13F Filings History of Sunbelt Securities, Inc.

Latest 13F report
Q4 2025 - 20 Feb 2026
Value $
$1,499,346,075
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 2780 stock holdings with total value $1,499,346,075 as of Q4 2025. Top holdings included XOM, NVDA, MSFT, AAPL, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 2,780 $1,499,346,075 +$97,586,422 -$67,988,110 +$29,598,312 XOM, NVDA, MSFT, AAPL, AVGO 13F-HR 20 Feb 2026, 14:35
Q3 2025 2,698 $1,448,307,874 +$320,872,785 -$147,723,013 +$173,149,772 XOM, NVDA, MSFT, AAPL, IAU 13F-HR 19 Nov 2025, 13:31
Q2 2025 1,800 $1,121,542,546 +$98,921,636 -$110,850,088 -$11,928,452 XOM, NVDA, MSFT, AAPL, IVV 13F-HR 14 Aug 2025, 14:06
Q1 2025 1,788 $1,119,865,570 +$117,171,751 -$100,021,551 +$17,150,200 XOM, NVDA, MSFT, AAPL, IAU 13F-HR 24 Apr 2025, 14:21
Q4 2024 1,806 $1,135,018,190 +$223,518,622 -$83,000,504 +$140,518,118 XOM, NVDA, MSFT, AAPL, IVV 13F-HR 18 Feb 2025, 12:41
Q3 2024 1,845 $1,019,780,099 +$88,164,053 -$81,710,105 +$6,453,948 NVDA, AAPL, IVV, SCHG, XOM 13F-HR 18 Nov 2024, 13:38
Q2 2024 1,761 $977,542,638 +$118,992,413 -$25,891,867 +$93,100,546 NVDA, WIRE, AAPL, IVV, SCHG 13F-HR 15 Aug 2024, 21:12
Q1 2024 1,726 $896,382,105 +$111,505,040 -$71,778,837 +$39,726,203 NVDA, WIRE, IVV, AAPL, MSFT 13F-HR 15 Apr 2024, 15:56
Q4 2023 1,692 $794,166,012 +$45,178,928 -$39,621,503 +$5,557,425 WIRE, IVV, AAPL, IAU, SCHG 13F-HR 14 Feb 2024, 19:25
Q3 2023 1,760 $722,599,581 +$68,480,355 -$21,413,173 +$47,067,182 IVV, WIRE, AAPL, IAU, XOM 13F-HR 11 Dec 2023, 06:07
Q2 2023 1,689 $695,322,852 +$59,319,521 -$24,543,599 +$34,775,922 AAPL, IVV, WIRE, IAU, MSFT 13F-HR 15 Aug 2023, 18:55
Q1 2023 1,640 $621,814,469 +$118,153,712 -$37,602,715 +$80,550,997 AAPL, IVV, WIRE, IAU, MSFT 13F-HR 17 May 2023, 08:13
Q4 2022 454 $511,795,980 +$40,203,545 -$37,718,233 +$2,485,312 IVV, AAPL, WIRE, IAU, IVW 13F-HR 08 Feb 2023, 16:05
Q3 2022 428 $473,016,000 +$57,310,430 -$24,900,111 +$32,410,319 AAPL, IVV, IAU, IVW, WIRE 13F-HR 21 Nov 2022, 10:12
Q2 2022 437 $472,817,000 +$53,135,901 -$34,604,343 +$18,531,558 AAPL, IAU, IVV, IVW, WIRE 13F-HR 30 Sep 2022, 19:07
Q1 2022 451 $546,181,000 +$33,460,545 -$101,176,409 -$67,715,864 AAPL, IVV, IAU, IVW, AMZN 13F-HR 16 May 2022, 17:15
Q4 2021 463 $574,771,000 +$93,687,971 -$59,799,276 +$33,888,695 AAPL, IAU, IVV, BRKB, IVW 13F-HR 14 Feb 2022, 08:59
Q3 2021 439 $535,437,000 +$10,000 $0 +$10,000 AAPL, AMZN, IAU, BJAN, IVV 13F-HR 15 Nov 2021, 14:03
Q2 2021 438 $554,607,000 +$53,611,019 -$34,260,548 +$19,350,471 AAPL, AMZN, IAU, BJAN, IVV 13F-HR 29 Jul 2021, 11:06
Q1 2021 414 $506,458,000 +$53,783,566 -$57,992,703 -$4,209,137 AAPL, BJAN, AMZN, IVW, V 13F-HR 27 May 2021, 16:41
Q4 2020 391 $483,454,000 +$127,461,409 -$23,552,004 +$103,909,405 AAPL, AMZN, IAU, V, BJAN 13F-HR 09 Feb 2021, 14:49
