Southland Equity Partners LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $456 Billion distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Power Bu with a value of $30.9B, Apple Inc. with a value of $25.8B, Pimco Active Bond Exchange Tra with a value of $24.6B, First Tr Morningstar Dividend with a value of $21.4B, and Innovator U.S. Equity Power Bu with a value of $19.1B.
Examining the 13F form we can see an increase of $26.5B in the current position value, from $430B to 456B.
Southland Equity Partners LLC is based out at Wildwood, MO
Below you can find more details about Southland Equity Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$456 Billion
ETFs: $291 Billion
Technology: $39.1 Billion
Consumer Defensive: $18.4 Billion
Consumer Cyclical: $16.3 Billion
Financial Services: $15.4 Billion
Healthcare: $13 Billion
Real Estate: $7.27 Billion
Communication Services: $6.96 Billion
Other: $15.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more