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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1B
$5.02 Million 0.39% of portfolio
29,358
Q3 2025 Added 117.71%
$0
$5.04 Million 0.39% of portfolio
35,596
Q3 2025 Reduced 1.28%
$0
$4.75 Million 0.37% of portfolio
46,109
Q3 2025 Reduced 13.82%
$0
$4.59 Million 0.36% of portfolio
24,193
Q3 2025 Added 130.61%
$49.1B
$4.38 Million 0.34% of portfolio
3,650
Q3 2025 Added 0.83%
$0
$4.38 Million 0.34% of portfolio
22,360
Q3 2025 Reduced 0.5%
$0
$4.09 Million 0.32% of portfolio
122,552
Q3 2025 Added 12.85%
$224B
$4.07 Million 0.32% of portfolio
13,385
Q3 2025 Added 30.88%
$0
$4.04 Million 0.32% of portfolio
18,199
Q3 2025 Added 24.98%
$0
$4.05 Million 0.32% of portfolio
40,526
Q3 2025 Reduced 23.1%
$303B
$3.98 Million 0.31% of portfolio
25,602
Q3 2025 Reduced 28.16%
$266B
$3.97 Million 0.31% of portfolio
14,061
Q3 2025 Added 8.82%
$0
$3.82 Million 0.3% of portfolio
142,276
Q3 2025 Added 6.3%
$512B
$3.65 Million 0.28% of portfolio
6,414
Q3 2025 Reduced 0.8%
$52.5B
$3.55 Million 0.28% of portfolio
206,959
Q3 2025 Added 16.39%
$0
$3.52 Million 0.27% of portfolio
44,213
Q3 2025 Added 27.9%
$0
$3.5 Million 0.27% of portfolio
83,228
Q3 2025 Reduced 8.82%
$0
$3.43 Million 0.27% of portfolio
35,455
Q3 2025 Added 6,490.15%
$0
$3.39 Million 0.26% of portfolio
12,029
Q3 2025 Added 8.38%
$0
$3.15 Million 0.25% of portfolio
34,577
Q3 2025 New
$0
$3.2 Million 0.25% of portfolio
68,808
Q3 2025 Added 925.91%
$0
$3.19 Million 0.25% of portfolio
19,397
Q3 2025 Added 153.99%
$265B
$3.1 Million 0.24% of portfolio
3,896
Q3 2025 Added 333.37%
$34.7B
$3.08 Million 0.24% of portfolio
21,758
Q3 2025 Added 0.59%
$91.4B
$3.11 Million 0.24% of portfolio
20,046
Q3 2025 Reduced 25.9%
$172B
$2.98 Million 0.23% of portfolio
67,830
Q3 2025 Reduced 37.18%
$70.1B
$2.99 Million 0.23% of portfolio
17,570
Q3 2025 Reduced 28.57%
$0
$2.97 Million 0.23% of portfolio
14,189
Q3 2025 Reduced 5.59%
$0
$2.81 Million 0.22% of portfolio
25,353
Q3 2025 New
$319B
$2.79 Million 0.22% of portfolio
40,718
Q3 2025 Added 1.65%
$0
$2.64 Million 0.21% of portfolio
4,305
Q3 2025 Added 302.34%
$163B
$2.64 Million 0.21% of portfolio
3,681
Q3 2025 Added 304.06%
$0
$2.52 Million 0.2% of portfolio
5,430
Q3 2025 Reduced 9.86%
$204B
$2.57 Million 0.2% of portfolio
18,298
Q3 2025 Reduced 9.38%
$367B
$2.54 Million 0.2% of portfolio
6,277
Q3 2025 Reduced 0.82%
$0
$2.54 Million 0.2% of portfolio
124,473
Q3 2025 Added 97.5%
$0
$2.57 Million 0.2% of portfolio
5,367
Q3 2025 Added 18.29%
$0
$2.39 Million 0.19% of portfolio
46,903
Q3 2025 Added 412.99%
$169B
$2.43 Million 0.19% of portfolio
2,643
Q3 2025 Reduced 3.61%
$11.5B
$2.48 Million 0.19% of portfolio
53,195
Q3 2025 Added 56.48%
$27.9B
$2.48 Million 0.19% of portfolio
1,298
Q3 2025 Added 672.62%
$593B
$2.39 Million 0.19% of portfolio
8,500
Q3 2025 Reduced 9.67%
$0
$2.49 Million 0.19% of portfolio
32,704
Q3 2025 Added 63.1%
$97.3B
$2.32 Million 0.18% of portfolio
27,432
Q3 2025 Added 4.27%
$61.6B
$2.33 Million 0.18% of portfolio
82,379
Q3 2025 Reduced 11.35%
$317B
$2.26 Million 0.18% of portfolio
26,969
Q3 2025 Added 15.18%
$0
$2.37 Million 0.18% of portfolio
35,171
Q3 2025 Added 159.93%
$258B
$2.3 Million 0.18% of portfolio
13,743
Q3 2025 Reduced 6.97%
$255B
$2.35 Million 0.18% of portfolio
7,083
Q3 2025 Added 183.32%

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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