Fund HoldingsSunbelt Securities, Inc.

Total Portfolio Value
$1.50B
Total Bought
$122.07M
Total Sold
$75.90M
Net Transaction
+$46.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BLUEROCK PVT REAL ESTATE FD COM(BPRE)01,024,719+1,024,719015,3711.03%+15,371
EXXON MOBIL CORP COM1,349,8191,368,228+18,409152,192164,65310.98%+12,460
SCHWAB U.S. LARGE-CAP VALUE ETF215,086408,347+193,2616,26112,0910.81%+5,830
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
308,311430,923+122,6128,55611,9020.79%+3,346
ALPHABET INC CAP STK CL C(GOOG)42,58641,971-61510,37213,1710.88%+2,799
PARSONS CORP DEL COM(PSN)037,060+37,06002,2900.15%+2,290
APPLE INC COM(AAPL)124,816125,257+44131,78234,0522.27%+2,271
AKRE FOCUS ETF
AKRE FOCUS ETF
033,983+33,98302,2260.15%+2,226
ALPHABET INC CAP STK CL A(GOOG)038,175+38,175011,9490.80%+11,949
KENSINGTON CREDIT OPPORTUNITIES ETF
KENS CR OPPO ETF
079,149+79,14901,9810.13%+1,981
PALANTIR TECHNOLOGIES INC CL A(PLTR)81,85793,772+11,91514,93216,6681.11%+1,736
MERCK & CO INC COM(MRK)076,716+76,71608,0750.54%+8,075
ISHARES SILVER TRUST(SLV)040,563+40,56302,6130.17%+2,613
YIELDMAX TSLA OPTION INCOME STRATEGY ETF
YIELD TSLA ETF
039,057+39,05701,4660.10%+1,466
AMAZON COM INC COM(AMZN)087,180+87,180020,1231.34%+20,123
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
0457,687+457,687015,3371.02%+15,337
FIDELITY ENHANCED INTERNATIONAL ETF
ENHANCED INTL
034,545+34,54501,2640.08%+1,264
SCHWAB U.S. LARGE-CAP GROWTH ETF704,287726,980+22,69322,47423,7141.58%+1,240
IREN LIMITED ORDINARY SHARES
ORDINARY SHARES
032,852+32,85201,2410.08%+1,241
INVESCO QQQ TRUST SERIES I36,99938,127+1,12822,21323,4221.56%+1,208
BROADCOM INC COM(AVGO)81,88781,258-62927,01528,1231.88%+1,108
WALMART INC COM(WMT)51,22457,093+5,8695,2796,3610.42%+1,082
FIDELITY ENHANCED LARGE CAP GROWTH ETF
ENHANCED LARGE
040,505+40,50501,6890.11%+1,689
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
S&P 500 PREMIUM
16,61334,687+18,0748681,8310.12%+964
ISHARES CORE S&P 500 ETF029,936+29,936020,5041.37%+20,504
JOHNSON & JOHNSON COM(JNJ)040,876+40,87608,4590.56%+8,459
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
47,71075,365+27,6551,6302,5100.17%+880
INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF
POWER BUFFER SET
341,300360,494+19,19411,87012,7430.85%+872
ARES CAPITAL CORP COM(ARCC)124,473166,630+42,1572,5403,3710.22%+830
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
108,732115,393+6,6619,49310,3230.69%+830
SCHWAB U.S. MID-CAP ETF262,523285,807+23,2847,7818,5940.57%+813
SCHWAB U.S. SMALL-CAP ETF295,425317,891+22,4668,2429,0540.60%+811
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
35,45542,888+7,4333,4284,2170.28%+789
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
028,809+28,80909870.07%+987
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
NASDA 100 ETF
20,96835,060+14,0921,1001,8540.12%+754
MICRON TECHNOLOGY INC COM(MU)07,328+7,32802,0910.14%+2,091
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER
PREMIUM INC 30 B
032,481+32,48107780.05%+778
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
015,261+15,26109280.06%+928
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
25,35330,801+5,4482,8063,5270.24%+721
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
113,597121,677+8,0807,7348,4470.56%+713
ARBOR REALTY TRUST INC COM0183,764+183,76401,4260.10%+1,426
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
32,70444,492+11,7882,4863,1790.21%+693
CAPITAL GROUP CORE BOND ETF
CORE BOND ETF
032,781+32,78108690.06%+869
TESLA INC COM(TSLA)024,053+24,053010,8170.72%+10,817
QNITY ELECTRONICS INC COMMON STOCK(Q)06,548+6,54805350.04%+535
ISHARES MSCI TURKEY ETF015,400+15,40005300.04%+530
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF016,747+16,74701,2270.08%+1,227
