Southern Capital Advisors, LLC Top Holdings and 13F Report (2024) About Southern Capital Advisors, LLCInvestment ActivitySouthern Capital Advisors, LLC has $177.75 million in total holdings as of September 30, 2024.Southern Capital Advisors, LLC owns shares of 75 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.24% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Southern Capital Advisors, LLC has purchased 73 new stocks and bought additional shares in 43 stocks.Southern Capital Advisors, LLC sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P U.S. Value ETF $24,949,190iShares Core S&P 500 ETF $19,666,022iShares Core MSCI EAFE ETF $14,025,646United Parcel Service $12,775,789iShares Russell Mid-Cap Growth ETF $10,404,359 Largest New Holdings this Quarter Alphabet $311,930 HoldingRTX $310,134 HoldingKimberly-Clark $241,876 HoldingAbbVie $235,193 HoldingMcDonald's $208,893 Holding Largest Purchases this Quarter UnitedHealth Group 3,250 shares (about $1.90M)Broadcom 10,920 shares (about $1.88M)iShares Core S&P U.S. Value ETF 9,943 shares (about $949.46K)iShares Core S&P Small-Cap ETF 4,749 shares (about $555.45K)Microsoft 1,128 shares (about $485.35K) Largest Sales this Quarter United Parcel Service 2,745 shares (about $374.25K)Meta Platforms 575 shares (about $329.15K)Coca-Cola 1,958 shares (about $140.70K)Chevron 832 shares (about $122.51K)International Business Machines 527 shares (about $116.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSouthern Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIUSViShares Core S&P U.S. Value ETF$24,949,190$949,459 ▲4.0%261,27514.0%ManufacturingIVViShares Core S&P 500 ETF$19,666,022$223,228 ▲1.1%34,09411.1%ETFIEFAiShares Core MSCI EAFE ETF$14,025,646$468,924 ▲3.5%179,7017.9%ETFUPSUnited Parcel Service$12,775,789$374,255 ▼-2.8%93,7057.2%TransportationIWPiShares Russell Mid-Cap Growth ETF$10,404,359$344,951 ▲3.4%88,7065.9%ETFIJRiShares Core S&P Small-Cap ETF$8,881,877$555,446 ▲6.7%75,9395.0%ETFFTECFidelity MSCI Information Technology Index ETF$7,524,461$8,027 ▲0.1%43,1204.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,895,693$108,620 ▲2.3%85,2762.8%ETFAAPLApple$4,737,384$4,427 ▲0.1%20,3322.7%Computer and TechnologyFCOMFidelity MSCI Communication Services Index ETF$4,290,747$276,227 ▲6.9%77,9002.4%ETFIYJiShares U.S. Industrials ETF$3,914,163$133,003 ▲3.5%29,2822.2%ETFPGProcter & Gamble$3,866,329$132,844 ▲3.6%22,3232.2%Consumer StaplesIYCiShares U.S. Consumer Discretionary ETF$3,689,735$79,411 ▲2.2%41,9572.1%ETFIYGiShares U.S. Financial Services ETF$3,639,023$278,188 ▲8.3%51,2392.0%ETFMSFTMicrosoft$3,628,108$485,354 ▲15.4%8,4322.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$3,554,958$120,264 ▲3.5%37,1272.0%ETFIVEiShares S&P 500 Value ETF$2,978,386$131,115 ▲4.6%15,1061.7%ETFIHEiShares U.S. Pharmaceuticals ETF$2,844,140$31,633 ▲1.1%40,2801.6%ETFWMTWalmart$2,675,565$73,079 ▲2.8%33,1341.5%Retail/WholesaleINTUIntuit$2,250,259$10,556 ▼-0.5%3,6241.3%Computer and TechnologyUNHUnitedHealth Group$2,147,004$1,900,262 ▲770.1%3,6721.2%MedicalAVGOBroadcom$2,099,783$1,883,647 ▲871.5%12,1731.2%Computer and TechnologyAFLAflac$1,913,463$3,801 ▲0.2%17,1151.1%FinanceGEGeneral Electric$1,739,597$65,435 ▼-3.6%9,2251.0%TransportationVUGVanguard Growth ETF$1,520,685$3,455 ▲0.2%3,9610.9%ETFIWRiShares Russell Mid-Cap ETF$1,461,785$1,675 ▼-0.1%16,5850.8%ETFBLKBlackRock$1,370,108$37,979 ▼-2.7%1,4430.8%FinanceFDISFidelity MSCI Consumer Discretionary Index ETF$1,207,955$6,456 ▲0.5%13,6580.7%ETFIWMiShares Russell 2000 ETF$1,179,865$62,296 ▲5.6%5,3410.7%FinanceORCLOracle$915,392$2,556 ▲0.3%5,3720.5%Computer and TechnologyAMZNAmazon.com$872,584$93,165 ▲12.0%4,6830.5%Retail/WholesaleVGTVanguard Information Technology ETF$830,071$587 ▲0.1%1,4150.5%ETFXOMExxon Mobil$642,708$83,577 ▲14.9%5,4830.4%Oils/EnergyMRKMerck & Co., Inc.