Southland Equity Partners LLC Incresed Positions in Q1 2025

Southland Equity Partners LLC

  • $430 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
VO
Vanguard Mid Cap ETF

ETFs
56
+ 1.22%
$251.87 - $277.95 $14.1K - $15.6K
4.65K $1.2B
ORCL
Oracle Corp

Technology
184
+ 12.61%
$139.81 - $186.47 $25.7K - $34.3K
1.64K $230M
LMT
Lockheed Martin Corp

Industrials
23
+ 3.1%
$423.19 - $506.29 $9.73K - $11.6K
766 $342M
IGM
Ishares Expanded Tech Sector E

ETFs
448
+ 8.45%
$90.67 - $108.46 $40.6K - $48.6K
5.75K $521M
AMAT
Applied Materials Inc

Technology
54
+ 3.33%
$145.06 - $195.51 $7.83K - $10.6K
1.67K $243M
CAT
Caterpillar Inc

Industrials
16
+ 1.81%
$326.75 - $407.63 $5.23K - $6.52K
899 $296M
AIQ
Global X Funds Global X Artifi

ETFs
227
+ 1.4%
$36.38 - $42.77 $8.26K - $9.71K
16.4K $598M
UPS
United Parcel Service Inc

Industrials
47
+ 1.75%
$109.66 - $136.26 $5.15K - $6.4K
2.74K $301M
IRM
Iron Mountain Inc

Real Estate
5
+ 0.15%
$82.79 - $111.31 $414 - $557
3.4K $292M
CLX
Clorox CO

Consumer Defensive
12
+ 0.25%
$141.76 - $162.89 $1.7K - $1.95K
4.75K $700M
NVO
Novo Nordisk A S

Healthcare
362
+ 6.12%
$69.3 - $90.95 $25.1K - $32.9K
6.28K $436M
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.45%
$154.33 - $206.19 $1.54K - $2.06K
2.25K $348M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.3K
+ 5.79%
$32.49 - $37.99 $368K - $431K
207K $6.94B
Blackrock Inc
1
+ 0.08%
N/A
1.24K $1.17B
Innovator Etfs Trust
3.51K
+ 4.08%
N/A
89.4K $2.42B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
445
+ 2.68%
$110.9 - $132.93 $49.4K - $59.2K
17.1K $1.94B
AVGO
Broadcom Inc.

Technology
271
+ 10.11%
$167.43 - $244.7 $45.4K - $66.3K
2.95K $494M
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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