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Sunbelt Securities

Sunbelt Securities is an investment advisor in Houston with $1.15B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
760472120
SEC advisor number
801-71479
FINRA CRD number
42180
AUM ?
$1.15B (as of 4 May 22)
Accounts
4,816 (as of 4 May 22)
Employees
64 (42 investment advisory or research)
Address
Sunbelt Securities
2700 POST OAK BLVD, SUITE 1700
HOUSTON
TX 77056
Phone
713-965-9510

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 440 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$16.81M 94.58K 151.8K -37.7
$13.03M 28.28K 24.45K +15.6
$12.48M 339.38K 335.98K +1.0
$10.87M 139.91K 136.4K +2.6
$10.68M 3.21K 3.04K +5.6
$10.08M 85.17K 85.17K 0
$8.32M 109.51K 53.38K +105.2
$8.22M 26.2K 30.59K -14.4
$8.07M 36.02K 35.72K +0.8
$7.63M 209.07K 211K -0.9
$7.3M 26.36K 25.34K +4.0
$6.63M 79.11K 103.02K -23.2
$6.59M 40.22K 66.35K -39.4
$5.94M 2.09K 2.1K -0.6
$5.08M 163.6K 152.3K +7.4
$5.05M 69.71K 67.83K +2.8
$4.93M 69.69K 66.95K +4.1
$4.75M 28.72K 48.15K -40.4
$4.49M 58.32K 57.2K +2.0
$4.44M 82K 79.72K +2.8
$4.38M 91.1K 45.19K +101.6
$4.33M 27.46K 23.93K +14.7
$4.32M 9.42K 8.7K +8.2
$4.26M 54.17K 53.66K +1.0
$4.13M 159.51K 160.46K -0.6
$4.09M 39.94K 40.14K -0.5
$4.03M 31.78K 31.49K +0.9
$3.62M 15.9K 16.01K -0.6
$3.61M 27.36K 14.46K +89.2
$3.55M 67.04K 64.42K +4.1
$3.53M 16.03K 22.09K -27.4
$3.5M 66.78K 116.77K -42.8
$3.43M 9.48K 9.51K -0.4
$3.32M 246.16K 240.94K +2.2
$3.27M 23.26K 31.86K -27.0
$3.23M 57.62K 91.79K -37.2
$3.21M 5.09K 7.63K -33.2
$3.18M 113.98K 112.97K +0.9
$3.16M 18.79K 32.98K -43.0
$2.99M 29.79K 55.65K -46.5
$2.97M 8.08K 13.88K -41.8
$2.95M 76.44K 78.29K -2.4
$2.92M 2.67K 2.58K +3.8
$2.9M 26.6K 25.69K +3.6
$2.81M 35.49K 36.64K -3.1
$2.8M 115.8K 171.18K -32.4
$2.79M 32.5K 33.05K -1.6
$2.77M 50.77K 56.3K -9.8
$2.73M 5.24K 5.32K -1.4
$2.63M 31.57K 14.34K +120.1
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings