Southern Wealth Management, LLP Closed Holding Positions

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
4,552
$46.62 - $50.36 $212K - $229K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
3,258
$73.1 - $82.57 $238K - $269K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Aug 11, 2022
8,623
$32.02 - $36.26 $276K - $313K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
2,848
$74.17 - $88.24 $211K - $251K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
Q1 2022 Filed on May 16, 2022
11,966
$25.76 - $29.21 $308K - $350K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2022 Filed on May 16, 2022
5,805
$44.65 - $55.03 $259K - $319K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 16, 2022
2,245
$79.77 - $90.53 $179K - $203K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on May 16, 2022
684
$459.24 - $521.7 $314K - $357K
MGC
Vanguard Mega Cap ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
10,443
$152.0 - $169.23 $1.59M - $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
1,759
$260.67 - $292.07 $459K - $514K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on May 17, 2021
1,134
$157.49 - $182.87 $179K - $207K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2021 Filed on May 17, 2021
15,877
$14.51 - $15.16 $230K - $241K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2020 Filed on Nov 25, 2020
1,000
$215.95 - $298.0 $216K - $298K
LII
Lennox International Inc

Industrials
Q3 2020 Filed on Nov 25, 2020
1,469,124
$231.35 - $287.8 $340M - $423M
MSFT
Microsoft Corp

Technology
Q3 2020 Filed on Nov 25, 2020
2,825
$200.39 - $231.65 $566K - $654K
SBSI
Southside Bancshares Inc

Financial Services
Q3 2020 Filed on Nov 25, 2020
9,079
$23.7 - $29.85 $215K - $271K
Rti Surgical Holdings In
Q3 2020 Filed on Nov 25, 2020
58,490
N/A
XOM
Exxon Mobil Corp

Energy
Q3 2020 Filed on Nov 25, 2020
4,668
$34.28 - $44.97 $160K - $210K
AAPL
Apple Inc.

Technology
Q3 2020 Filed on Nov 25, 2020
1,450
$91.03 - $134.18 $132K - $195K
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 14, 2020
1,791
$54.22 - $121.43 $97.1K - $217K
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