Southern Wealth Management, LLP Portfolio Holdings

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

Southern Wealth Management, LLP has filed its 13F form on May 12, 2023 for Q1 2023 where it was disclosed a total value porftolio of $258 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $26.8M, Schwab Strategic Tr Intl Small with a value of $22.8M, Vanguard Growth ETF with a value of $20.9M, Ishares Inc with a value of $17.1M, and Ishares Russell 1000 Gr ETF with a value of $17M.

Examining the 13F form we can see an increase of $8.67M in the current position value, from $249M to 258M.

Southern Wealth Management, LLP is based out at Dallas, TX

Below you can find more details about Southern Wealth Management, LLP portfolio as well as his latest detailed transactions.

Portfolio value $258 Million
ETFs: $258 Million

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 61
  • Current Value $258 Million
  • Prior Value $249 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 12, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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