SouthState Top Holdings and 13F Report (2025)

About SouthState

SouthState NASDAQ: SSB has filed 13-F forms with the SEC as an investor. SouthState is itself a publicly traded company. For more information on SouthState stock, visit the SouthState stock profile here.

Investment Activity

SouthState has $2.19 billion in total holdings as of March 31, 2025.
SouthState owns shares of 1,839 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 31.51% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, SouthState has purchased 776 new stocks and bought additional shares in 400 stocks.
SouthState sold shares of 193 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Apple: $112,770,229
Microsoft: $102,910,635
Dimensional U.S. Equity ETF: $71,621,982
Berkshire Hathaway: $65,525,981
Visa: $63,080,767

Largest New Holdings this Quarter

25434V401 - Dimensional U.S. Equity ETF: $71,621,982 Holding
25434V203 - Dimensional International Core Equity Market ETF: $48,265,587 Holding
46641Q670 - JPMorgan Core Plus Bond ETF: $45,168,224 Holding
92647N527 - VictoryShares Core Intermediate Bond ETF: $36,225,806 Holding
46137V241 - Invesco S&P 500 Quality ETF: $31,085,015 Holding

Largest Purchases this Quarter

Dimensional U.S. Equity ETF: 1,184,226 shares (about $71.62M)
Dimensional International Core Equity Market ETF: 1,545,488 shares (about $48.27M)
JPMorgan Core Plus Bond ETF: 960,209 shares (about $45.17M)
Apple: 166,932 shares (about $37.08M)
VictoryShares Core Intermediate Bond ETF: 771,747 shares (about $36.23M)

