Sunbelt Securities, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 19, 2025), Sunbelt Securities, Inc. reported 2,690 stock positions worth $1.4 billion. Its top holding was Exxon Mobil (XOM) at 10.5% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Microsoft (MSFT, 2.7%). Compared with Q2 2025, it opened 1,095 new positions, sold out of 203, added to 679 and reduced 663. The biggest buy was Exxon Mobil (XOM, shares +68%) and the biggest sale Tesla (TSLA, shares −35%).
- Most Recent 13F
- Q1 2026
- Location
- HOUSTON, TX
- CIK
- 0001632932
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001062993-25-016949 ↗ filed Nov 19, 2025
Holdings Value
Holdings 2,690 stocks · $1.4B
| XOM Exxon Mobil Corp. | 10.51% | 1,349,819 | $152.2M | Add +67.7% |
| NVDA Nvidia Corp. | 4.33% | 336,115 | $62.7M | Reduce -4.2% |
| MSFT Microsoft Corp. | 2.67% | 74,672 | $38.7M | Add +6.1% |
| AAPL Apple Inc. | 2.19% | 124,816 | $31.8M | Add +5.5% |
| IAU iShares Gold Trust | 2.12% | 422,045 | $30.7M | Add +67.3% |
| AVGO Broadcom Inc. | 1.87% | 81,887 | $27.0M | Add +12.1% |
| IVW iShares S&P 500 Growth ETF | 1.56% | 186,955 | $22.6M | Add +3.4% |
| SCHG Schwab US Large-Cap Growth | 1.55% | 704,287 | $22.5M | Add +4.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.53% | 36,999 | $22.2M | Add +44.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.45% | 184,400 | $21.0M | Add +212.5% |
| IVV iShares Core S&P 500 ETF | 1.35% | 29,296 | $19.6M | Reduce -19.8% |
| AMZN Amazon.com Inc. | 1.29% | 85,223 | $18.7M | Reduce -6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 23,603 | $15.7M | Add +70.1% |
| PLTR Palantir Technologies Inc. Class A | 1.03% | 81,857 | $14.9M | Add +30.0% |
| BALT Inn Defined Wealth Shield | 0.97% | 428,335 | $14.1M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 0.92% | 489,396 | $13.4M | Add +14.3% |
| PSTP Innovator PWR Buff Su St ETF | 0.82% | 341,300 | $11.9M | Add +30.1% |
| META Meta Platforms Inc. Class A | 0.74% | 14,636 | $10.7M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.72% | 42,586 | $10.4M | Add +20.0% |
| PG The Procter & Gamble Co. | 0.70% | 66,404 | $10.2M | Reduce -2.9% |
| TSLA Tesla Inc. | 0.70% | 22,870 | $10.2M | Reduce -35.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 20,040 | $10.1M | Add +121.6% |
| GOOGL Alphabet Inc. Class A | 0.68% | 40,370 | $9.8M | Reduce -17.9% |
| IVE iShares S&P 500 Value ETF | 0.67% | 47,187 | $9.7M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.66% | 108,732 | $9.5M | Add +13.3% |
| BSTP Innovator Buff Su Strat ETF | 0.65% | 258,902 | $9.4M | Add +13.8% |
| ABBV Abbvie Inc. | 0.65% | 40,574 | $9.4M | Reduce -12.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.61% | 222,244 | $8.8M | Reduce -7.8% |
| V Visa Inc. Class A | 0.60% | 25,411 | $8.7M | Add +11.1% |
| CGMS Cap Group US Multi-Sect Bond | 0.59% | 308,311 | $8.6M | Add +30.1% |
| JPM JPMorgan Chase & Co. | 0.58% | 26,673 | $8.4M | Reduce -9.1% |
| SCHA Schwab US Small-Cap ETF | 0.57% | 295,425 | $8.2M | Add +4.0% |
