Southland Equity Partners LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $411 Billion distributed in 223 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 $29.9B, Apple Inc. with a value of $29.2B, Pimco Active Bond Exchange Tra with a value of $24.4B, First Tr Morningstar Dividend with a value of $20.1B, and Innovator U.S. Equity Power Bu with a value of $18.8B.

Examining the 13F form we can see an increase of $60.9B in the current position value, from $350B to 411B.

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 $411 Billion
ETFs: $275 Billion
Technology: $38 Billion
Consumer Defensive: $16.9 Billion
Consumer Cyclical: $14 Billion
Financial Services: $11.9 Billion
Healthcare: $11.8 Billion
Real Estate: $7.61 Billion
Energy: $6.38 Billion
Other: $13.4 Billion

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

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

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $411 Billion
  • Prior Value $350 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
Track This Portfolio

Track Southland Equity Partners LLC Portfolio

Follow Southland Equity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Southland Equity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southland Equity Partners LLC with notifications on news.