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
ICOPIshares Copper And Metals Mining Etf Recent Activity Exited	0%	$288,882 9,575 shares@ $30.18 avg price	Exited
EIRLIshares Msci Ireland Etf Recent Activity Exited	0%	$286,728 4,452 shares@ $64.41 avg price	Exited
IGFIshares Global Infrastructure Etf Recent Activity Exited	0%	$239,121 4,990 shares@ $47.93 avg price	Exited
XCEMXClearbridge Mlp And Midstrm Fd Com Recent Activity Exited	0%	$220,077 4,642 shares@ $47.41 avg price	Exited
EWDIshares Msci Sweden Etf Recent Activity Exited	0%	$182,745 4,540 shares@ $40.26 avg price	Exited
TELTe Connectivity Ltd Shs Recent Activity Exited	0%	$161,479 1,073 shares@ $150.5 avg price	Exited
ENORIshares Msci Norway Etf Recent Activity Exited	0%	$153,487 6,280 shares@ $24.45 avg price	Exited
EXEChesapeake Energy Corp Com Recent Activity Exited	0%	$96,573 1,175 shares@ $82.19 avg price	Exited
STNGScorpio Tankers Inc Shs Recent Activity Exited	0%	$82,223 1,011 shares@ $81.33 avg price	Exited
GLNGGolar Lng Ltd Shs Recent Activity Exited	0%	$76,103 2,428 shares@ $31.35 avg price	Exited