| FQAL Fidelity Quality Factor ETF | 0.56% | 108,252 | $8.1M | Add +8.4% |
| SCHM Schwab US Mid Cap ETF | 0.54% | 262,523 | $7.8M | Add +6.3% |
| DGRO iShares Core Dividend Growth | 0.53% | 113,597 | $7.7M | Add +39.4% |
| JNJ Johnson & Johnson | 0.52% | 40,848 | $7.6M | Reduce -27.1% |
| KO The Coca-Cola Co. | 0.49% | 107,709 | $7.1M | Add +23.8% |
| EPD Enterprise Products Partners | 0.49% | 225,956 | $7.1M | Add +6.1% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 59,272 | $7.0M | Add +7.4% |
| MRK Merck & Co. Inc. | 0.44% | 76,635 | $6.4M | Reduce -2.7% |
| SCHV Schwab US Large-Cap Value | 0.43% | 215,086 | $6.3M | Add +20.7% |
| ITOT iShares Core S&P Total U.S. | 0.41% | 40,477 | $5.9M | Add +11.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.39% | 112,603 | $5.7M | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.39% | 64,090 | $5.7M | Reduce -22.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.39% | 59,335 | $5.7M | Add +4.0% |
| SDY SS SPDR S&P Dividend ETF | 0.38% | 39,580 | $5.5M | Add +3.2% |
| HDV iShares Core High Dividend E | 0.38% | 44,815 | $5.5M | Add +15.2% |
| PM Philip Morris International | 0.37% | 33,447 | $5.4M | Add +54.5% |
| WMT Walmart Inc. | 0.36% | 51,224 | $5.3M | Add +23.3% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.36% | 150,686 | $5.2M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.36% | 5,591 | $5.2M | Reduce -19.6% |
| JANJ Innov Prem Inc. 30 Barr - Jan | 0.36% | 208,870 | $5.2M | Reduce -7.7% |
| MO Altria Group Inc. | 0.35% | 77,148 | $5.1M | Reduce -9.1% |
| VGT Vanguard Info Tech ETF | 0.35% | 6,802 | $5.1M | Add +24.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.35% | 35,596 | $5.0M | Reduce -1.3% |
| BX Blackstone Inc. | 0.35% | 29,358 | $5.0M | Add +117.7% |
| QGRW Wisdomtree US Quality Growth | 0.33% | 83,421 | $4.8M | New |
| EUSA iShares MSCI USA Equal Weigh | 0.33% | 46,109 | $4.7M | Reduce -13.8% |
| VFLO Victoryshares Free Cash Flow | 0.33% | 125,903 | $4.7M | New |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 24,193 | $4.6M | Add +130.6% |
| IYW iShares Ustechnology ETF | 0.30% | 22,360 | $4.4M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.30% | 3,650 | $4.4M | Add +0.8% |
| GFEB FT Vest US Equity Moderate B | 0.30% | 106,288 | $4.3M | Add +16.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.28% | 122,552 | $4.1M | Add +12.8% |
| GJUL FT Vest US Equity Moderate B | 0.28% | 100,586 | $4.1M | Add +69.3% |
| MCD McDonald's Corp. | 0.28% | 13,385 | $4.1M | Add +30.9% |
| IUSV iShares Core S&P U.S. Value | 0.28% | 40,526 | $4.1M | Reduce -23.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.28% | 18,199 | $4.0M | Add +25.0% |
| FHEQ Fidelity Hedged Equity ETF | 0.28% | 130,371 | $4.0M | Add +710.9% |
| CVX Chevron Corp. | 0.27% | 25,602 | $4.0M | Reduce -28.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 14,061 | $4.0M | Add +8.8% |
| GMAR FT Vest US Equity Moderate B | 0.27% | 97,908 | $3.9M | Add +10.6% |
