Southern Style Financial, Inc. Portfolio Holdings

Southern Style Financial, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.5B, Capital Grp Fixed Incm ETF T with a value of $18B, Fidelity Merrimack Str Tr Tota with a value of $15.8B, Ishares 0 5 Year Investment Gr with a value of $13.9B, and Ishares Gold Trust with a value of $4.36B.

Examining the 13F form we can see an increase of $124B in the current position value.

Southern Style Financial, Inc. is based out at San Diego, CA

Below you can find more details about Southern Style Financial, Inc. portfolio as well as his latest detailed transactions.