$546 Million is the total value of Sunbelt Securities, Inc.'s 451 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $16,814,000 | -36.6% | 94,581 | -37.7% | 3.08% | -28.6% |
IVV | Buy | ISHARES TRcore s&p500 etf | $13,029,000 | +17.7% | 28,275 | +15.6% | 2.38% | +32.6% |
IAU | Buy | ISHARES GOLD TRishares new | $12,475,000 | +6.9% | 339,377 | +1.0% | 2.28% | +20.5% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $10,873,000 | +4.6% | 139,911 | +2.6% | 1.99% | +18.0% |
AMZN | Buy | AMAZON COM INC | $10,675,000 | +8.8% | 3,210 | +5.6% | 1.95% | +22.5% |
WIRE | ENCORE WIRE CORP | $10,079,000 | +0.5% | 85,174 | 0.0% | 1.84% | +13.2% | |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $8,315,000 | +5.1% | 109,509 | +105.2% | 1.52% | +18.4% |
MSFT | Sell | MICROSOFT CORP | $8,224,000 | -11.7% | 26,201 | -14.4% | 1.51% | -0.5% |
V | Buy | VISA INC | $8,066,000 | -0.9% | 36,016 | +0.8% | 1.48% | +11.6% |
BJAN | Sell | INNOVATOR ETFS TRus eqty bufr jan | $7,633,000 | +0.4% | 209,065 | -0.9% | 1.40% | +13.1% |
NVDA | Buy | NVIDIA CORPORATION | $7,299,000 | +14.7% | 26,361 | +4.0% | 1.34% | +29.3% |
XOM | Sell | EXXON MOBIL CORP | $6,628,000 | -19.8% | 79,108 | -23.2% | 1.21% | -9.7% |
ABBV | Sell | ABBVIE INC | $6,586,000 | -30.8% | 40,222 | -39.4% | 1.21% | -22.0% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $5,936,000 | +1.2% | 2,091 | -0.6% | 1.09% | +14.2% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $5,048,000 | +3.7% | 69,710 | +2.8% | 0.92% | +16.8% |
IEFA | Buy | ISHARES TRcore msci eafe | $4,927,000 | +1.7% | 69,694 | +4.1% | 0.90% | +14.6% |
CVX | Sell | CHEVRON CORP NEW | $4,752,000 | -27.7% | 28,718 | -40.4% | 0.87% | -18.5% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $4,486,000 | +3.6% | 58,324 | +2.0% | 0.82% | +16.6% |
DGRO | Buy | ISHARES TRcore div grwth | $4,443,000 | +2.9% | 81,996 | +2.8% | 0.81% | +15.8% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,376,000 | +2.6% | 91,096 | +101.6% | 0.80% | +15.6% |
IVE | Buy | ISHARES TRs&p 500 val etf | $4,334,000 | +16.5% | 27,458 | +14.7% | 0.79% | +31.3% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,320,000 | +10.1% | 9,418 | +8.2% | 0.79% | +24.0% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $4,260,000 | +2.2% | 54,174 | +1.0% | 0.78% | +15.2% |
BALT | Sell | INNOVATOR ETFS TRdefined wlt shld | $4,130,000 | -0.4% | 159,510 | -0.6% | 0.76% | +12.3% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $4,093,000 | +1.1% | 39,941 | -0.5% | 0.75% | +13.8% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $4,034,000 | +2.4% | 31,779 | +0.9% | 0.74% | +15.5% |
FB | Sell | META PLATFORMS INCcl a | $3,624,000 | +2.8% | 15,904 | -0.6% | 0.66% | +15.9% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $3,605,000 | +80.4% | 27,363 | +89.2% | 0.66% | +103.1% |
FQAL | Buy | FIDELITY COVINGTON TRUSTqlty fctor etf | $3,552,000 | +5.4% | 67,035 | +4.1% | 0.65% | +18.8% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,529,000 | -29.1% | 16,027 | -27.4% | 0.65% | -20.0% |
PFE | Sell | PFIZER INC | $3,502,000 | -42.0% | 66,781 | -42.8% | 0.64% | -34.7% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $3,432,000 | -3.6% | 9,475 | -0.4% | 0.63% | +8.7% |
PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,321,000 | -0.5% | 246,161 | +2.2% | 0.61% | +12.2% |
JPM | Sell | JPMORGAN CHASE & CO | $3,269,000 | -34.2% | 23,260 | -27.0% | 0.60% | -25.8% |
CSCO | Sell | CISCO SYS INC | $3,229,000 | -36.4% | 57,618 | -37.2% | 0.59% | -28.4% |
AVGO | Sell | BROADCOM INC | $3,214,000 | -29.8% | 5,092 | -33.2% | 0.59% | -21.0% |
PEP | Sell | PEPSICO INC | $3,156,000 | -44.4% | 18,792 | -43.0% | 0.58% | -37.3% |
VLO | Sell | VALERO ENERGY CORP | $2,994,000 | -39.2% | 29,794 | -46.5% | 0.55% | -31.5% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,966,000 | -40.5% | 8,080 | -41.8% | 0.54% | -33.0% |
AMLP | Sell | ALPS ETF TRalerian mlp | $2,952,000 | -0.8% | 76,444 | -2.4% | 0.54% | +11.8% |
TSLA | Buy | TESLA INC | $2,924,000 | +23.1% | 2,673 | +3.8% | 0.54% | +38.6% |
IJR | Buy | ISHARES TRcore s&p scp etf | $2,900,000 | +5.6% | 26,599 | +3.6% | 0.53% | +19.1% |
IWR | Sell | ISHARES TRrus mid cap etf | $2,807,000 | -1.3% | 35,487 | -3.1% | 0.51% | +11.3% |
EUSA | Sell | ISHARES INCmsci equal weite | $2,794,000 | -0.3% | 32,504 | -1.6% | 0.51% | +12.5% |
T | Sell | AT&T INC | $2,795,000 | -31.8% | 115,800 | -32.4% | 0.51% | -23.1% |
IEUR | Sell | ISHARES TRcore msci euro | $2,765,000 | -13.0% | 50,774 | -9.8% | 0.51% | -1.9% |
UNH | Sell | UNITEDHEALTH GROUP INC | $2,728,000 | +4.0% | 5,238 | -1.4% | 0.50% | +17.1% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $2,631,000 | +116.7% | 31,569 | +120.1% | 0.48% | +144.7% |
PYPL | Buy | PAYPAL HLDGS INC | $2,629,000 | +53.2% | 22,184 | +55.4% | 0.48% | +72.4% |
PSEP | Sell | INNOVATOR ETFS TRus eqty pwr buf | $2,628,000 | -0.8% | 86,804 | -2.1% | 0.48% | +11.9% |
VIAC | Sell | PARAMOUNT GLOBAL | $2,541,000 | -17.1% | 66,701 | -24.8% | 0.46% | -6.6% |
ACN | Sell | ACCENTURE PLC IRELAND | $2,510,000 | -2.0% | 7,416 | -0.1% | 0.46% | +10.6% |
DOW | Sell | DOW INC | $2,489,000 | -36.3% | 38,734 | -39.5% | 0.46% | -28.2% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,441,000 | +14.0% | 30,568 | +13.3% | 0.45% | +28.4% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $2,421,000 | -44.5% | 46,906 | -43.3% | 0.44% | -37.5% |
KMI | Sell | KINDER MORGAN INC DEL | $2,368,000 | -27.4% | 124,044 | -34.2% | 0.43% | -18.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,343,000 | -78.5% | 6,552 | -80.7% | 0.43% | -75.8% |
JNJ | Sell | JOHNSON & JOHNSON | $2,327,000 | -37.8% | 12,959 | -40.6% | 0.43% | -29.8% |
IYE | Buy | ISHARES TRu.s. energy etf | $2,323,000 | +16.9% | 56,091 | +2.0% | 0.42% | +31.6% |
