Southern Capital Advisors
Latest statistics and disclosures from Southern Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSV, IVV, IJR, IEFA, IWP, and represent 47.21% of Southern Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: INTU, NFLX, IJR, IEFA, IUSV, IWP, TSLA, NVDA, GOOGL, KO.
- Started 5 new stock positions in KO, NFLX, GOOGL, ROK, TSLA.
- Reduced shares in these 10 stocks: TFC, AFL, TSCO, ORCL, GEV, GDXJ, GE, FTEC, GGLL, KMB.
- Sold out of its positions in KMB, TFC, GDXJ.
- Southern Capital Advisors was a net seller of stock by $-641k.
- Southern Capital Advisors has $217M in assets under management (AUM), dropping by 1.58%.
- Central Index Key (CIK): 0001909249
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Portfolio Holdings for Southern Capital Advisors
Southern Capital Advisors holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Vlu (IUSV) | 13.9 | $30M | +2% | 294k | 102.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 11.8 | $26M | 37k | 684.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.5 | $18M | +6% | 153k | 120.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 7.4 | $16M | +6% | 180k | 89.46 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 5.6 | $12M | +2% | 89k | 136.94 |
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| United Parcel Service CL B (UPS) | 4.2 | $9.2M | 92k | 99.19 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 4.2 | $9.0M | -2% | 40k | 224.67 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 2.7 | $6.0M | 65k | 92.25 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.6 | $5.6M | 76k | 73.28 |
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| Apple (AAPL) | 2.6 | $5.5M | 20k | 271.86 |
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| Ishares Core Msci Emkt (IEMG) | 2.5 | $5.5M | 82k | 67.22 |
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| Ishares Tr Us Industrials (IYJ) | 2.2 | $4.8M | 32k | 148.17 |
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| Ishares Tr Us Consum Discre (IYC) | 2.0 | $4.4M | 43k | 103.13 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.0 | $4.3M | +3% | 21k | 212.07 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $4.1M | 33k | 123.26 |
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| Ishares Tr Ishares Biotech (IBB) | 1.8 | $3.9M | +3% | 23k | 168.77 |
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| Procter & Gamble Company (PG) | 1.5 | $3.2M | 23k | 143.31 |
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| Intuit (INTU) | 1.2 | $2.6M | +478% | 4.0k | 662.44 |
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| Capital One Financial (COF) | 1.1 | $2.4M | 10k | 242.36 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $2.3M | +3% | 9.4k | 246.17 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.2M | 4.5k | 483.66 |
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| Ge Aerospace Com New (GE) | 0.9 | $2.0M | -11% | 6.7k | 308.04 |
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| Netflix (NFLX) | 0.9 | $2.0M | NEW | 22k | 93.76 |
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| AFLAC Incorporated (AFL) | 0.9 | $2.0M | -52% | 18k | 110.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $2.0M | 4.0k | 487.82 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.9M | +5% | 19k | 96.27 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.8 | $1.8M | 17k | 102.16 |
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| Blackrock (BLK) | 0.7 | $1.6M | 1.5k | 1070.37 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.2M | +28% | 6.3k | 186.50 |
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| Amazon (AMZN) | 0.5 | $1.1M | 4.9k | 230.81 |
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| Wal-Mart Stores (WMT) | 0.5 | $990k | 8.9k | 111.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $990k | 1.3k | 753.53 |
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| Oracle Corporation (ORCL) | 0.4 | $856k | -65% | 4.4k | 194.92 |
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| Direxion Shs Etf Tr Daily Googl 2x S (GGLL) | 0.4 | $786k | -23% | 8.1k | 96.88 |
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| Tractor Supply Company (TSCO) | 0.3 | $759k | -71% | 15k | 50.01 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $756k | +8% | 6.3k | 120.34 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $711k | 2.2k | 322.22 |
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| Boeing Company (BA) | 0.3 | $690k | 3.2k | 217.12 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $678k | +7% | 5.3k | 128.94 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.3 | $671k | +3% | 3.7k | 179.36 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $670k | 9.0k | 74.28 |
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| Merck & Co (MRK) | 0.3 | $627k | 6.0k | 105.26 |
