$129 Million is the total value of SOUTHERN CAPITAL ADVISORS, LLC's 74 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJS | New | ISHARES TRsp smcp600vl etf | $3,878,505 | – | 42,476 | +100.0% | 3.00% | – |
| FBCG | New | FIDELITY COVINGTON TRUSTblue chip grwth | $2,170,721 | – | 102,927 | +100.0% | 1.68% | – |
| IYJ | New | ISHARES TRus industrials | $1,627,847 | – | 16,876 | +100.0% | 1.26% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $1,573,936 | – | 9,992 | +100.0% | 1.22% | – |
| DE | New | DEERE & CO | $1,401,188 | – | 3,268 | +100.0% | 1.08% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $256,067 | – | 1,847 | +100.0% | 0.20% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $230,058 | – | 867 | +100.0% | 0.18% | – |
| AMGN | New | AMGEN INC | $213,795 | – | 814 | +100.0% | 0.16% | – |
| LMT | New | LOCKHEED MARTIN CORP | $205,856 | – | 423 | +100.0% | 0.16% | – |
| MMM | New | 3M CO | $205,455 | – | 1,713 | +100.0% | 0.16% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $203,004 | – | 1,627 | +100.0% | 0.16% | – |
| BAC | New | BANK AMERICA CORP | $201,334 | – | 6,079 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 17.1% |
| UNITED PARCEL SERVICE INC | 8 | Q3 2023 | 13.5% |
| ISHARES TR | 8 | Q3 2023 | 11.8% |
| ISHARES TR | 8 | Q3 2023 | 7.0% |
| ISHARES TR | 8 | Q3 2023 | 6.1% |
| ISHARES TR | 8 | Q3 2023 | 6.6% |
| APPLE INC | 8 | Q3 2023 | 3.3% |
| PROCTER AND GAMBLE CO | 8 | Q3 2023 | 3.8% |
| ISHARES INC | 8 | Q3 2023 | 3.1% |
| FIDELITY COVINGTON TRUST | 8 | Q3 2023 | 2.7% |
View SOUTHERN CAPITAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-04 |
View SOUTHERN CAPITAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.