Sunbelt Securities, Inc. Portfolio Holdings

Sunbelt Securities, Inc.

  • $1.03 Billion
  • Q4 2024

Sunbelt Securities, Inc. has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 1815 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $86.6M, Nvidia Corp with a value of $47.1M, Microsoft Corp with a value of $29.7M, Apple Inc. with a value of $29.6M, and Ishares Core S&P 500 ETF with a value of $21.5M.

Examining the 13F form we can see an increase of $102M in the current position value, from $924M to 1.03B. Also it can be appreciated an additional of 115 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 $1.03 Billion
ETFs: $381 Million
Technology: $172 Million
Energy: $122 Million
Financial Services: $64.5 Million
Consumer Cyclical: $60.6 Million
Healthcare: $45.9 Million
Consumer Defensive: $43.7 Million
Communication Services: $40.4 Million
Other: $60.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$459B
$86.6 Million 8.44% of portfolio
804,878
Q4 2024 Added 433.9%
$347B
$47.1 Million 4.59% of portfolio
350,836
Q4 2024 Added 2.69%
$3.05T
$29.7 Million 2.89% of portfolio
70,409
Q4 2024 Added 73.48%
$3.93T
$29.6 Million 2.89% of portfolio
118,301
Q4 2024 Added 2.43%
$0
$21.5 Million 2.1% of portfolio
36,538
Q4 2024 Reduced 3.77%
$2.31T
$20 Million 1.95% of portfolio
91,323
Q4 2024 Reduced 0.27%
$0
$18.7 Million 1.83% of portfolio
671,577
Q4 2024 Added 262.27%
$0
$18.4 Million 1.79% of portfolio
180,826
Q4 2024 Reduced 1.46%
$92.6B
$16.9 Million 1.65% of portfolio
73,016
Q4 2024 Added 0.25%
$1.12T
$14.2 Million 1.39% of portfolio
35,218
Q4 2024 Added 70.23%
$0
$13.3 Million 1.29% of portfolio
421,744
Q4 2024 Added 10.26%
$0
$13.1 Million 1.27% of portfolio
25,547
Q4 2024 Added 49.53%
$47B
$12.5 Million 1.22% of portfolio
252,262
Q4 2024 Reduced 16.67%
$0
$11.7 Million 1.14% of portfolio
428,403
Q4 2024 Added 257.24%
$392B
$11.5 Million 1.12% of portfolio
68,397
Q4 2024 Added 38.31%
$1.1T
$9.35 Million 0.91% of portfolio
49,367
Q4 2024 Reduced 1.49%
$1.61T
$8.39 Million 0.82% of portfolio
14,218
Q4 2024 Added 4.78%
$0
$8.43 Million 0.82% of portfolio
240,929
Q4 2024 Reduced 2.6%
$0
$8.37 Million 0.82% of portfolio
261,308
Q4 2024 Added 8.42%
$347B
$8.26 Million 0.81% of portfolio
46,495
Q4 2024 Reduced 0.25%
$405B
$8.11 Million 0.79% of portfolio
56,066
Q4 2024 Added 11.31%
$0
$8.13 Million 0.79% of portfolio
13,874
Q4 2024 Reduced 2.72%
$211B
$7.84 Million 0.76% of portfolio
78,763
Q4 2024 Added 54.27%
$0
$7.56 Million 0.74% of portfolio
227,572
Q4 2024 Added 15.03%
$0
$7.35 Million 0.72% of portfolio
284,333
Q4 2024 Added 84.47%
$583B
$7.29 Million 0.71% of portfolio
23,054
Q4 2024 Reduced 20.18%
$821B
$7.04 Million 0.69% of portfolio
29,349
Q4 2024 Added 5.74%
$0
$6.85 Million 0.67% of portfolio
247,097
Q4 2024 Added 171.32%
$0
$6.74 Million 0.66% of portfolio
95,932
Q4 2024 Added 50.32%
$1.13T
$6.76 Million 0.66% of portfolio
35,481
Q4 2024 Added 1.18%
$73.4B
$6.68 Million 0.65% of portfolio
212,948
Q4 2024 Reduced 12.86%
$0
$6.53 Million 0.64% of portfolio
99,855
Q4 2024 Reduced 3.5%
$467B
$6.37 Million 0.62% of portfolio
6,957
Q4 2024 Added 4.22%
$0
$6.29 Million 0.61% of portfolio
82,713
Q4 2024 Added 12.11%
$0
$6.13 Million 0.6% of portfolio
53,209
Q4 2024 Added 2.87%
$299B
$5.42 Million 0.53% of portfolio
87,014
Q4 2024 Added 742.59%
$0
$5.18 Million 0.51% of portfolio
57,008
Q4 2024 Reduced 0.1%
$0
$5.1 Million 0.5% of portfolio
53,503
Q4 2024 Added 42.33%
$306B
$5.16 Million 0.5% of portfolio
35,637
Q4 2024 Reduced 2.42%
$0
$5.07 Million 0.49% of portfolio
38,346
Q4 2024 Added 276.68%
$0
$5 Million 0.49% of portfolio
81,514
Q4 2024 Added 0.74%
$0
$4.88 Million 0.48% of portfolio
36,020
Q4 2024 Added 8.96%
$0
$4.8 Million 0.47% of portfolio
51,838
Q4 2024 Added 8.47%
$0
$4.7 Million 0.46% of portfolio
180,302
Q4 2024 Added 56.24%
$245B
$4.76 Million 0.46% of portfolio
62,951
Q4 2024 Added 3,111.79%
$0
$4.67 Million 0.46% of portfolio
36,303
Q4 2024 Reduced 3.18%
$0
$4.37 Million 0.43% of portfolio
38,891
Q4 2024 Added 0.63%
$94.5B
$4.44 Million 0.43% of portfolio
84,826
Q4 2024 Added 27.79%
$173B
$4.32 Million 0.42% of portfolio
107,976
Q4 2024 Added 1.85%

Summary

  • Portfolio
  • No. of Stocks 1,815
  • Current Value $1.03 Billion
  • Prior Value $924 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 115 stocks
  • Additional Purchases 506 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 555 stocks
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