Sunbelt Securities, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Sunbelt Securities, Inc. reported 2,947 stock positions worth $1.6 billion. Its top holding was Exxon Mobil (XOM) at 14.5% of the portfolio, followed by Nvidia (NVDA, 3.3%) and Apple (AAPL, 2.0%). Compared with Q4 2025, it opened 335 new positions, sold out of 165, added to 832 and reduced 678. The biggest buy was Sandisk (SNDK, shares +325667%) and the biggest sale Nvidia (NVDA, shares −11%).
- Most Recent 13F
- Q1 2026
- Location
- HOUSTON, TX
- CIK
- 0001632932
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0001062993-26-002743 ↗ filed May 18, 2026
Holdings Value
Holdings 2,947 stocks · $1.6B
| XOM Exxon Mobil Corp. | 14.48% | 1,351,473 | $229.3M | Reduce -1.2% |
| NVDA Nvidia Corp. | 3.30% | 299,607 | $52.3M | Reduce -11.3% |
| AAPL Apple Inc. | 2.02% | 126,284 | $32.0M | Add +0.8% |
| MSFT Microsoft Corp. | 1.84% | 78,521 | $29.1M | Add +3.7% |
| AVGO Broadcom Inc. | 1.62% | 82,762 | $25.6M | Add +1.9% |
| IAU iShares Gold Trust | 1.41% | 253,669 | $22.4M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.40% | 38,321 | $22.1M | Add +0.5% |
| SCHG Schwab US Large-Cap Growth | 1.37% | 744,512 | $21.7M | Add +2.4% |
| IVW iShares S&P 500 Growth ETF | 1.31% | 183,413 | $20.7M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 1.29% | 31,243 | $20.4M | Add +4.4% |
| BPRE Bluerock Private Real Estate | 1.24% | 1,186,168 | $19.7M | Add +15.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.21% | 165,049 | $19.2M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 1.17% | 88,838 | $18.5M | Add +1.9% |
| BALT Inn Defined Wealth Shield | 0.99% | 467,920 | $15.7M | Add +2.2% |
| SCHV Schwab US Large-Cap Value | 0.98% | 510,572 | $15.6M | Add +25.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 23,457 | $15.3M | Add +0.8% |
| CGMS Cap Group US Multi-Sect Bond | 0.89% | 516,085 | $14.1M | Add +19.8% |
| GOOG Alphabet Inc. Class C | 0.79% | 43,349 | $12.4M | Add +3.3% |
| SNDK Sandisk Corp. | 0.78% | 19,546 | $12.4M | Add +325666.7% |
| PLTR Palantir Technologies Inc. Class A | 0.77% | 83,167 | $12.2M | Reduce -11.3% |
| PSTP Innovator PWR Buff Su St ETF | 0.71% | 327,142 | $11.3M | Reduce -9.3% |
| GOOGL Alphabet Inc. Class A | 0.69% | 38,072 | $10.9M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.65% | 113,195 | $10.2M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 0.63% | 80,619 | $10.0M | Add +37.0% |
| JNJ Johnson & Johnson | 0.61% | 39,269 | $9.6M | Reduce -3.9% |
| SCHA Schwab US Small-Cap ETF | 0.61% | 329,819 | $9.6M | Add +3.8% |
| PG The Procter & Gamble Co. | 0.60% | 65,618 | $9.5M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 19,573 | $9.4M | Reduce -4.8% |
| IVE iShares S&P 500 Value ETF | 0.58% | 43,751 | $9.2M | Reduce -9.2% |
| SCHM Schwab US Mid Cap ETF | 0.58% | 296,948 | $9.2M | Add +3.9% |
| TSLA Tesla Inc. | 0.58% | 24,602 | $9.1M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.58% | 76,019 | $9.1M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.57% | 15,798 | $9.0M | Add +1.8% |
| ABBV Abbvie Inc. | 0.55% | 40,395 | $8.8M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.54% | 121,744 | $8.5M | Add +0.1% |
