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
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
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
BNDX
Vanguard Total International B

ETFs
315
+ 1.51%
$48.91 - $50.61 $15.4K - $15.9K
21.1K $1.04B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
193
+ 5.84%
$70.63 - $78.23 $13.6K - $15.1K
3.5K $248M
MMM
3 M CO

Industrials
24
+ 1.3%
$124.74 - $137.12 $2.99K - $3.29K
1.86K $241M
DUK
Duke Energy Corp

Utilities
155
+ 4.01%
$105.76 - $120.76 $16.4K - $18.7K
4.02K $433M
Amplify ETF Tr
2K
+ 17.78%
N/A
13.2K $132M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
103
+ 0.67%
$77.02 - $78.58 $7.93K - $8.09K
15.6K $1.2B
UNP
Union Pacific Corp

Industrials
15
+ 1.56%
$223.15 - $249.32 $3.35K - $3.74K
974 $222M
CSX
Csx Corp

Industrials
92
+ 1.2%
$31.58 - $36.88 $2.91K - $3.39K
7.78K $251M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
280
+ 5.52%
$68.25 - $75.42 $19.1K - $21.1K
5.35K $366M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
85
+ 0.82%
$45.17 - $47.23 $3.84K - $4.01K
10.5K $476M
NVS
Novartis Ag

Healthcare
381
+ 12.7%
$96.78 - $117.18 $36.9K - $44.6K
3.38K $329M
CAT
Caterpillar Inc

Industrials
17
+ 1.96%
$360.37 - $416.88 $6.13K - $7.09K
883 $320M
VCIT
Vanguard Intermediate Term Cor

ETFs
297
+ 2.42%
$80.13 - $83.77 $23.8K - $24.9K
12.6K $1.01B
AEP
American Electric Power CO Inc

Utilities
210
+ 5.66%
$90.91 - $102.21 $19.1K - $21.5K
3.92K $361M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
76
+ 1.11%
$74.5 - $78.37 $5.66K - $5.96K
6.93K $518M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
28
+ 0.67%
$60.27 - $66.27 $1.69K - $1.86K
4.22K $258M
GD
General Dynamics Corp

Industrials
59
+ 5.65%
$260.28 - $314.03 $15.4K - $18.5K
1.1K $291M
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
Track This Portfolio

Track Southland Equity Partners LLC Portfolio

Follow Southland Equity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Southland Equity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southland Equity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email