Southern Capital Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Southern Capital Advisors, LLC reported 74 stock positions worth $180.7 million. Its top holding was iShares Core S&P U.S. Value (IUSV) at 13.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.3%) and iShares Core S&P Small-Cap E (IJR, 7.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 49 and reduced 14. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +50%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Jackson, TN
- CIK
- 0001909249
- Portfolio Value
- $180.7M (Q4 2024)
- SEC Filing
- 0001667731-25-000114 ↗ filed Jan 23, 2025
Holdings Value
Holdings 74 stocks · $180.7M
| IUSV iShares Core S&P U.S. Value | 13.64% | 266,348 | $24.7M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 11.31% | 34,737 | $20.4M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 7.28% | 114,221 | $13.2M | Add +50.4% |
| UPS United Parcel Service Class B | 6.40% | 91,726 | $11.6M | Reduce -2.1% |
| IWP iShares Russell Mid-Cap Grow | 6.30% | 89,843 | $11.4M | Add +1.3% |
| IEFA iShares Core MSCI Eafe ETF | 5.85% | 150,517 | $10.6M | Reduce -16.2% |
| FTEC Fidelity MSCI Info Tech Indx | 4.30% | 42,038 | $7.8M | Reduce -2.5% |
| AAPL Apple Inc. | 2.76% | 19,916 | $5.0M | Reduce -2.0% |
| FCOM Fidelity MSCI Comm Serv Indx | 2.59% | 79,709 | $4.7M | Add +2.3% |
| IYG iShares U.S. Financial Servi | 2.54% | 58,963 | $4.6M | Add +15.1% |
| IYC iShares US Consumer Discreti | 2.30% | 43,229 | $4.2M | Add +3.0% |
| IEMG iShares Core MSCI Emerging | 2.22% | 76,954 | $4.0M | Reduce -9.8% |
| IYJ iShares U.S. Industrials ETF | 2.22% | 30,049 | $4.0M | Add +2.6% |
| IVW iShares S&P 500 Growth ETF | 2.09% | 37,220 | $3.8M | Add +0.3% |
| PG The Procter & Gamble Co. | 2.08% | 22,395 | $3.8M | Add +0.3% |
| MSFT Microsoft Corp. | 2.03% | 8,725 | $3.7M | Add +3.5% |
| AFL Aflac Inc. | 1.86% | 32,567 | $3.4M | Add +90.3% |
| WMT Walmart Inc. | 1.66% | 33,122 | $3.0M | Reduce -0.0% |
| IVE iShares S&P 500 Value ETF | 1.59% | 15,089 | $2.9M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.56% | 12,135 | $2.8M | Reduce -0.3% |
| INTU Intuit Inc. | 1.20% | 3,459 | $2.2M | Reduce -4.5% |
| FUTY Fidelity MSCI US Utilities | 1.15% | 42,670 | $2.1M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.90% | 3,966 | $1.6M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.85% | 9,252 | $1.5M | Add +0.3% |
| BLK BlackRock Inc. | 0.82% | 1,449 | $1.5M | Add +0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.82% | 16,734 | $1.5M | Add +0.9% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.74% | 13,680 | $1.3M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.66% | 5,427 | $1.2M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.58% | 4,809 | $1.1M | Add +2.7% |
| VGT Vanguard Info Tech ETF | 0.56% | 1,623 | $1.0M | Add +14.7% |
| ORCL Oracle Corp. | 0.50% | 5,384 | $897K | Add +0.2% |
| GEV GE Vernova Inc. | 0.38% | 2,086 | $686K | Reduce -9.1% |
| NVDA Nvidia Corp. | 0.35% | 4,760 | $639K | Add +4.7% |
| PSTP Innovator PWR Buff Su St ETF | 0.35% | 19,849 | $636K | Add +1.1% |
| BUFF Innovator Laddered Allocatio | 0.35% | 14,099 | $633K | Add +1.9% |
| SFLR Innovator Eqty MGD Floor ETF | 0.35% | 19,271 | $629K | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.33% | 5,595 | $602K | Add +2.0% |
| TSCO Tractor Supply Company | 0.32% | 10,981 | $583K | Add +0.4% |
| FHLC Fidelity MSCI Health Care | 0.32% | 8,755 | $572K | Add +0.4% |
| MRK Merck & Co. Inc. | 0.31% | 5,715 | $569K | Add +1.0% |