| EPD Enterprise Products Partners | 0.53% | 221,971 | $8.4M | Reduce -2.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.53% | 217,991 | $8.4M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.51% | 27,562 | $8.1M | Add +4.5% |
| KO The Coca-Cola Co. | 0.51% | 105,646 | $8.0M | Reduce -1.2% |
| MU Micron Technology Inc. | 0.48% | 22,493 | $7.6M | Add +206.9% |
| V Visa Inc. Class A | 0.47% | 24,629 | $7.4M | Reduce -0.6% |
| BSTP Innovator Buff Su Strat ETF | 0.47% | 205,710 | $7.4M | Reduce -17.4% |
| WMT Walmart Inc. | 0.43% | 55,023 | $6.8M | Reduce -3.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.40% | 62,653 | $6.4M | Add +26.5% |
| FDEM Fidelity Emrg MRKT Multifact | 0.39% | 198,066 | $6.3M | Add +81.4% |
| ITOT iShares Core S&P Total U.S. | 0.38% | 42,279 | $6.0M | Add +7.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.37% | 58,050 | $5.8M | Add +0.7% |
| COMT iShares Gsci Commodity Dynam | 0.37% | 172,363 | $5.8M | Add +17.7% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 39,851 | $5.8M | Add +0.6% |
| HDV iShares Core High Dividend E | 0.37% | 42,841 | $5.8M | Add +15.2% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 188,580 | $5.8M | Reduce -28.1% |
| PM Philip Morris International | 0.36% | 34,518 | $5.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.36% | 5,714 | $5.7M | Add +1.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.36% | 112,860 | $5.7M | Add +0.1% |
| CVX Chevron Corp. | 0.35% | 26,565 | $5.5M | Reduce -3.0% |
| FHEQ Fidelity Hedged Equity ETF | 0.35% | 186,147 | $5.5M | Add +43.0% |
| MO Altria Group Inc. | 0.34% | 81,802 | $5.4M | Add +1.8% |
| FQAL Fidelity Quality Factor ETF | 0.33% | 72,163 | $5.2M | Reduce -34.3% |
| VFLO Victoryshares Free Cash Flow | 0.32% | 128,069 | $5.1M | Add +3.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 34,830 | $5.0M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 25,916 | $5.0M | Add +7.8% |
| NFLX Netflix Inc. | 0.31% | 51,112 | $4.9M | Add +34.4% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.31% | 142,527 | $4.9M | Add +0.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.31% | 57,745 | $4.9M | Reduce -15.1% |
| VGT Vanguard Info Tech ETF | 0.29% | 6,628 | $4.6M | Add +2.6% |
| JANJ Innov Prem Inc. 30 Barr - Jan | 0.29% | 189,178 | $4.6M | Reduce -3.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.29% | 138,025 | $4.5M | Add +5.0% |
| AIRR First Trust Rba American Ind | 0.29% | 40,796 | $4.5M | Reduce -4.9% |
| VLO Valero Energy Corp. | 0.28% | 17,700 | $4.4M | Add +1.2% |
| GFEB FT Vest US Equity Moderate B | 0.27% | 105,188 | $4.3M | Reduce -1.0% |
| QGRW Wisdomtree US Quality Growth | 0.27% | 80,423 | $4.3M | Reduce -2.6% |
| ARCC Ares Capital Corp. | 0.26% | 228,982 | $4.1M | Add +37.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.26% | 35,816 | $4.1M | Add +16.3% |
| ET Energy Transfer LP | 0.26% | 211,975 | $4.1M | Add +5.1% |
| MCD McDonald's Corp. | 0.25% | 12,860 | $4.0M | Reduce -6.4% |
| GJUL FT Vest US Equity Moderate B | 0.25% | 97,086 | $4.0M | Reduce -1.0% |
| IYW iShares Ustechnology ETF | 0.25% | 21,691 | $3.9M | Reduce -1.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.24% | 18,418 | $3.8M | Add +2.2% |
