Southland Equity Partners LLC Purchases 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
VOE
Vanguard Mid Cap Value Index F

ETFs
9.74K
New
$156.61 - $168.02 $1.52M - $1.64M
9.74K $1.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
972
+ 7.6%
$442.66 - $534.52 $430K - $520K
13.8K $7.33B
VBR
Vanguard Small Cap Value ETF

ETFs
6.43K
New
$183.02 - $207.75 $1.18M - $1.34M
6.43K $1.2B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.9K
New
$67.08 - $76.14 $798K - $906K
11.9K $877M
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
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.24K
New
$333.37 - $384.99 $413K - $477K
1.24K $414M
FTCS
First Trust Capital Strength E

ETFs
2.6K
+ 3.02%
$86.39 - $91.35 $225K - $238K
88.7K $7.95B
IAU
Ishares Gold Trust

ETFs
5.96K
New
$49.74 - $58.96 $296K - $351K
5.96K $351M
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 0.35%
$117.15 - $158.79 $3.51K - $4.76K
8.52K $1.35B
PAAS
Pan American Silver Corp

Basic Materials
11.6K
New
$20.61 - $26.7 $240K - $311K
11.6K $300M
PDEC
Innovator U.S. Equity Power Bu
8.2K
+ 13.77%
N/A
67.8K $2.55B
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.56K
New
$45.72 - $51.73 $254K - $288K
5.56K $256M
CGDV
Capital Group Divid Value ETF

ETFs
6.37K
+ 80.6%
$34.95 - $37.36 $223K - $238K
14.3K $509M
PG
Procter & Gamble CO

Consumer Defensive
547
+ 1.18%
$158.56 - $176.26 $86.7K - $96.4K
47.1K $8.02B
BSX
Boston Scientific Corp

Healthcare
2.18K
New
$89.38 - $106.18 $195K - $231K
2.18K $220M
PPL
Ppl Corp

Utilities
6.03K
New
$31.68 - $36.11 $191K - $218K
6.03K $218M
J P Morgan Exchange Traded F
3.39K
New
N/A
3.39K $216M
Aim ETF Products Trust
8.8K
New
N/A
8.8K $214M
XOM
Exxon Mobil Corp

Energy
150
+ 0.87%
$105.44 - $118.93 $15.8K - $17.8K
17.3K $2.06B
Super Micro Computer Inc
6.17K
New
N/A
6.17K $211M
TSCO
Tractor Supply CO

Consumer Cyclical
3.8K
New
$51.66 - $57.94 $196K - $220K
3.8K $209M
ZTS
Zoetis Inc.

Healthcare
1.26K
New
$156.48 - $175.67 $197K - $221K
1.26K $207M
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.13K
New
$39.02 - $42.89 $200K - $220K
5.13K $203M
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
QBTS
D Wave Quantum Inc.

Technology
20.3K
New
$3.83 - $11.18 $77.9K - $227K
20.3K $155M
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
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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