Q3 2020 323 $348,994,000 +$76,676,144 -$29,893,506 +$46,782,638 BJAN, AMZN, AAPL, IAU, ABBV 13F-HR 17 Nov 2020, 14:38
Q2 2020 295 $288,362,000 +$24,542,422 -$1,319,342,929 -$1,294,800,507 IAU, AMZN, AAPL, ITOT, BRKB 13F-HR 14 Aug 2020, 17:19
Q1 2020 372 $1,498,524,000 +$1,034,526,547 -$438,700,048 +$595,826,499 BJAN, SCHF, SRLN, FALN, PGX 13F-HR 15 May 2020, 15:11
Q4 2019 622 $934,800,000 +$66,450,447 -$47,156,933 +$19,293,514 XOM, AAPL, BRKB, CVX, PG Restatement 26 Feb 2020, 15:57
Q3 2019 605 $891,050,000 +$665,559,824 -$6,257,387 +$659,302,437 XOM, BRKB, AAPL, PG, CVX 13F-HR 15 Nov 2019, 16:08
Q2 2019 261 $229,936,000 +$35,166,309 -$10,269,184 +$24,897,125 AAPL, BRKB, V, AMZN, IVW 13F-HR 01 Aug 2019, 10:09
Q1 2019 229 $200,022,000 +$23,753,796 -$7,990,092 +$15,763,704 AAPL, BRKB, HDV, IVW, V 13F-HR 15 May 2019, 10:33
Q4 2018 212 $164,920,000 +$25,972,013 -$21,399,449 +$4,572,564 BRKB, AAPL, HDV, IVW, IVV Restatement 14 Feb 2019, 09:55
Q3 2018 222 $186,789,000 +$17,890,341 -$6,311,346 +$11,578,995 AAPL, BRKB, IVW, IVV, V 13F-HR 14 Nov 2018, 15:52
Q2 2018 214 $167,106,000 +$64,158,463 -$9,061,882 +$55,096,581 BRKB, IVW, IVV, AAPL, ABBV 13F-HR 08 Aug 2018, 15:54
Q1 2018 183 $109,332,000 +$14,978,184 -$7,388,815 +$7,589,369 BRKB, IVW, IVV, AAPL, LUB 13F-HR 09 May 2018, 15:16
Q4 2017 170 $102,825,000 +$11,632,272 -$8,541,446 +$3,090,826 BRKB, IVW, IVV, AAPL, LUB 13F-HR 06 Feb 2018, 10:11
Q3 2017 159 $95,139,000 +$45,371,116 -$5,975,111 +$39,396,005 AAPL, BRKB, IVW, IVV, LUB 13F-HR 03 Nov 2017, 10:43
Q2 2017 80 $53,224,000 +$1,993,933 -$15,628,802 -$13,634,869 AAPL, BRKB, IVW, LUB, IVV 13F-HR 15 Aug 2017, 16:15
Q1 2017 93 $66,523,000 +$3,543,606 -$4,828,723 -$1,285,117 AAPL, YHOO, BRKB, LUB, IVW 13F-HR 05 May 2017, 12:48
Q4 2016 90 $65,847,000 +$5,828,156 -$29,146,729 -$23,318,573 AAPL, LUB, YHOO, WFC, BRKB Restatement 13 Feb 2017, 14:27
Q3 2016 109 $82,820,000 +$5,153,433 -$2,517,201 +$2,636,232 BAC, AAPL, WFC, YHOO, GE 13F-HR 14 Nov 2016, 11:12
Q2 2016 98 $76,501,000 +$11,997,574 -$4,424,878 +$7,572,696 BAC, AAPL, WFC, YHOO, BRKB Restatement 15 Feb 2017, 15:35
Q1 2016 90 $68,710,000 +$5,029,808 -$5,967,203 -$937,395 BAC, WFC, YHOO, BRKB, AAPL Restatement 15 Feb 2017, 15:34
Q4 2015 91 $71,070,000 +$3,417,104 -$9,780,692 -$6,363,588 BAC, WFC, GE, BRKB, YHOO Restatement 15 Feb 2017, 15:32
Q3 2015 113 $73,623,000 +$12,183,256 -$4,752,115 +$7,431,141 BAC, WFC, GE, BRKB, AAPL Restatement 15 Feb 2017, 15:31
Q2 2015 124 $72,647,000 +$8,027,221 -$11,613,637 -$3,586,416 BAC, WFC, YHOO, GE, C Restatement 15 Feb 2017, 15:30
Q1 2015 114 $66,197,000 +$12,192,690 -$8,905,205 +$3,287,485 XOM, WFC, YHOO, GE, C Restatement 15 Feb 2017, 15:27
Q4 2014 120 $74,766,000 $0 $0 $0 BAC, GE, YHOO, WFC, C 13F-HR 13 Feb 2015, 15:09