GOOG | Sell | ALPHABET INCcap stk cl c | $2,262,000 | +1.3% | 793 | -1.1% | 0.41% | +14.0% |
HD | Sell | HOME DEPOT INC | $2,194,000 | -15.6% | 7,114 | -1.0% | 0.40% | -4.7% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,167,000 | +21.3% | 40,787 | +9.6% | 0.40% | +36.9% |
COP | Sell | CONOCOPHILLIPS | $2,159,000 | +9.2% | 21,352 | -1.4% | 0.40% | +23.1% |
QCOM | Sell | QUALCOMM INC | $2,119,000 | -45.7% | 13,877 | -36.5% | 0.39% | -38.8% |
NTSX | Sell | WISDOMTREE TRus efficient cor | $2,102,000 | -9.7% | 51,034 | -9.3% | 0.38% | +1.9% |
CRM | Buy | SALESFORCE COM INC | $2,075,000 | +5.0% | 9,654 | +6.2% | 0.38% | +18.4% |
NOW | Sell | SERVICENOW INC | $2,058,000 | -3.4% | 3,585 | -0.5% | 0.38% | +9.0% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,054,000 | +39.7% | 17,621 | +46.1% | 0.38% | +57.3% |
KMB | Sell | KIMBERLY-CLARK CORP | $2,050,000 | -40.4% | 16,551 | -35.9% | 0.38% | -32.9% |
LUB | Sell | LUBYS INC | $1,944,000 | -17.6% | 845,000 | -0.0% | 0.36% | -7.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,928,000 | -10.2% | 4,191 | -0.2% | 0.35% | +1.1% |
PG | Buy | PROCTER AND GAMBLE CO | $1,898,000 | -3.0% | 12,291 | +0.5% | 0.35% | +9.1% |
FTNT | Sell | FORTINET INC | $1,897,000 | +6.7% | 5,548 | -1.8% | 0.35% | +20.1% |
WMT | Sell | WALMART INC | $1,881,000 | -10.3% | 12,551 | -17.4% | 0.34% | +1.2% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,875,000 | -4.4% | 5,326 | -3.8% | 0.34% | +7.5% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,837,000 | -3.2% | 49,249 | -1.5% | 0.34% | +9.1% |
DTD | Buy | WISDOMTREE TRus total dividnd | $1,829,000 | +85.1% | 27,972 | +82.2% | 0.34% | +109.4% |
PRU | Sell | PRUDENTIAL FINL INC | $1,795,000 | -32.5% | 14,924 | -31.9% | 0.33% | -23.8% |
MCD | Buy | MCDONALDS CORP | $1,796,000 | +18.2% | 7,213 | +23.5% | 0.33% | +33.2% |
SHW | Sell | SHERWIN WILLIAMS CO | $1,795,000 | -10.2% | 7,095 | -0.8% | 0.33% | +1.2% |
MO | Sell | ALTRIA GROUP INC | $1,752,000 | +1.8% | 33,667 | -1.3% | 0.32% | +14.6% |
ET | Sell | ENERGY TRANSFER L P | $1,725,000 | -1.9% | 149,575 | -15.2% | 0.32% | +10.5% |
FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $1,720,000 | +6.5% | 13,773 | +5.8% | 0.32% | +20.2% |
SOXX | Buy | ISHARES TRishares semicdtr | $1,708,000 | +11.1% | 3,527 | +12.1% | 0.31% | +25.2% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,705,000 | -7.5% | 60,357 | -1.6% | 0.31% | +4.0% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,703,000 | -2.2% | 8,924 | -1.7% | 0.31% | +10.2% |
MMM | Sell | 3M CO | $1,688,000 | -41.0% | 11,150 | -36.7% | 0.31% | -33.5% |
PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,688,000 | +24.2% | 51,516 | +23.2% | 0.31% | +39.8% |
COST | Buy | COSTCO WHSL CORP NEW | $1,666,000 | +14.6% | 2,889 | +3.6% | 0.30% | +29.2% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,650,000 | +1.4% | 2,773 | +0.1% | 0.30% | +14.4% |
FENY | Sell | FIDELITY COVINGTON TRUSTmsci energy idx | $1,651,000 | +13.2% | 77,925 | -1.7% | 0.30% | +27.4% |
ONEQ | Buy | FIDELITY COMWLTH TR | $1,629,000 | +12.7% | 28,895 | +10.6% | 0.30% | +26.8% |
AFIN | Buy | THE NECESSITY RETAIL REIT IN | $1,615,000 | +20.8% | 203,355 | +23.5% | 0.30% | +36.4% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $1,601,000 | -3.7% | 34,925 | +3.0% | 0.29% | +8.5% |
EOS | Sell | EATON VANCE ENHANCED EQUITY | $1,588,000 | -3.1% | 75,047 | -1.0% | 0.29% | +9.4% |
DHR | Sell | DANAHER CORPORATION | $1,573,000 | +3.0% | 5,291 | -1.0% | 0.29% | +16.1% |
CRESCENT ENERGY COMPANY | $1,563,000 | +35.3% | 89,200 | 0.0% | 0.29% | +52.1% | ||
LOW | Sell | LOWES COS INC | $1,542,000 | -11.7% | 7,363 | -2.3% | 0.28% | -0.7% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $1,540,000 | +1.9% | 25,047 | -0.2% | 0.28% | +15.1% |
NEE | Sell | NEXTERA ENERGY INC | $1,479,000 | +5.3% | 17,302 | -7.1% | 0.27% | +18.9% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,445,000 | +4.8% | 14,328 | -1.2% | 0.26% | +18.3% |
EFA | Buy | ISHARES TRmsci eafe etf | $1,447,000 | -1.4% | 19,333 | +0.9% | 0.26% | +11.3% |
MPC | Sell | MARATHON PETE CORP | $1,446,000 | -51.4% | 16,945 | -54.8% | 0.26% | -45.1% |
NKE | Buy | NIKE INCcl b | $1,447,000 | -2.7% | 10,442 | +0.8% | 0.26% | +9.5% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,434,000 | +8.7% | 6,298 | -0.5% | 0.26% | +22.9% |
CVS | Sell | CVS HEALTH CORP | $1,416,000 | -46.1% | 13,676 | -42.4% | 0.26% | -39.3% |
SDY | Buy | SPDR SER TRs&p divid etf | $1,398,000 | +3.6% | 10,788 | +0.9% | 0.26% | +16.9% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,330,000 | -7.6% | 17,167 | -18.6% | 0.24% | +4.3% |
VEEV | Sell | VEEVA SYS INC | $1,304,000 | -8.1% | 6,095 | -0.3% | 0.24% | +3.5% |
BA | Sell | BOEING CO | $1,300,000 | -13.6% | 6,672 | -5.4% | 0.24% | -2.5% |
PXD | Sell | PIONEER NAT RES CO | $1,287,000 | -11.0% | 4,990 | -23.8% | 0.24% | +0.4% |
ABT | Buy | ABBOTT LABS | $1,286,000 | -5.1% | 10,683 | +1.4% | 0.24% | +6.8% |
GOVZ | Buy | ISHARES TRishares 25+ yr t | $1,272,000 | +536.0% | 66,617 | +571.3% | 0.23% | +628.1% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,252,000 | +1.5% | 2,965 | +0.8% | 0.23% | +14.5% |
SOXL | New | DIREXION SHS ETF TRdly scond 3xbu | $1,246,000 | – | 30,125 | +100.0% | 0.23% | – |
IP | Sell | INTERNATIONAL PAPER CO | $1,239,000 | -19.4% | 26,699 | -18.1% | 0.23% | -9.2% |
WFC | Sell | WELLS FARGO CO NEW | $1,234,000 | -29.9% | 24,632 | -17.8% | 0.23% | -21.0% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,224,000 | +6.6% | 7,656 | +4.8% | 0.22% | +20.4% |
KOCT | INNOVATOR ETFS TRus sml cp pwr b | $1,208,000 | +1.3% | 45,510 | 0.0% | 0.22% | +13.9% | |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,208,000 | -45.2% | 46,346 | -49.3% | 0.22% | -38.3% |