| BA The Boeing Co. | 0.31% | 3,148 | $557K | Reduce -8.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 2,096 | $503K | Add +2.2% |
| HD Home Depot Inc. | 0.28% | 1,287 | $500K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.24% | 1,754 | $433K | Add +62.7% |
| FHN First Horizon Corp. | 0.23% | 20,812 | $419K | Reduce -18.9% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.22% | 8,097 | $400K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,664 | $366K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,866 | $355K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 3,957 | $351K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.18% | 549 | $321K | Add +4.6% |
| AZO AutoZone Inc. | 0.18% | 100 | $320K | No change |
| ISRG Intuitive Surgical Inc. | 0.17% | 600 | $313K | No change |
| AMGN Amgen Inc. | 0.17% | 1,168 | $304K | No change |
| RTX RTX Corp. | 0.17% | 2,593 | $300K | Add +1.3% |
| IBB iShares Biotechnology ETF | 0.16% | 2,197 | $290K | Add +0.1% |
| RF Regions Financial Corp. | 0.15% | 11,746 | $276K | Add +0.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 803 | $276K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 6,088 | $268K | Add +0.1% |
| JNJ Johnson & Johnson | 0.14% | 1,801 | $260K | Add +0.6% |
| KMI Kinder Morgan Inc. | 0.14% | 9,375 | $257K | No change |
| CVX Chevron Corp. | 0.14% | 1,751 | $254K | Add +1.7% |
| FDVV Fidelity High Dividend ETF | 0.14% | 5,000 | $250K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 409 | $240K | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.13% | 957 | $232K | Add +0.1% |
| KMB Kimberly-Clark Corp. | 0.12% | 1,700 | $223K | No change |
| ABBV Abbvie Inc. | 0.12% | 1,230 | $219K | Add +3.3% |
| UNH Unitedhealth Group Inc. | 0.12% | 430 | $218K | Reduce -88.3% |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,149 | $217K | New |
| FLTB Fidelity Ltd. TRM BND ETF | 0.12% | 4,328 | $215K | New |
| SOXX iShares Semiconductor ETF | 0.12% | 993 | $214K | Add +0.1% |
| IYM iShares U.S. Basic Materials | 0.12% | 1,624 | $211K | Add +0.5% |
| MCD McDonald's Corp. | 0.11% | 706 | $205K | Add +2.9% |
| FLG Flagstar Bank NA | 0.10% | 18,635 | $174K | Add +50.7% |
| RIG Transocean Ltd. | 0.05% | 23,001 | $86K | Add +27.8% |
Portfolio Sells Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -16.2% | 5.85% | −2.04 |
| IHE iShares US Pharmaceuticals E | Sold out | 0.00% | −1.60 |
| UNH Unitedhealth Group Inc. | Reduce -88.3% | 0.12% | −1.09 |
| UPS United Parcel Service Class B | Reduce -2.1% | 6.40% | −0.79 |
| IEMG iShares Core MSCI Emerging | Reduce -9.8% | 2.22% | −0.53 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.13 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.13 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.12 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.11 |
| IVE iShares S&P 500 Value ETF | Reduce -0.1% | 1.59% | −0.08 |
| INTU Intuit Inc. | Reduce -4.5% | 1.20% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.13% | −0.00 |
| FHN First Horizon Corp. | Reduce -18.9% | 0.23% | +0.01 |
| BA The Boeing Co. | Reduce -8.7% | 0.31% | +0.01 |
| GEV GE Vernova Inc. | Reduce -9.1% | 0.38% | +0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -2.5% | 4.30% | +0.07 |
| AAPL Apple Inc. | Reduce -2.0% | 2.76% | +0.09 |
| WMT Walmart Inc. | Reduce -0.0% | 1.66% | +0.15 |
| AVGO Broadcom Inc. | Reduce -0.3% | 1.56% | +0.38 |
Portfolio Buys Q3 2024 → Q4 2024