| GJUN FT Vest US Equity Moderate B | 0.27% | 100,611 | $3.9M | Add +63.9% |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.27% | 231,611 | $3.9M | Reduce -8.6% |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 0.26% | 133,628 | $3.8M | New |
| COMT iShares Gsci Commodity Dynam | 0.26% | 142,276 | $3.8M | Add +6.3% |
| MA Mastercard Inc. Class A | 0.25% | 6,414 | $3.6M | Reduce -0.8% |
| ET Energy Transfer LP | 0.25% | 206,959 | $3.6M | Add +16.4% |
| IGRO iShares Intl Div Growth ETF | 0.24% | 44,213 | $3.5M | Add +27.9% |
| CGGR Cap Group Growth Equity | 0.24% | 79,946 | $3.5M | Reduce -0.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.24% | 83,228 | $3.5M | Reduce -8.8% |
| QTJA Innovator Growth Acc Plus-J | 0.24% | 121,055 | $3.5M | Reduce -35.0% |
| AIRR First Trust Rba American Ind | 0.24% | 35,455 | $3.4M | Add +6490.1% |
| XLK SS Technology Select Sector | 0.23% | 12,029 | $3.4M | Add +8.4% |
| FDEM Fidelity Emrg MRKT Multifact | 0.23% | 110,383 | $3.3M | Add +11.2% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.22% | 68,808 | $3.2M | Add +925.9% |
| IUSG iShares Core S&P U.S. Growth | 0.22% | 19,397 | $3.2M | Add +154.0% |
| WTV Wisdomtree U.S. Value Fund | 0.22% | 34,577 | $3.1M | New |
| MMM 3M Co. | 0.21% | 20,046 | $3.1M | Reduce -25.9% |
| GS Goldman Sachs Group Inc. | 0.21% | 3,896 | $3.1M | Add +333.4% |
| DELL Dell Technologies -C | 0.21% | 21,758 | $3.1M | Add +0.6% |
| VLO Valero Energy Corp. | 0.21% | 17,570 | $3.0M | Reduce -28.6% |
| VZ Verizon Communications Inc. | 0.21% | 67,830 | $3.0M | Reduce -37.2% |
| ITA iShares U.S. Aerospace & Def | 0.20% | 14,189 | $3.0M | Reduce -5.6% |
| RWL Invesco S&P 500 Revenue ETF | 0.19% | 25,353 | $2.8M | New |
| CSCO Cisco Systems Inc. | 0.19% | 40,718 | $2.8M | Add +1.6% |
| KJAN Innovator U.S. Small Cap Pow | 0.19% | 67,852 | $2.7M | Reduce -0.7% |
| APP AppLovin Corp. Class A | 0.18% | 3,681 | $2.6M | Add +304.1% |
| VOO Vanguard S&P 500 ETF | 0.18% | 4,305 | $2.6M | Add +302.3% |
| GSEP FT Vest US Equity Moderate B | 0.18% | 68,187 | $2.6M | Reduce -1.4% |
Other holdings (10): bonds, preferreds, convertibles and warrants · $49K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 1,250 | $47K | New |
| MSPRW MSP Recovery Inc. -27 | *W EXP 05/20/202 | 277,300 | $499 | No change |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | 11,634 | $435 | Add +235.6% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 13 | $332 | Reduce -91.3% |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 1,694 | $132 | Add +2.2% |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 5,166 | $98 | No change |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 1 | $97 | No change |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 3 | $8 | 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 (1) · $12 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HY Hyster-Yale Inc. | CL A | 0 | $12 |
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: $1.4B.
