Fund HoldingsSunbelt Securities, Inc.

Total Portfolio Value
$896.38M
Total Bought
$138.20M
Total Sold
$75.79M
Net Transaction
+$62.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)26,51735,420+8,90313,13232,0043.57%+18,873
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY
INNOV PRM INC 30
0312,931+312,93107,7310.86%+7,731
FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
FT VEST US EQT
0177,216+177,21606,1030.68%+6,103
INNOVATOR BUFFER STEP-UP STRATEGY ETF
BUFF STEP UP ETF
22,055181,204+159,1496285,4820.61%+4,855
ENCORE WIRE CORP COM92,76690,766-2,00019,81523,8522.66%+4,037
BROADCOM INC COM(AVGO)4,8316,929+2,0985,3939,1841.02%+3,791
INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY
GRWT ACCLTD PLUS
0383,747+383,74708,6280.96%+8,628
ELI LILLY & CO COM(LLY)05,575+5,57504,3370.48%+4,337
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
167,337242,525+75,1884,7367,5570.84%+2,821
MICROSOFT CORP COM(MSFT)38,25740,395+2,13814,38616,9951.90%+2,609
FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH
FT VEST U.S EQT
071,458+71,45802,4600.27%+2,460
CAPITAL GROUP CORE BALANCED ETF
SHS
99,725171,175+71,4502,7264,9830.56%+2,256
SCHWAB US DIVIDEND EQUITY ETF87,850109,975+22,1256,6888,8670.99%+2,179
SUPER MICRO COMPUTER INC COM(SMCI)01,922+1,92201,9410.22%+1,941
ENTERPRISE PRODS PARTNERS L P COM(EPD)0201,683+201,68305,8850.66%+5,885
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
322,212376,924+54,7129,20611,0291.23%+1,823
AMAZON COM INC COM(AMZN)88,20983,522-4,68713,40215,0661.68%+1,663
FT VEST US EQUITY BUFFER ETF - JANUARY
FT VEST US EQT
061,272+61,27202,5720.29%+2,572
SCHWAB U.S. LARGE-CAP GROWTH ETF175,664173,974-1,69014,57316,1311.80%+1,558
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
49,28192,113+42,8321,3912,9470.33%+1,555
ENERGY TRANSFER L P COM UT LTD PTN(ET)0268,275+268,27504,2200.47%+4,220
ISHARES 20 YEAR TREASURY BOND ETF27,98245,179+17,1972,7674,2750.48%+1,508
META PLATFORMS INC CL A(META)09,646+9,64604,6840.52%+4,684
MERCK & CO INC COM(MRK)53,29553,495+2005,8107,0590.79%+1,249
FIDELITY NASDAQ COMPOSITE INDEX ETF61,53473,856+12,3223,6454,7560.53%+1,111
VERTIV HOLDINGS CO COM CL A(VRT)013,440+13,44001,0980.12%+1,098
VALERO ENERGY CORP COM(VLO)026,955+26,95504,6010.51%+4,601
SCHWAB U.S. MID-CAP ETF76,68183,611+6,9305,7766,8080.76%+1,033
ISHARES S&P MID-CAP 400 GROWTH ETF55,83059,761+3,9314,4235,4530.61%+1,030
ISHARES S&P 500 GROWTH ETF189,792180,569-9,22314,25315,2471.70%+994
COSTCO WHSL CORP NEW COM(COST)5,1385,986+8483,3914,3850.49%+994
INNOVATOR PREMIUM INCOME 10 BARRIER ETF - JANUARY038,800+38,80009670.11%+967
APPLE INC COM(AAPL)93,726110,834+17,10818,04519,0062.12%+961
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
66,74390,496+23,7531,9922,9410.33%+950
MARATHON PETE CORP COM(MPC)016,773+16,77303,3800.38%+3,380
SCHWAB U.S. SMALL-CAP ETF128,533142,404+13,8716,0727,0120.78%+940
CITIGROUP INC COM NEW(C)76,60676,845+2393,9414,8600.54%+919
JPMORGAN CHASE & CO COM(JPM)28,19728,529+3324,7965,7140.64%+918
CHEVRON CORP NEW COM(CVX)034,318+34,31805,4130.60%+5,413
SABLE OFFSHORE CORP COM SHS075,000+75,00008220.09%+822
ISHARES CORE S&P 500 ETF40,32538,117-2,20819,26020,0392.24%+779
EXXON MOBIL CORP COM0114,161+114,161013,2701.48%+13,270
ALTRIA GROUP INC COM(MO)049,827+49,82702,1730.24%+2,173
ISHARES U.S. INDUSTRIALS ETF06,557+6,55708240.09%+824
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
BLOOMBERG ONE YR
013,366+13,36606630.07%+663
VISA INC COM CL A(V)31,09731,360+2638,0968,7520.98%+656
SCHWAB U.S. LARGE-CAP VALUE ETF103,050103,685+6357,2247,8780.88%+654