COG | Sell | COTERRA ENERGY INC | $1,182,000 | +12.3% | 43,601 | -7.3% | 0.22% | +26.3% |
BAC | Buy | BK OF AMERICA CORP | $1,167,000 | -12.8% | 27,129 | +0.0% | 0.21% | -1.8% |
MRK | Sell | MERCK & CO INC | $1,156,000 | -5.2% | 14,027 | -11.5% | 0.21% | +7.1% |
KJAN | Buy | INNOVATOR ETFS TRus sml cp pwr b | $1,143,000 | +5.4% | 36,404 | +3.6% | 0.21% | +18.8% |
NVO | Sell | NOVO-NORDISK A Sadr | $1,129,000 | +7.1% | 10,032 | -3.4% | 0.21% | +21.1% |
BBDC | New | BARINGS BDC INC | $1,113,000 | – | 107,573 | +100.0% | 0.20% | – |
GIS | Sell | GENERAL MLS INC | $1,102,000 | -8.8% | 16,226 | -8.1% | 0.20% | +3.1% |
LMT | Sell | LOCKHEED MARTIN CORP | $1,079,000 | -51.1% | 2,420 | -56.6% | 0.20% | -44.7% |
CCI | Sell | CROWN CASTLE INTL CORP NEW | $1,078,000 | -4.3% | 5,842 | -8.0% | 0.20% | +7.7% |
ARCC | Buy | ARES CAPITAL CORP | $1,072,000 | -3.1% | 51,321 | +4.8% | 0.20% | +8.9% |
BRG | Sell | BLUEROCK RESIDENTIAL GWT REI | $1,057,000 | -59.6% | 39,785 | -59.8% | 0.19% | -54.4% |
HON | Sell | HONEYWELL INTL INC | $1,041,000 | -3.0% | 5,299 | -4.0% | 0.19% | +9.8% |
CMCSA | Sell | COMCAST CORP NEWcl a | $1,024,000 | -5.9% | 21,471 | -2.9% | 0.19% | +5.6% |
AMGN | Sell | AMGEN INC | $1,013,000 | -26.9% | 4,176 | -27.4% | 0.18% | -17.8% |
PFF | Sell | ISHARES TRpfd and incm sec | $1,003,000 | -14.1% | 27,605 | -13.4% | 0.18% | -3.2% |
NJAN | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $998,000 | +1.2% | 24,405 | +0.1% | 0.18% | +14.4% |
BST | Buy | BLACKROCK SCIENCE & TECHNOLO | $989,000 | -1.4% | 22,793 | +4.4% | 0.18% | +11.0% |
ITA | Sell | ISHARES TRus aer def etf | $985,000 | +5.1% | 8,780 | -1.5% | 0.18% | +18.4% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $976,000 | +0.9% | 3,339 | -0.4% | 0.18% | +14.0% |
AGNC | Sell | AGNC INVT CORP | $978,000 | -9.3% | 73,893 | -1.2% | 0.18% | +2.3% |
HDV | Sell | ISHARES TRcore high dv etf | $970,000 | +1.6% | 8,984 | -2.1% | 0.18% | +14.8% |
UNP | Sell | UNION PAC CORP | $968,000 | +12.3% | 3,500 | -1.4% | 0.18% | +26.4% |
IBB | Buy | ISHARES TRishares biotech | $961,000 | +1.4% | 7,338 | +1.9% | 0.18% | +14.3% |
TSCO | Sell | TRACTOR SUPPLY CO | $950,000 | +1.9% | 4,082 | -2.8% | 0.17% | +15.2% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $945,000 | +1.7% | 6,927 | -0.5% | 0.17% | +14.6% |
INTU | Sell | INTUIT | $947,000 | -21.1% | 2,007 | -7.3% | 0.17% | -11.3% |
BNOV | Sell | INNOVATOR ETFS TRus eqty buf nov | $943,000 | -1.2% | 29,150 | -2.4% | 0.17% | +11.6% |
TTD | Sell | THE TRADE DESK INC | $943,000 | -9.3% | 13,158 | -3.2% | 0.17% | +2.4% |
ZG | Buy | ZILLOW GROUP INCcl a | $946,000 | +11.2% | 18,492 | +3.1% | 0.17% | +25.4% |
IYY | Buy | ISHARES TRdow jones us etf | $928,000 | +1.6% | 8,210 | +0.0% | 0.17% | +14.9% |
IWM | Sell | ISHARES TRrussell 2000 etf | $927,000 | -7.6% | 4,470 | -9.7% | 0.17% | +4.3% |
AVUS | Sell | AMERICAN CENTY ETF TRus eqt etf | $931,000 | -11.0% | 11,900 | -12.5% | 0.17% | 0.0% |
IYW | Buy | ISHARES TRu.s. tech etf | $928,000 | +6.2% | 8,855 | +5.5% | 0.17% | +19.7% |
BJUL | INNOVATOR ETFS TRus eqty bufr jul | $921,000 | +1.7% | 27,726 | 0.0% | 0.17% | +15.0% | |
CRON | Sell | CRONOS GROUP INC | $916,000 | +8.5% | 225,080 | -0.8% | 0.17% | +22.6% |
FIDU | Sell | FIDELITY COVINGTON TRUSTmsci indl indx | $911,000 | -1.7% | 16,689 | -4.8% | 0.17% | +10.6% |
CDC | Buy | VICTORY PORTFOLIOS II | $904,000 | +8.0% | 12,460 | +5.2% | 0.17% | +22.1% |
SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $894,000 | -3.0% | 9,724 | -1.7% | 0.16% | +9.3% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $889,000 | -20.1% | 13,989 | -16.8% | 0.16% | -9.9% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $893,000 | -10.3% | 5,439 | -10.9% | 0.16% | +0.6% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $892,000 | -17.1% | 9,289 | -18.9% | 0.16% | -6.9% |
LTC | Sell | LTC PPTYS INC | $887,000 | +14.3% | 23,086 | -0.5% | 0.16% | +28.6% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $877,000 | +3.5% | 9,597 | +1.0% | 0.16% | +16.7% |
TXN | Sell | TEXAS INSTRS INC | $882,000 | +0.8% | 4,704 | -7.2% | 0.16% | +13.4% |
JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $874,000 | +146.9% | 14,190 | +143.5% | 0.16% | +175.9% |
ISRG | Sell | INTUITIVE SURGICAL INC | $873,000 | -1.5% | 2,867 | -8.3% | 0.16% | +11.1% |
TSJA | Sell | INNOVATOR ETFS TRtriple stkr jan | $863,000 | -33.5% | 30,063 | -34.7% | 0.16% | -25.1% |
SBUX | Sell | STARBUCKS CORP | $858,000 | -28.1% | 9,423 | -25.1% | 0.16% | -19.1% |
DJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $854,000 | +0.9% | 24,752 | 0.0% | 0.16% | +13.9% | |
ZTS | ZOETIS INCcl a | $847,000 | -5.0% | 4,429 | 0.0% | 0.16% | +6.9% | |
FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $849,000 | -15.6% | 15,361 | -11.6% | 0.16% | -4.9% |
BKNG | Sell | BOOKING HOLDINGS INC | $845,000 | -9.1% | 363 | -0.8% | 0.16% | +2.6% |
FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $833,000 | -2.0% | 12,573 | -5.3% | 0.15% | +10.9% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $828,000 | +3.6% | 7,886 | +0.0% | 0.15% | +16.9% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $829,000 | -2.6% | 7,167 | -5.7% | 0.15% | +10.1% |
KJUL | Sell | INNOVATOR ETFS TRus sml cp pwr b | $827,000 | +0.6% | 32,063 | -0.8% | 0.15% | +12.7% |
BP | Buy | BP PLCsponsored adr | $809,000 | +9.6% | 26,920 | +19.7% | 0.15% | +23.3% |
DES | Sell | WISDOMTREE TRus smallcap divd | $810,000 | -41.6% | 25,206 | -42.2% | 0.15% | -34.2% |
SIVB | Sell | SVB FINANCIAL GROUP | $800,000 | -18.9% | 1,410 | -9.2% | 0.15% | -8.8% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $800,000 | +4.8% | 11,897 | +2.9% | 0.15% | +17.7% |
ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $792,000 | -10.9% | 1,843 | +1.9% | 0.14% | +0.7% |
