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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.78 Million 0.17% of portfolio
41,290
Q2 2025 Added 2,018.52%
$302B
$1.88 Million 0.17% of portfolio
23,415
Q2 2025 Added 13.68%
$155B
$1.81 Million 0.17% of portfolio
14,675
Q2 2025 Added 3.19%
$150B
$1.85 Million 0.17% of portfolio
16,680
Q2 2025 Added 56.62%
$152B
$1.87 Million 0.17% of portfolio
6,704
Q2 2025 Added 1.73%
$217B
$1.79 Million 0.17% of portfolio
309
Q2 2025 Added 3.0%
$63.8B
$1.71 Million 0.16% of portfolio
16,922
Q2 2025 Added 26.76%
$2.38B
$1.76 Million 0.16% of portfolio
408,994
Q2 2025 Added 9.3%
$901M
$1.7 Million 0.16% of portfolio
105,566
Q2 2025 Added 3.88%
$10.3B
$1.68 Million 0.16% of portfolio
146,226
Q2 2025 Added 9.46%
$0
$1.74 Million 0.16% of portfolio
57,594
Q2 2025 Added 11.56%
$0
$1.72 Million 0.16% of portfolio
22,244
Q2 2025 Added 47.97%
$138B
$1.73 Million 0.16% of portfolio
71,237
Q2 2025 Added 44.92%
$0
$1.72 Million 0.16% of portfolio
27,703
Q2 2025 Added 7.81%
$39.1B
$1.56 Million 0.15% of portfolio
14,566
Q2 2025 Added 41.82%
$0
$1.57 Million 0.15% of portfolio
35,147
Q2 2025 Added 2.11%
$11.8B
$1.59 Million 0.15% of portfolio
33,994
Q2 2025 Added 13.26%
$152B
$1.56 Million 0.15% of portfolio
7,042
Q2 2025 Added 3.94%
$78.6B
$1.59 Million 0.15% of portfolio
21,457
Q2 2025 Added 1.75%
$229B
$1.66 Million 0.15% of portfolio
12,226
Q2 2025 Reduced 3.85%
$124B
$1.48 Million 0.14% of portfolio
4,787
Q2 2025 Added 4.82%
$33.3B
$1.45 Million 0.14% of portfolio
795
Q2 2025 Added 0.63%
$61.9B
$1.47 Million 0.14% of portfolio
13,892
Q2 2025 Added 7.61%
$0
$1.48 Million 0.14% of portfolio
30,140
Q2 2025 Added 23.4%
$56.3B
$1.53 Million 0.14% of portfolio
4,675
Q2 2025 Added 21.71%
$0
$1.5 Million 0.14% of portfolio
8,192
Q2 2025 Added 116.2%
$0
$1.55 Million 0.14% of portfolio
30,991
Q2 2025 Reduced 3.97%
$0
$1.48 Million 0.14% of portfolio
13,485
Q2 2025 Reduced 10.66%
$0
$1.55 Million 0.14% of portfolio
15,589
Q2 2025 Reduced 6.53%
$178B
$1.53 Million 0.14% of portfolio
13,287
Q2 2025 Added 1.09%
$0
$1.52 Million 0.14% of portfolio
20,051
Q2 2025 Added 3.28%
$45.1B
$1.37 Million 0.13% of portfolio
10,596
Q2 2025 Added 49.81%
$146B
$1.38 Million 0.13% of portfolio
5,944
Q2 2025 Added 1.35%
$0
$1.38 Million 0.13% of portfolio
63,025
Q2 2025 Reduced 0.59%
$139B
$1.38 Million 0.13% of portfolio
6,567
Q2 2025 Added 6.42%
$141B
$1.38 Million 0.13% of portfolio
19,918
Q2 2025 Added 4.36%
$32.7B
$1.35 Million 0.13% of portfolio
15,533
Q2 2025 Reduced 4.78%
$0
$1.44 Million 0.13% of portfolio
34,231
Q2 2025 Added 6.13%
$0
$1.43 Million 0.13% of portfolio
26,224
Q2 2025 Reduced 18.8%
$150B
$1.44 Million 0.13% of portfolio
4,818
Q2 2025 Added 5.82%
$0
$1.35 Million 0.13% of portfolio
5,643
Q2 2025 Added 4.5%
$0
$1.35 Million 0.13% of portfolio
44,083
Q2 2025 Added 56.03%
$120B
$1.44 Million 0.13% of portfolio
16,021
Q2 2025 Added 0.11%
$381B
$1.41 Million 0.13% of portfolio
29,712
Q2 2025 Added 4.81%
$218B
$1.44 Million 0.13% of portfolio
3,708
Q2 2025 Reduced 16.13%
$324B
$1.43 Million 0.13% of portfolio
12,647
Q2 2025 Added 16.03%
$87.2B
$1.24 Million 0.12% of portfolio
6,410
Q2 2025 Added 871.21%
$6.14B
$1.34 Million 0.12% of portfolio
66,848
Q2 2025 Added 4.56%
$0
$1.27 Million 0.12% of portfolio
33,759
Q2 2025 Added 4.99%

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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