Southern Capital Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Southern Capital Advisors, LLC reported 78 stock positions worth $180.3 million. Its top holding was iShares Core S&P U.S. Value (IUSV) at 14.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.1%) and iShares Core S&P Small-Cap E (IJR, 7.8%). Compared with Q4 2024, it opened 9 new positions, sold out of 5, added to 46 and reduced 16. The biggest buy was a new position in Truist Financial (TFC) and the biggest sale an exit from Broadcom (AVGO).
- Most Recent 13F
- Q2 2026
- Location
- Jackson, TN
- CIK
- 0001909249
- Portfolio Value
- $180.3M (Q1 2025)
- SEC Filing
- 0001667731-25-000492 ↗ filed Apr 23, 2025
Holdings Value
Holdings 78 stocks · $180.3M
| IUSV iShares Core S&P U.S. Value | 14.10% | 275,560 | $25.4M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 11.08% | 35,546 | $20.0M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 7.83% | 134,967 | $14.1M | Add +18.2% |
| IEFA iShares Core MSCI Eafe ETF | 6.63% | 157,933 | $11.9M | Add +4.9% |
| UPS United Parcel Service Class B | 5.62% | 92,194 | $10.1M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 5.50% | 84,407 | $9.9M | Reduce -6.0% |
| FTEC Fidelity MSCI Info Tech Indx | 3.75% | 41,965 | $6.8M | Reduce -0.2% |
| IYG iShares U.S. Financial Servi | 2.64% | 60,606 | $4.8M | Add +2.8% |
| IEMG iShares Core MSCI Emerging | 2.46% | 82,023 | $4.4M | Add +6.6% |
| FCOM Fidelity MSCI Comm Serv Indx | 2.43% | 77,905 | $4.4M | Reduce -2.3% |
| AAPL Apple Inc. | 2.42% | 19,636 | $4.4M | Reduce -1.4% |
| AFL Aflac Inc. | 2.24% | 36,330 | $4.0M | Add +11.6% |
| IYJ iShares U.S. Industrials ETF | 2.22% | 30,722 | $4.0M | Add +2.2% |
| PG The Procter & Gamble Co. | 2.15% | 22,760 | $3.9M | Add +1.6% |
| IYC iShares US Consumer Discreti | 2.03% | 41,408 | $3.7M | Reduce -4.2% |
| MSFT Microsoft Corp. | 1.89% | 9,100 | $3.4M | Add +4.3% |
| IVE iShares S&P 500 Value ETF | 1.84% | 17,401 | $3.3M | Add +15.3% |
| IVW iShares S&P 500 Growth ETF | 1.64% | 31,853 | $3.0M | Reduce -14.4% |
| WMT Walmart Inc. | 1.43% | 29,315 | $2.6M | Reduce -11.5% |
| FUTY Fidelity MSCI US Utilities | 1.41% | 49,859 | $2.5M | Add +16.9% |
| TFC Truist Financial Corp. | 1.08% | 47,191 | $1.9M | New |
| COF Capital One Financial Corp. | 0.97% | 9,790 | $1.8M | New |
| GE General Electric filed as GE AEROSPACE | 0.90% | 8,127 | $1.6M | Reduce -12.2% |
| ARM Arm Holdings PLC-ADR | 0.89% | 15,101 | $1.6M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.82% | 3,972 | $1.5M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.81% | 7,353 | $1.5M | Add +35.5% |
| IWR iShares Russell Mid-Cap ETF | 0.78% | 16,601 | $1.4M | Reduce -0.8% |
| BLK BlackRock Inc. | 0.76% | 1,448 | $1.4M | Reduce -0.1% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.74% | 15,700 | $1.3M | Add +14.8% |
| AMZN Amazon.com Inc. | 0.51% | 4,811 | $915K | Add +0.0% |
| ORCL Oracle Corp. | 0.42% | 5,395 | $754K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.39% | 1,312 | $712K | Reduce -19.2% |
| XOM Exxon Mobil Corp. | 0.38% | 5,722 | $680K | Add +2.3% |
| PSTP Innovator PWR Buff Su St ETF | 0.35% | 20,059 | $630K | Add +1.1% |
| BUFF Innovator Laddered Allocatio | 0.34% | 14,064 | $620K | Reduce -0.3% |
| SFLR Innovator Eqty MGD Floor ETF | 0.34% | 19,426 | $610K | Add +0.8% |
| FHLC Fidelity MSCI Health Care | 0.34% | 8,922 | $610K | Add +1.9% |