USMV | Sell | ISHARES TRmsci usa min vol | $783,000 | +0.4% | 10,017 | -2.5% | 0.14% | +12.6% |
IYG | Sell | ISHARES TRu.s. fin svc etf | $768,000 | -9.8% | 4,161 | -2.3% | 0.14% | +2.2% |
NXPI | NXP SEMICONDUCTORS N V | $770,000 | -7.6% | 4,113 | 0.0% | 0.14% | +4.4% | |
BDJ | Buy | BLACKROCK ENHANCED EQUITY DI | $763,000 | +10.4% | 76,678 | +10.9% | 0.14% | +25.0% |
CMI | Sell | CUMMINS INC | $762,000 | -15.5% | 3,637 | -9.8% | 0.14% | -4.8% |
IGE | Sell | ISHARES TRnorth amern nat | $753,000 | +11.7% | 18,370 | -3.0% | 0.14% | +26.6% |
DVY | Sell | ISHARES TRselect divid etf | $751,000 | -57.9% | 5,803 | -59.0% | 0.14% | -52.8% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $741,000 | +5.9% | 4,466 | -0.7% | 0.14% | +19.3% |
ATVI | Sell | ACTIVISION BLIZZARD INC | $744,000 | -0.1% | 9,257 | -0.3% | 0.14% | +12.4% |
IHAK | Buy | ISHARES TRcybersecurity | $731,000 | +25.2% | 17,022 | +18.8% | 0.13% | +41.1% |
SO | Sell | SOUTHERN CO | $732,000 | -2.7% | 10,093 | -8.9% | 0.13% | +9.8% |
AJG | Buy | GALLAGHER ARTHUR J & CO | $722,000 | +10.6% | 4,156 | +0.0% | 0.13% | +24.5% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $709,000 | +15.1% | 2,817 | +0.1% | 0.13% | +30.0% |
TREE | Buy | LENDINGTREE INC NEW | $698,000 | +8.6% | 5,776 | +10.9% | 0.13% | +23.1% |
ABG | New | ASBURY AUTOMOTIVE GROUP INC | $701,000 | – | 4,262 | +100.0% | 0.13% | – |
NOCT | INNOVATOR ETFS TRgrwt100 pwr buf | $693,000 | +1.3% | 17,438 | 0.0% | 0.13% | +14.4% | |
MHLD | MAIDEN HOLDINGS LTD | $696,000 | -16.5% | 300,000 | 0.0% | 0.13% | -5.9% | |
FICO | Buy | FAIR ISAAC CORP | $686,000 | -6.7% | 1,438 | +0.3% | 0.13% | +5.9% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $685,000 | -64.3% | 9,185 | -62.6% | 0.12% | -59.9% |
ADI | Sell | ANALOG DEVICES INC | $679,000 | +0.4% | 4,080 | -1.6% | 0.12% | +12.7% |
DD | Sell | DUPONT DE NEMOURS INC | $665,000 | -9.3% | 8,684 | -5.1% | 0.12% | +2.5% |
D | Sell | DOMINION ENERGY INC | $654,000 | -18.6% | 7,654 | -23.4% | 0.12% | -7.7% |
IBDQ | Buy | ISHARES TRibonds dec25 etf | $650,000 | +2.2% | 25,719 | +4.8% | 0.12% | +15.5% |
CHD | CHURCH & DWIGHT CO INC | $637,000 | -1.5% | 6,422 | 0.0% | 0.12% | +11.4% | |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $617,000 | +1.3% | 8,073 | +0.0% | 0.11% | +14.1% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $617,000 | -12.7% | 3,826 | -13.1% | 0.11% | -1.7% |
BLK | Sell | BLACKROCK INC | $617,000 | -15.7% | 793 | -12.5% | 0.11% | -5.0% |
SHOP | Buy | SHOPIFY INCcl a | $618,000 | -14.9% | 876 | +5.9% | 0.11% | -4.2% |
FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $610,000 | +19.4% | 12,724 | +9.9% | 0.11% | +34.9% |
COIN | COINBASE GLOBAL INC | $613,000 | -5.7% | 3,115 | 0.0% | 0.11% | +5.7% | |
DG | DOLLAR GEN CORP NEW | $613,000 | +12.3% | 2,695 | 0.0% | 0.11% | +25.8% | |
IGM | Buy | ISHARES TRexpnd tec sc etf | $613,000 | +0.7% | 1,555 | +0.2% | 0.11% | +13.1% |
FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $607,000 | +22.9% | 12,078 | +14.7% | 0.11% | +38.8% |
FSTA | Sell | FIDELITY COVINGTON TRUSTconsmr staples | $599,000 | -10.2% | 13,025 | -10.3% | 0.11% | +1.9% |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $603,000 | 0.0% | 4,034 | 0.0% | 0.11% | +12.2% | |
SPGI | Sell | S&P GLOBAL INC | $598,000 | -3.1% | 1,427 | -7.6% | 0.11% | +9.0% |
IYC | Buy | ISHARES TRus consum discre | $595,000 | +3.1% | 7,789 | +3.3% | 0.11% | +16.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $582,000 | -2.2% | 2,064 | -3.8% | 0.11% | +10.3% |
PAYX | Sell | PAYCHEX INC | $584,000 | +10.0% | 4,263 | -2.8% | 0.11% | +24.4% |
IJAN | Buy | INNOVATOR ETFS TRintrnl dev jan | $579,000 | -1.0% | 21,830 | +0.3% | 0.11% | +11.6% |
CDW | CDW CORP | $580,000 | -8.2% | 3,243 | 0.0% | 0.11% | +2.9% | |
DON | Sell | WISDOMTREE TRus midcap divid | $576,000 | -26.0% | 12,805 | -27.9% | 0.10% | -16.7% |
SLB | Sell | SCHLUMBERGER LTD | $574,000 | +1.1% | 13,589 | -7.0% | 0.10% | +14.1% |
FSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $570,000 | +1.2% | 15,996 | 0.0% | 0.10% | +14.3% | |
FSK | Sell | FS KKR CAP CORP | $569,000 | -6.4% | 25,021 | -7.6% | 0.10% | +5.1% |
FFIN | FIRST FINL BANKSHARES INC | $570,000 | -8.8% | 12,800 | 0.0% | 0.10% | +2.0% | |
New | SHELL PLCspon ads | $565,000 | – | 10,157 | +100.0% | 0.10% | – | |
F | Sell | FORD MTR CO DEL | $563,000 | -20.3% | 32,606 | -18.2% | 0.10% | -10.4% |
BIG | Buy | BIG LOTS INC | $561,000 | -2.4% | 15,361 | +5.4% | 0.10% | +10.8% |
AOK | Sell | ISHARES TRconser alloc etf | $559,000 | -9.5% | 14,802 | -7.6% | 0.10% | +2.0% |
SPOT | SPOTIFY TECHNOLOGY S A | $555,000 | -5.9% | 3,554 | 0.0% | 0.10% | +6.2% | |
IJH | Sell | ISHARES TRcore s&p mcp etf | $552,000 | -5.0% | 2,028 | -7.0% | 0.10% | +7.4% |
IYH | Buy | ISHARES TRus hlthcare etf | $549,000 | +8.9% | 1,884 | +4.7% | 0.10% | +23.2% |
KO | Sell | COCA COLA CO | $545,000 | -90.0% | 8,768 | -90.1% | 0.10% | -88.8% |
FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $539,000 | +3.7% | 16,468 | -1.0% | 0.10% | +17.9% |
ALGN | Sell | ALIGN TECHNOLOGY INC | $537,000 | -15.2% | 1,214 | -1.1% | 0.10% | -4.9% |
USB | Sell | US BANCORP DEL | $534,000 | -7.3% | 9,671 | -0.0% | 0.10% | +4.3% |
DPZ | DOMINOS PIZZA INC | $531,000 | -7.3% | 1,306 | 0.0% | 0.10% | +4.3% | |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $531,000 | -12.2% | 11,152 | -16.3% | 0.10% | -1.0% |
DUK | Sell | DUKE ENERGY CORP NEW | $523,000 | -22.9% | 4,688 | -27.8% | 0.10% | -12.7% |
AGG | Sell | ISHARES TRcore us aggbd et | $523,000 | -3.3% | 4,882 | -0.5% | 0.10% | +9.1% |
SLV | Buy | ISHARES SILVER TRishares | $527,000 | +58.7% | 22,971 | +48.5% | 0.10% | +77.8% |
ORCL | Sell | ORACLE CORP | $518,000 | -4.4% | 6,210 | -7.4% | 0.10% | +8.0% |
FJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $517,000 | +1.4% | 13,605 | 0.0% | 0.10% | +14.5% | |
