Sunbelt Securities, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Sunbelt Securities, Inc. reported 1,796 stock positions worth $1.1 billion. Its top holding was Exxon Mobil (XOM) at 7.6% of the portfolio, followed by Nvidia (NVDA, 4.2%) and Microsoft (MSFT, 2.6%). Compared with Q1 2025, it opened 126 new positions, sold out of 117, added to 622 and reduced 449. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −37%).
- Most Recent 13F
- Q1 2026
- Location
- HOUSTON, TX
- CIK
- 0001632932
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001062993-25-014406 ↗ filed Aug 14, 2025
Holdings Value
Holdings 1,796 stocks · $1.1B
| XOM Exxon Mobil Corp. | 7.64% | 804,878 | $86.6M | Reduce -36.8% |
| NVDA Nvidia Corp. | 4.16% | 350,836 | $47.1M | Add +2.1% |
| MSFT Microsoft Corp. | 2.62% | 70,389 | $29.7M | Add +1.4% |
| AAPL Apple Inc. | 2.62% | 118,301 | $29.6M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 1.90% | 36,544 | $21.5M | Add +27.8% |
| AMZN Amazon.com Inc. | 1.77% | 91,423 | $20.1M | Add +2.8% |
| SCHG Schwab US Large-Cap Growth | 1.65% | 671,209 | $18.7M | Add +1.9% |
| IVW iShares S&P 500 Growth ETF | 1.62% | 180,858 | $18.4M | Add +1.4% |
| AVGO Broadcom Inc. | 1.49% | 73,022 | $16.9M | Add +7.2% |
| TSLA Tesla Inc. | 1.26% | 35,218 | $14.2M | Reduce -1.9% |
| BALT Inn Defined Wealth Shield | 1.17% | 421,744 | $13.3M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 25,548 | $13.1M | Reduce -7.3% |
| IAU iShares Gold Trust | 1.10% | 252,262 | $12.5M | Reduce -32.5% |
| SCHD Schwab US DVD Equity ETF | 1.03% | 428,343 | $11.7M | Reduce -13.7% |
| PG The Procter & Gamble Co. | 1.01% | 68,397 | $11.5M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.82% | 49,167 | $9.3M | Add +11.5% |
| IVE iShares S&P 500 Value ETF | 0.80% | 47,755 | $9.1M | Add +9.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.74% | 240,929 | $8.4M | Add +3.3% |
| PSTP Innovator PWR Buff Su St ETF | 0.74% | 262,358 | $8.4M | Reduce -18.0% |
| META Meta Platforms Inc. Class A | 0.73% | 14,218 | $8.3M | Add +4.3% |
| ABBV Abbvie Inc. | 0.73% | 46,495 | $8.3M | Add +14.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 13,874 | $8.1M | Reduce -10.4% |
| JNJ Johnson & Johnson | 0.72% | 56,021 | $8.1M | Add +35.1% |
| MRK Merck & Co. Inc. | 0.69% | 78,752 | $7.8M | Reduce -0.8% |
| BSTP Innovator Buff Su Strat ETF | 0.67% | 227,572 | $7.6M | Reduce -14.4% |
| SCHA Schwab US Small-Cap ETF | 0.65% | 284,197 | $7.3M | Add +2.1% |
| V Visa Inc. Class A | 0.64% | 22,875 | $7.2M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.62% | 29,349 | $7.0M | Add +14.8% |
| SCHM Schwab US Mid Cap ETF | 0.60% | 246,968 | $6.8M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.60% | 35,481 | $6.8M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 95,932 | $6.7M | Reduce -0.8% |
| EPD Enterprise Products Partners | 0.59% | 212,948 | $6.7M | Reduce -3.2% |
| FQAL Fidelity Quality Factor ETF | 0.58% | 99,855 | $6.5M | Reduce -1.7% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.57% | 59,000 | $6.5M | Reduce -46.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.57% | 237,062 | $6.5M | Reduce -9.9% |
| COST Costco Wholesale Corp. | 0.56% | 6,957 | $6.4M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 55,208 | $6.4M | Add +6.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.56% | 82,713 | $6.3M | Add +86.3% |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.52% | 253,374 | $5.9M | Add +9.8% |
| JANJ Innov Prem Inc. 30 Barr - Jan | 0.49% | 226,366 | $5.6M | Add +6.5% |
| KO The Coca-Cola Co. | 0.48% | 87,014 | $5.4M | Add +0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.46% | 57,063 | $5.2M | Reduce -1.8% |
| CVX Chevron Corp. | 0.46% | 35,637 | $5.2M | Add +42.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.45% | 53,503 | $5.1M | Add +18.7% |
| SDY SS SPDR S&P Dividend ETF | 0.45% | 38,346 | $5.1M | Reduce -2.4% |
| DGRO iShares Core Dividend Growth | 0.44% | 81,514 | $5.0M | Add +0.7% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.43% | 156,919 | $4.9M | Add +0.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.43% | 36,057 | $4.9M | Add +3.7% |
| IUSV iShares Core S&P U.S. Value | 0.43% | 52,703 | $4.9M | Reduce -4.7% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 62,951 | $4.8M | Reduce -18.6% |
| ITOT iShares Core S&P Total U.S. | 0.41% | 36,303 | $4.7M | Add +42.2% |
| QTJA Innovator Growth Acc Plus-J | 0.41% | 186,113 | $4.7M | Add +28.8% |
| SCHV Schwab US Large-Cap Value | 0.41% | 178,205 | $4.6M | Add +0.7% |
| MO Altria Group Inc. | 0.39% | 84,826 | $4.4M | Add +11.6% |
| HDV iShares Core High Dividend E | 0.39% | 38,891 | $4.4M | Reduce -12.9% |
| VZ Verizon Communications Inc. | 0.38% | 107,976 | $4.3M | Add +48.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 9,045 | $4.1M | Reduce -2.7% |
| WMT Walmart Inc. | 0.33% | 41,550 | $3.8M | Reduce -12.4% |
| GOCT FT Vest US Equity Moderate B | 0.33% | 106,344 | $3.7M | Add +4.1% |
| IYW iShares Ustechnology ETF | 0.32% | 22,472 | $3.6M | Reduce -1.3% |
| MMM 3M Co. | 0.31% | 27,052 | $3.5M | Add +30.8% |
| ET Energy Transfer LP | 0.31% | 177,814 | $3.5M | Add +2.8% |
| MA Mastercard Inc. Class A | 0.30% | 6,466 | $3.4M | Add +4.6% |
| GFEB FT Vest US Equity Moderate B | 0.30% | 90,916 | $3.4M | Reduce -2.9% |
| COMT iShares Gsci Commodity Dynam | 0.30% | 133,848 | $3.4M | Add +0.6% |
| VGT Vanguard Info Tech ETF | 0.30% | 5,444 | $3.4M | Reduce -9.6% |
| GMAR FT Vest US Equity Moderate B | 0.29% | 88,521 | $3.3M | Reduce -5.9% |
| NFLX Netflix Inc. | 0.28% | 3,620 | $3.2M | Reduce -0.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.28% | 91,283 | $3.2M | Add +3.1% |
| TIDAL TRUST II | 0.28% | 219,773 | $3.1M | Add +1.2% |
| PEP Pepsico Inc. | 0.27% | 20,191 | $3.1M | Add +18.4% |
| VLO Valero Energy Corp. | 0.27% | 24,598 | $3.0M | Add +28.1% |
| CGGR Cap Group Growth Equity | 0.26% | 80,303 | $3.0M | Add +4.7% |
| MCD McDonald's Corp. | 0.26% | 10,227 | $3.0M | Add +18.5% |
| NOW ServiceNow Inc. | 0.26% | 2,742 | $2.9M | Reduce -5.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 108,597 | $2.9M | Add +0.1% |
| T AT&T Inc. | 0.25% | 125,601 | $2.9M | Add +93.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 12,921 | $2.8M | Add +0.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.24% | 14,562 | $2.7M | Add +11.3% |
| PM Philip Morris International | 0.23% | 21,656 | $2.6M | Add +2.7% |
| XLK SS Technology Select Sector | 0.23% | 11,099 | $2.6M | Add +1.8% |
| EOS Eaton Vance Enh Eqt Inc. II | 0.23% | 107,220 | $2.6M | Reduce -8.2% |
| MPC Marathon Petroleum Corp. | 0.23% | 18,406 | $2.6M | Add +26.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 6,024 | $2.6M | Reduce -5.0% |
| FENY Fidelity MSCI Energy Index | 0.23% | 107,370 | $2.6M | Add +36.9% |
| KJAN Innovator U.S. Small Cap Pow | 0.23% | 68,301 | $2.6M | Add +0.1% |
| KMI Kinder Morgan Inc. | 0.22% | 92,922 | $2.5M | Add +15.4% |
| INTC Intel Corp. | 0.22% | 126,828 | $2.5M | Add +1479.8% |
| FDEM Fidelity Emrg MRKT Multifact | 0.22% | 99,250 | $2.5M | Reduce -1.7% |
| DELL Dell Technologies -C | 0.22% | 21,630 | $2.5M | Reduce -0.0% |
| HD Home Depot Inc. | 0.22% | 6,329 | $2.5M | Add +0.1% |
| GSEP FT Vest US Equity Moderate B | 0.21% | 69,148 | $2.4M | No change |
| SBUX Starbucks Corp. | 0.21% | 26,309 | $2.4M | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.21% | 40,056 | $2.4M | Add +4.6% |
| IGRO iShares Intl Div Growth ETF | 0.21% | 34,569 | $2.3M | Reduce -6.0% |
| BX Blackstone Inc. | 0.21% | 13,485 | $2.3M | Reduce -7.2% |
