SouthState Top Holdings and 13F Report (2025) About SouthStateSouthState 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 ActivitySouthState has $2.29 billion in total holdings as of June 30, 2025.SouthState owns shares of 1,626 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 26.98% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, SouthState has purchased 1,745 new stocks and bought additional shares in 487 stocks.SouthState sold shares of 624 stocks and completely divested from 271 stocks this quarter.Largest Holdings Microsoft $134,446,124Apple $102,444,670Broadcom $66,043,260Berkshire Hathaway $63,424,560Visa $62,185,743 Largest New Holdings this Quarter 06849F108 - BARRICK MNG CORP $1,948,960 Holding74933W189 - RBB FD INC $327,201 Holding25434V534 - DIMENSIONAL ETF TRUST $230,772 Holding92206C102 - Vanguard Short-Term Treasury ETF $179,808 Holding31609A503 - FID COVINGTON T/ENHANCED MID C $97,910 Holding Largest Purchases this Quarter Apple 496,316 shares (about $101.83M)Visa 174,146 shares (about $61.83M)SPROTT PHYSICAL GOLD TR 1,868,907 shares (about $47.38M)Oracle 179,558 shares (about $39.26M)JPMorgan Chase & Co. 134,127 shares (about $38.88M) Largest Sales this Quarter Vanguard Value ETF 135,262 shares (about $23.91M)Vanguard Dividend Appreciation ETF 99,803 shares (about $20.43M)Dimensional U.S. Equity ETF 275,940 shares (about $18.49M)Dimensional International Core Equity Market ETF 412,037 shares (about $14.24M)Rockwell Automation 38,957 shares (about $12.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSouthState Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$134,446,124$1,915,528 ▼-1.4%270,2925.9%Computer and TechnologyAAPLApple$102,444,670$101,829,160 ▲16,543.9%499,3164.5%Computer and TechnologyAVGOBroadcom$66,043,260$931,146 ▲1.4%239,5912.9%Computer and TechnologyBRK.BBerkshire Hathaway$63,424,560$3,657,848 ▲6.1%130,5652.8%FinanceVVisa$62,185,743$61,830,692 ▲17,414.6%175,1462.7%Business ServicesDFUSDimensional U.S. Equity ETF$60,873,316$18,493,495 ▼-23.3%908,2862.7%ETFSPROTT PHYSICAL GOLD TR$47,442,272$47,376,793 ▲72,354.1%1,871,4902.1%UNITMAMastercard$44,520,562$349,525 ▼-0.8%79,2271.9%Business ServicesJPMJPMorgan Chase & Co.$40,191,963$38,884,759 ▲2,974.7%138,6361.8%FinanceORCLOracle$39,801,156$39,256,767 ▲7,211.2%182,0481.7%Computer and TechnologyIVViShares Core S&P 500 ETF$39,200,146$903,415 ▲2.4%63,1341.7%ETFDFAIDimensional International Core Equity Market ETF$39,183,412$14,244,123 ▼-26.7%1,133,4511.7%ETFJCPBJPMorgan Core Plus Bond ETF$37,820,047$7,367,383 ▼-16.3%803,6561.7%ETFAMZNAmazon.com$33,879,520$24,716,697 ▲269.7%154,4261.5%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$32,759,364$1,866,504 ▲6.0%395,3581.4%ManufacturingUITBVictoryShares Core Intermediate Bond ETF$32,414,721$3,911,424 ▼-10.8%688,6491.4%ETFGOOGAlphabet$28,866,853$27,482,147 ▲1,984.7%162,7311.3%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$26,787,233$6,603,173 ▼-19.8%375,9081.2%ETFCOSTCostco Wholesale$26,415,098$739,472 ▲2.9%26,6841.2%Retail/WholesaleWMTWalmart$25,184,511$613,178 ▲2.5%257,5631.1%Retail/WholesaleTJXTJX Companies$24,465,345$24,386,929 ▲31,099.4%198,1161.1%Retail/WholesalePHParker-Hannifin$24,153,093$23,604,794 ▲4,305.1%34,5801.1%IndustrialsISRGIntuitive Surgical$23,150,896$930,318 ▲4.2%42,6031.0%MedicalSGOViShares 0-3 Month Treasury Bond ETF$22,626,453$571,516 ▼-2.5%224,7141.0%ETFNOWServiceNow$21,686,320$773,116 ▲3.7%21,0940.9%Computer and TechnologyADBEAdobe$21,668,376$17,023 ▼-0.1%56,0080.9%Computer and TechnologyROPRoper Technologies$21,652,154$840,624 ▲4.0%38,1980.9%Computer and TechnologyHDHome Depot$21,552,861$312,743 ▲1.5%58,7850.9%Retail/WholesaleDHRDanaher$20,736,564$794,506 ▲4.0%104,9740.9%MedicalVIGVanguard Dividend Appreciation ETF$20,100,231$1,096,622 ▼-5.2%98,2080.9%ETFKOCocaCola$18,870,157$819,568 ▲4.5%266,7160.8%Consumer StaplesVTVVanguard Value ETF$18,767,631$8,254,626 ▼-30.5%106,1880.8%ETFBXBlackstone$18,189,227$18,039,647 ▲12,060.2%121,6020.8%FinanceNEENextEra Energy$18,150,900$1,271,080 ▲7.5%261,4650.8%UtilitiesSONYSony$18,049,775$359,604 ▲2.0%693,4220.8%Consumer DiscretionaryBSXBoston Scientific$17,972,594$591,829 ▲3.4%167,3270.8%MedicalVONEVanguard Russell 1000 ETF$17,217,906$3,931,212 ▼-18.6%61,3040.8%ETFCBChubb$16,629,639$16,405,685 ▲7,325.5%57,3990.7%FinanceSPYSPDR S&P 500 ETF Trust$16,525,421$62,402 ▲0.4%26,7470.7%FinanceVEUVanguard FTSE All-World ex-US ETF$16,065,141$215,776 ▼-1.3%238,9940.7%ETFIJRiShares Core S&P Small-Cap ETF$15,905,076$3,494,218 ▼-18.0%145,5310.7%ETFVLOValero Energy$15,739,775$396,136 ▼-2.5%117,0940.7%EnergyACNAccenture$15,313,033$120,453 ▲0.8%51,2330.7%Computer and TechnologyVBVanguard Small-Cap ETF$14,676,752$4,081,536 ▼-21.8%61,9320.6%ETFELVElevance Health$14,531,157$85,182 ▲0.6%37,3590.6%MedicalABBVAbbVie$14,495,676$83,715 ▲0.6%78,0930.6%MedicalBSVVanguard Short-Term Bond ETF$14,466,309$5,569,674 ▲62.6%183,8160.6%ETFCVXChevron$14,086,173$146,627 ▲1.1%98,3740.6%EnergyJ P MORGAN EXCHANGE TRADED F$14,002,847$1,370,190 ▼-8.9%223,7590.6%HEDGED EQUITY LAZSZscaler$13,806,455$13,797,665 ▲156,964.3%43,9780.6%Computer and TechnologyROKRockwell Automation$13,717,292$2,170,731 ▼-13.7%41,2960.6%Computer and TechnologyMETAMeta Platforms$13,248,053$197,071 ▲1.5%17,9490.6%Computer and TechnologyVUGVanguard Growth ETF$12,546,551$1,430,059 ▲12.9%28,6190.5%ETFUNPUnion Pacific$12,228,513$345,120 ▲2.9%53,1490.5%TransportationGOOGLAlphabet$12,169,800$1,180,571 ▼-8.8%69,0560.5%Computer and TechnologyBACBank of America$11,559,898$11,473,113 ▲13,220.2%244,2920.5%FinanceLHXL3Harris Technologies$11,439,558$11,429,524 ▲113,912.5%45,6050.5%AerospaceVOOVanguard S&P 500 ETF$10,782,137$1,654,639 ▼-13.3%18,9820.5%ETFICEIntercontinental Exchange$10,287,530$10,245,699 ▲24,493.0%56,0720.4%FinanceAMZNAmazon.com$9,989,266$826,442 ▲9.0%45,5320.4%Retail/WholesaleIBMInternational Business Machines$9,908,735$1,333,290 ▲15.5%33,6140.