Southland Equity Partners LLC Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$429.5B

Holdings

229

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (229 positions)

StockValue
IRTINDEPENDENCE RLTY TR INC
$664.1M
WELLWELLTOWER INC
$655.0M
VTIPVANGUARD MALVERN FDS
$650.9M
ENBENBRIDGE INC
$631.3M
FXOFIRST TR EXCHANGE TRADED FD
$619.9M
COSTCOSTCO WHSL CORP NEW
$617.7M
UJANINNOVATOR ETFS TRUST
$611.8M
QCOMQUALCOMM INC
$603.8M
AIQGLOBAL X FDS
$597.9M
ICSHISHARES TR
$597.8M
MDLZMONDELEZ INTL INC
$567.9M
IBMINTERNATIONAL BUSINESS MACHS
$560.6M
XLFSELECT SECTOR SPDR TR
$538.0M
MOALTRIA GROUP INC
$535.5M
AMGNAMGEN INC
$534.4M
BIVVANGUARD BD INDEX FDS
$530.8M
MMTMSPDR SER TR
$529.0M
IGMISHARES TR
$521.4M
XSVMINVESCO EXCHANGE TRADED FD T
$520.6M
LMBSFIRST TR EXCHANGE-TRADED FD
$520.3M
CGDGCAPITAL GROUP DIVIDEND VALUE
$508.5M
DUKDUKE ENERGY CORP NEW
$508.3M
FXRFIRST TR EXCHANGE TRADED FD
$502.1M
ZOCTINNOVATOR ETFS TRUST
$498.8M
AVGOBROADCOM INC
$494.3M
VMBSVANGUARD SCOTTSDALE FDS
$488.4M
PSXPHILLIPS 66
$477.8M
MOATVANECK ETF TRUST
$472.8M
COPCONOCOPHILLIPS
$463.3M
IJHISHARES TR
$463.2M
AEPAMERICAN ELEC PWR CO INC
$456.8M
SBUXSTARBUCKS CORP
$446.2M
CSCOCISCO SYS INC
$445.6M
FLQMFRANKLIN TEMPLETON ETF TR
$436.6M
NVONOVO-NORDISK A S
$435.9M
JEPIJ P MORGAN EXCHANGE TRADED F
$432.1M
LLYELI LILLY & CO
$428.4M
WMTWALMART INC
$424.9M
XMHQINVESCO EXCHANGE TRADED FD T
$423.6M
BILZPIMCO ETF TR
$421.2M
JEPQJ P MORGAN EXCHANGE TRADED F
$414.1M
VOOGVANGUARD ADMIRAL FDS INC
$414.1M
WMWASTE MGMT INC DEL
$408.2M
VIGVANGUARD SPECIALIZED FUNDS
$407.0M
SPYMSPDR SER TR
$406.2M
ATROASTRONICS CORP
$402.6M
SOSOUTHERN CO
$385.3M
OHIOMEGA HEALTHCARE INVS INC
$383.4M
NVSNNOVARTIS AG
$382.8M
QYLDGLOBAL X FDS
$380.5M
BLVVANGUARD BD INDEX FDS
$377.1M
BACBANK AMERICA CORP
$367.6M
XLKSELECT SECTOR SPDR TR
$366.0M
SPYSPDR S&P 500 ETF TR
$365.8M
CLCOLGATE PALMOLIVE CO
$364.5M
VWOVANGUARD INTL EQUITY INDEX F
$361.2M
EUDGWISDOMTREE TR
$358.2M
GILDGILEAD SCIENCES INC
$357.8M
IAU*ISHARES GOLD TR
$351.2M
XLESELECT SECTOR SPDR TR
$350.5M
GOOGLALPHABET INC
$347.8M
VEUVANGUARD INTL EQUITY INDEX F
$346.9M
LMTLOCKHEED MARTIN CORP
$342.1M
CVSCVS HEALTH CORP
$339.9M
OKEONEOK INC NEW
$336.1M
METAMETA PLATFORMS INC
$335.4M
WBIYABSOLUTE SHS TR
$327.6M
EPDENTERPRISE PRODS PARTNERS L
$326.1M
WFCWELLS FARGO CO NEW
$320.1M
FXZFIRST TR EXCHANGE TRADED FD
$319.9M
IJRISHARES TR
$314.3M
GDGENERAL DYNAMICS CORP
$313.0M
AIRRFIRST TR EXCHANGE TRADED FD
$308.5M
IQDYFLEXSHARES TR
$301.9M
EDCONSOLIDATED EDISON INC
$301.7M
DWXSPDR INDEX SHS FDS
$301.3M
UPSUNITED PARCEL SERVICE INC
$300.9M
PAASPAN AMERN SILVER CORP
$300.4M
CATCATERPILLAR INC
$296.5M
KOCOCA COLA CO
$296.3M
IRMIRON MTN INC DEL
$292.2M
BJULINNOVATOR ETFS TRUST
$281.6M
ETENERGY TRANSFER L P
$273.7M
VVISA INC
$273.3M
DESWISDOMTREE TR
$265.3M
GEGE AEROSPACE
$265.2M
IPACISHARES TR
$264.6M
VPLVANGUARD INTL EQUITY INDEX F
$264.3M
KRKROGER CO
$263.2M
MMM3M CO
$259.2M
CMCSACOMCAST CORP NEW
$258.4M
AMLPALPS ETF TR
$258.4M
XLGINVESCO EXCHANGE TRADED FD T
$255.9M
FTSMFIRST TR EXCHANGE-TRADED FD
$254.7M
FTSLFIRST TR EXCHANGE-TRADED FD
$253.3M
AQLTISHARES TR
$251.8M
CMFISHARES TR
$243.0M
AMATAPPLIED MATLS INC
$242.9M
DEDEERE & CO
$241.4M
PWZINVESCO EXCH TRADED FD TR II
$237.3M
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