Sunbelt Securities, Inc.

13F Filings History

Latest 13F report
Q2 2024 - Aug 16, 2024
Value $
$978M
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 1761 stock holdings with total value $978M as of Q2 2024. Top holdings included NVDA, WIRE, AAPL, IVV, and SCHG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,761 $978M +$119M -$25.9M +$93.1M NVDA, WIRE, AAPL, IVV, SCHG 13F-HR 8/15/2024, 09:12 PM
Q1 2024 1,726 $896M +$112M -$71.8M +$39.7M NVDA, WIRE, IVV, AAPL, MSFT 13F-HR 4/15/2024, 03:56 PM
Q4 2023 1,692 $794M +$45.2M -$39.6M +$5.56M WIRE, IVV, AAPL, IAU, SCHG 13F-HR 2/14/2024, 07:25 PM
Q3 2023 1,760 $723M +$68.5M -$21.4M +$47.1M IVV, WIRE, AAPL, IAU, XOM 13F-HR 12/11/2023, 06:07 AM
Q2 2023 1,689 $695M +$59.3M -$24.5M +$34.8M AAPL, IVV, WIRE, IAU, MSFT 13F-HR 8/15/2023, 06:55 PM
Q1 2023 1,640 $622M +$118M -$37.6M +$80.6M AAPL, IVV, WIRE, IAU, MSFT 13F-HR 5/17/2023, 08:13 AM
Q4 2022 454 $512M +$40.2M -$37.7M +$2.49M IVV, AAPL, WIRE, IAU, IVW 13F-HR 2/8/2023, 04:05 PM
Q3 2022 428 $473M +$57.3M -$24.9M +$32.4M AAPL, IVV, IAU, IVW, WIRE 13F-HR 11/21/2022, 10:12 AM
Q2 2022 437 $473M +$53.1M -$34.6M +$18.5M AAPL, IAU, IVV, IVW, WIRE 13F-HR 9/30/2022, 07:07 PM
Q1 2022 451 $546M +$33.5M -$101M -$67.7M AAPL, IVV, IAU, IVW, AMZN 13F-HR 5/16/2022, 05:15 PM
Q4 2021 463 $575M +$93.7M -$59.8M +$33.9M AAPL, IAU, IVV, BRKB, IVW 13F-HR 2/14/2022, 08:59 AM
Q3 2021 439 $535M +$10K $0 +$10K AAPL, AMZN, IAU, BJAN, IVV 13F-HR 11/15/2021, 02:03 PM
Q2 2021 438 $555M +$53.6M -$34.3M +$19.4M AAPL, AMZN, IAU, BJAN, IVV 13F-HR 7/29/2021, 11:06 AM
Q1 2021 414 $506M +$53.8M -$58M -$4.21M AAPL, BJAN, AMZN, IVW, V 13F-HR 5/27/2021, 04:41 PM
Q4 2020 391 $483M +$127M -$23.6M +$104M AAPL, AMZN, IAU, V, BJAN 13F-HR 2/9/2021, 02:49 PM
Q3 2020 323 $349M +$76.7M -$29.9M +$46.8M BJAN, AMZN, AAPL, IAU, ABBV 13F-HR 11/17/2020, 02:38 PM
Q2 2020 295 $288M +$24.5M -$1.32B -$1.29B IAU, AMZN, AAPL, ITOT, BRKB 13F-HR 8/14/2020, 05:19 PM
Q1 2020 372 $1.5B +$1.03B -$439M +$596M BJAN, SCHF, SRLN, FALN, PGX 13F-HR 5/15/2020, 03:11 PM
Q4 2019 622 $935M +$66.5M -$47.2M +$19.3M XOM, AAPL, BRKB, CVX, PG Restatement 2/26/2020, 03:57 PM
Q3 2019 605 $891M +$666M -$6.26M +$659M XOM, BRKB, AAPL, PG, CVX 13F-HR 11/15/2019, 04:08 PM
Q2 2019 261 $230M +$35.2M -$10.3M +$24.9M AAPL, BRKB, V, AMZN, IVW 13F-HR 8/1/2019, 10:09 AM
Q1 2019 229 $200M +$23.8M -$7.99M +$15.8M AAPL, BRKB, HDV, IVW, V 13F-HR 5/15/2019, 10:33 AM
Q4 2018 212 $165M +$26M -$21.4M +$4.57M BRKB, AAPL, HDV, IVW, IVV Restatement 2/14/2019, 09:55 AM
Q3 2018 222 $187M +$17.9M -$6.31M +$11.6M AAPL, BRKB, IVW, IVV, V 13F-HR 11/14/2018, 03:52 PM
Q2 2018 214 $167M +$64.2M -$9.06M +$55.1M BRKB, IVW, IVV, AAPL, ABBV 13F-HR 8/8/2018, 03:54 PM
Q1 2018 183 $109M +$15M -$7.39M +$7.59M BRKB, IVW, IVV, AAPL, LUB 13F-HR 5/9/2018, 03:16 PM
Q4 2017 170 $103M +$11.6M -$8.54M +$3.09M BRKB, IVW, IVV, AAPL, LUB 13F-HR 2/6/2018, 10:11 AM
Q3 2017 159 $95.1M +$45.4M -$5.98M +$39.4M AAPL, BRKB, IVW, IVV, LUB 13F-HR 11/3/2017, 10:43 AM
Q2 2017 80 $53.2M +$1.99M -$15.6M -$13.6M AAPL, BRKB, IVW, LUB, IVV 13F-HR 8/15/2017, 04:15 PM
Q1 2017 93 $66.5M +$3.54M -$4.83M -$1.29M AAPL, YHOO, BRKB, LUB, IVW 13F-HR 5/5/2017, 12:48 PM
Q4 2016 90 $65.8M +$5.83M -$29.1M -$23.3M AAPL, LUB, YHOO, WFC, BRKB Restatement 2/13/2017, 02:27 PM
Q3 2016 109 $82.8M +$5.15M -$2.52M +$2.64M BAC, AAPL, WFC, YHOO, GE 13F-HR 11/14/2016, 11:12 AM
Q2 2016 98 $76.5M +$12M -$4.42M +$7.57M BAC, AAPL, WFC, YHOO, BRKB Restatement 2/15/2017, 03:35 PM
Q1 2016 90 $68.7M +$5.03M -$5.97M -$937K BAC, WFC, YHOO, BRKB, AAPL Restatement 2/15/2017, 03:34 PM
Q4 2015 91 $71.1M +$3.42M -$9.78M -$6.36M BAC, WFC, GE, BRKB, YHOO Restatement 2/15/2017, 03:32 PM
Q3 2015 113 $73.6M +$12.2M -$4.75M +$7.43M BAC, WFC, GE, BRKB, AAPL Restatement 2/15/2017, 03:31 PM
Q2 2015 124 $72.6M +$8.03M -$11.6M -$3.59M BAC, WFC, YHOO, GE, C Restatement 2/15/2017, 03:30 PM
Q1 2015 114 $66.2M +$12.2M -$8.91M +$3.29M XOM, WFC, YHOO, GE, C Restatement 2/15/2017, 03:27 PM
Q4 2014 120 $74.8M $0 $0 BAC, GE, YHOO, WFC, C 13F-HR 2/13/2015, 03:09 PM