• 13F History

Sunbelt Securities, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$1.14B
Signature - Title
Patrick Smetek - CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Sunbelt Securities, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sunbelt Securities, Inc. reported 1806 stock holdings with total value $1.14B as of Q4 2024. Top holdings included XOM, NVDA, MSFT, AAPL, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,806 $1.14B +$224M -$83M +$141M XOM, NVDA, MSFT, AAPL, IVV 13F-HR 2/18/2025, 12:41 PM
Q3 2024 1,845 $1.02B +$88.2M -$81.7M +$6.45M NVDA, AAPL, IVV, SCHG, XOM 13F-HR 11/18/2024, 01:38 PM
Q2 2024 1,761 $978M +$119M -$25.3M +$93.7M NVDA, WIRE, AAPL, IVV, SCHG 13F-HR 8/15/2024, 09:12 PM
Q1 2024 1,714 $896M +$111M -$71.8M +$39.3M NVDA, WIRE, IVV, AAPL, MSFT 13F-HR 4/15/2024, 03:56 PM
Q4 2023 1,689 $794M +$45.2M -$39.6M +$5.57M WIRE, IVV, AAPL, IAU, SCHG 13F-HR 2/14/2024, 07:25 PM
Q3 2023 1,756 $722M +$68.5M -$21.4M +$47.1M IVV, WIRE, AAPL, IAU, XOM 13F-HR 12/11/2023, 06:07 AM
Q2 2023 1,775 $695M +$59.3M -$24.5M +$34.8M AAPL, IVV, WIRE, IAU, MSFT 13F-HR 8/15/2023, 07:55 PM
Q1 2023 1,633 $621M +$117M -$35M +$82.5M AAPL, IVV, WIRE, IAU, MSFT 13F-HR 5/17/2023, 08:13 AM
Q4 2022 454 $512M +$40.2M -$29.6M +$10.6M IVV, AAPL, WIRE, IAU, IVW 13F-HR 2/8/2023, 03:05 PM
Q3 2022 426 $473M +$57.3M -$15.5M +$41.8M AAPL, IVV, IAU, IVW, WIRE 13F-HR 11/21/2022, 09:12 AM
Q2 2022 437 $473M +$53.1M -$16.8M +$36.3M AAPL, IAU, IVV, IVW, WIRE 13F-HR 9/30/2022, 07:07 PM
Q1 2022 450 $546M +$34.7M -$89.3M -$54.6M AAPL, IVV, IAU, IVW, AMZN 13F-HR 5/16/2022, 05:15 PM
Q4 2021 429 $575M +$102M -$39.4M +$62.6M AAPL, IAU, IVV, BRKB, IVW 13F-HR 2/14/2022, 07:59 AM
Q3 2021 426 $544M +$10K $0 +$10K AAPL, AMZN, IAU, BJAN, IVV 13F-HR 11/15/2021, 02:03 PM
Q2 2021 438 $556M +$54.3M -$34.3M +$20M AAPL, AMZN, IAU, BJAN, IVV 13F-HR 7/29/2021, 11:06 AM
Q1 2021 414 $507M +$54.3M -$57.7M -$3.37M AAPL, BJAN, AMZN, IVW, V 13F-HR 5/27/2021, 04:41 PM
Q4 2020 394 $484M +$128M -$18.9M +$109M AAPL, AMZN, IAUXXXX, V, BJAN 13F-HR 2/9/2021, 01:49 PM
Q3 2020 317 $348M +$77.4M -$11.9M +$65.6M BJAN, AMZN, AAPL, IAUXXXX, ABBV 13F-HR 11/17/2020, 01:38 PM
