Sunbelt Securities, Inc. Reduced Holdings in Q4 2024

Sunbelt Securities, Inc.

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
-478
- 2.35%
$27.03 - $29.92 $12.9K - $14.3K
19.8K $542K
PWR
Quanta Services, Inc.

Industrials
-259
- 32.99%
$296.05 - $346.6 $76.7K - $89.8K
526 $166K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.67K
- 30.05%
$40.86 - $43.42 $68.3K - $72.6K
3.89K $163K
GOLD
Barrick Gold Corp

Basic Materials
-290
- 2.04%
$15.23 - $21.19 $4.42K - $6.15K
14K $216K
IRM
Iron Mountain Inc

Real Estate
-504
- 58.33%
$101.62 - $128.14 $51.2K - $64.6K
360 $37K
DEI
Douglas Emmett Inc

Real Estate
-5K
- 17.06%
$17.33 - $20.32 $86.6K - $102K
24.3K $451K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-59
- 0.1%
$90.66 - $99.46 $5.35K - $5.87K
57K $5.18M
REET
Ishares Global Reit ETF

ETFs
-54
- 0.25%
$23.43 - $26.54 $1.27K - $1.43K
21.9K $523K
ITB
Ishares Tr

ETFs
-161
- 8.94%
$103.31 - $129.34 $16.6K - $20.8K
1.64K $169K
INGR
Ingredion Inc

Consumer Defensive
-431
- 20.25%
$132.76 - $154.86 $57.2K - $66.7K
1.7K $233K
HYLS
First Tr Tactical High Yield L

ETFs
-1.28K
- 16.6%
$41.29 - $42.03 $52.8K - $53.8K
6.42K $265K
KLAC
Kla Corp

Technology
-3
- 0.78%
$614.46 - $829.55 $1.84K - $2.49K
384 $241K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.45K
- 9.51%
$47.71 - $49.76 $69K - $72K
13.8K $673K
CRON
Cronos Group Inc.

Healthcare
-11.8K
- 6.53%
$1.87 - $2.29 $22K - $27K
169K $340K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-617
- 12.77%
$81.68 - $82.93 $50.4K - $51.2K
4.22K $345K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-310
- 12.0%
$370.24 - $418.94 $115K - $130K
2.27K $913K
APA
Apa Corp

Energy
-2.07K
- 42.14%
$20.47 - $27.07 $42.3K - $56K
2.84K $65K
IYY
Ishares Tr

ETFs
-485
- 11.27%
$138.14 - $149.13 $67K - $72.3K
3.82K $546K
CGUS
Capital Group Core Equity ETF
-6.42K
- 2.6%
$33.96 - $36.24 $218K - $233K
241K $8.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
-388
- 2.72%
$567.81 - $607.81 $220K - $236K
13.9K $8.13M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-2.42K
- 6.38%
$13.12 - $14.37 $31.7K - $34.8K
35.5K $482K
MUB
Ishares National Muni Bond ETF

ETFs
-442
- 19.32%
$105.78 - $108.7 $46.8K - $48K
1.85K $196K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.08K
- 89.99%
$45.17 - $47.23 $48.7K - $51K
120 $5K
SYK
Stryker Corp

Healthcare
-142
- 28.34%
$345.14 - $392.15 $49K - $55.7K
359 $129K
HPQ
Hp Inc

Technology
-1.38K
- 71.73%
$32.46 - $39.3 $44.7K - $54.2K
543 $17K
TSN
Tyson Foods, Inc.

Consumer Defensive
-498
- 5.09%
$57.14 - $64.54 $28.5K - $32.1K
9.3K $533K
WMB
Williams Companies, Inc.

Energy
-1.21K
- 63.82%
$46.37 - $59.74 $56.2K - $72.4K
687 $37K
ICF
Ishares Tr

ETFs
-250
- 4.18%
$58.8 - $66.61 $14.7K - $16.7K
5.74K $345K
PSEC
Prospect Capital Corp

Financial Services
-4.09K
- 14.03%
$4.16 - $5.34 $17K - $21.9K
25.1K $108K
TRGP
Targa Resources Corp.

Energy
-622
- 30.22%
$150.58 - $207.69 $93.7K - $129K
1.44K $256K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-208
- 2.48%
$176.42 - $186.91 $36.7K - $38.9K
8.19K $1.46M
SUN
Sunoco LP

Energy
-850
- 78.63%
$50.8 - $56.82 $43.2K - $48.3K
231 $11K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-364
- 11.77%
$123.69 - $133.68 $45K - $48.7K
2.73K $341K
CQP
Cheniere Energy Partners, L.P.

Energy
-1.13K
- 35.31%
$48.06 - $58.87 $54.1K - $66.2K
2.06K $109K
IYG
Ishares Tr

ETFs
-1.42K
- 14.93%
$70.24 - $82.34 $99.9K - $117K
8.1K $630K
SLV
I Shares Silver Trust

ETFs
-65
- 0.31%
$26.33 - $31.74 $1.71K - $2.06K
20.7K $544K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-595
- 94.15%
$68.25 - $75.42 $40.6K - $44.9K
37 $2K
KRE
Spdr S&P Regional Banking ETF

ETFs
-919
- 33.59%
$54.6 - $68.9 $50.2K - $63.3K
1.82K $109K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.37K
- 15.21%
$24.94 - $26.14 $34.2K - $35.8K
7.64K $190K
TPLE
Timothy Plan Us Large/Mid Core

ETFs
-1.01K
- 3.5%
$25.49 - $27.64 $25.8K - $28K
27.9K $714K
MRNA
Moderna, Inc.

Healthcare
-659
- 98.51%
$36.85 - $63.93 $24.3K - $42.1K
10 $0
IDEV
Ishares Core Msci Intl Develop

ETFs
-300
- 7.49%
$64.18 - $70.42 $19.3K - $21.1K
3.71K $239K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-639
- 7.71%
$57.38 - $61.11 $36.7K - $39K
7.65K $446K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-818
- 63.51%
$50.14 - $52.56 $41K - $43K
470 $23K
INCY
Incyte Corp

Healthcare
-680
- 62.96%
$65.08 - $83.38 $44.3K - $56.7K
400 $27K
NOCT
Innovator Growth 100 Power Buf

ETFs
-1.13K
- 11.16%
$49.49 - $52.11 $56K - $58.9K
9K $462K
CME
Cme Group Inc.

Financial Services
-242
- 21.74%
$221.17 - $246.02 $53.5K - $59.5K
871 $202K
SNPS
Synopsys Inc

Technology
-82
- 70.69%
$485.36 - $588.0 $39.8K - $48.2K
34 $16K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.19K
- 3.18%
$124.26 - $134.12 $148K - $160K
36.3K $4.67M
Activity Summary
Buys All Purchases 621 New Holdings 115 Increased Positions 506 Sells All Sells 558 Reductions 555 Sold out 3 Options Calls 0 Puts 0
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