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Stock Style
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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
43
3
6
0
1
0
40
2
6
SUNBELT SECURITIES INC

Time Period2018-12-31

Total Holdings212

Total Value ($x1000)171,658
Activities
New29

Increased82

Unchanged10

Decreased91

Sold Out39

Top 10 Stock Holdingstotal 20.71%
BRK.B2.76

AAPL2.6

HDV2.39

IVW2.03

IVV2.02

 
V1.97

ABBV1.93

PG1.74

AGG1.68

JPM1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
2.76%
CL B NEW
AAPL
2.6%
COM
HDV
2.39%
HIGH DIVIDND ETF
IVW
2.03%
S&P 500 GRWT ETF
IVV
2.02%
CORE S&P500 ETF
V
1.97%
COM CL A
ABBV
1.93%
COM
PG
1.74%
COM
AGG
1.68%
CORE TOTUSBD ETF
JPM
1.59%
COM
CVX
1.57%
COM
SHV
1.49%
SHRT TRS BD ETF
PFE
1.47%
COM
MSFT
1.45%
COM
XOM
1.41%
COM
CSCO
1.39%
COM
AMLP
1.36%
ALERIAN MLP
T
1.3%
COM
VZ
1.26%
COM
VLO
1.23%
COM
KMB
1.2%
COM
AMZN
1.2%
COM
QCOM
1.19%
COM
JNJ
1.18%
COM
HFRO
1.17%
SHS BEN INT
PEP
1.16%
COM
DES
1.11%
SMALLCAP DIVID
KMI
1.07%
COM
DWDP
1.05%
COM
MCD
0.99%
COM
AFIN
0.97%
COM CLASS A
EFV
0.94%
EAFE VALUE ETF
IP
0.88%
COM
AGNC
0.83%
COM
DGRO
0.82%
CORE DIV GRWTH
SPY
0.82%
TR UNIT
WFC
0.77%
COM
ITOT
0.77%
CORE S&P TTL STK
CRM
0.74%
COM
QQQ
0.74%
UNIT SER 1
LUB
0.73%
COM
PYPL
0.71%
COM
KHC
0.71%
COM
IJT
0.67%
SP SMCP600GR ETF
VGK
0.65%
FTSE EUROPE ETF
IJK
0.64%
S&P MC 400GR ETF
GIS
0.64%
COM
BABA
0.64%
SPONSORED ADS
BRG
0.62%
COM CL A
MA
0.62%
CL A
ITA
0.6%
U.S. AER&DEF ETF
DIA
0.6%
UT SER 1
FB
0.57%
CL A
M
0.57%
COM
AMGN
0.56%
COM
TM
0.54%
SP ADR REP2COM
ADP
0.53%
COM
HD
0.52%
COM
BAC
0.5%
COM
BP
0.5%
SPONSORED ADR
IWM
0.49%
RUSSELL 2000 ETF
PBF
0.49%
CL A
ACN
0.49%
SHS CLASS A
GOOGL
0.48%
CAP STK CL A
C
0.47%
COM NEW
WY
0.46%
COM
IDV
0.46%
INTL SEL DIV ETF
SDY
0.45%
S&P DIVID ETF
TGT
0.43%
COM
KO
0.42%
COM
ABT
0.42%
COM
EPD
0.41%
COM
PAYX
0.39%
COM
UNP
0.38%
COM
DFE
0.38%
EUROPE SMCP DV
NVS
0.38%
SPONSORED ADR
BXMT
0.37%
COM CL A
IXUS
0.37%
CORE MSCITOTAL
FNCL
0.37%
MSCI FINLS IDX
IWR
0.36%
RUS MID-CAP ETF
PM
0.36%
COM
ETE
0.35%
COM UT LTD PTN
UJUL
0.34%
S&P 500 ULTRA
SBUX
0.34%
COM
BGS
0.33%
COM
DON
0.33%
MIDCAP DIVI FD
NVO
0.32%
ADR
MO
0.31%
COM
UPS
0.31%
CL B
PCI
0.31%
COM SHS
VUG
0.3%
GROWTH ETF
MDT
0.3%
SHS
UN
0.29%
N Y SHS NEW
NKE
0.29%
CL B
FHLC
0.28%
MSCI HLTH CARE I
APTS
0.28%
COM
DVY
0.28%
SELECT DIVID ETF
D
0.28%
COM
GILD
0.27%
COM
RDS/B
0.27%
SPON ADR B
XLE
0.27%
SBI INT-ENERGY
DHR
0.26%
COM
TJX
0.25%
COM
BEAT
0.25%
COM
HQH
0.25%
SH BEN INT
XLV
0.25%
SBI HEALTHCARE
HRL
0.24%
COM
COP
0.24%
COM
VTV
0.24%
VALUE ETF
GOOG
0.24%
CAP STK CL C
FTEC
0.24%
MSCI INFO TECH I
JCP
0.24%
COM
SO
0.23%
COM
NXPI
0.23%
COM
XHE
0.23%
HLTH CR EQUIP
