Sunbelt Securities, Inc. [Rocket]

Holdings

Sunbelt Securities, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Apple Inc.	AAPL	Common	98,105	-952	15,928,365,000	3,057,879,000	2.56	0.00	Hist	03/31/2023
iSHARES TRUST	IVV	Common	36,880	-28	14,950,878,000	770,464,000	2.40		Hist	03/31/2023
ENCORE WIRE CORP	WIRE	Common	80,674	-1,500	14,748,014,000	3,444,159,000	2.37	0.44	Hist	03/31/2023
ISHARES GOLD TRUST	IAU	Common	335,880	22,182	12,619,012,000	1,768,198,000	2.03		Hist	03/31/2023
MICROSOFT CORP	MSFT	Common	41,766	13,935	11,863,752,000	5,189,303,000	1.91	0.00	Hist	03/31/2023
iSHARES TRUST	IVW	S&P500 GRW	175,784	13,060	11,069,090,000	1,549,721,000	1.78		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	137,764	17,370	8,826,511,000	2,137,427,000	1.42		Hist	03/31/2023
AMAZON COM INC	AMZN	Common	85,868	10,070	8,758,536,000	2,391,504,000	1.41		Hist	03/31/2023
EXXON MOBIL CORP	XOM	Common	72,769	819	7,967,464,000	31,389,000	1.28	0.00	Hist	03/31/2023
VISA INC.	V	CL A	32,259	-1,490	7,173,184,000	161,414,000	1.15	0.00	Hist	03/31/2023
iSHARES TRUST	TIP	Common	64,897	60,604	7,119,195,000	6,662,297,000	1.14		Hist	03/31/2023
AbbVie Inc.	ABBV	COM	43,535	3,493	6,874,989,000	403,723,000	1.11		Hist	03/31/2023
NVIDIA CORP	NVDA	Common	23,374	-9,733	6,400,633,000	1,562,386,000	1.03	0.00	Hist	03/31/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	18,977	2,170	5,990,688,000	1,515,301,000	0.96		Hist	03/31/2023
iSHARES TRUST	IVE	Common	38,445	4,356	5,756,701,000	811,424,000	0.93		Hist	03/31/2023
Schwab US Dividend Equity ETF	SCHD	ETF	78,982	78,982	5,710,417,000	5,710,417,000	0.92		Hist	03/31/2023
JOHNSON & JOHNSON	JNJ	Common	34,938	-1,865	5,360,567,000	-1,140,711,000	0.86		Hist	03/31/2023
Alphabet Inc.	GOOGL	COM	53,026	2,865	5,349,793,000	924,088,000	0.86		Hist	03/31/2023
CHEVRON CORP	CVX	Common	32,112	4,490	5,214,668,000	256,748,000	0.84	0.00	Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	79,738	-245	5,163,032,000	-117,470,000	0.83		Hist	03/31/2023
SPDR S&P 500 ETF TRUST	SPY	Common	12,385	1,768	5,000,024,000	939,797,000	0.80		Hist	03/31/2023
DGROYAL, LLC	DGRO	ETF	96,775	-5,718	4,782,639,000	-342,026,000	0.77		Hist	03/31/2023
iSHARES TRUST	IEFA	Common	66,855	975	4,448,536,000	387,706,000	0.72		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHM	Common	65,841	3,626	4,388,989,000	307,070,000	0.71		Hist	03/31/2023
VALERO ENERGY CORP/TX	VLO	Common	31,720	2,908	4,346,217,000	691,151,000	0.70	0.01	Hist	03/31/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	101,558	6,110	4,175,048,000	308,431,000	0.67		Hist	03/31/2023
iSHARES TRUST	IEUR	Common	79,963	1,839	4,174,085,000	463,180,000	0.67		Hist	03/31/2023
FIDELITY FREEDOM 2020	FQAL	ETF	86,464	86,464	4,047,567,000	4,047,567,000	0.65		Hist	03/31/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	41,566	748	3,945,865,000	82,806,000	0.63		Hist	03/31/2023
iSHARES TRUST	IJK	Common	53,577	-4,791	3,770,226,000	-216,302,000	0.61		Hist	03/31/2023
JPMORGAN CHASE & CO	JPM	Common	28,087	2,430	3,616,210,000	175,597,000	0.58		Hist	03/31/2023
ENTERPRISE PRODUCTS PARTNERS L.P.	EPD	Common	139,948	11,492	3,603,653,000	505,305,000	0.58	0.01	Hist	03/31/2023
Broadcom Ltd	AVGO	COM	5,564	414	3,526,501,000	647,244,000	0.57		Hist	03/31/2023
PEPSICO INC	PEP	Common	19,500	1,314	3,526,268,000	240,861,000	0.57		Hist	03/31/2023
iSHARES TRUST	IJT	S&P SMLCP Grow	31,821	-2,428	3,441,451,000	-259,814,000	0.55		Hist	03/31/2023
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