28% | 17,700 | +212 | +1.21% | $4,373,432 |
| FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | GFEB | Other | 0.27% | 105,188 | -1,100 | -1.03% | $4,322,175 |
| WISDOMTREE U.S. QUALITY GROWTH FUND | QGRW | Other | 0.27% | 80,423 | -2,155 | -2.61% | $4,296,990 |
| ARES CAPITAL CORP COM | ARCC | Financial Services | 0.26% | 228,982 | +62,352 | +37.42% | $4,126,250 |
| INVESCO S&P 500 REVENUE ETF | RWL | Other | 0.26% | 35,816 | +5,015 | +16.28% | $4,115,586 |
| ENERGY TRANSFER L P COM UT LTD PTN | ET | Energy | 0.26% | 211,975 | +10,299 | +5.11% | $4,091,123 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.25% | 12,860 | -873 | -6.36% | $3,996,665 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | GJUL | Other | 0.25% | 97,086 | -1,000 | -1.02% | $3,958,818 |
| ISHARES U.S. TECHNOLOGY ETF | IYW | Other | 0.25% | 21,691 | -254 | -1.16% | $3,935,257 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | Other | 0.24% | 18,418 | +403 | +2.24% | $3,831,946 |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | IGRO | Other | 0.24% | 45,510 | +443 | +0.98% | $3,812,380 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.23% | 15,128 | +756 | +5.26% | $3,666,991 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 0.23% | 22,341 | +1 | +0.00% | $3,666,849 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | GJUN | Other | 0.23% | 92,385 | -1,200 | -1.28% | $3,641,817 |
| ISHARES CORE S&P US VALUE ETF | IUSV | Other | 0.22% | 34,543 | -2,895 | -7.73% | $3,532,010 |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | Other | 0.22% | 81,821 | -429 | -0.52% | $3,480,674 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.21% | 83,773 | +3,137 | +3.89% | $3,366,857 |
| BLACKSTONE INC COM | BX | Financial Services | 0.21% | 28,647 | +843 | +3.03% | $3,294,139 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.20% | 24,216 | +873 | +3.74% | $3,218,318 |
| YIELDMAX NVDA OPTION INCOME STRATEGY ETF | NVDY | Other | 0.20% | 247,000 | +4,538 | +1.87% | $3,206,063 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 0.20% | 3,746 | +50 | +1.35% | $3,169,079 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 0.20% | 9,183 | +480 | +5.52% | $3,103,338 |
| FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | DFEB | Other | 0.19% | 64,889 | -3,219 | -4.73% | $3,073,792 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | Other | 0.19% | 49,024 | +4,532 | +10.19% | $3,072,851 |
| ISHARES CORE S&P U.S. GROWTH ETF | IUSG | Other | 0.19% | 19,722 | -3 | -0.02% | $3,059,080 |
| CISCO SYS INC COM | CSCO | Technology | 0.19% | 38,467 | -561 | -1.44% | $2,984,631 |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | WTV | Other | 0.19% | 31,322 | +1,867 | +6.34% | $2,967,117 |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ITA | Other | 0.19% | 13,504 | -229 | -1.67% | $2,953,944 |
| HCA HEALTHCARE INC COM | HCA | Healthcare | 0.19% | 6,242 | +3,945 | +171.75% | $2,953,925 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.18% | 5,628 | -299 | -5.04% | $2,812,305 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | Other | 0.18% | 40,939 | +3,622 | +9.71% | $2,795,305 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | GMAR | Other | 0.18% | 67,022 | -23,832 | -26.23% | $2,794,147 |
| 3M CO COM | MMM | Industrials | 0.18% | 19,218 | -31 | -0.16% | $2,790,990 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.18% | 17,902 | -104 | -0.58% | $2,780,059 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 0.17% | 82,535 | +1,014 | +1.24% | $2,767,382 |