Southland Equity Partners LLC Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$456.0B

Holdings

236

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (236 positions)

StockValue
VTIPVANGUARD MALVERN FDS
$673.3M
IBMINTERNATIONAL BUSINESS MACHS
$667.5M
JEPQJ P MORGAN EXCHANGE TRADED F
$659.3M
FXOFIRST TR EXCHANGE TRADED FD
$655.7M
ENBENBRIDGE INC
$653.0M
UJANINNOVATOR ETFS TRUST
$648.9M
QCOMQUALCOMM INC
$631.5M
METAMETA PLATFORMS INC
$628.9M
INTCINTEL CORP
$628.5M
WELLWELLTOWER INC
$601.2M
ICSHISHARES TR
$598.0M
MMTMSPDR SERIES TRUST
$576.9M
CLXCLOROX CO DEL
$572.3M
MDLZMONDELEZ INTL INC
$564.9M
AIQGLOBAL X FDS
$554.2M
IRTINDEPENDENCE RLTY TR INC
$553.4M
BIVVANGUARD BD INDEX FDS
$548.1M
XSVMINVESCO EXCHANGE TRADED FD T
$537.3M
FXRFIRST TR EXCHANGE TRADED FD
$535.1M
XLFSELECT SECTOR SPDR TR
$526.1M
MOALTRIA GROUP INC
$526.0M
XMHQINVESCO EXCHANGE TRADED FD T
$524.4M
IGMISHARES TR
$522.0M
DUKDUKE ENERGY CORP NEW
$517.0M
ZOCTINNOVATOR ETFS TRUST
$515.5M
KRKROGER CO
$513.5M
LMBSFIRST TR EXCHANGE-TRADED FD
$513.1M
JOYTJ P MORGAN EXCHANGE TRADED F
$504.1M
MOATVANECK ETF TRUST
$503.4M
AMGNAMGEN INC
$501.1M
VMBSVANGUARD SCOTTSDALE FDS
$499.0M
WMTWALMART INC
$497.8M
CSCOCISCO SYS INC
$495.5M
VOOGVANGUARD ADMIRAL FDS INC
$490.9M
IJHISHARES TR
$485.2M
PSXPHILLIPS 66
$455.8M
NVONOVO-NORDISK A S
$453.8M
AEPAMERICAN ELEC PWR CO INC
$452.1M
FLQMFRANKLIN TEMPLETON ETF TR
$446.8M
VIGVANGUARD SPECIALIZED FUNDS
$429.4M
GOOGLALPHABET INC
$428.9M
SPYSPDR S&P 500 ETF TR
$423.2M
BACBANK AMERICA CORP
$415.7M
SBUXSTARBUCKS CORP
$414.0M
NVSNNOVARTIS AG
$409.0M
LLYELI LILLY & CO
$396.5M
COPCONOCOPHILLIPS
$395.9M
JEPIJ P MORGAN EXCHANGE TRADED F
$395.8M
WMWASTE MGMT INC DEL
$387.2M
ORCLORACLE CORP
$386.1M
SOSOUTHERN CO
$385.1M
BLVVANGUARD BD INDEX FDS
$384.4M
EUDGWISDOMTREE TR
$379.9M
VEUVANGUARD INTL EQUITY INDEX F
$377.1M
LMTLOCKHEED MARTIN CORP
$376.4M
XLKSELECT SECTOR SPDR TR
$370.8M
OHIOMEGA HEALTHCARE INVS INC
$369.0M
GILDGILEAD SCIENCES INC
$364.2M
PLTRPALANTIR TECHNOLOGIES INC
$361.1M
CATCATERPILLAR INC
$360.8M
WFCWELLS FARGO CO NEW
$357.8M
AQLTISHARES TR
$356.4M
CLCOLGATE PALMOLIVE CO
$353.1M
CVSCVS HEALTH CORP
$352.8M
AIRRFIRST TR EXCHANGE TRADED FD
$347.7M
GDGENERAL DYNAMICS CORP
$345.7M
IRMIRON MTN INC DEL
$341.6M
FDVVFIDELITY COVINGTON TRUST
$338.1M
GEGE AEROSPACE
$335.7M
IQDYFLEXSHARES TR
$335.2M
SMRNUSCALE PWR CORP
$333.0M
XSMOINVESCO EXCHANGE TRADED FD T
$332.2M
PAASPAN AMERN SILVER CORP
$330.3M
DWXSPDR INDEX SHS FDS
$329.8M
IJRISHARES TR
$322.4M
AAOIAPPLIED OPTOELECTRONICS INC
$321.3M
EPDENTERPRISE PRODS PARTNERS L
$319.7M
WBIYABSOLUTE SHS TR
$309.1M
KOCOCA COLA CO
$308.5M
BJULINNOVATOR ETFS TRUST
$307.4M
VPLVANGUARD INTL EQUITY INDEX F
$302.8M
UPSUNITED PARCEL SERVICE INC
$295.3M
EDCONSOLIDATED EDISON INC
$295.1M
IPACISHARES TR
$290.1M
AMATAPPLIED MATLS INC
$288.0M
SPYMSPDR SERIES TRUST
$287.9M
GSGOLDMAN SACHS GROUP INC
$286.5M
GEVGE VERNOVA INC
$285.2M
CLSCELESTICA INC
$283.0M
FTSMFIRST TR EXCHANGE-TRADED FD
$272.5M
OKEONEOK INC NEW
$272.2M
DEDEERE & CO
$271.4M
MMM3M CO
$271.2M
ISRGINTUITIVE SURGICAL INC
$264.1M
CMCSACOMCAST CORP NEW
$263.5M
XLESELECT SECTOR SPDR TR
$259.7M
CSXCSX CORP
$253.6M
VVISA INC
$252.0M
JNEUAIM ETF PRODUCTS TRUST
$249.3M
FTSLFIRST TR EXCHANGE-TRADED FD
$248.3M
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