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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
DHTDht Holdings Inc Shs New
Recent Activity
New Position
0.01%
$49,635
4,500 shares@ $11.03 avg price
CAVACava Group Inc Com
Recent Activity
New Position
0.01%
$49,540
400 shares@ $123.85 avg price
IWYIshares Russell Top 200 Growth Etf
Recent Activity
New Position
0.01%
$46,495
211 shares@ $220.36 avg price
TSMEThrivent Small-mid Cap Esg Etf
Recent Activity
New Position
0.01%
$43,944
1,200 shares@ $36.62 avg price
CPRICapri Holdings Limited Shs
Recent Activity
New Position
0.01%
$41,634
981 shares@ $42.45 avg price
PHOInvesco Water Resources Etf
Recent Activity
New Position
0.01%
$35,764
507 shares@ $70.55 avg price
VMIValmont Inds Inc Com
Recent Activity
New Position
0.01%
$35,154
121 shares@ $290.53 avg price
BOILProshares Tr Ii Ultra Bloomberg
Recent Activity
New Position
0.01%
$32,967
2,842 shares@ $11.6 avg price
HTHHilltop Holdings Inc Com
Recent Activity
New Position
0.01%
$28,622
890 shares@ $32.16 avg price
URTHIshares Msci World Etf
Recent Activity
New Position
0.01%
$27,145
173 shares@ $156.91 avg price