Sunbelt Securities, Inc. Portfolio Holdings

Sunbelt Securities, Inc.

  • $1.07 Billion
  • Q2 2025

Sunbelt Securities, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 1805 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $86.8M, Nvidia Corp with a value of $55.4M, Microsoft Corp with a value of $35M, Apple Inc. with a value of $24.3M, and Ishares Core S&P 500 ETF with a value of $22.7M.

Examining the 13F form we can see an increase of $59.8M in the current position value, from $1.01B to 1.07B.

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 $1.07 Billion
ETFs: $403 Million
Technology: $190 Million
Energy: $122 Million
Financial Services: $68.4 Million
Consumer Cyclical: $57 Million
Consumer Defensive: $45.8 Million
Healthcare: $45.7 Million
Communication Services: $44.5 Million
Other: $61.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$86.8 Million 8.09% of portfolio
804,878
Q2 2025 Reduced 36.76%
$456B
$55.4 Million 5.17% of portfolio
350,836
Q2 2025 Added 2.09%
$3.95T
$35 Million 3.26% of portfolio
70,389
Q2 2025 Added 1.44%
$3.69T
$24.3 Million 2.26% of portfolio
118,301
Q2 2025 Added 1.19%
$127B
$20.1 Million 1.88% of portfolio
73,022
Q2 2025 Added 7.19%
$2.26T
$20.1 Million 1.87% of portfolio
91,423
Q2 2025 Added 2.8%
$1.08T
$11.2 Million 1.04% of portfolio
35,218
Q2 2025 Reduced 1.86%
$368B
$10.9 Million 1.02% of portfolio
68,397
Q2 2025 Added 4.88%
$1.78T
$10.5 Million 0.98% of portfolio
14,218
Q2 2025 Added 4.31%
$1.21T
$8.66 Million 0.81% of portfolio
49,167
Q2 2025 Added 11.48%
$452B
$8.56 Million 0.8% of portfolio
56,021
Q2 2025 Added 35.14%
$367B
$8.58 Million 0.8% of portfolio
62,951
Q2 2025 Reduced 18.59%
$351B
$8.63 Million 0.8% of portfolio
46,495
Q2 2025 Added 14.85%
$859B
$8.51 Million 0.79% of portfolio
29,349
Q2 2025 Added 14.8%
$551B
$8.12 Million 0.76% of portfolio
22,875
Q2 2025 Added 2.12%
$439B
$6.89 Million 0.64% of portfolio
6,957
Q2 2025 Reduced 2.15%
$1.24T
$6.29 Million 0.59% of portfolio
35,481
Q2 2025 Added 3.89%
$203B
$6.23 Million 0.58% of portfolio
78,752
Q2 2025 Reduced 0.83%
$306B
$6.16 Million 0.57% of portfolio
87,014
Q2 2025 Added 0.07%
$302B
$5.1 Million 0.48% of portfolio
35,637
Q2 2025 Added 42.6%
$118B
$4.97 Million 0.46% of portfolio
84,826
Q2 2025 Added 11.57%
$545B
$4.85 Million 0.45% of portfolio
3,620
Q2 2025 Reduced 0.25%
$182B
$4.67 Million 0.44% of portfolio
107,976
Q2 2025 Added 48.12%
$621B
$4.39 Million 0.41% of portfolio
9,045
Q2 2025 Reduced 2.74%
$281B
$4.06 Million 0.38% of portfolio
41,550
Q2 2025 Reduced 12.45%
$87.3B
$4.12 Million 0.38% of portfolio
27,052
Q2 2025 Added 30.84%
$261B
$3.94 Million 0.37% of portfolio
21,656
Q2 2025 Added 2.73%
$210B
$3.81 Million 0.35% of portfolio
12,921
Q2 2025 Added 0.21%
$548B
$3.63 Million 0.34% of portfolio
6,466
Q2 2025 Added 4.64%
$203B
$3.63 Million 0.34% of portfolio
125,601
Q2 2025 Added 93.26%
$51.4B
$3.31 Million 0.31% of portfolio
24,598
Q2 2025 Added 28.14%
$53.7B
$3.22 Million 0.3% of portfolio
177,814
Q2 2025 Added 2.81%
$79.3B
$3.06 Million 0.28% of portfolio
18,406
Q2 2025 Added 26.26%
$222B
$2.99 Million 0.28% of portfolio
10,227
Q2 2025 Added 18.48%
$89.6B
$2.84 Million 0.26% of portfolio
126,828
Q2 2025 Added 1,479.82%
$172B
$2.82 Million 0.26% of portfolio
2,742
Q2 2025 Reduced 5.35%
$293B
$2.78 Million 0.26% of portfolio
40,056
Q2 2025 Added 4.57%
$202B
$2.67 Million 0.25% of portfolio
20,191
Q2 2025 Added 18.35%
$36.7B
$2.65 Million 0.25% of portfolio
21,630
Q2 2025 Reduced 0.04%
$59.7B
$2.73 Million 0.25% of portfolio
92,922
Q2 2025 Added 15.42%
$282B
$2.7 Million 0.25% of portfolio
19,013
Q2 2025 Added 487.0%
$0
$2.6 Million 0.24% of portfolio
107,220
Q2 2025 Reduced 8.15%
$108B
$2.41 Million 0.22% of portfolio
26,309
Q2 2025 Added 1.45%
$405B
$2.32 Million 0.22% of portfolio
6,329
Q2 2025 Added 0.13%
$173B
$2.35 Million 0.22% of portfolio
14,776
Q2 2025 Added 34.13%
$185B
$2.39 Million 0.22% of portfolio
28,101
Q2 2025 Added 72.9%
$229B
$2.16 Million 0.2% of portfolio
14,772
Q2 2025 Added 9.32%
$123B
$2.02 Million 0.19% of portfolio
13,485
Q2 2025 Reduced 7.22%
$684B
$2.06 Million 0.19% of portfolio
9,410
Q2 2025 Added 6.76%

Summary

  • Portfolio
  • No. of Stocks 1,805
  • Current Value $1.07 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 136 stocks
  • Additional Purchases 615 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 449 stocks
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