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
$15.2B
$32,000 0.0% of portfolio
1,353
Q3 2025 Added 488.26%
$0
$1,000 0.0% of portfolio
10
Q1 2023 New
$35.8B
$30,000 0.0% of portfolio
112
Q3 2025 New
Ft Vest U.S. Equity Moderate Buffer ETF September
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.39%
Maplebear Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 Added 212.7%
$0
$35,000 0.0% of portfolio
300
Q3 2025 Reduced 66.56%
Veralto Corp Com Shs
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 30.94%
$12.8B
$4,000 0.0% of portfolio
140
Q3 2025 Reduced 86.41%
$7.87B
$62,000 0.0% of portfolio
492
Q3 2025 Reduced 58.02%
Ishares Advantage Large Cap Income ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Capital Group Dividend Growers ETF
-
$0 0.0% of portfolio
-
Q1 2024 New
Capital Group Core Balanced ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.97%
Capital Group International Equity ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Innovator U.S. Equity 5 To 15 Buffer ETF Quarterly
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.02%
Innovator Premium Income 30 Barrier ETF October
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 35.97%
$121M
$0 0.0% of portfolio
118
Q3 2025 New
Lithium Amers Corp New Com Shs
-
$0 0.0% of portfolio
-
Q4 2024 Added 58.33%
Innovator Premium Income 10 Barrier ETF October
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 20.22%
Ishares Large Cap Moderate Quarterly Laddered ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 66.67%
$8.03B
$17,000 0.0% of portfolio
89
Q3 2025 Added 2.3%
Capital Group Core Bond ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 26.8%
$2.4B
$2,000 0.0% of portfolio
119
Q3 2025 New
$8.24B
$1,000 0.0% of portfolio
12
Q3 2025 New
Prairie Oper CO Com
-
$0 0.0% of portfolio
-
Q3 2025 New
Ft Vest Technology Dividend Target Income ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 New
Ft Vest U.S. Equity Moderate Buffer ETF October
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 93.94%
Goldman Sachs S&P 500 Premium Income ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Goldman Sachs Nasdaq 100 Premium Income ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$30,000 0.0% of portfolio
635
Q3 2025 Added 48.36%
$0
$13,000 0.0% of portfolio
164
Q3 2025 Added 1.23%
Net Lease Office Properties Com
-
$0 0.0% of portfolio
-
Q3 2025 Added 23.81%
Lexeo Therapeutics Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 New
$1.65B
$4,000 0.0% of portfolio
249
Q3 2025 Reduced 12.32%
Franklin Focused Growth ETF Focused Growth ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$2.23B
$0 0.0% of portfolio
29
Q3 2025 New
$377M
$0 0.0% of portfolio
18
Q3 2025 New
Ft Vest Laddered Moderate Buffer ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 16.19%
$15.6B
$12,000 0.0% of portfolio
92
Q3 2025 Added 61.4%
Ishares Lifepath Target Date 2045 ETF Usd
-
$0 0.0% of portfolio
-
Q3 2025 Added 2,054.55%
Gmo Us Quality ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Enhanced Large Cap Core ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 424.68%
Fidelity Enhanced Large Cap Value ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.35%
Fidelity Enhanced Large Cap Growth ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 166.54%
Fidelity Enhanced Mid Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.26%
Fidelity Enhanced Small Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 89.99%
Ft Vest U.S. Equity Moderate Buffer ETF November
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.31%
Ft Vest U.S. Small Cap Moderate Buffer ETF November
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 53.27%

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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