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 Market Cap. of $200 Billions or more
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