Fund HoldingsSunbelt Securities, Inc.

Total Portfolio Value
$1.14B
Total Bought
$218.79M
Total Sold
$95.13M
Net Transaction
+$123.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
EXXON MOBIL CORP COM150,755804,878+654,12317,67285,1247.50%+67,452
MICROSOFT CORP COM(MSFT)070,409+70,409029,9122.64%+29,912
TESLA INC COM(TSLA)20,68835,218+14,5305,41314,7001.30%+9,288
NVIDIA CORPORATION COM(NVDA)0350,836+350,836048,2364.25%+48,236
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
0235,772+235,77206,4390.57%+6,439
INVESCO QQQ TRUST SERIES I025,547+25,547013,1721.16%+13,172
PALANTIR TECHNOLOGIES INC CL A(PLTR)062,951+62,95104,8590.43%+4,859
COCA COLA CO COM(KO)087,014+87,01405,3970.48%+5,397
BROADCOM INC COM(AVGO)72,83173,016+18512,56317,2011.52%+4,638
FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
FT VEST U.S EQT
0106,344+106,34403,7350.33%+3,735
SPDR S&P DIVIDEND ETF
ST STR SP DIV
038,346+38,34605,0490.44%+5,049
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
GSCI CMDTY STGY
0133,848+133,84803,3650.30%+3,365
AMAZON COM INC COM(AMZN)91,57191,323-24817,06220,2101.78%+3,147
APPLE INC COM(AAPL)115,493118,301+2,80826,91029,8352.63%+2,926
PROCTER AND GAMBLE CO COM(PG)49,45168,397+18,9468,56511,4281.01%+2,863
ARISTA NETWORKS INC COM SHS(ANET)020,650+20,65002,3010.20%+2,301
PHILIP MORRIS INTL INC COM(PM)021,656+21,65602,5990.23%+2,599
MERCK & CO INC COM(MRK)078,763+78,76307,7480.68%+7,748
FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER
FT VEST U.S EQT
17,75769,148+51,3916142,4320.21%+1,818
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
63,81995,932+32,1134,9816,7460.59%+1,765
YIELDMAX NVDA OPTION INCOME STRATEGY ETF
YIELDMAX NVDA
177,744253,374+75,6304,2596,0200.53%+1,761
SCHWAB US DIVIDEND EQUITY ETF119,920428,403+308,48310,13711,6651.03%+1,529
ISHARES MSCI USA EQUAL WEIGHTED ETF37,59053,503+15,9133,5995,0990.45%+1,500
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
382,485421,744+39,25911,79213,2511.17%+1,459
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
05,393+5,39303,3850.30%+3,385
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
059,000+59,00006,5020.57%+6,502
BLACKSTONE INC COM(BX)013,485+13,48502,3200.20%+2,320
SUNNOVA ENERGY INTL INC. COM0354,000+354,00001,2110.11%+1,211
JPMORGAN CHASE & CO. COM(JPM)029,349+29,34907,0240.62%+7,024
ALPHABET INC CAP STK CL A(GOOG)049,367+49,36709,4410.83%+9,441
INNOVATOR BUFFER STEP-UP STRATEGY ETF
BUFF STEP UP ETF
0227,572+227,57207,6000.67%+7,600
FIDELITY NASDAQ COMPOSITE INDEX ETF082,713+82,71306,3450.56%+6,345
ALTRIA GROUP INC COM(MO)66,37884,826+18,4483,3884,4180.39%+1,030
ALPHABET INC CAP STK CL C(GOOG)035,481+35,48106,8370.60%+6,837
ISHARES S&P 500 GROWTH ETF183,514180,826-2,68817,57218,5201.63%+949
ISHARES S&P 500 VALUE ETF41,44847,756+6,3088,1729,1040.80%+931
ISHARES RUSSELL 1000 VALUE ETF06,401+6,40101,1820.10%+1,182
STELLAR BANCORP INC COM034,501+34,50109780.09%+978
INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF
POWER BUFFER SET
0261,308+261,30808,3910.74%+8,391
INNOVATOR NASDAQ-100 MANAGED FLOOR ETF
NASDAQ 100
027,103+27,10308000.07%+800
FIDELITY MOMENTUM FACTOR ETF011,089+11,08907780.07%+778
INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF063,147+63,14702,6080.23%+2,608
META PLATFORMS INC CL A(META)13,57014,218+6487,7688,4060.74%+638
NETFLIX INC COM(NFLX)03,620+3,62003,2600.29%+3,260
ISHARES FLEXIBLE INCOME ACTIVE ETF019,817+19,81701,0310.09%+1,031
ISHARES MSCI CANADA ETF014,034+14,03405630.05%+563
KINDER MORGAN INC DEL COM(KMI)092,922+92,92202,5420.22%+2,542
BANK NEW YORK MELLON CORP COM07,454+7,45405750.05%+575
GE AEROSPACE COM NEW(GE)04,516+4,51607590.07%+759
WALMART INC COM(WMT)40,07741,550+1,4733,2363,7630.33%+527
COSTCO WHSL CORP NEW COM(COST)6,6756,957+2825,9176,4160.57%+499
INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF
DORSEY WRGT FINL
08,477+8,47704810.04%+481
FIDELITY MSCI INDUSTRIAL INDEX ETF022,244+22,24401,5650.14%+1,565
MICRON TECHNOLOGY INC COM(MU)07,149+7,14906100.05%+610
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)011,651+11,65109590.08%+959
VERTIV HOLDINGS CO COM CL A(VRT)015,533+15,53301,8040.16%+1,804
FIDELITY HEDGED EQUITY ETF
HEDGED EQTY ETF
016,078+16,07804440.04%+444
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER
FT VEST INT EQ M
020,030+20,03004360.04%+436
ISHARES U.S. REGIONAL BANKS ETF08,143+8,14304100.04%+410
INTERNATIONAL BUSINESS MACHS COM(IBM)11,04812,921+1,8732,4432,8460.25%+403
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF08,299+8,29907330.06%+733
FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST
VEST NASDAQ-100
019,750+19,75004140.04%+414
FIDELITY ENHANCED HIGH YIELD ETF012,997+12,99706270.06%+627
ISHARES U.S. CONSUMER STAPLES ETF06,272+6,27204100.04%+410
GE VERNOVA INC COM(GEV)01,312+1,31204330.04%+433
FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER
FT VEST US EQT
015,462+15,46205260.05%+526
ISHARES MSCI UAE ETF
MSCI UAE ETF
022,343+22,34303670.03%+367
FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER
FT VEST NAS
018,405+18,40505120.05%+512
FIDELITY MSCI ENERGY INDEX ETF90,341107,370+17,0292,1752,5300.22%+354
THRIVENT SMALL-MID CAP ESG ETF
SMAL MID CAP ETF
010,638+10,63803900.03%+390
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
013,476+13,47607950.07%+795
ARCH CAP GROUP LTD ORD
ORD
011,901+11,90101,0940.10%+1,094
D R HORTON INC COM(DHI)06,885+6,88509610.08%+961
ISHARES EXPANDED TECH SECTOR ETF05,056+5,05605210.05%+521
MOTOROLA SOLUTIONS INC COM NEW(MSI)0675+67503130.03%+313
YIELDMAX TSLA OPTION INCOME STRATEGY ETF205,340219,734+14,3942,9303,2370.29%+306
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
013,817+13,81703030.03%+303
WELLS FARGO CO NEW COM(WFC)023,415+23,41501,6490.15%+1,649
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)052,846+52,84601,7480.15%+1,748
MONROE CAP CORP COM047,118+47,11803900.03%+390
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF
S&P500 EQL FIN
017,324+17,32401,2540.11%+1,254
CAPITAL GROUP CORE BOND ETF
CORE BOND ETF
010,927+10,92702820.02%+282
CISCO SYS INC COM(CSCO)040,056+40,05602,3710.21%+2,371
ISHARES S&P SMALL-CAP 600 GROWTH ETF036,020+36,02004,8840.43%+4,884
FIDELITY EMERGING MARKETS MULTIFACTOR ETF099,250+99,25002,5170.22%+2,517
MARVELL TECHNOLOGY INC COM(MRVL)04,131+4,13104610.04%+461
SHOPIFY INC CL A(SHOP)013,287+13,28701,4180.12%+1,418
ISHARES CORE S&P MID-CAP ETF027,703+27,70301,7220.15%+1,722
GLOBAL X NASDAQ 100 COVERED CALL ETF
NASDAQ 100 COVER
036,232+36,23206630.06%+663
ISHARES U.S. PHARMACEUTICALS ETF03,702+3,70202420.02%+242
AMGEN INC COM(AMGN)06,723+6,72301,7430.15%+1,743
FIDELITY MSCI FINANCIALS INDEX ETF010,803+10,80307410.07%+741
ISHARES CORE S&P US VALUE ETF47,78951,838+4,0494,5634,7960.42%+232
CHUBB LIMITED COM
COM
0955+95502630.02%+263
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
023,572+23,57201,0660.09%+1,066
SNOWFLAKE INC CL A(SNOW)05,547+5,54708600.08%+860
SERVICENOW INC COM(NOW)02,742+2,74202,9280.26%+2,928
ISHARES GLOBAL TIMBER & FORESTRY ETF02,913+2,91302220.02%+222
INVESCO S&P MIDCAP QUALITY ETF
S&P MDCP QUALITY
02,226+2,22602200.02%+220
GILEAD SCIENCES INC COM(GILD)016,680+16,68001,5350.14%+1,535
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