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Showing Q1 2023 data
HedgeTrack has imported Q4 2025 data overall, but Southern Wealth Management, LLP's latest available filing here is Q1 2023.
Southern Wealth Management, LLP
•CIK: 1811579•Filing: Q1 2023
Southern Wealth Management, LLP is an institutional investment manager. The fund manages $258 million across 61 positions in a diversified portfolio.
Total AUM
$257.6M
QoQ Performance
N/A
Positions
61
Top 10 Concentration
0.0%
Latest Filing
Q1 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q1 2023Q4 2022