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
FENIFidelity Enhanced International Etf Recent Activity Exited	0%	$16,947 598 shares@ $28.34 avg price	Exited
PCTYPaylocity Hldg Corp Com Recent Activity Exited	0%	$13,712 104 shares@ $131.85 avg price	Exited
MDYGSpdr S&p 400 Mid Cap Growth Etf Recent Activity Exited	0%	$13,534 161 shares@ $84.07 avg price	Exited
DEMWisdomtree Emerging Markets High Dividend Fund Recent Activity Exited	0%	$13,166 304 shares@ $43.31 avg price	Exited
NTLAIntellia Therapeutics Inc Com Recent Activity Exited	0%	$12,757 570 shares@ $22.39 avg price	Exited
PIIPolaris Inc Com Recent Activity Exited	0%	$10,494 134 shares@ $78.32 avg price	Exited
FPXFirst Trust Us Equity Opportunities Etf Recent Activity Exited	0%	$10,331 104 shares@ $99.34 avg price	Exited
AGIOAgios Pharmaceuticals Inc Com Recent Activity Exited	0%	$9,702 225 shares@ $43.12 avg price	Exited
ARLPAlliance Resource Partners L P Ut Ltd Part Recent Activity Exited	0%	$8,972 367 shares@ $24.45 avg price	Exited
CMCOColumbus Mckinnon Corp N Y Com Recent Activity Exited	0%	$7,772 225 shares@ $34.55 avg price	Exited