Sponsored

The Analysis of SOUTHERN CAPITAL ADVISORS, LLC's Holdings & P&L

Currently, SOUTHERN CAPITAL ADVISORS, LLC holds 84 types of securities in its portfolio with a total value $239.5M. In the most recent quarter, they have increased their positions in N/A (+18.3K shares, valued at $1.8M), IUSV (+15.8K shares, valued at $1.7M), VUG (+20.2K shares, valued at $1.7M); decreased their positions in AAPL (-1.7K shares, valued at $499.2K), FTEC (-824 shares, valued at $235.3K), N/A (-166 shares, valued at $93.5K); initiated new positions in INTC (+2.1K shares, valued at $296.0K), ROK (+537 shares, valued at $265.9K), VIG (+992 shares, valued at $234.8K).

1M P&L

-5.1M-2.79%

3M P&L

-2.7M-1.49%

HY P&L

+216.7K+0.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A144.7M

79.4%

2Integrated Freight & Logistics9.8M

5.4%

3Consumer Electronics5.5M

3.0%

Top Industries by Stock Count

1N/A39 stocks

53.4%

2Drug Manufacturers - General3 stocks

4.1%

3Internet Content & Information2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSV ISHARES TR311.4K shares5.35%2026-06-302026-07-14

ISHARES TR ISHARES TR41.3K shares3.83%2026-06-302026-07-14

IJR ISHARES TR170.9K shares4.99%2026-06-302026-07-14

ISHARES TR ISHARES TR229.5K shares8.65%2026-06-302026-07-14

IWP ISHARES TR107.3K shares7.57%2026-06-302026-07-14

UPS UNITED PARCEL SVCS INC91.6K shares-0.71%2026-06-302026-07-14

FTEC FIDELITY COVINGTON TRUST32.0K shares-2.51%2026-06-302026-07-14

IYJ ISHARES TR44.1K shares0.68%2026-06-302026-07-14

Sponsored

IEMG ISHARES INC84.1K shares3.68%2026-06-302026-07-14

IBB ISHARES TR29.0K shares2.92%2026-06-302026-07-14

AAPL APPLE INC18.9K shares-8.38%2026-06-302026-07-14

FCOM FIDELITY COVINGTON TRUST71.8K shares0.81%2026-06-302026-07-14

IVE ISHARES TR20.9K shares0.84%2026-06-302026-07-14

IVW ISHARES TR33.5K shares-0.31%2026-06-302026-07-14

FSTA FIDELITY COVINGTON TRUST65.0K shares2.20%2026-06-302026-07-14

PG PROCTER & GAMBLE CO22.8K shares-0.03%2026-06-302026-07-14

Sponsored

IYC ISHARES TR31.6K shares1.38%2026-06-302026-07-14

IWM ISHARES TR9.6K shares-0.25%2026-06-302026-07-14

IWR ISHARES TR19.6K shares0.63%2026-06-302026-07-14

AFL AFLAC INC18.0K shares0.24%2026-06-302026-07-14

VUG VANGUARD INDEX FDS24.2K shares504.40%2026-06-302026-07-14

MSFT MICROSOFT CORP4.5K shares-0.18%2026-06-302026-07-14

FDIS FIDELITY COVINGTON TRUST14.4K shares5.90%2026-06-302026-07-14

BLK BLACKROCK INC1.5K shares0.34%2026-06-302026-07-14

Sponsored

NVDA NVIDIA CORPORATION6.6K shares1.30%2026-06-302026-07-14

VGT VANGUARD WORLD FD10.6K shares705.40%2026-06-302026-07-14

AMZN AMAZON COM INC5.0K shares0.36%2026-06-302026-07-14

WMT WALMART INC9.0K shares0.28%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP6.0K shares0.45%2026-06-302026-07-14

MRK MERCK & CO INC6.0K shares0.13%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares0.45%2026-06-302026-07-14

