Southland Equity Partners LLC Diversified Active

CIK: 0002006517 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value ($000): $259,395 (100.0% shares, 0.0% debt)

Holdings (172)

POCT INNOVATOR ETFS TR 18.8%
Value ($000) $48,865 Shares 1,625,028 Est. Cost $30.07 Unrealized
AAPL APPLE INC 6.7%
Value ($000) $17,448 Shares 134,291 Est. Cost $118.56 Unrealized +18.7%
PJAN INNOVATOR ETFS TR 5.8%
Value ($000) $15,152 Shares 480,857 Est. Cost $31.19 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 5.6%
Value ($000) $14,527 Shares 397,339 Est. Cost $31.21 Unrealized
VOO VANGUARD INDEX FDS 4.0%
Value ($000) $10,410 Shares 29,631 Est. Cost $369.54 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.5%
Value ($000) $6,538 Shares 155,789 Est. Cost $48.53 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 2.5%
Value ($000) $6,532 Shares 62,064 Est. Cost $145.61 Unrealized
BUFF INNOVATOR ETFS TR 2.5%
Value ($000) $6,460 Shares 187,791 Est. Cost $33.10 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $5,637 Shares 75,207 Est. Cost $68.42 Unrealized
PMAY INNOVATOR ETFS TR 1.8%
Value ($000) $4,690 Shares 166,963 Est. Cost $27.54 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $4,465 Shares 36,255 Est. Cost $220.85 Unrealized
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $4,160 Shares 27,448 Est. Cost $120.46 Unrealized +7.7%
PAPR INNOVATOR ETFS TR 1.5%
Value ($000) $3,840 Shares 136,807 Est. Cost $27.55 Unrealized
PFEB INNOVATOR ETFS TR 1.4%
Value ($000) $3,686 Shares 129,773 Est. Cost $28.06 Unrealized
SCHO SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,651 Shares 75,689 Est. Cost $50.32 Unrealized
MTUM ISHARES TR 1.3%
Value ($000) $3,318 Shares 22,736 Est. Cost $162.92 Unrealized
VYM VANGUARD WHITEHALL FDS 1.2%
Value ($000) $3,140 Shares 29,017 Est. Cost $104.43 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $3,072 Shares 11,535 Est. Cost $319.69 Unrealized
PJUL INNOVATOR ETFS TR 1.2%
Value ($000) $3,007 Shares 99,587 Est. Cost $29.22 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $2,609 Shares 12,243 Est. Cost $253.81 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.9%
Value ($000) $2,410 Shares 60,393 Est. Cost $36.99 Unrealized
VXF VANGUARD INDEX FDS 0.8%
Value ($000) $2,185 Shares 16,448 Est. Cost $168.33 Unrealized
PJUN INNOVATOR ETFS TR 0.8%
Value ($000) $2,106 Shares 70,856 Est. Cost $29.83 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,087 Shares 14,869 Est. Cost $120.93 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,027 Shares 51,995 Est. Cost $48.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,986 Shares 6,429 Est. Cost $243.75 Unrealized +21.8%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,947 Shares 8,119 Est. Cost $218.02 Unrealized +7.4%
PAUG INNOVATOR ETFS TR 0.7%
Value ($000) $1,874 Shares 66,092 Est. Cost $27.63 Unrealized
DGRO ISHARES TR 0.7%
Value ($000) $1,780 Shares 35,608 Est. Cost $50.20 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,577 Shares 26,473 Est. Cost $67.18 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,564 Shares 20,776 Est. Cost $79.41 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,455 Shares 19,332 Est. Cost $82.20 Unrealized
FCAL FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,386 Shares 28,648 Est. Cost $54.01 Unrealized
IMTM ISHARES TR 0.5%
Value ($000) $1,375 Shares 44,585 Est. Cost $37.42 Unrealized
DON WISDOMTREE TR 0.5%
Value ($000) $1,331 Shares 32,362 Est. Cost $34.95 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,247 Shares 24,879 Est. Cost $56.67 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $1,202 Shares 16,669 Est. Cost $68.12 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.4%
Value ($000) $1,155 Shares 24,346 Est. Cost $58.19 Unrealized
SPIP SPDR SER TR 0.4%
Value ($000) $1,130 Shares 43,878 Est. Cost $30.99 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,119 Shares 14,815 Est. Cost $70.81 Unrealized
BAPR INNOVATOR ETFS TR 0.4%