Largest Sales this Quarter

Apple: 337,745 shares (about $75.02M)
SPROTT PHYSICAL GOLD TR: 1,871,457 shares (about $45.03M)
Visa: 119,455 shares (about $41.86M)
JPMorgan Chase & Co.: 149,553 shares (about $36.69M)
Amazon.com: 127,452 shares (about $24.25M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$112,770,229	$37,080,584 ▲	49.0%	507,677	5.2%	Computer and Technology
MSFT Microsoft	$102,910,635	$21,670,534 ▲	26.7%	274,143	4.7%	Computer and Technology
DFUS Dimensional U.S. Equity ETF	$71,621,982	$71,621,982 ▲	New Holding	1,184,226	3.3%	ETF
BRK.B Berkshire Hathaway	$65,525,981	$6,101,769 ▲	10.3%	123,035	3.0%	Finance
V Visa	$63,080,767	$20,866,061 ▲	49.4%	179,994	2.9%	Business Services
DFAI Dimensional International Core Equity Market ETF	$48,265,587	$48,265,587 ▲	New Holding	1,545,488	2.2%	ETF
SPROTT PHYSICAL GOLD TR UNIT	$45,292,758	$203,355 ▲	0.5%	1,882,492	2.1%	COM
JCPB JPMorgan Core Plus Bond ETF	$45,168,224	$45,168,224 ▲	New Holding	960,209	2.1%	ETF
MA Mastercard	$43,767,056	$7,457,759 ▲	20.5%	79,849	2.0%	Business Services
AVGO Broadcom	$39,549,172	$232,560 ▲	0.6%	236,213	1.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$38,629,600	$838,190 ▲	2.2%	157,479	1.8%	Finance
UITB VictoryShares Core Intermediate Bond ETF	$36,225,806	$36,225,806 ▲	New Holding	771,747	1.7%	ETF
IVV iShares Core S&P 500 ETF	$34,657,182	$195,540 ▲	0.6%	61,679	1.6%	ETF
SPHQ Invesco S&P 500 Quality ETF	$31,085,015	$31,085,015 ▲	New Holding	468,571	1.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$30,844,392	$11,084,331 ▲	56.1%	372,832	1.4%	Manufacturing
AMZN Amazon.com	$27,856,728	$4,338,499 ▼	-13.5%	146,414	1.3%	Retail/Wholesale
VTV Vanguard Value ETF	$26,410,747	$23,297,107 ▲	748.2%	152,893	1.2%	ETF
COST Costco Wholesale	$24,530,408	$1,128,302 ▲	4.8%	25,937	1.1%	Retail/Wholesale
GOOG Alphabet	$24,406,563	$2,600,761 ▲	11.9%	156,222	1.1%	Computer and Technology
TJX TJX Companies	$23,606,789	$103,652 ▲	0.4%	193,816	1.1%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$23,193,361	$3,898,244 ▲	20.2%	230,390	1.1%	ETF
WMT Walmart	$22,060,925	$808,634 ▼	-3.5%	251,292	1.0%	Retail/Wholesale
ROP Roper Technologies	$21,646,431	$594,886 ▲	2.8%	36,715	1.0%	Computer and Technology
ADBE Adobe	$21,497,650	$3,684,961 ▲	20.7%	56,052	1.0%	Computer and Technology
HD Home Depot	$21,231,652	$507,592 ▲	2.4%	57,932	1.0%	Retail/Wholesale
DHR Danaher	$20,695,160	$175,480 ▲	0.9%	100,952	0.9%	Medical
ISRG Intuitive Surgical	$20,252,088	$780,546 ▲	4.0%	40,891	0.9%	Medical
VIG Vanguard Dividend Appreciation ETF	$20,090,862	$7,592,610 ▲	60.7%	103,566	0.9%	ETF
ORCL Oracle	$19,437,085	$3,583,889 ▼	-15.6%	139,025	0.9%	Computer and Technology
PH Parker-Hannifin	$19,431,749	$626,693 ▲	3.3%	31,968	0.9%	Industrials
VONE Vanguard Russell 1000	$19,115,912	$19,115,912 ▲	New Holding	75,301	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$18,561,527	$11,775,443 ▲	173.5%	177,503	0.8%	ETF
KO Coca-Cola	$18,272,554	$5,519,467 ▼	-23.2%	255,132	0.8%	Consumer Staples
BX Blackstone	$17,593,689	$11,810,152 ▲	204.2%	125,867	0.8%	Finance
VB Vanguard Small-Cap ETF	$17,552,583	$15,334,423 ▲	691.3%	79,155	0.8%	ETF
SONY Sony Group	$17,255,223	$372,065 ▼	-2.1%	679,607	0.8%	Consumer Staples
NEE NextEra Energy	$17,237,273	$1,936,716 ▲	12.7%	243,155	0.8%	Utilities
CB Chubb	$16,703,973	$127,440 ▲	0.8%	55,313	0.8%	Finance
BSX Boston Scientific	$16,324,099	$111,674 ▲	0.7%	161,817	0.7%	Medical
CVX Chevron	$16,285,682	$513,748 ▲	3.3%	97,350	0.7%	Energy
ABBV AbbVie	$16,267,626	$1,026,024 ▲	6.7%	77,642	0.7%	Medical
NOW ServiceNow	$16,195,081	$209,385 ▲	1.3%	20,342	0.7%	Computer and Technology
ELV Elevance Health	$16,154,415	$625,907 ▼	-3.7%	37,140	0.7%	Medical
ACN Accenture	$15,861,072	$4,414,764 ▲	38.6%	50,830	0.7%	Computer and Technology
VLO Valero Energy	$15,853,815	$10,484,905 ▲	195.3%	120,041	0.7%	Energy
SPY SPDR S&P 500 ETF Trust	$14,905,735	$22,376 ▼	-0.1%	26,646	0.7%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$14,692,059	$18,259 ▲	0.1%	242,204	0.7%	ETF
JP MORGAN HEDGED EQUITY ETF	$14,660,631	$13,692,084 ▲	1,413.7%	245,654	0.7%	ETF
PG Procter & Gamble	$13,527,850	$291,590 ▲	2.2%	79,379	0.6%	Consumer Staples
LHX L3Harris Technologies	$12,653,836	$546,508 ▲	4.5%	60,455	0.6%	Aerospace
ROK Rockwell Automation	$12,358,575	$427,877 ▲	3.6%	47,831	0.6%	Computer and Technology
