SS
| |
Southern Style Financial, Inc.13F | |
| Southern Style Financial, Inc. | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
Southern Style Financial, Inc.... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 0 | 0 | Sold Out | 0.000 | -12.81% | 0.000 | +3.01% | +4.07% | 19,397.3 | ||
IAU | iShares Gold Trust | 0 | 0 | Sold Out | 0.000 | -3.53% | 0.000 | -0.89% | +29.30% | 48,362.1 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -0.28% | 0.000 | +13.00% | +20.64% | 142,571.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 0 | 0 | Sold Out | 0.000 | -3.24% | 0.000 | +19.53% | -1.79% | 81,722.0 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -32.79% | 0.000 | +23.24% | +8.44% | 638,261.6 | ||
VOO | Vanguard S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -0.38% | 0.000 | +23.24% | +8.41% | 664,751.6 | ||
VTI | Vanguard Total Stock Market ETF | 0 | 0 | Sold Out | 0.000 | -0.74% | 0.000 | +23.44% | +7.97% | 479,359.9 | ||
AAPL | Apple Inc | 0 | 0 | Sold Out | 0.000 | -0.48% | 0.000 | +10.64% | -14.57% | 3,187,653.3 | Hardware | |
AMZN | Amazon.com Inc | 0 | 0 | Sold Out | 0.000 | -0.17% | 0.000 | +36.83% | +4.36% | 2,430,613.9 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 0 | 0 | Sold Out | 0.000 | -3.48% | 0.000 | -0.74% | +3.87% | 421,063.8 | Retail - Defensive |
Southern Style Financial, Inc.'s Historical Top Holdings Breakdowns
Southern Style Financial, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Sold Out Sold Out | -32.79% | 498.8 ($573.99) 620.9 | $634.39 | 10.52% | Sold Out | 0 | -68,779 | |
CGCB | Capital Group Core Bond ETF | 2025-06-30 | Sold Out Sold Out | -14.57% | 25.77 ($26.07) 26.52 | $26.20 | 0.52% | Sold Out | 0 | -697,633 | |
FBND | Fidelity Total Bond ETF | 2025-06-30 | Sold Out Sold Out | -12.81% | 44.68 ($45.27) 45.96 | $45.65 | 0.83% | Sold Out | 0 | -352,577 | |
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 2025-06-30 | Sold Out Sold Out | -11.25% | 49.79 ($50.19) 50.59 | $50.49 | 0.60% | Sold Out | 0 | -279,382 | |
IAU | iShares Gold Trust | 2025-06-30 | Sold Out Sold Out | -3.53% | 56.1 ($61.92) 64.74 | $64.02 | 3.38% | Sold Out | 0 | -88,145 | |
COST | Costco Wholesale Corp | 2025-06-30 | Sold Out Sold Out | -3.48% | 908.13 ($993.18) 1056.85 | $949.46 | -4.40% | Sold Out | 0 | -4,679 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Sold Out Sold Out | -3.24% | 90.56 ($103.39) 109.49 | $112.43 | 8.74% | Sold Out | 0 | -34,735 | |
MSFT | Microsoft Corp | 2025-06-30 | Sold Out Sold Out | -2.78% | 354.56 ($433.34) 497.45 | $510.99 | 17.92% | Sold Out | 0 | -8,125 | |
STZ | Constellation Brands Inc | 2025-06-30 | Sold Out Sold Out | -2.49% | 160 ($179.43) 195.62 | $168.53 | -6.07% | Sold Out | 0 | -13,891 | |
VZ | Verizon Communications Inc | 2025-06-30 | Sold Out Sold Out | -2.48% | 41.67 ($43.34) 45.62 | $43.01 | -0.77% | Sold Out | 0 | -76,476 |
Southern Style Financial, Inc. Total Holding History ($B)
Southern Style Financial, Inc.'s Asset Allocation
Southern Style Financial, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Southern Style Financial, Inc.'s Hypothetical Growth since 2025-06-30
Southern Style Financial, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Southern Style Financial, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers