Southland Equity Partners LLC Portfolio Holdings

Southland Equity Partners LLC

  • $430 Billion
  • Q1 2025

Southland Equity Partners LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $430 Billion distributed in 229 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 $29.4B, Apple Inc. with a value of $27.8B, Pimco Active Bond Exchange Tra with a value of $23.7B, First Tr Morningstar Dividend with a value of $21.8B, and Schwab Strategic Tr Us Dividen with a value of $19.5B.

Examining the 13F form we can see an decrease of $185M in the current position value, from $430B to 430B.

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 $430 Billion
ETFs: $272 Billion
Technology: $37 Billion
Consumer Defensive: $18.6 Billion
Consumer Cyclical: $15.6 Billion
Financial Services: $14.3 Billion
Healthcare: $13.9 Billion
Energy: $7.89 Billion
Real Estate: $7.41 Billion
Other: $14.1 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$27.8 Billion 6.48% of portfolio
125,338
Q1 2025 Reduced 0.04%
$404B
$8.02 Billion 1.87% of portfolio
47,059
Q1 2025 Added 1.18%
$674B
$7.33 Billion 1.71% of portfolio
13,756
Q1 2025 Added 7.6%
$229B
$6.46 Billion 1.51% of portfolio
20,696
Q1 2025 Added 0.16%
$306B
$5.94 Billion 1.38% of portfolio
28,344
Q1 2025 Reduced 0.36%
$1.76T
$4.47 Billion 1.04% of portfolio
23,484
Q1 2025 Reduced 0.63%
$2.74T
$3.66 Billion 0.85% of portfolio
9,756
Q1 2025 Added 3.53%
$412B
$3.56 Billion 0.83% of portfolio
21,482
Q1 2025 Reduced 4.27%
$680B
$3.54 Billion 0.82% of portfolio
14,414
Q1 2025 Added 1.22%
$270B
$3.03 Billion 0.71% of portfolio
18,119
Q1 2025 Reduced 0.23%
$253B
$2.1 Billion 0.49% of portfolio
19,380
Q1 2025 Added 16.5%
$446B
$2.06 Billion 0.48% of portfolio
17,349
Q1 2025 Added 0.87%
$762B
$1.99 Billion 0.46% of portfolio
7,662
Q1 2025 Reduced 6.45%
$933B
$1.83 Billion 0.43% of portfolio
11,696
Q1 2025 Added 3.42%
$253B
$1.35 Billion 0.31% of portfolio
8,516
Q1 2025 Added 0.35%
$229B
$1.04 Billion 0.24% of portfolio
7,809
Q1 2025 Added 1.07%
$440B
$618 Million 0.14% of portfolio
653
Q1 2025 Added 3.49%
$214B
$561 Million 0.13% of portfolio
2,254
Q1 2025 Reduced 4.21%
$798B
$428 Million 0.1% of portfolio
519
Q1 2025 Reduced 3.17%
$229B
$446 Million 0.1% of portfolio
7,220
Q1 2025 Added 0.06%
$253B
$425 Million 0.1% of portfolio
4,840
Q1 2025 Added 0.6%
$300B
$368 Million 0.09% of portfolio
8,808
Q1 2025 Reduced 2.31%
$238B
$383 Million 0.09% of portfolio
3,434
Q1 2025 Added 1.6%
$903B
$348 Million 0.08% of portfolio
2,249
Q1 2025 Added 0.45%
$1.13T
$335 Million 0.08% of portfolio
582
Q1 2025 Reduced 1.52%
$246B
$320 Million 0.07% of portfolio
4,460
Q1 2025 Added 3.07%
$316B
$296 Million 0.07% of portfolio
4,137
Q1 2025 Added 5.27%
$539B
$273 Million 0.06% of portfolio
780
Q1 2025 Added 15.56%
$425B
$232 Million 0.05% of portfolio
443
Q1 2025 Added 0.68%
$347B
$230 Million 0.05% of portfolio
1,643
Q1 2025 Added 12.61%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $430 Billion
  • Prior Value $430 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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