| IGRO iShares Intl Div Growth ETF | 0.24% | 45,510 | $3.8M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 15,128 | $3.7M | Add +5.3% |
| DELL Dell Technologies -C | 0.23% | 22,341 | $3.7M | Add +0.0% |
| GJUN FT Vest US Equity Moderate B | 0.23% | 92,385 | $3.6M | Reduce -1.3% |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 0.23% | 137,598 | $3.6M | Add +4.3% |
| IUSV iShares Core S&P U.S. Value | 0.22% | 34,543 | $3.5M | Reduce -7.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.22% | 81,821 | $3.5M | Reduce -0.5% |
| CGGR Cap Group Growth Equity | 0.21% | 83,773 | $3.4M | Add +3.9% |
| BX Blackstone Inc. | 0.21% | 28,647 | $3.3M | Add +3.0% |
| XLK SS Technology Select Sector | 0.20% | 24,216 | $3.2M | Add +3.7% |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.20% | 247,000 | $3.2M | Add +1.9% |
| GS Goldman Sachs Group Inc. | 0.20% | 3,746 | $3.2M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 9,183 | $3.1M | Add +5.5% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.19% | 64,889 | $3.1M | Reduce -4.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 49,024 | $3.1M | Add +10.2% |
| IUSG iShares Core S&P U.S. Growth | 0.19% | 19,722 | $3.1M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 0.19% | 38,467 | $3.0M | Reduce -1.4% |
| WTV Wisdomtree U.S. Value Fund | 0.19% | 31,322 | $3.0M | Add +6.3% |
| ITA iShares U.S. Aerospace & Def | 0.19% | 13,504 | $3.0M | Reduce -1.7% |
| HCA HCA Healthcare Inc. | 0.19% | 6,242 | $3.0M | Add +171.8% |
| MA Mastercard Inc. Class A | 0.18% | 5,628 | $2.8M | Reduce -5.0% |
| RDVY First Trust Rising Dividend | 0.18% | 40,939 | $2.8M | Add +9.7% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $208K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ENERGY TRANSFER LP (ET 9.25 PERP I) | 9.250% FXD PFD I | 10,113 | $117K | New |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 1,250 | $90K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 13 | $558 | No change |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | 11,634 | $232 | No change |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 3 | $48 | No change |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 5 | $19 | No change |
Lines left out (1) · $11 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HY Hyster-Yale Inc. | CL A | 0 | $11 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -11.3% | 3.30% | −0.90 |
| PLTR Palantir Technologies Inc. Class A | Reduce -11.3% | 0.77% | −0.34 |
| FQAL Fidelity Quality Factor ETF | Reduce -34.3% | 0.33% | −0.22 |
| BSTP Innovator Buff Su Strat ETF | Reduce -17.4% | 0.47% | −0.15 |
| PSTP Innovator PWR Buff Su St ETF | Reduce -9.3% | 0.71% | −0.14 |
| APP AppLovin Corp. Class A | Reduce -51.2% | 0.04% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -28.1% | 0.37% | −0.11 |
| V Visa Inc. Class A | Reduce -0.6% | 0.47% | −0.11 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -3.9% | 1.21% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.69% | −0.11 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -15.1% | 0.31% | −0.11 |
| IVE iShares S&P 500 Value ETF | Reduce -9.2% | 0.58% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 0.59% | −0.10 |
