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 Market Cap. of $10 Billions to $200 Billions
