127 is the total number of securities SOUTHERN CAPITAL ADVISORS, LLC has owned. The longest SOUTHERN CAPITAL ADVISORS, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IUSV | ISHARES TR | 8 | 8 | 10.01% | 13.52% | 17.07% | Q4 2021 | Q3 2023 | 8 |
UPS | UNITED PARCEL SERVICE INC | 8 | 8 | 12.12% | 12.75% | 13.50% | Q4 2021 | Q3 2023 | 8 |
IVV | ISHARES TR | 8 | 8 | 6.48% | 9.21% | 11.81% | Q4 2021 | Q3 2023 | 8 |
IWP | ISHARES TR | 8 | 8 | 5.16% | 6.32% | 7.05% | Q4 2021 | Q3 2023 | 8 |
IJR | ISHARES TR | 8 | 8 | 2.16% | 4.15% | 6.11% | Q4 2021 | Q3 2023 | 8 |
IEFA | ISHARES TR | 8 | 8 | 0.74% | 4.11% | 6.58% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 2.50% | 2.82% | 3.32% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 2.14% | 2.63% | 3.78% | Q4 2021 | Q3 2023 | 8 |
IEMG | ISHARES INC | 8 | 8 | 1.69% | 2.38% | 3.06% | Q4 2021 | Q3 2023 | 8 |
FTEC | FIDELITY COVINGTON TRUST | 8 | 8 | 1.60% | 2.00% | 2.66% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 1.58% | 1.79% | 2.13% | Q4 2021 | Q3 2023 | 8 |
BLK | BLACKROCK INC | 8 | 8 | 0.81% | 1.52% | 2.21% | Q4 2021 | Q3 2023 | 8 |
AFL | AFLAC INC | 8 | 8 | 0.90% | 1.47% | 2.15% | Q4 2021 | Q3 2023 | 8 |
IVW | ISHARES TR | 8 | 8 | 1.18% | 1.41% | 1.69% | Q4 2021 | Q3 2023 | 8 |
IVE | ISHARES TR | 8 | 8 | 0.89% | 1.24% | 1.54% | Q4 2021 | Q3 2023 | 8 |
FHLC | FIDELITY COVINGTON TRUST | 8 | 8 | 0.34% | 1.23% | 2.78% | Q4 2021 | Q3 2023 | 8 |
IBB | ISHARES TR | 8 | 8 | 0.19% | 1.08% | 2.33% | Q4 2021 | Q3 2023 | 8 |
MRK | MERCK & CO INC | 8 | 8 | 0.36% | 1.05% | 1.68% | Q4 2021 | Q3 2023 | 8 |
IYC | ISHARES TR | 8 | 8 | 0.46% | 1.03% | 1.36% | Q4 2021 | Q3 2023 | 8 |
FCOM | FIDELITY COVINGTON TRUST | 8 | 8 | 0.77% | 0.99% | 1.25% | Q4 2021 | Q3 2023 | 8 |
VUG | VANGUARD INDEX FDS | 8 | 8 | 0.66% | 0.76% | 0.90% | Q4 2021 | Q3 2023 | 8 |
WMT | WALMART INC | 8 | 8 | 0.62% | 0.75% | 0.93% | Q4 2021 | Q3 2023 | 8 |
IWR | ISHARES TR | 8 | 8 | 0.47% | 0.69% | 0.76% | Q4 2021 | Q3 2023 | 8 |
FMAT | FIDELITY COVINGTON TRUST | 8 | 8 | 0.50% | 0.59% | 0.69% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 0.17% | 0.54% | 1.06% | Q4 2021 | Q3 2023 | 8 |
INTU | INTUIT | 8 | 8 | 0.18% | 0.54% | 1.72% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.21% | 0.44% | 1.19% | Q4 2021 | Q3 2023 | 8 |
FDIS | FIDELITY COVINGTON TRUST | 8 | 8 | 0.18% | 0.41% | 0.56% | Q4 2021 | Q3 2023 | 8 |
VGT | VANGUARD WORLD FDS | 8 | 8 | 0.34% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.17% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
IWM | ISHARES TR | 8 | 8 | 0.27% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
ORCL | ORACLE CORP | 8 | 8 | 0.26% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
TSCO | TRACTOR SUPPLY CO | 8 | 8 | 0.31% | 0.35% | 0.37% | Q4 2021 | Q3 2023 | 8 |
USMV | ISHARES TR | 8 | 8 | 0.21% | 0.33% | 0.49% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.24% | 0.33% | 0.45% | Q4 2021 | Q3 2023 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.24% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
IBM | INTERNATIONAL BUSINESS... | 8 | 8 | 0.13% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
VZ | VERIZON COMMUNICATIONS... | 8 | 8 | 0.14% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