IYF ISHARES TR5.6K shares1.23%2026-06-302026-07-14

Sponsored

BUFF INNOVATOR ETFS TRUST13.5K shares9.98%2026-06-302026-07-14

SFLR INNOVATOR ETFS TRUST18.3K shares10.29%2026-06-302026-07-14

PSTP INNOVATOR ETFS TRUST19.2K shares10.06%2026-06-302026-07-14

FHLC FIDELITY COVINGTON TRUST9.1K shares0.36%2026-06-302026-07-14

BA BOEING CO3.2K shares0.09%2026-06-302026-07-14

GOOG ALPHABET INC1.9K shares0.00%2026-06-302026-07-14

IAI ISHARES TR3.9K shares-0.94%2026-06-302026-07-14

GGLL DIREXION SHARES ETF TRUST6.0K shares-1.57%2026-06-302026-07-14

Sponsored

ORACLE CORP ORACLE CORP4.5K shares0.38%2026-06-302026-07-14

GEV GE VERNOVA INC548 shares9.16%2026-06-302026-07-14

SOXX ISHARES TR1.0K shares0.20%2026-06-302026-07-14

FHN FIRST HORIZON CORPORATION21.4K shares0.53%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION2.6K shares0.47%2026-06-302026-07-14

TSCO TRACTOR SUPPLY CO15.3K shares0.58%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.30%2026-06-302026-07-14

HD HOME DEPOT INC1.3K shares0.22%2026-06-302026-07-14

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T632 shares25.90%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON1.9K shares0.54%2026-06-302026-07-14

AMGN AMGEN INC1.2K shares0.00%2026-06-302026-07-14

LOW LOWES COS INC1.8K shares0.67%2026-06-302026-07-14

USMV ISHARES TR4.0K shares0.32%2026-06-302026-07-14

ITOT ISHARES TR2.3K shares19.22%2026-06-302026-07-14

KHC KRAFT HEINZ CO15.5K shares0.00%2026-06-302026-07-14

RF REGIONS FINANCIAL CORP NEW12.1K shares-2.38%2026-06-302026-07-14

Sponsored

GLD SPDR GOLD TR956 shares0.00%2026-06-302026-07-14

BAC BANK OF AMER CORP6.1K shares0.08%2026-06-302026-07-14

KMI KINDER MORGAN INC DEL10.8K shares0.00%2026-06-302026-07-14

VB VANGUARD INDEX FDS1.1K shares2.78%2026-06-302026-07-14

AZO AUTOZONE INC100 shares0.00%2026-06-302026-07-14

VO VANGUARD INDEX FDS3.9K shares314.16%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC547 shares-23.28%2026-06-302026-07-14

ABBVIE INC ABBVIE INC1.2K shares0.17%2026-06-302026-07-14

Sponsored

CVX CHEVRON CORPORATION1.8K shares-0.76%2026-06-302026-07-14

FDVV FIDELITY COVINGTON TRUST5.0K shares0.00%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL600 shares0.00%2026-06-302026-07-14

IYM ISHARES TR1.7K shares0.30%2026-06-302026-07-14

INTC INTEL CORP2.1K sharesnew addition2026-06-302026-07-14

GOOGL ALPHABET INC801 shares0.63%2026-06-302026-07-14

NYCB FLAGSTAR BANK NATIONAL ASSOC18.7K shares0.03%2026-06-302026-07-14

ISRG INTUITIVE SURGICAL INC700 shares0.00%2026-06-302026-07-14

Sponsored

ROK ROCKWELL AUTOMATION INC537 sharesnew addition2026-06-302026-07-14

TSLA TESLA INC586 shares0.00%2026-06-302026-07-14

KO COCA COLA CO3.0K shares0.00%2026-06-302026-07-14

ETFS GOLD TR ETFS GOLD TR6.4K shares0.00%2026-06-302026-07-14

IJH ISHARES TR3.1K shares0.00%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS992 sharesnew addition2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC2.0K sharesnew addition2026-06-302026-07-14