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$9,516,606$7,748,589 ▲438.3%113,9990.4%ETFVEAVanguard FTSE Developed Markets ETF$9,503,980$2,357,310 ▼-19.9%166,7070.4%ETFPGProcter & Gamble$9,461,537$3,185,125 ▼-25.2%59,3870.4%Consumer Staples2023 ETF SERIES TRUST II$9,227,383$277,540 ▼-2.9%269,3340.4%GMO US QUALITY EVCSHVanguard Short-Term Corporate Bond ETF$9,169,611$8,092,306 ▲751.2%115,3410.4%ETFMDLZMondelez International$9,088,080$613,704 ▼-6.3%134,7580.4%Consumer StaplesDFAEDimensional Emerging Core Equity Market ETF$8,549,696$4,166,546 ▼-32.8%295,3260.4%ETFXOMExxon Mobil$8,531,939$196,627 ▼-2.3%79,1460.4%EnergyCENTENE CORP DEL$8,503,231$1,027,167 ▲13.7%34,9180.4%CENTENE CORP DELJPMJPMorgan Chase & Co.$8,380,429$7,073,225 ▲541.1%28,9070.4%FinanceSCHXSchwab US Large-Cap ETF$8,181,647$1,778,619 ▼-17.9%334,7650.4%ETFLLYEli Lilly and Company$7,870,135$954,924 ▼-10.8%10,0960.3%MedicalSYKStryker$7,760,086$190,689 ▲2.5%19,6150.3%MedicalQQQInvesco QQQ$7,750,041$480,482 ▼-5.8%14,0490.3%FinanceSNASnap-On$7,603,684$290,020 ▲4.0%24,4350.3%Consumer DiscretionaryABTAbbott Laboratories$7,535,936$200,072 ▲2.7%55,4070.3%MedicalTRMBTrimble$7,454,246$4,635,996 ▲164.5%98,1080.3%IndustrialsNVDANVIDIA$7,392,010$62,564 ▼-0.8%46,7880.3%Computer and TechnologyPEPPepsiCo$7,317,958$1,925,417 ▼-20.8%55,4220.3%Consumer StaplesAMGNAmgen$7,029,671$256,873 ▲3.8%25,1770.3%MedicalEMREmerson Electric$6,871,430$324,659 ▲5.0%51,5370.3%IndustrialsJNJJohnson & Johnson$6,770,552$203,770 ▼-2.9%44,3240.3%MedicalRSGRepublic Services$6,555,880$144,267 ▲2.3%26,5840.3%Business ServicesVANGUARD MALVERN FDS$6,382,585$4,235,713 ▼-39.9%82,2710.3%CORE BD ETFPYPLPayPal$6,258,339$1,221,152 ▲24.2%84,2080.3%Business ServicesDGROiShares Core Dividend Growth ETF$6,132,677$1,828,748 ▲42.5%95,9130.3%ETFDISWalt Disney$6,122,228$117,685 ▲2.0%49,3690.3%Consumer DiscretionaryCSCOCisco Systems$6,111,615$5,790,941 ▲1,805.9%88,0890.3%Computer and TechnologySHELShell$5,953,658$39,922 ▲0.7%84,5570.3%EnergyMSIMotorola Solutions$5,783,428$113,945 ▲2.0%13,7550.3%Computer and TechnologyHONHoneywell International$5,781,945$5,660,382 ▲4,656.3%24,8280.3%Multi-Sector ConglomeratesDUKDuke Energy$5,578,568$118,000 ▼-2.1%47,2760.2%UtilitiesADPAutomatic Data Processing$5,472,249$42,868 ▲0.8%17,7440.2%Computer and TechnologyLOWLowe's Companies$5,452,678$534,485 ▲10.9%24,5760.2%Retail/WholesaleYUMYum! Brands$5,059,458$14,966 ▼-0.3%34,1440.2%Retail/WholesaleVOVanguard Mid-Cap ETF$4,973,978$245,411 ▼-4.7%17,7750.2%ETFFIFiserv$4,924,547$296,200 ▲6.4%28,5630.2%Business ServicesAXPAmerican Express$4,765,651$175,442 ▲3.8%14,9400.2%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,695,534$109,371 ▼-2.3%88,9980.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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