QQEW | FIRST TR NAS100 EQ WEIGHTED | $518,000 | +1.0% | 4,774 | 0.0% | 0.10% | +14.5% | |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $509,000 | -35.0% | 4,748 | -32.8% | 0.09% | -26.8% |
IDV | Sell | ISHARES TRintl sel div etf | $509,000 | -25.5% | 15,891 | -23.2% | 0.09% | -16.2% |
FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $503,000 | -35.1% | 13,328 | -37.4% | 0.09% | -27.0% |
IRBO | Buy | ISHARES TRrobotics artif | $505,000 | -3.3% | 14,378 | +0.6% | 0.09% | +8.2% |
IBDP | Buy | ISHARES TRibonds dec24 etf | $503,000 | +5.7% | 20,090 | +8.1% | 0.09% | +19.5% |
DIS | Sell | DISNEY WALT CO | $495,000 | -42.1% | 3,514 | -41.4% | 0.09% | -34.5% |
CII | Buy | BLACKROCK ENHANCD CAP & INM | $496,000 | +10.2% | 23,591 | +8.0% | 0.09% | +24.7% |
QPT | ADVISORSHARES TRq portfolio blen | $499,000 | -0.2% | 20,011 | 0.0% | 0.09% | +12.3% | |
OKTA | Buy | OKTA INCcl a | $496,000 | -18.3% | 3,249 | +2.0% | 0.09% | -8.1% |
CMRX | CHIMERIX INC | $489,000 | -20.6% | 106,000 | 0.0% | 0.09% | -10.0% | |
C | Sell | CITIGROUP INC | $485,000 | -26.4% | 8,821 | -10.1% | 0.09% | -16.8% |
IBDO | Buy | ISHARES TRibonds dec23 etf | $485,000 | +3.2% | 19,192 | +4.1% | 0.09% | +17.1% |
GILD | Sell | GILEAD SCIENCES INC | $479,000 | -17.3% | 8,037 | -11.6% | 0.09% | -6.4% |
NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $475,000 | -17.5% | 35,762 | -10.5% | 0.09% | -7.4% |
NFLX | Sell | NETFLIX INC | $476,000 | -13.3% | 1,248 | -8.3% | 0.09% | -2.2% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $476,000 | +3.0% | 3,441 | -0.8% | 0.09% | +16.0% |
CNI | Sell | CANADIAN NATL RY CO | $467,000 | +11.2% | 3,415 | -0.1% | 0.09% | +26.5% |
DNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $471,000 | +0.9% | 13,520 | 0.0% | 0.09% | +13.2% | |
ADM | ARCHER DANIELS MIDLAND CO | $469,000 | +16.4% | 5,249 | 0.0% | 0.09% | +32.3% | |
SLRC | Buy | SLR INVESTMENT CORP | $464,000 | +5.2% | 25,456 | +7.3% | 0.08% | +18.1% |
MUB | Sell | ISHARES TRnational mun etf | $462,000 | -4.9% | 4,214 | -1.7% | 0.08% | +7.6% |
TDOC | Buy | TELADOC HEALTH INC | $462,000 | +31.6% | 6,322 | +26.2% | 0.08% | +49.1% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $458,000 | -20.8% | 3,775 | -18.2% | 0.08% | -10.6% |
LRCX | Sell | LAM RESEARCH CORP | $458,000 | -11.8% | 834 | -7.4% | 0.08% | 0.0% |
SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $455,000 | +1.1% | 1,652 | +2.2% | 0.08% | +13.7% |
QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $449,000 | +20.4% | 21,363 | +19.3% | 0.08% | +34.4% |
Buy | INNOVATOR ETFS TRus eqty accelrt9 | $449,000 | +1.6% | 17,896 | +0.3% | 0.08% | +13.9% | |
GBIL | GOLDMAN SACHS ETF TRacces treasury | $447,000 | 0.0% | 4,469 | 0.0% | 0.08% | +12.3% | |
BIL | SPDR SER TRbloomberg 1-3 mo | $448,000 | 0.0% | 4,896 | 0.0% | 0.08% | +12.3% | |
EPHE | New | ISHARES TRmsci philips etf | $440,000 | – | 14,205 | +100.0% | 0.08% | – |
CAT | Sell | CATERPILLAR INC | $440,000 | -15.2% | 1,975 | -23.2% | 0.08% | -3.6% |
EJAN | Sell | INNOVATOR ETFS TRemrgng mkt jan | $443,000 | -3.9% | 15,483 | -0.3% | 0.08% | +8.0% |
SQ | Sell | BLOCK INCcl a | $443,000 | +35.1% | 3,159 | -1.6% | 0.08% | +52.8% |
ASO | Sell | ACADEMY SPORTS & OUTDOORS IN | $440,000 | +0.9% | 11,235 | -1.2% | 0.08% | +14.1% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $445,000 | +23.3% | 5,964 | +13.0% | 0.08% | +37.3% |
QID | Sell | PROSHARES TRultshrt qqq | $437,000 | -11.2% | 25,700 | -2.7% | 0.08% | 0.0% |
DDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $438,000 | – | 13,508 | +100.0% | 0.08% | – |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $437,000 | -35.7% | 9,209 | -32.6% | 0.08% | -27.3% |
DLTR | DOLLAR TREE INC | $432,000 | +14.9% | 2,696 | 0.0% | 0.08% | +29.5% | |
MS | Buy | MORGAN STANLEY | $425,000 | -11.1% | 4,704 | +4.6% | 0.08% | 0.0% |
ENB | Sell | ENBRIDGE INC | $424,000 | -2.3% | 9,149 | -10.0% | 0.08% | +9.9% |
TGT | Buy | TARGET CORP | $423,000 | +5.8% | 1,907 | +1.5% | 0.08% | +18.5% |
EMN | Sell | EASTMAN CHEM CO | $423,000 | -10.8% | 3,699 | -5.1% | 0.08% | 0.0% |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $421,000 | – | 5,299 | +100.0% | 0.08% | – |
AMT | AMERICAN TOWER CORP NEW | $417,000 | +2.2% | 1,664 | 0.0% | 0.08% | +15.2% | |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $409,000 | -15.3% | 5,544 | -24.3% | 0.08% | -3.8% |
CRWD | CROWDSTRIKE HLDGS INCcl a | $411,000 | +25.7% | 1,828 | 0.0% | 0.08% | +41.5% | |
MDT | Sell | MEDTRONIC PLC | $408,000 | -5.1% | 3,657 | -11.3% | 0.08% | +7.1% |
IYT | ISHARES TRus trsprtion | $408,000 | +3.6% | 1,486 | 0.0% | 0.08% | +17.2% | |
TAP | Sell | MOLSON COORS BEVERAGE COcl b | $406,000 | +10.3% | 7,484 | -1.6% | 0.07% | +23.3% |
PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $406,000 | -1.0% | 13,230 | -1.9% | 0.07% | +10.4% |
BMAR | Buy | INNOVATOR ETFS TRus eqty bufr mar | $404,000 | +81.2% | 11,462 | +77.4% | 0.07% | +105.6% |
ITB | Sell | ISHARES TRus home cons etf | $399,000 | -34.0% | 6,469 | -25.9% | 0.07% | -25.5% |
FDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $394,000 | – | 11,460 | +100.0% | 0.07% | – |
New | PROSHARES TRultrashrt s&p500 | $392,000 | – | 10,800 | +100.0% | 0.07% | – | |
PINS | Buy | PINTEREST INCcl a | $389,000 | +24.7% | 15,137 | +29.4% | 0.07% | +39.2% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $383,000 | +57.6% | 3,212 | +69.2% | 0.07% | +79.5% |
BIDU | Sell | BAIDU INCspon adr rep a | $382,000 | -15.9% | 2,655 | -4.7% | 0.07% | -5.4% |
JD | Sell | JD.COM INCspon adr cl a | $383,000 | -26.8% | 6,226 | -10.3% | 0.07% | -17.6% |
FVRR | Buy | FIVERR INTL LTD | $378,000 | +19.6% | 4,832 | +27.8% | 0.07% | +35.3% |
FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $379,000 | +0.5% | 8,399 | 0.0% | 0.07% | +13.1% | |
