Southland Equity Partners LLC Portfolio Holdings

Southland Equity Partners LLC

  • $494 Billion
  • Q3 2025

Southland Equity Partners LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $494 Billion distributed in 243 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 $31.8B, Apple Inc. with a value of $31.5B, Pimco Active Bond Exchange Tra with a value of $24.7B, First Tr Morningstar Dividend with a value of $22.1B, and Innovator U.S. Equity Power Bu with a value of $19.4B.

Examining the 13F form we can see an increase of $38.1B in the current position value, from $456B to 494B.

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 $494 Billion
ETFs: $301 Billion
Technology: $46.9 Billion
Consumer Defensive: $17.8 Billion
Financial Services: $17.1 Billion
Consumer Cyclical: $17.1 Billion
Healthcare: $15.2 Billion
Real Estate: $7.63 Billion
Communication Services: $7.52 Billion
Other: $16.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.49B
$2.2 Billion 0.44% of portfolio
51,573
Q3 2025 Reduced 1.74%
$3.6B
$513 Million 0.1% of portfolio
31,281
Q1 2024 Added 1.3%
$9.45B
$425 Million 0.09% of portfolio
10,067
Q3 2022 Added 0.31%
$6.12B
$253 Million 0.05% of portfolio
4,442
Q3 2025 Added 3.69%
$5.47B
$207 Million 0.04% of portfolio
21,186
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $494 Billion
  • Prior Value $456 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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