Sunbelt Securities, Inc. Portfolio Holdings

Sunbelt Securities, Inc.

  • $1.07 Billion
  • Q2 2025

Sunbelt Securities, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 1805 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $86.8M, Nvidia Corp with a value of $55.4M, Microsoft Corp with a value of $35M, Apple Inc. with a value of $24.3M, and Ishares Core S&P 500 ETF with a value of $22.7M.

Examining the 13F form we can see an increase of $59.8M in the current position value, from $1.01B to 1.07B.

Sunbelt Securities, Inc. is based out at Houston, TX

Below you can find more details about Sunbelt Securities, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.07 Billion
ETFs: $403 Million
Technology: $190 Million
Energy: $122 Million
Financial Services: $68.4 Million
Consumer Cyclical: $57 Million
Consumer Defensive: $45.8 Million
Healthcare: $45.7 Million
Communication Services: $44.5 Million
Other: $61.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.7 Million 2.11% of portfolio
36,544
Q2 2025 Added 27.78%
$0
$19.9 Million 1.86% of portfolio
180,858
Q2 2025 Added 1.38%
$0
$19.6 Million 1.83% of portfolio
671,209
Q2 2025 Added 1.86%
$58.5B
$15.7 Million 1.47% of portfolio
252,262
Q2 2025 Reduced 32.47%
$0
$14.1 Million 1.31% of portfolio
25,548
Q2 2025 Reduced 7.33%
$0
$13.5 Million 1.26% of portfolio
421,744
Q2 2025 Added 1.46%
$0
$11.4 Million 1.06% of portfolio
428,343
Q2 2025 Reduced 13.74%
$0
$9.33 Million 0.87% of portfolio
47,755
Q2 2025 Added 9.68%
$0
$8.9 Million 0.83% of portfolio
240,929
Q2 2025 Added 3.34%
$0
$8.75 Million 0.82% of portfolio
262,358
Q2 2025 Reduced 17.98%
$0
$8.57 Million 0.8% of portfolio
13,874
Q2 2025 Reduced 10.39%
$0
$8.01 Million 0.75% of portfolio
95,932
Q2 2025 Reduced 0.77%
$0
$7.86 Million 0.73% of portfolio
227,572
Q2 2025 Reduced 14.41%
$0
$7.19 Million 0.67% of portfolio
284,197
Q2 2025 Added 2.15%
$0
$6.95 Million 0.65% of portfolio
99,855
Q2 2025 Reduced 1.74%
$0
$6.93 Million 0.65% of portfolio
246,968
Q2 2025 Added 1.23%
$0
$6.03 Million 0.56% of portfolio
55,208
Q2 2025 Added 6.31%
$0
$5.3 Million 0.49% of portfolio
53,503
Q2 2025 Added 18.68%
$0
$5.21 Million 0.49% of portfolio
81,514
Q2 2025 Added 0.67%
$0
$5.2 Million 0.48% of portfolio
38,346
Q2 2025 Reduced 2.39%
$0
$5.19 Million 0.48% of portfolio
57,063
Q2 2025 Reduced 1.83%
$0
$4.93 Million 0.46% of portfolio
178,205
Q2 2025 Added 0.68%
$0
$4.9 Million 0.46% of portfolio
36,303
Q2 2025 Added 42.21%
$0
$4.99 Million 0.46% of portfolio
52,703
Q2 2025 Reduced 4.66%
$0
$4.8 Million 0.45% of portfolio
36,057
Q2 2025 Added 3.67%
$0
$4.56 Million 0.42% of portfolio
38,891
Q2 2025 Reduced 12.93%
$0
$3.89 Million 0.36% of portfolio
22,472
Q2 2025 Reduced 1.28%
$0
$3.61 Million 0.34% of portfolio
5,444
Q2 2025 Reduced 9.58%
$0
$3.6 Million 0.34% of portfolio
91,283
Q2 2025 Added 3.08%
$0
$3.46 Million 0.32% of portfolio
133,848
Q2 2025 Added 0.62%
$0
$3.27 Million 0.31% of portfolio
108,597
Q2 2025 Added 0.12%
$0
$3.26 Million 0.3% of portfolio
80,303
Q2 2025 Added 4.74%
$0
$2.87 Million 0.27% of portfolio
14,562
Q2 2025 Added 11.28%
$0
$2.81 Million 0.26% of portfolio
11,099
Q2 2025 Added 1.75%
$0
$2.84 Million 0.26% of portfolio
15,029
Q2 2025 Added 3.39%
$0
$2.65 Million 0.25% of portfolio
6,024
Q2 2025 Reduced 5.01%
$0
$2.73 Million 0.25% of portfolio
34,569
Q2 2025 Reduced 5.99%
$0
$2.52 Million 0.23% of portfolio
107,370
Q2 2025 Added 36.91%
$0
$2.2 Million 0.2% of portfolio
48,645
Q2 2025 Added 2,238.7%
$0
$2.16 Million 0.2% of portfolio
16,288
Q2 2025 Added 161.57%
$0
$1.99 Million 0.19% of portfolio
4,537
Q2 2025 Reduced 11.35%
$0
$1.91 Million 0.18% of portfolio
10,491
Q2 2025 Added 4.34%
$0
$1.95 Million 0.18% of portfolio
43,854
Q2 2025 Added 50.75%
$0
$1.8 Million 0.17% of portfolio
37,286
Q2 2025 Reduced 8.02%
$0
$1.78 Million 0.17% of portfolio
39,268
Q2 2025 Reduced 2.42%
$0
$1.81 Million 0.17% of portfolio
8,406
Q2 2025 Added 5.1%
$0
$1.81 Million 0.17% of portfolio
31,790
Q2 2025 Added 72.78%
$0
$1.78 Million 0.17% of portfolio
41,290
Q2 2025 Added 2,018.52%
$0
$1.74 Million 0.16% of portfolio
57,594
Q2 2025 Added 11.56%

Summary

  • Portfolio
  • No. of Stocks 1,805
  • Current Value $1.07 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 136 stocks
  • Additional Purchases 615 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 449 stocks
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