ISHARES CORE S&P US VALUE ETF29,03233,964+4,9322,4483,0720.34%+623
SCHWAB EMERGING MARKETS EQUITY ETF0102,184+102,18402,5800.29%+2,580
ABBVIE INC COM(ABBV)046,398+46,39808,4490.94%+8,449
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)05,251+5,25107140.08%+714
ENBRIDGE INC COM(ENB)027,574+27,57409980.11%+998
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
28,16131,148+2,9872,8723,4330.38%+561
SPDR S&P 500 ETF TRUST(SPY)12,29712,243-545,8456,4040.71%+559
INVESCO QQQ TRUST SERIES I18,69718,499-1987,6578,2140.92%+557
EQUINIX INC COM(EQIX)0671+67105530.06%+553
BERKSHIRE HATHAWAY INC DEL CL B NEW09,563+9,56304,0220.45%+4,022
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
US SML CP PWR B
069,050+69,05002,4420.27%+2,442
ISHARES CHINA LARGE-CAP ETF022,486+22,48605410.06%+541
ISHARES U.S. HOME CONSTRUCTION ETF05,463+5,46306320.07%+632
PBF ENERGY INC CL A(PBF)012,104+12,10406970.08%+697
ISHARES MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
011,821+11,82105220.06%+522
QUALCOMM INC COM(QCOM)14,82515,677+8522,1442,6540.30%+510
BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF
BLOOMBERG TWO YR
010,130+10,13004970.06%+497
HCA HEALTHCARE INC COM(HCA)01,882+1,88206280.07%+628
CASEYS GEN STORES INC COM(CASY)01,625+1,62505170.06%+517
ISHARES MSCI SWEDEN ETF012,160+12,16004860.05%+486
CVS HEALTH CORP COM(CVS)017,631+17,63101,4060.16%+1,406
MEDICAL PPTYS TRUST INC COM(MPT)0385,145+385,14501,8100.20%+1,810
ISHARES EXPANDED TECH SECTOR ETF06,183+6,18305330.06%+533
ISHARES MSCI ISRAEL ETF08,838+8,83805640.06%+564
EATON VANCE ENHANCED EQUITY IN COM(EOS)133,925145,415+11,4902,5072,9330.33%+426
ISHARES MSCI SOUTH KOREA ETF016,268+16,26801,0920.12%+1,092
UIPATH INC CL A(PATH)018,178+18,17804120.05%+412
BLACKROCK SCIENCE & TECHNOLOGY SHS(BST)42,00249,287+7,2851,4141,8200.20%+406
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
08,504+8,50404610.05%+461
ISHARES U.S. HEALTHCARE ETF016,375+16,37501,0140.11%+1,014
MASTERCARD INCORPORATED CL A(MA)9,3839,123-2604,0024,3940.49%+392
ALERIAN MLP ETF
ALERIAN MLP
015,101+15,10107170.08%+717
PROCTER AND GAMBLE CO COM(PG)050,494+50,49408,1930.91%+8,193
ISHARES MSCI NETHERLANDS ETF07,473+7,47303700.04%+370
QUANTA SVCS INC COM01,626+1,62604220.05%+422
ISHARES MSCI GERMANY ETF011,508+11,50803650.04%+365
ISHARES RUSSELL 2000 GROWTH ETF01,718+1,71804650.05%+465
COMCAST CORP NEW CL A(CCZ)032,893+32,89301,4260.16%+1,426
HOME DEPOT INC COM(HD)06,584+6,58402,5260.28%+2,526
ISHARES U.S. TECHNOLOGY ETF23,85724,184+3272,9283,2660.36%+338
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF036,526+36,52607980.09%+798
BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF
BLOOMBERG FVE YR
06,838+6,83803320.04%+332
BONDBLOXX BLOOMBERG THREE YEAR TARGET DURATION US TREASURY ETF
BLOOMBERG THREE
06,776+6,77603310.04%+331
ADVANCED MICRO DEVICES INC COM(AMD)5,3516,169+8187891,1130.12%+325
CATERPILLAR INC COM(CAT)03,874+3,87401,4200.16%+1,420
ISHARES CORE U.S. AGGREGATE BOND ETF4,0627,313+3,2514037160.08%+313
ISHARES S&P 500 VALUE ETF38,62537,608-1,0176,7167,0260.78%+309
FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF010,364+10,36403050.03%+305
FIDELITY BLUE CHIP GROWTH ETF23,93728,491+4,5547971,0960.12%+299
ISHARES S&P SMALL-CAP 600 GROWTH ETF33,39034,233+8434,1784,4750.50%+297
WALMART INC COM(WMT)040,373+40,37302,4290.27%+2,429
ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF
MSCI ACWI EXUS
35,40241,897+6,4951,0261,3160.15%+290
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
GRWT100 PWR BF
033,339+33,33901,4530.16%+1,453
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