$642,293$120,146 ▲23.0%5,6560.4%MedicalTSCOTractor Supply$636,489$2,618 ▲0.4%2,1880.4%Retail/WholesaleFHLCFidelity MSCI Health Care Index ETF$634,900$2,184 ▲0.3%8,7210.4%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$619,052$9,429 ▼-1.5%19,6310.3%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$610,598$7,721 ▼-1.2%13,8400.3%ETFSFLRInnovator Equity Managed Floor ETF$607,362$10,720 ▼-1.7%19,0930.3%ETFGE VERNOVA INC$585,191$41,818 ▼-6.7%2,2950.3%COMNVDANVIDIA$551,945$34,610 ▼-5.9%4,5450.3%Computer and TechnologyBABoeing$524,234$197,652 ▲60.5%3,4480.3%AerospaceHDHome Depot$518,556$147,869 ▲39.9%1,2800.3%Retail/WholesaleJPMJPMorgan Chase & Co.$432,502$142,551 ▲49.2%2,0510.2%FinanceFSTAFidelity MSCI Consumer Staples Index ETF$411,065$3,063 ▼-0.7%8,0520.2%ETFFHNFirst Horizon$398,745$172,195 ▲76.0%25,6760.2%FinanceAMGNAmgen$376,342$79,264 ▼-17.4%1,1680.2%MedicalIBMInternational Business Machines$366,544$116,507 ▼-24.1%1,6580.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$359,581$1,644 ▲0.5%3,9380.2%ETFIBBiShares Biotechnology ETF$319,757$437 ▲0.1%2,1960.2%FinanceAZOAutoZone$315,0040.0%1000.2%Retail/WholesaleGOOGAlphabet$311,930$311,930 ▲New Holding1,8660.2%Computer and TechnologyRTXRTX$310,134$310,134 ▲New Holding2,5600.2%AerospaceMETAMeta Platforms$300,531$329,153 ▼-52.3%5250.2%Computer and TechnologyISRGIntuitive Surgical$294,7620.0%6000.2%MedicalLOWLowe's Companies$291,896$1,354 ▲0.5%1,0780.2%Retail/WholesaleJNJJohnson & Johnson$290,171$100,126 ▼-25.7%1,7910.2%MedicalRFRegions Financial$273,946$93 ▲0.0%11,7420.2%FinanceCVXChevron$253,412$122,509 ▼-32.6%1,7210.1%Oils/EnergyFDVVFidelity High Dividend ETF$253,2500.0%5,0000.1%ETFIYMiShares U.S. Basic Materials ETF$242,723$901 ▲0.4%1,6160.1%ETFKMBKimberly-Clark$241,876$241,876 ▲New Holding1,7000.1%Consumer StaplesBACBank of America$241,324$278 ▲0.1%6,0820.1%FinanceSPYSPDR S&P 500 ETF Trust$240,923$1,147 ▼-0.5%4200.1%FinanceABBVAbbVie$235,193$235,193 ▲New Holding1,1910.1%MedicalGLDSPDR Gold Shares$232,3650.0%9560.1%FinanceARM HOLDINGS PLC$231,8190.0%1,6210.1%SPONSORED ADSSOXXiShares Semiconductor ETF$228,675$461 ▲0.2%9920.1%ETFTFCTruist Financial$224,074$2,609 ▲1.2%5,2390.1%FinanceKOCoca-Cola$216,658$140,702 ▼-39.4%3,0150.1%Consumer StaplesMCDMcDonald's$208,893$208,893 ▲New Holding6860.1%Retail/WholesaleKMIKinder Morgan$207,094$207,094 ▲New Holding9,3750.1%Oils/EnergyDGDollar General$200,854$200,854 ▲New Holding2,3750.1%Retail/WholesaleNEW YORK CMNTY BANCORP INC$138,905$138,905 ▲New Holding12,3690.1%COM NEWRIGTransocean$76,5040.0%18,0010.0%Oils/EnergyNOWServiceNow$0$1,788,099 ▼-100.0%00.0%Computer and TechnologyVZVerizon Communications$0$282,262 ▼-100.0%00.0%Computer and TechnologyMMM3M$0$232,273 ▼-100.0%00.0%Multi-Sector ConglomeratesNVDLGraniteShares 2x Long NVDA Daily ETF$0$229,515 ▼-100.0%00.0%ETFCSCOCisco Systems$0$200,502 ▼-100.0%00.0%Computer and TechnologyNYCBNew York Community Bancorp$0$119,425 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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