SC

SOUTHERN CAPITAL ADVISORS, LLC

13F
SOUTHERN CAPITAL ADVISORS, LLC
Last update 2024-10-24 75 Stocks (7 new)
Value $178.00 Mil Turnover 5 %
Countries:
Top Holdings: IUSV(14.04%)IVV(11.06%)IEFA(7.89%)UPS(7.19%)IWP(5.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
SOUTHERN CAPITAL ADVISORS, LLC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSV 		ISHARES TRUST
261,275
24949.190
+3.96%
14.040
+0.53%
0.130
+3.26%
+12.92%
19300.996
 
IVV 		iShares Core S&P 500 ETF
34,094
19666.020
+1.15%
11.060
+0.13%
0.000
+7.42%
+22.54%
549284.371
 
IEFA 		iShares Core MSCI EAFE ETF
179,701
14025.650
+3.46%
7.890
+0.26%
0.010
+0.86%
+5.72%
121855.154
 
UPS 		United Parcel Service Inc
93,705
12775.790
-2.85%
7.190
-0.23%
0.010
+5.17%
-11.76%
114687.205
Transportation
IWP 		iShares Russell Mid-Cap Growth ETF
88,706
10404.360
+3.43%
5.850
+0.19%
0.070
+10.78%
+16.61%
16111.403
 
IJR 		iShares Core S&P Small-Cap ETF
75,939
8881.880
+6.67%
5.000
+0.31%
0.010
-1.04%
+7.56%
86386.094
 
FTEC 		Fidelity MSCI Information Technology Index ETF
43,120
7524.460
+0.11%
4.230
0%
0.060
+10.47%
+25.41%
12125.448
 
IEMG 		iShares Core MSCI Emerging Markets ETF
85,276
4895.690
+2.27%
2.750
+0.06%
0.010
+5.94%
+10.70%
82720.491
 
AAPL 		Apple Inc
20,332
4737.380
+0.09%
2.670
0%
0.000
+5.70%
+20.44%
3508582.676
Hardware
FCOM 		Fidelity MSCI Communication Services Index ETF
77,900
4290.750
+6.88%
2.410
+0.16%
0.350
+12.13%
+28.71%
1282.542
 

SOUTHERN CAPITAL ADVISORS, LLC's Historical Top Holdings Breakdowns

SOUTHERN CAPITAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NOW 		ServiceNow Inc2024-09-30Sold Out
-1.10%
●
730.87 ($822.02) 937.36
$955.88
16.28%
Sold Out
0
-2,273
UNH 		UnitedHealth Group Inc2024-09-30Add
+1.07%
●
488.01 ($565.61) 604.18
$565.20
-0.07%
Add 770.14%
3,672
3,250
IUSV 		ISHARES TRUST2024-09-30Add
+0.53%
●
87.56 ($91.94) 95.49
$95.13
3.46%
Add 3.96%
261,275
9,943
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Add
+0.31%
●
105.53 ($112.98) 118.34
$116.43
3.05%
Add 6.67%
75,939
4,749
BA 		Boeing Co2024-09-30Add
+0.28%
●
152.04 ($171.47) 190.6
$156.43
-8.77%
Add 2229.73%
3,448
3,300
MSFT 		Microsoft Corp2024-09-30Add
+0.27%
●
395.15 ($427.47) 467.56
$437.26
2.29%
Add 15.44%
8,432
1,128
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.26%
●
70.09 ($74.86) 78.74
$74.38
-0.65%
Add 3.46%
179,701
6,008
UPS 		United Parcel Service Inc2024-09-30Reduce
-0.23%
●
123.32 ($131.29) 147.38
$133.89
1.98%
Reduce -2.85%
93,705
-2,745
IWP 		iShares Russell Mid-Cap Growth ETF2024-09-30Add
+0.19%
●
103.87 ($111.81) 117.59
$121.87
9.00%
Add 3.43%
88,706
2,941
GOOG 		Alphabet Inc2024-09-30New Buy
+0.18%
●
149.54 ($169.25) 192.66
$179.64
6.14%
New holding
1,866
1,866

SOUTHERN CAPITAL ADVISORS, LLC Total Holding History ($B)

To

SOUTHERN CAPITAL ADVISORS, LLC's Asset Allocation

To

SOUTHERN CAPITAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SOUTHERN CAPITAL ADVISORS, LLC's Hypothetical Growth since 2024-09-30

SOUTHERN CAPITAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SOUTHERN CAPITAL ADVISORS, LLC's Holdings Heat Map

Size field:

SOUTHERN CAPITAL ADVISORS, LLC's Holdings Bubble Chart

SOUTHERN CAPITAL ADVISORS, LLC News

  • 1

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