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
CHKPCheck Point Software Tech Ltd Ord Recent Activity New Position	0.01%	$62,278 323 shares@ $192.82 avg price	New Position
SHESpdr Msci Usa Gender Diversity Etf Recent Activity New Position	0.01%	$61,976 546 shares@ $113.51 avg price	New Position
GAUGFt Vest U.s. Equity Moderate Buffer Etf - August Recent Activity New Position	0.01%	$61,543 1,770 shares@ $34.78 avg price	New Position
INNSummit Hotel Pptys Inc Com Recent Activity New Position	0.01%	$57,185 8,336 shares@ $6.87 avg price	New Position
BURBurford Cap Ltd Ord Shs Recent Activity New Position	0.01%	$57,018 4,300 shares@ $13.26 avg price	New Position
SBLKStar Bulk Carriers Corp. Shs Par Recent Activity New Position	0.01%	$56,856 2,400 shares@ $23.69 avg price	New Position
ZAUGInnovator Equity Defined Protection Etf - 1 Yr August Recent Activity New Position	0.01%	$51,789 2,100 shares@ $24.67 avg price	New Position
INSWInternational Seaways Inc Com Recent Activity New Position	0.01%	$51,560 1,000 shares@ $51.56 avg price	New Position
JAJLInnovator Equity Defined Protection Etf - 6mo Jan Jul Recent Activity New Position	0.01%	$50,692 1,900 shares@ $26.68 avg price	New Position
EALTInnovator U.s. Equity 5 To 15 Buffer Etf - Quarterly Recent Activity New Position	0.01%	$50,184 1,585 shares@ $31.67 avg price	New Position