ICE Intercontinental Exchange	$12,267,511	$810,578 ▲	7.1%	71,116	0.6%	Finance
UNP Union Pacific	$12,201,550	$233,641 ▲	2.0%	51,649	0.6%	Transportation
GOOGL Alphabet	$11,714,679	$1,491,648 ▲	14.6%	75,755	0.5%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$11,372,126	$11,372,126 ▲	New Holding	439,248	0.5%	ETF
VOO Vanguard S&P 500 ETF	$11,251,880	$11,232,352 ▲	57,518.4%	21,895	0.5%	ETF
VANGUARD MALVERN FDS CORE BD	$10,597,767	$10,597,767 ▲	New Holding	136,869	0.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$10,575,497	$6,336,881 ▲	149.5%	208,056	0.5%	ETF
PEP PepsiCo	$10,496,441	$3,308,739 ▲	46.0%	70,004	0.5%	Consumer Staples
META Meta Platforms	$10,190,964	$1,226,466 ▲	13.7%	17,682	0.5%	Computer and Technology
MDLZ Mondelez International	$9,760,766	$1,399,339 ▼	-12.5%	143,858	0.4%	Consumer Staples
XOM Exxon Mobil	$9,629,705	$1,763,484 ▲	22.4%	80,970	0.4%	Energy
BAC Bank of America	$9,529,922	$142,550 ▼	-1.5%	228,371	0.4%	Finance
VUG Vanguard Growth ETF	$9,402,867	$2,084,005 ▲	28.5%	25,357	0.4%	ETF
LLY Eli Lilly and Company	$9,350,197	$735,891 ▲	8.5%	11,321	0.4%	Medical
SCHX Schwab US Large-Cap ETF	$8,998,488	$8,990,672 ▲	115,024.3%	407,540	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$8,849,163	$2,158,101 ▲	32.3%	113,045	0.4%	ETF
2023 ETF SERIES TRUST II	$8,672,619	$8,672,619 ▲	New Holding	277,435	0.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$8,190,972	$566,237 ▼	-6.5%	103,762	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$8,028,286	$7,199,615 ▲	868.8%	106,124	0.4%	ETF
AMZN Amazon.com	$7,946,231	$24,249,085 ▼	-75.3%	41,765	0.4%	Retail/Wholesale
SNA Snap-on	$7,920,747	$498,101 ▲	6.7%	23,503	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$7,571,873	$1,741,143 ▼	-18.7%	45,658	0.3%	Medical
AMGN Amgen	$7,557,269	$161,694 ▲	2.2%	24,257	0.3%	Medical
IBM International Business Machines	$7,233,889	$656,225 ▲	10.0%	29,091	0.3%	Computer and Technology
ABT Abbott Laboratories	$7,154,575	$482,976 ▲	7.2%	53,936	0.3%	Medical
SYK Stryker	$7,122,434	$394,967 ▲	5.9%	19,133	0.3%	Medical
CHENIERE ENERGY INC COM	$7,103,980	$1,094,522 ▲	18.2%	30,700	0.3%	COM
QQQ Invesco QQQ	$6,996,119	$3,728,763 ▲	114.1%	14,920	0.3%	Finance
BARRICK GOLD CORP	$6,917,860	$472,975 ▼	-6.4%	355,857	0.3%	COM
ZS Zscaler	$6,860,174	$1,356,399 ▲	24.6%	34,574	0.3%	Computer and Technology
RSG Republic Services	$6,295,919	$98,075 ▲	1.6%	25,999	0.3%	Business Services
SHEL Shell	$6,154,788	$169,204 ▲	2.8%	83,990	0.3%	Energy
FI Fiserv	$5,928,183	$36,216 ▲	0.6%	26,845	0.3%	Business Services
MSI Motorola Solutions	$5,903,431	$339,741 ▼	-5.4%	13,484	0.3%	Computer and Technology
DUK Duke Energy	$5,888,225	$198,567 ▲	3.5%	48,276	0.3%	Utilities
VTI Vanguard Total Stock Market ETF	$5,754,106	$2,914,157 ▲	102.6%	20,936	0.3%	ETF
YUM Yum! Brands	$5,388,794	$4,687,755 ▲	668.7%	34,245	0.2%	Retail/Wholesale
EMR Emerson Electric	$5,383,544	$95,935 ▲	1.8%	49,102	0.2%	Industrials
ADP Automatic Data Processing	$5,378,856	$214,177 ▲	4.1%	17,605	0.2%	Business Services
CSCO Cisco Systems	$5,230,046	$430,612 ▼	-7.6%	84,752	0.2%	Computer and Technology
LOW Lowe's Companies	$5,170,011	$170,724 ▲	3.4%	22,167	0.2%	Retail/Wholesale
NVDA NVIDIA	$5,113,784	$2,467,696 ▲	93.3%	47,184	0.2%	Computer and Technology
HON Honeywell International	$4,848,440	$206,456 ▼	-4.1%	22,897	0.2%	Multi-Sector Conglomerates
VO Vanguard Mid-Cap ETF	$4,823,781	$205,603 ▲	4.5%	18,652	0.2%	ETF
DIS Walt Disney	$4,779,043	$235,300 ▲	5.2%	48,420	0.2%	Consumer Discretionary
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,769,388	$283,531 ▼	-5.6%	91,071	0.2%	Manufacturing
AZN AstraZeneca	$4,654,462	$41,675 ▲	0.9%	63,326	0.2%	Medical
MCD McDonald's	$4,556,372	$80,282 ▲	1.8%	14,586	0.2%	Retail/Wholesale
CRM Salesforce	$4,456,923	$34,887 ▼	-0.8%	16,608	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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SouthState Top Holdings and 13F Report (2025)

About SouthState

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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SouthState Top Holdings and 13F Report (2025)

About SouthState

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouthState

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools