Sunbelt Securities, Inc.
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| EXXON MOBIL CORP | $164.65M | 11.0% |
| NVIDIA Corp | $63.00M | 4.2% |
| MICROSOFT CORP | $36.63M | 2.4% |
| Apple Inc. | $34.05M | 2.3% |
| Broadcom Inc. | $28.12M | 1.9% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | $23.71M | 1.6% |
| INVESCO QQQ TRUST SERIES I | $23.42M | 1.6% |
| ISHARES S&P 500 GROWTH ETF | $22.42M | 1.5% |
| ISHARES GOLD TRUST | $21.28M | 1.4% |
| ISHARES CORE S&P 500 ETF | $20.50M | 1.4% |
| Amazon.com Inc | $20.12M | 1.3% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | $19.76M | 1.3% |
| Palantir Technologies Inc | $16.67M | 1.1% |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | $15.86M | 1.1% |
| Bluerock Private Real Estate FundBPRE | $15.37M | 1.0% |
| INNOVATOR DEFINED WEALTH SHIELD ETF | $15.34M | 1.0% |
| Alphabet Inc. | $13.17M | 0.9% |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $12.74M | 0.8% |
| SCHWAB U.S. LARGE-CAP VALUE ETF | $12.09M | 0.8% |
| Alphabet Inc. | $11.95M | 0.8% |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $11.90M | 0.8% |
| Tesla Inc | $10.82M | 0.7% |
| Warren E. Buffett | $10.34M | 0.7% |
| ISHARES CORE MSCI EAFE ETF | $10.32M | 0.7% |
| Meta Platforms Inc | $10.25M | 0.7% |
| ISHARES S&P 500 VALUE ETF | $10.22M | 0.7% |
| PROCTER & GAMBLE Co | $9.58M | 0.6% |
| INNOVATOR BUFFER STEP-UP STRATEGY ETF | $9.24M | 0.6% |
| AbbVie Inc. | $9.23M | 0.6% |
| SCHWAB U.S. SMALL-CAP ETF | $9.05M | 0.6% |
| CAPITAL GROUP CORE EQUITY ETF | $8.90M | 0.6% |
| Visa Inc | $8.69M | 0.6% |
| SCHWAB U.S. MID-CAP ETF | $8.59M | 0.6% |
| JPMORGAN CHASE & CO | $8.49M | 0.6% |
| JOHNSON & JOHNSON | $8.46M | 0.6% |
| ISHARES CORE DIVIDEND GROWTH ETF | $8.45M | 0.6% |
| FIDELITY QUALITY FACTOR ETF | $8.30M | 0.6% |
| Merck & Co., Inc. | $8.08M | 0.5% |
| COCA COLA CO | $7.47M | 0.5% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $7.29M | 0.5% |
| SCHWAB US DIVIDEND EQUITY ETF | $7.20M | 0.5% |
| ISHARES CORE S&P SMALL CAP ETF | $7.07M | 0.5% |
| Walmart Inc. | $6.36M | 0.4% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | $6.22M | 0.4% |
| iShares MSCI UAE ETF | $5.85M | 0.4% |
| JANUS HENDERSON AAA CLO ETF | $5.70M | 0.4% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | $5.59M | 0.4% |
| Philip Morris International Inc. | $5.53M | 0.4% |
| STATE STREET SPDR S&P DIVIDEND ETF | $5.51M | 0.4% |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | $5.12M | 0.3% |