Fund Holdings

Sunbelt Securities, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
EXXON MOBIL CORP COM01,351,473+1,351,4730229,290,875+229,290,875
SANDISK CORP COM019,546+19,546012,418,356+12,418,356
MICRON TECHNOLOGY INC COM022,493+22,49307,599,056+7,599,056
BLUEROCK PVT REAL ESTATE FD COM1,024,7191,186,168+161,44915,370,78519,702,255+4,331,470
SCHWAB U.S. LARGE-CAP VALUE ETF0510,572+510,572015,572,460+15,572,460
ISHARES CORE S&P SMALL CAP ETF58,83680,619+21,7837,070,96610,021,714+2,950,748
FIDELITY EMERGING MARKETS MULTIFACTOR ETF0198,066+198,06606,254,926+6,254,926
TALEN ENERGY CORP COM07,187+7,18702,294,306+2,294,306
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF0172,363+172,36305,827,591+5,827,591
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF430,923516,085+85,16211,902,09114,053,006+2,150,915
MCKESSON CORP COM02,779+2,77902,405,195+2,405,195
HCA HEALTHCARE INC COM06,242+6,24202,953,925+2,953,925
FASTLY INC CL A077,944+77,94402,265,053+2,265,053
VALERO ENERGY CORP COM017,700+17,70004,373,432+4,373,432
FIDELITY ENHANCED INTERNATIONAL ETF073,412+73,41202,730,939+2,730,939
FIDELITY HEDGED EQUITY ETF0186,147+186,14705,476,446+5,476,446
NETFLIX INC. COM051,112+51,11204,914,419+4,914,419
CHEVRON CORPORATION COM27,37826,565-8134,172,6225,496,312+1,323,690
ISHARES CORE HIGH DIVIDEND ETF37,19042,841+5,6514,522,6275,814,387+1,291,760
ISHARES MSCI USA EQUAL WEIGHTED ETF062,653+62,65306,376,208+6,376,208
JOHNSON & JOHNSON COM039,269+39,26909,598,878+9,598,878
CAMDEN PPTY TR SH BEN INT62312,161+11,53868,5471,187,649+1,119,102
ELEVANCE HEALTH INC FORMERLY A COM03,817+3,81701,117,356+1,117,356
ENTERPRISE PRODS PARTNERS L P COM0221,971+221,97108,399,399+8,399,399
ISHARES GOLD TRUST262,168253,669-8,49921,280,17722,363,459+1,083,282
MERCK & CO INC COM076,019+76,01909,144,299+9,144,299
ASTRAZENECA PLC ORD05,357+5,35701,056,412+1,056,412
GE VERNOVA INC COM03,052+3,05202,664,145+2,664,145
UNITEDHEALTH GROUP INC COM05,429+5,42901,468,972+1,468,972
ISHARES U.S. UTILITIES ETF015,521+15,52101,802,121+1,802,121
ISHARES SEMICONDUCTOR ETF07,705+7,70502,532,428+2,532,428
COMFORT SYS USA INC COM1,7981,862+641,677,8062,567,696+889,890
COSTCO WHOLESALE CORPORATION COM5,6095,714+1054,836,8635,693,736+856,873
DELL TECHNOLOGIES INC CL C22,34022,341+12,812,1023,666,849+854,747
DOW HLDGS INC COM44,25344,810+5571,034,6461,866,329+831,683
INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF050,485+50,48503,089,068+3,089,068
CRESCENT ENERGY COMPANY CL A COM150,343151,416+1,0731,261,3792,044,117+782,738
ENERGY TRANSFER L P COM UT LTD PTN0211,975+211,97504,091,123+4,091,123
ALTRIA GROUP INC COM80,34581,802+1,4574,632,7115,398,128+765,417
CONOCOPHILLIPS COM11,65614,056+2,4001,091,1051,855,387+764,282
ARES CAPITAL CORP COM166,630228,982+62,3523,370,9174,126,250+755,333
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY015,226+15,2260726,315+726,315
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF056,816+56,81601,156,780+1,156,780
MARATHON PETE CORP COM09,053+9,05302,210,451+2,210,451
FIDELITY HIGH DIVIDEND ETF045,741+45,74102,526,719+2,526,719
CASEYS GEN STORES INC COM1,8422,298+4561,018,1951,672,314+654,119
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY056,582+56,58201,356,676+1,356,676
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY020,563+20,5630824,576+824,576
LUCID DIAGNOSTICS INC COM0900,013+900,01301,035,015+1,035,015
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN054,597+54,59701,219,151+1,219,151
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF048,815+48,81502,442,700+2,442,700
SCHWAB U.S. MID-CAP ETF0296,948+296,94809,193,525+9,193,525
FT VEST LADDERED BUFFER ETF046,708+46,70801,577,329+1,577,329
INVESCO S&P 500 REVENUE ETF30,80135,816+5,0153,526,6614,115,586+588,925
SABLE OFFSHORE CORP COM SHS072,000+72,00001,189,440+1,189,440
PALO ALTO NETWORKS INC COM09,364+9,36401,501,236+1,501,236
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND022,775+22,7750994,378+994,378
COCA COLA CO COM106,907105,646-1,2617,473,8748,034,384+560,510
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF019,260+19,26001,212,224+1,212,224
THRIVENT SMALL-MID CAP EQUITY ETF032,236+32,23601,340,373+1,340,373
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX014,529+14,52902,376,657+2,376,657
SCHWAB U.S. SMALL-CAP ETF0329,819+329,81909,591,130+9,591,130
KINDER MORGAN INC DEL COM082,535+82,53502,767,382+2,767,382
COUNTERPOINT QUANTITATIVE EQUITY ETF13,66025,682+12,022547,7791,073,259+525,480
FIDELITY MSCI ENERGY INDEX ETF057,501+57,50101,956,170+1,956,170
UNITED STATES OIL FUND LP03,938+3,9380501,110+501,110
TE CONNECTIVITY PLC ORD SHS03,570+3,5700746,201+746,201
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY010,649+10,6490491,238+491,238
HIMS & HERS HEALTH INC COM CL A023,565+23,5650489,209+489,209
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY09,014+9,0140480,717+480,717
WALMART INC COM055,023+55,02306,838,254+6,838,254
ISHARES U.S. CONSUMER STAPLES ETF06,810+6,8100476,879+476,879
CATERPILLAR INC COM3,6023,580-222,063,3652,535,950+472,585
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS09,183+9,18303,103,338+3,103,338
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF040,243+40,24301,960,244+1,960,244
CAPITAL GROUP CORE BOND ETF32,78150,146+17,365869,3581,316,835+447,477
VANECK RARE EARTH AND STRATEGIC METALS ETF05,075+5,0750446,600+446,600
LOCKHEED MARTIN CORP COM03,524+3,52402,130,042+2,130,042
ISHARES U.S. TELECOMMUNICATIONS ETF010,914+10,9140429,128+429,128
ISHARES MSCI EMERGING MARKETS ETF048,575+48,57502,758,563+2,758,563
L3HARRIS TECHNOLOGIES INC COM04,943+4,94301,706,102+1,706,102
CORNING INC COM10,1489,553-595888,5591,298,921+410,362
FIDELITY SUSTAINABLE HIGH YIELD ETF039,271+39,27101,881,084+1,881,084
CARDINAL HEALTH INC COM9872,887+1,900202,818610,065+407,247
FIDELITY DIVIDEND ETF FOR RISING RATES012,501+12,5010735,128+735,128
ISHARES U.S. INFRASTRUCTURE ETF027,461+27,46101,570,782+1,570,782
ARM HOLDINGS PLC SPONSORED ADS4,4955,805+1,310491,348878,180+386,832
STATE STREET ENERGY SELECT SECTOR SPDR ETF013,639+13,6390835,526+835,526
INVESCO S&P 500 EQUAL WEIGHT ETF24,05325,916+1,8634,607,6064,973,773+366,167
FIDELITY BLUE CHIP VALUE ETF016,471+16,4710592,641+592,641
FIDELITY MSCI REAL ESTATE INDEX ETF029,789+29,7890801,613+801,613
ARBOR REALTY TRUST INC COM183,764228,930+45,1661,426,0061,765,047+339,041
ONEOK INC NEW COM015,311+15,31101,383,931+1,383,931
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF60,55661,377+8211,967,4802,291,521+324,041
INNOVATOR DEFINED WEALTH SHIELD ETF0467,920+467,920015,658,950+15,658,950
DIMENSIONAL US MARKETWIDE VALUE ETF06,288+6,2880304,716+304,716
STATE STREET SPDR S&P DIVIDEND ETF039,851+39,85105,815,795+5,815,795
FIDELITY AAA CLO ETF06,070+6,0700303,024+303,024
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF040,796+40,79604,519,407+4,519,407
BROWN & BROWN INC COM9,23215,880+6,648735,7901,035,535+299,745
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