test

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
BFEBInnovator U.s. Equity Buffer Etf - February
Recent Activity
Exited
0%
$74,170
1,825 shares@ $40.65 avg price
USMFWisdomtree U.s. Multifactor Fund
Recent Activity
Exited
0%
$68,659
1,511 shares@ $45.44 avg price
FBOTFidelity Disruptive Automation Etf
Recent Activity
Exited
0%
$61,734
2,330 shares@ $26.5 avg price
CLCOCool Co Ltd Common Shares
Recent Activity
Exited
0%
$54,881
4,663 shares@ $11.77 avg price
ESGDIshares Esg Aware Msci Eafe Etf
Recent Activity
Exited
0%
$46,638
592 shares@ $78.79 avg price
SUSBIshares Esg Aware 1-5 Year Usd Corporate Bond Etf
Recent Activity
Exited
0%
$45,992
1,878 shares@ $24.49 avg price
7434⤦Proshares Ultra Bloomberg Natural Gas
Recent Activity
Exited
0%
$42,419
2,707 shares@ $15.68 avg price
UUPInvesco Db Us Dollar Index Bullish Fund
Recent Activity
Exited
0%
$41,947
1,440 shares@ $29.13 avg price
EAGGIshares Esg Aware Us Aggregate Bond Etf
Recent Activity
Exited
0%
$41,623
893 shares@ $46.62 avg price
EPSWisdomtree U.s. Largecap Fund
Recent Activity
Exited
0%
$33,718
593 shares@ $56.87 avg price