SOUTHERN CAPITAL SERVICES INC /ADV

PrivateCIK: 711987
Location

DAPHNE, AL

29
Positions
$155.60M
Total AUM (reported)
2.15M
Total Shares

Allocation by class

TOTAL AUM$155.60M29 positions
STATE STREET TEC$23.08M14.8%
FT VEST TEC$14.86M9.6%
NASDAQ EQT PREM$10.67M6.9%
HEALTH CAR ETF$10.01M6.4%
STATE STREET FIN$9.16M5.9%
RBA INDL ETF$7.84M5.0%
CONSUM DIS ETF$7.84M5.0%

Portfolio Concentration

Top 331.2%4–1035.0%11–2532.9%Rest0.8%TOP 1066.3%0%100%
Top 3$48.61M31.2%
4–10$54.53M35.0%
11–25$51.20M32.9%
Rest$1.27M0.8%

Top 3 weight

31.2%

Top 10 weight

66.3%

Voting Authority Distribution

Total shares with voting rights: 2.15M

Sole

Full voting authority

2.15M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares173.65K
TypeSH
Market value$23.08M
14.83%
Sole
173.65K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST TEC
Shares559.52K
TypeSH
Market value$14.86M
9.55%
Sole
559.52K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares192.19K
TypeSH
Market value$10.67M
6.86%
Sole
192.19K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
HEALTH CAR ETF
Shares36.75K
TypeSH
Market value$10.01M
6.43%
Sole
36.75K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares185.52K
TypeSH
Market value$9.16M
5.89%
Sole
185.52K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares70.74K
TypeSH
Market value$7.84M
5.04%
Sole
70.74K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
CONSUM DIS ETF
Shares21.82K
TypeSH
Market value$7.84M
5.04%
Sole
21.82K
Shared
0.00
None
0.00

BLACKROCK ETF TRUST

SOLE
ISHARES US LARG
Shares230.65K
TypeSH
Market value$7.11M
4.57%
Sole
230.65K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares25.10K
TypeSH
Market value$6.38M
4.10%
Sole
25.10K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares62.12K
TypeSH
Market value$6.20M
3.99%
Sole
62.12K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares56.15K
TypeSH
Market value$6.20M
3.99%
Sole
56.15K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
COMM SRVC ETF
Shares33.63K
TypeSH
Market value$6.05M
3.89%
Sole
33.63K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares23.39K
TypeSH
Market value$5.94M
3.81%
Sole
23.39K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares21.25K
TypeSH
Market value$4.77M
3.07%
Sole
21.25K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDQ CLN EDGE
Shares27.21K
TypeSH
Market value$4.45M
2.86%
Sole
27.21K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares63.28K
TypeSH
Market value$3.88M
2.49%
Sole
63.28K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares64.65K
TypeSH
Market value$3.66M
2.35%
Sole
64.65K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
METAURUS CAP 400
Shares88.47K
TypeSH
Market value$3.55M
2.28%
Sole
88.47K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares60.66K
TypeSH
Market value$2.78M
1.79%
Sole
60.66K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET MAT
Shares47.05K
TypeSH
Market value$2.35M
1.51%
Sole
47.05K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares23.97K
TypeSH
Market value$2.13M
1.37%
Sole
23.97K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
DEFIANCE QUANTUM
Shares18.73K
TypeSH
Market value$2.01M
1.29%
Sole
18.73K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares10.33K
TypeSH
Market value$1.67M
1.07%
Sole
10.33K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares7.32K
TypeSH
Market value$1.24M
0.80%
Sole
7.32K
Shared
0.00
None
0.00

FIRST TR EXCH TRADED FD III

SOLE
FT VEST SMID
Shares23.56K
TypeSH
Market value$511.3K
0.33%
Sole
23.56K
Shared
0.00
None
0.00
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