SouthState Bank Corp
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), SouthState Bank Corp reported 674 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Apple (AAPL, 5.6%) and Broadcom (AVGO, 3.6%). Compared with Q3 2024, it opened 92 new positions, sold out of 29, added to 119 and reduced 190. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +12266%) and the biggest sale Elevance Health (ELV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Winter Haven, FL
- CIK
- 0000764038
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001104659-25-010950 ↗ filed Feb 10, 2025
Holdings Value
Holdings 674 stocks · $1.5B
| MSFT Microsoft Corp. | 5.98% | 216,415 | $91.2M | Add +11.1% |
| AAPL Apple Inc. | 5.59% | 340,745 | $85.3M | Add +16.0% |
| AVGO Broadcom Inc. | 3.57% | 234,824 | $54.4M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.31% | 111,578 | $50.6M | Reduce -0.2% |
| V Visa Inc. Class A | 2.50% | 120,455 | $38.1M | Add +50.4% |
| PHYS Sprott Physical Gold Trust | 2.47% | 1,874,040 | $37.7M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 2.43% | 169,217 | $37.1M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 2.42% | 154,062 | $36.9M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 2.37% | 61,331 | $36.1M | Add +30.6% |
| MA Mastercard Inc. Class A | 2.29% | 66,243 | $34.9M | Add +9.9% |
| ORCL Oracle Corp. | 1.80% | 164,659 | $27.4M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.74% | 139,575 | $26.6M | Add +6.3% |
| WMT Walmart Inc. | 1.54% | 260,503 | $23.5M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.53% | 192,965 | $23.3M | Reduce -0.8% |
| DHR Danaher Corp. | 1.51% | 100,096 | $23.0M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.49% | 24,744 | $22.7M | Reduce -0.5% |
| HD Home Depot Inc. | 1.44% | 56,547 | $22.0M | Reduce -0.7% |
| NOW ServiceNow Inc. | 1.40% | 20,079 | $21.3M | Add +0.2% |
| KO The Coca-Cola Co. | 1.36% | 332,198 | $20.7M | Reduce -2.1% |
| ADBE Adobe Inc. | 1.35% | 46,444 | $20.7M | Add +11.6% |
| ISRG Intuitive Surgical Inc. | 1.34% | 39,315 | $20.5M | Add +5.5% |
| PH Parker Hannifin Corp. | 1.29% | 30,937 | $19.7M | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.28% | 238,850 | $19.6M | Reduce -0.2% |
| SGOV iShares 0-3 Month Treasury B | 1.26% | 191,667 | $19.2M | Add +12265.6% |
| ROP Roper Technologies Inc. | 1.22% | 35,706 | $18.6M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 26,686 | $15.6M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 1.01% | 215,835 | $15.5M | Add +1.5% |
| CB Chubb Ltd. | 0.99% | 54,891 | $15.2M | Add +1.3% |
| SONY Sony Group Corp. - SP ADR | 0.96% | 694,261 | $14.7M | Reduce -2.8% |
| BSX Boston Scientific Corp. | 0.94% | 160,710 | $14.4M | Add +1.9% |
| ELV Elevance Health Inc. | 0.93% | 38,579 | $14.2M | Reduce -4.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.91% | 241,903 | $13.9M | Reduce -7.1% |
| CVX Chevron Corp. | 0.90% | 94,279 | $13.7M | Reduce -2.0% |
| ROK Rockwell Automation Inc. | 0.86% | 46,175 | $13.2M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.85% | 77,668 | $13.0M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.85% | 72,745 | $12.9M | Reduce -2.2% |
| ACN Accenture PLC Class A | 0.85% | 36,682 | $12.9M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 64,427 | $12.6M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 0.82% | 66,109 | $12.5M | Add +1.1% |
| LHX L3HARRIS Technologies Inc. | 0.80% | 57,844 | $12.2M | Add +0.8% |
| UNP Union Pacific Corp. | 0.76% | 50,660 | $11.6M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.67% | 231,787 | $10.2M | Reduce -1.8% |
| ICE Intercontinental Exchange Inc. | 0.65% | 66,417 | $9.9M | Add +4.5% |