LUV
0.23%
COM
ADI
0.23%
COM
IEMG
0.23%
CORE MSCI EMKT
WMT
0.23%
COM
SHW
0.23%
COM
BIV
0.23%
INTERMED TERM
AAL
0.22%
COM
ROKU
0.22%
CL A
LOW
0.22%
COM
IWF
0.22%
RUS 1000 GRW ETF
USMV
0.22%
USA MIN VOL ETF
ZTS
0.22%
CL A
PBCT
0.22%
COM
TXN
0.21%
COM
SMRT
0.21%
COM
FQAL
0.21%
QLTY FCTOR ETF
ADBE
0.21%
COM
SPYG
0.21%
S&P 500 GROWTH
AJG
0.21%
COM
RTN
0.21%
COM NEW
MCHP
0.2%
COM
PFF
0.2%
U.S. PFD STK ETF
HPQ
0.2%
COM
CNI
0.2%
COM
UNH
0.19%
COM
IJR
0.19%
CORE S&P SCP ETF
IEFA
0.19%
CORE MSCI EAFE
MPLX
0.19%
COM UNIT REP LTD
SPHD
0.19%
S&P500 HDL VOL
INTC
0.19%
COM
XLF
0.19%
SBI INT-FINL
IWD
0.19%
RUS 1000 VAL ETF
AIEQ
0.18%
AI POWERED EQT
TTC
0.18%
COM
IHI
0.18%
U.S. MED DVC ETF
QYLD
0.18%
NASDAQ 100 COVER
RODM
0.18%
DEV MK X US ST
EEM
0.18%
MSCI EMG MKT ETF
EFA
0.18%
MSCI EAFE ETF
SCZ
0.17%
EAFE SML CP ETF
DVN
0.17%
COM
AEP
0.17%
COM
EPI
0.17%
INDIA ERNGS FD
BZUN
0.17%
SPONSORED ADR
VGT
0.17%
INF TECH ETF
EMR
0.17%
COM
BMY
0.17%
COM
MU
0.16%
COM
IJH
0.16%
CORE S&P MCP ETF
WPC
0.16%
COM
IYW
0.16%
U.S. TECH ETF
IGV
0.16%
NA TEC-SFTWR ETF
CREE
0.16%
COM
FDLO
0.15%
LOW VOLITY ETF
KEY
0.15%
COM
IYJ
0.15%
U.S. INDS ETF
XOP
0.15%
S&P OILGAS EXP
CBS
0.15%
CL B
LAG
0.15%
BRCLYS AGG ETF
USB
0.15%
COM NEW
L
0.15%
COM
FXR
0.15%
INDLS PROD DUR
QQEW
0.15%
SHS
ARCC
0.14%
COM
HYLS
0.14%
FIRST TR TA HIYL
FV
0.14%
DORSEY WRT 5 ETF
FUTY
0.14%
MSCI UTILS INDEX
QABA
0.14%
UT COM SHS ETF
VOO
0.14%
SHS
JCO
0.13%
COM
CMCSA
0.13%
CL A
BLK
0.13%
COM
MMM
0.13%
COM
MS
0.13%
COM NEW
SON
0.13%
COM
FDRR
0.13%
DIVID ETF RISI
XLB
0.13%
SBI MATERIALS
F
0.13%
COM PAR $0.01
XLK
0.13%
TECHNOLOGY
ADM
0.13%
COM
NFLX
0.12%
COM
FSIC
0.12%
COM
HES
0.12%
COM
GLW
0.12%
COM
JEF
0.12%
COM
IJJ
0.12%
S&P MC 400VL ETF
NEA
0.09%
COM
ISD
0.09%
COM
KMF
0.08%
COM
VER
0.07%
COM
SNAP
0.04%
CL A
CLNY
0.04%
CL A COM
NRT
0.03%
SH BEN INT
TGA
0.03%
COM
AMID
0.03%
COM UNITS
DNR
0.02%
COM NEW
SN
< 0.01%
COM
LMT
0.54%
COM
COST
0.44%
COM
BA
0.36%
COM
HON
0.29%
COM
VFH
0.26%
FINANCIALS ETF
FDS
0.26%
COM
FDX
0.26%
COM
HRS
0.25%
COM
EL
0.24%
CL A
NVDA
0.24%
COM
MDY
0.23%
UTSER1 S&PDCRP
UTX
0.22%
COM
SOXX
0.21%
PHLX SEMICND ETF
IYY
0.2%
DOW JONES US ETF
DIS
0.17%
COM DISNEY
QYLD
0.17%
HORIZONS NASDAQ
FEP
0.15%
EUROPE ALPHA
XBI
0.15%
S&P BIOTECH
TREE
0.14%
COM
VTI
0.14%
TOTAL STK MKT
PNC
0.14%
COM
AGN
0.14%
SHS
SLB
0.14%
COM
IGE
0.13%
NA NAT RES
IYF
0.13%
U.S. FINLS ETF
BOND
0.13%
TOTL RETN ETF
CTL
0.13%
COM
HEDJ
0.12%
EUROPE HEDGED EQ
GLNG
0.12%
SHS
FDMO
0.12%
MOMENTUM FACTR
KRE
0.12%
S&P REGL BKG
IHF
0.12%
US HLTHCR PR ETF
IWO
0.12%
RUS 2000 GRW ETF
IAT
0.11%
US REGNL BKS ETF
ENB
0.11%
COM
LYB
0.11%
SHS - A -
DEO
0.11%
SPON ADR NEW
IYZ
0.11%
U.S. TELECOM ETF
GE
0.07%
COM