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CIK: 0001632932
Total reported value
$1.6B
$1.6B
1736 檔
7.1%
During the Q1 2024 filing period, Sunbelt Securities, Inc. (CIK: 0001632932) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 1736 reported positions.
During Q1 2024, Sunbelt Securities, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1736 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | -0.90% | +33.57% | |
| 2 | WIREEUR | Encore Wire CORP | Stock-Other | 2.66% | — | -2.16% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | -0.08% | -5.48% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.12% | -0.25% | +18.25% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.61% | +5.59% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.80% | -0.21% | -0.96% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.70% | -0.19% | -4.86% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.17% | -5.31% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | +3.49% | -8.90% | |
| 10 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.23% | -0.03% | +16.98% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.20% | -0.01% | -33.36% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.26% | +43.43% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.11% | +25.18% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.11% | +0.85% | |
| 15 | QTJA | Innovator Growth Acc Plus-j | ETF-Other | 0.96% | -0.04% | +51.05% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | -0.07% | -8.31% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | -0.16% | -1.06% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.04% | -5.21% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.88% | +0.17% | +0.62% | |
| 20 | JANJ | Innov Prem Inc 30 Barr - Jan | ETF-Other | 0.86% | -0.03% | — | |
| 21 | CGUS | Cap Group Core Equity | ETF-Other | 0.84% | -0.06% | +44.93% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.11% | -12.74% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | +0.04% | +0.38% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.78% | -0.10% | -2.63% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.01% | +10.79% | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.77% | -0.14% | -19.62% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.76% | +0.01% | +9.04% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.10% | -0.44% | |
| 29 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.68% | -0.02% | +5149.29% | |
| 30 | EPD | Enterprise Products Partners | Stock-Energy | 0.66% | +0.04% | +31.49% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.06% | +1.18% | |
| 32 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.63% | -0.22% | -5.74% | |
| 33 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.61% | -0.15% | +721.60% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.16% | +0.46% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.61% | — | +7.04% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.07% | +12.17% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.10% | -4.10% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.05% | -5.94% | |
| 39 | CGBL | Cap Group Core Balanced | ETF-Other | 0.56% | -0.02% | +71.65% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.54% | -0.01% | +0.31% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.05% | -5.17% | |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.53% | -0.10% | +20.02% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.11% | +0.77% | |
| 44 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.52% | +0.01% | -0.61% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.51% | -0.02% | -15.88% | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.51% | +0.09% | -1.37% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.50% | -0.01% | +2.52% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.05% | -2.77% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | +0.04% | +16.50% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | -0.02% | +145.38% |
According to official SEC Form 13F filings, Sunbelt Securities, Inc. reported a total U.S. public equity portfolio value of $1.6B across 1736 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, WIREEUR, IVV) accounted for 7.1% of total reported equity market value during Q1 2024.
During Q1 2024, Sunbelt Securities, Inc.'s top holdings by market value included NVDA (3.6%)、WIREEUR (2.7%)、IVV (2.2%). The largest single position, NVDA, represented 3.6% of total portfolio value.
In Q1 2024, Sunbelt Securities, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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