Fund HoldingsSunbelt Securities, Inc.

Total Portfolio Value
$722.60M
Total Bought
$70.62M
Total Sold
$34.24M
Net Transaction
+$36.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP COM71,659114,634+42,9757,68513,4791.87%+5,793
PROCTER AND GAMBLE CO COM(PG)21,08352,915+31,8323,1997,7181.07%+4,519
MERCK & CO INC COM(MRK)16,20152,499+36,2981,8695,4050.75%+3,535
ABBVIE INC COM(ABBV)41,18951,466+10,2775,5497,6711.06%+2,122
VERIZON COMMUNICATIONS INC COM(VZ)60,737119,957+59,2202,2593,8880.54%+1,629
3M CO COM(MMM)031,222+31,22202,9230.40%+2,923
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
72,885122,393+49,5081,8723,0730.43%+1,202
SCHWAB U.S. LARGE-CAP GROWTH ETF148,082168,257+20,17511,09912,2361.69%+1,137
RINGCENTRAL INC CL A(RNG)036,810+36,81001,0910.15%+1,091
GAMING & LEISURE PPTYS INC COM(GLPI)028,103+28,10301,2800.18%+1,280
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
011,058+11,05801,8130.25%+1,813
INTERNATIONAL BUSINESS MACHS COM(IBM)09,289+9,28901,3030.18%+1,303
FIDELITY MSCI ENERGY INDEX ETF076,686+76,68601,9100.26%+1,910
BERKSHIRE HATHAWAY INC DEL CL B NEW6,9839,299+2,3162,3813,2580.45%+876
ALPHABET INC CAP STK CL A(GOOG)56,21257,615+1,4036,7297,5391.04%+811
MARATHON PETE CORP COM(MPC)15,54917,180+1,6311,8132,6000.36%+787
AT&T INC COM(T)120,070179,541+59,4711,9152,6970.37%+782
AURINIA PHARMACEUTICALS INC COM(AUPH)0196,090+196,09001,5240.21%+1,524
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
030,824+30,82407550.10%+755
ALPHABET INC CAP STK CL C(GOOG)32,80035,808+3,0083,9684,7210.65%+753
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JULY
FT VEST US EQT
023,571+23,57108010.11%+801
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
US EQUT BUFR AUG
026,076+26,07608610.12%+861
SCHWAB U.S. LARGE-CAP VALUE ETF83,73196,147+12,4165,6176,1980.86%+580
FT CBOE VEST US EQUITY MODERATE BUFFER ETF - JULY
FT VEST US EQT
018,680+18,68005590.08%+559
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
012,076+12,07606060.08%+606
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
011,091+11,09105490.08%+549
SCHWAB CHARLES CORP COM(SCHW)010,655+10,65505850.08%+585
VALERO ENERGY CORP COM(VLO)29,21227,756-1,4563,4273,9330.54%+507
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
011,403+11,40305040.07%+504
CONOCOPHILLIPS COM(COP)28,01528,380+3652,9033,4000.47%+497
STARWOOD PPTY TR INC COM(STWD)062,690+62,69001,2130.17%+1,213
TESLA INC COM(TSLA)14,08516,715+2,6303,6874,1820.58%+495
ISHARES U.S. TECHNOLOGY ETF018,098+18,09801,8990.26%+1,899
ISHARES MSCI INDIA SMALL CAP ETF
MSCI INDIA SM CP
07,068+7,06804460.06%+446
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2025
EQUITY DEF PROTN
016,750+16,75004090.06%+409
ENCORE WIRE CORP COM88,95992,846+3,88716,54016,9412.34%+401
DELTA AIR LINES INC DEL COM NEW(DAL)013,639+13,63905050.07%+505
ISHARES RUSSELL TOP 200 GROWTH ETF02,563+2,56303940.05%+394
DISNEY WALT CO COM(DIS)017,517+17,51701,4200.20%+1,420
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
285,053299,633+14,5807,9508,3301.15%+380
DOUGLAS EMMETT INC COM(DEI)029,550+29,55003770.05%+377
ISHARES JPX-NIKKEI 400 ETF05,877+5,87703760.05%+376
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
025,230+25,23001,3510.19%+1,351
INNOVATOR GROWTH ACCELERATED PLUS ETF - JULY
GRWT ACLRTD PLUS
027,468+27,46806790.09%+679
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
06,947+6,94703520.05%+352
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF06,464+6,46406300.09%+630
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
012,288+12,28801,1280.16%+1,128
