Southern Capital Advisors as of June 30, 2024
Portfolio Holdings for Southern Capital Advisors
Southern Capital Advisors holds 73 positions in its portfolio as reported in the June 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 | $22M | 251k | 88.13 | |
Ishares Tr Core S&p500 Etf (IVV) | 11.3 | $18M | 34k | 547.23 | |
United Parcel Service CL B (UPS) | 8.1 | $13M | 97k | 136.85 | |
Ishares Tr Core Msci Eafe (IEFA) | 7.8 | $13M | 174k | 72.64 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 5.8 | $9.5M | 86k | 110.35 | |
Ishares Tr Core S&p Scp Etf (IJR) | 4.7 | $7.6M | 71k | 106.66 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 4.5 | $7.4M | 43k | 171.52 | |
Ishares Core Msci Emkt (IEMG) | 2.7 | $4.5M | 83k | 53.53 | |
Apple (AAPL) | 2.6 | $4.3M | 20k | 210.62 | |
Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.3 | $3.8M | 73k | 52.23 | |
Procter & Gamble Company (PG) | 2.2 | $3.6M | 22k | 164.92 | |
Ishares Tr Us Industrials (IYJ) | 2.1 | $3.4M | 28k | 119.44 | |
Ishares Tr Us Consum Discre (IYC) | 2.1 | $3.3M | 41k | 81.28 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $3.3M | 36k | 92.54 | |
Microsoft Corporation (MSFT) | 2.0 | $3.3M | 7.3k | 446.96 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 1.9 | $3.1M | 47k | 65.21 | |
Ishares Tr U.s. Pharma Etf (IHE) | 1.6 | $2.6M | 40k | 66.32 | |
Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $2.6M | 14k | 182.01 | |
Intuit (INTU) | 1.5 | $2.4M | 3.6k | 657.20 | |
Wal-Mart Stores (WMT) | 1.3 | $2.2M | 32k | 67.71 | |
Broadcom (AVGO) | 1.2 | $2.0M | 1.3k | 1605.75 | |
Servicenow (NOW) | 1.1 | $1.8M | 2.3k | 786.67 | |
AFLAC Incorporated (AFL) | 0.9 | $1.5M | 17k | 89.31 | |
Ge Aerospace Com New (GE) | 0.9 | $1.5M | 9.6k | 158.97 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.5M | 4.0k | 374.00 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $1.3M | 17k | 81.08 | |
BlackRock | 0.7 | $1.2M | 1.5k | 787.47 | |
Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.7 | $1.1M | 14k | 81.01 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.0M | 5.1k | 202.88 | |
Vanguard World Inf Tech Etf (VGT) | 0.5 | $816k | 1.4k | 576.75 | |
Amazon (AMZN) | 0.5 | $808k | 4.2k | 193.25 | |
Oracle Corporation (ORCL) | 0.5 | $756k | 5.4k | 141.21 | |
Innovator Etfs Trust Power Buffer Set (PSTP) | 0.4 | $608k | 20k | 30.48 | |
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.4 | $601k | 14k | 42.87 | |
Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.4 | $600k | 19k | 30.89 | |
NVIDIA Corporation (NVDA) | 0.4 | $597k | 4.8k | 123.54 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $596k | 8.7k | 68.60 | |
Tractor Supply Company (TSCO) | 0.4 | $588k | 2.2k | 270.00 | |
Merck & Co (MRK) | 0.4 | $569k | 4.6k | 123.80 | |
Meta Platforms Cl A Call Option (META) | 0.3 | $555k | 1.1k | 504.22 | |
Exxon Mobil Corporation (XOM) | 0.3 | $549k | 4.8k | 115.11 | |
Amgen (AMGN) | 0.3 | $442k | 1.4k | 312.41 | |
Ge Vernova (GEV) | 0.3 | $422k | 2.5k | 171.51 | |
Chevron Corporation (CVX) | 0.2 | $399k | 2.6k | 156.41 | |
Boeing Company (BA) | 0.2 | $391k | 2.1k | 182.01 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $385k | 8.1k | 47.40 | |
International Business Machines (IBM) | 0.2 | $378k | 2.2k | 172.96 | |
Johnson & Johnson (JNJ) | 0.2 | $352k | 2.4k | 146.14 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $329k | 3.9k | 83.97 | |
Coca-Cola Company (KO) | 0.2 | $317k | 5.0k | 63.65 | |
Home Depot (HD) | 0.2 | $315k | 915.00 | 344.10 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $301k | 2.2k | 137.27 | |
AutoZone (AZO) | 0.2 | $296k | 100.00 | 2964.10 | |
Verizon Communications (VZ) | 0.2 | $282k | 6.8k | 41.24 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $278k | 1.4k | 202.25 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $267k | 600.00 | 444.85 | |
Arm Holdings Sponsored Ads (ARM) | 0.2 | $265k | 1.6k | 163.62 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $244k | 990.00 | 246.68 | |
Bank of America Corporation (BAC) | 0.1 | $242k | 6.1k | 39.77 | |
Lowe's Companies (LOW) | 0.1 | $237k | 1.1k | 220.38 | |
Regions Financial Corporation (RF) | 0.1 | $235k | 12k | 20.04 | |
Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $234k | 5.0k | 46.78 | |
3M Company (MMM) | 0.1 | $232k | 2.3k | 102.19 | |
First Horizon National Corporation (FHN) | 0.1 | $230k | 15k | 15.77 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $230k | 422.00 | 544.01 | |
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $230k | 3.3k | 69.55 | |
Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $225k | 1.6k | 140.01 | |
UnitedHealth (UNH) | 0.1 | $215k | 422.00 | 509.49 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $206k | 956.00 | 215.01 | |
Truist Financial Corp equities (TFC) | 0.1 | $201k | 5.2k | 38.85 | |
Cisco Systems (CSCO) | 0.1 | $201k | 4.2k | 47.51 | |
New York Community Ban | 0.1 | $119k | 37k | 3.22 | |
Transocean Registered Shs (RIG) | 0.1 | $96k | 18k | 5.35 |