$73.6 Million is the total value of Sunbelt Securities, Inc.'s 113 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | New | ISHARES TRmsci usa qlt fac | $512,000 | – | 8,467 | +100.0% | 0.70% | – |
| XLE | New | SELECT SECTOR SPDR TRsbi int-energy | $286,000 | – | 4,666 | +100.0% | 0.39% | – |
| WY | New | WEYERHAEUSER CO | $262,000 | – | 9,600 | +100.0% | 0.36% | – |
| MRK | New | MERCK & CO INC NEW | $245,000 | – | 4,958 | +100.0% | 0.33% | – |
| MSFT | New | MICROSOFT CORP | $226,000 | – | 5,096 | +100.0% | 0.31% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $218,000 | – | 4,252 | +100.0% | 0.30% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $201,000 | – | 4,906 | +100.0% | 0.27% | – |
| GDX | New | MARKET VECTORS ETF TRgold miner etf | $182,000 | – | 13,268 | +100.0% | 0.25% | – |
| VER | New | VEREIT INC | $143,000 | – | 18,578 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2017-02-15
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.