Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
4
4
2
2
0
45
3
5
SUNBELT SECURITIES INC

Time Period2019-03-31

Total Holdings229

Total Value ($x1000)200,022
Activities
New40

Increased99

Unchanged19

Decreased71

Sold Out23

Top 10 Stock Holdingstotal 19.72%
AAPL2.59

BRK.B2.34

HDV2.23

IVW2.05

V1.96

 
IVV1.8

CVX1.76

PG1.71

AGG1.67

ITOT1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
2.59%
COM
BRK.B
2.34%
CL B NEW
HDV
2.23%
HIGH DIVIDND ETF
IVW
2.05%
S&P 500 GRWT ETF
V
1.96%
COM CL A
IVV
1.8%
CORE S&P500 ETF
CVX
1.76%
COM
PG
1.71%
COM
AGG
1.67%
CORE TOTUSBD ETF
ITOT
1.61%
CORE S&P TTL STK
JPM
1.52%
COM
CSCO
1.46%
COM
ABBV
1.46%
COM
MSFT
1.44%
COM
AMLP
1.34%
ALERIAN MLP
XOM
1.31%
COM
T
1.31%
COM
SHV
1.3%
SHRT TRS BD ETF
VLO
1.26%
COM
PFE
1.24%
COM
KMI
1.21%
COM
AMZN
1.19%
COM
VZ
1.16%
COM
KMB
1.12%
COM
PEP
1.11%
COM
DES
1.07%
SMALLCAP DIVID
QCOM
1.05%
COM
QQQ
0.94%
UNIT SER 1
SPY
0.94%
TR UNIT
JNJ
0.92%
COM
AFIN
0.9%
COM CLASS A
MCD
0.88%
COM
EFV
0.87%
EAFE VALUE ETF
CRM
0.86%
COM
IP
0.85%
COM
PYPL
0.76%
COM
LUB
0.76%
COM
DGRO
0.74%
CORE DIV GRWTH
AGNC
0.74%
COM
DWDP
0.72%
COM
UPS
0.7%
CL B
GIS
0.69%
COM
AMGN
0.69%
COM
HFRO
0.68%
SHS BEN INT
MA
0.67%
CL A
IJT
0.66%
SP SMCP600GR ETF
BABA
0.65%
SPONSORED ADS
IJK
0.63%
S&P MC 400GR ETF
DIA
0.63%
UT SER 1
ITA
0.6%
U.S. AER&DEF ETF
VGK
0.57%
FTSE EUROPE ETF
ADP
0.55%
COM
BRG
0.55%
COM CL A
WFC
0.54%
COM
ACN
0.54%
SHS CLASS A
FB
0.52%
CL A
HD
0.5%
COM
WMT
0.48%
COM
KHC
0.47%
COM
TM
0.47%
SP ADR REP2COM
D
0.47%
COM
GOOGL
0.46%
CAP STK CL A
RODM
0.46%
DEV MK X US ST
IWM
0.45%
RUSSELL 2000 ETF
TGT
0.45%
COM
SDY
0.44%
S&P DIVID ETF
WY
0.42%
COM
PAYX
0.42%
COM
EPD
0.41%
COM
PBF
0.4%
CL A
PM
0.4%
COM
UNP
0.4%
COM
IDV
0.39%
INTL SEL DIV ETF
C
0.39%
COM NEW
ABT
0.39%
COM
NVS
0.39%
SPONSORED ADR
BAC
0.39%
COM
BA
0.38%
COM
KO
0.37%
COM
M
0.36%
COM
IXUS
0.36%
CORE MSCITOTAL
ETE
0.35%
COM UT LTD PTN
DFE
0.34%
EUROPE SMCP DV
BP
0.34%
SPONSORED ADR
LMT
0.34%
COM
NVO
0.33%
ADR
SBUX
0.33%
COM
VUG
0.33%
GROWTH ETF
UNH
0.32%
COM
DON
0.31%
MIDCAP DIVI FD
MO
0.3%
COM
FHLC
0.3%
MSCI HLTH CARE I
IGV
0.3%
NA TEC-SFTWR ETF
UN
0.29%
N Y SHS NEW
MDT
0.28%
SHS
NKE
0.28%
CL B
PCI
0.27%
COM SHS
NFLX
0.27%
COM
RTN
0.27%
COM NEW
CELG
0.27%
COM
DVY
0.27%
SELECT DIVID ETF
RDS/B
0.26%
SPON ADR B
APTS
0.26%
COM
NVDA
0.26%
COM
XOP
0.26%
S&P OILGAS EXP
XLE
0.26%
SBI INT-ENERGY
GILD
0.26%
COM
EL
0.26%
CL A
TJX
0.26%
COM
ADI
0.25%
COM
FDS
0.25%
COM
COST
0.24%
COM
SO
0.24%
COM
NXPI
0.24%
COM
SOXX
0.24%
PHLX SEMICND ETF
HQH
0.24%
SH BEN INT
GOOG
0.24%
CAP STK CL C
FNCL
0.24%
MSCI FINLS IDX
LOW
0.23%
COM
SPYG
0.23%
