Southern Financial Group, Llc Portfolio Stock Holdings

Southern Financial Group, Llc disclosed 91 stock positions valued at approximately $358.0 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, FIRST TR EXCHANGE TRADED FD, and SOUTHERN CO. The filing reflects positions held as of March 31, 2026 and was filed on June 18, 2026.

Report Period
March 31, 2026
No. of Stocks
91
Portfolio Value
$358.0M
Holdings by Sector
Southern Financial Group, Llc Portfolio Holdings in Q1 2026

83 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
J P MORGAN EXCHANGE TRADED FJPIEOther17.37%1,349,253+41,516+3.17%$62,160,070
FIRST TR EXCHANGE TRADED FDSDVYOther14.36%1,303,502+11,694+0.91%$51,397,063
SOUTHERN COSOUtilities9.92%367,879-3,087-0.83%$35,507,659
JANUS DETROIT STR TRJSMDOther9.74%439,275+6,789+1.57%$34,856,463
FIRST TR EXCHANGE-TRADED FDKNGOther8.42%618,898+18,130+3.02%$30,146,496
DIAMONDBACK ENERGY INCFANGEnergy1.32%23,968-1,460-5.74%$4,740,691
APPLE INCAAPLTechnology0.73%10,344-195-1.85%$2,625,195
REGIONS FINANCIAL CORP NEWRFFinancial Services0.52%71,632-4,827-6.31%$1,871,035
FIRST TR EXCHANGE TRADED FDRDVYOther0.43%22,658+2,166+10.57%$1,547,115
SPIRE INCSRUtilities0.34%13,595-788-5.48%$1,230,846
GOLDMAN SACHS ETF TRGPIXOther0.33%23,932+10,311+75.70%$1,197,558
NVIDIA CORPORATIONNVDATechnology0.32%6,657+5+0.08%$1,160,914
AT&T INCTCommunication Services0.28%34,005+381+1.13%$985,793
VERIZON COMMUNICATIONS INCVZCommunication Services0.27%19,321+405+2.14%$969,938
BANK AMERICA CORPBACFinancial Services0.26%18,813+148+0.79%$917,121
FIRST TR EXCHANGE-TRADED FDCIBROther0.22%12,286+1,778+16.92%$770,099
AMAZON COM INCAMZNConsumer Cyclical0.20%3,480-234-6.30%$724,780
MICROSOFT CORPMSFTTechnology0.20%1,947+365+23.07%$720,781
CISCO SYS INCCSCOTechnology0.20%9,159+102+1.13%$710,647
ABBVIE INCABBVHealthcare0.20%3,265-42-1.27%$710,109
INTEL CORPINTCTechnology0.18%14,313+90+0.63%$631,628
MICRON TECHNOLOGY INCMUTechnology0.17%1,773-173-8.89%$598,864
GE AEROSPACEGEIndustrials0.17%2,108-29-1.36%$598,195
CATERPILLAR INCCATIndustrials0.16%830-63-7.05%$588,036
PFIZER INCPFEHealthcare0.16%20,513+349+1.73%$575,999
META PLATFORMS INCMETACommunication Services0.16%982+58+6.28%$561,817
ALPHABET INCGOOGCommunication Services0.15%1,880-52-2.69%$539,286
JPMORGAN CHASE & COJPMFinancial Services0.15%1,830+13+0.72%$538,405
BRISTOL-MYERS SQUIBB COBMYHealthcare0.15%8,667+74+0.86%$525,678
EXXON MOBIL CORPXOMEnergy0.14%2,959+30+1.02%$502,046
MORGAN STANLEYMSFinancial Services0.14%3,021-28-0.92%$497,218
GE VERNOVA INCGEVUtilities0.14%568+6+1.07%$495,430
CITIGROUP INCCFinancial Services0.14%4,351+14+0.32%$493,483
ORACLE CORPORCLTechnology0.14%3,322+525+18.77%$488,638
WALMART INCWMTConsumer Defensive0.13%3,745-281-6.98%$465,440
ADVANCED MICRO DEVICES INCAMDTechnology0.13%2,247+5+0.22%$457,044
PALANTIR TECHNOLOGIES INCPLTRTechnology0.12%2,995-31-1.02%$438,110
