Sunbelt Securities, Inc. Portfolio Holdings
Sunbelt Securities, Inc.
- $1.28 Billion
- Q3 2025
Sunbelt Securities, Inc. has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 2701 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $152M, Nvidia Corp with a value of $62.7M, Microsoft Corp with a value of $38.7M, Apple Inc. with a value of $31.8M, and Ishares Gold Trust with a value of $30.7M.
Examining the 13F form we can see an increase of $210M in the current position value, from $1.07B to 1.28B.
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
$1.28 Billion
ETFs: $488 Million
Technology: $225 Million
Energy: $189 Million
Financial Services: $93.2 Million
Consumer Cyclical: $56.7 Million
Consumer Defensive: $47.5 Million
Communication Services: $44.6 Million
Healthcare: $42.6 Million
Other: $60.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 2,701
- Current Value $1.28 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q3 2025
- Filing Date November 19, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 1,105 stocks
- Additional Purchases 677 stocks
- Sold out of 0 stocks
- Reduced holdings in 661 stocks