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Southern Style Financial, Inc. Top Holdings and 13F Report (2025)

About Southern Style Financial, Inc.

Investment Activity

  • Southern Style Financial, Inc. has $0.00 in total holdings as of June 30, 2025.
  • Southern Style Financial, Inc. owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Southern Style Financial, Inc. has purchased 28 new stocks and bought additional shares in 0 stocks.
  • Southern Style Financial, Inc. sold shares of 0 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

N/A
$0

Largest New Holdings this Quarter

000000000 - N/A
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouthern Style Financial, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
N/A
$0New Holding0NaNCOM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$40,497,415 ▼-100.0%0NaNETF
CAPITAL GRP FIXED INCM ETF T
$0$17,991,968 ▼-100.0%0NaNCORE BOND ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$0$15,820,187 ▼-100.0%0NaNETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$0$13,896,516 ▼-100.0%0NaNManufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$0$4,364,064 ▼-100.0%0NaNFinance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$4,298,960 ▼-100.0%0NaNRetail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$4,002,901 ▼-100.0%0NaNETF
Microsoft Corporation stock logo
MSFT
Microsoft
$0$3,433,086 ▼-100.0%0NaNComputer and Technology
Constellation Brands Inc stock logo
STZ
Constellation Brands
$0$3,074,024 ▼-100.0%0NaNConsumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$3,058,171 ▼-100.0%0NaNComputer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$2,534,327 ▼-100.0%0NaNConsumer Staples
Dow Inc. stock logo
DOW
DOW
$0$2,051,219 ▼-100.0%0NaNBasic Materials
Gladstone Land Corporation stock logo
LAND
Gladstone Land
$0$1,892,520 ▼-100.0%0NaNFinance
Tesla, Inc. stock logo
TSLA
Tesla
$0$930,946 ▼-100.0%0NaNAuto/Tires/Trucks
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$926,249 ▼-100.0%0NaNComputer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$911,163 ▼-100.0%0NaNETF
Apple Inc. stock logo
AAPL
Apple
$0$587,534 ▼-100.0%0NaNComputer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$471,768 ▼-100.0%0NaNETF
Nordson Corporation stock logo
NDSN
Nordson
$0$399,288 ▼-100.0%0NaNIndustrials
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$0$354,952 ▼-100.0%0NaNETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$0$342,869 ▼-100.0%0NaNETF
Oracle Corporation stock logo
ORCL
Oracle
$0$328,719 ▼-100.0%0NaNComputer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$0$310,993 ▼-100.0%0NaNRetail/Wholesale
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$0$245,968 ▼-100.0%0NaNETF
Visa Inc. stock logo
V
Visa
$0$232,304 ▼-100.0%0NaNBusiness Services
FIDELITY WISE ORIGIN BITCOIN
$0$227,710 ▼-100.0%0NaNSHS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$211,662 ▼-100.0%0NaNRetail/Wholesale
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$0$123,832 ▼-100.0%0NaNFinance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data