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CIK: 0001632932
Total reported value
$1.6B
$1.6B
1805 檔
13.5%
At the close of Q2 2025, Sunbelt Securities, Inc. disclosed equity holdings valued at approximately $1.6B, spread across 1805 reported holdings.
During Q2 2025, Sunbelt Securities, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including XOM, NVDA, MSFT) accounted for 13.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1805 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 7.64% | +3.49% | -36.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | -0.90% | +2.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.61% | +1.44% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.62% | -0.25% | +1.19% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.08% | +27.78% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | -0.17% | +2.80% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.65% | -0.21% | +1.86% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.62% | -0.19% | +1.38% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | -0.26% | +7.19% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.26% | -0.14% | -1.86% | |
| 11 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.17% | -0.03% | +1.46% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | -0.16% | -7.33% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -0.01% | -32.47% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.03% | -0.11% | -13.74% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.04% | +4.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.11% | +11.48% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.10% | +9.68% | |
| 18 | CGUS | Cap Group Core Equity | ETF-Other | 0.74% | -0.06% | +3.34% | |
| 19 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.74% | -0.14% | -17.98% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.11% | +4.31% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.07% | +14.85% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.10% | -10.39% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.05% | +35.14% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | +0.04% | -0.83% | |
| 25 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.67% | -0.15% | -14.41% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.01% | +2.15% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.11% | +2.12% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.06% | +14.80% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | +0.01% | +1.23% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.10% | +3.89% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.04% | -0.77% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.59% | +0.04% | -3.22% | |
| 33 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.58% | -0.22% | -1.74% | |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.57% | -0.11% | -46.92% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.57% | +0.10% | -9.91% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | +0.04% | -2.15% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.16% | +6.31% | |
| 38 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.56% | -0.10% | +86.27% | |
| 39 | NVDY | Yieldmax Nvda Option Inc ETF | ETF-Other | 0.52% | -0.04% | +9.76% | |
| 40 | JANJ | Innov Prem Inc 30 Barr - Jan | ETF-Other | 0.49% | -0.03% | +6.50% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | +0.01% | +0.07% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.46% | — | -1.83% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.07% | +42.60% | |
| 44 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.45% | +0.06% | +18.68% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.45% | — | -2.39% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | -0.02% | +0.67% | |
| 47 | CGBL | Cap Group Core Balanced | ETF-Other | 0.43% | -0.02% | +0.29% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.43% | -0.01% | +3.67% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.43% | -0.04% | -4.66% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.34% | -18.59% |
According to official SEC Form 13F filings, Sunbelt Securities, Inc. reported a total U.S. public equity portfolio value of $1.6B across 1805 disclosed positions in Q2 2025.
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During Q2 2025, Sunbelt Securities, Inc.'s top holdings by market value included XOM (7.6%)、NVDA (4.2%)、MSFT (2.6%). The largest single position, XOM, represented 7.6% of total portfolio value.
In Q2 2025, 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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