S&P 500 GROWTH
COP
0.23%
COM
BEAT
0.23%
COM
ARCC
0.23%
COM
ZTS
0.23%
CL A
IHI
0.22%
U.S. MED DVC ETF
HRL
0.22%
COM
HON
0.22%
COM
USMV
0.22%
USA MIN VOL ETF
ADBE
0.22%
COM
SHW
0.21%
COM
MCHP
0.21%
COM
CNI
0.21%
COM
MED
0.21%
COM
FQAL
0.21%
QLTY FCTOR ETF
IEMG
0.21%
CORE MSCI EMKT
LUV
0.21%
COM
FDX
0.2%
COM
IWF
0.2%
RUS 1000 GRW ETF
IYJ
0.2%
U.S. INDS ETF
BZUN
0.2%
SPONSORED ADR
SPHD
0.2%
S&P500 HDL VOL
AJG
0.2%
COM
TXN
0.2%
COM
TTC
0.2%
COM
IJR
0.2%
CORE S&P SCP ETF
DNR
0.2%
COM NEW
UTX
0.19%
COM
IJH
0.19%
CORE S&P MCP ETF
AAL
0.19%
COM
IWD
0.18%
RUS 1000 VAL ETF
MU
0.18%
COM
CREE
0.18%
COM
HRS
0.18%
COM
BGS
0.18%
COM
VEEV
0.18%
CL A COM
QYLD
0.17%
NASDAQ 100 COVER
FUTY
0.17%
MSCI UTILS INDEX
EEM
0.17%
MSCI EMG MKT ETF
VGT
0.17%
INF TECH ETF
SMRT
0.17%
COM
XLF
0.17%
SBI INT-FINL
IYY
0.17%
DOW JONES US ETF
IYW
0.17%
U.S. TECH ETF
PFG
0.17%
COM
IYH
0.16%
US HLTHCARE ETF
EPI
0.16%
INDIA ERNGS FD
FDLO
0.16%
LOW VOLITY ETF
EFA
0.16%
MSCI EAFE ETF
JD
0.16%
SPON ADR CL A
EMR
0.16%
COM
INTC
0.16%
COM
CBS
0.15%
CL B
TLT
0.15%
20+ YR TR BD ETF
VTV
0.15%
VALUE ETF
BIV
0.15%
INTERMED TERM
AVGO
0.15%
COM
VOO
0.15%
SHS
FXR
0.15%
INDLS PROD DUR
KEY
0.15%
COM
PFF
0.14%
U.S. PFD STK ETF
FV
0.14%
DORSEY WRT 5 ETF
USB
0.14%
COM NEW
LAG
0.14%
BRCLYS AGG ETF
FTEC
0.14%
MSCI INFO TECH I
L
0.13%
COM
CMCSA
0.13%
CL A
BMY
0.13%
COM
MDY
0.13%
UTSER1 S&PDCRP
SON
0.13%
COM
HYLS
0.13%
FIRST TR TA HIYL
FDRR
0.13%
DIVID ETF RISI
XBI
0.13%
S&P BIOTECH
QABA
0.13%
UT COM SHS ETF
XLK
0.13%
TECHNOLOGY
AEP
0.13%
COM
VIG
0.12%
DIV APP ETF
F
0.12%
COM PAR $0.01
AGN
0.12%
SHS
MS
0.12%
COM NEW
BLK
0.12%
COM
FSIC
0.12%
COM
CCI
0.12%
COM
SQ
0.12%
CL A
IWO
0.12%
RUS 2000 GRW ETF
MMM
0.12%
COM
BOND
0.12%
TOTL RETN ETF
FENY
0.12%
MSCI ENERGY IDX
DEO
0.12%
SPON ADR NEW
GLW
0.12%
COM
XLV
0.12%
SBI HEALTHCARE
ADM
0.11%
COM
DIS
0.11%
COM DISNEY
ENB
0.11%
COM
JEF
0.11%
COM
IYF
0.11%
U.S. FINLS ETF
ITB
0.11%
US HOME CONS ETF
SHY
0.11%
1-3 YR TR BD ETF
FEP
0.11%
EUROPE ALPHA
PNC
0.1%
COM
IHF
0.1%
US HLTHCR PR ETF
IYZ
0.1%
U.S. TELECOM ETF
IAU
0.1%
ISHARES
KMF
0.09%
COM
NEA
0.09%
COM
SNAP
0.08%
CL A
VER
0.06%
COM
CLNY
0.04%
CL A COM
NRT
0.03%
SH BEN INT
TGA
0.02%
COM
BXMT
0.37%
COM CL A
IWR
0.36%
RUS MID-CAP ETF
UJUL
0.34%
S&P 500 ULTRA
DHR
0.26%
COM
JCP
0.24%
COM
XHE
0.23%
HLTH CR EQUIP
ROKU
0.22%
CL A
PBCT
0.22%
COM
HPQ
0.2%
COM
IEFA
0.19%
CORE MSCI EAFE
MPLX
0.19%
COM UNIT REP LTD
AIEQ
0.18%
AI POWERED EQT
SCZ
0.17%
EAFE SML CP ETF
DVN
0.17%
COM
WPC
0.16%
COM
QQEW
0.15%
SHS
JCO
0.13%
COM
XLB
0.13%
SBI MATERIALS
HES
0.12%
COM
IJJ
0.12%
S&P MC 400VL ETF
ISD
0.09%
COM
AMID
0.03%
COM UNITS
SN
< 0.01%
COM