Southern-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "ARM",
  "ABBV",
  null,
  "FLG",
  "RIG",
  "T",
  "BLK",
  "LOW",
  "COF",
  null,
  null,
  null,
  "HD",
  "MCD",
  "INTU",
  "ISRG",
  null,
  null,
  "META",
  null,
  "IVW",
  "KMI",
  null,
  null,
  null,
  "MSFT",
  null,
  "FHN",
  "GE",
  null,
  "IJR",
  "ORCL",
  null,
  "IEMG",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  "IEFA",
  "RTX",
  "GLD",
  "IBM",
  "TFC",
  "UPS",
  "TSCO",
  "AFL",
  "IWP",
  "IWR",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "WMT",
  "IUSV",
  "GEV",
  null,
  "KMB",
  "AZO",
  "BAC",
  "BA",
  "CVX",
  "KO",
  "USMV",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  null,
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 78
Total Value: 180311360
Accession Number: 0001667731-25-000492
Form Type: 13F-HR
CIK: southern-capital-advisors
Manager Name: Southern-Capital-Advisors

Data Enrichment

74% identified

58 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $180.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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BOEING CO

BA|097023105

Shares:3.2K

Value:$542.2K

% of Portfolio:0.3% ($542.2K/$180.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.2K

Value:$540.5K

% of Portfolio:0.3% ($540.5K/$180.3M)

464288794

Shares:3.8K

Value:$528.4K

% of Portfolio:0.3% ($528.4K/$180.3M)

NVIDIA CORP

NVDA|67066G104

Shares:4.9K

Value:$527.6K

% of Portfolio:0.3% ($527.6K/$180.3M)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$473.4K

% of Portfolio:0.3% ($473.4K/$180.3M)

316092303

Shares:8.1K

Value:$416.3K

% of Portfolio:0.2% ($416.3K/$180.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.7K

Value:$415.2K

% of Portfolio:0.2% ($415.2K/$180.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.8K

Value:$410.3K

% of Portfolio:0.2% ($410.3K/$180.3M)

FIRST HORIZON CORP

FHN|320517105

Shares:20.9K

Value:$406.2K

% of Portfolio:0.2% ($406.2K/$180.3M)

GE Vernova Inc.

GEV|36828A101

Shares:1.3K

Value:$399.9K

% of Portfolio:0.2% ($399.9K/$180.3M)

INTUIT INC.

INTU|461202103

Shares:628

Value:$385.8K

% of Portfolio:0.2% ($385.8K/$180.3M)

AUTOZONE INC

AZO|053332102

Shares:100

Value:$381.3K

% of Portfolio:0.2% ($381.3K/$180.3M)

46429B697

USMV|46429B697

Shares:4.0K

Value:$371.9K

% of Portfolio:0.2% ($371.9K/$180.3M)

AMGEN INC

AMGN|031162100

Shares:1.2K

Value:$363.9K

% of Portfolio:0.2% ($363.9K/$180.3M)

CHEVRON CORP

CVX|166764100

Shares:2.0K

Value:$340.7K

% of Portfolio:0.2% ($340.7K/$180.3M)

RTX Corp

RTX|75513E101

Shares:2.6K

Value:$339.2K

% of Portfolio:0.2% ($339.2K/$180.3M)

25461A841

Shares:11.7K

Value:$335.6K

% of Portfolio:0.2% ($335.6K/$180.3M)

Meta Platforms, Inc.

META|30303M102

Shares:562

Value:$323.9K

% of Portfolio:0.2% ($323.9K/$180.3M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:10.8K

Value:$307.4K

% of Portfolio:0.2% ($307.4K/$180.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.8K

