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
$1.72 Million 0.16% of portfolio
22,244
Q2 2025 Added 47.97%
$0
$1.72 Million 0.16% of portfolio
27,703
Q2 2025 Added 7.81%
$0
$1.57 Million 0.15% of portfolio
35,147
Q2 2025 Added 2.11%
$0
$1.48 Million 0.14% of portfolio
30,140
Q2 2025 Added 23.4%
$0
$1.5 Million 0.14% of portfolio
8,192
Q2 2025 Added 116.2%
$0
$1.55 Million 0.14% of portfolio
30,991
Q2 2025 Reduced 3.97%
$0
$1.48 Million 0.14% of portfolio
13,485
Q2 2025 Reduced 10.66%
$0
$1.55 Million 0.14% of portfolio
15,589
Q2 2025 Reduced 6.53%
$0
$1.52 Million 0.14% of portfolio
20,051
Q2 2025 Added 3.28%
$0
$1.44 Million 0.13% of portfolio
34,231
Q2 2025 Added 6.13%
$0
$1.43 Million 0.13% of portfolio
26,224
Q2 2025 Reduced 18.8%
$0
$1.35 Million 0.13% of portfolio
5,643
Q2 2025 Added 4.5%
$0
$1.35 Million 0.13% of portfolio
44,083
Q2 2025 Added 56.03%
$0
$1.27 Million 0.12% of portfolio
33,759
Q2 2025 Added 4.99%
$0
$1.25 Million 0.12% of portfolio
26,109
Q2 2025 Added 0.93%
$0
$1.27 Million 0.12% of portfolio
15,805
Q2 2025 Reduced 20.22%
$0
$1.14 Million 0.11% of portfolio
12,354
Q2 2025 Added 6.68%
$0
$1.15 Million 0.11% of portfolio
7,637
Q2 2025 Reduced 10.29%
$0
$1.19 Million 0.11% of portfolio
6,508
Q2 2025 Reduced 0.02%
$0
$1.09 Million 0.1% of portfolio
50,477
Q2 2025 Added 1.06%
$0
$1.09 Million 0.1% of portfolio
14,158
Q2 2025 Added 599.51%
$0
$1.04 Million 0.1% of portfolio
16,212
Q2 2025 Added 0.2%
$0
$1.1 Million 0.1% of portfolio
12,521
Q2 2025 Reduced 31.27%
$0
$1.09 Million 0.1% of portfolio
23,572
Q2 2025 Added 202.59%
$0
$1.05 Million 0.1% of portfolio
11,000
Q2 2025 Reduced 9.84%
$0
$965,000 0.09% of portfolio
2,274
Q2 2025 Reduced 15.24%
$0
$947,000 0.09% of portfolio
18,865
Q2 2025 New
$0
$966,000 0.09% of portfolio
30,347
Q4 2024 Reduced 16.63%
$0
$945,000 0.09% of portfolio
9,038
Q2 2025 Added 13.33%
$0
$859,000 0.08% of portfolio
6,042
Q2 2025 Added 0.37%
$0
$834,000 0.08% of portfolio
14,777
Q2 2025 Added 99.26%
$0
$841,000 0.08% of portfolio
11,089
Q2 2025 Added 424.05%
$0
$880,000 0.08% of portfolio
16,933
Q2 2025 Reduced 4.66%
$0
$824,000 0.08% of portfolio
16,480
Q2 2025 Reduced 0.18%
$0
$903,000 0.08% of portfolio
18,501
Q2 2025 Added 19.16%
$0
$883,000 0.08% of portfolio
17,635
Q2 2025 Added 3.87%
$0
$899,000 0.08% of portfolio
18,645
Q2 2025 Reduced 4.62%
$0
$888,000 0.08% of portfolio
28,368
Q4 2024 Reduced 31.5%
$0
$905,000 0.08% of portfolio
18,046
Q2 2025 Added 143.96%
$0
$861,000 0.08% of portfolio
18,119
Q2 2025 Reduced 4.74%
$0
$845,000 0.08% of portfolio
9,971
Q2 2025 Added 76.7%
$0
$848,000 0.08% of portfolio
13,531
Q2 2025 Reduced 48.14%
$0
$781,000 0.07% of portfolio
13,814
Q2 2025 Added 0.77%
$116B
$777,000 0.07% of portfolio
2,552
Q2 2025 Reduced 24.34%
$0
$747,000 0.07% of portfolio
27,934
Q2 2025 Reduced 1.45%
$0
$786,000 0.07% of portfolio
17,845
Q2 2025 Added 266.43%
$0
$701,000 0.07% of portfolio
6,953
Q2 2025 Reduced 0.23%
$0
$718,000 0.07% of portfolio
14,652
Q2 2025 Added 27.54%
$0
$735,000 0.07% of portfolio
8,299
Q2 2025 Added 59.44%

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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