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

Currently, SOUTHERN CAPITAL ADVISORS, LLC holds 85 types of securities in its portfolio with a total value $213.6M. In the most recent quarter, they have increased their positions in FSTA (+55.3K shares, valued at $2.9M), IEFA (+30.9K shares, valued at $2.8M), IYE (+34.1K shares, valued at $2.2M); decreased their positions in FTEC (-7.3K shares, valued at $1.5M), INTU (-3.3K shares, valued at $1.4M), IYC (-11.3K shares, valued at $1.1M); initiated new positions in IYE (+34.1K shares, valued at $2.2M), SYK (+6.4K shares, valued at $2.1M), N/A (+600 shares, valued at $287.5K).

1M P&L

+6.2M+2.81%

3M P&L

-10.2M-4.30%

HY P&L

+4.2M+1.87%

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/A169.5M

81.5%

2Integrated Freight & Logistics9.1M

4.4%

3Consumer Electronics5.2M

2.5%

Top Industries by Stock Count

1N/A39 stocks

50.6%

2Drug Manufacturers - General3 stocks

3.9%

3Aerospace & Defense3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSV ISHARES TR295.6K shares0.71%2026-03-312026-04-16

IVV ISHARES TR39.7K shares6.63%2026-03-312026-04-16

IJR ISHARES TR162.8K shares6.61%2026-03-312026-04-16

IEFA ISHARES TR211.2K shares17.12%2026-03-312026-04-16

IWP ISHARES TR99.8K shares11.76%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC92.3K shares-0.17%2026-03-312026-04-16

FTEC FIDELITY COVINGTON TRUST32.8K shares-18.20%2026-03-312026-04-16

IYJ ISHARES TR43.8K shares36.05%2026-03-312026-04-16

Sponsored

IEMG ISHARES INC81.1K shares-1.04%2026-03-312026-04-16

AAPL APPLE INC20.6K shares1.23%2026-03-312026-04-16

FCOM FIDELITY COVINGTON TRUST71.3K shares-6.07%2026-03-312026-04-16

IBB ISHARES TR28.2K shares20.70%2026-03-312026-04-16

IVE ISHARES TR20.7K shares1.02%2026-03-312026-04-16

IVW ISHARES TR33.6K shares0.96%2026-03-312026-04-16

FSTA FIDELITY COVINGTON TRUST63.6K shares664.55%2026-03-312026-04-16

PG PROCTER & GAMBLE CO22.9K shares1.14%2026-03-312026-04-16

Sponsored

IYC ISHARES TR31.2K shares-26.68%2026-03-312026-04-16

IWM ISHARES TR9.7K shares2.35%2026-03-312026-04-16

IYE ISHARES TR34.1K sharesnew addition2026-03-312026-04-16

SYK STRYKER CORPORATION6.4K sharesnew addition2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE7.1K shares6.22%2026-03-312026-04-16

AFL AFLAC INC18.0K shares0.23%2026-03-312026-04-16

IWR ISHARES TR19.5K shares0.83%2026-03-312026-04-16

VUG VANGUARD INDEX FDS4.0K shares-0.17%2026-03-312026-04-16

Sponsored

MSFT MICROSOFT CORP4.5K shares-1.37%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC1.5K shares0.34%2026-03-312026-04-16

FDIS FIDELITY COVINGTON TRUST13.6K shares-21.10%2026-03-312026-04-16

NVDA NVIDIA CORPORATION6.5K shares3.17%2026-03-312026-04-16

WMT WALMART INC8.9K shares0.61%2026-03-312026-04-16

AMZN AMAZON COM INC5.0K shares1.04%2026-03-312026-04-16

XOM EXXON MOBIL CORP6.0K shares-4.65%2026-03-312026-04-16

VGT VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-16

Sponsored

MERCK & CO INC MERCK & CO INC6.0K shares0.00%2026-03-312026-04-16

TSCO TRACTOR SUPPLY CO15.2K shares0.33%2026-03-312026-04-16

ORCL ORACLE CORP4.4K shares1.30%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO2.2K shares0.05%2026-03-312026-04-16

IYF ISHARES TR5.5K shares4.93%2026-03-312026-04-16

IAI ISHARES TR4.0K shares5.61%2026-03-312026-04-16

FHLC FIDELITY COVINGTON TRUST9.1K shares0.85%2026-03-312026-04-16

BA BOEING CO3.2K shares0.00%2026-03-312026-04-16

Sponsored

BUFF INNOVATOR ETFS TRUST12.3K shares-0.11%2026-03-312026-04-16

PSTP INNOVATOR ETFS TRUST17.4K shares-0.05%2026-03-312026-04-16

SFLR INNOVATOR ETFS TRUST16.6K shares-0.14%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.9K shares2.31%2026-03-312026-04-16

RTX RTX CORPORATION2.6K shares0.04%2026-03-312026-04-16

FHN FIRST HORIZON CORPORATION21.3K shares0.43%2026-03-312026-04-16

GGLL DIREXION SHARES ETF TRUST6.1K shares-24.54%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON1.8K shares0.38%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC1.3K shares3.07%2026-03-312026-04-16

GEV GE VERNOVA INC502 shares0.00%2026-03-312026-04-16

LOW LOWES COS INC1.8K shares0.28%2026-03-312026-04-16

GLD SPDR GOLD TR956 shares0.00%2026-03-312026-04-16

AMGN AMGEN INC1.2K shares0.00%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.36%2026-03-312026-04-16

META META PLATFORMS INC713 shares-14.51%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.8K shares-7.72%2026-03-312026-04-16

Sponsored

USMV ISHARES TR4.0K shares0.42%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL10.8K shares0.00%2026-03-312026-04-16

KHC KRAFT HEINZ CO15.5K shares0.00%2026-03-312026-04-16

AZO AUTOZONE INC100 shares0.00%2026-03-312026-04-16

SOXX ISHARES TR998 shares0.10%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T502 shares3.72%2026-03-312026-04-16

RF REGIONS FINANCIAL CORP NEW12.4K shares-0.77%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC700 shares16.67%2026-03-312026-04-16

Sponsored

BAC BANK AMERICA CORP6.1K shares0.11%2026-03-312026-04-16

INTU INTUIT685 shares-82.85%2026-03-312026-04-16

IYM ISHARES TR1.7K shares0.24%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL600 sharesnew addition2026-03-312026-04-16

ETFS GOLD TR ETFS GOLD TR6.4K shares0.00%2026-03-312026-04-16

ITOT ISHARES TR2.0K shares0.82%2026-03-312026-04-16

FDVV FIDELITY COVINGTON TRUST5.0K shares0.00%2026-03-312026-04-16

VB VANGUARD INDEX FDS1.0K shares-0.67%2026-03-312026-04-16

Sponsored

VO VANGUARD INDEX FDS946 shares0.11%2026-03-312026-04-16

ABBV ABBVIE INC1.2K shares0.08%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP374 shares0.00%2026-03-312026-04-16

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC18.7K shares0.04%2026-03-312026-04-16

KO COCA COLA CO3.0K shares0.00%2026-03-312026-04-16

ALPHABET INC ALPHABET INC796 shares0.00%2026-03-312026-04-16

TSLA TESLA INC586 shares0.00%2026-03-312026-04-16

FLTB FIDELITY MERRIMACK STR TR4.3K sharesnew addition2026-03-312026-04-16

Sponsored

MCD MCDONALDS CORP692 shares0.00%2026-03-312026-04-16

IJH ISHARES TR3.1K shares0.00%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR4.1K sharesnew addition2026-03-312026-04-16

T AT&T INC6.9K shares-24.65%2026-03-312026-04-16

RIG TRANSOCEAN LTD13.0K shares-62.86%2026-03-312026-04-16

IUSV

ISHARES TR

0.71%

Shares295.6K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

6.63%

Shares39.7K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

6.61%

Shares162.8K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

17.12%

Shares211.2K

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

11.76%

Shares99.8K

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC

-0.17%

Shares92.3K

Event2026-03-31

Filed2026-04-16

FTEC

FIDELITY COVINGTON TRUST

-18.20%

Shares32.8K

Event2026-03-31

Filed2026-04-16

IYJ

ISHARES TR

36.05%

Shares43.8K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

-1.04%

Shares81.1K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

1.23%

Shares20.6K

Event2026-03-31

Filed2026-04-16

FCOM

FIDELITY COVINGTON TRUST

-6.07%

Shares71.3K

Event2026-03-31

Filed2026-04-16

IBB

ISHARES TR

20.70%

Shares28.2K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

1.02%

Shares20.7K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

0.96%

Shares33.6K

Event2026-03-31

Filed2026-04-16

FSTA

FIDELITY COVINGTON TRUST

664.55%

Shares63.6K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

1.14%

Shares22.9K

Event2026-03-31

Filed2026-04-16

IYC

ISHARES TR

-26.68%

Shares31.2K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

2.35%

Shares9.7K

Event2026-03-31

Filed2026-04-16

IYE

ISHARES TR

New

Shares34.1K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

New

Shares6.4K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

6.22%

Shares7.1K

Event2026-03-31

Filed2026-04-16

AFL

AFLAC INC

0.23%

Shares18.0K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

0.83%

Shares19.5K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-0.17%

Shares4.0K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-1.37%

Shares4.5K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

0.34%

Shares1.5K

Event2026-03-31

Filed2026-04-16

FDIS

FIDELITY COVINGTON TRUST

-21.10%

Shares13.6K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

3.17%

Shares6.5K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

0.61%

Shares8.9K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

1.04%

Shares5.0K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-4.65%

Shares6.0K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-16

TSCO

TRACTOR SUPPLY CO

0.33%

Shares15.2K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

1.30%

Shares4.4K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-16

IYF

ISHARES TR

4.93%

Shares5.5K

Event2026-03-31

Filed2026-04-16

IAI

ISHARES TR

5.61%

Shares4.0K

Event2026-03-31

Filed2026-04-16

FHLC

FIDELITY COVINGTON TRUST

0.85%

Shares9.1K

Event2026-03-31

Filed2026-04-16

BOEING CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

BUFF

INNOVATOR ETFS TRUST

-0.11%

Shares12.3K

Event2026-03-31

Filed2026-04-16

PSTP

INNOVATOR ETFS TRUST

-0.05%

Shares17.4K

Event2026-03-31

Filed2026-04-16

SFLR

INNOVATOR ETFS TRUST

-0.14%

Shares16.6K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

2.31%

Shares1.9K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-16

FHN

FIRST HORIZON CORPORATION

0.43%

Shares21.3K

Event2026-03-31

Filed2026-04-16

GGLL

DIREXION SHARES ETF TRUST

-24.54%

Shares6.1K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

0.38%

Shares1.8K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

3.07%

Shares1.3K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

0.00%

Shares502

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.00%

Shares956

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

0.36%

Shares1.7K

Event2026-03-31

Filed2026-04-16