Value:$305.2K

% of Portfolio:0.2% ($305.2K/$180.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOEING CO(BAcusip097023105)	3.2K	QoQ +0.98% (-31) YoY NEW(+3.2K)	All Managers (Combined)	$542.2K	0.3% ($542.2K/$180.3M)	QoQ -2.69% (-$15.0K) YoY NEW(+$542.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.2K	QoQ +5.10% (+107) YoY +53.30% (+766)	All Managers (Combined)	$540.5K	0.3% ($540.5K/$180.3M)	QoQ +7.55% (+$38.0K) YoY +87.84% (+$252.8K)
(cusip464288794)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$528.4K	0.3% ($528.4K/$180.3M)	QoQ NEW(+$528.4K) YoY NEW(+$528.4K)
NVIDIA CORP(NVDAcusip67066G104)	4.9K	QoQ +2.26% (-108) YoY +763.12% (+4.3K)	All Managers (Combined)	$527.6K	0.3% ($527.6K/$180.3M)	QoQ -17.46% (-$111.6K) YoY +3.52% (+$18.0K)
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ +0.38% (-5) YoY +34.58% (+332)	All Managers (Combined)	$473.4K	0.3% ($473.4K/$180.3M)	QoQ -5.40% (-$27.0K) YoY +28.50% (+$105.0K)
(cusip316092303)✕	8.1K	QoQ +0.55% (+45) YoY -3.26% (-275)	All Managers (Combined)	$416.3K	0.2% ($416.3K/$180.3M)	QoQ +4.01% (+$16.1K) YoY +3.94% (-$15.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.7K	QoQ +0.36% (+6) YoY -22.50% (-485)	All Managers (Combined)	$415.2K	0.2% ($415.2K/$180.3M)	QoQ +13.50% (+$49.4K) YoY +0.92% (-$3.8K)
LOWES COMPANIES INC(LOWcusip548661107)	1.8K	QoQ +0.28% (-5) YoY +64.70% (+691)	All Managers (Combined)	$410.3K	0.2% ($410.3K/$180.3M)	QoQ -5.23% (-$22.7K) YoY +50.87% (+$138.4K)
FIRST HORIZON CORP(FHNcusip320517105)	20.9K	QoQ +0.50% (-106) YoY +44.77% (+6.5K)	All Managers (Combined)	$406.2K	0.2% ($406.2K/$180.3M)	QoQ -3.08% (-$12.9K) YoY +82.56% (+$183.7K)
GE Vernova Inc.(GEVcusip36828A101)	1.3K	QoQ -37.20% (-776) YoY NEW(+1.3K)	All Managers (Combined)	$399.9K	0.2% ($399.9K/$180.3M)	QoQ -41.71% (-$286.2K) YoY NEW(+$399.9K)
INTUIT INC.(INTUcusip461202103)	628	QoQ -81.84% (-2.8K) YoY -82.69% (-3.0K)	All Managers (Combined)	$385.8K	0.2% ($385.8K/$180.3M)	QoQ -82.25% (-$1.8M) YoY -83.64% (-$2.0M)
AUTOZONE INC(AZOcusip053332102)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$381.3K	0.2% ($381.3K/$180.3M)	QoQ +19.07% (+$61.1K) YoY +20.97% (+$66.1K)
(USMVcusip46429B697)	4.0K	QoQ +0.32% (+13) YoY +1.63% (+64)	All Managers (Combined)	$371.9K	0.2% ($371.9K/$180.3M)	QoQ +5.85% (+$20.6K) YoY +13.89% (+$45.4K)
AMGEN INC(AMGNcusip031162100)	1.2K	QoQ 0.00% (+0) YoY -18.66% (-268)	All Managers (Combined)	$363.9K	0.2% ($363.9K/$180.3M)	QoQ +19.53% (+$59.5K) YoY -10.87% (-$44.4K)
CHEVRON CORP(CVXcusip166764100)	2.0K	QoQ +16.33% (+286) YoY -23.50% (-626)	All Managers (Combined)	$340.7K	0.2% ($340.7K/$180.3M)	QoQ +34.35% (+$87.1K) YoY -18.88% (-$79.3K)
RTX Corp(RTXcusip75513E101)	2.6K	QoQ -1.23% (-32) YoY +2.35% (+59)	All Managers (Combined)	$339.2K	0.2% ($339.2K/$180.3M)	QoQ +13.03% (-$39.1K) YoY +39.03% (+$95.2K)
(cusip25461A841)✕	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$335.6K	0.2% ($335.6K/$180.3M)	QoQ NEW(+$335.6K) YoY NEW(+$335.6K)
Meta Platforms, Inc.(METAcusip30303M102)	562	QoQ +2.36% (+13) YoY +9.76% (+50)	All Managers (Combined)	$323.9K	0.2% ($323.9K/$180.3M)	QoQ +0.76% (+$2.5K) YoY +30.26% (+$75.3K)
KINDER MORGAN, INC.(KMIcusip49456B101)	10.8K	QoQ +14.93% (+1.4K) YoY NEW(+10.8K)	All Managers (Combined)	$307.4K	0.2% ($307.4K/$180.3M)	QoQ +19.67% (+$50.5K) YoY NEW(+$307.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.8K	QoQ +2.16% (+39) YoY -25.62% (-634)	All Managers (Combined)	$305.2K	0.2% ($305.2K/$180.3M)	QoQ +17.19% (+$44.8K) YoY -22.00% (-$86.1K)