| IJR iShares Core S&P Small-Cap E | Add +50.4% | 7.28% | +2.28 |
| FUTY Fidelity MSCI US Utilities | New | 1.15% | +1.15 |
| AFL Aflac Inc. | Add +90.3% | 1.86% | +0.79 |
| IYG iShares U.S. Financial Servi | Add +15.1% | 2.54% | +0.49 |
| IWP iShares Russell Mid-Cap Grow | Add +1.3% | 6.30% | +0.45 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 11.31% | +0.25 |
| IYC iShares US Consumer Discreti | Add +3.0% | 2.30% | +0.22 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +2.3% | 2.59% | +0.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | New | 0.12% | +0.12 |
| FLTB Fidelity Ltd. TRM BND ETF | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | Add +2.7% | 0.58% | +0.09 |
| VGT Vanguard Info Tech ETF | Add +14.7% | 0.56% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 2.09% | +0.09 |
| LOW Lowe's Cos Inc. | Add +62.7% | 0.24% | +0.08 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +0.2% | 0.74% | +0.06 |
| BLK BlackRock Inc. | Add +0.4% | 0.82% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.90% | +0.04 |
| NVDA Nvidia Corp. | Add +4.7% | 0.35% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.28% | +0.03 |
| FLG Flagstar Bank NA | Add +50.7% | 0.10% | +0.02 |
| IYJ iShares U.S. Industrials ETF | Add +2.6% | 2.22% | +0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.15% | +0.01 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.18% | +0.01 |
| BUFF Innovator Laddered Allocatio | Add +1.9% | 0.35% | +0.01 |
| SFLR Innovator Eqty MGD Floor ETF | Add +0.9% | 0.35% | +0.01 |
| RIG Transocean Ltd. | Add +27.8% | 0.05% | +0.00 |
| PSTP Innovator PWR Buff Su St ETF | Add +1.1% | 0.35% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +1.6% | 0.66% | −0.00 |
| RF Regions Financial Corp. | Add +0.0% | 0.15% | −0.00 |
| CVX Chevron Corp. | Add +1.7% | 0.14% | −0.00 |
| GLD SPDR Gold Shares | Add +0.1% | 0.13% | −0.00 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.20% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.9% | 0.82% | −0.00 |
| MCD McDonald's Corp. | Add +2.9% | 0.11% | −0.00 |
| MSFT Microsoft Corp. | Add +3.5% | 2.03% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.5% | 0.19% | −0.01 |
| RTX RTX Corp. | Add +1.3% | 0.17% | −0.01 |
| FSTA Fidelity MSCI Cons Stap Indx | Add +0.6% | 0.22% | −0.01 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.12% | −0.01 |
| ABBV Abbvie Inc. | Add +3.3% | 0.12% | −0.01 |
| HD Home Depot Inc. | Add +0.6% | 0.28% | −0.01 |
| ORCL Oracle Corp. | Add +0.2% | 0.50% | −0.02 |
| IBB iShares Biotechnology ETF | Add +0.1% | 0.16% | −0.02 |
| JNJ Johnson & Johnson | Add +0.6% | 0.14% | −0.02 |
| IYM iShares U.S. Basic Materials | Add +0.5% | 0.12% | −0.02 |
| XOM Exxon Mobil Corp. | Add +2.0% | 0.33% | −0.03 |
| TSCO Tractor Supply Company | Add +0.4% | 0.32% | −0.04 |
| FHLC Fidelity MSCI Health Care | Add +0.4% | 0.32% | −0.04 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.31% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $239.5M | IUSV, IVV, IJR, IEFA, IWP |
| Q1 2026 | 85 | $213.6M | IUSV, IVV, IJR, IEFA, IWP |
| Q4 2025 | 84 | $216.8M | IUSV, IVV, IJR, IEFA, IWP |
| Q3 2025 | 82 | $213.4M | IUSV, IVV, IJR, IEFA, IWP |
| Q2 2025 | 81 | $195.5M | IUSV, IVV, IJR, IEFA, IWP |
| Q1 2025 | 78 | $180.3M | IUSV, IVV, IJR, IEFA, UPS |
| Q4 2024 | 74 | $180.7M | IUSV, IVV, IJR, UPS, IWP |
| Q3 2024 | 75 | $177.8M | IUSV, IVV, IEFA, UPS, IWP |
| Q2 2024 | 73 | $161.9M | IUSV, IVV, UPS, IEFA, IWP |
| Q1 2024 | 71 | $164.7M | IUSV, IVV, UPS, IEFA, IWP |