ED | Buy | CONSOLIDATED EDISON INC | $376,000 | +29.2% | 3,967 | +17.8% | 0.07% | +46.8% |
INNOVATOR ETFS TRinternational dv | $372,000 | -1.3% | 15,070 | 0.0% | 0.07% | +11.5% | ||
CARR | CARRIER GLOBAL CORPORATION | $370,000 | +3.1% | 7,788 | 0.0% | 0.07% | +17.2% | |
A | AGILENT TECHNOLOGIES INC | $374,000 | -3.6% | 2,759 | 0.0% | 0.07% | +7.9% | |
HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $369,000 | -1.9% | 8,063 | +0.0% | 0.07% | +11.5% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $373,000 | -3.1% | 13,426 | +0.0% | 0.07% | +7.9% |
BFEB | Buy | INNOVATOR ETFS TRus eqty bufr feb | $374,000 | +8.1% | 11,447 | +6.8% | 0.07% | +21.4% |
ROL | Sell | ROLLINS INC | $369,000 | +11.1% | 10,419 | -4.6% | 0.07% | +25.9% |
ICF | Buy | ISHARES TRcohen steer reit | $371,000 | +11.1% | 5,164 | +4.7% | 0.07% | +25.9% |
BOCT | Sell | INNOVATOR ETFS TRus eqty buf oct | $364,000 | -14.8% | 10,609 | -15.9% | 0.07% | -2.9% |
NJUL | INNOVATOR ETFS TRgrwt100 pwr buf | $367,000 | +1.4% | 7,728 | 0.0% | 0.07% | +13.6% | |
BIV | VANGUARD BD INDEX FDSintermed term | $363,000 | -3.2% | 4,439 | 0.0% | 0.07% | +8.2% | |
IUSV | Sell | ISHARES TRcore s&p us vlu | $357,000 | -18.5% | 4,651 | -19.6% | 0.06% | -8.5% |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $355,000 | -0.8% | 5,775 | 0.0% | 0.06% | +12.1% | |
PSX | Sell | PHILLIPS 66 | $354,000 | -14.1% | 4,044 | -12.9% | 0.06% | -3.0% |
PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $356,000 | +45.3% | 12,047 | +44.3% | 0.06% | +62.5% |
IRBT | Buy | IROBOT CORP | $347,000 | +8.8% | 5,249 | +15.3% | 0.06% | +23.1% |
PNC | Sell | PNC FINL SVCS GROUP INC | $351,000 | -10.2% | 1,839 | -0.6% | 0.06% | 0.0% |
VFVA | VANGUARD WELLINGTON FDus value factr | $347,000 | +2.4% | 3,195 | 0.0% | 0.06% | +16.4% | |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $348,000 | -0.9% | 7,004 | +2.2% | 0.06% | +12.3% |
MLPA | Sell | GLOBAL X FDSglbl x mlp etf | $343,000 | -57.4% | 8,412 | -58.8% | 0.06% | -51.9% |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $345,000 | -7.8% | 5,362 | -8.5% | 0.06% | +3.3% |
BOND | PIMCO ETF TRactive bd etf | $338,000 | -3.7% | 3,315 | 0.0% | 0.06% | +8.8% | |
VOO | Buy | VANGUARD INDEX FDS | $338,000 | +4.0% | 802 | +2.3% | 0.06% | +17.0% |
LLY | Sell | LILLY ELI & CO | $339,000 | +18.5% | 1,170 | -1.8% | 0.06% | +34.8% |
CAH | Buy | CARDINAL HEALTH INC | $341,000 | +14.0% | 5,915 | +7.3% | 0.06% | +26.5% |
IHF | Sell | ISHARES TRus hlthcr pr etf | $336,000 | +1.8% | 1,168 | -1.8% | 0.06% | +14.8% |
DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $332,000 | +0.6% | 10,102 | 0.0% | 0.06% | +13.0% | |
IWD | Sell | ISHARES TRrus 1000 val etf | $335,000 | -20.0% | 1,989 | -21.2% | 0.06% | -10.3% |
New | PROSHARES TRultrapro sht qqq | $333,000 | – | 10,304 | +100.0% | 0.06% | – | |
EMR | Sell | EMERSON ELEC CO | $334,000 | -21.6% | 3,377 | -22.9% | 0.06% | -11.6% |
IYF | Sell | ISHARES TRu.s. finls etf | $330,000 | -9.3% | 3,821 | -5.8% | 0.06% | +1.7% |
FALN | Buy | ISHARES TRfaln angls usd | $327,000 | +11.6% | 11,791 | +13.9% | 0.06% | +25.0% |
DHI | Sell | D R HORTON INC | $324,000 | -10.7% | 4,103 | -1.7% | 0.06% | 0.0% |
FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $324,000 | +1.2% | 8,455 | 0.0% | 0.06% | +13.5% | |
ROP | ROPER TECHNOLOGIES INC | $320,000 | +7.0% | 670 | 0.0% | 0.06% | +20.4% | |
CCL | Sell | CARNIVAL CORP | $317,000 | -19.3% | 16,165 | -7.3% | 0.06% | -9.4% |
PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $317,000 | -8.6% | 14,068 | +0.7% | 0.06% | +3.6% |
MU | Sell | MICRON TECHNOLOGY INC | $317,000 | -19.7% | 3,999 | -14.8% | 0.06% | -9.4% |
XSW | SPDR SER TR | $315,000 | -0.3% | 2,116 | 0.0% | 0.06% | +13.7% | |
SPG | Buy | SIMON PPTY GROUP INC NEW | $318,000 | +32.5% | 2,362 | +39.6% | 0.06% | +48.7% |
FFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $310,000 | – | 8,052 | +100.0% | 0.06% | – |
DEO | DIAGEO PLCspon adr new | $305,000 | -0.3% | 1,491 | 0.0% | 0.06% | +12.0% | |
LII | Sell | LENNOX INTL INC | $308,000 | -3.4% | 1,154 | -1.0% | 0.06% | +7.7% |
RING | New | ISHARES INCmsci gbl gold mn | $306,000 | – | 9,800 | +100.0% | 0.06% | – |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $307,000 | -34.0% | 2,327 | -31.4% | 0.06% | -26.3% |
ORLY | OREILLY AUTOMOTIVE INC | $300,000 | +9.1% | 431 | 0.0% | 0.06% | +22.2% | |
PSQ | Sell | PROSHARES TRshort qqq new | $298,000 | -23.8% | 26,093 | -20.9% | 0.06% | -14.1% |
WST | Buy | WEST PHARMACEUTICAL SVSC INC | $302,000 | +10.6% | 721 | +5.7% | 0.06% | +25.0% |
ASML | Buy | ASML HOLDING N V | $296,000 | +5.7% | 432 | +0.7% | 0.05% | +20.0% |
EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $295,000 | +103.4% | 30,136 | +100.0% | 0.05% | +125.0% |
IFRA | Buy | ISHARES TRus infrastruc | $294,000 | +7.7% | 7,477 | +0.4% | 0.05% | +22.7% |
WY | Buy | WEYERHAEUSER CO MTN BE | $297,000 | -3.9% | 7,703 | +4.2% | 0.05% | +8.0% |
Buy | TIMOTHY PLANus large mid cp | $291,000 | +2.5% | 11,255 | +0.1% | 0.05% | +15.2% | |
FVAL | FIDELITY COVINGTON TRUSTvlu factor etf | $288,000 | +1.1% | 5,548 | 0.0% | 0.05% | +15.2% | |
CLX | Sell | CLOROX CO DEL | $290,000 | -3.3% | 2,076 | -1.0% | 0.05% | +8.2% |
IGSB | Sell | ISHARES TR | $290,000 | -29.8% | 5,613 | -28.0% | 0.05% | -20.9% |
STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $288,000 | – | 6,038 | +100.0% | 0.05% | – |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $287,000 | -2.0% | 6,506 | -1.5% | 0.05% | +10.4% |
K | Buy | KELLOGG CO | $290,000 | +3.9% | 4,519 | +0.1% | 0.05% | +17.8% |
RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $287,000 | +4.0% | 4,423 | +7.5% | 0.05% | +17.8% |
ETN | EATON CORP PLC | $282,000 | +2.5% | 1,814 | 0.0% | 0.05% | +15.6% | |
