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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
NRGNrg Energy Inc Com New
Recent Activity
New Position
0.02%
$128,542
1,411 shares@ $91.1 avg price
XTAPInnovator U.s. Equity Accelerated Plus Etf
Recent Activity
New Position
0.01%
$78,281
2,325 shares@ $33.67 avg price
FAFFirst Amern Finl Corp Com
Recent Activity
New Position
0.01%
$74,938
1,135 shares@ $66.03 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.01%
$71,734
3,277 shares@ $21.9 avg price
ZIMZim Integrated Shipping Serv Shs
Recent Activity
New Position
0.01%
$70,565
2,750 shares@ $25.66 avg price
LYFTLyft Inc Cl A Com
Recent Activity
New Position
0.01%
$70,125
5,500 shares@ $12.75 avg price
UHSUniversal Hlth Svcs Inc Cl B
Recent Activity
New Position
0.01%
$69,161
302 shares@ $229.01 avg price
BUFGFt Vest Buffered Allocation Growth Etf
Recent Activity
New Position
0.01%
$65,869
2,732 shares@ $24.12 avg price
JPIEJpmorgan Income Etf
Recent Activity
New Position
0.01%
$64,807
1,397 shares@ $46.4 avg price
IRTIndependence Rlty Tr Inc Com
Recent Activity
New Position
0.01%
$63,632
3,104 shares@ $20.5 avg price