Southern Capital Advisors, LLC Top Holdings and 13F Report (2024) → Elon Musk Secret Crypto Plot Exposed (From Crypto 101 Media) (Ad) About Southern Capital Advisors, LLCInvestment ActivitySouthern Capital Advisors, LLC has $164.69 million in total holdings as of March 31, 2024.Southern Capital Advisors, LLC owns shares of 71 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 17.79% of the portfolio was purchased this quarter.About 7.97% of the portfolio was sold this quarter.This quarter, Southern Capital Advisors, LLC has purchased 68 new stocks and bought additional shares in 37 stocks.Southern Capital Advisors, LLC sold shares of 20 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P U.S. Value ETF $22,723,803iShares Core S&P 500 ETF $17,601,052United Parcel Service $14,310,335iShares Core MSCI EAFE ETF $12,704,598iShares Russell Mid-Cap Growth ETF $9,731,113 Largest New Holdings this Quarter iShares U.S. Pharmaceuticals ETF $2,640,027 HoldingGeneral Electric $1,889,936 HoldingServiceNow $1,684,142 HoldingBroadcom $1,671,337 HoldingLululemon Athletica $1,641,125 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 155,055 shares (about $11.51M)iShares U.S. Pharmaceuticals ETF 38,884 shares (about $2.64M)General Electric 10,767 shares (about $1.89M)iShares U.S. Financial Services ETF 27,773 shares (about $1.84M)ServiceNow 2,209 shares (about $1.68M) Largest Sales this Quarter Fidelity MSCI Consumer Staples Index ETF 62,598 shares (about $2.98M)NVIDIA 3,173 shares (about $2.87M)Meta Platforms 5,058 shares (about $2.46M)iShares Core S&P U.S. Value ETF 5,813 shares (about $525.73K)iShares U.S. Industrials ETF 3,201 shares (about $402.40K) 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$22,723,803$525,728 ▼-2.3%251,25813.8%ManufacturingIVViShares Core S&P 500 ETF$17,601,052$36,801 ▼-0.2%33,47910.7%ETFUPSUnited Parcel Service$14,310,335$17,687 ▲0.1%96,2828.7%TransportationIEFAiShares Core MSCI EAFE ETF$12,704,598$11,508,173 ▲961.9%171,1757.7%ETFIWPiShares Russell Mid-Cap Growth ETF$9,731,113$270,512 ▼-2.7%85,2565.9%ETFIJRiShares Core S&P Small-Cap ETF$7,216,329$344,272 ▲5.0%65,2944.4%ETFFTECFidelity MSCI Information Technology Index ETF$6,458,595$1,254,193 ▲24.1%41,4443.9%ETFIJSiShares S&P Small-Cap 600 Value ETF$5,141,746$64,637 ▲1.3%50,0363.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,547,012$237,978 ▲5.5%88,1212.8%ETFAAPLApple$3,600,815$56,247 ▲1.6%20,9982.2%Computer and TechnologyFCOMFidelity MSCI Communication Services Index ETF$3,510,745$1,034,173 ▲41.8%70,8382.1%ETFPGProcter & Gamble$3,506,034$144,077 ▼-3.9%21,6092.1%Consumer StaplesIYJiShares U.S. Industrials ETF$3,431,778$402,400 ▼-10.5%27,2992.1%ETFIYCiShares U.S. Consumer Discretionary ETF$3,241,831$93,528 ▲3.0%39,5492.0%ETFMSFTMicrosoft$3,228,772$22,720 ▼-0.7%7,6742.0%Computer and TechnologyIYGiShares U.S. Financial Services ETF$3,060,849$1,841,336 ▲151.0%46,1671.9%ETFIVWiShares S&P 500 Growth ETF$3,017,763$55,561 ▲1.9%35,7391.8%ETFIVEiShares S&P 500 Value ETF$2,690,129$95,089 ▲3.7%14,4001.6%ETFIHEiShares U.S. Pharmaceuticals ETF$2,640,027$2,640,027 ▲New Holding38,8841.6%ETFINTUIntuit$2,359,602$38,352 ▼-1.6%3,6301.4%Computer and TechnologyGEGeneral Electric$1,889,936$1,889,936 ▲New Holding10,7671.1%TransportationNOWServiceNow$1,684,142$1,684,142 ▲New Holding2,2091.0%Computer and TechnologyAVGOBroadcom$1,671,337$1,671,337 ▲New Holding1,2611.0%Computer and TechnologyLULULululemon Athletica$1,641,125$1,641,125 ▲New Holding4,2011.0%Consumer DiscretionaryAFLAflac$1,478,153$18,975 ▲1.3%17,2160.9%FinanceIWRiShares Russell Mid-Cap ETF$1,391,243$51,294 ▲3.8%16,5450.8%ETFVUGVanguard Growth ETF$1,360,245$9,293 ▲0.7%3,9520.8%ETFBLKBlackRock$1,282,316$14,174 ▲1.1%1,5380.8%FinanceFDISFidelity MSCI Consumer Discretionary Index ETF$1,064,304$121,326 ▲12.9%12,9040.6%ETFIWMiShares Russell 2000 ETF$941,844$83,061 ▲9.7%4,4790.6%FinanceAMZNAmazon.com$796,558$125,544 ▲18.7%4,4160.5%Retail/WholesaleVGTVanguard Information Technology ETF$741,625$524 ▲0.1%1,4140.5%ETFORCLOracle$681,348$12,185 ▼-1.8%5,4240.4%Computer and TechnologyMRKMerck & Co., Inc.