Value ($000) $1,072 Shares 34,555 Est. Cost $31.94 Unrealized
STIP ISHARES TR 0.4%
Value ($000) $1,040 Shares 10,725 Est. Cost $104.88 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $1,037 Shares 5,087 Est. Cost $214.53 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $982 Shares 58,744 Est. Cost $16.30 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $975 Shares 3,086 Est. Cost $257.15 Unrealized +9.3%
AMZN AMAZON COM INC 0.3%
Value ($000) $885 Shares 10,537 Est. Cost $126.60 Unrealized -22.0%
PNOV INNOVATOR ETFS TR 0.3%
Value ($000) $840 Shares 27,831 Est. Cost $30.01 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $832 Shares 16,809 Est. Cost $55.19 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $830 Shares 6,738 Est. Cost $223.92 Unrealized -15.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $810 Shares 4,588 Est. Cost $133.61 Unrealized +17.6%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $741 Shares 5,523 Est. Cost $109.20 Unrealized +7.7%
FXO FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $739 Shares 18,041 Est. Cost $42.30 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $736 Shares 4,553 Est. Cost $87.10 Unrealized +57.5%
PTNQ PACER FDS TR 0.3%
Value ($000) $705 Shares 14,323 Est. Cost $52.11 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $675 Shares 3,679 Est. Cost $196.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $669 Shares 16,978 Est. Cost $39.72 Unrealized -22.5%
NNN NATIONAL RETAIL PROPERTIES I 0.3%
Value ($000) $667 Shares 14,569 Est. Cost $42.48 Unrealized
ICSH ISHARES TR 0.3%
Value ($000) $662 Shares 13,232 Est. Cost $50.25 Unrealized
T AT&T INC 0.3%
Value ($000) $661 Shares 35,893 Est. Cost $15.60 Unrealized -3.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $655 Shares 3,650 Est. Cost $76.03 Unrealized +101.5%
PDEC INNOVATOR ETFS TR 0.3%
Value ($000) $649 Shares 21,725 Est. Cost $31.55 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.2%
Value ($000) $632 Shares 7,192 Est. Cost $83.04 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $608 Shares 8,179 Est. Cost $90.78 Unrealized
UJAN INNOVATOR ETFS TR 0.2%
Value ($000) $589 Shares 19,824 Est. Cost $30.00 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $586 Shares 6,479 Est. Cost $113.11 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $571 Shares 3,161 Est. Cost $126.68 Unrealized +27.0%
BJUN INNOVATOR ETFS TR 0.2%
Value ($000) $568 Shares 18,589 Est. Cost $29.82 Unrealized
WBIY ABSOLUTE SHS TR 0.2%
Value ($000) $564 Shares 21,166 Est. Cost $22.77 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $536 Shares 11,779 Est. Cost $53.75 Unrealized
EUDG WISDOMTREE TR 0.2%
Value ($000) $522 Shares 19,138 Est. Cost $28.78 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.2%
Value ($000) $521 Shares 30,901 Est. Cost $24.91 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $520 Shares 13,393 Est. Cost $63.76 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $520 Shares 1,974 Est. Cost $216.21 Unrealized +13.4%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $516 Shares 5,894 Est. Cost $79.25 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $514 Shares 2,688 Est. Cost $196.07 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $508 Shares 8,391 Est. Cost $56.55 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $505 Shares 42,580 Est. Cost $9.58 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $503 Shares 8,330 Est. Cost $60.36 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $493 Shares 10,393 Est. Cost $51.47 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $491 Shares 6,620 Est. Cost $54.37 Unrealized +44.6%
PMAR INNOVATOR ETFS TR 0.2%
Value ($000) $487 Shares 15,851 Est. Cost $32.28 Unrealized
TAIL CAMBRIA ETF TR 0.2%
Value ($000) $481 Shares 31,461 Est. Cost $16.85 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $474 Shares 10,148 Est. Cost $47.57 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $473 Shares 7,459 Est. Cost $47.34 Unrealized +10.3%
