Southland Equity Partners LLC Incresed Positions in Q4 2024

Southland Equity Partners LLC

  • $430 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
181K
+ 132.57%
N/A
317K $10.4B
AAPL
Apple Inc.

Technology
83
+ 0.07%
$221.69 - $259.02 $18.4K - $21.5K
125K $31.4B
POCT
Innovator U.S. Equity Power Bu

ETFs
44.1K
+ 93.36%
$38.63 - $40.03 $1.7M - $1.77M
91.4K $3.62B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
492K
+ 237.0%
$26.93 - $84.95 $13.3M - $41.8M
700K $19.1B
PDEC
Innovator U.S. Equity Power Bu
33.5K
+ 128.92%
N/A
59.6K $2.29B
TSLA
Tesla, Inc.

Consumer Cyclical
475
+ 6.16%
$213.65 - $479.86 $101K - $228K
8.19K $3.31B
AMZN
Amazon Com Inc

Consumer Cyclical
1.76K
+ 8.03%
$180.88 - $232.93 $318K - $409K
23.6K $5.19B
PNOV
Innovator U.S. Equity Power Bu
28.9K
+ 365.46%
N/A
36.8K $1.39B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.39K
+ 21.6%
$521.84 - $558.82 $724K - $776K
7.81K $4.21B
PLTR
Palantir Technologies Inc.

Technology
5.11K
+ 58.23%
$36.46 - $82.38 $186K - $421K
13.9K $1.05B
VGT
Vanguard Information Technolog

ETFs
898
+ 247.38%
$571.78 - $647.97 $513K - $582K
1.26K $784M
QQQ
Invesco Qqq Trust, Series 1

ETFs
574
+ 4.89%
$481.22 - $538.17 $276K - $309K
12.3K $6.29B
T Rowe Price ETF Inc
16.9K
+ 15.07%
N/A
129K $4.29B
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 10.87%
$163.08 - $198.16 $181K - $220K
11.3K $2.15B
MCD
Mcdonalds Corp

Consumer Cyclical
2.11K
+ 11.39%
$288.47 - $316.54 $610K - $669K
20.7K $5.99B
Innovator Etfs Trust
5.25K
+ 6.5%
N/A
85.9K $2.51B
NVDA
Nvidia Corp

Technology
610
+ 3.81%
$117.0 - $148.88 $71.4K - $90.8K
16.6K $2.23B
CVX
Chevron Corp

Energy
2.18K
+ 13.64%
$141.15 - $162.53 $308K - $354K
18.2K $2.63B
VUG
Vanguard Growth ETF

ETFs
139
+ 1.77%
$378.79 - $428.11 $52.7K - $59.5K
7.98K $3.27B
CLX
Clorox CO

Consumer Defensive
1.62K
+ 51.81%
$156.51 - $169.74 $253K - $275K
4.74K $770M
JNJ
Johnson & Johnson

Healthcare
3.9K
+ 21.04%
$143.34 - $165.86 $559K - $647K
22.4K $3.25B
PM
Philip Morris International Inc.

Consumer Defensive
2.01K
+ 31.1%
$118.38 - $133.06 $238K - $268K
8.49K $1.02B
NEE
Nextera Energy Inc

Utilities
4.47K
+ 62.25%
$69.77 - $85.43 $312K - $382K
11.7K $835M
PG
Procter & Gamble CO

Consumer Defensive
2.79K
+ 6.39%
$161.05 - $179.7 $450K - $502K
46.5K $7.8B
ABBV
Abb Vie Inc.

Healthcare
3.95K
+ 16.14%
$164.99 - $203.87 $652K - $806K
28.4K $5.05B
EIX
Edison International

Utilities
3.71K
+ 29.47%
$77.93 - $88.36 $289K - $328K
16.3K $1.3B
MSFT
Microsoft Corp

Technology
639
+ 7.27%
$406.35 - $454.46 $260K - $290K
9.42K $3.97B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3K
+ 11.23%
$80.93 - $85.66 $242K - $257K
29.7K $2.4B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20.9K
+ 20.46%
$11.12 - $11.98 $232K - $250K
123K $1.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
564
+ 4.62%
$442.29 - $483.08 $249K - $272K
12.8K $5.79B
MO
Altria Group, Inc.

Consumer Defensive
2.94K
+ 49.78%
$49.06 - $57.74 $144K - $170K
8.84K $462M
XOM
Exxon Mobil Corp

Energy
2.74K
+ 18.95%
$105.51 - $125.37 $289K - $344K
17.2K $1.85B
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
META
Meta Platforms, Inc.

Communication Services
82
+ 16.11%
$554.08 - $632.68 $45.4K - $51.9K
591 $346M
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
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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