Southern Wealth Management, LLP holdings history

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84 is the total number of securities Southern Wealth Management, LLP has owned. The longest Southern Wealth Management, LLP has owned a single stock is 14 quarters.

Southern Wealth Management, LLP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD GROWTH ETF14143.34%9.12%14.96%Q4 2019Q1 202314
IEFA ISHARES CORE MSCI EAFE...14140.59%5.07%10.39%Q4 2019Q1 202314
EEMV ISHR EDG MSCI MIN VOL ...14140.22%4.30%6.95%Q4 2019Q1 202314
IWF ISHARES RUSSELL 1000 G...14140.32%4.08%7.07%Q4 2019Q1 202314
VOO VANGUARD S&P 500 ETF14140.15%3.68%5.71%Q4 2019Q1 202314
EFAV ISHARES INC MSCI EAFE ...14140.90%3.41%9.71%Q4 2019Q1 202314
IEMG ISHARES CORE MSCI EMER...14141.26%3.31%6.65%Q4 2019Q1 202314
USMV ISHARES TR MSCI USA MI...14141.86%3.30%9.46%Q4 2019Q1 202314
VOE VANGUARD MID CAP VALUE...14140.84%3.11%4.53%Q4 2019Q1 202314
EEM ISHARES MSCI EMERGING ...14140.71%2.82%4.87%Q4 2019Q1 202314
EFV ISHARES MSCI EAFE VALU...14140.25%2.51%4.55%Q4 2019Q1 202314
SCZ ISHARES MSCI EAFE SMAL...14140.43%2.46%7.96%Q4 2019Q1 202314
EFG ISHARES MSCI EAFE GROW...14140.25%2.22%4.42%Q4 2019Q1 202314
IWS ISHARES RUSSELL MIDCAP...14140.26%1.80%2.52%Q4 2019Q1 202314
VXF VANGUARD EXTENDED MARK...14140.22%1.70%2.84%Q4 2019Q1 202314
VTI VANGUARD TOTAL STOCK M...14140.32%1.66%5.31%Q4 2019Q1 202314
VTV VANGUARD VALUE ETF14140.53%1.65%3.95%Q4 2019Q1 202314
IWM ISHARES RUSSELL 2000 ETF14140.53%1.59%2.28%Q4 2019Q1 202314
IWN ISHARES RUSSELL 2000 V...14140.18%1.33%2.64%Q4 2019Q1 202314
SCHA SCHWAB US SMALL CAP ETF14140.16%1.11%1.87%Q4 2019Q1 202314
IWD ISHARES RUSSELL 1000 V...14140.11%1.09%3.33%Q4 2019Q1 202314
IWP ISHARES RUSSELL MIDCAP...14140.27%1.03%1.74%Q4 2019Q1 202314
IVV ISHARES S&P 500 INDEX14140.09%0.97%6.31%Q4 2019Q1 202314
VO VANGUARD MID CAP ETF14140.43%0.95%1.57%Q4 2019Q1 202314
SCHM SCHWAB U.S. MID-CAP ETF14140.09%0.89%1.37%Q4 2019Q1 202314
VOT VANGUARD MID-CAP GROWT...14140.38%0.86%1.42%Q4 2019Q1 202314
SCHB SCHWAB US BROAD MARKET...14140.38%0.84%1.33%Q4 2019Q1 202314
SCHV SCHWAB US LARGE CAP VA...14140.09%0.83%1.84%Q4 2019Q1 202314
VEA VANGUARD FTSE DEVELOPE...14140.05%0.80%1.57%Q4 2019Q1 202314
VWO VANGUARD FTSE EMERGING...14140.05%0.79%1.80%Q4 2019Q1 202314
IWR ISHARES TR RUSSELL MID...14140.18%0.56%1.07%Q4 2019Q1 202314
IJH ISHARES CORE S&P MID-C...14140.23%0.54%0.76%Q4 2019Q1 202314
IGF ISHARES TRUST S&P GLOB...14140.10%0.46%2.99%Q4 2019Q1 202314
SCHX SCHWAB US LARGE CAP ETF14140.07%0.41%0.69%Q4 2019Q1 202314
FNDA SCHWAB FUNDAMENTAL U.S...14140.10%0.37%0.73%Q4 2019Q1 202314
IWO ISHARES RUSSELL 2000 G...14140.12%0.31%0.55%Q4 2019Q1 202314
SCHG SCHWAB US LARGE CAP GR...14140.12%0.30%0.49%Q4 2019Q1 202314
VB VANGUARD SMALL CAP ETF IV14140.08%0.24%0.50%Q4 2019Q1 202314
FNDX SCHWAB FUNDAMENTAL U.S...14140.04%0.20%0.40%Q4 2019Q1 202314
SDY SPDR S&P DIVIDEND ETF14140.06%0.15%0.19%Q4 2019Q1 202314
SCHC SCHWAB INTL SMALL CAP ETF13130.96%5.12%8.86%Q1 2020Q1 202313
SPY SPDR S&P 500 ETF TRUST13130.06%0.53%0.87%Q1 2020Q1 202313