| AMD Advanced Micro Devices | 0.20% | 19,013 | $2.3M | Add +487.0% |
| ANET Arista Networks Inc. | 0.20% | 20,650 | $2.3M | Reduce -6.4% |
| QCOM Qualcomm Inc. | 0.20% | 14,776 | $2.3M | Add +34.1% |
| GJUN FT Vest US Equity Moderate B | 0.20% | 61,406 | $2.2M | Add +1.7% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $5K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 149 | $4K | Add +1046.2% |
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | 277,300 | $887 | No change |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | 3,467 | $121 | Reduce -70.2% |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 1 | $86 | No change |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 3 | $21 | No change |
| ALURW Allurion Technologies-28 | *W EXP 08/01/203 | 13 | $0 | No change |
| BHLWQ Benson Hill Inc. -CW25 | *W EXP 09/29/202 | 62 | $0 | No change |
Lines left out (2) · $41 — a value with no share or principal amount
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: $1.1B.
Portfolio Sells Q1 2025 → Q2 2025
| XOM Exxon Mobil Corp. | Reduce -36.8% | 7.64% | −5.87 |
| IAU iShares Gold Trust | Reduce -32.5% | 1.10% | −0.86 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -46.9% | 0.57% | −0.53 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.32 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.7% | 1.03% | −0.21 |
| PLTR Palantir Technologies Inc. Class A | Reduce -18.6% | 0.42% | −0.16 |
| PSTP Innovator PWR Buff Su St ETF | Reduce -18.0% | 0.74% | −0.16 |
| BSTP Innovator Buff Su Strat ETF | Reduce -14.4% | 0.67% | −0.10 |
| HDV iShares Core High Dividend E | Reduce -12.9% | 0.39% | −0.10 |
| GJAN FT Vest US Equity Moderate B | Reduce -93.0% | 0.01% | −0.10 |
| EPD Enterprise Products Partners | Reduce -3.2% | 0.59% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.36% | −0.08 |
| NUE Nucor Corp. | Reduce -71.5% | 0.03% | −0.07 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -9.9% | 0.57% | −0.07 |
| JANH Innov Prem Inc. 20 Barr - Jan | Reduce -84.0% | 0.01% | −0.07 |
| RDVY First Trust Rising Dividend | Reduce -48.1% | 0.07% | −0.07 |
| SLV iShares Silver Trust | Reduce -49.6% | 0.05% | −0.07 |
| IEV iShares Europe ETF | Reduce -97.7% | 0.00% | −0.06 |
| FTSD Franklin Short Duration U.S. | Reduce -81.2% | 0.01% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 0.60% | −0.06 |
| AMT American Tower Corp. | Reduce -29.0% | 0.08% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.4% | 0.72% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -31.3% | 0.10% | −0.05 |
| CRDT Simplify Opportunistic Inc. | Reduce -72.6% | 0.02% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -43.5% | 0.06% | −0.05 |
| LUCD Lucid Diagnostics Inc. | Reduce -78.1% | 0.01% | −0.04 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Reduce -12.4% | 0.33% | −0.04 |
| CRBG Corebridge Financial Inc. | Reduce -93.3% | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 0.56% | −0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -67.5% | 0.02% | −0.04 |
| PNNT Pennantpark Investment Corp. | Reduce -75.6% | 0.01% | −0.03 |
| IAK iShares U.S. Insurance ETF | Sold out | 0.00% | −0.03 |
| GLD SPDR Gold Shares | Reduce -24.3% | 0.05% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.03 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.03 |
| IGRO iShares Intl Div Growth ETF | Reduce -6.0% | 0.21% | −0.03 |
| EIS iShares MSCI Israel ETF | Sold out | 0.00% | −0.03 |
| GDEC FT Vest US Equity Moderate B | Reduce -40.0% | 0.05% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -20.2% | 0.11% | −0.03 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -46.6% | 0.03% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.4% | 0.45% | −0.03 |
| ABT Abbott Laboratories | Reduce -3.9% | 0.12% | −0.03 |
