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
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11.2K
+ 12.32%
$11.4 - $11.99 $128K - $134K
102K $1.21B
AVGO
Broadcom Inc.

Technology
2.67K
+ 1276.08%
$136.27 - $1745.86 $363K - $4.66M
2.88K $496M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.62K
+ 35.33%
$64.35 - $75.71 $104K - $123K
6.21K $458M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
4.69K
+ 43.01%
$28.91 - $32.54 $136K - $153K
15.6K $501M
Pimco ETF Tr
1.37K
+ 43.16%
N/A
4.53K $458M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.2K
+ 57.84%
$94.31 - $103.26 $113K - $124K
3.27K $336M
CTAS
Cintas Corp

Industrials
3.29K
+ 297.83%
$201.38 - $819.83 $662K - $2.7M
4.39K $904M
FXR
First Trust Industrials/Produc

ETFs
1.05K
+ 16.8%
$66.85 - $75.76 $69.9K - $79.2K
7.27K $551M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.38K
+ 13.4%
$45.78 - $51.72 $63.3K - $71.5K
11.7K $598M
ENB
Enbridge Inc

Energy
1.18K
+ 8.73%
$35.27 - $41.18 $41.5K - $48.5K
14.7K $596M
NVDA
Nvidia Corp

Technology
1.06K
+ 7.08%
$98.91 - $134.91 $105K - $143K
16K $1.95B
COP
Conocophillips

Energy
1.18K
+ 38.72%
$102.3 - $116.61 $120K - $137K
4.21K $444M
LMT
Lockheed Martin Corp

Industrials
16
+ 2.19%
$460.3 - $584.56 $7.36K - $9.35K
746 $436M
VB
Vanguard Small Cap ETF

ETFs
107
+ 3.03%
$214.77 - $237.72 $23K - $25.4K
3.64K $863M
DUK
Duke Energy Corp

Utilities
319
+ 9.01%
$99.35 - $117.71 $31.7K - $37.5K
3.86K $445M
AEP
American Electric Power CO Inc

Utilities
388
+ 11.68%
$87.11 - $104.95 $33.8K - $40.7K
3.71K $381M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.7K
+ 12.65%
$37.92 - $42.97 $64.5K - $73.1K
15.2K $638M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
987
+ 31.16%
$60.84 - $67.51 $60K - $66.6K
4.16K $281M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
379
+ 2.79%
$79.58 - $91.64 $30.2K - $34.7K
13.9K $1.26B
CAT
Caterpillar Inc

Industrials
80
+ 10.18%
$316.8 - $391.12 $25.3K - $31.3K
866 $339M
WMT
Walmart Inc.

Consumer Defensive
148
+ 3.16%
$66.91 - $81.4 $9.9K - $12K
4.84K $390M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
336
+ 40.19%
$211.47 - $281.27 $71.1K - $94.5K
1.17K $288M
FCAL
First Tr Iii Calif Mun High In

ETFs
299
+ 0.42%
$49.34 - $50.4 $14.8K - $15.1K
71.6K $3.6B
CL
Colgate Palmolive CO

Consumer Defensive
422
+ 15.95%
$95.54 - $108.77 $40.3K - $45.9K
3.07K $318M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
537
+ 5.61%
$51.3 - $59.04 $27.5K - $31.7K
10.1K $556M
IGM
Ishares Expanded Tech Sector E

ETFs
457
+ 9.98%
$84.03 - $98.62 $38.4K - $45.1K
5.04K $483M
SPY
Spdr S&P 500 ETF Trust

ETFs
61
+ 11.17%
$517.38 - $573.86 $31.6K - $35K
607 $348M
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 5.57%
$801.83 - $917.05 $25.7K - $29.3K
606 $537M
NVS
Novartis Ag

Healthcare
218
+ 7.84%
$106.13 - $120.89 $23.1K - $26.4K
3K $345M
GILD
Gilead Sciences, Inc.

Healthcare
42
+ 1.41%
$66.59 - $83.99 $2.8K - $3.53K
3.02K $253M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
725
+ 5.88%
$48.06 - $49.39 $34.8K - $35.8K
13K $643M
VIG
Vanguard Dividend Appreciation

ETFs
69
+ 3.42%
$182.15 - $182.15 $12.6K - $12.6K
2.09K $414M
AIQ
Global X Funds Global X Artifi

ETFs
569
+ 3.98%
$31.85 - $37.36 $18.1K - $21.3K
14.8K $552M
DVY
Ishares Tr

ETFs
112
+ 5.94%
$119.99 - $135.74 $13.4K - $15.2K
2K $270M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.2%
$255.18 - $283.2 $1.28K - $1.42K
2.54K $719M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
212
+ 2.91%
$41.9 - $48.26 $8.88K - $10.2K
7.5K $359M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
81
+ 2.76%
$105.53 - $118.34 $8.55K - $9.59K
3.02K $353M
BNDX
Vanguard Total International B

ETFs
113
+ 0.55%
$48.42 - $50.35 $5.47K - $5.69K
20.8K $1.05B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
33
+ 0.4%
$50.64 - $55.7 $1.67K - $1.84K
8.26K $460M
WFC
Wells Fargo & Company

Financial Services
829
+ 23.74%
$51.58 - $60.97 $42.8K - $50.5K
4.32K $244M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
723
+ 17.0%
$44.66 - $49.15 $32.3K - $35.5K
4.98K $234M
AGNC
Agnc Investment Corp.

Real Estate
11
+ 0.03%
$9.48 - $10.66 $104 - $117
32.4K $338M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
69
+ 1.38%
$69.16 - $76.64 $4.77K - $5.29K
5.07K $381M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.32K
+ 9.39%
$16.42 - $18.12 $21.7K - $23.9K
15.4K $278M
BAC
Bank Of America Corp

Financial Services
723
+ 8.97%
$36.65 - $44.13 $26.5K - $31.9K
8.79K $349M
GD
General Dynamics Corp

Industrials
45
+ 4.5%
$279.51 - $308.09 $12.6K - $13.9K
1.04K $315M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
116
+ 1.13%
$44.9 - $47.55 $5.21K - $5.52K
10.4K $492M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
145
+ 2.36%
$61.2 - $67.95 $8.87K - $9.85K
6.28K $421M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
72
+ 2.23%
$69.61 - $79.56 $5.01K - $5.73K
3.3K $259M
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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