Southland Equity Partners LLC Reduced Holdings in Q2 2025

Southland Equity Partners LLC

  • $456 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.6K
- 0.23%
$24.32 - $27.87 $38.8K - $44.5K
695K $18.4B
ABBV
Abb Vie Inc.

Healthcare
-161
- 0.57%
$170.16 - $206.27 $27.4K - $33.2K
28.2K $5.23B
PG
Procter & Gamble CO

Consumer Defensive
-78
- 0.17%
$157.66 - $172.39 $12.3K - $13.4K
47K $7.49B
CVX
Chevron Corp

Energy
-223
- 1.23%
$133.73 - $168.51 $29.8K - $37.6K
17.9K $2.56B
XOM
Exxon Mobil Corp

Energy
-1.31K
- 7.54%
$99.93 - $119.04 $131K - $156K
16K $1.73B
VTV
Vanguard Value ETF

ETFs
-1.5K
- 19.3%
$153.67 - $176.74 $230K - $265K
6.27K $1.11B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-11.7K
- 51.04%
$14.97 - $16.79 $175K - $196K
11.2K $187M
VZ
Verizon Communications Inc

Communication Services
-673
- 1.33%
$41.67 - $45.62 $28K - $30.7K
50.1K $2.17B
EIX
Edison International

Utilities
-183
- 1.12%
$48.32 - $59.92 $8.84K - $11K
16.2K $836M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.22K
- 35.88%
$58.41 - $72.69 $129K - $161K
3.96K $288M
XLE
Energy Sector Spdr

ETFs
-689
- 18.37%
$76.44 - $94.13 $52.7K - $64.9K
3.06K $260M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-1.74K
- 30.16%
$46.76 - $57.2 $81.4K - $99.5K
4.03K $229M
OKE
Oneok Inc

Energy
-53
- 1.56%
$78.71 - $100.37 $4.17K - $5.32K
3.34K $272M
WELL
Welltower Inc.

Real Estate
-364
- 8.51%
$136.49 - $155.22 $49.7K - $56.5K
3.91K $601M
AIQ
Global X Funds Global X Artifi

ETFs
-3.75K
- 22.82%
$31.5 - $43.69 $118K - $164K
12.7K $554M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-599
- 7.92%
$51.14 - $57.0 $30.6K - $34.1K
6.96K $396M
INTC
Intel Corp

Technology
-1.19K
- 4.08%
$18.13 - $22.69 $21.6K - $27.1K
28.1K $628M
SBUX
Starbucks Corp

Consumer Cyclical
-31
- 0.68%
$79.69 - $99.41 $2.47K - $3.08K
4.52K $414M
LLY
Eli Lilly & CO

Healthcare
-10
- 1.93%
$713.71 - $898.95 $7.14K - $8.99K
509 $397M
VV
Vanguard Large Cap ETF

ETFs
-622
- 11.69%
$228.25 - $285.3 $142K - $177K
4.7K $1.34B
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-651
- 6.42%
$20.23 - $22.95 $13.2K - $14.9K
9.49K $208M
PSX
Phillips 66

Energy
-48
- 1.24%
$92.87 - $125.73 $4.46K - $6.04K
3.82K $456M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-618
- 7.44%
$28.02 - $32.37 $17.3K - $20K
7.68K $244M
V
Visa Inc.

Financial Services
-70
- 8.97%
$308.27 - $373.31 $21.6K - $26.1K
710 $252M
WM
Waste Management Inc

Industrials
-71
- 4.03%
$216.47 - $242.1 $15.4K - $17.2K
1.69K $387M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-100
- 2.01%
$45.07 - $52.57 $4.51K - $5.26K
4.88K $238M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-534
- 4.81%
$25.72 - $30.26 $13.7K - $16.2K
10.6K $309M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-90
- 0.24%
$25.57 - $26.34 $2.3K - $2.37K
36.9K $961M
XLF
Financial Sector Spdr

ETFs
-755
- 6.99%
$43.92 - $52.37 $33.2K - $39.5K
10K $526M
CL
Colgate Palmolive CO

Consumer Defensive
-5
- 0.13%
$87.57 - $96.0 $438 - $480
3.89K $353M
FVD
First Tr Value Line Divid Inde

ETFs
-447
- 0.45%
$40.62 - $45.12 $18.2K - $20.2K
98K $4.38B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-167
- 1.58%
$48.5 - $49.35 $8.1K - $8.24K
10.4K $513M
FTSL
First Trust Senior Ln Fund

ETFs
-138
- 2.49%
$44.58 - $46.07 $6.15K - $6.36K
5.41K $248M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-59
- 0.38%
$85.42 - $94.39 $5.04K - $5.57K
15.3K $1.43B
IGM
Ishares Expanded Tech Sector E

ETFs
-1.1K
- 19.2%
$79.8 - $112.34 $88.1K - $124K
4.65K $522M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-45
- 3.5%
$152.93 - $181.74 $6.88K - $8.18K
1.24K $225M
NNN
National Retail Properties, Inc.

Real Estate
-574
- 1.08%
$37.56 - $43.42 $21.6K - $24.9K
52.5K $2.27B
FTCS
First Trust Capital Strength E

ETFs
-1.17K
- 1.32%
$81.6 - $92.39 $95.8K - $108K
87.5K $7.95B
XLK
Technology Sector Spdr

ETFs
-309
- 17.43%
$179.73 - $253.23 $55.5K - $78.2K
1.46K $371M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-55
- 1.83%
$90.56 - $109.49 $4.98K - $6.02K
2.95K $322M
BSX
Boston Scientific Corp

Healthcare
-45
- 2.07%
$89.7 - $107.41 $4.04K - $4.83K
2.13K $229M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-10
- 0.12%
$46.92 - $55.01 $469 - $550
8.23K $447M
MPC
Marathon Petroleum Corp

Energy
-101
- 6.52%
$118.55 - $170.08 $12K - $17.2K
1.45K $241M
DGRO
Ishares Core Dividend Growth E

ETFs
-962
- 2.71%
$55.22 - $63.94 $53.1K - $61.5K
34.5K $2.21B
T
At&T Inc.

Communication Services
-164
- 0.53%
$26.33 - $28.94 $4.32K - $4.75K
30.7K $889M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-18
- 0.06%
$43.28 - $50.37 $779 - $907
29.2K $1.46B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-37
- 0.36%
$44.22 - $52.08 $1.64K - $1.93K
10.3K $537M
EUDG
Wisdomtree Tr

ETFs
-79
- 0.72%
$29.48 - $35.57 $2.33K - $2.81K
10.9K $380M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-115
- 1.45%
$51.16 - $62.02 $5.88K - $7.13K
7.82K $485M
Activity Summary
Buys All Purchases 120 New Holdings 21 Increased Positions 99 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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