Sign In
test

PETER KRUSSEL

Southland Equity Partners Llc

Assets Managed
$571.01M
Holdings
306
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.3%(2Q avg: 6.28%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Southland Equity Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 306 positions.

Assets under management

The assets under management (AUM) of Southland Equity Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 571.01M in assets, with a quarterly growth rate of 11.3% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by PETER KRUSSEL, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.04%
6.13%
$34.96M
120,820 shares@ $289.37 avg price
PMAR
Innovator U.s. Equity Power
Recent Activity
Decreased -1.16%
5.64%
$32.189M
673,835 shares@ $47.77 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 0.63%
4.79%
$27.299M
561,017 shares@ $48.67 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -1%
4.37%
$24.922M
270,271 shares@ $92.21 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.4%
3.93%
$22.393M
706,182 shares@ $31.71 avg price
QTEC
First Trust Nasdq 100 Tech I
Recent Activity
Increased 0.29%
3.55%
$20.268M
60,558 shares@ $334.7 avg price
PJAN
Innovator U.s. Equity Power
Recent Activity
Decreased -2.88%
3.24%
$18.463M
373,075 shares@ $49.49 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -2.93%
2.06%
$11.747M
304,474 shares@ $38.59 avg price
PMAY
Innovator U.s. Equity Power
Recent Activity
Decreased -0.61%
1.66%
$9.434M
228,425 shares@ $41.31 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.85%
1.63%
$9.281M
12,603 shares@ $736.43 avg price

1-10 of 306