| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 10.8% |
| INNOVATOR ETFS TRUST | 15 | Q2 2024 | 7.5% |
| FIRST TR MORNINGSTAR DIVID L | 15 | Q2 2024 | 6.4% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.8% |
| FIRST TR NASDAQ 100 TECH IND | 15 | Q2 2024 | 4.8% |
| PIMCO ETF TR | 15 | Q2 2024 | 6.5% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q2 2024 | 4.5% |
| FIRST TR VALUE LINE DIVID IN | 15 | Q2 2024 | 4.7% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 3.2% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q2 2024 | 3.1% |
View Southland Equity Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 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 |
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.