Southern Wealth Management, LLP

13F Filings History

Latest 13F report
Q1 2023 - May 12, 2023
Value $
$258M
Signature - Title
Tom Gile - Partner
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Southern Wealth Management, LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Southern Wealth Management, LLP reported 61 stock holdings with total value $258M as of Q1 2023. Top holdings included IEFA, SCHC, VUG, IEMG, and IWF.
Holdings Value