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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 $582,562,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 121,344 $40,410,094 6.94%
2.
Innovator Etfs Trust
 665,263 $32,570,545 5.59%
3.
First Tr Exchange-Traded Fd
 583,197 $28,640,820 4.92%
4.
Schwab Strategic Trust
 SCHD 706,927 $22,996,344 3.95%
5.
Pimco Etf Trust
 MINT 259,915 $22,610,019 3.88%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.