• 13F History

Southland Equity Partners LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$430M
Signature - Title
Peter Krussel - CCO
Location
Wildwood, MO
Summary
This page shows a list of all the recent 13F filings made by Southland Equity Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Southland Equity Partners LLC reported 229 stock holdings with total value $430M as of Q1 2025. Top holdings included PMAR, AAPL, BOND, FDL, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 229 $430M +$14.8M -$10.4M +$4.4M PMAR, AAPL, BOND, FDL, SCHD 13F-HR 4/16/2025, 04:43 PM
Q4 2024 224 $430M +$44.3M -$14.5M +$29.9M AAPL, PMAR, BOND, FDL, SCHD 13F-HR 1/21/2025, 09:37 AM
Q3 2024 223 $411M +$59.7M -$17M +$42.7M PMAR, AAPL, BOND, FDL, PJAN 13F-HR 10/15/2024, 06:13 AM
Q2 2024 209 $350M +$37.5M -$51.1M -$13.7M PMAR, AAPL, BOND, PJAN, FDL 13F-HR 7/12/2024, 09:08 AM
Q1 2024 213 $355M +$24.5M -$2.47M +$22M PMAR, BOND, AAPL, PJAN, VOO 13F-HR 4/12/2024, 03:10 PM
Q4 2023 194 $320M +$10.3M -$6.58M +$3.7M PMAR, AAPL, BOND, PJAN, FDL 13F-HR 1/9/2024, 02:45 PM
Q3 2023 183 $291M +$8.82M -$4.67M +$4.15M PMAR, AAPL, BOND, PJAN, FDL 13F-HR 1/2/2024, 09:24 AM
Q2 2023 182 $296M +$32.2M -$4.5M +$27.7M PMAR, AAPL, BOND, PJAN, FDL 13F-HR 1/2/2024, 09:24 AM
Q1 2023 177 $254M +$32.4M -$53.4M -$20.9M PMAR, AAPL, PJAN, FDL, VOO 13F-HR 1/2/2024, 09:24 AM
Q4 2022 172 $259M +$59.3M -$15.5M +$43.8M POCT, AAPL, PJAN, FDL, VOO 13F-HR 1/2/2024, 09:16 AM
Q3 2022 160 $204M +$6.64M -$9.67M -$3.03M AAPL, PJAN, FDL, VOO, FVD 13F-HR 1/2/2024, 09:16 AM
Q2 2022 162 $219M +$21.7M -$9.16M +$12.6M AAPL, PJAN, FDL, VOO, FVD 13F-HR 1/2/2024, 09:16 AM
Q1 2022 176 $240M +$20.4M -$14.7M +$5.76M AAPL, PJAN, FDL, VOO, FVD 13F-HR 1/2/2024, 09:16 AM
Q4 2021 174 $244M +$20.1M -$10.9M +$9.12M AAPL, PJAN, FDL, VOO, QTEC 13F-HR 1/2/2024, 09:12 AM
Q3 2021 164 $218M +$12.8M -$6.1M +$6.72M AAPL, PJAN, FDL, VOO, QTEC 13F-HR 1/2/2024, 09:12 AM
Q2 2021 159 $212M +$33.3M -$7.06M +$26.2M AAPL, PJAN, FDL, VOO, QTEC 13F-HR 1/2/2024, 09:12 AM
Q1 2021 144 $176M +$28.6M -$4.66M +$23.9M AAPL, PJAN, FDL, VOO, FVD 13F-HR 1/2/2024, 09:12 AM
Q4 2020 126 $148M AAPL, PJAN, FDL, VOO, FVD 13F-HR 1/2/2024, 09:12 AM