account_balance

Investment manager · 13F filer · SEC CIK 1632932

Sunbelt Securities, Inc.

Reported value$1.58Bas of Mar 31, 2026

Positions2,954

Top 10 weight30.0%XOM alone is 14%

FiledMay 1848 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

XOMExxonMobil Holdings Corp

NVDANVIDIA Corp

AAPLApple Inc.

MSFTMicrosoft Corp

AVGOBroadcom Inc.

IAUiShares Gold Trust

QQQInvesco QQQ Trust Series I

1.4%

SCHGSchwab U.S. Large-Cap Growth ETF

1.4%

IVWiShares S&P 500 Growth ETF

1.3%

IVViShares Core S&P 500 ETF

1.3%

BPREBluerock Private Real Estate Fund

BOXXAlpha Architect 1-3 Month Box ETF

1.2%

XOMExxonMobil Holdings Corp

NVDANVIDIA Corp

AAPLApple Inc.

MSFTMicrosoft Corp

AVGO1.6%IAU1.4%

QQQ1.4%

SCHG1.4%

IVW1.3%

IVV1.3%

BOXX1.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

XOM ExxonMobil Holdings Corp 14.5% NVDA NVIDIA Corp 3.3% AAPL Apple Inc. 2.0% MSFT Microsoft Corp 1.8% AVGO Broadcom Inc. 1.6% IAU iShares Gold Trust 1.4%

QQQ Invesco QQQ Trust Series I 1.4%

SCHG Schwab U.S. Large-Cap Growth ETF 1.4%

IVW iShares S&P 500 Growth ETF 1.3%

IVV iShares Core S&P 500 ETF 1.3%

BPRE Bluerock Private Real Estate Fund 1.2%

BOXX Alpha Architect 1-3 Month Box ETF 1.2%