Portfolio Sells Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Reduce -35.1% | 0.70% | −0.55 |
| IVV iShares Core S&P 500 ETF | Reduce -19.8% | 1.35% | −0.55 |
| AMZN Amazon.com Inc. | Reduce -6.8% | 1.29% | −0.48 |
| GOCT FT Vest US Equity Moderate B | Reduce -93.9% | 0.02% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.70% | −0.31 |
| NVDY Yieldmax Nvda Option Inc. ETF | Reduce -8.6% | 0.27% | −0.25 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 0.44% | −0.25 |
| INTC Intel Corp. | Reduce -96.3% | 0.01% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -19.6% | 0.36% | −0.21 |
| JNJ Johnson & Johnson | Reduce -27.1% | 0.52% | −0.19 |
| BAPR Innovator U.S. Equity Buffer | Reduce -95.7% | 0.01% | −0.18 |
| CVX Chevron Corp. | Reduce -28.2% | 0.27% | −0.18 |
| ANET Arista Networks Inc. | Reduce -88.8% | 0.02% | −0.18 |
| VZ Verizon Communications Inc. | Reduce -37.2% | 0.21% | −0.18 |
| QTJA Innovator Growth Acc Plus-J | Reduce -35.0% | 0.24% | −0.17 |
| AMD Advanced Micro Devices | Reduce -83.4% | 0.04% | −0.17 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -22.5% | 0.39% | −0.16 |
| TIDAL TRUST II | Reduce -12.6% | 0.13% | −0.15 |
| IUSV iShares Core S&P U.S. Value | Reduce -23.1% | 0.28% | −0.15 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -95.0% | 0.01% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -17.9% | 0.68% | −0.14 |
| VRT Vertiv Holdings Co. Class A | Reduce -91.4% | 0.01% | −0.14 |
| T AT&T Inc. | Reduce -52.9% | 0.12% | −0.14 |
| CGUS Cap Group Core Equity | Reduce -7.8% | 0.61% | −0.14 |
| JANJ Innov Prem Inc. 30 Barr - Jan | Reduce -7.7% | 0.36% | −0.14 |
| IVE iShares S&P 500 Value ETF | Reduce -1.2% | 0.67% | −0.13 |
| IYE iShares U.S. Energy ETF | Reduce -75.5% | 0.03% | −0.13 |
| C Citigroup Inc. | Reduce -74.0% | 0.05% | −0.12 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -13.8% | 0.33% | −0.12 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.12 |
| DVY iShares Select Dividend ETF | Reduce -55.0% | 0.07% | −0.12 |
| UPS United Parcel Service Class B | Reduce -18.3% | 0.08% | −0.11 |
| NOVAQ Sunnova Energy International | Sold out | 0.00% | −0.11 |
| MPC Marathon Petroleum Corp. | Reduce -48.9% | 0.13% | −0.10 |
| DOW Dow Inc. | Reduce -7.4% | 0.07% | −0.10 |
| FENY Fidelity MSCI Energy Index | Reduce -28.8% | 0.13% | −0.10 |
| PEP Pepsico Inc. | Reduce -9.4% | 0.18% | −0.09 |
| MMM 3M Co. | Reduce -25.9% | 0.21% | −0.09 |
| NOW ServiceNow Inc. | Reduce -3.6% | 0.17% | −0.09 |
| AUPH Aurinia Pharmaceuticals Inc. | Reduce -97.8% | 0.00% | −0.09 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.3% | 0.35% | −0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -56.8% | 0.04% | −0.08 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -42.3% | 0.08% | −0.08 |
| ABBV Abbvie Inc. | Reduce -12.7% | 0.65% | −0.08 |
| PRU Prudential Financial Inc. | Reduce -31.3% | 0.07% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -56.2% | 0.05% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -72.7% | 0.02% | −0.08 |
| BJAN Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.08 |
| PFE Pfizer Inc. | Reduce -30.6% | 0.09% | −0.08 |
| LYB Lyondellbasell Indu Class A | Reduce -45.4% | 0.03% | −0.08 |
Portfolio Buys Q2 2025 → Q3 2025
| XOM Exxon Mobil Corp. | Add +67.7% | 10.51% | +2.87 |
| IAU iShares Gold Trust | Add +67.3% | 2.12% | +1.02 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +212.5% | 1.45% | +0.88 |
