Sunbelt Securities, Inc. Portfolio Holdings

Sunbelt Securities, Inc.

  • $1.01 Billion
  • Q1 2025

Sunbelt Securities, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 1795 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $151M, Nvidia Corp with a value of $37.2M, Microsoft Corp with a value of $26M, Apple Inc. with a value of $26M, and Ishares Gold Trust with a value of $22M.

Examining the 13F form we can see an decrease of $12.1M in the current position value, from $1.03B to 1.01B. Also it can be appreciated an additional of 119 stocks purchases and 3 closed positions.

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 $1.01 Billion
ETFs: $363 Million
Energy: $186 Million
Technology: $142 Million
Financial Services: $63.6 Million
Consumer Cyclical: $50.6 Million
Consumer Defensive: $45 Million
Healthcare: $43.4 Million
Communication Services: $33.7 Million
Other: $55.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14B
$0 0.0% of portfolio
25
Q1 2025 New
$14.8B
$3,000 0.0% of portfolio
35
Q3 2023 New
$46.4B
$3,000 0.0% of portfolio
34
Q1 2025 Reduced 90.81%
$38.2B
$16,000 0.0% of portfolio
75
Q3 2024 New
$94.9B
$3,000 0.0% of portfolio
120
Q3 2023 New
$12.5B
$16,000 0.0% of portfolio
197
Q1 2025 New
$26.2B
$25,000 0.0% of portfolio
114
Q1 2025 New
$14.1B
$3,000 0.0% of portfolio
11
Q4 2024 New
$30B
$11,000 0.0% of portfolio
1,000
Q1 2025 Reduced 80.0%

Summary

  • Portfolio
  • No. of Stocks 1,795
  • Current Value $1.01 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 119 stocks
  • Additional Purchases 451 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 622 stocks
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