SOUTHERN FINANCIAL GROUP, LLC

PrivateCIK: 2140714
Location

BIRMINGHAM, AL

91
Positions
$357.96M
Total AUM (reported)
7.33M
Total Shares

Allocation by class

TOTAL AUM$357.96M91 positions
COM$67.73M18.9%
HENDERSON INCOME$67.22M18.8%
INCOME ETF$62.16M17.4%
SMID RISNG ETF$51.40M14.4%
HENDERSN SML ETF$34.86M9.7%
HEDGED EQTY ETF$31.27M8.7%
FT VEST S&P 500$30.15M8.4%

Portfolio Concentration

Top 350.5%4–1039.4%11–253.8%Rest6.3%TOP 1089.9%0%100%
Top 3$180.78M50.5%
4–10$141.01M39.4%
11–25$13.71M3.8%
Rest$22.45M6.3%

Top 3 weight

50.5%

Top 10 weight

89.9%

Voting Authority Distribution

Total shares with voting rights: 7.33M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.33M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole91
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings91
Rows:

JANUS DETROIT STR TR

SOLE
HENDERSON INCOME
Shares1.36M
TypeSH
Market value$67.22M
18.78%
Sole
0.00
Shared
0.00
None
1.36M

J P MORGAN EXCHANGE TRADED F

SOLE
INCOME ETF
Shares1.35M
TypeSH
Market value$62.16M
17.37%
Sole
0.00
Shared
0.00
None
1.35M

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares1.30M
TypeSH
Market value$51.40M
14.36%
Sole
0.00
Shared
0.00
None
1.30M

SOUTHERN CO

SOLE
COM
Shares367.88K
TypeSH
Market value$35.51M
9.92%
Sole
0.00
Shared
0.00
None
367.88K

JANUS DETROIT STR TR

SOLE
HENDERSN SML ETF
Shares439.27K
TypeSH
Market value$34.86M
9.74%
Sole
0.00
Shared
0.00
None
439.27K

FIDELITY GREENWOOD STREET TR

SOLE
HEDGED EQTY ETF
Shares1.06M
TypeSH
Market value$31.27M
8.73%
Sole
0.00
Shared
0.00
None
1.06M

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST S&P 500
Shares618.90K
TypeSH
Market value$30.15M
8.42%
Sole
0.00
Shared
0.00
None
618.90K

DIAMONDBACK ENERGY INC

SOLE
COM
Shares23.97K
TypeSH
Market value$4.74M
1.32%
Sole
0.00
Shared
0.00
None
23.97K

APPLE INC

SOLE
COM
Shares10.34K
TypeSH
Market value$2.63M
0.73%
Sole
0.00
Shared
0.00
None
10.34K

REGIONS FINANCIAL CORP NEW

SOLE
COM
Shares71.63K
TypeSH
Market value$1.87M
0.52%
Sole
0.00
Shared
0.00
None
71.63K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares22.66K
TypeSH
Market value$1.55M
0.43%
Sole
0.00
Shared
0.00
None
22.66K

SPIRE INC

SOLE
COM
Shares13.60K
TypeSH
Market value$1.23M
0.34%
Sole
0.00
Shared
0.00
None
13.60K

GOLDMAN SACHS ETF TR

SOLE
S&P 500 PREMIUM
Shares23.93K
TypeSH
Market value$1.20M
0.33%
Sole
0.00
Shared
0.00
None
23.93K

NVIDIA CORPORATION

SOLE
COM
Shares6.66K
TypeSH
Market value$1.16M
0.32%
Sole
0.00
Shared
0.00
None
6.66K

AT&T INC

SOLE
COM
Shares34.01K
TypeSH
Market value$985.8K
0.28%
Sole
0.00
Shared
0.00
None
34.01K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares19.32K
TypeSH
Market value$969.9K
0.27%
Sole
0.00
Shared
0.00
None
19.32K

BANK AMERICA CORP

SOLE
COM
Shares18.81K
TypeSH
Market value$917.1K
0.26%
Sole
0.00
Shared
0.00
None
18.81K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares12.29K
TypeSH
Market value$770.1K
0.22%
Sole
0.00
Shared
0.00
None
12.29K

FIRST TR EXCHANGE-TRADED FD

SOLE
VEST INVESTMENT
Shares37.68K
TypeSH
Market value$737.9K
0.21%
Sole
0.00
Shared
0.00
None
37.68K

AMAZON COM INC

SOLE
COM
Shares3.48K
TypeSH
Market value$724.8K
0.20%
Sole
0.00
Shared
0.00
None
3.48K

MICROSOFT CORP

SOLE
COM
Shares1.95K
TypeSH
Market value$720.8K
0.20%
Sole
0.00
Shared
0.00
None
1.95K

CISCO SYS INC

SOLE
COM
Shares9.16K
TypeSH
Market value$710.6K
0.20%
Sole
0.00
Shared
0.00
None
9.16K

ABBVIE INC

SOLE
COM
Shares3.27K
TypeSH
Market value$710.1K
0.20%
Sole
0.00
Shared
0.00
None
3.27K

FIRST TR EXCHANGE-TRADED FD

SOLE
VEST HIGH YIELD
Shares36.08K
TypeSH
Market value$694.9K
0.19%
Sole
0.00
Shared
0.00
None
36.08K

INTEL CORP

SOLE
COM
Shares14.31K
TypeSH
Market value$631.6K
0.18%
Sole
0.00
Shared
0.00
None
14.31K
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