| PLTR Palantir Technologies Inc. Class A | Add +30.0% | 1.03% | +0.61 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.39% | +0.39 |
| QQQ Invesco QQQ Trust Series 1 | Add +44.8% | 1.53% | +0.38 |
| AVGO Broadcom Inc. | Add +12.1% | 1.87% | +0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +70.1% | 1.09% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +121.6% | 0.70% | +0.33 |
| QGRW Wisdomtree US Quality Growth | New | 0.33% | +0.33 |
| VFLO Victoryshares Free Cash Flow | New | 0.33% | +0.33 |
| GFLW VS Free Cash Flow Growth ETF | New | 0.26% | +0.26 |
| FHEQ Fidelity Hedged Equity ETF | Add +710.9% | 0.28% | +0.24 |
| AIRR First Trust Rba American Ind | Add +6490.1% | 0.24% | +0.23 |
| WTV Wisdomtree U.S. Value Fund | New | 0.22% | +0.22 |
| DFEB FT Vest U.S. Equity Deep Buf | Add +925.9% | 0.22% | +0.20 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.19% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +333.4% | 0.21% | +0.17 |
| APP AppLovin Corp. Class A | Add +304.1% | 0.18% | +0.16 |
| RSP Invesco S&P 500 Equal Weight | Add +130.6% | 0.32% | +0.15 |
| MKL Markel Group Inc. | Add +672.6% | 0.17% | +0.15 |
| PM Philip Morris International | Add +54.5% | 0.37% | +0.14 |
| CRWV Coreweave Inc. Class A | New | 0.14% | +0.14 |
| WCBR Wisdomtree Cybersecurity FND | New | 0.14% | +0.14 |
| BX Blackstone Inc. | Add +117.7% | 0.35% | +0.14 |
| FYLD Cambria Foreign Shareholder | New | 0.14% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +302.3% | 0.18% | +0.13 |
| EYLD Cambria Emerg Shrhldr Yield | New | 0.13% | +0.13 |
| IUSG iShares Core S&P U.S. Growth | Add +154.0% | 0.22% | +0.13 |
| JMST JPM Ultra-Short Muni Income | Add +413.0% | 0.17% | +0.12 |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +20.0% | 0.72% | +0.12 |
| FLOC Flowco Holdings Inc. Class A | New | 0.11% | +0.11 |
| BAI Ishrs AI in and Tech Act ETF | Add +688.6% | 0.11% | +0.10 |
| AXP American Express Co. | Add +183.3% | 0.16% | +0.10 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.10% | +0.10 |
| SCM Stellus Capital Investment C | Add +390.7% | 0.13% | +0.10 |
| RDVY First Trust Rising Dividend | Add +159.9% | 0.16% | +0.09 |
| DGRO iShares Core Dividend Growth | Add +39.4% | 0.53% | +0.09 |
| MCO Moody's Corp. | Add +2715.5% | 0.10% | +0.09 |
| GJUL FT Vest US Equity Moderate B | Add +69.3% | 0.28% | +0.09 |
| WMB Williams Cos Inc. | Add +2906.4% | 0.09% | +0.09 |
| GJAN FT Vest US Equity Moderate B | Add +1343.4% | 0.09% | +0.08 |
| PSTP Innovator PWR Buff Su St ETF | Add +30.1% | 0.82% | +0.08 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.08% | +0.08 |
| GJUN FT Vest US Equity Moderate B | Add +63.9% | 0.27% | +0.07 |
| SCHW Schwab (charles) Corp. | Add +98.1% | 0.14% | +0.07 |
| EPI Wisdomtree India Earnings | Add +4415.9% | 0.07% | +0.07 |
| TLH iShares 10-20 Year Treasury | New | 0.07% | +0.07 |
| GEV GE Vernova Inc. | Add +82.1% | 0.10% | +0.06 |
Notes & Other Activity Q2 2025 → Q3 2025
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 1,250 | $47K |
| SQFTW Presidio Property TRST -CW27 | *W EXP 01/24/202 | Add +235.6% | 11,634 | $435 |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -91.3% | 13 | $332 |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Add +2.2% | 1,694 | $132 |
| HY Hyster-Yale Inc. | CL A | New | 0 | $12 |
| TFPM Triple Flag Precious Met | COM | Sold out | 0 | $6before 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 |