Southern Capital Services

Latest statistics and disclosures from Southern Capital Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are XLK, TDVI, JEPQ, VHT, XLF, and represent 43.56% of Southern Capital Services's stock portfolio.
  • Added to shares of these 10 stocks: AVDV (+$6.2M), AVUV (+$6.2M), GRID, XLK, XLF, AIRR, JEPQ, TDVI, VCR, VOX.
  • Started 2 new stock positions in AVDV, AVUV.
  • Reduced shares in these 10 stocks: SDVD (-$12M), JEPI, XLE, XAR, QDPL, XLB, VDC, XLI, VHT, XLU.
  • Southern Capital Services was a net seller of stock by $-295k.
  • Southern Capital Services has $156M in assets under management (AUM), dropping by -1.94%.
  • Central Index Key (CIK): 0000711987

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Portfolio Holdings for Southern Capital Services

Southern Capital Services holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr State Street Tec (XLK) 14.8 $23M +3% 174k 132.90
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First Tr Exchange-traded Ft Vest Tec (TDVI) 9.6 $15M +2% 560k 26.56
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 6.9 $11M +4% 192k 55.52
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Vanguard World Health Car Etf (VHT) 6.4 $10M 37k 272.33
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Select Sector Spdr Tr State Street Fin (XLF) 5.9 $9.2M +6% 186k 49.37
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First Tr Exchange Traded Rba Indl Etf (AIRR) 5.0 $7.8M +7% 71k 110.78
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Vanguard World Consum Dis Etf (VCR) 5.0 $7.8M +2% 22k 359.02
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Blackrock Etf Trust Ishares Us Larg (BALI) 4.6 $7.1M 231k 30.81
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Spdr Series Trust State Street Spd (XAR) 4.1 $6.4M -11% 25k 253.98
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.0 $6.2M NEW 62k 99.86
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $6.2M NEW 56k 110.47
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Vanguard World Comm Srvc Etf (VOX) 3.9 $6.0M +3% 34k 179.84
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Apple (AAPL) 3.8 $5.9M 23k 253.79
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Vanguard World Consum Stp Etf (VDC) 3.1 $4.8M -4% 21k 224.59
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.9 $4.5M +59% 27k 163.58
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Select Sector Spdr Tr State Street Ene (XLE) 2.5 $3.9M -24% 63k 61.26
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J P Morgan Exchange Traded F Equity Premium (JEPI) 2.4 $3.7M -33% 65k 56.68
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 2.3 $3.6M -9% 89k 40.14
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Select Sector Spdr Tr State Street Uti (XLU) 1.8 $2.8M -3% 61k 45.89
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Select Sector Spdr Tr State Street Mat (XLB) 1.5 $2.4M -8% 47k 49.97
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Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.1M 24k 88.70
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Etf Ser Solutions Defiance Quantum (QTUM) 1.3 $2.0M 19k 107.30
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Select Sector Spdr Tr State Street Ind (XLI) 1.1 $1.7M -11% 10k 161.73
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Exxon Mobil Corporation (XOM) 0.8 $1.2M 7.3k 169.66
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First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.3 $511k -96% 24k 21.70
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $441k +31% 12k 38.42
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Microsoft Corporation (MSFT) 0.2 $336k 907.00 370.26
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $283k 6.2k 45.97
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NVIDIA Corporation (NVDA) 0.1 $213k 1.2k 174.34
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Past Filings by Southern Capital Services

SEC 13F filings are viewable for Southern Capital Services going back to 2025