| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 39 | Q2 2024 | 9.9% |
| BK OF AMERICA CORP | 39 | Q2 2024 | 14.2% |
| ISHARES TR | 39 | Q2 2024 | 6.3% |
| ISHARES TR | 39 | Q2 2024 | 5.2% |
| WELLS FARGO CO NEW COM | 39 | Q2 2024 | 7.3% |
| EXXON MOBIL CORP COM | 39 | Q2 2024 | 11.0% |
| CITIGROUP INC COM NEW | 39 | Q2 2024 | 4.9% |
| PROCTER & GAMBLE CO | 39 | Q2 2024 | 2.3% |
| CHEVRON CORP NEW COM | 39 | Q2 2024 | 2.3% |
| JPMORGAN CHASE & CO. COM | 39 | Q2 2024 | 1.9% |
View Sunbelt Securities, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-16 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-12-11 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-21 |
| 13F-HR | 2022-10-03 |
| 13F-HR | 2022-05-16 |
View Sunbelt Securities, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.