Southland Equity Partners LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $356 Billion distributed in 215 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 $28.6B, Pimco Active Bond Exchange Tra with a value of $22.7B, Apple Inc. with a value of $22.5B, Innovator U.S. Equity Power Bu with a value of $18.3B, and Vanguard Index Fds S&P 500 ETF with a value of $16B.

Examining the 13F form we can see an increase of $36.2B in the current position value, from $320B to 356B.

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 $356 Billion
ETFs: $268 Billion
Technology: $30.2 Billion
Consumer Defensive: $16.5 Billion
Financial Services: $8.02 Billion
Consumer Cyclical: $7.3 Billion
Healthcare: $5.54 Billion
Energy: $4.94 Billion
Real Estate: $3.82 Billion
Other: $7.87 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $356 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 24 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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