SHY ISHARES TR 0.2%
Value ($000) $460 Shares 5,661 Est. Cost $82.79 Unrealized
IQLT ISHARES TR 0.2%
Value ($000) $458 Shares 14,129 Est. Cost $29.90 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $450 Shares 4,076 Est. Cost $45.91 Unrealized +109.7%
IJH ISHARES TR 0.2%
Value ($000) $434 Shares 1,796 Est. Cost $230.52 Unrealized
MMTM SPDR SER TR 0.2%
Value ($000) $434 Shares 2,598 Est. Cost $162.09 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $423 Shares 2,492 Est. Cost $174.24 Unrealized
SYLD CAMBRIA ETF TR 0.2%
Value ($000) $422 Shares 7,117 Est. Cost $54.69 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $409 Shares 7,939 Est. Cost $57.82 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $409 Shares 5,642 Est. Cost $106.81 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $409 Shares 3,716 Est. Cost $124.33 Unrealized -12.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $378 Shares 3,808 Est. Cost $85.91 Unrealized +1.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $374 Shares 2,462 Est. Cost $142.70 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $373 Shares 1,420 Est. Cost $215.59 Unrealized +12.6%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $372 Shares 5,729 Est. Cost $72.39 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $369 Shares 818 Est. Cost $83.54 Unrealized +25.9%
DVY ISHARES TR 0.1%
Value ($000) $366 Shares 3,035 Est. Cost $100.70 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $364 Shares 8,162 Est. Cost $47.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $364 Shares 2,676 Est. Cost $119.99 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $363 Shares 6,112 Est. Cost $60.03 Unrealized
DE DEERE & CO 0.1%
Value ($000) $361 Shares 842 Est. Cost $232.12 Unrealized +67.5%
KORP AMERICAN CENTY ETF TR 0.1%
Value ($000) $351 Shares 7,733 Est. Cost $51.79 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $349 Shares 3,686 Est. Cost $91.90 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $348 Shares 7,608 Est. Cost $45.74 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $347 Shares 2,566 Est. Cost $86.13 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $347 Shares 9,739 Est. Cost $35.63 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $345 Shares 8,316 Est. Cost $41.53 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $341 Shares 6,654 Est. Cost $29.25 Unrealized +37.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $338 Shares 6,742 Est. Cost $63.36 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $336 Shares 2,849 Est. Cost $49.31 Unrealized +121.9%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $331 Shares 2,266 Est. Cost $19.88 Unrealized -26.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $329 Shares 8,429 Est. Cost $22.89 Unrealized +39.1%
ETF MANAGERS TR 0.1%
Value ($000) $323 Shares 30,663 Est. Cost $10.55 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $319 Shares 2,553 Est. Cost $107.50 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $317 Shares 4,443 Est. Cost $55.43 Unrealized +7.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $315 Shares 6,312 Est. Cost $35.70 Unrealized +26.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $307 Shares 3,034 Est. Cost $63.07 Unrealized +28.9%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $304 Shares 4,724 Est. Cost $77.47 Unrealized
VALE VALE S A 0.1%
Value ($000) $300 Shares 17,703 Est. Cost $14.54 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $299 Shares 2,722 Est. Cost $100.11 Unrealized -2.5%
DES WISDOMTREE TR 0.1%
Value ($000) $299 Shares 10,504 Est. Cost $26.60 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $294 Shares 9,109 Est. Cost $39.33 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $292 Shares 599 Est. Cost $310.33 Unrealized +37.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $288 Shares 1,833 Est. Cost $109.17 Unrealized +40.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $287 Shares 6,528 Est. Cost $51.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $285 Shares 2,026 Est. Cost $112.34 Unrealized +9.5%
