Southland Equity Partners LLC Sells in Q4 2025

Southland Equity Partners LLC

  • $507 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-3.62K
- 60.06%
$354.79 - $403.15 $1.28M - $1.46M
2.41K $954M
XLE
Energy Sector Spdr

ETFs
-6.7K
- 55.92%
$85.22 - $92.02 $571K - $617K
5.28K $236M
PG
Procter & Gamble CO

Consumer Defensive
-2.24K
- 4.93%
$145.5 - $153.18 $326K - $343K
43.2K $6.19B
VZ
Verizon Communications Inc

Communication Services
-9.74K
- 18.95%
$38.4 - $43.83 $374K - $427K
41.6K $1.7B
FCAL
First Tr Iii Calif Mun High In

ETFs
-10.6K
- 19.61%
$48.76 - $49.48 $517K - $524K
43.4K $2.14B
FDN
First Tr Fd Dow Jones

ETFs
-189
- 0.6%
$269.33 - $285.7 $50.9K - $54K
31.2K $8.4B
O
Realty Income Corp

Real Estate
-2.51K
- 4.66%
$56.12 - $60.64 $141K - $152K
51.4K $2.9B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.29K
- 6.22%
$293.81 - $310.11 $379K - $400K
19.4K $5.94B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.01K
- 6.24%
$245.79 - $258.02 $247K - $260K
15.1K $3.78B
PJAN
Innovator U.S. Equity Power Bu

ETFs
-18.5K
- 4.36%
$45.42 - $46.3 $840K - $857K
406K $19.1B
EIX
Edison International

Utilities
-5.97K
- 42.03%
$52.12 - $59.08 $311K - $353K
8.23K $494M
ABBV
Abb Vie Inc.

Healthcare
-746
- 2.64%
$211.96 - $244.38 $158K - $182K
27.6K $6.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-454
- 3.07%
$475.68 - $513.11 $216K - $233K
14.3K $7.2B
KMB
Kimberly Clark Corp

Consumer Defensive
-357
- 4.58%
$100.05 - $123.23 $35.7K - $44K
7.43K $750M
NNN
National Retail Properties, Inc.

Real Estate
-1.59K
- 3.09%
$39.65 - $42.98 $63.1K - $68.4K
50K $1.98B
Blackrock Inc
-73
- 5.91%
N/A
1.16K $1.24B
FXO
First Tr Exchange Traded Fd Fi

ETFs
-3.28K
- 28.4%
$55.79 - $59.43 $183K - $195K
8.26K $498M
FVD
First Tr Value Line Divid Inde

ETFs
-3.71K
- 3.88%
$45.0 - $46.25 $167K - $171K
91.7K $4.23B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.68K
- 18.26%
$50.75 - $51.37 $187K - $189K
16.5K $842M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-6.52K
- 41.37%
$26.14 - $26.55 $170K - $173K
9.24K $240M
Pimco ETF Tr
-1.4K
- 6.08%
N/A
21.6K $2.18B
NVDA
Nvidia Corp

Technology
-791
- 3.6%
$179.83 - $207.04 $142K - $164K
21.2K $3.95B
T
At&T Inc.

Communication Services
-927
- 3.19%
$24.44 - $27.55 $22.7K - $25.5K
28.1K $699M
FXR
First Trust Industrials/Produc

ETFs
-1.61K
- 22.34%
$75.49 - $80.01 $122K - $129K
5.6K $447M
Direxion Shs ETF Tr
-1.59K
- 15.75%
N/A
8.48K $477M
CVX
Chevron Corp

Energy
-392
- 2.18%
$148.9 - $157.72 $58.4K - $61.8K
17.6K $2.68B
MO
Altria Group, Inc.

Consumer Defensive
-544
- 6.04%
$56.38 - $66.65 $30.7K - $36.3K
8.46K $488M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-2.1K
- 9.95%
$47.1 - $47.44 $99.1K - $99.8K
19K $897M
BX
Blackstone Inc.

Financial Services
-38
- 0.75%
$138.42 - $168.45 $5.26K - $6.4K
5.02K $774M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.56K
- 7.38%
$46.57 - $47.36 $119K - $121K
32.1K $1.54B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.72K
- 4.84%
$46.88 - $48.98 $80.6K - $84.2K
33.8K $1.62B
PDEC
Innovator U.S. Equity Power Bu
-3.69K
- 5.71%
N/A
60.9K $2.64B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.17K
- 12.44%
$49.98 - $50.22 $58.6K - $58.9K
8.26K $408M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-447
- 0.73%
$224.76 - $243.76 $100K - $109K
60.6K $13.9B
IRM
Iron Mountain Inc

Real Estate
-78
- 2.52%
$91.37 - $106.46 $7.13K - $8.3K
3.02K $250M
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.03K
- 3.28%
$42.64 - $43.66 $129K - $132K
89.4K $3.93B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-642
- 4.3%
$78.65 - $79.19 $50.5K - $50.8K
14.3K $1.13B
XLF
Financial Sector Spdr

ETFs
-1.06K
- 11.67%
$51.76 - $53.77 $54.7K - $56.8K
7.99K $438M
VO
Vanguard Mid Cap ETF

ETFs
-114
- 2.52%
$286.27 - $296.23 $32.6K - $33.8K
4.42K $1.28B
AIQ
Global X Funds Global X Artifi

ETFs
-1.1K
- 14.45%
$48.93 - $53.56 $53.6K - $58.6K
6.48K $330M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-465
- 1.62%
$50.22 - $52.54 $23.4K - $24.4K
28.3K $1.46B
DUK
Duke Energy Corp

Utilities
-95
- 1.98%
$121.57 - $129.03 $11.5K - $12.3K
4.7K $551M
ENB
Enbridge Inc

Energy
-130
- 0.99%
$46.39 - $50.07 $6.03K - $6.51K
13K $623M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-709
- 7.61%
$50.56 - $50.76 $35.8K - $36K
8.61K $436M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-517
- 1.8%
$87.0 - $90.6 $45K - $46.8K
28.1K $2.52B
CMCSA
Comcast Corp

Communication Services
-626
- 7.97%
$26.98 - $31.09 $16.9K - $19.5K
7.23K $216M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-487
- 6.86%
$56.0 - $57.6 $27.3K - $28.1K
6.61K $379M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-600
- 3.57%
$49.98 - $50.59 $30K - $30.4K
16.2K $815M
VB
Vanguard Small Cap ETF

ETFs
-151
- 4.4%
$248.1 - $260.08 $37.5K - $39.3K
3.28K $846M
Activity Summary
Buys All Purchases 116 New Holdings 20 Increased Positions 96 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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