| IYC iShares US Consumer Discreti | Reduce -74.7% | 0.03% | −0.09 |
| IREN Iren Ltd. | Reduce -99.1% | 0.00% | −0.08 |
| TLH iShares 10-20 Year Treasury | Reduce -98.8% | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -58.0% | 0.03% | −0.07 |
| GMAR FT Vest US Equity Moderate B | Reduce -26.2% | 0.18% | −0.07 |
| CGUS Cap Group Core Equity | Reduce -1.4% | 0.53% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -73.1% | 0.01% | −0.06 |
| WCBR Wisdomtree Cybersecurity FND | Reduce -27.9% | 0.09% | −0.06 |
| SLV iShares Silver Trust | Reduce -31.7% | 0.12% | −0.06 |
| QGRW Wisdomtree US Quality Growth | Reduce -2.6% | 0.27% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 0.18% | −0.05 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -21.0% | 0.09% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -37.2% | 0.12% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -1.2% | 0.25% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 0.65% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.13% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.60% | −0.04 |
| AKRE Akre Focus ETF | Reduce -4.0% | 0.11% | −0.04 |
| FESM Fidelity Enhanced Small Cap | Reduce -55.5% | 0.03% | −0.04 |
| QTJA Innovator Growth Acc Plus-J | Reduce -9.1% | 0.17% | −0.04 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.04 |
| TUR iShares MSCI Turkey ETF | Reduce -100.0% | 0.00% | −0.04 |
| JANJ Innov Prem Inc. 30 Barr - Jan | Reduce -3.8% | 0.29% | −0.03 |
| CRDT Simplify Opportunistic Inc. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -26.4% | 0.04% | −0.03 |
| IUSV iShares Core S&P U.S. Value | Reduce -7.7% | 0.22% | −0.03 |
| BUFZ FT Vest Laddered Moderate Bu | Reduce -21.9% | 0.09% | −0.03 |
| FELG Fidelity Enh LRG Cap GWTH | Reduce -14.6% | 0.08% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -24.8% | 0.07% | −0.03 |
| USRT iShares Core US REIT ETF | Reduce -69.1% | 0.01% | −0.03 |
| DIS The Walt Disney Co. | Reduce -24.4% | 0.05% | −0.03 |
| PDO PIMCO Dynamic Income Opport | Reduce -91.3% | 0.00% | −0.03 |
| FSK FS KKR Capital Corp. | Reduce -22.8% | 0.03% | −0.03 |
| MMM 3M Co. | Reduce -0.2% | 0.18% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.09% | −0.03 |
| ADBE Adobe Inc. | Reduce -29.8% | 0.02% | −0.03 |
| USHY iShares Broad Usd High Yield | Reduce -30.7% | 0.05% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| SNDK Sandisk Corp. | Add +325666.7% | 0.78% | +0.78 |
| MU Micron Technology Inc. | Add +206.9% | 0.48% | +0.34 |
| BPRE Bluerock Private Real Estate | Add +15.8% | 1.24% | +0.22 |
| SCHV Schwab US Large-Cap Value | Add +25.0% | 0.98% | +0.18 |
| FDEM Fidelity Emrg MRKT Multifact | Add +81.4% | 0.39% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Add +37.0% | 0.63% | +0.16 |
| TLN Talen Energy Corp. | Add +2932.5% | 0.14% | +0.14 |
| COMT iShares Gsci Commodity Dynam | Add +17.7% | 0.37% | +0.12 |
| MCK McKesson Corp. | Add +409.9% | 0.15% | +0.12 |
| HCA HCA Healthcare Inc. | Add +171.8% | 0.19% | +0.12 |
| FSLY Fastly Inc. Class A | Add +10.0% | 0.14% | +0.09 |
| CGMS Cap Group US Multi-Sect Bond | Add +19.8% | 0.89% | +0.09 |
