Southern Capital Advisors, LLC Purchases in Q3 2024

Southern Capital Advisors, LLC

  • $176 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.94K
+ 3.96%
$87.56 - $95.49 $871K - $949K
261K $24.9M
UNH
Unitedhealth Group Inc

Healthcare
3.25K
+ 770.14%
$488.01 - $604.18 $1.59M - $1.96M
3.67K $2.15M
IEFA
Ishares Tr

ETFs
6.01K
+ 3.46%
$70.09 - $78.74 $421K - $473K
180K $14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.75K
+ 6.67%
$105.53 - $118.34 $501K - $562K
75.9K $8.88M
IVV
Ishares Core S&P 500 ETF

ETFs
387
+ 1.15%
$520.18 - $576.82 $201K - $223K
34.1K $19.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.94K
+ 3.43%
$103.87 - $117.59 $305K - $346K
88.7K $10.4M
IYG
Ishares Tr

ETFs
3.92K
+ 8.28%
$64.2 - $71.76 $251K - $281K
51.2K $3.64M
IYJ
Ishares Tr

ETFs
995
+ 3.52%
$118.32 - $133.67 $118K - $133K
29.3K $3.91M
BA
Boeing CO

Industrials
3.3K
+ 2229.73%
$152.04 - $190.6 $502K - $629K
3.45K $524K
WMT
Walmart Inc.

Consumer Defensive
905
+ 2.81%
$66.91 - $81.4 $60.6K - $73.7K
33.1K $2.68M
AAPL
Apple Inc.

Technology
19
+ 0.09%
$207.23 - $234.82 $3.94K - $4.46K
20.3K $4.74M
AFL
Aflac Inc

Financial Services
34
+ 0.2%
$88.52 - $111.8 $3.01K - $3.8K
17.1K $1.91M
MSFT
Microsoft Corp

Technology
1.13K
+ 15.44%
$395.15 - $467.56 $446K - $527K
8.43K $3.63M
IYC
Ishares U.S. Consumer Discreti

ETFs
903
+ 2.2%
$76.12 - $88.31 $68.7K - $79.7K
42K $3.69M
IVE
Ishares S&P 500 Value ETF

ETFs
665
+ 4.6%
$181.06 - $197.17 $120K - $131K
15.1K $2.98M
GOOG
Alphabet Inc.

Communication Services
1.87K
New
$149.54 - $192.66 $279K - $360K
1.87K $311K
RTX
Raytheon Technologies Corp

Industrials
2.56K
New
$99.55 - $123.34 $255K - $316K
2.56K $310K
PG
Procter & Gamble CO

Consumer Defensive
767
+ 3.56%
$160.76 - $177.82 $123K - $136K
22.3K $3.86M
KMB
Kimberly Clark Corp

Consumer Defensive
1.7K
New
$135.05 - $148.35 $230K - $252K
1.7K $241K
ABBV
Abb Vie Inc.

Healthcare
1.19K
New
$163.84 - $199.33 $195K - $237K
1.19K $235K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.26K
+ 3.5%
$84.77 - $97.13 $106K - $122K
37.1K $3.55M
MCD
Mcdonalds Corp

Consumer Cyclical
686
New
$245.82 - $304.51 $169K - $209K
686 $208K
KMI
Kinder Morgan, Inc.

Energy
9.38K
New
$19.72 - $22.22 $185K - $208K
9.38K $207K
HD
Home Depot, Inc.

Consumer Cyclical
365
+ 39.89%
$333.64 - $405.2 $122K - $148K
1.28K $518K
IHE
Ishares Tr

ETFs
448
+ 1.12%
$65.61 - $72.86 $29.4K - $32.6K
40.3K $2.84M
DG
Dollar General Corp

Consumer Defensive
2.38K
New
$80.41 - $132.42 $191K - $314K
2.38K $200K
FHN
First Horizon Corp

Financial Services
11.1K
+ 76.01%
$14.63 - $17.45 $162K - $193K
25.7K $398K
ORCL
Oracle Corp

Technology
15
+ 0.28%
$125.9 - $170.35 $1.89K - $2.56K
5.37K $915K
JPM
Jpmorgan Chase & CO

Financial Services
676
+ 49.16%
$194.9 - $224.8 $132K - $152K
2.05K $432K
IWM
Ishares Russell 2000 ETF

ETFs
282
+ 5.57%
$200.87 - $224.6 $56.6K - $63.3K
5.34K $1.18M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
46
+ 0.11%
$152.9 - $180.39 $7.03K - $8.3K
43.1K $7.52M
IEMG
Ishares Inc

ETFs
1.89K
+ 2.27%
$53.64 - $53.64 $101K - $101K
85.3K $4.57M
FDIS
Fidelity Covington Tr Msci Con

ETFs
73
+ 0.54%
$75.81 - $88.73 $5.53K - $6.48K
13.7K $1.21M
META
Meta Platforms, Inc.

Communication Services
125
+ 31.25%
$453.41 - $572.44 $56.7K - $71.6K
525 $300K
XOM
Exxon Mobil Corp

Energy
713
+ 14.95%
$109.72 - $119.0 $78.2K - $84.8K
5.48K $642K
AVGO
Broadcom Inc.

Technology
10.9K
+ 871.51%
$136.27 - $1745.86 $1.49M - $19.1M
12.2K $2.1M
MRK
Merck & Co., Inc.

Healthcare
1.06K
+ 23.01%
$111.15 - $128.97 $118K - $136K
5.66K $642K
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 11.95%
$161.02 - $200.0 $80.5K - $100K
4.68K $872K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.47%
$213.3 - $270.78 $1.07K - $1.35K
1.08K $291K
TSCO
Tractor Supply CO

Consumer Cyclical
9
+ 0.41%
$251.95 - $290.93 $2.27K - $2.62K
2.19K $636K
VUG
Vanguard Growth ETF

ETFs
9
+ 0.23%
$341.08 - $391.94 $3.07K - $3.53K
3.96K $1.52M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
30
+ 0.35%
$67.43 - $74.23 $2.02K - $2.23K
8.72K $634K
RF
Regions Financial Corp

Financial Services
4
+ 0.03%
$19.51 - $23.42 $78 - $93.7
11.7K $273K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18
+ 0.46%
$83.76 - $91.82 $1.51K - $1.65K
3.94K $359K
TFC
Truist Financial Corp

Financial Services
61
+ 1.18%
$38.22 - $44.94 $2.33K - $2.74K
5.24K $223K
IBB
Ishares Biotechnology ETF

ETFs
3
+ 0.14%
$135.09 - $149.47 $405 - $448
2.2K $319K
IYM
Ishares Tr

ETFs
6
+ 0.37%
$136.13 - $151.64 $817 - $910
1.62K $242K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.07%
$514.43 - $606.85 $514 - $607
1.42K $829K
BAC
Bank Of America Corp

Financial Services
7
+ 0.12%
$36.65 - $44.13 $257 - $309
6.08K $241K
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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