Sunbelt Securities, Inc.
CIK 1632932 · Holdings on Mar 31, 2024 · First reported Apr 15, 2024
Top ten holdings
Q1 2024- NVDA3.57%
- WIRE2.66%
- IVV2.24%
- AAPL2.12%
- MSFT1.90%
- SCHG1.80%
- IVW1.70%
- AMZN1.68%
- EXMOC1.48%
- BALT1.23%
Share classes counted separately20.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.92 pp1.65% → 3.57%Shares +8.90K (+33.57%)
- IAUWeight decreased · -0.68 pp1.88% → 1.20%Shares -127.72K (-33.36%)
- GFEBWeight increased · +0.67 pp0.01% → 0.68%Shares +173.84K (+5149.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPStock View history and evidence | $32.00M | 3.57% | 35.42K shares | 1.65% → 3.57%+1.92 pp +8.90K (+33.57%) | Added | ↗▾ |
| 02 | WIREENCORE WIRE CORPStock View history and evidence | $23.85M | 2.66% | 90.77K shares | 2.50% → 2.66%+0.16 pp -2.00K (-2.16%) | Reduced | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $20.04M | 2.24% | 38.12K shares | 2.43% → 2.24%-0.19 pp -2.21K (-5.48%) | Reduced | ↗▾ |
| 04 | AAPLAPPLE INCStock View history and evidence | $19.01M | 2.12% | 110.83K shares | 2.27% → 2.12%-0.15 pp +17.11K (+18.25%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORPStock View history and evidence | $16.99M | 1.90% | 40.40K shares | 1.81% → 1.90%+0.09 pp +2.14K (+5.59%) | Added | ↗▾ |
| 06 | SCHGSCHWAB US LARGE-CAP GROWTHETF View history and evidence | $16.13M | 1.80% | 173.97K shares | 1.84% → 1.80%-0.04 pp -1.69K (-0.96%) | Reduced | ↗▾ |
| 07 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $15.25M | 1.70% | 180.57K shares | 1.79% → 1.70%-0.09 pp -9.22K (-4.86%) | Reduced | ↗▾ |
| 08 | AMZNAMAZON.COM INCStock View history and evidence | $15.07M | 1.68% | 83.52K shares | 1.69% → 1.68%-0.01 pp -4.69K (-5.31%) | Reduced | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORPStock View history and evidence | $13.27M | 1.48% | 114.16K shares | 1.58% → 1.48%-0.10 pp -11.15K (-8.90%) | Reduced | ↗▾ |
| 10 | BALTINN DEFINED WEALTH SHIELDETF View history and evidence | $11.03M | 1.23% | 376.92K shares | 1.16% → 1.23%+0.07 pp +54.71K (+16.98%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 81
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWY ISHARES RUSSELL TOP 200 GROW | Non-derivative | -5,391 | -$944.59K | SEC filing ↗ | SEC filing ↗ |
| SMIN ISHARES MSCI INDIA SMALL-CAP | Non-derivative | -7,266 | -$507.09K | SEC filing ↗ | SEC filing ↗ |
| EWZ ISHARES MSCI BRAZIL ETF | Non-derivative | -7,102 | -$248.29K | SEC filing ↗ | SEC filing ↗ |
3 / 81 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1632932 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 896382194
}Research all 1,736 reported holdings.
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