Southland Equity Partners LLC
CIK Number: 0002006517
429.55M
Market Value
216
# of Holdings
11 months
Avg. Holding Period
32.33%
Win Rate
22.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 210.60 | +0.63% | 125.38K | +0.07% | 31.4M | 136.59 | 7.31% |
| 2 | PMAR | Innovator S&P 500 Po... | 39.63 | +0.21% | 754.46K | -0.9% | 30.32M | 32.27 | 7.06% |
| 3 | BOND | PIMCO Active Bond Ex... | 91.80 | +0.31% | 256.63K | -0.33% | 23.2M | 92.16 | 5.40% |
| 4 | FDL | First Trust Mornings... | 40.91 | +0.85% | 480.69K | +0.51% | 19.35M | 32.8 | 4.50% |
| 5 | SCHD | Schwab U.S. Dividend... | 25.80 | +0.53% | 699.85K | +237.00% | 19.12M | 26.32 | 4.45% |
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