Fund Holdings

Sunbelt Securities, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP COM1,368,2281,351,473-16,755164,652,520229,290,87514.47%+64,638,355
SANDISK CORP COM(SNDK)619,546+19,5401,42412,418,3560.78%+12,416,932
MICRON TECHNOLOGY INC COM(MU)7,32822,493+15,1652,091,3437,599,0560.48%+5,507,713
BLUEROCK PVT REAL ESTATE FD COM(BPRE)1,024,7191,186,168+161,44915,370,78519,702,2551.24%+4,331,470
SCHWAB U.S. LARGE-CAP VALUE ETF408,347510,572+102,22512,091,15115,572,4600.98%+3,481,309
ISHARES CORE S&P SMALL CAP ETF58,83680,619+21,7837,070,96610,021,7140.63%+2,950,748
FIDELITY EMERGING MARKETS MULTIFACTOR ETF109,201198,066+88,8653,372,1366,254,9260.39%+2,882,790
TALEN ENERGY CORP COM(TLN)2377,187+6,95088,8372,294,3060.14%+2,205,469
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
GSCI CMDTY STGY
146,459172,363+25,9043,646,0375,827,5910.37%+2,181,554
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
430,923516,085+85,16211,902,09114,053,0060.89%+2,150,915
MCKESSON CORP COM(MCK)5452,779+2,234447,3762,405,1950.15%+1,957,819
HCA HEALTHCARE INC COM(HCA)2,2976,242+3,9451,072,2002,953,9250.19%+1,881,725
FASTLY INC CL A(FSLY)70,86877,944+7,076721,4362,265,0530.14%+1,543,617
VALERO ENERGY CORP COM(VLO)17,48817,700+2122,846,8004,373,4320.28%+1,526,632
FIDELITY ENHANCED INTERNATIONAL ETF
ENHANCED INTL
34,54573,412+38,8671,263,6562,730,9390.17%+1,467,283
FIDELITY HEDGED EQUITY ETF
HEDGED EQTY ETF
130,151186,147+55,9964,022,9695,476,4460.35%+1,453,477
NETFLIX INC. COM(NFLX)38,02951,112+13,0833,565,5994,914,4190.31%+1,348,820
CHEVRON CORPORATION COM(CVX)27,37826,565-8134,172,6225,496,3120.35%+1,323,690
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
37,19042,841+5,6514,522,6275,814,3870.37%+1,291,760
ISHARES MSCI USA EQUAL WEIGHTED ETF49,51162,653+13,1425,117,9856,376,2080.40%+1,258,223
JOHNSON & JOHNSON COM(JNJ)40,87639,269-1,6078,459,2159,598,8780.61%+1,139,663
CAMDEN PPTY TR SH BEN INT(CPT)62312,161+11,53868,5471,187,6490.07%+1,119,102
ELEVANCE HEALTH INC FORMERLY A COM(ELV)93,817+3,8083,1551,117,3560.07%+1,114,201
ENTERPRISE PRODS PARTNERS L P COM(EPD)227,327221,971-5,3567,288,1058,399,3990.53%+1,111,294
ISHARES GOLD TRUST(IAU)262,168253,669-8,49921,280,17722,363,4591.41%+1,083,282
MERCK & CO INC COM(MRK)76,71676,019-6978,075,1779,144,2990.58%+1,069,122
ASTRAZENECA PLC ORD(AZN)05,357+5,35701,056,4120.07%+1,056,412
GE VERNOVA INC COM(GEV)2,5223,052+5301,648,3332,664,1450.17%+1,015,812
UNITEDHEALTH GROUP INC COM(UNH)1,4165,429+4,013467,4581,468,9720.09%+1,001,514
ISHARES U.S. UTILITIES ETF7,39515,521+8,126801,3401,802,1210.11%+1,000,781
ISHARES SEMICONDUCTOR ETF5,3497,705+2,3561,610,9322,532,4280.16%+921,496
COMFORT SYS USA INC COM(FIX)1,7981,862+641,677,8062,567,6960.16%+889,890
COSTCO WHOLESALE CORPORATION COM(COST)5,6095,714+1054,836,8635,693,7360.36%+856,873
DELL TECHNOLOGIES INC CL C(DELL)22,34022,341+12,812,1023,666,8490.23%+854,747
DOW HLDGS INC COM(DOW)44,25344,810+5571,034,6461,866,3290.12%+831,683
INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF46,64050,485+3,8452,297,3123,089,0680.20%+791,756
CRESCENT ENERGY COMPANY CL A COM(CRGY)150,343151,416+1,0731,261,3792,044,1170.13%+782,738
ENERGY TRANSFER L P COM UT LTD PTN(ET)201,676211,975+10,2993,325,6424,091,1230.26%+765,481
ALTRIA GROUP INC COM(MO)80,34581,802+1,4574,632,7115,398,1280.34%+765,417
CONOCOPHILLIPS COM(COP)11,65614,056+2,4001,091,1051,855,3870.12%+764,282
ARES CAPITAL CORP COM(ARCC)166,630228,982+62,3523,370,9174,126,2500.26%+755,333
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
US EQTY BUFR FEB
015,226+15,2260726,3150.05%+726,315
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
VIRTUS INFRCAP
20,48856,816+36,328441,5161,156,7800.07%+715,264
MARATHON PETE CORP COM(MPC)9,2239,053-1701,499,8942,210,4510.14%+710,557
FIDELITY HIGH DIVIDEND ETF32,07145,741+13,6701,818,1312,526,7190.16%+708,588
CASEYS GEN STORES INC COM(CASY)1,8422,298+4561,018,1951,672,3140.11%+654,119
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY
INNOV PRM INC 20
28,64256,582+27,940705,6021,356,6760.09%+651,074
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
US EQTY PWR BUF
5,00020,563+15,563203,594824,5760.05%+620,982
LUCID DIAGNOSTICS INC COM383,999900,013+516,014418,5591,035,0150.07%+616,456
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN(PAA)33,56954,597+21,028602,8941,219,1510.08%+616,257
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
