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| Sunbelt Securities Inc
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|---|---|
| CRD # | 42180 |
| SEC # | 801-71479 |
| CIK # | 0001632932 |
| AUM | $1.1 BB (2022-11-01) |
| Employees | 64 (66% Investors, 95% Brokers) |
| Phone | 713-965-9510 |
| Address | 2700 Post Oak Blvd Ste 1700 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| WIRE | 2.1 | 0.0 | |
| IAU | 0.0 | ||
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| V | 419.3 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,247 | 819.0 |
| (b) Individuals (high net worth individuals) | 369 | 273.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 152 | 30.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 22.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,816 | 1,145.4 |
| By Discretionary | ||
| Discretionary | 4,816 | 1,145.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,816 | 1,145.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,144.9 | |
| Total | 4,816 | 1,145.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632932] |
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