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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
BSTPInnovator Buffer Step-up Strategy Etf
Recent Activity
Decreased -1.45%
0.64%
$6.473M
197,835 shares@ $32.72 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -3.69%
0.58%
$5.852M
27,755 shares@ $210.87 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -4.86%
0.57%
$5.798M
51,056 shares@ $113.56 avg price
TSLATesla Inc Com
Recent Activity
Decreased -1.73%
0.54%
$5.413M
20,688 shares@ $261.63 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -8.23%
0.53%
$5.378M
36,520 shares@ $147.28 avg price
ONEQFidelity Nasdaq Composite Index Etf
Recent Activity
Decreased -0.18%
0.52%
$5.282M
73,776 shares@ $71.61 avg price
IJKIshares S&p Mid-cap 400 Growth Etf
Recent Activity
Decreased -4.62%
0.52%
$5.246M
57,067 shares@ $91.94 avg price
CGBLCapital Group Core Balanced Etf
Recent Activity
Decreased -17.38%
0.48%
$4.801M
154,616 shares@ $31.05 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -13.25%
0.47%
$4.761M
106,011 shares@ $44.92 avg price
IJTIshares S&p Small-cap 600 Growth Etf
Recent Activity
Decreased -4.43%
0.46%
$4.611M
33,059 shares@ $139.49 avg price