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Sunbelt Securities, Inc.
Sunbelt Securities, Inc. is an independent broker-dealer and SEC-registered investment adviser headquartered in Houston, Texas. With over 30 years of experience in the financial services industry and more than 100 years of combined experience among its principals, Sunbelt provides institutional and retail investment solutions, trading, and advisory across fixed income, equities, and a broad range of other investment products. The firm operates primarily out of the Galleria Financial Towers, employs a team of experienced financial professionals, and serves individuals as well as institutional clients including corporations, insurance companies, pension funds, banks, and municipalities.
Investment Strategy
Sunbelt Securities offers access to a wide variety of investment opportunities through a non-proprietary, open architecture platform. They provide comprehensive sales and trading services for all fixed income instruments, equities, and portfolio trading, tailored to both institutional and retail clients. Their investment philosophy emphasizes advanced technology, best execution, broad product selection, and custom solutions, including quantitative models and proprietary portfolio structuring tools to meet client-specific needs. The firm provides holdings and execution in sectors including mortgage-backed securities (MBS), asset-backed securities (ABS), structured products, corporate and municipal debt, and also covers standard instruments such as equities, mutual funds, ETFs, options, and alternative investments.
Latest 13F Filing Activity
Sunbelt Securities, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,742 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation Com, Broadcom Inc. Com, Ishares Core S&P 500 Etf among other positions. Sunbelt Securities, Inc. reduced exposure to Exxon Mobil Corp. Com, Ishares Gold Trust, Alpha Architect 1-3 Month Box Etf among others.
Top Holdings
Equity Positions (1,742)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XOM | EXXON MOBIL CORP COM | 7.64% | $86.6M | 804,878 | $109.72 | $107.80 | -$64.8M |
N NVDA | NVIDIA CORPORATION COM | 4.16% | $47.1M | 350,836 | $46.44 | $157.99 | +$9.9M |
M MSFT | MICROSOFT CORP COM | 2.62% | $29.7M | 70,389 | $305.10 | $497.41 | +$3.6M |
A AAPL | APPLE INC COM | 2.62% | $29.6M | 118,301 | $120.73 | $205.17 | +$3.7M |
I IVV | ISHARES CORE S&P 500 ETF | 1.90% | $21.5M | 36,544 | $446.06 | $620.90 | +$5.4M |
Industry Allocation
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