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CIK: 0001632932
Total reported value
$1.6B
$1.6B
2701 檔
20.0%
As reported in its official Q3 2025 Form 13F filing, Sunbelt Securities, Inc.'s tracked investment portfolio stood at $1.6B with 2701 total positions.
In Q3 2025, Sunbelt Securities, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2701 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 10.51% | +3.49% | +67.70% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.33% | -0.90% | -4.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.61% | +6.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.25% | +5.51% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.12% | -0.01% | +67.30% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | -0.26% | +12.14% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | -0.19% | +3.37% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.55% | -0.21% | +4.93% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | -0.16% | +44.82% | |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.45% | -0.11% | +212.54% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.08% | -19.83% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | -0.17% | -6.78% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.10% | +70.12% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.03% | -0.34% | +30.03% | |
| 15 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.97% | -0.03% | +1.56% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | -0.11% | +14.25% | |
| 17 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.82% | -0.14% | +30.09% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.11% | +2.94% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.10% | +20.02% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.04% | -2.91% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.14% | -35.06% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.10% | +121.56% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.11% | -17.89% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.10% | -1.19% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.04% | +13.34% | |
| 26 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.65% | -0.15% | +13.77% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.07% | -12.73% | |
| 28 | CGUS | Cap Group Core Equity | ETF-Other | 0.61% | -0.06% | -7.76% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.11% | +11.09% | |
| 30 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.59% | +0.10% | +30.05% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.06% | -9.12% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | +0.01% | +3.95% | |
| 33 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.56% | -0.22% | +8.41% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.54% | +0.01% | +6.30% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.53% | -0.02% | +39.36% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.05% | -27.08% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | +0.01% | +23.78% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.49% | +0.04% | +6.11% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.16% | +7.36% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | +0.04% | -2.69% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.43% | +0.17% | +20.70% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.41% | -0.01% | +11.50% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.39% | -0.02% | — | |
| 44 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.39% | -0.10% | -22.52% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.39% | — | +3.98% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.38% | — | +3.22% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.38% | +0.07% | +15.23% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | -0.01% | +54.45% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | +0.01% | +23.28% | |
| 50 | CGBL | Cap Group Core Balanced | ETF-Other | 0.36% | -0.02% | -3.97% |
According to official SEC Form 13F filings, Sunbelt Securities, Inc. reported a total U.S. public equity portfolio value of $1.6B across 2701 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including XOM, NVDA, MSFT) accounted for 20.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
QGRW
市值: $4.8M
Top Position Liquidated / Trimmed
NVDA
前期市值: $37.2M
During Q3 2025, Sunbelt Securities, Inc.'s top holdings by market value included XOM (10.5%)、NVDA (4.3%)、MSFT (2.7%). The largest single position, XOM, represented 10.5% of total portfolio value.
In Q3 2025, Sunbelt Securities, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 38 positions, trimming 4 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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