Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 10.8% |
INNOVATOR ETFS TR | 12 | Q3 2023 | 7.5% |
FIRST TR MORNINGSTAR DIVID L | 12 | Q3 2023 | 6.4% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 5.8% |
FIRST TR NASDAQ 100 TECH IND | 12 | Q3 2023 | 4.8% |
FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 4.7% |
FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 4.5% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 3.2% |
FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 3.1% |
PIMCO ETF TR | 12 | Q3 2023 | 6.2% |
View Southland Equity Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-09 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
13F-HR | 2024-01-02 |
View Southland Equity Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.