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| Sunbelt Securities Inc
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| |
|---|---|
| CRD # | 42180 |
| SEC # | 801-71479 |
| CIK # | 0001632932 |
| AUM | $1.9 BB (2024-05-10) |
| Employees | 67 (72% Investors, 94% Brokers) |
| Phone | 713-965-9510 |
| Address | 2700 Post Oak Blvd Ste 1700 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| IAU | 0.0 | ||
| AVGO | 201.3 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,149 | 1,639.0 |
| (b) Individuals (high net worth individuals) | 423 | 221.8 |
| (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 | 139 | 35.6 |
| (h) Charitable organizations | 3 | 1.3 |
| (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 | 13 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,727 | 1,907.6 |
| By Discretionary | ||
| Discretionary | 4,727 | 1,907.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,727 | 1,907.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,907.6 | |
| Total | 4,727 | 1,907.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632932] |
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|---|---|---|
|
Acropolis Investment Management LLC
✚
|
MO | 1.9 |
|
Baystate Wealth Management LLC
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KS | 1.9 |
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Washington Trust Advisors Inc
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MA | 1.9 |
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TX | 1.9 |
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NY | 1.9 |
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Alken Asset Management Ltd
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1.9 | |
|
Bristlecone Advisors LLC
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WA | 1.9 |
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Comperio Retirement Consulting Inc
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NC | 1.9 |
|
Checchi Capital Advisers LLC
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CA | 1.9 |
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CornerStone Investment Partners LLC
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GA | 1.9 |