SouthState Bank Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), SouthState Bank Corp reported 1,701 stock positions worth $2.2 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Dimensional US Eq MKT ETF (DFUS, 3.3%). Compared with Q4 2024, it opened 1,067 new positions, sold out of 42, added to 430 and reduced 98. The biggest buy was a new position in Dimensional US Eq MKT ETF (DFUS) and the biggest sale Walmart (WMT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Winter Haven, FL
- CIK
- 0000764038
- Portfolio Value
- $2.2B (Q1 2025)
- SEC Filing
- 0001104659-25-047320 ↗ filed May 12, 2025
Holdings Value
Holdings 1,701 stocks · $2.2B
| AAPL Apple Inc. | 5.16% | 507,677 | $112.8M | Add +49.0% |
| MSFT Microsoft Corp. | 4.71% | 274,143 | $102.9M | Add +26.7% |
| DFUS Dimensional US Eq MKT ETF | 3.28% | 1,184,226 | $71.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 3.00% | 123,035 | $65.5M | Add +10.3% |
| V Visa Inc. Class A | 2.88% | 179,994 | $63.1M | Add +49.4% |
| DFAI Dimensional International Co. | 2.21% | 1,545,488 | $48.3M | New |
| PHYS Sprott Physical Gold Trust | 2.07% | 1,885,075 | $45.4M | Add +0.6% |
| JCPB JPMorgan Core Plus Bond ETF | 2.07% | 960,209 | $45.2M | New |
| MA Mastercard Inc. Class A | 2.00% | 79,849 | $43.8M | Add +20.5% |
| JPM JPMorgan Chase & Co. | 1.82% | 161,988 | $39.7M | Add +5.1% |
| AVGO Broadcom Inc. | 1.81% | 236,213 | $39.5M | Add +0.6% |
| UITB Victoryshares Core Intermedi | 1.66% | 771,747 | $36.2M | New |
| AMZN Amazon.com Inc. | 1.64% | 188,179 | $35.8M | Add +11.2% |
| IVV iShares Core S&P 500 ETF | 1.58% | 61,679 | $34.7M | Add +0.6% |
| SPHQ Invesco S&P 500 Quality ETF | 1.42% | 468,571 | $31.1M | New |
| SHY iShares 1-3 Year Treasury Bo | 1.41% | 372,832 | $30.8M | Add +56.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.21% | 152,893 | $26.4M | Add +748.2% |
| GOOG Alphabet Inc. Class C | 1.17% | 164,028 | $25.6M | Add +17.5% |
| COST Costco Wholesale Corp. | 1.12% | 25,937 | $24.5M | Add +4.8% |
| ORCL Oracle Corp. | 1.11% | 173,328 | $24.2M | Add +5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.08% | 194,451 | $23.7M | Add +0.8% |
| SGOV iShares 0-3 Month Treasury B | 1.06% | 230,390 | $23.2M | Add +20.2% |
| WMT Walmart Inc. | 1.01% | 251,292 | $22.1M | Reduce -3.5% |
| ROP Roper Technologies Inc. | 0.99% | 36,715 | $21.6M | Add +2.8% |
| ADBE Adobe Inc. | 0.98% | 56,052 | $21.5M | Add +20.7% |
| HD Home Depot Inc. | 0.97% | 57,932 | $21.2M | Add +2.5% |
| DHR Danaher Corp. | 0.95% | 100,952 | $20.7M | Add +0.9% |
| ISRG Intuitive Surgical Inc. | 0.93% | 40,891 | $20.3M | Add +4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.92% | 103,566 | $20.1M | Add +60.8% |
| PH Parker Hannifin Corp. | 0.91% | 32,753 | $19.9M | Add +5.9% |
| VONE Vanguard Russell 1000 | 0.87% | 75,301 | $19.1M | New |
| IJR iShares Core S&P Small-Cap E | 0.85% | 177,503 | $18.6M | Add +173.5% |
| KO The Coca-Cola Co. | 0.84% | 255,132 | $18.3M | Reduce -23.2% |
| BX Blackstone Inc. | 0.81% | 126,867 | $17.7M | Add +206.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.80% | 79,155 | $17.6M | Add +691.3% |
| SONY Sony Group Corp. - SP ADR | 0.79% | 679,607 | $17.3M | Reduce -2.1% |
| NEE Nextera Energy Inc. | 0.79% | 243,155 | $17.2M | Add +12.7% |
| CB Chubb Ltd. | 0.77% | 56,086 | $16.9M | Add +2.2% |
| BSX Boston Scientific Corp. | 0.75% | 161,817 | $16.3M | Add +0.7% |
| CVX Chevron Corp. | 0.74% | 97,350 | $16.3M | Add +3.3% |
| ABBV Abbvie Inc. | 0.74% | 77,642 | $16.3M | Add +6.7% |
| NOW ServiceNow Inc. | 0.74% | 20,342 | $16.2M | Add +1.3% |
| ELV Elevance Health Inc. | 0.74% | 37,140 | $16.2M | Reduce -3.7% |
