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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.66 Million 0.16% of portfolio
18,217
Q1 2025 Added 45.49%
$0
$1.6 Million 0.16% of portfolio
7,998
Q1 2025 Reduced 4.85%
$132B
$1.58 Million 0.16% of portfolio
6,775
Q1 2025 Reduced 3.79%
$0
$1.56 Million 0.15% of portfolio
32,272
Q1 2025 Added 4.13%
$0
$1.5 Million 0.15% of portfolio
25,695
Q1 2025 Reduced 7.25%
$0
$1.47 Million 0.15% of portfolio
16,678
Q1 2025 Added 6.99%
$0
$1.56 Million 0.15% of portfolio
19,810
Q1 2025 Added 25.34%
$725B
$1.49 Million 0.15% of portfolio
1,800
Q1 2025 Reduced 23.83%
$9.78B
$1.49 Million 0.15% of portfolio
133,589
Q1 2025 Reduced 8.64%
$286B
$1.48 Million 0.15% of portfolio
20,598
Q1 2025 Reduced 12.03%
$101B
$1.53 Million 0.15% of portfolio
7,046
Q1 2025 Added 40.84%
$0
$1.53 Million 0.15% of portfolio
26,092
Q1 2025 Added 93.62%
$12B
$1.53 Million 0.15% of portfolio
30,015
Q1 2025 Reduced 11.71%
$127B
$1.4 Million 0.14% of portfolio
4,567
Q1 2025 Reduced 4.6%
$190B
$1.46 Million 0.14% of portfolio
4,421
Q1 2025 Added 19.23%
$45.6B
$1.46 Million 0.14% of portfolio
790
Q1 2025 Reduced 0.63%
$299B
$1.44 Million 0.14% of portfolio
10,900
Q1 2025 Reduced 13.81%
$0
$1.4 Million 0.14% of portfolio
63,398
Q1 2025 Added 0.59%
$211B
$1.38 Million 0.14% of portfolio
300
Q1 2025 Reduced 2.91%
$0
$1.44 Million 0.14% of portfolio
34,422
Q1 2025 Reduced 2.06%
$0
$1.46 Million 0.14% of portfolio
51,625
Q1 2025 Reduced 10.36%
$81B
$1.38 Million 0.14% of portfolio
21,087
Q1 2025 Reduced 1.72%
$32.7B
$1.41 Million 0.14% of portfolio
16,313
Q1 2025 Added 5.02%
$180B
$1.42 Million 0.14% of portfolio
4,553
Q1 2025 Reduced 5.5%
$17.2B
$1.27 Million 0.13% of portfolio
41,047
Q1 2025 Added 98.35%
$141B
$1.35 Million 0.13% of portfolio
19,085
Q1 2025 Reduced 4.18%
$365B
$1.18 Million 0.12% of portfolio
28,348
Q1 2025 Reduced 4.59%
$44.3B
$1.2 Million 0.12% of portfolio
3,841
Q1 2025 Reduced 17.84%
$0
$1.24 Million 0.12% of portfolio
59,197
Q1 2025 Added 76.99%
$0
$1.21 Million 0.12% of portfolio
25,869
Q1 2025 Reduced 0.92%
$136B
$1.19 Million 0.12% of portfolio
10,650
Q1 2025 Reduced 36.15%
$149B
$1.24 Million 0.12% of portfolio
5,865
Q1 2025 Reduced 1.33%
$135B
$1.25 Million 0.12% of portfolio
49,157
Q1 2025 Reduced 31.0%
$86.4B
$1.17 Million 0.12% of portfolio
3,350
Q1 2025 Reduced 5.34%
$1.09T
$1.17 Million 0.12% of portfolio
7,026
Q1 2025 Added 24.53%
$137B
$1.19 Million 0.12% of portfolio
5,023
Q1 2025 Added 3.23%
$0
$1.19 Million 0.12% of portfolio
6,509
Q1 2025 Added 0.02%
$78.7B
$1.24 Million 0.12% of portfolio
12,910
Q1 2025 Reduced 7.07%
$0
$1.22 Million 0.12% of portfolio
19,415
Q1 2025 Reduced 3.06%
$0
$1.19 Million 0.12% of portfolio
29,090
Q1 2025 Reduced 33.67%
$0
$1.22 Million 0.12% of portfolio
32,254
Q1 2025 Reduced 5.78%
$0
$1.18 Million 0.12% of portfolio
32,153
Q1 2025 Reduced 4.76%
$553B
$1.23 Million 0.12% of portfolio
8,814
Q1 2025 Reduced 6.33%
$127B
$1.25 Million 0.12% of portfolio
13,144
Q1 2025 Reduced 1.08%
$6.2B
$1.26 Million 0.12% of portfolio
63,932
Q1 2025 Reduced 4.36%
$33.3B
$1.19 Million 0.12% of portfolio
12,390
Q1 2025 Added 4.11%
$152B
$1.15 Million 0.11% of portfolio
16,253
Q1 2025 Reduced 41.85%
$19.5B
$1.09 Million 0.11% of portfolio
31,127
Q1 2025 Reduced 33.82%
$0
$1.07 Million 0.11% of portfolio
49,946
Q1 2025 Reduced 1.05%

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
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