Southern Capital Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $24.9M, Ishares Core S&P 500 ETF with a value of $19.7M, Ishares Tr with a value of $14M, United Parcel Service Inc with a value of $12.8M, and Ishares Russell Mid Cap Growth with a value of $10.4M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $161M to 176M.

Below you can find more details about Southern Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
ETFs: $125 Million
Industrials: $15.3 Million
Technology: $14.5 Million
Consumer Defensive: $7.81 Million
Financial Services: $4.85 Million
Healthcare: $3.98 Million
Consumer Cyclical: $2.84 Million
Energy: $1.18 Million
Other: $611,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $176 Million
  • Prior Value $161 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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