TIP | Sell | ISHARES TRtips bd etf | $286,000 | -63.7% | 2,287 | -64.1% | 0.05% | -59.4% |
NEO | Buy | NEOGENOMICS INC | $284,000 | -30.7% | 21,919 | +20.0% | 0.05% | -22.4% |
DAUG | FIRST TR EXCHNG TRADED FD VIvest us deep | $283,000 | +0.7% | 8,069 | 0.0% | 0.05% | +13.0% | |
IGOV | New | ISHARES TRintl trea bd etf | $284,000 | – | 6,116 | +100.0% | 0.05% | – |
GLD | Sell | SPDR GOLD TR | $284,000 | -50.6% | 1,575 | -53.3% | 0.05% | -44.1% |
FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $281,000 | -16.1% | 3,490 | -16.0% | 0.05% | -5.6% |
MRVL | Sell | MARVELL TECHNOLOGY INC | $280,000 | -15.4% | 3,830 | -11.6% | 0.05% | -5.6% |
XDAP | INNOVATOR ETFS TRus equity | $276,000 | +2.6% | 9,360 | 0.0% | 0.05% | +15.9% | |
AMP | Sell | AMERIPRISE FINL INC | $280,000 | -18.6% | 902 | -17.4% | 0.05% | -8.9% |
EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $275,000 | – | 10,619 | +100.0% | 0.05% | – |
AAL | Buy | AMERICAN AIRLS GROUP INC | $272,000 | +1.9% | 15,083 | +3.0% | 0.05% | +16.3% |
WDC | Sell | WESTERN DIGITAL CORP. | $269,000 | -7.2% | 5,315 | -4.1% | 0.05% | +4.3% |
RBLX | New | ROBLOX CORPcl a | $265,000 | – | 5,511 | +100.0% | 0.05% | – |
IWO | Sell | ISHARES TRrus 2000 grw etf | $267,000 | -7.3% | 1,033 | -8.3% | 0.05% | +4.3% |
ITW | Sell | ILLINOIS TOOL WKS INC | $270,000 | -44.1% | 1,258 | -41.3% | 0.05% | -37.2% |
HYD | VANECK ETF TRUSThigh yld munietf | $263,000 | -5.1% | 4,587 | 0.0% | 0.05% | +6.7% | |
CSWC | Buy | CAPITAL SOUTHWEST CORP | $261,000 | +12.0% | 11,057 | +22.1% | 0.05% | +26.3% |
IGN | New | ISHARES TRna tec multm etf | $261,000 | – | 3,510 | +100.0% | 0.05% | – |
ILMN | Sell | ILLUMINA INC | $257,000 | -3.4% | 730 | -2.5% | 0.05% | +9.3% |
ASAN | Buy | ASANA INCcl a | $258,000 | -13.7% | 6,177 | +13.4% | 0.05% | -4.1% |
AXP | Sell | AMERICAN EXPRESS CO | $254,000 | -13.3% | 1,339 | -11.4% | 0.05% | -2.1% |
XBAP | Sell | INNOVATOR ETFS TRus equity accele | $258,000 | -4.1% | 9,300 | -5.1% | 0.05% | +6.8% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $257,000 | +1.6% | 3,311 | +0.6% | 0.05% | +14.6% |
THD | New | ISHARES INCmsci thailnd etf | $250,000 | – | 3,193 | +100.0% | 0.05% | – |
VLUE | Sell | ISHARES TRmsci usa value | $249,000 | -1.2% | 2,333 | -0.5% | 0.05% | +12.2% |
TEAM | ATLASSIAN CORP PLCcl a | $251,000 | -4.9% | 830 | 0.0% | 0.05% | +7.0% | |
COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $245,000 | – | 5,941 | +100.0% | 0.04% | – |
BDEC | Sell | INNOVATOR ETFS TRus eqty buf dec | $245,000 | -31.9% | 7,094 | -32.9% | 0.04% | -22.4% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $244,000 | -31.7% | 2,282 | -21.0% | 0.04% | -22.4% |
ACC | AMERICAN CAMPUS CMNTYS INC | $245,000 | +12.4% | 4,325 | 0.0% | 0.04% | +28.6% | |
PENN | PENN NATL GAMING INC | $246,000 | -8.6% | 5,595 | 0.0% | 0.04% | +2.3% | |
MRCC | Sell | MONROE CAP CORP | $239,000 | -55.6% | 22,390 | -53.4% | 0.04% | -49.4% |
IDU | Sell | ISHARES TRu.s. utilits etf | $241,000 | +5.7% | 2,647 | -2.5% | 0.04% | +18.9% |
USMF | New | WISDOMTREE TRus multifactor | $242,000 | – | 5,828 | +100.0% | 0.04% | – |
SUSA | Buy | ISHARES TRmsci usa esg slc | $241,000 | +1.3% | 2,453 | +0.8% | 0.04% | +12.8% |
ILTB | Sell | ISHARES TRcore lt usdb etf | $239,000 | -15.8% | 3,737 | -12.0% | 0.04% | -4.3% |
VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $233,000 | +1.3% | 1,530 | 0.0% | 0.04% | +16.2% | |
DE | Buy | DEERE & CO | $234,000 | +9.3% | 564 | +2.7% | 0.04% | +22.9% |
IIPR | New | INNOVATIVE INDL PPTYS INC | $234,000 | – | 1,140 | +100.0% | 0.04% | – |
BX | Sell | BLACKSTONE INC | $236,000 | -76.7% | 1,856 | -76.4% | 0.04% | -73.8% |
IJJ | ISHARES TRs&p mc 400vl etf | $235,000 | +3.1% | 2,118 | 0.0% | 0.04% | +16.2% | |
VSDA | Sell | VICTORY PORTFOLIOS II | $236,000 | -4.1% | 5,061 | -6.9% | 0.04% | +7.5% |
KDP | KEURIG DR PEPPER INC | $233,000 | -2.1% | 6,120 | 0.0% | 0.04% | +10.3% | |
New | WOLFSPEED INC | $231,000 | – | 2,000 | +100.0% | 0.04% | – | |
FJAN | New | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $227,000 | – | 6,469 | +100.0% | 0.04% | – |
FAUG | FIRST TR EXCHNG TRADED FD VIvest us buffer | $228,000 | +1.3% | 5,958 | 0.0% | 0.04% | +13.5% | |
INNOVATOR ETFS TRemerging mkt pwr | $229,000 | -3.0% | 9,442 | 0.0% | 0.04% | +10.5% | ||
BAUG | INNOVATOR ETFS TRus equt bufr aug | $231,000 | +1.3% | 7,015 | 0.0% | 0.04% | +13.5% | |
SLQD | ISHARES TR0-5yr invt gr cp | $224,000 | -1.8% | 4,540 | 0.0% | 0.04% | +10.8% | |
MDLZ | Sell | MONDELEZ INTL INCcl a | $226,000 | -12.7% | 3,600 | -5.2% | 0.04% | -2.4% |
ROK | Buy | ROCKWELL AUTOMATION INC | $217,000 | +1.9% | 775 | +2.2% | 0.04% | +14.3% |
XEL | XCEL ENERGY INC | $217,000 | +4.8% | 3,007 | 0.0% | 0.04% | +17.6% | |
FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $221,000 | – | 1,872 | +100.0% | 0.04% | – |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $218,000 | +1.9% | 4,503 | 0.0% | 0.04% | +14.3% | |
EVRG | Sell | EVERGY INC | $216,000 | -9.6% | 3,157 | -13.7% | 0.04% | +2.6% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $217,000 | -56.0% | 2,179 | -60.1% | 0.04% | -50.0% |
GD | New | GENERAL DYNAMICS CORP | $221,000 | – | 903 | +100.0% | 0.04% | – |
SCM | Buy | STELLUS CAP INVT CORP | $214,000 | +4.9% | 15,519 | +4.6% | 0.04% | +18.2% |
TSN | Sell | TYSON FOODS INCcl a | $212,000 | -15.5% | 2,394 | -5.9% | 0.04% | -4.9% |
DBX | New | DROPBOX INCcl a | $214,000 | – | 9,030 | +100.0% | 0.04% | – |
IWB | New | ISHARES TRrus 1000 etf | $209,000 | – | 822 | +100.0% | 0.04% | – |
PAUG | INNOVATOR ETFS TRus eqty pwr bf | $209,000 | +1.0% | 6,900 | 0.0% | 0.04% | +11.8% | |
FIS | Buy | FIDELITY NATL INFORMATION SV | $207,000 | -9.2% | 2,048 | +0.0% | 0.04% | +2.7% |
New | TIMOTHY PLANhigh dividend | $210,000 | – | 7,646 | +100.0% | 0.04% | – | |