| TSCO Tractor Supply Company | 0.34% | 11,024 | $607K | Add +0.4% |
| MRK Merck & Co. Inc. | 0.32% | 6,497 | $583K | Add +13.7% |
| IYF iShares US Financials ETF | 0.31% | 4,926 | $556K | New |
| BA The Boeing Co. | 0.30% | 3,179 | $542K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.30% | 2,203 | $541K | Add +5.1% |
| IAI iShares U.S. Broker-Dealers | 0.29% | 3,771 | $528K | New |
| NVDA Nvidia Corp. | 0.29% | 4,868 | $528K | Add +2.3% |
| HD Home Depot Inc. | 0.26% | 1,292 | $473K | Add +0.4% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.23% | 8,142 | $416K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 1,670 | $415K | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.23% | 1,759 | $410K | Add +0.3% |
| FHN First Horizon Corp. | 0.23% | 20,918 | $406K | Add +0.5% |
| GEV GE Vernova Inc. | 0.22% | 1,310 | $400K | Reduce -37.2% |
| INTU Intuit Inc. | 0.21% | 628 | $386K | Reduce -81.8% |
| AZO AutoZone Inc. | 0.21% | 100 | $381K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 3,970 | $372K | Add +0.3% |
| AMGN Amgen Inc. | 0.20% | 1,168 | $364K | No change |
| CVX Chevron Corp. | 0.19% | 2,037 | $341K | Add +16.3% |
| RTX RTX Corp. | 0.19% | 2,561 | $339K | Reduce -1.2% |
| GGLL Direxion Daily Googl Bull 2X | 0.19% | 11,697 | $336K | New |
| META Meta Platforms Inc. Class A | 0.18% | 562 | $324K | Add +2.4% |
| KMI Kinder Morgan Inc. | 0.17% | 10,775 | $307K | Add +14.9% |
| JNJ Johnson & Johnson | 0.17% | 1,840 | $305K | Add +2.2% |
| ISRG Intuitive Surgical Inc. | 0.16% | 600 | $297K | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 1,866 | $292K | No change |
| IBB iShares Biotechnology ETF | 0.16% | 2,199 | $281K | Add +0.1% |
| GLD SPDR Gold Shares | 0.15% | 957 | $276K | No change |
| RF Regions Financial Corp. | 0.15% | 12,615 | $274K | Add +7.4% |
| T AT&T Inc. | 0.15% | 9,449 | $267K | New |
| ABBV Abbvie Inc. | 0.14% | 1,218 | $255K | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 6,095 | $254K | Add +0.1% |
| FDVV Fidelity High Dividend ETF | 0.14% | 5,000 | $248K | No change |
| KMB Kimberly-Clark Corp. | 0.13% | 1,700 | $242K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 410 | $229K | Add +0.2% |
| FLTB Fidelity Ltd. TRM BND ETF | 0.13% | 4,523 | $227K | Add +4.5% |
| MCD McDonald's Corp. | 0.12% | 720 | $225K | Add +2.0% |
| IYM iShares U.S. Basic Materials | 0.12% | 1,629 | $220K | Add +0.3% |
| FLG Flagstar Bank NA | 0.12% | 18,643 | $217K | Add +0.0% |
| KO The Coca-Cola Co. | 0.12% | 3,015 | $216K | New |
| TFLO iShares Treasury Floating Ra | 0.11% | 3,975 | $201K | New |
| RIG Transocean Ltd. | 0.06% | 35,001 | $111K | Add +52.2% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.56 |
| INTU Intuit Inc. | Reduce -81.8% | 0.21% | −0.99 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.0% | 5.50% | −0.80 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.2% | 3.75% | −0.55 |
| IVW iShares S&P 500 Growth ETF | Reduce -14.4% | 1.64% | −0.45 |
| AAPL Apple Inc. | Reduce -1.4% | 2.42% | −0.34 |
| IYC iShares US Consumer Discreti | Reduce -4.2% | 2.03% | −0.27 |
| WMT Walmart Inc. | Reduce -11.5% | 1.43% | −0.23 |
| VGT Vanguard Info Tech ETF | Reduce -19.2% | 0.39% | −0.16 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -2.3% | 2.43% | −0.16 |
| GEV GE Vernova Inc. | Reduce -37.2% | 0.22% | −0.16 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.12 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.12 |
