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PATRICK SMETEK

Sunbelt Securities, Inc.

Assets Managed
$1.584B
Holdings
2954
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
5.66%(2Q avg: 4.59%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunbelt Securities, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2954 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.584B in assets, with a quarterly growth rate of 5.66% and a 2-quarter average growth rate of 4.59%. The portfolio is managed by PATRICK SMETEK, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.22%
14.48%
$229.291M
1.351M shares@ $169.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -11.3%
3.3%
$52.251M
299,607 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.82%
2.03%
$32.05M
126,284 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.68%
1.84%
$29.066M
78,521 shares@ $370.18 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.86%
1.62%
$25.616M
82,762 shares@ $309.52 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -3.24%
1.42%
$22.363M
253,669 shares@ $88.16 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.51%
1.4%
$22.118M
38,321 shares@ $577.19 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.42%
1.37%
$21.688M
744,512 shares@ $29.13 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.86%
1.31%
$20.746M
183,413 shares@ $113.12 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.37%
1.29%
$20.408M
31,243 shares@ $653.21 avg price

1-10 of 2954