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PATRICK SMETEK

@Sunbelt Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.02BTotal holdings1855
Assets growth rate4.33%Assets growth rate (2-Q avg)6.69%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunbelt Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1855 positions.

Assets under management

The assets under management (AUM) of Sunbelt Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.02B in assets, with a quarterly growth rate of 4.33% and a 2-quarter average growth rate of 6.69%. The portfolio is managed by PATRICK SMETEK, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WIREEncore Wire Corp Com
Recent Activity
Exited
0%
$26.307M
90,766 shares@ $289.84 avg price
WSCWillscot Mobil Mini Hldng Corp Com Cl A
Recent Activity
Exited
0%
$2.023M
53,747 shares@ $37.64 avg price
SRLNSpdr Blackstone Senior Loan Etf
Recent Activity
Exited
0%
$1.902M
45,512 shares@ $41.8 avg price
SMCISuper Micro Computer Inc Com
Recent Activity
Exited
0%
$1.647M
2,010 shares@ $819.36 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$1.633M
1,533 shares@ $1065.12 avg price
ABGAsbury Automotive Group Inc Com
Recent Activity
Exited
0%
$964,346
4,232 shares@ $227.88 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$654,988
832 shares@ $787.25 avg price
EWNIshares Msci Netherlands Etf
Recent Activity
Exited
0%
$605,234
12,049 shares@ $50.24 avg price
EWGIshares Msci Germany Etf
Recent Activity
Exited
0%
$421,910
13,779 shares@ $30.62 avg price
PSIInvesco Semiconductors Etf
Recent Activity
Exited
0%
$291,815
4,646 shares@ $62.81 avg price