Institutions / Sunbelt Securities, Inc.
Sunbelt Securities, Inc.
CIK 1632932 · Institution · as of Dec 31, 2025
Portfolio value
$1.50B
Positions
2,784
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,784 →
| Company | Value | % of portfolio |
|---|---|---|
| Exxon Mobil Corp | $164.65M | 11.0% |
| NVIDIA Corp | $63.00M | 4.2% |
| Microsoft Corp | $36.63M | 2.4% |
| Apple Inc. | $34.05M | 2.3% |
| Broadcom Inc. | $28.12M | 1.9% |
| Schwab U.S. Large-Cap Growth ETF | $23.71M | 1.6% |
| Invesco Qqq Trust Series I | $23.42M | 1.6% |
| iShares S&P 500 Growth ETF | $22.42M | 1.5% |
| iShares Gold Trust | $21.28M | 1.4% |
| iShares Core S&P 500 ETF | $20.50M | 1.4% |
| Amazon.com Inc | $20.12M | 1.3% |
| Alpha Architect 1-3 Month Box ETF | $19.76M | 1.3% |
| Palantir Technologies Inc | $16.67M | 1.1% |
| State Str SPDR S&P 500 ETF Tr Tr Unit | $15.86M | 1.1% |
| Bluerock Private Real Estate FundBPRE | $15.37M | 1.0% |
| Innovator Defined Wealth Shield ETF | $15.34M | 1.0% |
| Alphabet Inc. | $13.17M | 0.9% |
| Innovator Power Buffer Step-Up Strategy ETF | $12.74M | 0.8% |
| Schwab U.S. Large-Cap Value ETF | $12.09M | 0.8% |
| Alphabet Inc. | $11.95M | 0.8% |
| Capital Group U.S. Multi-Sector Income ETF | $11.90M | 0.8% |
| Tesla Inc | $10.82M | 0.7% |
| Warren E. Buffett | $10.34M | 0.7% |
| iShares Core MSCI Eafe ETF | $10.32M | 0.7% |
| Meta Platforms Inc | $10.25M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.