FASTLY INC CL A(FSLY)070,868+70,86807210.05%+721
ELI LILLY & CO COM(LLY)01,935+1,93502,0800.14%+2,080
TIMOTHY PLAN US LARGE/MID CAP CORE ETF011,317+11,31705140.03%+514
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)7,6578,703+1,0462,1392,6450.18%+506
FIDELITY NASDAQ COMPOSITE INDEX ETF068,018+68,01806,2170.41%+6,217
ISHARES S&P 500 VALUE ETF048,187+48,187010,2190.68%+10,219
AMGEN INC COM(AMGN)07,546+7,54602,4700.16%+2,470
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
VIRTUS INFRCAP
020,488+20,48804420.03%+442
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF046,640+46,64002,2970.15%+2,297
NUVEEN AA-BBB CLO ETF
NUVEN AA-BBB CLO
017,573+17,57304400.03%+440
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
9,28212,013+2,7311,4021,8380.12%+436
ISHARES U.S. CONSUMER DISCRETIONARY ETF017,766+17,76601,8320.12%+1,832
ISHARES CORE MSCI EUROPE ETF
CORE MSCI EURO
015,530+15,53001,1020.07%+1,102
COMFORT SYS USA INC COM(FIX)1,5711,798+2271,2971,6780.11%+381
ISHARES MSCI USA EQUAL WEIGHTED ETF049,511+49,51105,1180.34%+5,118
PINNACLE FINL PARTNERS INC COM(PNFP)03,819+3,81903640.02%+364
FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER
FT VEST U.S EQT
014,069+14,06905590.04%+559
CYBERARK SOFTWARE LTD SHS01,212+1,21205410.04%+541
ISHARES HEALTH INNOVATION ACTIVE ETF
ISHA HEAL IN ETF
011,612+11,61203520.02%+352
WELLS FARGO & CO COM(WFC)027,996+27,99602,6090.17%+2,609
PENNANTPARK INVT CORP COM0175,787+175,78701,0480.07%+1,048
INNOVATOR NASDAQ-100 POWER BUFFER ETF- OCTOBER
GRWT100 PWR BUF
013,718+13,71807950.05%+795
ISHARES MSCI ISRAEL ETF03,081+3,08103390.02%+339
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)06,831+6,83103320.02%+332
ISHARES FLEXIBLE INCOME ACTIVE ETF014,810+14,81007820.05%+782
COCA COLA CO COM(KO)107,709106,907-8027,1437,4740.50%+331
MARKEL GROUP INC COM(MKL)1,2981,29802,4812,7900.19%+309
CATERPILLAR INC COM(CAT)03,602+3,60202,0630.14%+2,063
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF010,170+10,17001,0390.07%+1,039
ISHARES U.S. REGIONAL BANKS ETF05,460+5,46003010.02%+301
FIDELITY MSCI INDUSTRIAL INDEX ETF019,870+19,87001,6390.11%+1,639
INTERNATIONAL BUSINESS MACHS COM(IBM)14,06114,372+3113,9674,2570.28%+290
NVIDIA CORPORATION COM(NVDA)336,115337,793+1,67862,71262,9984.20%+286
AMERICAN EXPRESS CO COM(AXP)7,0837,119+362,3532,6340.18%+281
ISHARES COPPER AND METALS MINING ETF08,016+8,01603550.02%+355
ISHARES U.S. HEALTHCARE ETF011,916+11,91607760.05%+776
NETEASE INC SPONSORED ADS(NTES)01,967+1,96702710.02%+271
FIRST CTZNS BANCSHARES INC DEL CL A(FCNCA)452500+488091,0730.07%+264
BERKSHIRE HATHAWAY INC DEL CL B NEW20,04020,564+52410,07510,3370.69%+262
ZSCALER INC COM(ZS)03,755+3,75508450.06%+845
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER
US SML CP PWR B
026,482+26,48208920.06%+892
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
FT VEST S&P 500
030,604+30,60401,5040.10%+1,504
ISHARES MICRO-CAP ETF01,559+1,55902460.02%+246
STARWOOD PPTY TR INC COM(STWD)062,528+62,52801,1260.08%+1,126
PROSHARES RUSSELL 2000 HIGH INCOME ETF
RUS 2000 HIG ETF
05,900+5,90002340.02%+234
ISHARES FINTECH ACTIVE ETF
ISHARES FINTECH
011,663+11,66303170.02%+317
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
35,17137,317+2,1462,3662,5920.17%+227
FIDELITY ETHEREUM FUND ETF07,820+7,82002320.02%+232
ENTERPRISE PRODS PARTNERS L P COM(EPD)0227,327+227,32707,2880.49%+7,288
CISCO SYS INC COM(CSCO)039,028+39,02803,0060.20%+3,006
FIRST TRUST WATER ETF
WTR ETF
02,013+2,01302190.01%+219
FIDELITY ENHANCED SMALL CAP ETF
ENHANCED SML CAP
026,859+26,85901,0150.07%+1,015
SCHWAB EMERGING MARKETS EQUITY ETF122,552131,407+8,8554,0904,3040.29%+214
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