SouthState Bank Corp - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, SouthState Bank Corp held in its portfolio 500 assets valued at $2,235,343,523 (i.e. $2.24B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($124.57M), APPLE INC ($122.73M), and BROADCOM INC ($77.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SouthState Bank Corp - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 257587 | 124574225 | COM |
| APPLE INC | 451450 | 122731248 | COM |
| BROADCOM INC | 222645 | 77057435 | COM |
| SPROTT PHYSICAL GOLD TRUST | 1717325 | 56706072 | COM |
| VISA INC | 159743 | 56023468 | COM |
| BERKSHIRE HATHAWAY INC-CL B | 108879 | 54728030 | COM |
| ISHARES CORE S&P 500 ETF | 69523 | 47619084 | ETF |
| ALPHABET INC CL C | 149779 | 47000650 | COM |
| AMAZON.COM INC | 197598 | 45609571 | COM |
| MASTERCARD INC-A | 78148 | 44613131 | COM |
| JP MORGAN CHASE & CO | 138161 | 44518238 | COM |
| ISHARES BARCLAYS 1-3 YEAR TR E | 381909 | 31629703 | ETF |
| PARKER HANNIFIN CORP COM | 34647 | 30453327 | COM |
| DIMENSIONAL ETF TRUST | 389912 | 28919786 | US EQUITY MARKET |
| WALMART INC | 255878 | 28507368 | COM |
| ORACLE CORPORATION COM | 144321 | 28129606 | COM |
| VANGUARD DIVIDEND APPREC ETF | 108855 | 23924152 | ETF |
| COSTCO WHSL CORP NEW | 25890 | 22325983 | COM |
| NEXTERA ENERGY INC | 276720 | 22215083 | COM |
| TJX COMPANIES | 143669 | 22068995 | COM |
| ROCKEFELLER OPPORTUNISTIC MUNI | 850625 | 21291144 | COM |
| ROCKWELL AUTOMATION, INC | 53815 | 20937802 | COM |
| HOME DEPOT INC | 59683 | 20536921 | COM |
| J P MORGAN EXCHANGE TRADED F | 402337 | 19050679 | CORE PLUS BD ETF |
| VALERO ENERGY CORP | 115983 | 18880874 | COM |
| INTUITIVE SURGICAL INC | 33216 | 18812214 | COM |
| COCA COLA CO | 268758 | 18788873 | COM |
| L3 HARRIS TECHNOLOGIES INC | 63401 | 18612631 | COM |
| DIMENSIONAL ETF TRUST | 475153 | 18108073 | INTL CORE EQT MK |
| BLACKSTONE INC. | 117052 | 18042396 | COM |
| VICTORY PORTFOLIOS II | 376951 | 17850387 | CORE INTERMEDIAT |
| ADOBE INC | 49937 | 17477450 | COM |
| ABBVIE INC | 74621 | 17050152 | COM |
| DANAHER CORP | 73593 | 16846910 | COM |
| VANGUARD FTSE ALL-WORLD EX-US | 228886 | 16836854 | ETF |
| SERVICENOW INC | 104995 | 16084184 | COM |
| BOSTON SCIENTIFIC CORP | 168336 | 16050838 | COM |
| ROPER TECHNOLOGIES INC | 34372 | 15300010 | COM |
| J.P. MORGAN EXCHANGE-TRADED FU | 286731 | 14606077 | ETF |
| SPDR S&P 500 ETF TRUST | 21249 | 14490118 | ETF |
| BANK OF AMERICA CORP | 251502 | 13832610 | COM |
| SONY GROUP CORP SPONS ADR | 525582 | 13454899 | ADR |
| ISHARES CORE DIVIDEND GROWTH E | 191846 | 13317949 | ETF |
| CHUBB LTD ADR | 42122 | 13147119 | ADR |
| BARRICK MINING CORP. | 289102 | 12590393 | COM |
| UNION PAC CORP | 53340 | 12338609 | COM |
| CHEVRON CORPORATION | 80382 | 12251021 | COM |
| ELI LILLY & CO. | 11327 | 12172932 | COM |
| INVESCO EXCHANGE TRADED FD T | 158929 | 11927592 | S&P500 QUALITY |
| ISHARES TR/ISHARES 0-3 MNTH TR | 112539 | 11296665 | ETF |
| ALPHABET INC | 33918 | 10616334 | CAP STK CL A |
| MICRON TECHNOLOGY INC | 36659 | 10462845 | COM |
| BERKSHIRE HATHAWAY INC DEL | 20710 | 10409882 | CL B NEW |
| ISHARES CORE S&P SMALL-CAP ETF | 84865 | 10199076 | ETF |
