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
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
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
KORP
American Centy ETF Tr Diversif

ETFs
350
+ 1.84%
$45.26 - $47.12 $15.8K - $16.5K
19.4K $906M
XLE
Energy Sector Spdr

ETFs
26
+ 0.7%
$85.7 - $93.96 $2.23K - $2.44K
3.75K $351M
IHDG
Wisdomtree Tr

ETFs
753
+ 2.41%
$43.4 - $47.51 $32.7K - $35.8K
31.9K $1.39B
EPD
Enterprise Products Partners L.P.

Energy
121
+ 1.28%
$31.75 - $34.14 $3.84K - $4.13K
9.55K $326M
ENB
Enbridge Inc

Energy
73
+ 0.51%
$41.54 - $45.45 $3.03K - $3.32K
14.3K $631M
COP
Conocophillips

Energy
3
+ 0.07%
$88.6 - $105.85 $266 - $318
4.41K $463M
DE
Deere & CO

Industrials
2
+ 0.39%
$408.57 - $509.27 $817 - $1.02K
514 $241M
GD
General Dynamics Corp

Industrials
45
+ 4.08%
$241.94 - $272.58 $10.9K - $12.3K
1.15K $313M
MPC
Marathon Petroleum Corp

Energy
90
+ 6.17%
$134.72 - $159.03 $12.1K - $14.3K
1.55K $226M
Pimco ETF Tr
188
+ 4.73%
N/A
4.16K $421M
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.06%
$58.74 - $64.87 $235 - $259
7.22K $446M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4
+ 0.09%
$42.3 - $53.69 $169 - $215
4.35K $226M
WFC
Wells Fargo & Company

Financial Services
133
+ 3.07%
$66.78 - $81.42 $8.88K - $10.8K
4.46K $320M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
152
+ 4.35%
$69.87 - $75.62 $10.6K - $11.5K
3.65K $264M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4
+ 0.06%
$73.78 - $76.59 $295 - $306
6.93K $531M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
45
+ 0.43%
$44.68 - $46.49 $2.01K - $2.09K
10.5K $488M
CL
Colgate Palmolive CO

Consumer Defensive
9
+ 0.23%
$85.68 - $97.5 $771 - $878
3.89K $364M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5
+ 0.09%
$66.9 - $71.57 $335 - $358
5.35K $377M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.04%
$42.5 - $46.71 $128 - $140
7.98K $361M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
380
+ 1.99%
$47.03 - $47.8 $17.9K - $18.2K
19.5K $918M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.68%
$461.52 - $548.18 $1.38K - $1.64K
443 $232M
HD
Home Depot, Inc.

Consumer Cyclical
161
+ 7.16%
$347.25 - $424.87 $55.9K - $68.4K
2.41K $883M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
34
+ 0.81%
$59.63 - $64.37 $2.03K - $2.19K
4.25K $265M
DVY
Ishares Tr

ETFs
5
+ 0.27%
$128.58 - $138.1 $643 - $691
1.88K $252M
QCOM
Qualcomm Inc

Technology
10
+ 0.26%
$151.94 - $175.86 $1.52K - $1.76K
3.93K $604M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.1K
+ 7.39%
$62.77 - $71.4 $68.9K - $78.3K
15.9K $1.02B
FITB
Fifth Third Bancorp

Financial Services
380
+ 7.83%
$37.48 - $44.96 $14.2K - $17.1K
5.24K $205M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26
+ 0.35%
$56.17 - $59.71 $1.46K - $1.55K
7.56K $432M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.14%
N/A
2.1K $407M
T Rowe Price ETF Inc
3.81K
+ 2.95%
N/A
133K $4.29B
RDVY
First Trust Rising Dividend Ac

ETFs
413
+ 0.8%
$57.22 - $63.39 $23.6K - $26.2K
52K $3.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 2.35%
$551.42 - $612.93 $8.27K - $9.19K
654 $366M
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.6%
$84.5 - $105.05 $2.45K - $3.05K
4.84K $425M
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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