Southland Equity Partners LLC Incresed Positions in Q3 2024

Southland Equity Partners LLC

  • $411 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.5K
+ 41.14%
$77.02 - $85.06 $4.66M - $5.15M
208K $17.6B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
142K
+ 279.2%
$32.65 - $36.69 $4.64M - $5.21M
193K $7.02B
AAPL
Apple Inc.

Technology
4.77K
+ 3.96%
$207.23 - $234.82 $988K - $1.12M
125K $29.2B
FDL
First Tr Morningstar Dividend

ETFs
47.9K
+ 11.12%
$37.66 - $42.06 $1.8M - $2.01M
478K $20.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.92K
+ 47.25%
$405.19 - $478.57 $1.59M - $1.88M
12.2K $5.62B
MCD
Mcdonalds Corp

Consumer Cyclical
5.12K
+ 38.12%
$245.82 - $304.51 $1.26M - $1.56M
18.5K $5.65B
ABBV
Abb Vie Inc.

Healthcare
6.74K
+ 37.94%
$163.84 - $199.33 $1.1M - $1.34M
24.5K $4.84B
BOND
Pimco Active Bond Exchange Tra

ETFs
9.26K
+ 3.73%
$90.01 - $95.32 $833K - $883K
257K $24.4B
RDVY
First Trust Rising Dividend Ac

ETFs
27.7K
+ 116.25%
$53.68 - $59.24 $1.49M - $1.64M
51.6K $3.05B
VEA
Vanguard Ftse Developed Market

ETFs
28.8K
+ 123.05%
$47.6 - $53.31 $1.37M - $1.53M
52.2K $2.76B
T Rowe Price ETF Inc
35.7K
+ 46.77%
N/A
112K $3.73B
O
Realty Income Corp

Real Estate
14.5K
+ 43.8%
$52.36 - $63.42 $759K - $919K
47.6K $3.02B
JNJ
Johnson & Johnson

Healthcare
6.36K
+ 52.17%
$145.48 - $167.38 $925K - $1.06M
18.5K $3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.9K
+ 298.43%
$71.45 - $75.64 $1.06M - $1.12M
19.8K $1.49B
FTCS
First Trust Capital Strength E

ETFs
6.57K
+ 8.37%
$83.58 - $90.94 $549K - $597K
85.1K $7.73B
FVD
First Tr Value Line Divid Inde

ETFs
15.5K
+ 18.26%
$40.45 - $45.49 $626K - $704K
100K $4.56B
Innovator Etfs Trust
36.6K
+ 83.19%
N/A
80.7K $2.22B
PG
Procter & Gamble CO

Consumer Defensive
3.95K
+ 9.94%
$160.76 - $177.82 $635K - $703K
43.7K $7.57B
NNN
National Retail Properties, Inc.

Real Estate
9.77K
+ 26.44%
$42.12 - $48.79 $412K - $477K
46.7K $2.27B
EIX
Edison International

Utilities
6.3K
+ 100.06%
$71.19 - $87.72 $449K - $553K
12.6K $1.1B
PEP
Pepsico Inc

Consumer Defensive
3.43K
+ 40.09%
$161.9 - $179.3 $555K - $614K
12K $2.04B
JPM
Jpmorgan Chase & CO

Financial Services
2.48K
+ 23.83%
$194.9 - $224.8 $482K - $556K
12.9K $2.71B
VZ
Verizon Communications Inc

Communication Services
8.65K
+ 18.3%
$38.89 - $45.0 $336K - $389K
55.9K $2.51B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
10.1K
+ 6.39%
$33.3 - $35.24 $336K - $355K
168K $5.91B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.81K
+ 21.99%
$75.88 - $83.21 $365K - $400K
26.7K $2.22B
XOM
Exxon Mobil Corp

Energy
4.1K
+ 39.51%
$109.72 - $119.0 $449K - $487K
14.5K $1.69B
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 0.39%
$191.76 - $263.26 $5.75K - $7.9K
7.72K $2.02B
KORP
American Centy ETF Tr Diversif

ETFs
9.18K
+ 92.63%
$45.64 - $48.46 $419K - $445K
19.1K $923M
KMB
Kimberly Clark Corp

Consumer Defensive
3.01K
+ 79.33%
$135.05 - $148.35 $406K - $446K
6.79K $967M
IHDG
Wisdomtree Tr

ETFs
9.52K
+ 45.76%
$42.42 - $46.78 $404K - $445K
30.3K $1.39B
AMZN
Amazon Com Inc

Consumer Cyclical
3.02K
+ 16.03%
$161.02 - $200.0 $487K - $604K
21.9K $4.08B
FLQH
Franklin Templeton Libertyq In

ETFs
11.6K
+ 52.76%
N/A
33.6K $1.11B
CVX
Chevron Corp

Energy
3.62K
+ 29.28%
$137.88 - $161.97 $499K - $586K
16K $2.35B
BLK
Black Rock Inc.

Financial Services
365
+ 84.49%
$782.27 - $949.51 $286K - $347K
797 $757M
PAUG
Innovator U.S. Equity Power Bu

ETFs
8.45K
+ 11.83%
$35.57 - $37.86 $301K - $320K
79.9K $3.02B
NEE
Nextera Energy Inc

Utilities
4.16K
+ 137.94%
$69.9 - $84.97 $291K - $354K
7.18K $607M
YUM
Yum Brands Inc

Consumer Cyclical
2.51K
+ 129.94%
$125.95 - $139.96 $317K - $352K
4.45K $621M
PM
Philip Morris International Inc.

Consumer Defensive
2.12K
+ 48.67%
$101.25 - $127.45 $215K - $270K
6.47K $786M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.72K
+ 25.46%
$37.37 - $41.82 $251K - $281K
33.1K $1.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
418
+ 3.7%
$434.77 - $502.96 $182K - $210K
11.7K $5.72B
IAU
Ishares Gold Trust

ETFs
5.01K
+ 56.08%
$44.06 - $50.5 $221K - $253K
13.9K $692M
CLX
Clorox CO

Consumer Defensive
1.24K
+ 65.85%
$131.73 - $166.97 $163K - $207K
3.12K $509M
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.83K
+ 2.68%
$34.72 - $36.88 $98.1K - $104K
108K $3.99B
MSFT
Microsoft Corp

Technology
838
+ 10.55%
$395.15 - $467.56 $331K - $392K
8.78K $3.78B
SYLD
Cambria Shareholder Yld ETF

ETFs
2.36K
+ 20.53%
$66.68 - $72.81 $157K - $172K
13.8K $1B
ABT
Abbott Laboratories

Healthcare
1.4K
+ 25.22%
$100.07 - $118.13 $140K - $165K
6.93K $790M
LLY
Eli Lilly & CO

Healthcare
223
+ 71.25%
$772.14 - $960.02 $172K - $214K
536 $475M
XLF
Financial Sector Spdr

ETFs
3.33K
+ 46.51%
$40.84 - $45.74 $136K - $152K
10.5K $476M
GOOG
Alphabet Inc.

Communication Services
1.84K
+ 21.98%
$149.54 - $192.66 $275K - $354K
10.2K $1.71B
Activity Summary
Buys All Purchases 140 New Holdings 28 Increased Positions 112 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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