RF | REGIONS FINANCIAL CORP... | 8 | 8 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
AZO | AUTOZONE INC | 8 | 8 | 0.13% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
IAI | ISHARES TR | 7 | 7 | 0.40% | 1.36% | 2.06% | Q4 2021 | Q2 2023 | 7 |
SOXX | ISHARES TR | 5 | 2 | 0.14% | 0.69% | 1.43% | Q4 2021 | Q3 2023 | 7 |
ITA | ISHARES TR | 7 | 7 | 0.43% | 0.55% | 0.62% | Q1 2022 | Q3 2023 | 7 |
RTX | RAYTHEON TECHNOLOGIES ... | 7 | 7 | 0.13% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 7 |
LOW | LOWES COS INC | 5 | 2 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 7 |
IGBH | ISHARES U S ETF TR | 6 | 6 | 1.65% | 3.25% | 3.78% | Q4 2021 | Q1 2023 | 6 |
LQDH | ISHARES U S ETF TR | 6 | 6 | 0.70% | 3.03% | 3.75% | Q4 2021 | Q1 2023 | 6 |
KO | COCA COLA CO | 6 | 6 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q1 2023 | 6 |
UNH | UNITEDHEALTH GROUP INC | 5 | 1 | 0.13% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 6 |
RIG | TRANSOCEAN LTD | 5 | 1 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q2 2023 | 6 |
TIP | ISHARES TR | 5 | 5 | 0.17% | 0.97% | 3.98% | Q4 2021 | Q4 2022 | 5 |
FLOT | ISHARES TR | 5 | 5 | 0.60% | 0.69% | 0.79% | Q1 2022 | Q1 2023 | 5 |
INTC | INTEL CORP | 5 | 5 | 0.15% | 0.47% | 0.92% | Q1 2022 | Q1 2023 | 5 |
IAK | ISHARES TR | 5 | 5 | 0.36% | 0.47% | 0.56% | Q1 2022 | Q1 2023 | 5 |
PAUG | INNOVATOR ETFS TR | 5 | 5 | 0.26% | 0.28% | 0.31% | Q4 2021 | Q4 2022 | 5 |
FDLO | FIDELITY COVINGTON TRUST | 5 | 5 | 0.20% | 0.24% | 0.33% | Q4 2021 | Q4 2022 | 5 |
IYM | ISHARES TR | 3 | 2 | 0.16% | 0.22% | 0.45% | Q4 2021 | Q2 2023 | 5 |
KMI | KINDER MORGAN INC DEL | 5 | 5 | 0.16% | 0.21% | 0.25% | Q3 2022 | Q3 2023 | 5 |
TFC | TRUIST FINL CORP | 5 | 5 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q4 2022 | 5 |
FHN | FIRST HORIZON CORPORATION | 5 | 5 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
IJS | ISHARES TR | 4 | 4 | 3.00% | 3.25% | 3.55% | Q4 2022 | Q3 2023 | 4 |
IGV | ISHARES TR | 4 | 4 | 1.45% | 1.72% | 2.05% | Q4 2021 | Q3 2022 | 4 |
IYJ | ISHARES TR | 4 | 4 | 1.26% | 1.40% | 1.54% | Q4 2022 | Q3 2023 | 4 |
ISRG | INTUITIVE SURGICAL INC | 2 | 1 | 0.18% | 0.72% | 1.35% | Q4 2021 | Q2 2023 | 4 |
UJAN | INNOVATOR ETFS TR | 4 | 4 | 0.28% | 0.30% | 0.31% | Q1 2022 | Q4 2022 | 4 |
PJAN | INNOVATOR ETFS TR | 4 | 4 | 0.28% | 0.29% | 0.30% | Q1 2022 | Q4 2022 | 4 |
IWN | ISHARES TR | 4 | 4 | 0.20% | 0.29% | 0.47% | Q4 2022 | Q3 2023 | 4 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 0.18% | 0.23% | 0.28% | Q4 2021 | Q3 2022 | 4 |
JPM | JPMORGAN CHASE & CO | 3 | 1 | 0.14% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 4 |
UNOV | INNOVATOR ETFS TR | 4 | 4 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q4 2022 | 4 |
FDX | FEDEX CORP | 3 | 3 | 1.04% | 1.11% | 1.18% | Q4 2021 | Q2 2022 | 3 |
FB | META PLATFORMS INC | 2 | 1 | 0.18% | 0.56% | 1.32% | Q4 2021 | Q3 2023 | 3 |
INNOVATOR ETFS TR | 3 | 3 | 0.28% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 | |
INNOVATOR ETFS TR | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 | |
INNOVATOR ETFS TR | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 | |
DJD | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.23% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
FBK | FB FINL CORP | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2022 | Q3 2022 | 3 |
CSCO | CISCO SYS INC | 2 | 1 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q3 2023 | 3 |
D | DOMINION ENERGY INC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2022 | Q3 2022 | 3 |
NXP | NUVEEN SELECT TAX-FREE... | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
BAC | BK OF AMERICA CORP | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q4 2022 | 3 |
AMGN | AMGEN INC | 2 | 1 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q4 2022 | 3 |
MMM | 3M CO | 2 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2022 | 3 |
GNMA | ISHARES TR | 2 | 2 | 0.14% | 1.70% | 3.26% | Q4 2021 | Q1 2022 | 2 |
DE | DEERE & CO | 2 | 2 | 1.07% | 1.08% | 1.08% | Q4 2022 | Q1 2023 | 2 |
IYG | ISHARES TR | 2 | 2 | 0.88% | 1.05% | 1.22% | Q4 2022 | Q1 2023 | 2 |
FSTA | FIDELITY COVINGTON TRUST | 1 | 1 | 0.63% | 0.95% | 1.27% | Q1 2022 | Q3 2023 | 2 |
CAT | CATERPILLAR INC | 2 | 2 | 0.86% | 0.94% | 1.02% | Q4 2021 | Q1 2022 | 2 |
IHI | ISHARES TR | 2 | 2 | 0.49% | 0.50% | 0.51% | Q2 2023 | Q3 2023 | 2 |
T | AT&T INC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
V | VISA INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q2 2022 | 2 |
GD | GENERAL DYNAMICS CORP | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q2 2023 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q2 2023 | 2 |
PKG | PACKAGING CORP AMER | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
DIS | DISNEY WALT CO | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
MFC | MANULIFE FINL CORP | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
INTU | INTUIT | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2022 | 2 |
FBCG | FIDELITY COVINGTON TRUST | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2022 | Q4 2022 | 1 |
FUTY | FIDELITY COVINGTON TRUST | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
IHE | ISHARES TR | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2022 | Q1 2022 | 1 |
IEDI | ISHARES U S ETF TR | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
PJUN | INNOVATOR ETFS TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
IGE | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
VPU | VANGUARD WORLD FDS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
EMR | EMERSON ELEC CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
RING | ISHARES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
RL | RALPH LAUREN CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
ARM HOLDINGS PLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 | |
TXN | TEXAS INSTRS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
LQD | ISHARES TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
PAYX | PAYCHEX INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
IJUL | INNOVATOR ETFS TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
DOW | DOW INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
QD | QUDIAN INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including ISHARES TR, UNITED PARCEL SERVICE INC, and ISHARES TR, are the highest-conviction holdings of SOUTHERN CAPITAL ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by SOUTHERN CAPITAL ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SOUTHERN CAPITAL ADVISORS, LLC owns currently or has owned in the past.