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Sunbelt Securities, Inc.

Q4 2025 Holdings

Filed 2026-02-20 | 2784 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Simon Ppty Group Inc New COM(SPG)REIT828806109$667.9K3,6080.0%
Avantis U.S. Equity ETF(AVUS)ETF025072885$668.0K5,9760.0%
FT Vest U.S. Equity Buffer Fund - MAY(FMAY)ETF33740F748$670.1K12,5370.0%
Schwab International Equity ETF(SCHF)ETF808524805$673.5K28,0170.0%
Ishares Morningstar Growth ETF(ILCG)ETF464287119$679.7K6,5330.0%
Global X Nasdaq 100 Covered Call ETF(QYLD)ETF37954Y483$681.8K38,5880.0%
Innovator U.S. Small Cap Power Buffer ETF - April(KAPR)ETF45782C342$683.0K19,4430.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$687.2K3,2090.0%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$704.5K7,0180.0%
Innovator Premium Income 20 Barrier ETF - January(JANH)ETF45783Y657$705.6K28,6420.0%
Ishares International Select Dividend ETF(IDV)ETF464288448$706.4K17,9050.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$713.2K3,4170.0%
Phillips 66 COM(PSX)Stock718546104$713.3K5,5270.0%
Applied Matls Inc COM(AMAT)Stock038222105$713.8K2,7770.0%
Fidelity Msci Utilities Index ETF(FUTY)ETF316092865$716.0K12,9650.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$718.1K13,3130.0%
Fastly Inc CL A(FSLY)Stock31188V100$721.4K70,8680.0%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$723.2K3,6410.0%
Kensington Hedged Premium Income ETF(KHPI)ETF56167N183$723.5K28,1970.0%
Brown & Brown Inc COM(BRO)Stock115236101$735.8K9,2320.0%
Fidelity Total Bond ETF(FBND)ETF316188309$740.0K16,0730.0%
D R Horton Inc COM(DHI)Stock23331A109$746.2K5,1810.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$748.1K25,0270.0%
Kimberly-Clark Corp COM(KMB)Stock494368103$754.0K7,4740.1%
Ishares U.S. Healthcare ETF(IYH)ETF464287762$775.7K11,9160.1%
Innovator Premium Income 30 Barrier ETF - October(OCTJ)ETF45783Y491$778.1K32,4810.1%
Nucor Corp COM(NUE)Stock670346105$778.4K4,7720.1%
Ishares Flexible Income Active ETF(BINC)ETF092528603$781.5K14,8100.1%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF(QDPL)ETF69374H436$782.9K18,4310.1%
Adobe Inc COM(ADBE)Stock00724F101$786.3K2,2470.1%
Capital Southwest Corp COM(CSWC)CEF140501107$786.3K35,5000.1%
Easterly Govt Pptys Inc COM SHS(DEA)REIT27616P301$787.7K37,1710.1%
Thrivent Small-Mid Cap Equity ETF(TSME)ETF88588G109$787.8K18,9200.1%
Alerian MLP ETF(AMLP)ETF00162Q452$788.1K16,7620.1%
Starbucks Corp COM(SBUX)Stock855244109$789.5K9,3760.1%
Innovator U.S. Equity Accelerated Plus ETF - October(XTOC)ETF45783Y830$791.4K23,6400.1%
Innovator Nasdaq-100 Power Buffer ETF- October(NOCT)ETF45782C615$794.5K13,7180.1%
Coterra Energy Inc COM(CTRA)Stock127097103$800.2K30,4010.1%
Ishares U.S. Utilities ETF(IDU)ETF464287697$801.3K7,3950.1%
Wisdomtree U.S. Efficient Core Fund(NTSX)ETF97717Y790$806.2K14,7090.1%
Ishares Dynamic Equity Active ETF(BDYN)ETF09290C723$811.1K31,6720.1%
Corebridge Finl Inc COM(CRBG)Stock21871X109$811.7K26,9040.1%
Ishares U.S. Financials ETF(IYF)ETF464287788$825.2K6,4000.1%
Citigroup Inc COM New(C)Stock172967424$833.3K7,1410.1%
Gallagher Arthur J & Co COM(AJG)Stock363576109$833.9K3,2220.1%
Invesco S&P 500 Quality ETF(SPHQ)ETF46137V241$836.2K11,1430.1%
Fidelity Enhanced Mid Cap ETF(FMDE)ETF31609A503$836.9K23,0030.1%
Zscaler Inc COM(ZS)Stock98980G102$844.6K3,7550.1%
NXP Semiconductors N V COM(NXPI)StockN6596X109$849.1K3,9120.1%
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$850.7K27,4790.1%
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