| MDLZ Mondelez International Inc. Class A | 0.64% | 164,482 | $9.8M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.60% | 15,554 | $9.1M | Add +9.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.57% | 110,935 | $8.7M | Reduce -7.9% |
| JNJ Johnson & Johnson | 0.53% | 56,157 | $8.1M | Reduce -18.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.53% | 19,737 | $8.1M | No change |
| LLY Eli Lilly & Co. | 0.53% | 10,430 | $8.1M | Reduce -6.3% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 64,895 | $7.5M | Add +34.6% |
| SNA Snap-on Inc. | 0.49% | 22,025 | $7.5M | Add +1.0% |
| PEP Pepsico Inc. | 0.48% | 47,937 | $7.3M | Reduce -5.4% |
| BX Blackstone Inc. | 0.47% | 41,376 | $7.1M | Add +1290.3% |
| XOM Exxon Mobil Corp. | 0.47% | 66,142 | $7.1M | Reduce -1.9% |
| STZ Constellation Brands Inc. Class A | 0.45% | 30,857 | $6.8M | Reduce -7.3% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 85,476 | $6.6M | Reduce -18.2% |
| MSI Motorola Solutions Inc. | 0.43% | 14,260 | $6.6M | Reduce -0.8% |
| SYK Stryker Corp. | 0.43% | 18,072 | $6.5M | Add +3.2% |
| AMGN Amgen Inc. | 0.41% | 23,738 | $6.2M | Reduce -2.5% |
| EMR Emerson Electric Co. | 0.39% | 48,227 | $6.0M | Reduce -0.5% |
| B Barrick Gold Corp. | 0.39% | 380,187 | $5.9M | Reduce -18.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 26,452 | $5.8M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.37% | 50,295 | $5.7M | Reduce -2.6% |
| CRM Salesforce Inc. | 0.37% | 16,738 | $5.6M | Reduce -0.7% |
| LNG Cheniere Energy Inc. | 0.37% | 25,970 | $5.6M | Add +5.0% |
| FISV Fiserv Inc. | 0.36% | 26,681 | $5.5M | Reduce -4.2% |
| CSCO Cisco Systems Inc. | 0.36% | 91,730 | $5.4M | Reduce -9.3% |
| HON Honeywell International Inc. | 0.35% | 23,872 | $5.4M | Reduce -3.2% |
| LOW Lowe's Cos Inc. | 0.35% | 21,435 | $5.3M | Reduce -15.5% |
| PYPL PayPal Holdings Inc. | 0.35% | 61,843 | $5.3M | Add +13.0% |
| RSG Republic Services Inc. | 0.34% | 25,594 | $5.1M | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 46,036 | $5.1M | Reduce -1.7% |
| SHEL Shell PLC-ADR | 0.34% | 81,681 | $5.1M | Reduce -5.5% |
| DUK Duke Energy Corp. | 0.33% | 46,648 | $5.0M | Reduce -1.8% |
| ZS Zscaler Inc. | 0.33% | 27,738 | $5.0M | Add +4.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.33% | 96,485 | $5.0M | Reduce -9.3% |
| VLO Valero Energy Corp. | 0.33% | 40,652 | $5.0M | Add +7599.2% |
| ADP Automatic Data Processing | 0.32% | 16,904 | $4.9M | Reduce -4.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 17,857 | $4.7M | Reduce -0.3% |
| FCNCA First Citizens Bcshs Class A | 0.29% | 2,100 | $4.4M | No change |
| UNH Unitedhealth Group Inc. | 0.29% | 8,731 | $4.4M | Reduce -0.8% |
| SSB Southstate Bank Corp. | 0.29% | 43,859 | $4.4M | Add +2.3% |
| H Hyatt Hotels Corp. Class A | 0.28% | 27,491 | $4.3M | Add +1.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.28% | 49,251 | $4.2M | Reduce -2.9% |
| MCD McDonald's Corp. | 0.27% | 14,329 | $4.2M | Reduce -2.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.27% | 62,759 | $4.1M | Reduce -3.1% |
| AXP American Express Co. | 0.27% | 13,708 | $4.1M | Reduce -4.0% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 83,388 | $4.0M | Reduce -15.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 6,968 | $3.6M | No change |
| ULTA Ulta Beauty Inc. | 0.23% | 7,985 | $3.5M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.22% | 12,651 | $3.4M | Add +1.5% |
| NKE Nike Inc. Class B | 0.22% | 43,457 | $3.3M | Reduce -20.5% |
| NVDA Nvidia Corp. | 0.21% | 24,415 | $3.3M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.21% | 32,550 | $3.2M | Reduce -4.4% |
