Southern Wealth Management, LLP Sells in Q1 2023

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-38.5K
- 54.89%
$132.13 - $144.96 $5.08M - $5.57M
31.6K $4.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8.59K
- 27.58%
$145.2 - $161.56 $1.25M - $1.39M
22.6K $3.44M
IWN
Ishares Russell2000 Val ETF

ETFs
-8.62K
- 27.45%
$130.78 - $156.96 $1.13M - $1.35M
22.8K $3.12M
EFG
Msci Eafe Growth ETF

ETFs
-12.6K
- 23.87%
$84.36 - $93.68 $1.06M - $1.18M
40.1K $3.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.82K
- 18.52%
$381.13 - $418.66 $695K - $763K
8.02K $3.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.82K
- 57.51%
$212.51 - $245.01 $386K - $445K
1.34K $304K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-14.4K
- 57.54%
$16.1 - $18.84 $232K - $271K
10.6K $178K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.24K
- 6.04%
$69.12 - $73.78 $293K - $313K
65.9K $4.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.08K
- 17.62%
$66.22 - $72.19 $402K - $439K
28.4K $2.03M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.35K
- 9.37%
$64.24 - $73.9 $279K - $321K
42.1K $2.85M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-267
- 2.25%
$62.59 - $69.3 $16.7K - $18.5K
11.6K $760K
FNDX
Schwab Fundamental U S Large C

ETFs
-755
- 5.32%
$52.49 - $57.54 $39.6K - $43.4K
13.4K $737K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-398
- 2.87%
$92.27 - $107.68 $36.7K - $42.9K
13.4K $1.3M
IGF
Ishares Global Infrastructure

ETFs
-178
- 0.87%
$45.83 - $48.69 $8.16K - $8.67K
20.4K $972K
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.1K
- 6.69%
$82.89 - $94.68 $257K - $294K
43.3K $3.94M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-423
- 1.16%
$44.78 - $49.41 $18.9K - $20.9K
36.1K $1.75M
IWM
Ishares Russell 2000 ETF

ETFs
-151
- 0.48%
$170.25 - $198.32 $25.7K - $29.9K
31.1K $5.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
-56
- 1.2%
$379.5 - $416.78 $21.3K - $23.3K
4.61K $1.89M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-30
- 0.35%
$208.78 - $230.55 $6.26K - $6.92K
8.49K $1.91M
VTI
Vanguard Total Stock Market Et

ETFs
-153
- 0.76%
$189.85 - $210.01 $29K - $32.1K
20K $4.07M
EEMV
Ishares Msci Emerging Markets

ETFs
-2.03K
- 0.9%
$52.37 - $55.9 $106K - $113K
223K $12.2M
IEMG
Ishares Inc

ETFs
-937
- 0.27%
$46.2 - $52.12 $43.3K - $48.8K
351K $17.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.35K
- 3.26%
$209.92 - $244.33 $493K - $574K
69.7K $17M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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