FNDF SCHWAB STRATEGIC TR4.1K shares0.00%2026-06-302026-07-14

Sponsored

XLK SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-14

FLTB FIDELITY MERRIMACK STR TR4.2K shares-2.54%2026-06-302026-07-14

TFLO ISHARES TR4.2K sharesnew addition2026-06-302026-07-14

RIG TRANSOCEAN LTD13.0K shares0.00%2026-06-302026-07-14

IUSV

ISHARES TR

5.35%

Shares311.4K

Event2026-06-30

Filed2026-07-14

ISHARES TR

3.83%

Shares41.3K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

4.99%

Shares170.9K

Event2026-06-30

Filed2026-07-14

ISHARES TR

8.65%

Shares229.5K

Event2026-06-30

Filed2026-07-14

IWP

ISHARES TR

7.57%

Shares107.3K

Event2026-06-30

Filed2026-07-14

UPS

UNITED PARCEL SVCS INC

-0.71%

Shares91.6K

Event2026-06-30

Filed2026-07-14

FTEC

FIDELITY COVINGTON TRUST

-2.51%

Shares32.0K

Event2026-06-30

Filed2026-07-14

IYJ

ISHARES TR

0.68%

Shares44.1K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

3.68%

Shares84.1K

Event2026-06-30

Filed2026-07-14

IBB

ISHARES TR

2.92%

Shares29.0K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-8.38%

Shares18.9K

Event2026-06-30

Filed2026-07-14

FCOM

FIDELITY COVINGTON TRUST

0.81%

Shares71.8K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

0.84%

Shares20.9K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

-0.31%

Shares33.5K

Event2026-06-30

Filed2026-07-14

FSTA

FIDELITY COVINGTON TRUST

2.20%

Shares65.0K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-0.03%

Shares22.8K

Event2026-06-30

Filed2026-07-14

IYC

ISHARES TR

1.38%

Shares31.6K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-0.25%

Shares9.6K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

0.63%

Shares19.6K

Event2026-06-30

Filed2026-07-14

AFL

AFLAC INC

0.24%

Shares18.0K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

504.40%

Shares24.2K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-0.18%

Shares4.5K

Event2026-06-30

Filed2026-07-14

FDIS

FIDELITY COVINGTON TRUST

5.90%

Shares14.4K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

0.34%

Shares1.5K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

1.30%

Shares6.6K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

705.40%

Shares10.6K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

0.36%

Shares5.0K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

0.28%

Shares9.0K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

0.45%

Shares6.0K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

0.13%

Shares6.0K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

0.45%

Shares2.2K

Event2026-06-30

Filed2026-07-14

IYF

ISHARES TR

1.23%

Shares5.6K

Event2026-06-30

Filed2026-07-14

BUFF

INNOVATOR ETFS TRUST

9.98%

Shares13.5K

Event2026-06-30

Filed2026-07-14

SFLR

INNOVATOR ETFS TRUST

10.29%

Shares18.3K

Event2026-06-30

Filed2026-07-14

PSTP

INNOVATOR ETFS TRUST

10.06%

Shares19.2K

Event2026-06-30

Filed2026-07-14

FHLC

FIDELITY COVINGTON TRUST

0.36%

Shares9.1K

Event2026-06-30

Filed2026-07-14

BOEING CO

0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

IAI

ISHARES TR

-0.94%

Shares3.9K

Event2026-06-30

Filed2026-07-14

GGLL

DIREXION SHARES ETF TRUST

-1.57%

Shares6.0K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

0.38%

Shares4.5K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

9.16%

Shares548

Event2026-06-30

Filed2026-07-14

SOXX

ISHARES TR

0.20%

Shares1.0K

Event2026-06-30

Filed2026-07-14

FHN

FIRST HORIZON CORPORATION

0.53%

Shares21.4K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

0.47%

Shares2.6K

Event2026-06-30

Filed2026-07-14

TSCO

TRACTOR SUPPLY CO

0.58%

Shares15.3K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

0.22%

Shares1.3K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

25.90%

Shares632

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

0.54%

Shares1.9K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

LOW

LOWES COS INC

0.67%

Shares1.8K

Event2026-06-30

Filed2026-07-14

USMV

ISHARES TR

0.32%

Shares4.0K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

19.22%

Shares2.3K

Event2026-06-30

Filed2026-07-14

KHC

KRAFT HEINZ CO

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-14

REGIONS FINANCIAL CORP NEW

-2.38%

Shares12.1K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

0.00%

Shares956

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

0.08%

Shares6.1K

Event2026-06-30

Filed2026-07-14

KMI

KINDER MORGAN INC DEL

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

2.78%

Shares1.1K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

314.16%

Shares3.9K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-23.28%

Shares547

Event2026-06-30

Filed2026-07-14

ABBVIE INC

0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

-0.76%

Shares1.8K

Event2026-06-30

Filed2026-07-14

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares600

Event2026-06-30

Filed2026-07-14

IYM

ISHARES TR

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

0.63%

Shares801

Event2026-06-30

Filed2026-07-14

NYCB

FLAGSTAR BANK NATIONAL ASSOC

0.03%

Shares18.7K

Event2026-06-30

Filed2026-07-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-14

ROK

ROCKWELL AUTOMATION INC

New

Shares537

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

0.00%

Shares586

Event2026-06-30

Filed2026-07-14

COCA COLA CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

ETFS GOLD TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares992

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

FLTB

FIDELITY MERRIMACK STR TR

-2.54%

Shares4.2K

Event2026-06-30

Filed2026-07-14

TFLO

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-14

RIG

TRANSOCEAN LTD

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available