Sunbelt Securities, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $897 Million distributed in 1770 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $43.7M, Encore Wire Corp with a value of $26.3M, Apple Inc. with a value of $23.4M, Ishares Core S&P 500 ETF with a value of $20.7M, and Schwab Strategic Tr Us Large C with a value of $18.3M.

Examining the 13F form we can see an increase of $61.2M in the current position value, from $836M to 897M. Also it can be appreciated an additional of 106 stocks purchases and 1 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 $897 Million
ETFs: $353 Million
Technology: $142 Million
Financial Services: $64.7 Million
Industrials: $57.9 Million
Energy: $57.1 Million
Healthcare: $50.2 Million
Consumer Cyclical: $44.7 Million
Communication Services: $38.6 Million
Other: $58.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,770
  • Current Value $897 Million
  • Prior Value $836 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 106 stocks
  • Additional Purchases 533 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 393 stocks
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