Q2 2020 291 $288M +$24.5M -$1.21B -$1.19B IAUXXXX, AMZN, AAPL, ITOT, BRKB 13F-HR 8/14/2020, 05:19 PM
Q1 2020 311 $1.5B +$1.17B -$235M +$932M BJAN, SCHF, SRLN, FALN, PGX 13F-HR 5/15/2020, 03:11 PM
Q4 2019 599 $933M +$66M -$34.3M +$31.7M XOM, AAPL, BRKB, CVX, PG Restatement 2/26/2020, 02:57 PM
Q3 2019 576 $884M +$660M -$2.47M +$658M XOM, BRKB, AAPL, PG, CVX 13F-HR 11/15/2019, 03:08 PM
Q2 2019 261 $230M +$35.2M -$6.21M +$29M AAPL, BRKB, V, AMZN, IVW 13F-HR 8/1/2019, 10:09 AM
Q1 2019 229 $200M +$23.8M -$5.93M +$17.9M AAPL, BRKB, HDV, IVW, V 13F-HR 5/15/2019, 10:33 AM
Q4 2018 193 $165M +$26M -$8.02M +$18M BRKB, AAPL, HDV, IVW, IVV Restatement 2/14/2019, 08:55 AM
Q3 2018 222 $187M +$17.9M -$4.02M +$13.9M AAPL, BRKB, IVW, IVV, V 13F-HR 11/14/2018, 02:52 PM
Q2 2018 214 $167M +$64.2M -$2.76M +$61.4M BRKB, IVW, IVV, AAPL, ABBV 13F-HR 8/8/2018, 03:54 PM
Q1 2018 183 $109M +$15M -$3.41M +$11.6M BRKB, IVW, IVV, AAPL, LUB 13F-HR 5/9/2018, 03:16 PM
Q4 2017 170 $103M +$11.6M -$5.08M +$6.55M BRKB, IVW, IVV, AAPL, LUB 13F-HR 2/6/2018, 09:11 AM
Q3 2017 159 $95.1M +$45.4M -$2.93M +$42.4M AAPL, BRKB, IVW, IVV, LUB 13F-HR 11/3/2017, 10:43 AM
Q2 2017 80 $53.2M +$1.99M -$5.95M -$3.96M AAPL, BRKB, IVW, LUB, IVV 13F-HR 8/15/2017, 04:15 PM
Q1 2017 93 $66.5M +$2.46M -$3.88M -$1.42M AAPL, YHOO, BRKB, LUB, IVW 13F-HR 5/5/2017, 12:48 PM
Q4 2016 90 $65.8M +$5.83M -$23.2M -$17.4M AAPL, LUB, YHOO, WFC, BRKB Restatement 2/13/2017, 01:27 PM
Q3 2016 108 $82.4M +$5.15M -$1.67M +$3.48M BAC, AAPL, WFC, YHOO, GEXXXX 13F-HR 11/14/2016, 10:12 AM
Q2 2016 98 $76.5M +$12M -$1.45M +$10.5M BAC, AAPL, WFC, YHOO, BRKB Restatement 2/15/2017, 02:35 PM
Q1 2016 90 $68.7M +$5.03M -$2.49M +$2.54M BAC, WFC, YHOO, BRKB, AAPL Restatement 2/15/2017, 02:34 PM
Q4 2015 91 $71.1M +$3.42M -$3.98M -$565K BAC, WFC, GEXXXX, BRKB, YHOO Restatement 2/15/2017, 02:32 PM
Q3 2015 111 $72.9M +$12.2M -$511K +$11.7M BAC, WFC, GEXXXX, BRKB, AAPL Restatement 2/15/2017, 02:31 PM
Q2 2015 124 $72.6M +$8.03M -$157M -$149M BAC, WFC, YHOO, GEXXXX, C Restatement 2/15/2017, 02:30 PM
Q1 2015 111 $66.2M +$12.2M -$5.32M +$6.88M XOM, WFC, YHOO, GEXXXX, C Restatement 2/15/2017, 02:27 PM
Q4 2014 117 $74.8M BAC, GEXXXX, YHOO, WFC, C 13F-HR 2/13/2015, 02:09 PM