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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.35 Million 0.18% of portfolio
98,376
Q3 2025 Reduced 8.25%
$1.46T
$2.14 Million 0.17% of portfolio
7,657
Q3 2025 Added 35.71%
$84B
$2.06 Million 0.16% of portfolio
10,701
Q3 2025 Added 113.89%
$170B
$2.04 Million 0.16% of portfolio
14,131
Q3 2025 Reduced 3.71%
$183B
$2.01 Million 0.16% of portfolio
7,114
Q3 2025 Added 6.12%
$167B
$2.02 Million 0.16% of portfolio
21,174
Q3 2025 Added 98.09%
$236M
$1.92 Million 0.15% of portfolio
146,133
Q3 2025 Added 390.69%
$174B
$1.91 Million 0.15% of portfolio
12,835
Q3 2025 Reduced 3.4%
$228B
$1.95 Million 0.15% of portfolio
14,543
Q3 2025 Added 18.95%
$64.9B
$1.78 Million 0.14% of portfolio
21,202
Q3 2025 Added 52.62%
$99.7B
$1.81 Million 0.14% of portfolio
9,413
Q3 2025 Reduced 48.86%
$187B
$1.83 Million 0.14% of portfolio
10,991
Q3 2025 Reduced 25.62%
$291B
$1.76 Million 0.14% of portfolio
3,679
Q3 2025 Reduced 0.78%
$2.96B
$1.71 Million 0.13% of portfolio
336,695
Q3 2025 Reduced 17.68%
$65.2B
$1.69 Million 0.13% of portfolio
4,002
Q3 2025 Reduced 14.4%
$181B
$1.67 Million 0.13% of portfolio
59,213
Q3 2025 Reduced 52.86%
$839M
$1.58 Million 0.12% of portfolio
103,641
Q3 2025 Reduced 1.82%
$6.2B
$1.54 Million 0.12% of portfolio
14,296
Q3 2025 Added 2,130.27%
$971B
$1.56 Million 0.12% of portfolio
2,050
Q3 2025 Reduced 13.25%
$4.41B
$1.58 Million 0.12% of portfolio
60,720
Q3 2025 Added 14.9%
$328B
$1.55 Million 0.12% of portfolio
5,162
Q3 2025 Added 14.3%
$413B
$1.56 Million 0.12% of portfolio
30,310
Q3 2025 Added 2.01%
$191B
$1.51 Million 0.12% of portfolio
279
Q3 2025 Reduced 9.71%
$104B
$1.37 Million 0.11% of portfolio
4,652
Q3 2025 Reduced 2.82%
$168B
$1.41 Million 0.11% of portfolio
18,630
Q3 2025 Reduced 6.47%
$268B
$1.35 Million 0.11% of portfolio
8,061
Q3 2025 Added 13.68%
$55.4B
$1.36 Million 0.11% of portfolio
4,453
Q3 2025 Reduced 0.71%
$87.8B
$1.38 Million 0.11% of portfolio
2,900
Q3 2025 Added 2,715.53%
$152B
$1.35 Million 0.11% of portfolio
5,490
Q3 2025 Added 13.95%
$113B
$1.43 Million 0.11% of portfolio
15,104
Q3 2025 Reduced 5.72%
$418B
$1.42 Million 0.11% of portfolio
7,926
Q3 2025 Reduced 37.33%
$140B
$1.46 Million 0.11% of portfolio
5,803
Q3 2025 Reduced 17.59%
$71.6B
$1.42 Million 0.11% of portfolio
21,246
Q3 2025 Reduced 0.98%
$32.5B
$1.3 Million 0.1% of portfolio
1,571
Q3 2025 Added 75.53%
$132B
$1.31 Million 0.1% of portfolio
6,233
Q3 2025 Added 4.86%
$114B
$1.25 Million 0.1% of portfolio
5,807
Q3 2025 Reduced 11.57%
$26.3B
$1.32 Million 0.1% of portfolio
7,051
Q3 2025 Added 248.03%
$450M
$1.22 Million 0.1% of portfolio
136,999
Q3 2025 Added 382.32%
$141B
$1.26 Million 0.1% of portfolio
49,426
Q3 2025 Reduced 30.62%
$156B
$1.25 Million 0.1% of portfolio
11,292
Q3 2025 Reduced 32.3%
$74.3B
$1.31 Million 0.1% of portfolio
20,654
Q3 2025 Added 2,906.4%
$68.7B
$1.15 Million 0.09% of portfolio
13,826
Q3 2025 Reduced 18.3%
$1.35B
$1.1 Million 0.09% of portfolio
20,515
Q3 2025 Added 38.11%
$86.1B
$1.14 Million 0.09% of portfolio
3,296
Q3 2025 Reduced 6.87%
$151B
$1.09 Million 0.09% of portfolio
3,098
Q3 2025 Added 13.77%
$5.6B
$1.09 Million 0.09% of portfolio
38,604
Q3 2025 Added 255.67%
$136B
$1.18 Million 0.09% of portfolio
5,003
Q3 2025 Added 2.82%
$140B
$1.21 Million 0.09% of portfolio
3,245
Q3 2025 Added 43.9%
$109B
$1.16 Million 0.09% of portfolio
20,993
Q3 2025 Added 58.69%

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
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