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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 $513,068,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 120,880 $30,678,242 5.98%
2.
Innovator Etfs Trust
 681,790 $30,421,470 5.93%
3.
First Tr Exchange-Traded Fd
 557,532 $28,322,605 5.52%
4.
Pimco Etf Trust
 273,026 $25,194,844 4.91%
5.
Schwab Strategic Trust
 FNDF 689,657 $21,158,683 4.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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