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  Name: Southland Equity Partners LLC
  City: WILDWOOD
  State: MO
  Zip: 63005
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $356,232,000
  Total Value Change : $36,251,000
  Securities Held Change : 21
   
All Securities Held : 215
  New Positions : 21
  Closed Positions : 3
  Increased Positions : 124
  Unchanged Positions : 17
  Decreased Positions : 53

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 31 - $0.00 $2,533,000 71,586 0.71% 144,000 0 0.08    N/A
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 66 - $0.00 $963,000 26,321 0.27% 39,000 0 0.117    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 70 - $50.23 $851,000 16,809 0.24% -7,000 0 0.001    N/A
   (UJAN)1 Year Chart         UJAN Innovator S&p 500 Ultra Buf... 77 - $0.00 $675,000 18,695 0.19% 31,000 0 0.057    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 82 - $180.96 $602,000 3,298 0.17% 40,000 0 0.001    Closed - End Fund - Debt
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 94 - $53.88 $535,000 5,951 0.15% 30,000 0 0.472    N/A
   (BJUN)1 Year Chart         BJUN Innovator S&p 500 Buffer Et... 107 - $0.00 $473,000 12,578 0.13% 24,000 0 0.14    N/A
   (AGNC)1 Year Chart         AGNC AGNC Investment Corp 146 - $9.70 $320,000 32,330 0.09% 3,000 0 0.006    REIT - Housing/Apartm...
   (OHI)1 Year Chart         OHI Omega Healthcare Investors Inc 147 - $30.74 $319,000 10,067 0.09% 10,000 0 0.006    REIT - Healthcare Fac...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 153 - $547.29 $307,000 551 0.09% 27,000 0 0.001    Closed - End Fund - E...
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... 158 - $0.00 $302,000 7,479 0.08% 21,000 0 0    N/A
   (MPLX)1 Year Chart         MPLX Mplx Lp 168 - $41.19 $286,000 6,872 0.08% 34,000 0 0    Oil & Gas Pipelines &...
   (WBIG)1 Year Chart         WBIG Wbi Tactical Lcy Shares 175 - $0.00 $279,000 10,930 0.08% 27,000 0 0.034    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co 189 - $94.46 $238,000 2,638 0.07% 28,000 0 0    Personal Products
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 190 - $82.76 $235,000 2,767 0.07% 11,000 0 0.004    N/A
   (PSEP)1 Year Chart         PSEP Innovator S&p 500 Power Buf... 193 - $0.00 $231,000 6,331 0.06% 11,000 0 0.005    N/A
   (PTY)1 Year Chart         PTY Pimco Corporate Opportunity... 212 - $14.09 $167,000 11,221 0.05% 18,000 0 0.015    Closed - End Fund - Debt
      17 Records Found
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