Sunbelt Securities, Inc.

Q3 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2025
Date filed
11/19/2025
Form type
13F-HR
Num holdings
2,701
Total value ($000)
$1,448,308
Net value change ($000)
+315,517 (27.9%)
New positions
1103
Sold out positions
205
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 65,611 75.8%
IAU 18,223 145.9%
NVDA 15,598 33.1%
BOXX 14,489 222.7%
PLTR 10,171 213.6%
AVGO 10,086 59.6%
QQQ 9,152 70.1%
MSFT 9,007 30.4%
SPY 7,592 93.4%
BRK-B 5,975 145.7%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -4,051 -28.5%
GOCT -3,474 -93.4%
INTC -2,387 -93.9%
BAPR -2,057 -95.5%
NVDY -2,025 -34.2%
ANET -1,946 -85.3%
IVV -1,905 -8.9%
AMD -1,788 -77.8%
SHYG -1,669 -94.9%
VRT -1,563 -88.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type