| FENI Fidelity Enhanced Intl ETF | Add +112.5% | 0.17% | +0.09 |
| VLO Valero Energy Corp. | Add +1.2% | 0.28% | +0.09 |
| FHEQ Fidelity Hedged Equity ETF | Add +43.0% | 0.35% | +0.08 |
| NFLX Netflix Inc. | Add +34.4% | 0.31% | +0.07 |
| CPT Camden Property Trust | Add +1852.0% | 0.07% | +0.07 |
| ELV Elevance Health Inc. | Add +42311.1% | 0.07% | +0.07 |
| HDV iShares Core High Dividend E | Add +15.2% | 0.37% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +283.4% | 0.09% | +0.06 |
| EUSA iShares MSCI USA Equal Weigh | Add +26.5% | 0.40% | +0.06 |
| IDU iShares US Utilities ETF | Add +109.9% | 0.11% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | Add +140.1% | 0.11% | +0.06 |
| GEV GE Vernova Inc. | Add +21.0% | 0.17% | +0.06 |
| SOXX iShares Semiconductor ETF | Add +44.0% | 0.16% | +0.05 |
| FIX Comfort Systems USA Inc. | Add +3.6% | 0.16% | +0.05 |
| DOW Dow Inc. | Add +1.3% | 0.12% | +0.05 |
| BFEB Innovator U.S. Equity Buffer | New | 0.05% | +0.05 |
| CRGY Crescent Energy Inc. Class A | Add +0.7% | 0.13% | +0.04 |
| COP Conocophillips | Add +20.6% | 0.12% | +0.04 |
| DELL Dell Technologies -C | Add +0.0% | 0.23% | +0.04 |
| PFFA Virtus Infracap US Pref STCK | Add +177.3% | 0.07% | +0.04 |
| JANH Innov Prem Inc. 20 Barr - Jan | Add +97.5% | 0.09% | +0.04 |
| PFEB Innovator U.S. Equity Power | Add +311.3% | 0.05% | +0.04 |
| FDVV Fidelity High Dividend ETF | Add +42.6% | 0.16% | +0.04 |
| CASY Casey's General Stores Inc. | Add +24.8% | 0.11% | +0.04 |
| LUCD Lucid Diagnostics Inc. | Add +134.4% | 0.07% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.36% | +0.04 |
| PAA Plains All Amer Pipeline LP | Add +62.6% | 0.08% | +0.04 |
| ET Energy Transfer LP | Add +5.1% | 0.26% | +0.04 |
| ARCC Ares Capital Corp. | Add +37.4% | 0.26% | +0.04 |
| SOC Sable Offshore Corp. | Add +7.5% | 0.08% | +0.03 |
| EMLP First Trust North American E | Add +104.6% | 0.06% | +0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +62.1% | 0.10% | +0.03 |
| IGE iShares North American Natur | Add +47.8% | 0.08% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +86.0% | 0.09% | +0.03 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +40.7% | 0.15% | +0.03 |
| TSME Thrivent SML-MDC Eq ETF-US I | Add +70.4% | 0.08% | +0.03 |
| MO Altria Group Inc. | Add +1.8% | 0.34% | +0.03 |
| CPAI Counterpoint Quan Equity ETF | Add +88.0% | 0.07% | +0.03 |
Notes & Other Activity Q4 2025 → Q1 2026
| ENERGY TRANSFER LP (ET 9.25 PERP I) | 9.250% FXD PFD I | New | 10,113 | $117K |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | Sold out | 1 | $100before exit |
| BHLWQ Benson Hill Inc. -CW25 | *W EXP 09/29/202 | Sold out | 62 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 2,947 | $1.6B | XOM, NVDA, AAPL, MSFT, AVGO |
| Q4 2025 | 2,775 | $1.5B | XOM, NVDA, MSFT, AAPL, AVGO |
| Q3 2025 | 2,690 | $1.4B | XOM, NVDA, MSFT, AAPL, IAU |
| Q2 2025 | 1,796 | $1.1B | XOM, NVDA, MSFT, AAPL, IVV |
| Q1 2025 | 1,784 | $1.1B | XOM, NVDA, MSFT, AAPL, IAU |
| Q4 2024 | 1,803 | $1.1B | XOM, NVDA, MSFT, AAPL, IVV |
| Q3 2024 | 1,843 | $1.0B | NVDA, AAPL, IVV, SCHG, XOM |
| Q2 2024 | 1,757 | $977.5M | NVDA, WIRE, AAPL, IVV, SCHG |
| Q1 2024 | 1,723 | $896.4M | NVDA, WIRE, IVV, AAPL, MSFT |