Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
Sunbelt Securities, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Sunbelt Securities, Inc.

•CIK: 1632932•Filing: Q3 2025

**Sunbelt Securities, Inc.** manages $1.4B across a diversified portfolio of 2,698 positions. The fund exhibits significant overweight exposure to energy and technology, highlighted by a substantial $152.2M allocation to XOM and $62.7M in NVDA. Further core technology holdings include MSFT ($38.7M) and AAPL ($31.8M), alongside notable allocations to commodity and sector ETFs such as IAU* ($30.7M) and AVGO ($27.0M). This positioning suggests a strategic blend of cyclical energy plays and high-growth semiconductor/software exposure.

Total AUM
$1.4B
QoQ Performance
+27.9%
Positions
2,697
Top 10 Concentration
37.1%
Latest Filing
Q3 2025

Top Holdings Allocation

XOM
XOM10.5%
NVDA4.3%
MSFT2.7%
AAPL2.2%
IAU*2.1%
AVGO1.9%
IVW1.6%
SCHG1.6%

📈 Biggest Buys

XOM
EXXON MOBIL CORP COM
+67.7%
10.5% of portfolio
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+212.5%
1.4% of portfolio
IAU*
ISHARES GOLD TRUST
+67.3%
2.1% of portfolio
NDQ
INVESCO QQQ TRUST SERIES I
+44.8%
1.5% of portfolio
SPY
SPDR S&P 500 ETF TRUST
+70.1%
1.1% of portfolio

📉 Biggest Sells

TSLA
TESLA INC COM
-35.1%
0.7% of portfolio
IVV
ISHARES CORE S&P 500 ETF
-19.8%
1.4% of portfolio
JNJ
JOHNSON & JOHNSON COM
-27.1%
0.5% of portfolio
NVDA
NVIDIA CORPORATION COM
-4.2%
4.3% of portfolio
GOOGL
ALPHABET INC CAP STK CL A
-17.9%
0.7% of portfolio

Sector Breakdown

Other51.5%
Technology17.6%
Energy13.6%
Consumer4.4%
Financial3.9%
ETF3.3%
Healthcare2.6%
Consumer Staples1.3%

🚪 Exited Positionssold since Q2 2025

GOCT
FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
SOLD
$3.7M
INTC
INTEL CORP COM
SOLD
$2.5M
AMD
ADVANCED MICRO DEVICES INC COM
SOLD
$2.3M
ANET
ARISTA NETWORKS INC COM SHS
SOLD
$2.3M
BAPR
INNOVATOR U.S. EQUITY BUFFER ETF - APRIL
SOLD
$2.2M
+1608 more exited positions

Changes from Q2 2025

NEW13 new positions
↑114 increased
↓73 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

XOM10.5%
EXXON MOBIL CORP COM
$152.2M
NVDA4.3%
NVIDIA CORPORATION COM
$62.7M
MSFT2.7%
MICROSOFT CORP COM
$38.7M
AAPL2.2%
APPLE INC COM
$31.8M
IAU*2.1%
ISHARES GOLD TRUST
$30.7M

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