Southland Equity Partners LLC Incresed Positions in Q1 2025

Southland Equity Partners LLC

  • $430 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
22K
+ 4.59%
$39.69 - $43.83 $875K - $966K
503K $21.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
972
+ 7.6%
$442.66 - $534.52 $430K - $520K
13.8K $7.33B
SFLR
Innovator Etfs Tr Equity Manag
32K
+ 10.09%
N/A
349K $11B
PFEB
Innovator U.S. Equity Power Bu

ETFs
17.5K
+ 11.88%
$35.54 - $37.44 $621K - $654K
164K $5.89B
MCD
Mcdonalds Corp

Consumer Cyclical
34
+ 0.16%
$279.74 - $321.29 $9.51K - $10.9K
20.7K $6.46B
PNOV
Innovator U.S. Equity Power Bu
12K
+ 32.73%
N/A
48.8K $1.82B
FTCS
First Trust Capital Strength E

ETFs
2.6K
+ 3.02%
$86.39 - $91.35 $225K - $238K
88.7K $7.95B
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 0.35%
$117.15 - $158.79 $3.51K - $4.76K
8.52K $1.35B
PDEC
Innovator U.S. Equity Power Bu
8.2K
+ 13.77%
N/A
67.8K $2.55B
CGDV
Capital Group Divid Value ETF

ETFs
6.37K
+ 80.6%
$34.95 - $37.36 $223K - $238K
14.3K $509M
XOM
Exxon Mobil Corp

Energy
150
+ 0.87%
$105.44 - $118.93 $15.8K - $17.8K
17.3K $2.06B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.73K
+ 54.43%
$48.31 - $49.23 $180K - $184K
10.6K $520M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.42K
+ 16.22%
$91.76 - $103.26 $222K - $249K
17.3K $1.6B
ABT
Abbott Laboratories

Healthcare
83
+ 1.07%
$111.1 - $140.22 $9.22K - $11.6K
7.81K $1.04B
FLQH
Franklin Templeton Libertyq In

ETFs
1.91K
+ 5.3%
N/A
38K $1.24B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.51K
+ 7.47%
$71.17 - $73.66 $107K - $111K
21.7K $1.59B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.65K
+ 72.88%
$16.57 - $18.85 $160K - $182K
22.9K $381M
YUM
Yum Brands Inc

Consumer Cyclical
11
+ 0.2%
$123.25 - $162.53 $1.36K - $1.79K
5.63K $886M
JPM
Jpmorgan Chase & CO

Financial Services
174
+ 1.22%
$225.19 - $279.95 $39.2K - $48.7K
14.4K $3.54B
CVS
Cvs Health Corp

Healthcare
32
+ 0.64%
$44.22 - $68.64 $1.42K - $2.2K
5.02K $340M
GLD
Spdr Gold Trust

ETFs
18
+ 0.76%
$243.19 - $288.14 $4.38K - $5.19K
2.4K $691M
CTAS
Cintas Corp

Industrials
56
+ 1.27%
$182.09 - $208.14 $10.2K - $11.7K
4.48K $920M
NNN
National Retail Properties, Inc.

Real Estate
206
+ 0.39%
$38.0 - $43.19 $7.83K - $8.9K
53.1K $2.26B
AMGN
Amgen Inc

Healthcare
62
+ 3.75%
$258.59 - $327.36 $16K - $20.3K
1.72K $534M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
939
+ 5.72%
$40.34 - $45.45 $37.9K - $42.7K
17.3K $766M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.7K
+ 37.94%
$64.88 - $72.1 $110K - $122K
6.18K $406M
AEP
American Electric Power CO Inc

Utilities
261
+ 6.66%
$90.32 - $109.27 $23.6K - $28.5K
4.18K $457M
IQLT
Ishares Msci Intl Quality Fact

ETFs
135
+ 0.39%
$36.91 - $41.03 $4.98K - $5.54K
34.7K $1.38B
KMB
Kimberly Clark Corp

Consumer Defensive
36
+ 0.46%
$124.46 - $147.4 $4.48K - $5.31K
7.85K $1.12B
VEA
Vanguard Ftse Developed Market

ETFs
72
+ 0.3%
$47.4 - $52.99 $3.41K - $3.82K
24.2K $1.23B
DUK
Duke Energy Corp

Utilities
151
+ 3.76%
$105.87 - $121.97 $16K - $18.4K
4.17K $508M
MO
Altria Group, Inc.

Consumer Defensive
86
+ 0.97%
$50.81 - $60.02 $4.37K - $5.16K
8.92K $536M
ED
Consolidated Edison Inc

Utilities
165
+ 6.44%
$88.0 - $110.59 $14.5K - $18.2K
2.73K $302M
MDLZ
Mondelez International, Inc.

Consumer Defensive
25
+ 0.3%
$56.12 - $68.15 $1.4K - $1.7K
8.37K $568M
GILD
Gilead Sciences, Inc.

Healthcare
65
+ 2.08%
$89.14 - $117.41 $5.79K - $7.63K
3.19K $358M
VTV
Vanguard Value ETF

ETFs
203
+ 2.68%
$167.73 - $179.21 $34K - $36.4K
7.77K $1.34B
V
Visa Inc.

Financial Services
105
+ 15.56%
$306.92 - $362.71 $32.2K - $38.1K
780 $273M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
564
+ 3.62%
$76.94 - $78.28 $43.4K - $44.1K
16.1K $1.26B
VTI
Vanguard Total Stock Market Et

ETFs
336
+ 14.65%
$271.18 - $303.12 $91.1K - $102K
2.63K $723M
NVS
Novartis Ag

Healthcare
54
+ 1.6%
$97.14 - $115.57 $5.25K - $6.24K
3.43K $383M
KO
Coca Cola CO

Consumer Defensive
207
+ 5.27%
$60.81 - $72.32 $12.6K - $15K
4.14K $296M
GE
General Electric CO

Industrials
8
+ 0.61%
$168.59 - $212.13 $1.35K - $1.7K
1.33K $265M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
778
+ 20.21%
$89.18 - $104.04 $69.4K - $80.9K
4.63K $424M
PSX
Phillips 66

Energy
51
+ 1.34%
$113.93 - $131.55 $5.81K - $6.71K
3.87K $478M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 3.49%
$890.62 - $1076.86 $19.6K - $23.7K
653 $618M
XLF
Financial Sector Spdr

ETFs
446
+ 4.31%
$47.32 - $52.19 $21.1K - $23.3K
10.8K $538M
SBUX
Starbucks Corp

Consumer Cyclical
66
+ 1.47%
$91.75 - $115.81 $6.06K - $7.64K
4.55K $446M
VCIT
Vanguard Intermediate Term Cor

ETFs
188
+ 1.49%
$79.17 - $82.04 $14.9K - $15.4K
12.8K $1.04B
KR
Kroger CO

Consumer Defensive
134
+ 3.57%
$58.36 - $67.72 $7.82K - $9.07K
3.89K $263M
Activity Summary
Buys All Purchases 124 New Holdings 17 Increased Positions 107 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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