Sunbelt Securities, Inc. 13F Holdings
CIK 0001632932 · HOUSTON, TX
As of Sep 30, 2025, Sunbelt Securities, Inc. reported 2,701 positions worth
CIK 0001632932 · HOUSTON, TX
As of Sep 30, 2025, Sunbelt Securities, Inc. reported 2,701 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EXXON MOBIL CORP | XOM | Energy | 1,349,819 | 52.2M | 13.08% |
| NVIDIA CORP | NVDA | Technology | 336,115 | $62.7M | 5.39% |
| MICROSOFT CORP | MSFT | Technology | 74,672 | $38.7M | 3.32% |
| APPLE INC | AAPL | Technology | 124,816 | $31.8M | 2.73% |
| ISHARES GOLD TRUST | IAU | — | 422,045 | $30.7M | 2.64% |
| BROADCOM INC | AVGO | Technology | 81,887 | $27.0M | 2.32% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 186,955 | $22.6M | 1.94% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 704,287 | $22.5M | 1.93% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 36,999 | $22.2M | 1.91% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 184,400 | $21.0M | 1.80% |
| ISHARES CORE S&P 500 ETF | IVV | — | 29,296 | 9.6M | 1.68% |
| AMAZON.COM INC | AMZN | Equity | 85,223 | 8.7M | 1.61% |
| SPDR S&P 500 ETF TRUST | SPY | — | 23,603 | 5.7M | 1.35% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 81,857 | 4.9M | 1.28% |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | — | 428,335 | 4.1M | 1.21% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 489,396 | 3.4M | 1.15% |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | PSTP | — | 341,300 | 1.9M | 1.02% |
| META PLATFORMS INC | META | Communication Services | 14,636 | 0.7M | 0.92% |
| ALPHABET INC | GOOG | Equity | 42,586 | 0.4M | 0.89% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 66,404 | 0.2M | 0.88% |
| TESLA INC | TSLA | Consumer Cyclical | 22,870 | 0.2M | 0.87% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 20,040 | 0.1M | 0.87% |
| ALPHABET INC | GOOGL | Equity | 40,370 | $9.8M | 0.84% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 47,187 | $9.7M | 0.84% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 108,732 | $9.5M | 0.82% |