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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$253,000 0.02% of portfolio
6,414
Q1 2025 Added 3.27%
$41B
$171,000 0.02% of portfolio
1,075
Q1 2025 Reduced 7.09%
$0
$174,000 0.02% of portfolio
6,580
Q1 2025 Reduced 3.31%
$0
$179,000 0.02% of portfolio
5,000
Q1 2025 Reduced 37.87%
$0
$201,000 0.02% of portfolio
4,870
Q1 2025 Reduced 72.71%
$0
$180,000 0.02% of portfolio
5,180
Q1 2025 Reduced 20.31%
$0
$177,000 0.02% of portfolio
1,779
Q1 2025 Added 9.88%
$0
$185,000 0.02% of portfolio
3,477
Q1 2025 Reduced 58.98%
$0
$200,000 0.02% of portfolio
2,567
Q1 2025 Added 0.2%
$0
$168,000 0.02% of portfolio
3,354
Q4 2024 Added 22.99%
$0
$181,000 0.02% of portfolio
3,631
Q1 2025 Reduced 2.29%
$0
$250,000 0.02% of portfolio
2,486
Q1 2025 Reduced 5.4%
$12.6B
$199,000 0.02% of portfolio
9,389
Q1 2025 Reduced 2.74%
$4.11B
$196,000 0.02% of portfolio
3,476
Q1 2025 Reduced 1.11%
$60.5B
$169,000 0.02% of portfolio
2,116
Q4 2024 Reduced 10.38%
$1.97B
$211,000 0.02% of portfolio
11,077
Q1 2025 Reduced 10.94%
$8.9B
$199,000 0.02% of portfolio
5,000
Q1 2023 New
$0
$204,000 0.02% of portfolio
2,673
Q1 2025 Added 5.49%
$0
$194,000 0.02% of portfolio
7,635
Q4 2024 Reduced 15.21%
$0
$169,000 0.02% of portfolio
2,486
Q1 2023 New
$0
$177,000 0.02% of portfolio
1,348
Q1 2025 Added 0.6%
$0
$167,000 0.02% of portfolio
7,160
Q1 2025 Added 0.69%
$0
$240,000 0.02% of portfolio
2,520
Q1 2025 Reduced 2.4%
$0
$170,000 0.02% of portfolio
1,861
Q1 2025 Reduced 15.26%
$4.34B
$187,000 0.02% of portfolio
4,895
Q1 2025 New
$281M
$175,000 0.02% of portfolio
6,932
Q1 2025 Added 36.4%
$0
$224,000 0.02% of portfolio
1,139
Q1 2025 Added 6.25%
$0
$174,000 0.02% of portfolio
2,208
Q1 2025 Reduced 18.79%
$0
$190,000 0.02% of portfolio
7,935
Q1 2025 Added 33.14%
$0
$192,000 0.02% of portfolio
16,600
Q1 2024 Added 66.0%
$40.1B
$237,000 0.02% of portfolio
1,187
Q1 2025 Reduced 17.34%
$0
$250,000 0.02% of portfolio
14,951
Q1 2025 Added 2.03%
$0
$196,000 0.02% of portfolio
3,717
Q1 2025 Reduced 19.51%
$47.6B
$217,000 0.02% of portfolio
931
Q1 2025 Added 3.91%
$38.4B
$213,000 0.02% of portfolio
3,022
Q1 2025 Added 30.82%
$30.1B
$158,000 0.02% of portfolio
798
Q1 2025 Added 219.2%
$3.03B
$191,000 0.02% of portfolio
14,500
Q1 2025 Added 61.11%
$3.05B
$231,000 0.02% of portfolio
6,790
Q1 2025 Added 10.14%
$268B
$196,000 0.02% of portfolio
297
Q1 2025 Added 188.35%
$0
$53,000 0.01% of portfolio
2,493
Q4 2024 Added 938.75%
$54.4B
$124,000 0.01% of portfolio
1,146
Q1 2025 Added 0.35%
$59.6B
$63,000 0.01% of portfolio
216
Q1 2025 Added 27.81%
$26.5B
$97,000 0.01% of portfolio
660
Q1 2025 Reduced 22.9%
$26.8B
$151,000 0.01% of portfolio
3,149
Q1 2025 Reduced 6.36%
$28.9B
$78,000 0.01% of portfolio
368
Q1 2025 Added 0.27%
$58.3B
$64,000 0.01% of portfolio
282
Q1 2025 Added 4.44%
$125B
$62,000 0.01% of portfolio
1,284
Q1 2025 Reduced 1.91%
$3.94B
$88,000 0.01% of portfolio
1,455
Q1 2025 Reduced 14.21%
$15.8B
$124,000 0.01% of portfolio
1,186
Q1 2025 Reduced 16.83%

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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