Sunbelt Securities, Inc.
Broker-DealerTop Portfolio Positions
2,038 positions ·
$942,311,361 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,351,473 | $229,290,909 | 24.33% | |
| NVDA |
Nvidia Corp
Technology
|
299,607 | $52,251,460 | 5.55% | |
| AAPL |
Apple Inc.
Technology
|
126,284 | $32,049,616 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
78,521 | $29,066,118 | 3.08% | |
| AVGO |
Broadcom Inc.
Technology
|
82,762 | $25,615,666 | 2.72% | |
| IAU |
Ishares Gold Trust
|
253,669 | $22,363,459 | 2.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
38,321 | $22,118,114 | 2.35% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
1,186,168 | $19,702,250 | 2.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,838 | $18,502,290 | 1.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
23,457 | $15,255,025 | 1.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LUCD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,035,014 | 900,013 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $418,558 | 383,999 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $387,838 | 383,999 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $96,598 | 83,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $572,158 | 383,999 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $68,795 | 83,999 | Shares | Sole | 2025-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||