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| Innovator Etfs Trust Power Buffer Set (PSTP) | 0.3 | $617k | 18k | 35.35 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.3 | $613k | 17k | 36.86 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.3 | $612k | 12k | 49.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $597k | 1.9k | 313.87 |
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| Meta Platforms Cl A (META) | 0.3 | $551k | +46% | 834.00 | 660.41 |
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| First Horizon National Corporation (FHN) | 0.2 | $507k | 21k | 23.90 |
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| International Business Machines (IBM) | 0.2 | $499k | 1.7k | 296.20 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $470k | 2.6k | 183.42 |
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| Home Depot (HD) | 0.2 | $448k | 1.3k | 343.99 |
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| Lowe's Companies (LOW) | 0.2 | $428k | 1.8k | 241.15 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $409k | 8.3k | 49.19 |
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| Amgen (AMGN) | 0.2 | $382k | 1.2k | 327.31 |
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| Johnson & Johnson (JNJ) | 0.2 | $380k | 1.8k | 207.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $379k | -17% | 956.00 | 396.31 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $378k | 4.0k | 94.17 |
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| Kraft Heinz (KHC) | 0.2 | $376k | 16k | 24.25 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $340k | 600.00 | 566.36 |
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| AutoZone (AZO) | 0.2 | $339k | 100.00 | 3391.50 |
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| Regions Financial Corporation (RF) | 0.2 | $338k | 13k | 27.10 |
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| Bank of America Corporation (BAC) | 0.2 | $336k | 6.1k | 55.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $330k | -6% | 484.00 | 681.94 |
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| Ge Vernova (GEV) | 0.2 | $328k | -63% | 502.00 | 653.00 |
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| Chevron Corporation (CVX) | 0.1 | $304k | +5% | 2.0k | 152.41 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $300k | 997.00 | 301.21 |
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| Kinder Morgan (KMI) | 0.1 | $296k | 11k | 27.49 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $289k | +9% | 1.9k | 148.69 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $284k | 5.0k | 56.69 |
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| Abbvie (ABBV) | 0.1 | $276k | 1.2k | 228.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $274k | 945.00 | 290.12 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $271k | 1.1k | 257.94 |
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| Tesla Motors (TSLA) | 0.1 | $264k | NEW | 586.00 | 449.96 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $263k | 6.4k | 41.08 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $254k | 1.7k | 153.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $249k | NEW | 796.00 | 313.17 |
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| Flagstar Bank National Assoc Com New (FLG) | 0.1 | $235k | 19k | 12.59 |
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| At&t (T) | 0.1 | $228k | -3% | 9.2k | 24.84 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $213k | 374.00 | 570.21 |
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| McDonald's Corporation (MCD) | 0.1 | $212k | -3% | 692.00 | 305.63 |
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| Coca-Cola Company (KO) | 0.1 | $211k | NEW | 3.0k | 69.91 |
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| Rockwell Automation (ROK) | 0.1 | $209k | NEW | 537.00 | 389.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $206k | 3.1k | 66.00 |
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| Transocean Registered Shs (RIG) | 0.1 | $145k | 35k | 4.13 |
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Past Filings by Southern Capital Advisors
SEC 13F filings are viewable for Southern Capital Advisors going back to 2021
- Southern Capital Advisors 2025 Q4 filed Jan. 28, 2026
- Southern Capital Advisors 2025 Q3 filed Nov. 4, 2025
- Southern Capital Advisors 2025 Q2 filed July 16, 2025
- Southern Capital Advisors 2025 Q1 filed April 23, 2025
- Southern Capital Advisors 2024 Q4 filed Jan. 23, 2025
- Southern Capital Advisors 2024 Q3 filed Oct. 24, 2024
- Southern Capital Advisors 2024 Q2 filed July 25, 2024
- Southern Capital Advisors 2024 Q1 filed May 3, 2024
- Southern Capital Advisors 2023 Q4 filed Jan. 22, 2024
- Southern Capital Advisors 2023 Q3 filed Oct. 31, 2023
- Southern Capital Advisors 2023 Q2 filed Aug. 3, 2023
- Southern Capital Advisors 2023 Q1 filed April 27, 2023
- Southern Capital Advisors 2022 Q4 filed Jan. 20, 2023
- Southern Capital Advisors 2022 Q3 filed Oct. 20, 2022
- Southern Capital Advisors 2022 Q2 filed July 20, 2022
- Southern Capital Advisors 2022 Q1 filed May 4, 2022