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
VZVerizon Communications Inc Com Recent Activity Decreased -13.25%	0.47%	$4.761M 106,011 shares@ $44.92 avg price	Decreased -13.25%
ITOTIshares Core S&p Total U.s. Stock Market Etf Recent Activity Increased 16.25%	0.47%	$4.71M 37,495 shares@ $125.62 avg price	Increased 16.25%
ETEnergy Transfer L P Com Ut Ltd Ptn Recent Activity Increased 6.26%	0.46%	$4.674M 291,231 shares@ $16.06 avg price	Increased 6.26%
IJTIshares S&p Small-cap 600 Growth Etf Recent Activity Decreased -4.43%	0.46%	$4.611M 33,059 shares@ $139.49 avg price	Decreased -4.43%
IUSVIshares Core S&p Us Value Etf Recent Activity Increased 33.75%	0.45%	$4.563M 47,789 shares@ $95.5 avg price	Increased 33.75%
HDVIshares Core High Dividend Etf Recent Activity Increased 16.73%	0.45%	$4.546M 38,646 shares@ $117.63 avg price	Increased 16.73%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Decreased -1.7%	0.44%	$4.445M 9,658 shares@ $460.28 avg price	Decreased -1.7%
NVDYYieldmax Nvda Option Income Strategy Etf Recent Activity Increased 39.95%	0.42%	$4.259M 177,744 shares@ $23.97 avg price	Increased 39.95%
IYWIshares U.s. Technology Etf Recent Activity Decreased -3.66%	0.37%	$3.728M 24,587 shares@ $151.62 avg price	Decreased -3.66%
EUSAIshares Msci Usa Equal Weighted Etf Recent Activity Increased 10.32%	0.36%	$3.599M 37,590 shares@ $95.74 avg price	Increased 10.32%