| EPOL iShares MSCI Poland ETF | Sold out | 0.00% | −0.03 |
| MCO Moody's Corp. | Reduce -86.8% | 0.00% | −0.03 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Sold out | 0.00% | −0.03 |
| CB Chubb Ltd. | Reduce -48.3% | 0.02% | −0.03 |
| ABR Arbor Realty Trust Inc. | Reduce -57.8% | 0.02% | −0.03 |
| IUSV iShares Core S&P U.S. Value | Reduce -4.7% | 0.43% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -66.7% | 0.01% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.1% | 4.16% | +0.83 |
| AVGO Broadcom Inc. | Add +7.2% | 1.49% | +0.48 |
| IVV iShares Core S&P 500 ETF | Add +27.8% | 1.90% | +0.46 |
| AAPL Apple Inc. | Add +1.2% | 2.62% | +0.30 |
| MSFT Microsoft Corp. | Add +1.4% | 2.62% | +0.29 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +86.3% | 0.56% | +0.29 |
| AMZN Amazon.com Inc. | Add +2.8% | 1.77% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +11.5% | 0.82% | +0.21 |
| INTC Intel Corp. | Add +1479.8% | 0.22% | +0.21 |
| NVDY Yieldmax Nvda Option Inc. ETF | Add +9.8% | 0.52% | +0.21 |
| BAPR Innovator U.S. Equity Buffer | Add +2238.7% | 0.19% | +0.18 |
| SCHG Schwab US Large-Cap Growth | Add +1.9% | 1.65% | +0.18 |
| AMD Advanced Micro Devices | Add +487.0% | 0.20% | +0.17 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +2018.5% | 0.16% | +0.15 |
| IVW iShares S&P 500 Growth ETF | Add +1.4% | 1.62% | +0.14 |
| ITOT iShares Core S&P Total U.S. | Add +42.2% | 0.41% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +3.9% | 0.60% | +0.12 |
| TIDAL TRUST II | Add +1.2% | 0.28% | +0.12 |
| DVY iShares Select Dividend ETF | Add +161.6% | 0.19% | +0.11 |
| QTJA Innovator Growth Acc Plus-J | Add +28.8% | 0.41% | +0.11 |
| NOVAQ Sunnova Energy International | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +35.1% | 0.72% | +0.10 |
| T AT&T Inc. | Add +93.3% | 0.25% | +0.09 |
| VZ Verizon Communications Inc. | Add +48.1% | 0.38% | +0.09 |
| IWD iShares Russell 1000 Value E | Add +403.2% | 0.10% | +0.08 |
| CVX Chevron Corp. | Add +42.6% | 0.46% | +0.08 |
| BJAN Innovator U.S. Equity Buffer | New | 0.08% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +6.3% | 0.56% | +0.08 |
| EUSA iShares MSCI USA Equal Weigh | Add +18.7% | 0.45% | +0.07 |
| BAUG Innovator U.S. Equity Buffer | Add +546.4% | 0.08% | +0.07 |
| C Citigroup Inc. | Add +72.9% | 0.17% | +0.07 |
| VST Vistra Corp. | Add +871.2% | 0.08% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +116.2% | 0.13% | +0.07 |
| IXUS iShares Core Intl Stock ETF | Add +599.5% | 0.08% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +324.6% | 0.09% | +0.07 |
| DOW Dow Inc. | Add +51.1% | 0.17% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +72.8% | 0.16% | +0.07 |
| SCHA Schwab US Small-Cap ETF | Add +2.1% | 0.65% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | Add +311.4% | 0.08% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +9.7% | 0.80% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +202.6% | 0.09% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +14.8% | 0.62% | +0.06 |
| UPS United Parcel Service Class B | Add +26.8% | 0.19% | +0.06 |
| DJUL FT Vest US Equity Deep Buffe | Add +50.8% | 0.16% | +0.06 |
| FDMO Fidelity Momentum Factor ETF | Add +424.1% | 0.07% | +0.06 |
| PFE Pfizer Inc. | Add +44.9% | 0.17% | +0.06 |
| LYB Lyondellbasell Indu Class A | Add +96.0% | 0.11% | +0.05 |
| INNOVATOR ETFS TRUST | New | 0.05% | +0.05 |
| PRU Prudential Financial Inc. | Add +41.8% | 0.15% | +0.05 |
| EWC iShares MSCI Canada ETF | Add +93460.0% | 0.05% | +0.05 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +1046.2% | 149 | $4K |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | Reduce -70.2% | 3,467 | $121 |
| TFPM Triple Flag Precious Met | COM | New | 0 | $6 |
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 |