| IWF iShares Russell 1000 Growth | 0.20% | 7,644 | $3.1M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 18,025 | $3.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 10,333 | $3.0M | Add +31.9% |
| CMCSA Comcast Corp. Class A | 0.19% | 78,102 | $2.9M | Reduce -10.3% |
| BP BP PLC-Spons ADR | 0.19% | 97,734 | $2.9M | Reduce -23.8% |
| DON Wisdomtree US Midcap Dividen | 0.18% | 54,820 | $2.8M | Add +116.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 85 | $2K | No change |
Lines left out (2) · $16 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| QYLD Global X Nasd 100 Cov Call | NASDAQ 100 COVER | 0 | $8 |
| MRNA Moderna Inc. | COM | 0 | $8 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q3 2024 → Q4 2024
| ELV Elevance Health Inc. | Reduce -4.7% | 0.93% | −0.52 |
| DHR Danaher Corp. | Reduce -0.8% | 1.51% | −0.43 |
| KO The Coca-Cola Co. | Reduce -2.1% | 1.36% | −0.32 |
| B Barrick Gold Corp. | Reduce -18.8% | 0.39% | −0.26 |
| PHYS Sprott Physical Gold Trust | Reduce -3.0% | 2.47% | −0.24 |
| JNJ Johnson & Johnson | Reduce -18.8% | 0.53% | −0.24 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.1% | 0.64% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 3.31% | −0.23 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.1% | 0.91% | −0.22 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -67.1% | 0.06% | −0.20 |
| ABBV Abbvie Inc. | Reduce -2.2% | 0.85% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -6.3% | 0.53% | −0.15 |
| HD Home Depot Inc. | Reduce -0.7% | 1.44% | −0.15 |
| STZ Constellation Brands Inc. Class A | Reduce -7.3% | 0.45% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.9% | 0.28% | −0.14 |
| AMGN Amgen Inc. | Reduce -2.5% | 0.41% | −0.13 |
| BSV Vanguard Short-Term Bond ETF | Reduce -18.2% | 0.43% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -15.5% | 0.35% | −0.13 |
| NKE Nike Inc. Class B | Reduce -20.5% | 0.22% | −0.12 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.48% | −0.12 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.76% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Reduce -15.8% | 0.26% | −0.10 |
| CNC Centene Corp. | Reduce -29.2% | 0.12% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.9% | 0.57% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.85% | −0.09 |
| BP BP PLC-Spons ADR | Reduce -23.8% | 0.19% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.2% | 1.28% | −0.09 |
| CVX Chevron Corp. | Reduce -2.0% | 0.90% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.47% | −0.08 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.1% | 0.27% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.29% | −0.07 |
| AFL Aflac Inc. | Reduce -55.9% | 0.04% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -9.3% | 0.33% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -10.3% | 0.19% | −0.06 |
| SHEL Shell PLC-ADR | Reduce -5.5% | 0.34% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -4.4% | 0.21% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -45.0% | 0.05% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -22.1% | 0.09% | −0.05 |
| DUK Duke Energy Corp. | Reduce -1.8% | 0.33% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.8% | 1.53% | −0.05 |
| NUE Nucor Corp. | Reduce -29.1% | 0.05% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 1.02% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.9% | 0.27% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -6.5% | 0.18% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 1.49% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.37% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 0.11% | −0.03 |
