Southland Equity Partners LLC Portfolio Holdings
Southland Equity Partners LLC
- $430 Billion
- Q4 2024
Southland Equity Partners LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $430 Billion distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.4B, Innovator U.S. Equity Power Bu with a value of $30.3B, Pimco Active Bond Exchange Tra with a value of $23.2B, First Tr Morningstar Dividend with a value of $19.4B, and Schwab Strategic Tr Us Dividen with a value of $19.1B.
Examining the 13F form we can see an increase of $18.6B in the current position value, from $411B 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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 224
- Current Value $430 Billion
- Prior Value $411 Billion
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks