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, UPS, IWP, and represent 44.94% of Southern Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJR, FUTY, AFL, BLK, IYG, IUSV, TSCO, IVV, MGK, GOOGL.
- Started 5 new stock positions in GOOGL, FUTY, MGK, BLK, FLTB.
- Reduced shares in these 10 stocks: IHE, IEFA, UNH, , IEMG, UPS, ARM, TFC, KO, DG.
- Sold out of its positions in ARM, BlackRock, KO, DG, IHE, TFC.
- Southern Capital Advisors was a net buyer of stock by $3.3M.
- Southern Capital Advisors has $181M in assets under management (AUM), dropping by 1.68%.
- Central Index Key (CIK): 0001909249
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Portfolio Holdings for Southern Capital Advisors
Southern Capital Advisors holds 74 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Vlu (IUSV) | 13.6 | $25M | 266k | 92.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 11.3 | $20M | 35k | 588.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 7.3 | $13M | +50% | 114k | 115.22 |
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| United Parcel Service CL B (UPS) | 6.4 | $12M | -2% | 92k | 126.10 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 6.3 | $11M | 90k | 126.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.9 | $11M | -16% | 151k | 70.28 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 4.3 | $7.8M | -2% | 42k | 184.88 |
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| Apple (AAPL) | 2.8 | $5.0M | -2% | 20k | 250.42 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.6 | $4.7M | +2% | 80k | 58.70 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 2.5 | $4.6M | +15% | 59k | 77.81 |
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| Ishares Tr Us Consum Discre (IYC) | 2.3 | $4.2M | +3% | 43k | 96.14 |
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| Ishares Core Msci Emkt (IEMG) | 2.2 | $4.0M | -9% | 77k | 52.22 |
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| Ishares Tr Us Industrials (IYJ) | 2.2 | $4.0M | +2% | 30k | 133.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.1 | $3.8M | 37k | 101.53 |
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| Procter & Gamble Company (PG) | 2.1 | $3.8M | 22k | 167.65 |
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| Microsoft Corporation (MSFT) | 2.0 | $3.7M | +3% | 8.7k | 421.50 |
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| AFLAC Incorporated (AFL) | 1.9 | $3.4M | +90% | 33k | 103.44 |
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| Wal-Mart Stores (WMT) | 1.7 | $3.0M | 33k | 90.35 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $2.9M | 15k | 190.88 |
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| Broadcom (AVGO) | 1.6 | $2.8M | 12k | 231.84 |
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| Intuit (INTU) | 1.2 | $2.2M | -4% | 3.5k | 628.48 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 1.2 | $2.1M | NEW | 43k | 48.77 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.6M | 4.0k | 410.39 |
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| Ge Aerospace Com New (GE) | 0.9 | $1.5M | 9.3k | 166.79 |
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| Blackrock (BLK) | 0.8 | $1.5M | NEW | 1.4k | 1025.13 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $1.5M | 17k | 88.40 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.7 | $1.3M | 14k | 97.46 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.2M | 5.4k | 220.96 |
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| Amazon (AMZN) | 0.6 | $1.1M | +2% | 4.8k | 219.39 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.0M | +14% | 1.6k | 621.98 |
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| Oracle Corporation (ORCL) | 0.5 | $897k | 5.4k | 166.64 |
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| Ge Vernova (GEV) | 0.4 | $686k | -9% | 2.1k | 328.93 |
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| NVIDIA Corporation (NVDA) | 0.4 | $639k | +4% | 4.8k | 134.29 |
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| Innovator Etfs Trust Power Buffer Set (PSTP) | 0.4 | $636k | 20k | 32.03 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.4 | $633k | 14k | 44.91 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.3 | $629k | 19k | 32.65 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $602k | +2% | 5.6k | 107.57 |
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| Tractor Supply Company (TSCO) | 0.3 | $583k | +401% | 11k | 53.06 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $572k | 8.8k | 65.35 |
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| Merck & Co (MRK) | 0.3 | $569k | 5.7k | 99.48 |
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| Boeing Company (BA) | 0.3 | $557k | -8% | 3.1k | 177.00 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $503k | +2% | 2.1k | 239.76 |
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| Home Depot (HD) | 0.3 | $501k | 1.3k | 388.86 |
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| Lowe's Companies (LOW) | 0.2 | $433k | +62% | 1.8k | 246.85 |
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| First Horizon National Corporation (FHN) | 0.2 | $419k | -18% | 21k | 20.14 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $400k | 8.1k | 49.43 |
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| International Business Machines (IBM) | 0.2 | $366k | 1.7k | 219.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $355k | 1.9k | 190.44 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $351k | 4.0k | 88.78 |
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| Meta Platforms Cl A (META) | 0.2 | $321k | +4% | 549.00 | 585.51 |
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| AutoZone (AZO) | 0.2 | $320k | 100.00 | 3202.00 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $313k | 600.00 | 521.96 |
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| Amgen (AMGN) | 0.2 | $304k | 1.2k | 260.64 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $300k | 2.6k | 115.73 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $291k | 2.2k | 132.22 |
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| Regions Financial Corporation (RF) | 0.2 | $276k | 12k | 23.52 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $276k | NEW | 803.00 | 343.41 |
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| Bank of America Corporation (BAC) | 0.1 | $268k | 6.1k | 43.95 |
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| Johnson & Johnson (JNJ) | 0.1 | $260k | 1.8k | 144.60 |
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| Kinder Morgan (KMI) | 0.1 | $257k | 9.4k | 27.40 |
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| Chevron Corporation (CVX) | 0.1 | $254k | 1.8k | 144.84 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $250k | 5.0k | 49.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $240k | -2% | 409.00 | 585.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $232k | 957.00 | 242.13 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $223k | 1.7k | 131.04 |
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| Abbvie (ABBV) | 0.1 | $219k | +3% | 1.2k | 177.71 |
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| UnitedHealth (UNH) | 0.1 | $218k | -88% | 430.00 | 505.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $217k | NEW | 1.1k | 189.23 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $215k | NEW | 4.3k | 49.63 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $214k | 993.00 | 215.44 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $211k | 1.6k | 129.90 |
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| McDonald's Corporation (MCD) | 0.1 | $205k | +2% | 706.00 | 289.89 |
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| Flagstar Financial Com New (FLG) | 0.1 | $174k | +50% | 19k | 9.33 |
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| Transocean Registered Shs (RIG) | 0.0 | $86k | +27% | 23k | 3.75 |
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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 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
- Southern Capital Advisors 2021 Q4 filed Feb. 4, 2022