Top 50 Southern Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JIII | JANUS DETROIT STR TR | 18.78% | 1.36M | $67.2M | +2.13%(+28.32K) | $50.83(-1.90%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 17.37% | 1.35M | $62.2M | +3.17%(+41.52K) | $46.34(-0.98%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 14.36% | 1.30M | $51.4M | +0.91%(+11.69K) | $38.18(+13.05%) | 2026-03-31 | |
| SO | SOUTHERN CO | 9.92% | 367.9K | $35.5M | -0.83%(-3.09K) | $90.98(+7.69%) | 2026-03-31 | |
| JSMD | JANUS DETROIT STR TR | 9.74% | 439.3K | $34.9M | +1.57%(+6.79K) | $82.55(+18.42%) | 2026-03-31 | |
| FHEQ | FIDELITY GREENWOOD STREET TR | 8.73% | 1.06M | $31.3M | +1.40%(+14.68K) | $30.79(+7.32%) | 2026-03-31 | |
| KNG | FIRST TR EXCHANGE-TRADED FD | 8.42% | 618.9K | $30.1M | +3.02%(+18.13K) | $49.22(+4.89%) | 2026-03-31 | |
| FANG | DIAMONDBACK ENERGY INC | 1.32% | 24.0K | $4.7M | -5.74%(-1.46K) | $146.72(+17.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.73% | 10.3K | $2.6M | -1.85%(-195) | $263.24(+17.24%) | 2026-03-31 | |
| RF | REGIONS FINANCIAL CORP NEW | 0.52% | 71.6K | $1.9M | -6.31%(-4.83K) | $26.74(+13.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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