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CIK: 0001632932
Total reported value
$1.6B
$1.6B
1815 檔
13.6%
As reported in its official Q4 2024 Form 13F filing, Sunbelt Securities, Inc.'s tracked investment portfolio stood at $1.6B with 1815 total positions.
During Q4 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 1815 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 7.50% | +3.49% | +433.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.25% | -0.90% | +2.69% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.61% | +73.48% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.25% | +2.43% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.08% | -3.77% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.17% | -0.27% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.67% | -0.21% | +262.27% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.63% | -0.19% | -1.46% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | -0.26% | +0.25% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | -0.14% | +70.23% | |
| 11 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.17% | -0.03% | +10.26% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | -0.16% | +49.53% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.09% | -0.01% | -16.67% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.03% | -0.11% | +257.24% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.04% | +38.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | -0.11% | -1.49% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.10% | +15.22% | |
| 18 | CGUS | Cap Group Core Equity | ETF-Other | 0.74% | -0.06% | -2.60% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.11% | +4.78% | |
| 20 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.74% | -0.14% | +8.42% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.07% | -0.25% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.10% | -2.72% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | +0.05% | +11.31% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | +0.04% | +54.27% | |
| 25 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.67% | -0.15% | +15.03% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.01% | +84.47% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.11% | -20.18% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.06% | +5.74% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | +0.01% | +171.32% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.10% | +1.18% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.04% | +50.32% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.59% | +0.04% | -12.86% | |
| 33 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.58% | -0.22% | -3.50% | |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.57% | -0.11% | +25.53% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.57% | +0.10% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | +0.04% | +4.22% | |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.56% | -0.10% | +12.11% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.16% | +2.87% | |
| 39 | NVDY | Yieldmax Nvda Option Inc ETF | ETF-Other | 0.53% | -0.04% | +42.55% | |
| 40 | JANJ | Innov Prem Inc 30 Barr - Jan | ETF-Other | 0.50% | -0.03% | -24.29% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | +0.01% | +742.59% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.46% | — | -0.10% | |
| 43 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.45% | +0.06% | +42.33% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.45% | +0.07% | -2.42% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | — | +276.68% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | -0.02% | +0.74% | |
| 47 | CGBL | Cap Group Core Balanced | ETF-Other | 0.43% | -0.02% | +1.49% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.43% | -0.01% | +8.96% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.34% | +3111.79% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.42% | -0.04% | +8.47% |
According to official SEC Form 13F filings, Sunbelt Securities, Inc. reported a total U.S. public equity portfolio value of $1.6B across 1815 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including XOM, NVDA, MSFT) accounted for 13.6% of total reported equity market value during Q4 2024.
During Q4 2024, Sunbelt Securities, Inc.'s top holdings by market value included XOM (7.5%)、NVDA (4.3%)、MSFT (2.6%). The largest single position, XOM, represented 7.5% of total portfolio value.
In Q4 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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