Sunbelt Securities, Inc.
Top Portfolio Positions
2,030 positions ·
$933,457,080 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,351,473 | $229,290,909 | 24.56% |
| NVDA |
Nvidia Corp
Technology
|
299,607 | $52,251,460 | 5.60% |
| AAPL |
Apple Inc.
Technology
|
126,284 | $32,049,616 | 3.43% |
| MSFT |
Microsoft Corp
Technology
|
78,521 | $29,066,118 | 3.11% |
| AVGO |
Broadcom Inc.
Technology
|
82,762 | $25,615,666 | 2.74% |
| IAU |
Ishares Gold Trust
|
253,669 | $22,363,459 | 2.40% |
| QQQ |
Invesco Qqq Trust, Series 1
|
38,321 | $22,118,114 | 2.37% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
1,186,168 | $19,702,250 | 2.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,838 | $18,502,290 | 1.98% |
| SPY |
Spdr S&P 500 Etf Trust
|
23,457 | $15,255,025 | 1.63% |
Holdings in BPRE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,702,250 | 1,186,168 | Shares | Sole | 2026-05-18 | |
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