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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
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -1.7%
0.44%
$4.445M
9,658 shares@ $460.28 avg price
IYWIshares U.s. Technology Etf
Recent Activity
Decreased -3.66%
0.37%
$3.728M
24,587 shares@ $151.62 avg price
MMM3m Co Com
Recent Activity
Decreased -11.12%
0.35%
$3.526M
25,792 shares@ $136.71 avg price
CGDVCapital Group Dividend Value Etf
Recent Activity
Decreased -10.68%
0.35%
$3.491M
95,795 shares@ $36.44 avg price
TAt&t Inc Com
Recent Activity
Decreased -12.57%
0.34%
$3.417M
155,326 shares@ $22.01 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -6.87%
0.34%
$3.416M
20,089 shares@ $170.05 avg price
VLOValero Energy Corp Com
Recent Activity
Decreased -5.14%
0.33%
$3.346M
24,781 shares@ $135.04 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -2.23%
0.32%
$3.236M
40,077 shares@ $80.75 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Decreased -3.3%
0.32%
$3.172M
19,331 shares@ $164.08 avg price
MPCMarathon Pete Corp Com
Recent Activity
Decreased -5.5%
0.3%
$3.018M
18,525 shares@ $162.91 avg price