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Sunbelt Securities, Inc.

Sunbelt Securities, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1632932, reporting 2,784 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2025-12-31
  • Last filed: 2024-04-15

Top 10 portfolio positions

The largest reported holdings in Sunbelt Securities, Inc.'s most recent 13F filing, ranked by reported market value.

  1. EXXON MOBIL CORP COM (XOM)
  2. NVIDIA CORPORATION COM (NVDA)
  3. MICROSOFT CORP COM (MSFT)
  4. APPLE INC COM (AAPL)
  5. BROADCOM INC COM (AVGO)
  6. SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG)
  7. INVESCO QQQ TRUST SERIES I (QQQ)
  8. ISHARES S&P 500 GROWTH ETF (IVW)
  9. ISHARES GOLD TRUST (IAU)
  10. ISHARES CORE S&P 500 ETF (IVV)
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