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PETER KRUSSEL

Southland Equity Partners Llc

Assets Managed
$513.069M
Holdings
273
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
1.26%(2Q avg: 1.91%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Southland Equity Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 273 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 513.069M in assets, with a quarterly growth rate of 1.26% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by PETER KRUSSEL, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.01%
5.98%
$30.678M
120,880 shares@ $253.8 avg price
PMAR
Innovator U.s. Equity Power
Recent Activity
Decreased -4.99%
5.93%
$30.421M
681,790 shares@ $44.63 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 10.03%
5.53%
$28.323M
557,532 shares@ $50.8 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -0.82%
4.92%
$25.195M
273,026 shares@ $92.29 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.37%
4.13%
$21.159M
689,657 shares@ $30.69 avg price
PJAN
Innovator U.s. Equity Power
Recent Activity
Decreased -5.31%
3.46%
$17.722M
384,166 shares@ $46.13 avg price
QTEC
First Trust Nasdq 100 Tech I
Recent Activity
Decreased -0.32%
2.55%
$13.042M
60,384 shares@ $215.99 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -7.41%
2.17%
$11.107M
313,667 shares@ $35.42 avg price
PMAY
Innovator U.s. Equity Power
Recent Activity
Decreased -0.77%
1.79%
$9.179M
229,831 shares@ $39.94 avg price
PAPR
Innovator U.s. Equity Power
Recent Activity
Decreased -0.5%
1.65%
$8.429M
211,773 shares@ $39.8 avg price

1-10 of 273