Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 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.