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Home > Institutional Investor > Southland Equity Partners Llc > Profile

Instuitional Investor - Southland Equity Partners Llc

Fund Profile
Filing Period:
Fund Name: Southland Equity Partners Llc
Portfolio Value $429,734,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 125,384 $31,398,710 7.3%
2.
Innovator Etfs Trust
 754,463 $30,321,868 7.05%
3.
Pimco Etf Trust
 256,632 $23,204,627 5.39%
4.
First Tr Morningstar Divid L
 480,688 $19,352,518 4.5%
5.
Schwab Strategic Trust
 FNDF 699,852 $19,119,960 4.44%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)