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
$145B
$115,000 0.01% of portfolio
1,140
Q1 2025 Reduced 1.3%
$102B
$73,000 0.01% of portfolio
222
Q1 2025 Added 27.59%
$77.3B
$136,000 0.01% of portfolio
536
Q1 2025 Reduced 15.86%
$12.1B
$101,000 0.01% of portfolio
833
Q4 2024 Added 0.12%
$10.4B
$77,000 0.01% of portfolio
1,000
Q3 2023 New
$9.52B
$63,000 0.01% of portfolio
1,054
Q2 2023 Reduced 6.73%
$37.3B
$66,000 0.01% of portfolio
866
Q1 2025 Reduced 57.3%
$7.46B
$61,000 0.01% of portfolio
492
Q1 2025 Reduced 58.02%
$143B
$136,000 0.01% of portfolio
667
Q1 2025 Reduced 15.36%
$26.9B
$98,000 0.01% of portfolio
2,253
Q1 2025 Reduced 1.49%
$51.2B
$52,000 0.01% of portfolio
306
Q1 2025 Reduced 2.86%
$0
$61,000 0.01% of portfolio
7,582
Q1 2025 Reduced 8.09%
$68.3B
$106,000 0.01% of portfolio
420
Q1 2025 Reduced 6.25%
$0
$83,000 0.01% of portfolio
6,863
Q1 2025 Added 0.04%
$1.48B
$105,000 0.01% of portfolio
2,227
Q1 2025 Reduced 0.13%
$0
$74,000 0.01% of portfolio
3,067
Q1 2025 Reduced 70.31%
$0
$132,000 0.01% of portfolio
2,359
Q1 2025 Added 0.13%
$0
$55,000 0.01% of portfolio
1,111
Q1 2025 Added 0.18%
$39.7B
$148,000 0.01% of portfolio
14,762
Q1 2025 Reduced 27.08%
$32.8B
$65,000 0.01% of portfolio
417
Q1 2025 Added 0.24%
$33B
$127,000 0.01% of portfolio
303
Q1 2025 Added 7.07%
$16.5B
$77,000 0.01% of portfolio
648
Q3 2024 Added 0.15%
$5.63B
$130,000 0.01% of portfolio
1,786
Q1 2025 Added 4,727.03%
$0
$65,000 0.01% of portfolio
1,297
Q1 2025 New
$19.3B
$75,000 0.01% of portfolio
2,972
Q1 2025 Reduced 4.04%
$8.34B
$144,000 0.01% of portfolio
2,357
Q1 2025 Reduced 0.08%
$19.3B
$123,000 0.01% of portfolio
373
Q1 2025 Reduced 0.27%
$74.4B
$77,000 0.01% of portfolio
313
Q1 2025 Reduced 16.53%
$12.2B
$54,000 0.01% of portfolio
692
Q1 2025 Reduced 3.35%
$0
$92,000 0.01% of portfolio
829
Q1 2025 Reduced 56.14%
$0
$147,000 0.01% of portfolio
1,256
Q4 2024 Added 33.33%
$0
$80,000 0.01% of portfolio
1,022
Q1 2025 Reduced 87.39%
$0
$64,000 0.01% of portfolio
661
Q1 2025 Reduced 13.03%
$0
$74,000 0.01% of portfolio
825
Q1 2025 Reduced 78.05%
$0
$58,000 0.01% of portfolio
628
Q1 2025 Reduced 55.4%
$0
$63,000 0.01% of portfolio
1,075
Q1 2024 Added 147.7%
$0
$110,000 0.01% of portfolio
1,164
Q1 2025 Reduced 28.98%
$0
$140,000 0.01% of portfolio
3,019
Q1 2025 Reduced 62.93%
$0
$151,000 0.01% of portfolio
7,785
Q1 2025 Added 0.36%
$0
$113,000 0.01% of portfolio
2,584
Q1 2025 Added 1.17%
$36.3B
$71,000 0.01% of portfolio
2,364
Q1 2025 Reduced 22.77%
$9.78B
$79,000 0.01% of portfolio
698
Q1 2025 Added 0.43%
$28B
$59,000 0.01% of portfolio
1,546
Q1 2025 Added 0.13%
$20.6B
$97,000 0.01% of portfolio
1,061
Q2 2023 Reduced 1.03%
$33.1B
$122,000 0.01% of portfolio
432
Q1 2025 Reduced 10.37%
$3.46B
$86,000 0.01% of portfolio
21,968
Q1 2025 Reduced 0.71%
$76.7B
$80,000 0.01% of portfolio
337
Q1 2025 Added 4.98%
$18.8B
$67,000 0.01% of portfolio
820
Q1 2025 Added 0.12%
$3.27B
$125,000 0.01% of portfolio
434
Q4 2024 Added 171.25%

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
Track This Portfolio

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email