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CIK: 0001632932
Total reported value
$1.6B
$1.6B
1855 檔
8.0%
According to the latest 13F quarterly dataset, Sunbelt Securities, Inc. managed an equity portfolio of $1.6B at the end of Q3 2024, spanning 1855 distinct U.S. exchange-listed positions.
During Q3 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 1855 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.07% | -0.90% | -3.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.25% | +3.89% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | -0.08% | +0.28% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.89% | -0.21% | +2.41% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 1.73% | +3.49% | +6.51% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.72% | -0.19% | +1.51% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.61% | +4.39% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.17% | +13.42% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.48% | -0.01% | +9.71% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | -0.26% | +931.89% | |
| 11 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.16% | -0.03% | +0.15% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.11% | +2.05% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.91% | +0.17% | +3.25% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | -0.07% | -2.93% | |
| 15 | QTJA | Innovator Growth Acc Plus-j | ETF-Other | 0.87% | -0.04% | -5.37% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.04% | +0.58% | |
| 17 | CGUS | Cap Group Core Equity | ETF-Other | 0.83% | -0.06% | -17.27% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | -0.16% | -7.31% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.11% | -0.01% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.10% | +17.28% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.10% | +6.30% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.05% | -11.57% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.11% | -6.11% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.01% | +1.25% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.11% | +0.93% | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.75% | -0.14% | -1.07% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.74% | +0.01% | +2.12% | |
| 28 | JANJ | Innov Prem Inc 30 Barr - Jan | ETF-Other | 0.72% | -0.03% | -3.26% | |
| 29 | EPD | Enterprise Products Partners | Stock-Energy | 0.70% | +0.04% | +19.09% | |
| 30 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.66% | -0.22% | +5.68% | |
| 31 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.63% | -0.15% | -1.45% | |
| 32 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.63% | -0.02% | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.16% | +1.07% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.04% | +8.15% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.10% | +2.32% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.06% | -3.70% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.57% | -0.02% | +18.88% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | +0.04% | -4.86% | |
| 39 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.56% | +0.01% | +6.76% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.14% | -1.74% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.07% | -8.24% | |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.52% | -0.10% | -0.18% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.51% | — | -4.62% | |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.50% | -0.11% | — | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | -0.02% | +2.01% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.49% | -0.01% | +3.88% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | -0.04% | +10.61% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | -0.02% | +9.59% | |
| 49 | CGBL | Cap Group Core Balanced | ETF-Other | 0.47% | -0.02% | -17.39% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.05% | +4.80% |
According to official SEC Form 13F filings, Sunbelt Securities, Inc. reported a total U.S. public equity portfolio value of $1.6B across 1855 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 8.0% of total reported equity market value during Q3 2024.
During Q3 2024, Sunbelt Securities, Inc.'s top holdings by market value included NVDA (4.1%)、AAPL (2.6%)、IVV (2.1%). The largest single position, NVDA, represented 4.1% of total portfolio value.
In Q3 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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