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
XLK
Technology Sector Spdr

ETFs
-1.8K
- 13.97%
$220.26 - $241.44 $397K - $435K
11.1K $2.58M
VLO
Valero Energy Corp

Energy
-183
- 0.74%
$118.59 - $144.02 $21.7K - $26.4K
24.6K $3.02M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.17K
- 25.6%
$278.49 - $315.16 $324K - $367K
3.39K $960K
TREE
Lending Tree, Inc.

Financial Services
-100
- 0.63%
$38.27 - $62.0 $3.83K - $6.2K
15.8K $613K
NEE
Nextera Energy Inc

Utilities
-568
- 2.77%
$69.77 - $85.43 $39.6K - $48.5K
19.9K $1.43M
CLOI
Vaneck ETF Tr

ETFs
-5.44K
- 54.08%
$52.7 - $53.15 $287K - $289K
4.62K $243K
HYG
Ishares Tr

ETFs
-3.24K
- 17.03%
$78.09 - $80.04 $253K - $260K
15.8K $1.24M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-13.4K
- 98.39%
$20.98 - $21.19 $281K - $284K
219 $4K
CGDV
Capital Group Divid Value ETF

ETFs
-4.51K
- 4.71%
$35.16 - $37.12 $159K - $167K
91.3K $3.22M
QCOM
Qualcomm Inc

Technology
-139
- 0.93%
$150.4 - $178.04 $20.9K - $24.7K
14.8K $2.27M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-4.09K
- 23.47%
$48.17 - $53.38 $197K - $218K
13.3K $650K
UPS
United Parcel Service Inc

Industrials
-570
- 3.26%
$122.65 - $138.35 $69.9K - $78.9K
16.9K $2.13M
COP
Conocophillips

Energy
-1.42K
- 8.12%
$95.12 - $114.72 $135K - $162K
16K $1.59M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-10.1K
- 50.12%
$24.13 - $24.45 $243K - $247K
10K $243K
DVN
Devon Energy Corp

Energy
-4.92K
- 39.44%
$30.52 - $42.96 $150K - $211K
7.55K $247K
QTJL
Innovator Etfs Tr Growth Accel
-8.58K
- 31.17%
$30.57 - $33.17 $262K - $285K
19K $615K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-12.6K
- 27.71%
$19.23 - $20.44 $241K - $257K
32.8K $658K
EOG
Eog Resources Inc

Energy
-1.89K
- 76.78%
$118.22 - $136.54 $224K - $258K
572 $70K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.19K
- 55.03%
$185.87 - $204.12 $220K - $242K
969 $182K
F
Ford Motor CO

Consumer Cyclical
-20.4K
- 50.23%
$9.69 - $11.4 $198K - $233K
20.2K $200K
IEF
Ishares Barclays

ETFs
-2.26K
- 88.24%
$92.08 - $98.18 $208K - $222K
301 $27K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-281
- 35.8%
$501.29 - $612.85 $141K - $172K
504 $262K
CVX
Chevron Corp

Energy
-883
- 2.42%
$141.15 - $162.53 $125K - $144K
35.6K $5.16M
LHX
L3 Harris Technologies, Inc.

Industrials
-370
- 7.62%
$208.94 - $264.22 $77.3K - $97.8K
4.49K $943K
PATH
Ui Path, Inc.

Technology
-16.5K
- 83.53%
$11.95 - $15.5 $197K - $256K
3.25K $41K
VUG
Vanguard Growth ETF

ETFs
-857
- 15.89%
$378.79 - $428.11 $325K - $367K
4.54K $1.86M
VTV
Vanguard Value ETF

ETFs
-1.1K
- 27.75%
$168.32 - $181.87 $185K - $200K
2.86K $483K
DHR
Danaher Corp

Healthcare
-584
- 42.57%
$226.16 - $274.52 $132K - $160K
788 $180K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.1K
- 6.38%
$64.85 - $73.04 $71.6K - $80.6K
16.2K $1.06M
EEM
Ishares Msci Emerging Markets

ETFs
-1.03K
- 2.68%
$41.82 - $47.36 $42.9K - $48.6K
37.3K $1.56M
IGE
Ishares Tr North Amern Nat Res

ETFs
-4K
- 20.37%
$41.52 - $48.01 $166K - $192K
15.6K $668K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-18.9K
- 30.74%
$8.17 - $8.66 $154K - $164K
42.6K $348K
FQAL
Fidelity Covington Tr Quality

ETFs
-3.62K
- 3.5%
$64.43 - $68.47 $233K - $248K
99.9K $6.53M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-5.69K
- 23.37%
$42.05 - $48.31 $239K - $275K
18.6K $862K
TT
Trane Technologies PLC

Industrials
-442
- 67.48%
$369.35 - $419.14 $163K - $185K
213 $78K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-6.05K
- 16.63%
$29.46 - $30.58 $178K - $185K
30.3K $916K
AGNC
Agnc Investment Corp.

Real Estate
-9.22K
- 16.5%
$9.21 - $10.59 $84.9K - $97.6K
46.6K $429K
IYH
Ishares Tr

ETFs
-869
- 5.55%
$57.53 - $65.24 $50K - $56.7K
14.8K $861K
SSO
Proshares Ultra S&P 500

ETFs
-1.71K
- 86.03%
$87.92 - $99.73 $151K - $171K
278 $25K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-6.28K
- 9.83%
$28.22 - $28.78 $177K - $181K
57.6K $1.66M
CDW
Cdw Corp

Technology
-662
- 95.25%
$171.49 - $225.64 $114K - $149K
33 $5K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.78K
- 20.07%
$55.45 - $61.08 $98.5K - $108K
7.07K $392K
IEZ
Ishares Tr

ETFs
-7.16K
- 48.01%
$18.93 - $22.09 $136K - $158K
7.76K $153K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.12K
- 8.6%
$148.14 - $166.23 $313K - $352K
22.5K $3.58M
ACN
Accenture PLC

Technology
-374
- 7.2%
$343.9 - $376.86 $129K - $141K
4.82K $1.69M
PINS
Pinterest, Inc.

Communication Services
-1.55K
- 5.45%
$28.24 - $34.15 $43.7K - $52.8K
26.9K $778K
TFLO
Ishares Treasury Floating Rate

ETFs
-2.72K
- 99.42%
$50.37 - $50.63 $137K - $138K
16 $0
WY
Weyerhaeuser CO

Real Estate
-3.14K
- 38.16%
$27.21 - $33.7 $85.5K - $106K
5.1K $143K
MCK
Mckesson Corp

Healthcare
-335
- 41.26%
$482.27 - $628.5 $162K - $211K
477 $271K
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
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