Southland Equity Partners LLC Purchases in Q4 2024

Southland Equity Partners LLC

  • $430 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
949
+ 6.81%
$89.97 - $98.59 $85.4K - $93.6K
14.9K $1.42B
YUM
Yum Brands Inc

Consumer Cyclical
1.17K
+ 26.29%
$130.36 - $139.54 $152K - $163K
5.62K $753M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.49K
+ 49.18%
$73.49 - $86.09 $110K - $128K
4.52K $348M
ABT
Abbott Laboratories

Healthcare
794
+ 11.45%
$111.93 - $119.39 $88.9K - $94.8K
7.73K $874M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
245
+ 1.5%
$119.61 - $136.3 $29.3K - $33.4K
16.6K $2.05B
WELL
Welltower Inc.

Real Estate
692
+ 18.82%
$123.11 - $139.3 $85.2K - $96.4K
4.37K $550M
AIQ
Global X Funds Global X Artifi

ETFs
1.36K
+ 9.15%
$36.57 - $40.57 $49.7K - $55.1K
16.2K $626M
WFC
Wells Fargo & Company

Financial Services
6
+ 0.14%
$54.98 - $77.35 $330 - $464
4.33K $304M
IGM
Ishares Expanded Tech Sector E

ETFs
266
+ 5.28%
$94.19 - $106.95 $25.1K - $28.4K
5.3K $541M
KMB
Kimberly Clark Corp

Consumer Defensive
1.02K
+ 14.96%
$130.37 - $146.09 $132K - $148K
7.81K $1.02B
PEP
Pepsico Inc

Consumer Defensive
1.77K
+ 14.82%
$151.29 - $176.1 $268K - $312K
13.7K $2.09B
BAC
Bank Of America Corp

Financial Services
231
+ 2.63%
$39.22 - $47.77 $9.06K - $11K
9.02K $396M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
578
+ 17.67%
$98.47 - $109.35 $56.9K - $63.2K
3.85K $379M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 4.13%
$873.59 - $994.69 $21.8K - $24.9K
631 $578M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.13K
+ 34.32%
$59.25 - $72.99 $126K - $156K
8.35K $498M
UPS
United Parcel Service Inc

Industrials
498
+ 22.74%
$122.65 - $138.35 $61.1K - $68.9K
2.69K $339M
GILD
Gilead Sciences, Inc.

Healthcare
110
+ 3.64%
$83.95 - $97.9 $9.23K - $10.8K
3.13K $289M
CL
Colgate Palmolive CO

Consumer Defensive
813
+ 26.5%
$90.22 - $102.31 $73.3K - $83.2K
3.88K $353M
IBM
International Business Machines Corp

Technology
151
+ 6.86%
$204.9 - $238.04 $30.9K - $35.9K
2.35K $517M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.25K
+ 8.21%
$40.59 - $43.47 $50.5K - $54.1K
16.4K $667M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
323
+ 7.77%
$66.77 - $71.52 $21.6K - $23.1K
4.48K $309M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
808
+ 6.19%
$48.33 - $49.08 $39.1K - $39.7K
13.9K $671M
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 5.27%
$567.81 - $607.81 $18.2K - $19.4K
639 $375M
EPD
Enterprise Products Partners L.P.

Energy
12
+ 0.13%
$28.66 - $34.43 $344 - $413
9.43K $296M
ICSH
Blackrock Ultra Short Term Bon

ETFs
500
+ 4.05%
$50.35 - $50.69 $25.2K - $25.3K
12.8K $647M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.47%
$198.04 - $221.51 $1.78K - $1.99K
1.93K $406M
KR
Kroger CO

Consumer Defensive
93
+ 2.54%
$55.21 - $63.3 $5.13K - $5.89K
3.75K $230M
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 2.16%
$471.27 - $550.62 $4.71K - $5.51K
474 $247M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
442
+ 4.37%
$53.38 - $60.64 $23.6K - $26.8K
10.6K $575M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.01K
+ 7.3%
$68.06 - $76.27 $68.7K - $77K
14.8K $1.02B
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
263
+ 1.39%
$47.5 - $47.86 $12.5K - $12.6K
19.1K $909M
VB
Vanguard Small Cap ETF

ETFs
9
+ 0.25%
$233.76 - $261.58 $2.1K - $2.35K
3.65K $876M
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$220.26 - $241.44 $220 - $241
1.78K $413M
PSX
Phillips 66

Energy
573
+ 17.66%
$110.35 - $138.93 $63.2K - $79.6K
3.82K $435M
CVS
Cvs Health Corp

Healthcare
1.52K
+ 43.99%
$43.78 - $67.46 $66.7K - $103K
4.99K $224M
VO
Vanguard Mid Cap ETF

ETFs
16
+ 0.35%
$261.5 - $284.63 $4.18K - $4.55K
4.59K $1.21B
JEPI
J P Morgan Exchange Traded Fd

ETFs
340
+ 4.73%
$57.53 - $60.83 $19.6K - $20.7K
7.54K $433M
ORCL
Oracle Corp

Technology
37
+ 2.6%
$165.41 - $192.43 $6.12K - $7.12K
1.46K $243M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.82K
+ 1.46%
$35.45 - $40.33 $99.9K - $114K
196K $7.02B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
175
+ 2.12%
$54.15 - $58.81 $9.48K - $10.3K
8.44K $458M
RDVY
First Trust Rising Dividend Ac

ETFs
3
+ 0.01%
$58.65 - $64.37 $176 - $193
51.6K $3.05B
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.29%
N/A
2.1K $410M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6
+ 0.2%
$113.92 - $127.38 $684 - $764
3.02K $348M
HD
Home Depot, Inc.

Consumer Cyclical
78
+ 3.59%
$385.02 - $431.37 $30K - $33.6K
2.25K $875M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7
+ 0.1%
$28.6 - $29.27 $200 - $205
7.37K $211M
COP
Conocophillips

Energy
196
+ 4.65%
$95.12 - $114.72 $18.6K - $22.5K
4.41K $437M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
481
+ 6.42%
$44.04 - $49.49 $21.2K - $23.8K
7.98K $351M
ED
Consolidated Edison Inc

Utilities
271
+ 11.82%
$88.87 - $107.38 $24.1K - $29.1K
2.56K $229M
WM
Waste Management Inc

Industrials
2
+ 0.11%
$201.79 - $228.46 $404 - $457
1.81K $364M
Activity Summary
Buys All Purchases 137 New Holdings 17 Increased Positions 120 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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