WBIG ABSOLUTE SHS TR 0.1%
Value ($000) $284 Shares 11,771 Est. Cost $23.67 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $281 Shares 10,067 Est. Cost $28.19 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $280 Shares 25,250 Est. Cost $11.07 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $278 Shares 3,876 Est. Cost $85.54 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $277 Shares 8,754 Est. Cost $31.66 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $277 Shares 1,381 Est. Cost $269.60 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $275 Shares 2,673 Est. Cost $77.04 Unrealized +10.1%
GOOG ALPHABET INC 0.1%
Value ($000) $273 Shares 3,079 Est. Cost $110.93 Unrealized -14.6%
IQDY FLEXSHARES TR 0.1%
Value ($000) $272 Shares 11,247 Est. Cost $27.68 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $270 Shares 737 Est. Cost $243.85 Unrealized +41.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $269 Shares 7,701 Est. Cost $43.27 Unrealized -30.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $268 Shares 701 Est. Cost $393.89 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $268 Shares 5,617 Est. Cost $36.64 Unrealized +13.2%
ORCL ORACLE CORP 0.1%
Value ($000) $261 Shares 3,197 Est. Cost $73.20 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $260 Shares 588 Est. Cost $422.66 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $258 Shares 2,074 Est. Cost $130.01 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $254 Shares 10,534 Est. Cost $21.96 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $250 Shares 3,816 Est. Cost $54.42 Unrealized +9.5%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $250 Shares 754 Est. Cost $331.33 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $247 Shares 4,348 Est. Cost $56.78 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $246 Shares 2,590 Est. Cost $79.76 Unrealized +1.4%
NVS NOVARTIS AG 0.1%
Value ($000) $239 Shares 2,638 Est. Cost $90.72 Unrealized
WMT WALMART INC 0.1%
Value ($000) $239 Shares 1,684 Est. Cost $45.66 Unrealized 0.0%
IPAC ISHARES TR 0.1%
Value ($000) $238 Shares 4,439 Est. Cost $53.67 Unrealized
CSX CSX CORP 0.1%
Value ($000) $238 Shares 7,675 Est. Cost $29.58 Unrealized -2.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $236 Shares 1,360 Est. Cost $163.00 Unrealized -9.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $235 Shares 6,873 Est. Cost $29.48 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $233 Shares 3,667 Est. Cost $54.92 Unrealized 0.0%
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $228 Shares 5,108 Est. Cost $40.74 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $226 Shares 4,462 Est. Cost $50.65 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $226 Shares 3,031 Est. Cost $72.92 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $226 Shares 6,872 Est. Cost $29.59 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $216 Shares 3,094 Est. Cost $66.30 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $215 Shares 7,236 Est. Cost $29.69 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $211 Shares 2,527 Est. Cost $66.59 Unrealized +10.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $209 Shares 457 Est. Cost $496.03 Unrealized -5.5%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $208 Shares 7,710 Est. Cost $27.02 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $208 Shares 1,783 Est. Cost $106.44 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $207 Shares 2,513 Est. Cost $85.91 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $207 Shares 6,255 Est. Cost $31.71 Unrealized 0.0%
PPL PPL CORP 0.1%
Value ($000) $201 Shares 6,870 Est. Cost $24.65 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $135 Shares 11,221 Est. Cost $18.27 Unrealized
DLNG DYNAGAS LNG PARTNERS LP 0.0%
Value ($000) $36 Shares 13,800 Est. Cost $3.06 Unrealized