| BLK BlackRock Inc. | Reduce -0.1% | 0.76% | −0.06 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.8% | 0.78% | −0.04 |
| BUFF Innovator Laddered Allocatio | Reduce -0.3% | 0.34% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.14% | +0.02 |
| RTX RTX Corp. | Reduce -1.2% | 0.19% | +0.02 |
| GE General Electric | Reduce -12.2% | 0.90% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| TFC Truist Financial Corp. | New | 1.08% | +1.08 |
| COF Capital One Financial Corp. | New | 0.97% | +0.97 |
| ARM Arm Holdings PLC-ADR | New | 0.89% | +0.89 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.9% | 6.63% | +0.77 |
| IJR iShares Core S&P Small-Cap E | Add +18.2% | 7.83% | +0.55 |
| IUSV iShares Core S&P U.S. Value | Add +3.5% | 14.10% | +0.46 |
| AFL Aflac Inc. | Add +11.6% | 2.24% | +0.38 |
| IYF iShares US Financials ETF | New | 0.31% | +0.31 |
| IAI iShares U.S. Broker-Dealers | New | 0.29% | +0.29 |
| FUTY Fidelity MSCI US Utilities | Add +16.9% | 1.41% | +0.26 |
| IVE iShares S&P 500 Value ETF | Add +15.3% | 1.84% | +0.25 |
| IEMG iShares Core MSCI Emerging | Add +6.6% | 2.46% | +0.23 |
| GGLL Direxion Daily Googl Bull 2X | New | 0.19% | +0.19 |
| IWM iShares Russell 2000 ETF | Add +35.5% | 0.81% | +0.15 |
| T AT&T Inc. | New | 0.15% | +0.15 |
| KO The Coca-Cola Co. | New | 0.12% | +0.12 |
| TFLO iShares Treasury Floating Ra | New | 0.11% | +0.11 |
| IYG iShares U.S. Financial Servi | Add +2.8% | 2.64% | +0.10 |
| PG The Procter & Gamble Co. | Add +1.6% | 2.15% | +0.07 |
| CVX Chevron Corp. | Add +16.3% | 0.19% | +0.05 |
| XOM Exxon Mobil Corp. | Add +2.3% | 0.38% | +0.04 |
| KMI Kinder Morgan Inc. | Add +14.9% | 0.17% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.23% | +0.03 |
| JNJ Johnson & Johnson | Add +2.2% | 0.17% | +0.03 |
| FLG Flagstar Bank NA | Add +0.0% | 0.12% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 0.30% | +0.02 |
| FHLC Fidelity MSCI Health Care | Add +1.9% | 0.34% | +0.02 |
| TSCO Tractor Supply Company | Add +0.4% | 0.34% | +0.01 |
| RIG Transocean Ltd. | Add +52.2% | 0.06% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.3% | 0.21% | +0.01 |
| MCD McDonald's Corp. | Add +2.0% | 0.12% | +0.01 |
| FSTA Fidelity MSCI Cons Stap Indx | Add +0.6% | 0.23% | +0.01 |
| MRK Merck & Co. Inc. | Add +13.7% | 0.32% | +0.01 |
| FLTB Fidelity Ltd. TRM BND ETF | Add +4.5% | 0.13% | +0.01 |
| IYM iShares U.S. Basic Materials | Add +0.3% | 0.12% | +0.01 |
| META Meta Platforms Inc. Class A | Add +2.4% | 0.18% | +0.00 |
| RF Regions Financial Corp. | Add +7.4% | 0.15% | −0.00 |
| IYJ iShares U.S. Industrials ETF | Add +2.2% | 2.22% | −0.00 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +14.8% | 0.74% | −0.00 |
| PSTP Innovator PWR Buff Su St ETF | Add +1.1% | 0.35% | −0.00 |
| IBB iShares Biotechnology ETF | Add +0.1% | 0.16% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.13% | −0.01 |
| FHN First Horizon Corp. | Add +0.5% | 0.23% | −0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.14% | −0.01 |
| BA The Boeing Co. | Add +1.0% | 0.30% | −0.01 |
| SFLR Innovator Eqty MGD Floor ETF | Add +0.8% | 0.34% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.23% | −0.01 |
| HD Home Depot Inc. | Add +0.4% | 0.26% | −0.01 |
| NVDA Nvidia Corp. | Add +2.3% | 0.29% | −0.06 |
| AMZN Amazon.com Inc. | Add +0.0% | 0.51% | −0.08 |
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 |