Southland Equity Partners LLC Reduced Holdings in Q3 2024

Southland Equity Partners LLC

  • $411 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
-133
- 2.86%
$77.0 - $90.52 $10.2K - $12K
4.52K $407M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8
- 0.13%
$85.84 - $85.84 $687 - $687
5.94K $576M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-6
- 0.08%
$106.85 - $117.19 $641 - $703
7.42K $869M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-75
- 0.97%
$117.9 - $128.2 $8.84K - $9.62K
7.62K $977M
VO
Vanguard Mid Cap ETF

ETFs
-140
- 2.97%
$237.84 - $263.83 $33.3K - $36.9K
4.58K $1.21B
GLD
Spdr Gold Trust

ETFs
-10
- 0.41%
$215.56 - $246.98 $2.16K - $2.47K
2.44K $592M
SBUX
Starbucks Corp

Consumer Cyclical
-257
- 5.44%
$72.51 - $98.6 $18.6K - $25.3K
4.47K $435M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-218
- 3.28%
$475.2 - $527.7 $104K - $115K
6.43K $3.39B
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.92K
- 1.26%
$34.29 - $36.04 $65.8K - $69.1K
150K $5.42B
WELL
Welltower Inc.

Real Estate
-46
- 1.24%
$104.0 - $129.74 $4.78K - $5.97K
3.68K $471M
IBM
International Business Machines Corp

Technology
-2
- 0.09%
$175.1 - $223.38 $350 - $447
2.2K $487M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-54
- 0.35%
$83.76 - $91.82 $4.52K - $4.96K
15.6K $1.42B
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 1.85%
$333.64 - $405.2 $13.7K - $16.6K
2.17K $880M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-104
- 0.35%
$46.17 - $51.13 $4.8K - $5.32K
29.6K $1.51B
BX
Blackstone Inc.

Financial Services
-152
- 2.65%
$120.77 - $159.66 $18.4K - $24.3K
5.58K $854M
DGRO
Ishares Core Dividend Growth E

ETFs
-157
- 0.44%
$57.47 - $62.76 $9.02K - $9.85K
35.3K $2.21B
FDN
First Tr Fd Dow Jones

ETFs
-240
- 0.71%
$183.68 - $212.48 $44.1K - $51K
33.5K $7.1B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.67K
- 1.17%
$33.61 - $35.94 $89.6K - $95.8K
226K $8.11B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-15.9K
- 2.05%
$36.89 - $39.25 $588K - $625K
761K $29.9B
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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