Sunbelt Securities, Inc.
CIK 1632932 · Holdings on Dec 31, 2024 · First reported Feb 18, 2025
Top ten holdings
Q4 2024- EXMOC7.50%
- NVDA4.25%
- MSFT2.64%
- AAPL2.63%
- IVV1.90%
- AMZN1.78%
- SCHG1.67%
- IVW1.63%
- AVGO1.52%
- TSLA1.30%
Share classes counted separately26.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EXMOCWeight increased · +5.77 pp1.73% → 7.50%Shares +654.12K (+433.90%)
- MSFTWeight increased · +0.93 pp1.71% → 2.64%Shares +29.82K (+73.48%)
- TSLAWeight increased · +0.77 pp0.53% → 1.30%Shares +14.53K (+70.23%)
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 | EXMOCEXXON MOBIL CORPStock View history and evidence | $85.12M | 7.50% | 804.88K shares | 1.73% → 7.50%+5.77 pp +654.12K (+433.90%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORPStock View history and evidence | $48.24M | 4.25% | 350.84K shares | 4.07% → 4.25%+0.18 pp +9.18K (+2.69%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORPStock View history and evidence | $29.91M | 2.64% | 70.41K shares | 1.71% → 2.64%+0.93 pp +29.82K (+73.48%) | Added | ↗▾ |
| 04 | AAPLAPPLE INCStock View history and evidence | $29.84M | 2.63% | 118.30K shares | 2.64% → 2.63%-0.01 pp +2.81K (+2.43%) | Added | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $21.59M | 1.90% | 36.54K shares | 2.15% → 1.90%-0.25 pp -1.43K (-3.77%) | Reduced | ↗▾ |
| 06 | AMZNAMAZON.COM INCStock View history and evidence | $20.21M | 1.78% | 91.32K shares | 1.67% → 1.78%+0.11 pp -248 (-0.27%) | Reduced | ↗▾ |
| 07 | SCHGSCHWAB US LARGE-CAP GROWTHETF View history and evidence | $18.90M | 1.67% | 671.58K shares | 1.89% → 1.67%-0.22 pp +486.20K (+262.27%) | Added | ↗▾ |
| 08 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $18.52M | 1.63% | 180.83K shares | 1.72% → 1.63%-0.09 pp -2.69K (-1.46%) | Reduced | ↗▾ |
| 09 | AVGOBROADCOM INCStock View history and evidence | $17.20M | 1.52% | 73.02K shares | 1.23% → 1.52%+0.29 pp +185 (+0.25%) | Added | ↗▾ |
| 10 | TSLATESLA INCStock View history and evidence | $14.70M | 1.30% | 35.22K shares | 0.53% → 1.30%+0.77 pp +14.53K (+70.23%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 150
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IAK ISHARES U.S. INSURANCE ETF | Non-derivative | -4,020 | -$518.75K | SEC filing ↗ | SEC filing ↗ |
| ENZL ISHARES MSCI NEW ZEALAND ETF | Non-derivative | -9,325 | -$460.80K | SEC filing ↗ | SEC filing ↗ |
| IBDP ISHARES IBONDS DEC 2024 TERM | Non-derivative | -13,532 | -$341.14K | SEC filing ↗ | SEC filing ↗ |
3 / 150 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1135018795
}Research all 1,815 reported holdings.
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