FNDF SCHWAB FUNDAMENTAL INT...1210.04%0.11%0.16%Q4 2019Q1 202313
IWB ISHARES TR RUSSELL 100...12120.23%0.63%0.98%Q2 2020Q1 202312
EFA ISHARES MSCI EAFE ETF1110.17%0.50%2.27%Q4 2019Q1 202312
VBR VANGUARD SMALL CAP VAL...820.14%0.44%1.17%Q4 2019Q1 202312
IJR ISHARES S&P SMALL-CAP ...12120.05%0.22%0.53%Q2 2020Q1 202312
SCHF SCHWAB INTERNATIONAL E...1020.05%0.09%0.14%Q4 2019Q1 202312
FPE FIRST TRUST PREFERRED ...11110.92%5.98%12.36%Q3 2020Q1 202311
SMMD ISHARES RUSSELL 2500 ETF650.09%0.23%0.36%Q2 2020Q1 202311
SCHZ SCHWAB US AGGREGATE BO...10100.04%0.07%0.10%Q4 2019Q1 202210
MGC VANGUARD MEGA CAP ETF880.19%0.38%0.52%Q4 2019Q3 20218
ACWX ISHARES MSCI ACWI EX U...510.12%0.95%3.20%Q1 2020Q1 20236
PFF ISHARES S&P U.S. PREFE...660.10%0.12%0.14%Q4 2020Q1 20226
VBK VANGUARD SMALL-CAP GRO...660.06%0.11%0.18%Q4 2019Q1 20216
HYG ISHARES IBOXX HIGH YIE...660.09%0.10%0.11%Q4 2020Q1 20226
FPEI FIRST TRUST INSTITUTIO...550.07%1.45%6.36%Q1 2022Q1 20235
IJS ISHARES S&P SMALLCAP 6...320.11%0.14%0.20%Q4 2019Q1 20235
SCHE SCHWAB EMERGING MARKET...440.21%0.22%0.24%Q2 2022Q1 20234
LII LENNOX INTERNTNL3355.62%63.12%67.21%Q4 2019Q2 20203
VYM VANGUARD HIGH DIVIDEND...330.16%0.31%0.60%Q3 2022Q1 20233
AGOX ADAPTIVE ALPHA OPPORTU...330.12%0.12%0.12%Q3 2022Q1 20233
QQQ POWERSHARES QQQ TR330.11%0.12%0.13%Q3 2022Q1 20233
DFAC DIMENSIONAL U.S. CORE ...330.09%0.11%0.14%Q2 2021Q4 20213
AAPL APPLE INC330.07%0.09%0.10%Q4 2019Q2 20203
FDL FIRST TRUST MORNINGSTA...330.08%0.08%0.09%Q3 2022Q1 20233
MSFT MICROSOFT CORP330.06%0.08%0.11%Q4 2019Q2 20203
SBSI SOUTHSIDE BANCSHARES330.05%0.06%0.06%Q4 2019Q2 20203
PEP PEPSICO INC330.05%0.05%0.06%Q4 2019Q2 20203
RTIX RTI SURGICAL HOLDINGS IN330.02%0.03%0.04%Q4 2019Q2 20203
XLE ENERGY SELECT SECTOR SPDR220.13%0.14%0.14%Q1 2022Q2 20222
VIG VANGUARD DIVIDEND APPR...220.09%0.10%0.11%Q4 2022Q1 20232
RPV INVESCO S&P 500 PURE V...220.08%0.08%0.09%Q4 2021Q1 20222
IJT ISHARES S&P SMALLCAP 6...110.08%0.08%0.08%Q3 2022Q1 20232
XOM EXXON MOBIL CORP110.04%0.05%0.06%Q4 2019Q2 20202
BABA ALIBABA GROUP HOLDING ...110.04%0.04%0.05%Q4 2019Q2 20202
VEU VANGUARD FTSE ALL-WORL...110.32%0.32%0.32%Q2 2022Q2 20221
VXUS VANGUARD TOTAL INTERNA...110.18%0.18%0.18%Q1 2023Q1 20231
MDY SPDR S&P MIDCAP 400 ETF110.14%0.14%0.14%Q4 2021Q4 20211
IEV ISHARES EUROPE ETF110.12%0.12%0.12%Q4 2021Q4 20211
PGX POWERSHARES GLOBAL PRE...110.09%0.09%0.09%Q4 2020Q4 20201
XLB MATERIALS SELECT SECTO...110.08%0.08%0.08%Q4 2021Q4 20211
GLD SPDR GOLD ETF110.08%0.08%0.08%Q4 2020Q4 20201
CVX CHEVRON CORP110.04%0.04%0.04%Q4 2019Q4 20191
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The securities at the top of the list , including VANGUARD GROWTH ETF, ISHARES CORE MSCI EAFE ETF, and ISHR EDG MSCI MIN VOL EMG MKT ETF, are the highest-conviction holdings of Southern Wealth Management, LLP.

The conviction is calculated by counting the number of quarters a security has been reported by Southern Wealth Management, LLP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Southern Wealth Management, LLP owns currently or has owned in the past.