Southern Style Financial, Inc. Portfolio Holdings

Southern Style Financial, Inc.

  • $124 Billion
  • Q4 2024

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.

Portfolio value $124 Billion
ETFs: $80.9 Billion
Consumer Defensive: $9.91 Billion
Technology: $5.28 Billion
Communication Services: $3.06 Billion
Basic Materials: $2.05 Billion
Real Estate: $1.89 Billion
Consumer Cyclical: $1.45 Billion
Industrials: $399 Million
Other: $356 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $124 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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