- New Purchases: IAU, BJAN, FQAL, TSJA, NTSX, FENY, AVUS, DJUN, MLPA, IRBO, FMAT, QPT, IJAN, PXI, FJUN, OMFL, IFRA, FDRR, RFG, FSTA, FVAL, PFI, JHMA, VFVA, XDAP, FDVV, EJAN, BJUL, BAUG, BAPR, FDHY, DNOV, BMAR, XBAP, BRSP, OUST, DBRG, INDA,
- Reduced Positions: NVDA,
- Sold Out: 41W0, 6CL0,
For the details of Sunbelt Securities, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/sunbelt+securities%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Sunbelt Securities, Inc.- Apple Inc (AAPL) - 124,861 shares, 3.30% of the total portfolio.
- Amazon.com Inc (AMZN) - 3,216 shares, 2.07% of the total portfolio.
- iShares Gold Trust (IAU) - 311,919 shares, 1.94% of the total portfolio. New Position
- Innovator U.S. Equity Buffer ETF - January (BJAN) - 294,261 shares, 1.90% of the total portfolio. New Position
- iShares Core S&P 500 ETF (IVV) - 22,868 shares, 1.79% of the total portfolio.
Sunbelt Securities, Inc. initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $35.240000. The impact to a portfolio due to this purchase was 1.94%. The holding were 311,919 shares as of 2021-09-30.
New Purchase: Innovator U.S. Equity Buffer ETF - January (BJAN)Sunbelt Securities, Inc. initiated holding in Innovator U.S. Equity Buffer ETF - January. The purchase prices were between $35.57 and $36.55, with an estimated average price of $36.22. The stock is now traded at around $37.080000. The impact to a portfolio due to this purchase was 1.9%. The holding were 294,261 shares as of 2021-09-30.
New Purchase: Fidelity Quality Factor ETF (FQAL)Sunbelt Securities, Inc. initiated holding in Fidelity Quality Factor ETF. The purchase prices were between $49.26 and $52.54, with an estimated average price of $51.16. The stock is now traded at around $55.050000. The impact to a portfolio due to this purchase was 0.69%. The holding were 76,572 shares as of 2021-09-30.
New Purchase: Innovator Triple Stacker ETF - January (TSJA)Sunbelt Securities, Inc. initiated holding in Innovator Triple Stacker ETF - January. The purchase prices were between $27.94 and $29.08, with an estimated average price of $28.7. The stock is now traded at around $29.606300. The impact to a portfolio due to this purchase was 0.51%. The holding were 99,327 shares as of 2021-09-30.
New Purchase: WisdomTree U.S. Efficient Core Fund (NTSX)Sunbelt Securities, Inc. initiated holding in WisdomTree U.S. Efficient Core Fund. The purchase prices were between $40.55 and $43.18, with an estimated average price of $41.96. The stock is now traded at around $44.057700. The impact to a portfolio due to this purchase was 0.33%. The holding were 44,958 shares as of 2021-09-30.
New Purchase: Fidelity MSCI Energy Index ETF (FENY)Sunbelt Securities, Inc. initiated holding in Fidelity MSCI Energy Index ETF. The purchase prices were between $12.28 and $14.86, with an estimated average price of $13.43. The stock is now traded at around $16.070000. The impact to a portfolio due to this purchase was 0.22%. The holding were 92,905 shares as of 2021-09-30.
Sold Out: BrightSpire Capital Inc (41W0)Sunbelt Securities, Inc. sold out a holding in BrightSpire Capital Inc. The sale prices were between $7.65 and $8.7, with an estimated average price of $8.14.
Sold Out: DigitalBridge Group Inc (6CL0)Sunbelt Securities, Inc. sold out a holding in DigitalBridge Group Inc. The sale prices were between $5.09 and $6.6, with an estimated average price of $5.88.
Here is the complete portfolio of Sunbelt Securities, Inc.. Also check out:
1. Sunbelt Securities, Inc.'s Undervalued Stocks
2. Sunbelt Securities, Inc.'s Top Growth Companies, and
3. Sunbelt Securities, Inc.'s High Yield stocks
4. Stocks that Sunbelt Securities, Inc. keeps buying