PLTM | New | GRANITESHARES PLATINUM TR | $207,000 | – | 21,208 | +100.0% | 0.04% | – |
KKR | Sell | KKR & CO INC | $208,000 | -31.8% | 3,499 | -23.9% | 0.04% | -24.0% |
FDLO | Sell | FIDELITY COVINGTON TRUSTlow volity etf | $204,000 | -3.3% | 4,038 | -6.0% | 0.04% | +8.8% |
IXN | ISHARES TRglobal tech etf | $201,000 | 0.0% | 3,413 | 0.0% | 0.04% | +12.1% | |
HAL | New | HALLIBURTON CO | $204,000 | – | 5,307 | +100.0% | 0.04% | – |
ACAD | ACADIA PHARMACEUTICALS INC | $201,000 | -2.9% | 8,231 | 0.0% | 0.04% | +8.8% | |
HTGC | New | HERCULES CAPITAL INC | $197,000 | – | 10,847 | +100.0% | 0.04% | – |
NRZ | Buy | NEW RESIDENTIAL INVT CORP | $199,000 | +5.9% | 17,880 | +4.2% | 0.04% | +16.1% |
ETRN | Buy | EQUITRANS MIDSTREAM CORP | $158,000 | +21.5% | 18,470 | +2.0% | 0.03% | +38.1% |
NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $161,000 | +23.8% | 10,000 | 0.0% | 0.03% | +38.1% | |
CS | CREDIT SUISSE GROUPsponsored adr | $130,000 | -18.8% | 16,147 | 0.0% | 0.02% | -7.7% | |
PSEC | New | PROSPECT CAP CORP | $105,000 | – | 12,717 | +100.0% | 0.02% | – |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $88,000 | +10.0% | 10,000 | 0.0% | 0.02% | +23.1% | |
DBRG | Sell | DIGITALBRIDGE GROUP INC | $85,000 | -19.0% | 11,690 | -14.4% | 0.02% | -5.9% |
ZEST | ECOARK HLDGS INC | $45,000 | 0.0% | 19,400 | 0.0% | 0.01% | +14.3% | |
PROSPECT CAP CORPnote 6.375% 3/0 | $27,000 | 0.0% | 25,000 | 0.0% | 0.01% | +25.0% | ||
AKBA | AKEBIA THERAPEUTICS INC | $10,000 | -52.4% | 11,550 | 0.0% | 0.00% | -33.3% | |
AMPE | Buy | AMPIO PHARMACEUTICALS INC | $10,000 | +100.0% | 22,761 | +127.4% | 0.00% | +100.0% |
MCF | Exit | CONTANGO OIL & GAS CO | $0 | – | -115,000 | -100.0% | 0.00% | – |
AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -10,780 | -100.0% | -0.01% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -13,211 | -100.0% | -0.02% | – |
JPS | Exit | NUVEEN PFD & INCM SECURTIES | $0 | – | -15,032 | -100.0% | -0.02% | – |
UNG | Exit | UNITED STS NAT GAS FD LPunit par | $0 | – | -10,277 | -100.0% | -0.02% | – |
VTRS | Exit | VIATRIS INC | $0 | – | -11,509 | -100.0% | -0.03% | – |
VKQ | Exit | INVESCO MUN TR | $0 | – | -15,864 | -100.0% | -0.03% | – |
EIDO | Exit | ISHARES TRmsci indonia etf | $0 | – | -8,693 | -100.0% | -0.03% | – |
CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -7,142 | -100.0% | -0.03% | – |
IRM | Exit | IRON MTN INC NEW | $0 | – | -4,523 | -100.0% | -0.03% | – |
IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -1,308 | -100.0% | -0.03% | – |
SYK | Exit | STRYKER CORPORATION | $0 | – | -829 | -100.0% | -0.03% | – |
FUN | Exit | CEDAR FAIR L Pdepositry unit | $0 | – | -3,500 | -100.0% | -0.03% | – |
GLW | Exit | CORNING INC | $0 | – | -5,055 | -100.0% | -0.04% | – |
NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -3,003 | -100.0% | -0.04% | – |
VICI | Exit | VICI PPTYS INC | $0 | – | -8,000 | -100.0% | -0.04% | – |
SRC | Exit | SPIRIT RLTY CAP INC NEW | $0 | – | -5,140 | -100.0% | -0.04% | – |
GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,146 | -100.0% | -0.04% | – |
IYZ | Exit | ISHARES TR | $0 | – | -7,742 | -100.0% | -0.04% | – |
KRBN | Exit | KRANESHARES TRglobal carb stra | $0 | – | -4,492 | -100.0% | -0.04% | – |
AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -14,985 | -100.0% | -0.04% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,548 | -100.0% | -0.04% | – |
PDI | Exit | PIMCO DYNAMIC INCOME FD | $0 | – | -11,019 | -100.0% | -0.04% | – |
EWQ | Exit | ISHARES INCmsci france etf | $0 | – | -7,194 | -100.0% | -0.04% | – |
NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -17,947 | -100.0% | -0.05% | – |
ETR | Exit | ENTERGY CORP NEW | $0 | – | -2,604 | -100.0% | -0.05% | – |
GHC | Exit | GRAHAM HLDGS CO | $0 | – | -500 | -100.0% | -0.05% | – |
FHTX | Exit | FOGHORN THERAPEUTICS INC | $0 | – | -24,740 | -100.0% | -0.05% | – |
MKC | Exit | MCCORMICK & CO INC | $0 | – | -3,237 | -100.0% | -0.05% | – |
AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -7,000 | -100.0% | -0.06% | – |
EPAM | Exit | EPAM SYS INC | $0 | – | -784 | -100.0% | -0.06% | – |
IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -9,854 | -100.0% | -0.06% | – |
INTC | Exit | INTEL CORP | $0 | – | -8,570 | -100.0% | -0.07% | – |
OKE | Exit | ONEOK INC NEW | $0 | – | -6,801 | -100.0% | -0.07% | – |
BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -8,000 | -100.0% | -0.08% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.08% | – |
MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -10,305 | -100.0% | -0.08% | – |
CG | Exit | CARLYLE GROUP INC | $0 | – | -10,547 | -100.0% | -0.08% | – |
WMB | Exit | WILLIAMS COS INC | $0 | – | -18,845 | -100.0% | -0.09% | – |
WPC | Exit | WP CAREY INC | $0 | – | -7,826 | -100.0% | -0.10% | – |
NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -39,243 | -100.0% | -0.10% | – |
XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -17,166 | -100.0% | -0.11% | – |
APTS | Exit | PREFERRED APT CMNTYS INC | $0 | – | -42,101 | -100.0% | -0.12% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -9,367 | -100.0% | -0.16% | – |
CBTX | Exit | CBTX INC | $0 | – | -126,150 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 36 | Q3 2023 | 9.9% |
BK OF AMERICA CORP | 36 | Q3 2023 | 14.2% |
ISHARES TR | 36 | Q3 2023 | 6.3% |
ISHARES TR | 36 | Q3 2023 | 5.2% |
WELLS FARGO CO NEW COM | 36 | Q3 2023 | 7.3% |
EXXON MOBIL CORP COM | 36 | Q3 2023 | 11.0% |
CITIGROUP INC COM NEW | 36 | Q3 2023 | 4.9% |
CHEVRON CORP NEW COM | 36 | Q3 2023 | 2.3% |
PROCTER & GAMBLE CO | 36 | Q3 2023 | 2.3% |
JPMORGAN CHASE & CO COM | 36 | Q3 2023 | 1.9% |
View Sunbelt Securities, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-14 |
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.