$615,546$35,231 ▲6.1%4,6650.4%MedicalFHLCFidelity MSCI Health Care Index ETF$604,291$11,652 ▼-1.9%8,6610.4%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$592,356$180,507 ▲43.8%20,0770.4%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$589,308$180,937 ▲44.3%14,1190.4%ETFSFLRInnovator Equity Managed Floor ETF$582,489$132,553 ▲29.5%19,4100.4%ETFXOMExxon Mobil$569,055$44,283 ▼-7.2%4,8960.3%Oils/EnergyTSCOTractor Supply$567,999$15,443 ▼-2.6%2,1700.3%Retail/WholesaleIWNiShares Russell 2000 Value ETF$530,876$241,538 ▼-31.3%3,3430.3%ETFNVDANVIDIA$509,607$2,866,991 ▼-84.9%5640.3%Computer and TechnologyCVXChevron$420,065$58,049 ▲16.0%2,6630.3%Oils/EnergyIBMInternational Business Machines$411,434$56,322 ▼-12.0%2,1550.2%Computer and TechnologyTNADirexion Daily Small Cap Bull 3X Shares$411,118$411,118 ▲New Holding9,5790.2%ETFAMGNAmgen$408,286$210,398 ▲106.3%1,4360.2%MedicalFSTAFidelity MSCI Consumer Staples Index ETF$400,499$2,978,548 ▼-88.1%8,4170.2%ETFJNJJohnson & Johnson$391,338$181,116 ▲86.2%2,4740.2%MedicalHDHome Depot$368,418$6,908 ▲1.9%9600.2%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$326,486$24,825 ▼-7.1%3,9060.2%ETFAZOAutoZone$315,1650.0%1000.2%Retail/WholesaleKOCoca-Cola$304,982$304,982 ▲New Holding4,9850.2%Consumer StaplesIBBiShares Biotechnology ETF$300,938$274 ▲0.1%2,1930.2%FinanceJPMJPMorgan Chase & Co.$287,744$229,875 ▼-44.4%1,4370.2%FinanceLOWLowe's Companies$271,935$1,528 ▲0.6%1,0680.2%Retail/WholesaleRFRegions Financial$252,357$2,188 ▲0.9%11,9940.2%FinanceMETAMeta Platforms$248,664$2,456,528 ▼-90.8%5120.2%Computer and TechnologyISRGIntuitive Surgical$244,642$5,188 ▲2.2%6130.1%MedicalRTXRTX$243,973$6,143 ▲2.6%2,5020.1%AerospaceBACBank of America$240,943$9,139 ▲3.9%6,3540.1%FinanceMMM3M$239,865$239,865 ▲New Holding2,2610.1%Multi-Sector ConglomeratesIYMiShares U.S. Basic Materials ETF$236,994$739 ▲0.3%1,6040.1%ETFFDVVFidelity High Dividend ETF$226,5500.0%5,0000.1%ETFSOXXiShares Semiconductor ETF$223,527$223,527 ▲New Holding9890.1%ETFFHNFirst Horizon$222,520$2,233 ▲1.0%14,4490.1%FinanceSPYSPDR S&P 500 ETF Trust$220,118$6,274 ▼-2.8%4210.1%FinanceUNHUnitedHealth Group$217,716$6,927 ▲3.3%4400.1%MedicalCSCOCisco Systems$206,503$206,503 ▲New Holding4,1370.1%Computer and TechnologyDOWDOW$202,749$202,749 ▲New Holding3,5000.1%Basic MaterialsARM HOLDINGS PLC$202,609$178,611 ▼-46.9%1,6210.1%SPONSORED ADRNYCBNew York Community Bancorp$128,800$128,800 ▲New Holding40,0000.1%FinanceDJDInvesco Dow Jones Industrial Average Dividend ETF$0$612,666 ▼-100.0%00.0%ETFWMTWalmart$0$445,607 ▼-100.0%00.0%Retail/WholesaleKMIKinder Morgan$0$268,381 ▼-100.0%00.0%Oils/EnergyINTCIntel$0$257,496 ▼-100.0%00.0%Computer and TechnologyNXPNuveen Select Tax-Free Income Portfolio$0$236,690 ▼-100.0%00.0%FinanceVZVerizon Communications$0$236,126 ▼-100.0%00.0%Computer and TechnologyTFCTruist Financial$0$215,609 ▼-100.0%00.0%FinanceACNAccenture$0$204,747 ▼-100.0%00.0%Business ServicesRIGTransocean$0$82,556 ▼-100.0%00.0%Oils/Energy 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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