Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STK CL C | Stock | 51 | $5,232,674 | 34,367 | 0.00 | 0.00 | 6,513 | 23.38 | 03-31-2024 |
| JOHNSON & JOHNSON COM | Stock | 52 | $5,050,057 | 31,924 | 0.00 | 0.00 | -3,014 | -8.63 | 03-31-2024 |
| CAPITAL GROUP CORE BALANCED ETF | ETF | 53 | $4,982,916 | 171,175 | 0.00 | 171,175 | +Inf | 03-31-2024 | |
| CITIGROUP INC COM NEW | Stock | 54 | $4,859,657 | 76,845 | 0.00 | 0.00 | 34,031 | 79.49 | 03-31-2024 |