NUTRIEN LTDNTRBasic Materials0.12%5,725-115-1.97%$431,972
NRG ENERGY INCNRGUtilities0.12%2,882-32-1.10%$421,193
FORD MTR COFConsumer Cyclical0.11%34,714+776+2.29%$400,600
ENERGY TRANSFER L PETEnergy0.11%20,687-2,291-9.97%$399,260
FIDELITY NATL INFORMATION SVFISTechnology0.11%8,287+1,514+22.35%$388,739
DUKE ENERGY CORP NEWDUKUtilities0.11%2,888+13+0.45%$378,114
DOW HLDGS INCDOWBasic Materials0.10%8,936+46+0.52%$372,180
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials0.10%5,257-58-1.09%$370,671
BROADCOM INCAVGOTechnology0.10%1,158+58+5.27%$358,440
SCHWAB CHARLES CORPSCHWFinancial Services0.10%3,769+305+8.80%$354,248
INTERNATIONAL BUSINESS MACHSIBMTechnology0.10%1,450-4-0.28%$351,449
ALPHABET INCGOOGLCommunication Services0.10%1,212-94-7.20%$348,466
SALESFORCE INCCRMTechnology0.09%1,820+431+31.03%$339,780
TESLA INCTSLAConsumer Cyclical0.09%914+2+0.22%$339,701
QUALCOMM INCQCOMTechnology0.09%2,596+274+11.80%$334,347
GOLDMAN SACHS ETF TRGPIQOther0.09%6,640+6,640+100.00%$328,616
KINDER MORGAN INC DELKMIEnergy0.09%9,379+57+0.61%$314,486
CVS HEALTH CORPCVSHealthcare0.09%4,336+30+0.70%$311,391
SOFI TECHNOLOGIES INCSOFIFinancial Services0.09%19,345+1,505+8.44%$307,199
GLOBE LIFE INCGLFinancial Services0.09%2,200--$306,174
MERCK & CO INCMRKHealthcare0.09%2,543+23+0.91%$305,878
GILEAD SCIENCES INCGILDHealthcare0.08%2,132+12+0.57%$297,085
INVESCO QQQ TRQQQOther0.08%507--$292,740
CORTEVA INCCTVABasic Materials0.08%3,220+5+0.16%$269,519
DOLLAR GEN CORPDGConsumer Defensive0.07%2,259+7+0.31%$268,187
ONEOK INC NEWOKEEnergy0.07%2,921+100+3.54%$264,017
VISA INCVFinancial Services0.07%859+26+3.12%$259,556
SMURFIT WESTROCK PLCSWOther0.07%6,489+735+12.77%$258,598
UNITED PARCEL SVCS INCUPSIndustrials0.07%2,607+69+2.72%$256,523
JOHNSON & JOHNSONJNJHealthcare0.07%1,046+19+1.85%$255,591
GLOBAL PMTS INCGPNIndustrials0.07%3,651+178+5.13%$245,697
CHEVRON CORPORATIONCVXEnergy0.07%1,167+1,167+100.00%$241,367
PHILLIPS EDISON & CO INCPECOReal Estate0.07%6,450+61+0.95%$241,343
MASTEC INCMTZIndustrials0.07%739+739+100.00%$237,766
GOLDMAN SACHS GROUP INCGSFinancial Services0.07%280-17-5.72%$236,715
SLB LIMITEDSLBEnergy0.06%4,453+4,453+100.00%$228,815
ABBOTT LABORATORIESABTHealthcare0.06%2,195+274+14.26%$225,378
AEROVIRONMENT INCAVAVIndustrials0.06%1,218+136+12.57%$222,955
FIRST TR EXCHANGE TRADED FDFTXLOther0.06%1,503+1,503+100.00%$221,583
INTERNATIONAL PAPER COIPConsumer Cyclical0.06%6,110+256+4.37%$218,117
VANGUARD INDEX FDSVVOther0.06%725--$216,666
VULCAN MATLS COVMCBasic Materials0.06%762+1+0.13%$207,542
MEDICAL PROPERTIES TRUST INCMPWReal Estate0.05%36,392+6,232+20.66%$168,497
GOLDMAN SACHS BDC INCGSBDFinancial Services0.04%18,110+1,806+11.08%$160,817
INVESCO MUNI INCOME OPP TRSTOIAFinancial Services0.04%20,987+40+0.19%$128,858
WESTWATER RES INCWWRBasic Materials0.02%114,465+16,670+17.05%$74,848