Sunbelt Securities, Inc. has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $924 Million distributed in 1855 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $41.5M, Apple Inc. with a value of $26.9M, Ishares Core S&P 500 ETF with a value of $21.9M, Schwab Strategic Tr Us Large C with a value of $19.3M, and Exxon Mobil Corp with a value of $17.7M.
Examining the 13F form we can see an increase of $26.7M in the current position value, from $897M to 924M.
Also it can be appreciated an additional of 173 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
$924 Million
ETFs: $387 Million
Technology: $145 Million
Financial Services: $65.4 Million
Energy: $56.6 Million
Healthcare: $50.9 Million
Consumer Cyclical: $49.6 Million
Communication Services: $38.6 Million
Consumer Defensive: $32.8 Million
Other: $65.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions