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