S&P 500 PREMIUM
34,68748,815+14,1281,831,4952,442,7000.15%+611,205
SCHWAB U.S. MID-CAP ETF285,807296,948+11,1418,594,2119,193,5250.58%+599,314
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
28,80946,708+17,899986,9961,577,3290.10%+590,333
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
30,80135,816+5,0153,526,6614,115,5860.26%+588,925
SABLE OFFSHORE CORP COM SHS67,00072,000+5,000604,3401,189,4400.08%+585,100
PALO ALTO NETWORKS INC COM(PANW)5,0339,364+4,331927,0791,501,2360.09%+574,157
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
NO AMER ENERGY
11,13222,775+11,643421,573994,3780.06%+572,805
COCA COLA CO COM(KO)106,907105,646-1,2617,473,8748,034,3840.51%+560,510
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF13,03519,260+6,225654,3571,212,2240.08%+557,867
THRIVENT SMALL-MID CAP EQUITY ETF
SMAL MID CAP ETF
18,92032,236+13,316787,7841,340,3730.08%+552,589
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
12,01314,529+2,5161,838,1782,376,6570.15%+538,479
SCHWAB U.S. SMALL-CAP ETF317,891329,819+11,9289,053,5309,591,1300.61%+537,600
KINDER MORGAN INC DEL COM(KMI)81,52182,535+1,0142,241,0232,767,3820.17%+526,359
COUNTERPOINT QUANTITATIVE EQUITY ETF
COUN QUA EQU ETF
13,66025,682+12,022547,7791,073,2590.07%+525,480
FIDELITY MSCI ENERGY INDEX ETF58,12457,501-6231,439,7221,956,1700.12%+516,448
TE CONNECTIVITY PLC ORD SHS(TEL)1,1013,570+2,469250,489746,2010.05%+495,712
UNITED STATES OIL FUND LP(USO)1003,938+3,8386,916501,1100.03%+494,194
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
US EQTY BUFR JAN
09,014+9,0140480,7170.03%+480,717
WALMART INC COM(WMT)57,09355,023-2,0706,360,7466,838,2540.43%+477,508
ISHARES U.S. CONSUMER STAPLES ETF06,810+6,8100476,8790.03%+476,879
HIMS & HERS HEALTH INC COM CL A(HIMS)42523,565+23,14013,800489,2090.03%+475,409
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
US EQTY PWR BUF
39010,649+10,25918,338491,2380.03%+472,900
CATERPILLAR INC COM(CAT)3,6023,580-222,063,3652,535,9500.16%+472,585
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)8,7039,183+4802,644,8573,103,3380.20%+458,481
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
FT VEST S&P 500
30,60440,243+9,6391,504,1711,960,2440.12%+456,073
CAPITAL GROUP CORE BOND ETF
CORE BOND ETF
32,78150,146+17,365869,3581,316,8350.08%+447,477
LOCKHEED MARTIN CORP COM(LMT)3,5003,524+241,692,7612,130,0420.13%+437,281
VANECK RARE EARTH AND STRATEGIC METALS ETF
RARE EAR STR ETF
3405,075+4,73525,133446,6000.03%+421,467
ISHARES MSCI EMERGING MARKETS ETF42,75048,575+5,8252,338,8462,758,5630.17%+419,717
L3HARRIS TECHNOLOGIES INC COM(LHX)4,4014,943+5421,291,9581,706,1020.11%+414,144
ISHARES U.S. TELECOMMUNICATIONS ETF53210,914+10,38218,038429,1280.03%+411,090
CORNING INC COM(GLW)10,1489,553-595888,5591,298,9210.08%+410,362
FIDELITY SUSTAINABLE HIGH YIELD ETF30,38639,271+8,8851,471,9051,881,0840.12%+409,179
CARDINAL HEALTH INC COM(CAH)9872,887+1,900202,818610,0650.04%+407,247
FIDELITY DIVIDEND ETF FOR RISING RATES5,47412,501+7,027334,051735,1280.05%+401,077
ISHARES U.S. INFRASTRUCTURE ETF
US INFRASTRUC
22,40227,461+5,0591,178,8151,570,7820.10%+391,967
ARM HOLDINGS PLC SPONSORED ADS4,4955,805+1,310491,348878,1800.06%+386,832
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
10,38713,639+3,252464,421835,5260.05%+371,105
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
24,05325,916+1,8634,607,6064,973,7730.31%+366,167
FIDELITY BLUE CHIP VALUE ETF6,76416,471+9,707241,289592,6410.04%+351,352
FIDELITY MSCI REAL ESTATE INDEX ETF17,04229,789+12,747458,254801,6130.05%+343,359
ARBOR REALTY TRUST INC COM183,764228,930+45,1661,426,0061,765,0470.11%+339,041
ONEOK INC NEW COM(OKE)14,35415,311+9571,055,0161,383,9310.09%+328,915
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF60,55661,377+8211,967,4802,291,5210.14%+324,041
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
457,687467,920+10,23315,337,09815,658,9500.99%+321,852
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
06,288+6,2880304,7160.02%+304,716
STATE STREET SPDR S&P DIVIDEND ETF
ST STR SP DIV
39,60739,851+2445,511,6525,815,7950.37%+304,143
FIDELITY AAA CLO ETF06,070+6,0700303,0240.02%+303,024
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
42,88840,796-2,0924,216,7614,519,4070.29%+302,646
BROWN & BROWN INC COM(BRO)9,23215,880+6,648735,7901,035,5350.07%+299,745
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