| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -14,119 | -100.0% | -0.13% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,313 | -100.0% | -0.17% | – |
| RF | Exit | REGIONS FINANCIAL CORP NEW | $0 | – | -11,884 | -100.0% | -0.17% | – |
| NXP | Exit | NUVEEN SELECT TAX-FREE INCOMsh ben int | $0 | – | -15,820 | -100.0% | -0.18% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,997 | -100.0% | -0.18% | – |
| Exit | ARM HOLDINGS PLCsponsored adr | $0 | – | -4,050 | -100.0% | -0.18% | – | |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,710 | -100.0% | -0.18% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,056 | -100.0% | -0.18% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -100 | -100.0% | -0.21% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -15,761 | -100.0% | -0.22% | – |
| DJD | Exit | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $0 | – | -6,707 | -100.0% | -0.23% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,850 | -100.0% | -0.23% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,448 | -100.0% | -0.29% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,159 | -100.0% | -0.29% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,533 | -100.0% | -0.31% | – |
| Exit | INNOVATOR ETFS TRladerd alctn pwr | $0 | – | -9,869 | -100.0% | -0.31% | – | |
| Exit | INNOVATOR ETFS TRpower buffer set | $0 | – | -13,959 | -100.0% | -0.31% | – | |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,296 | -100.0% | -0.32% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -768 | -100.0% | -0.32% | – |
| Exit | INNOVATOR ETFS TRquity managd flr | $0 | – | -15,088 | -100.0% | -0.32% | – | |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,194 | -100.0% | -0.32% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -2,150 | -100.0% | -0.36% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,254 | -100.0% | -0.36% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -3,612 | -100.0% | -0.37% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,720 | -100.0% | -0.39% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -4,133 | -100.0% | -0.47% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -5,301 | -100.0% | -0.47% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -12,076 | -100.0% | -0.49% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,410 | -100.0% | -0.49% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,238 | -100.0% | -0.51% | – |
| FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -9,685 | -100.0% | -0.56% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -7,076 | -100.0% | -0.62% | – |
| FMAT | Exit | FIDELITY COVINGTON TRUSTmsci matls index | $0 | – | -18,828 | -100.0% | -0.69% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -1,789 | -100.0% | -0.70% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -13,850 | -100.0% | -0.74% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -13,195 | -100.0% | -0.76% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -1,514 | -100.0% | -0.81% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,965 | -100.0% | -0.90% | – |
| WMT | Exit | WALMART INC | $0 | – | -6,981 | -100.0% | -0.93% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,911 | -100.0% | -1.05% | – |
| AFL | Exit | AFLAC INC | $0 | – | -17,964 | -100.0% | -1.15% | – |
| FCOM | Exit | FIDELITY COVINGTON TRUST | $0 | – | -37,972 | -100.0% | -1.25% | – |
| FSTA | Exit | FIDELITY COVINGTON TRUSTconsmr staples | $0 | – | -35,865 | -100.0% | -1.27% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -5,269 | -100.0% | -1.32% | – |
| IYC | Exit | ISHARES TRus consum discre | $0 | – | -24,511 | -100.0% | -1.36% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -11,930 | -100.0% | -1.53% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -18,411 | -100.0% | -1.54% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -29,769 | -100.0% | -1.69% | – |
| INTU | Exit | INTUIT | $0 | – | -4,059 | -100.0% | -1.72% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -8,100 | -100.0% | -2.13% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -23,701 | -100.0% | -2.42% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -34,039 | -100.0% | -2.67% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -55,185 | -100.0% | -2.78% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -23,506 | -100.0% | -2.85% | – |
| AAPL | Exit | APPLE INC | $0 | – | -21,009 | -100.0% | -2.99% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -77,391 | -100.0% | -3.06% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -47,835 | -100.0% | -3.55% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -86,836 | -100.0% | -6.60% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -33,053 | -100.0% | -11.81% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -96,274 | -100.0% | -12.48% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -274,989 | -100.0% | -17.07% | – |
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.