Southern Style Financial, Inc. Portfolio Holdings by Sector

Southern Style Financial, Inc.

$124 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV FBND SLQD IAU IJR VOO SPTL IEFA 9 stocks	$80 Million 75.97% of portfolio	9	-	9	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$4.3 Million 4.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$3.76 Million 3.57% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$3.07 Million 2.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$3.06 Million 2.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.53 Million 2.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$2.05 Million 1.95% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAND 1 stocks	$1.89 Million 1.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$930,946 0.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$926,249 0.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$911,163 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$587,534 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials NDSN 1 stocks	$399,288 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$310,993 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$232,304 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$211,662 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services MUC 1 stocks	$123,832 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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