| ACN Accenture PLC Class A | 0.73% | 50,830 | $15.9M | Add +38.6% |
| VLO Valero Energy Corp. | 0.72% | 120,041 | $15.9M | Add +195.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 26,646 | $14.9M | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.67% | 242,204 | $14.7M | Add +0.1% |
| HELO JPMorgan Hedged Equity ETF | 0.67% | 245,654 | $14.7M | Add +1413.7% |
| PG The Procter & Gamble Co. | 0.62% | 79,379 | $13.5M | Add +2.2% |
| LHX L3HARRIS Technologies Inc. | 0.58% | 60,495 | $12.7M | Add +4.6% |
| ROK Rockwell Automation Inc. | 0.57% | 47,831 | $12.4M | Add +3.6% |
| ICE Intercontinental Exchange Inc. | 0.56% | 71,344 | $12.3M | Add +7.4% |
| UNP Union Pacific Corp. | 0.56% | 51,649 | $12.2M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.54% | 75,755 | $11.7M | Add +14.6% |
| DFAE Dimensional Emerging Core Eq | 0.52% | 439,248 | $11.4M | New |
| VOO Vanguard S&P 500 ETF | 0.51% | 21,895 | $11.3M | Add +57518.4% |
| VCRB Vanguard Core Bond ETF | 0.48% | 136,869 | $10.6M | New |
| VEA Vanguard Ftse Developed ETF | 0.48% | 208,056 | $10.6M | Add +149.5% |
| PEP Pepsico Inc. | 0.48% | 70,004 | $10.5M | Add +46.0% |
| META Meta Platforms Inc. Class A | 0.47% | 17,682 | $10.2M | Add +13.7% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 143,858 | $9.8M | Reduce -12.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 232,958 | $9.7M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 127,303 | $9.6M | Add +1062.2% |
| XOM Exxon Mobil Corp. | 0.44% | 80,970 | $9.6M | Add +22.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 25,357 | $9.4M | Add +28.5% |
| LLY Eli Lilly & Co. | 0.43% | 11,321 | $9.4M | Add +8.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.42% | 117,313 | $9.3M | Add +5.8% |
| SCHX Schwab US Large-Cap ETF | 0.41% | 407,540 | $9.0M | Add +115024.3% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 113,045 | $8.8M | Add +32.3% |
| QLTY GMO U.S. Quality ETF | 0.40% | 277,435 | $8.7M | New |
| SNA Snap-on Inc. | 0.36% | 23,503 | $7.9M | Add +6.7% |
| JNJ Johnson & Johnson | 0.35% | 45,658 | $7.6M | Reduce -18.7% |
| AMGN Amgen Inc. | 0.35% | 24,257 | $7.6M | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 29,091 | $7.2M | Add +10.0% |
| ABT Abbott Laboratories | 0.33% | 53,936 | $7.2M | Add +7.2% |
| SYK Stryker Corp. | 0.33% | 19,133 | $7.1M | Add +5.9% |
| LNG Cheniere Energy Inc. | 0.32% | 30,700 | $7.1M | Add +18.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 14,920 | $7.0M | Add +114.1% |
| B Barrick Gold Corp. | 0.32% | 355,857 | $6.9M | Reduce -6.4% |
| ZS Zscaler Inc. | 0.31% | 34,602 | $6.9M | Add +24.8% |
| RSG Republic Services Inc. | 0.29% | 25,999 | $6.3M | Add +1.6% |
| SHEL Shell PLC-ADR | 0.28% | 83,990 | $6.2M | Add +2.8% |
| FISV Fiserv Inc. | 0.27% | 26,845 | $5.9M | Add +0.6% |
| MSI Motorola Solutions Inc. | 0.27% | 13,484 | $5.9M | Reduce -5.4% |
| DUK Duke Energy Corp. | 0.27% | 48,276 | $5.9M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 20,936 | $5.8M | Add +102.6% |
| SSB Southstate Bank Corp. | 0.26% | 61,316 | $5.7M | Add +39.8% |
| CSCO Cisco Systems Inc. | 0.25% | 89,374 | $5.5M | Reduce -2.6% |
| YUM Yum! Brands Inc. | 0.25% | 34,245 | $5.4M | Add +668.7% |
| EMR Emerson Electric Co. | 0.25% | 49,102 | $5.4M | Add +1.8% |
| ADP Automatic Data Processing | 0.25% | 17,605 | $5.4M | Add +4.2% |
| LOW Lowe's Cos Inc. | 0.24% | 22,167 | $5.2M | Add +3.4% |
| NVDA Nvidia Corp. | 0.23% | 47,184 | $5.1M | Add +93.3% |
| HON Honeywell International Inc. | 0.23% | 23,419 | $5.0M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 18,652 | $4.8M | Add +4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 48,420 | $4.8M | Add +5.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 91,071 | $4.8M | Reduce -5.6% |
| UNH Unitedhealth Group Inc. | 0.22% | 9,019 | $4.7M | Add +3.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.21% | 63,326 | $4.7M | Add +0.9% |
| CRM Salesforce Inc. | 0.21% | 17,290 | $4.6M | Add +3.3% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AAPL Apple Inc. | COM · principal | 3,000 | $666K | New |
| V Visa Inc. Class A | COM CL A · principal | 1,000 | $350K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 10 | $12K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 85 | $2K | No change |
Lines left out (1) · $8 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| QYLD Global X Nasd 100 Cov Call | NASDAQ 100 COVER | 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: $2.2B.
Portfolio Sells Q4 2024 → Q1 2025
| WMT Walmart Inc. | Reduce -3.5% | 1.01% | −0.53 |
| KO The Coca-Cola Co. | Reduce -23.2% | 0.84% | −0.52 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.68% | −0.34 |
| STZ Constellation Brands Inc. Class A | Reduce -28.6% | 0.18% | −0.26 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.5% | 0.45% | −0.20 |
| ELV Elevance Health Inc. | Reduce -3.7% | 0.74% | −0.19 |
| JNJ Johnson & Johnson | Reduce -18.7% | 0.35% | −0.19 |
| SONY Sony Group Corp. - SP ADR | Reduce -2.1% | 0.79% | −0.17 |
| MSI Motorola Solutions Inc. | Reduce -5.4% | 0.27% | −0.16 |
| HON Honeywell International Inc. | Reduce -1.9% | 0.23% | −0.13 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.6% | 0.22% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -2.6% | 0.25% | −0.10 |
| B Barrick Gold Corp. | Reduce -6.4% | 0.32% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.13% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.9% | 0.06% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -3.4% | 0.10% | −0.05 |
| ROST Ross Stores Inc. | Reduce -1.6% | 0.06% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -1.2% | 0.15% | −0.04 |
| CNC Centene Corp. | Reduce -4.7% | 0.08% | −0.04 |
| TROW T Rowe Price Group Inc. | Reduce -16.9% | 0.03% | −0.04 |
| EOG EOG Resources Inc. | Reduce -6.9% | 0.08% | −0.04 |
| MO Altria Group Inc. | Reduce -7.2% | 0.10% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -5.2% | 0.08% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -1.8% | 0.09% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.8% | 0.04% | −0.03 |
| ECL Ecolab Inc. | Reduce -1.4% | 0.08% | −0.03 |
| VXF Vanguard Extended Market ETF | Reduce -3.5% | 0.04% | −0.02 |
| TFC Truist Financial Corp. | Reduce -9.0% | 0.04% | −0.02 |
| PM Philip Morris International | Reduce -7.9% | 0.13% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -7.4% | 0.04% | −0.02 |
| CCI Crown Castle Inc. | Reduce -28.7% | 0.03% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -19.8% | 0.03% | −0.02 |
| XLF SS Financial Select Sector | Reduce -9.5% | 0.04% | −0.02 |
| MOS The Mosaic Co. | Reduce -24.0% | 0.03% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -9.5% | 0.05% | −0.02 |
| D Dominion Energy Inc. | Reduce -10.8% | 0.03% | −0.02 |
| PFE Pfizer Inc. | Reduce -15.1% | 0.02% | −0.02 |
| PPG PPG Industries Inc. | Reduce -1.9% | 0.03% | −0.02 |
| NUE Nucor Corp. | Reduce -5.1% | 0.03% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.5% | 0.03% | −0.01 |
| EA Electronic Arts Inc. | Reduce -17.4% | 0.02% | −0.01 |
| LYB Lyondellbasell Indu Class A | Reduce -31.1% | 0.01% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -4.0% | 0.05% | −0.01 |
| GD General Dynamics Corp. | Reduce -7.7% | 0.02% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -0.7% | 0.03% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -4.8% | 0.03% | −0.01 |