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF010,195+10,19501,0400.14%+1,040
PROSHARES ULTRAPRO SHORT QQQ017,044+17,04403480.05%+348
CATERPILLAR INC COM(CAT)03,708+3,70801,0120.14%+1,012
KENVUE INC COM(KVUE)016,771+16,77103370.05%+337
ISHARES RUSSELL MIDCAP ETF013,878+13,87809610.13%+961
ENERGY TRANSFER L P COM UT LTD PTN(ET)188,007193,662+5,6552,3882,7170.38%+329
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
012,634+12,63407580.10%+758
ISHARES MSCI JAPAN VALUE ETF
MSCI JP VALUE
010,746+10,74603070.04%+307
ISHARES CORE S&P US VALUE ETF020,486+20,48601,5290.21%+1,529
ISHARES U.S. CONSUMER DISCRETIONARY ETF014,314+14,31409580.13%+958
ISHARES PREFERRED & INCOME SECURITIES ETF019,129+19,12905770.08%+577
ISHARES S&P 500 GROWTH ETF180,983190,598+9,61512,75613,0411.80%+285
BLACKSTONE INC COM(BX)06,564+6,56407030.10%+703
MARKEL GROUP INC COM(MKL)0196+19602890.04%+289
PIONEER NAT RES CO COM07,711+7,71101,7700.24%+1,770
SCHWAB U.S. SMALL-CAP ETF108,576121,368+12,7924,7565,0270.70%+271
NVIDIA CORPORATION COM(NVDA)24,43124,382-4910,33510,6061.47%+271
AMGEN INC COM(AMGN)05,768+5,76801,5500.21%+1,550
FIDELITY MSCI HEALTH CARE INDEX ETF021,613+21,61301,3090.18%+1,309
ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF
MSCI ACWI EXUS
019,161+19,16105300.07%+530
META PLATFORMS INC CL A(META)10,64311,021+3783,0543,3090.46%+254
INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY
US EQT ALRTD PLS
032,356+32,35608650.12%+865
ISHARES MSCI UAE ETF
MSCI UAE ETF
015,309+15,30902340.03%+234
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF91,18881,855-9,3331,8362,0650.29%+229
ISHARES U.S. HOME CONSTRUCTION ETF03,878+3,87803040.04%+304
VERTEX PHARMACEUTICALS INC COM(VRTX)01,198+1,19804170.06%+417
ISHARES U.S. INDUSTRIALS ETF03,139+3,13903170.04%+317
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
05,858+5,85802510.03%+251
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
012,328+12,32806140.09%+614
CRESCENT ENERGY COMPANY CL A COM(CRGY)166,127153,303-12,8241,7311,9380.27%+207
BOOKING HOLDINGS INC COM(BKNG)0440+44001,3570.19%+1,357
HOME BANCSHARES INC COM(HOMB)010,300+10,30002160.03%+216
SPDR BLOOMBERG HIGH YIELD BOND ETF
ST BLOO HIGH ETF
02,573+2,57302330.03%+233
ADOBE INC COM(ADBE)7,8177,886+693,8224,0210.56%+198
INTUIT COM(INTU)03,391+3,39101,7330.24%+1,733
ACTIVISION BLIZZARD INC COM013,698+13,69801,2830.18%+1,283
DOMINOS PIZZA INC COM(DPZ)01,454+1,45405510.08%+551
INNOVATOR GROWTH ACCELERATED PLUS ETF - APRIL
GROWTH ACCELE
014,628+14,62804370.06%+437
JPMORGAN CHASE & CO COM(JPM)27,79829,143+1,3454,0434,2260.58%+183
PROSHARES ULTRASHORT S&P500010,020+10,02003720.05%+372
GLOBAL NET LEASE INC COM NEW(GNL)018,463+18,46301770.02%+177
SNOWFLAKE INC CL A(SNOW)02,046+2,04603130.04%+313
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
06,464+6,46401710.02%+171
CAPITAL GROUP CORE BALANCED ETF
SHS
06,764+6,76401690.02%+169
GLOBAL X U.S. PREFERRED ETF
US PFD ETF
016,825+16,82503160.04%+316
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
016,701+16,70107300.10%+730
ROUNDHILL SPORTS BETTING & IGAMING ETF
ROUN SPOR BE ETF
010,576+10,57601680.02%+168
ENTERPRISE PRODS PARTNERS L P COM(EPD)156,037156,290+2534,1124,2780.59%+166
ISHARES U.S. HEALTHCARE ETF02,777+2,77707500.10%+750
MEDICAL PPTYS TRUST INC COM(MPT)0241,097+241,09701,3140.18%+1,314
CAPITAL GROUP MUNICIPAL INCOME ETF
MUN INM ETF
06,358+6,35801630.02%+163
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
02,762+2,76202090.03%+209
BLACKROCK ENHANCD CAP & INM FD COM(CII)077,927+77,92701,4530.20%+1,453
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