| CCI Crown Castle Inc. | Reduce -14.6% | 0.05% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -1.3% | 0.38% | −0.03 |
| ECL Ecolab Inc. | Reduce -7.9% | 0.11% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| SGOV iShares 0-3 Month Treasury B | Add +12265.6% | 1.26% | +1.25 |
| V Visa Inc. Class A | Add +50.4% | 2.50% | +0.98 |
| AAPL Apple Inc. | Add +16.0% | 5.59% | +0.87 |
| IVV iShares Core S&P 500 ETF | Add +30.6% | 2.37% | +0.50 |
| BX Blackstone Inc. | Add +1290.3% | 0.47% | +0.44 |
| VLO Valero Energy Corp. | Add +7599.2% | 0.33% | +0.32 |
| AMZN Amazon.com Inc. | Add +0.9% | 2.43% | +0.28 |
| MA Mastercard Inc. Class A | Add +9.9% | 2.29% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +6.3% | 1.74% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 2.42% | +0.20 |
| MSFT Microsoft Corp. | Add +11.1% | 5.98% | +0.20 |
| NOW ServiceNow Inc. | Add +0.2% | 1.40% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +34.6% | 0.49% | +0.10 |
| DON Wisdomtree US Midcap Dividen | Add +116.1% | 0.18% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +5.5% | 1.34% | +0.08 |
| VXUS Vanguard Total Intl Stock | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.82% | +0.07 |
| CVS CVS Health Corp. | Add +849.6% | 0.08% | +0.07 |
| HCA HCA Healthcare Inc. | Add +1211.8% | 0.07% | +0.07 |
| LNG Cheniere Energy Inc. | Add +5.0% | 0.37% | +0.06 |
| SNA Snap-on Inc. | Add +1.0% | 0.49% | +0.05 |
| SLM SLM Corp. | New | 0.05% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +13.0% | 0.35% | +0.05 |
| BNY Bank of New York Mellon Corp. | Add +19423.4% | 0.05% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +903.9% | 0.05% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +31.9% | 0.20% | +0.04 |
| MU Micron Technology Inc. | Add +386.0% | 0.05% | +0.04 |
| META Meta Platforms Inc. Class A | Add +9.0% | 0.60% | +0.03 |
| TSCO Tractor Supply Company | Add +69.8% | 0.10% | +0.03 |
| BSX Boston Scientific Corp. | Add +1.9% | 0.94% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +50.1% | 0.10% | +0.03 |
| TSLA Tesla Inc. | Add +4.3% | 0.08% | +0.03 |
| SPLV Invesco S&P 500 Low Volatili | Add +57.4% | 0.08% | +0.03 |
| CMI Cummins Inc. | Add +384.6% | 0.03% | +0.02 |
| MS Morgan Stanley | Add +1.7% | 0.15% | +0.02 |
| BA The Boeing Co. | Add +45.5% | 0.04% | +0.02 |
| ZS Zscaler Inc. | Add +4.4% | 0.33% | +0.01 |
| VLRS Controladora Vuela Cia-ADR | New | 0.01% | +0.01 |
| ULTA Ulta Beauty Inc. | Add +0.0% | 0.23% | +0.01 |
| TMUS T-Mobile US Inc. | Add +13.8% | 0.10% | +0.01 |
| HELO JPMorgan Hedged Equity ETF | Add +24.8% | 0.07% | +0.01 |
| NVDA Nvidia Corp. | Add +0.2% | 0.21% | +0.01 |
| BLK BlackRock Inc. | Add +10.1% | 0.09% | +0.01 |
| XLK SS Technology Select Sector | Add +50.6% | 0.03% | +0.01 |
| PAXS PIMCO Access Income Fund | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +12.9% | 0.13% | +0.01 |
| GUG Guggenheim Active Allocation | New | 0.01% | +0.01 |
| XLF SS Financial Select Sector | Add +14.2% | 0.06% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +53.3% | 0.01% | +0.01 |
| TBLD Thornburg Income Builder Opp | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,310 | $2.4B | AAPL, MSFT, AVGO, IVV, BRK.B |
| Q1 2026 | 1,275 | $2.1B | AAPL, MSFT, AVGO, PHYS, BRK.B |
| Q4 2025 | 1,318 | $2.2B | MSFT, AAPL, AVGO, BRK.B, PHYS |
| Q3 2025 | 1,333 | $2.2B | MSFT, AAPL, AVGO, BRK.B, V |
| Q2 2025 | 1,579 | $2.3B | MSFT, AAPL, AVGO, BRK.B, V |
| Q1 2025 | 1,701 | $2.2B | AAPL, MSFT, DFUS, BRK.B, V |
| Q4 2024 | 674 | $1.5B | MSFT, AAPL, AVGO, BRK.B, V |
| Q3 2024 | 611 | $1.5B | MSFT, AAPL, BRK.B, AVGO, PHYS |
| Q2 2024 | 635 | $1.4B | MSFT, AAPL, BRK.B, AVGO, PHYS |
| Q1 2024 | 669 | $1.3B | MSFT, AAPL, BRK.B, PHYS, AVGO |