| CARR Carrier Global Corp. | Reduce -1.9% | 0.02% | −0.01 |
| PRK Park National Corp. | Reduce -6.8% | 0.01% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -3.7% | 0.02% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -23.5% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFUS Dimensional US Eq MKT ETF | New | 3.28% | +3.28 |
| DFAI Dimensional International Co. | New | 2.21% | +2.21 |
| JCPB JPMorgan Core Plus Bond ETF | New | 2.07% | +2.07 |
| UITB Victoryshares Core Intermedi | New | 1.66% | +1.66 |
| SPHQ Invesco S&P 500 Quality ETF | New | 1.42% | +1.42 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +748.2% | 1.21% | +1.01 |
| VONE Vanguard Russell 1000 | New | 0.87% | +0.87 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +691.3% | 0.80% | +0.65 |
| HELO JPMorgan Hedged Equity ETF | Add +1413.7% | 0.67% | +0.60 |
| DFAE Dimensional Emerging Core Eq | New | 0.52% | +0.52 |
| VOO Vanguard S&P 500 ETF | Add +57518.4% | 0.51% | +0.51 |
| VCRB Vanguard Core Bond ETF | New | 0.48% | +0.48 |
| SCHX Schwab US Large-Cap ETF | Add +115024.3% | 0.41% | +0.41 |
| VLO Valero Energy Corp. | Add +195.3% | 0.72% | +0.40 |
| QLTY GMO U.S. Quality ETF | New | 0.40% | +0.40 |
| IEFA iShares Core MSCI Eafe ETF | Add +1062.2% | 0.44% | +0.39 |
| V Visa Inc. Class A | Add +49.4% | 2.88% | +0.39 |
| IJR iShares Core S&P Small-Cap E | Add +173.5% | 0.85% | +0.36 |
| BX Blackstone Inc. | Add +206.6% | 0.81% | +0.34 |
| VEA Vanguard Ftse Developed ETF | Add +149.5% | 0.48% | +0.22 |
| YUM Yum! Brands Inc. | Add +668.7% | 0.25% | +0.21 |
| PULS Pgim Ultra Short Bond ETF | New | 0.16% | +0.16 |
| PGR Progressive Corp. | Add +8150.4% | 0.13% | +0.13 |
| SHY iShares 1-3 Year Treasury Bo | Add +56.1% | 1.41% | +0.13 |
| SCHB Schwab US Broad Market ETF | New | 0.12% | +0.12 |
| AVDE Avantis International Equity | New | 0.12% | +0.12 |
| TRMB Trimble Inc. | New | 0.11% | +0.11 |
| NOBL Proshares S&P 500 Dividend A | New | 0.10% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | New | 0.10% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +60.8% | 0.92% | +0.09 |
| DGRO iShares Core Dividend Growth | Add +162.8% | 0.19% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +114.1% | 0.32% | +0.09 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.09% | +0.09 |
| UCON First Trust Smith Unconstrai | New | 0.08% | +0.08 |
| DELL Dell Technologies -C | New | 0.08% | +0.08 |
| STEW SRH Total Return Fund Inc. | New | 0.08% | +0.08 |
| BND Vanguard Total Bond Market | Add +32533.3% | 0.08% | +0.08 |
| IVE iShares S&P 500 Value ETF | New | 0.07% | +0.07 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.07% | +0.07 |
| CVS CVS Health Corp. | Add +75.3% | 0.15% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +102.6% | 0.26% | +0.07 |
| SCHG Schwab US Large-Cap Growth | New | 0.07% | +0.07 |
| ITOT iShares Core S&P Total U.S. | Add +1547.8% | 0.07% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +239.5% | 0.11% | +0.06 |
| IWV iShares Russell 3000 ETF | Add +283.5% | 0.10% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +120.9% | 0.14% | +0.06 |
| COP Conocophillips | Add +318.0% | 0.09% | +0.06 |
| SCHK Schwab 1000 Index ETF | New | 0.05% | +0.05 |
| SCHD Schwab US DVD Equity ETF | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +173.0% | 0.10% | +0.05 |
Notes & Other Activity Q4 2024 → Q1 2025
| AAPL Apple Inc. | COM · principal | New | 3,000 | $666K |
| V Visa Inc. Class A | COM CL A · principal | New | 1,000 | $350K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 10 | $12K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |