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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$478B
$151 Million 14.94% of portfolio
1,272,829
Q1 2025 Added 58.14%
$358B
$37.2 Million 3.68% of portfolio
343,653
Q1 2025 Reduced 2.05%
$3.56T
$26 Million 2.57% of portfolio
69,393
Q1 2025 Reduced 1.44%
$3.23T
$26 Million 2.56% of portfolio
116,909
Q1 2025 Reduced 1.18%
$2.14T
$16.9 Million 1.67% of portfolio
88,937
Q1 2025 Reduced 2.61%
$101B
$11.4 Million 1.13% of portfolio
68,126
Q1 2025 Reduced 6.7%
$377B
$11.1 Million 1.1% of portfolio
65,213
Q1 2025 Reduced 4.66%
$1.02T
$9.3 Million 0.92% of portfolio
35,886
Q1 2025 Added 1.9%
$328B
$8.48 Million 0.84% of portfolio
40,482
Q1 2025 Reduced 12.93%
$1.53T
$7.86 Million 0.78% of portfolio
13,631
Q1 2025 Reduced 4.13%
$554B
$7.85 Million 0.77% of portfolio
22,400
Q1 2025 Reduced 2.84%
$67.9B
$7.51 Million 0.74% of portfolio
220,031
Q1 2025 Added 3.33%
$200B
$7.13 Million 0.7% of portfolio
79,410
Q1 2025 Added 0.82%
$392B
$6.87 Million 0.68% of portfolio
41,453
Q1 2025 Reduced 26.06%
$995B
$6.82 Million 0.67% of portfolio
44,103
Q1 2025 Reduced 10.66%
$434B
$6.72 Million 0.66% of portfolio
7,110
Q1 2025 Added 2.2%
$807B
$6.27 Million 0.62% of portfolio
25,566
Q1 2025 Reduced 12.89%
$298B
$6.23 Million 0.61% of portfolio
86,951
Q1 2025 Reduced 0.07%
$1.02T
$5.34 Million 0.53% of portfolio
34,154
Q1 2025 Reduced 3.74%
$631B
$4.95 Million 0.49% of portfolio
9,300
Q1 2025 Added 2.82%
$107B
$4.56 Million 0.45% of portfolio
76,030
Q1 2025 Reduced 10.37%
$293B
$4.18 Million 0.41% of portfolio
24,991
Q1 2025 Reduced 29.87%
$261B
$4.17 Million 0.41% of portfolio
47,459
Q1 2025 Added 14.22%
$284B
$3.35 Million 0.33% of portfolio
21,081
Q1 2025 Reduced 2.66%
$508B
$3.39 Million 0.33% of portfolio
6,179
Q1 2025 Reduced 4.65%
$548B
$3.38 Million 0.33% of portfolio
3,629
Q1 2025 Added 0.25%
$175B
$3.31 Million 0.33% of portfolio
72,899
Q1 2025 Reduced 32.49%
$252B
$3.21 Million 0.32% of portfolio
12,894
Q1 2025 Reduced 0.21%
$55.1B
$3.22 Million 0.32% of portfolio
172,952
Q1 2025 Reduced 2.73%
$79.6B
$3.04 Million 0.3% of portfolio
20,675
Q1 2025 Reduced 23.57%
$211B
$2.7 Million 0.27% of portfolio
8,632
Q1 2025 Reduced 15.6%
$178B
$2.56 Million 0.25% of portfolio
17,060
Q1 2025 Reduced 15.51%
$107B
$2.54 Million 0.25% of portfolio
25,933
Q1 2025 Reduced 1.43%
$54.4B
$2.54 Million 0.25% of portfolio
19,196
Q1 2025 Reduced 21.96%
$0
$2.46 Million 0.24% of portfolio
116,734
Q1 2025 Added 8.87%
$358B
$2.32 Million 0.23% of portfolio
6,321
Q1 2025 Reduced 0.13%
$272B
$2.36 Million 0.23% of portfolio
38,307
Q1 2025 Reduced 4.37%
$63B
$2.3 Million 0.23% of portfolio
80,505
Q1 2025 Reduced 13.36%
$196B
$2.31 Million 0.23% of portfolio
2,897
Q1 2025 Added 5.65%
$2.66B
$2.26 Million 0.22% of portfolio
374,192
Q1 2025 Reduced 8.51%
$84.3B
$2.12 Million 0.21% of portfolio
14,578
Q1 2025 Reduced 20.8%
$155B
$2.05 Million 0.2% of portfolio
6,590
Q1 2025 Reduced 1.98%
$97.6B
$2.03 Million 0.2% of portfolio
14,535
Q1 2025 Added 7.79%
$30.9B
$1.97 Million 0.19% of portfolio
21,638
Q1 2025 Added 0.04%
$123B
$1.81 Million 0.18% of portfolio
4,051
Q1 2025 Reduced 1.77%
$216B
$1.79 Million 0.18% of portfolio
13,513
Q1 2025 Reduced 8.69%
$198B
$1.84 Million 0.18% of portfolio
64,991
Q1 2025 Reduced 48.26%
$233B
$1.69 Million 0.17% of portfolio
12,715
Q1 2025 Added 4.0%
$170B
$1.69 Million 0.17% of portfolio
11,016
Q1 2025 Reduced 25.45%

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