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:

Search and click to pin securities to the top

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INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:600

Value:$297.2K

% of Portfolio:0.2% ($297.2K/$180.3M)

Alphabet Inc.

GOOG|02079K107

Shares:1.9K

Value:$291.6K

% of Portfolio:0.2% ($291.6K/$180.3M)

464287556

Shares:2.2K

Value:$281.3K

% of Portfolio:0.2% ($281.3K/$180.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:957

Value:$275.8K

% of Portfolio:0.2% ($275.8K/$180.3M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:12.6K

Value:$274.1K

% of Portfolio:0.2% ($274.1K/$180.3M)

AT&T INC.

T|00206R102

Shares:9.4K

Value:$267.2K

% of Portfolio:0.1% ($267.2K/$180.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$255.2K

% of Portfolio:0.1% ($255.2K/$180.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:6.1K

Value:$254.3K

% of Portfolio:0.1% ($254.3K/$180.3M)

316092840

Shares:5.0K

Value:$248.0K

% of Portfolio:0.1% ($248.0K/$180.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.7K

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$180.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:410

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$180.3M)

316188200

Shares:4.5K

Value:$226.6K

% of Portfolio:0.1% ($226.6K/$180.3M)

MCDONALDS CORP

MCD|580135101

Shares:720

Value:$224.9K

% of Portfolio:0.1% ($224.9K/$180.3M)

464287838

Shares:1.6K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$180.3M)

FLAGSTAR FINANCIAL, INC.

FLG|649445400

Shares:18.6K

Value:$216.6K

% of Portfolio:0.1% ($216.6K/$180.3M)

COCA COLA CO

KO|191216100

Shares:3.0K

Value:$215.9K

% of Portfolio:0.1% ($215.9K/$180.3M)

46434V860

Shares:4.0K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$180.3M)

Transocean Ltd.

RIG|H8817H100

Shares:35.0K

Value:$111.0K

% of Portfolio:0.1% ($111.0K/$180.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	600	QoQ 0.00% (-0) YoY -2.12% (-13)	All Managers (Combined)	$297.2K	0.2% ($297.2K/$180.3M)	QoQ -5.11% (-$16.0K) YoY +21.46% (-$52.5K)
Alphabet Inc.(GOOGcusip02079K107)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$291.6K	0.2% ($291.6K/$180.3M)	QoQ -17.94% (-$63.8K) YoY NEW(+$291.6K)
(cusip464287556)✕	2.2K	QoQ +0.09% (-2) YoY +0.27% (-6)	All Managers (Combined)	$281.3K	0.2% ($281.3K/$180.3M)	QoQ -3.17% (-$9.2K) YoY -6.53% (-$19.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	957	QoQ 0.00% (+0) YoY NEW(+957)	All Managers (Combined)	$275.8K	0.2% ($275.8K/$180.3M)	QoQ +19.00% (+$44.0K) YoY NEW(+$275.8K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	12.6K	QoQ +7.39% (-869) YoY +5.17% (+621)	All Managers (Combined)	$274.1K	0.2% ($274.1K/$180.3M)	QoQ -0.78% (-$2.2K) YoY +8.62% (+$21.8K)
AT&T INC.(Tcusip00206R102)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$267.2K	0.1% ($267.2K/$180.3M)	QoQ NEW(+$267.2K) YoY NEW(+$267.2K)
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -0.97% (-12) YoY NEW(+1.2K)	All Managers (Combined)	$255.2K	0.1% ($255.2K/$180.3M)	QoQ +16.75% (-$36.6K) YoY NEW(+$255.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	6.1K	QoQ +0.11% (-7) YoY -4.07% (-259)	All Managers (Combined)	$254.3K	0.1% ($254.3K/$180.3M)	QoQ -4.94% (-$13.2K) YoY +5.55% (-$13.4K)
(cusip316092840)✕	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$248.0K	0.1% ($248.0K/$180.3M)	QoQ -0.68% (-$1.7K) YoY +9.46% (+$21.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$241.8K	0.1% ($241.8K/$180.3M)	QoQ +8.53% (+$19.0K) YoY NEW(+$241.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	410	QoQ +0.24% (-1) YoY -2.61% (-11)	All Managers (Combined)	$229.3K	0.1% ($229.3K/$180.3M)	QoQ -4.31% (-$10.3K) YoY +4.16% (-$9.2K)
(cusip316188200)✕	4.5K	QoQ +4.50% (+195) YoY NEW(+4.5K)	All Managers (Combined)	$226.6K	0.1% ($226.6K/$180.3M)	QoQ +5.47% (+$11.8K) YoY NEW(+$226.6K)
MCDONALDS CORP(MCDcusip580135101)	720	QoQ +1.98% (+14) YoY NEW(+720)	All Managers (Combined)	$224.9K	0.1% ($224.9K/$180.3M)	QoQ +9.89% (+$20.2K) YoY NEW(+$224.9K)
(cusip464287838)✕	1.6K	QoQ +0.30% (+5) YoY +1.55% (-25)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$180.3M)	QoQ +4.11% (+$8.7K) YoY -7.32% (-$17.4K)
FLAGSTAR FINANCIAL, INC.(FLGcusip649445400)	18.6K	QoQ +0.04% (+8) YoY NEW(+18.6K)	All Managers (Combined)	$216.6K	0.1% ($216.6K/$180.3M)	QoQ +24.59% (+$42.8K) YoY NEW(+$216.6K)
COCA COLA CO(KOcusip191216100)	3.0K	QoQ NEW(+3.0K) YoY -39.51% (-2.0K)	All Managers (Combined)	$215.9K	0.1% ($215.9K/$180.3M)	QoQ NEW(+$215.9K) YoY -29.19% (-$89.0K)
(cusip46434V860)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$180.3M)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
Transocean Ltd.(RIGcusipH8817H100)	35.0K	QoQ +52.17% (+12.0K) YoY NEW(+35.0K)	All Managers (Combined)	$111.0K	0.1% ($111.0K/$180.3M)	QoQ +28.63% (+$24.7K) YoY NEW(+$111.0K)