SOUTHERN CAPITAL ADVISORS, LLC

CIK: 0001909249SEC EDGAR →

Portfolio Value

$216.8B

Holdings

84

As of

Q4 2025

New Positions

84

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

293,510$30.1B
13.89%
2

ISHARES TR

37,267$25.5B
11.78%
3

ISHARES TR

152,723$18.4B
8.47%
4

ISHARES TR

180,321$16.1B
7.44%
5

ISHARES TR

89,262$12.2B
5.64%
6

UNITED PARCEL SERVICE INC

92,421$9.2B
4.23%
7

FIDELITY COVINGTON TRUST

40,095$9.0B
4.16%
8

ISHARES TR

64,529$6.0B
2.75%
9

FIDELITY COVINGTON TRUST

75,859$5.6B
2.56%
10

APPLE INC

20,340$5.5B
2.55%

Quarterly Changes

Top Buys

IUSVNEW
$30.1B
IVVNEW
$25.5B
IJRNEW
$18.4B
AQLTNEW
$16.1B
IWPNEW
$12.2B

Top Sells

No sells this quarter

New Positions (84)

$30.1B · 294K shares
$25.5B · 37K shares
$18.4B · 153K shares
$16.1B · 180K shares
$12.2B · 89K shares
$9.2B · 92K shares
$9.0B · 40K shares
$6.0B · 65K shares
$5.6B · 76K shares
$5.5B · 20K shares
$5.5B · 82K shares
$4.8B · 32K shares
$4.4B · 43K shares
$4.3B · 20K shares
$4.1B · 33K shares
$3.9B · 23K shares
$3.2B · 23K shares
$2.6B · 4K shares
$2.4B · 10K shares
$2.3B · 9K shares
$2.2B · 5K shares
$2.0B · 7K shares
$2.0B · 22K shares
$2.0B · 18K shares
$2.0B · 4K shares
$1.9B · 19K shares
$1.8B · 17K shares
$1.6B · 1K shares
$1.2B · 6K shares
$1.1B · 5K shares
$990.0M · 1K shares
$990.0M · 9K shares
$855.0M · 4K shares
$785.0M · 8K shares
$758.0M · 15K shares
$756.0M · 6K shares
$711.0M · 2K shares
$690.0M · 3K shares
$677.0M · 5K shares
$670.0M · 4K shares
$670.0M · 9K shares
$626.0M · 6K shares
$617.0M · 17K shares
$613.0M · 17K shares
$611.0M · 12K shares
$597.0M · 2K shares
$550.0M · 834 shares
$507.0M · 21K shares
$499.0M · 2K shares
$469.0M · 3K shares
$447.0M · 1K shares
$428.0M · 2K shares
$409.0M · 8K shares
$382.0M · 1K shares
$379.0M · 2K shares
$378.0M · 4K shares
$378.0M · 956 shares
$375.0M · 16K shares
$339.0M · 600 shares
$339.0M · 100 shares
$338.0M · 12K shares
$336.0M · 6K shares
$330.0M · 484 shares
$327.0M · 502 shares
$304.0M · 2K shares
$300.0M · 997 shares
$296.0M · 11K shares
$289.0M · 2K shares
$283.0M · 5K shares
$275.0M · 1K shares
$274.0M · 945 shares
$271.0M · 1K shares
$263.0M · 586 shares
$262.0M · 6K shares
$254.0M · 2K shares
$249.0M · 796 shares
$234.0M · 19K shares
$228.0M · 9K shares
$213.0M · 374 shares
$211.0M · 692 shares
$210.0M · 3K shares
$208.0M · 537 shares
$205.0M · 3K shares
$144.0M · 35K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services40$156.7B72.3%
Unknown6$18.5B8.5%
Technology6$12.9B5.9%
Industrials6$12.8B5.9%
Consumer Defensive4$4.8B2.2%
Communication Services5$3.7B1.7%
Consumer Cyclical7$3.6B1.7%
Healthcare5$2.0B0.9%
Energy4$1.5B0.7%
Utilities1$327.0M0.2%