PATRICK SMETEK

@Sunbelt Securities, Inc.

Latest period2024 - Q3

Reported2mo 1d ago

Managed Assets$1.02B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JPXNIshares Jpx-nikkei 400 Etf Recent Activity New Position	0.03%	$278,030 3,632 shares@ $76.56 avg price	New Position
QDPLPacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Recent Activity New Position	0.03%	$251,295 6,620 shares@ $37.96 avg price	New Position
EZAIshares Msci South Africa Etf Recent Activity New Position	0.03%	$219,542 4,356 shares@ $50.4 avg price	New Position
EMOClearbridge Energy Midstrm Opp Com Recent Activity New Position	0.03%	$217,879 5,163 shares@ $42.21 avg price	New Position
EPREpr Pptys Com Sh Ben Int Recent Activity New Position	0.02%	$196,160 4,000 shares@ $49.04 avg price	New Position
TURIshares Msci Turkey Etf Recent Activity New Position	0.02%	$186,193 5,118 shares@ $36.39 avg price	New Position
EWUSIshares Msci United Kingdom Small Cap Etf Recent Activity New Position	0.02%	$179,379 4,540 shares@ $39.52 avg price	New Position
SPGPInvesco S&p 500 Garp Etf Recent Activity New Position	0.02%	$169,661 1,621 shares@ $104.67 avg price	New Position
TELTe Connectivity Plc Ord Shs Recent Activity New Position	0.02%	$162,094 1,074 shares@ $150.93 avg price	New Position
SUSLIshares Esg Msci Usa Leaders Etf Recent Activity New Position	0.02%	$148,625 1,464 shares@ $101.52 avg price	New Position