| VANGUARD GROWTH ETF | 19907 | 9711829 | ETF |
| VANGUARD SHORT TERM BOND ETF | 122328 | 9640670 | ETF |
| SNAP ON INC | 27599 | 9510616 | COM |
| INTERCONTINENTAL EXCHANGE INC | 58127 | 9414249 | COM |
| ALPHABET INC CL A | 29196 | 9138348 | COM |
| ELEVANCE HEALTH INC | 26032 | 9125518 | COM |
| INTL. BUSINESS MACHINES CORP | 30271 | 8966573 | COM |
| EXXON MOBIL CORP | 74406 | 8954018 | COM |
| JPMORGAN CHASE & CO. | 27318 | 8802408 | COM |
| VANGUARD SCOTTSDALE FDS | 107554 | 8575280 | SHRT TRM CORP BD |
| ZSCALER INC COM | 37898 | 8524018 | COM |
| J P MORGAN EXCHANGE TRADED F | 126997 | 8436403 | HEDGED EQUITY LA |
| TJX COS INC NEW | 54713 | 8404463 | COM |
| VANGUARD INDEX FDS | 43384 | 8285851 | VALUE ETF |
| PROCTER & GAMBLE COMPANY | 57093 | 8181997 | COM |
| JOHNSON & JOHNSON | 39430 | 8160039 | COM |
| AMGEN INC | 24523 | 8026624 | COM |
| META PLATFORMS INC | 11578 | 7642522 | CL A |
| VANGUARD SCOTTSDALE FDS | 23824 | 7362470 | VNG RUS1000IDX |
| ABBOTT LABS | 55001 | 6891076 | COM |
| INTUITIVE SURGICAL INC | 12134 | 6872213 | COM NEW |
| TRIMBLE INC CL B | 85489 | 6698063 | COM |
| VANGUARD INDEX FDS | 24071 | 6209066 | SMALL CP ETF |
| SHELL PLC SPON ADR | 83496 | 6135286 | ADR |
| META PLATFORMS, INC. CLASS A | 8978 | 5926288 | COM |
| ULTA BEAUTY INC | 9725 | 5883723 | COM |
| LOWES COS INC | 24174 | 5829803 | COM |
| ASTRAZENECA PLC SPONS ADR | 62929 | 5785062 | ADR |
| DANAHER CORPORATION | 24913 | 5703084 | COM |
| AMERICAN EXPRESS CO | 15283 | 5653947 | COM |
| ORACLE CORP | 28615 | 5577352 | COM |
| HYATT HOTELS CORPORATION | 34128 | 5471401 | COM |
| VANGUARD INDEX FDS | 10756 | 5247436 | GROWTH ETF |
| VANGUARD INDEX FDS | 8322 | 5218847 | S&P 500 ETF SHS |
| CISCO SYSTEMS INC | 66141 | 5094841 | COM |
| ISHARES CORE U.S. AGGREGATE ET | 50678 | 5061719 | ETF |
| WISDOMTREE US MIDCAP DIVIDEND | 97628 | 5037605 | ETF |
| VANGUARD FTSE DEVELOPED MARKET | 80298 | 5016216 | ETF |
| EATON CORP PLC ADR | 15727 | 5009207 | ADR |
| MOTOROLA SOLUTIONS, INC | 13057 | 5005009 | COM |
| YUM! BRANDS INC | 32916 | 4979532 | COM |
| CHUBB LIMITED | 15806 | 4933369 | COM |
| VANGUARD IND FD MID-CAP | 16969 | 4924743 | ETF |
| DUKE ENERGY CORP | 41850 | 4905239 | COM |
| VANGUARD BD INDEX FDS | 58258 | 4591313 | SHORT TRM BOND |
| SONY GROUP CORP | 178028 | 4557516 | SPONSORED ADR |
| ACCENTURE PLC ADR | 16832 | 4516026 | ADR |
| ACCENTURE PLC IRELAND | 16561 | 4443317 | SHS CLASS A |
| VANGUARD VALUE ETF | 22540 | 4304915 | ETF |
| ISHARES TR | 79061 | 4180746 | ISHS 1-5YR INVS |
| MORGAN STANLEY | 23486 | 4169470 | COM |
| REPUBLIC SVCS INC | 19619 | 4157855 | COM |
| SALESFORCE INC. | 15619 | 4137630 | COM |
| ISHARES TR | 34120 | 4100545 | CORE S&P SCP ETF |
| CHENIERE ENERGY INC COM | 20944 | 4071304 | COM |
| EMERSON ELEC CO | 30614 | 4063091 | COM |
| GMO ETF TRUST | 105572 | 4060299 | GMO US QUALITY E |
| VANGUARD SMALL-CAP ETF | 15681 | 4044914 | ETF |
| DISNEY WALT CO | 35346 | 4021315 | COM |
| INVESCO QQQ TRUST SERIES 1 | 6454 | 3964757 | ETF |
| DIMENSIONAL ETF TRUST | 121614 | 3960968 | EMGR CRE EQT MNG |
| MCDONALDS CORP | 12740 | 3893735 | COM |
| BARRICK MNG CORP | 89397 | 3893239 | COM SHS |
| GOLDMAN SACHS GROUP INC COM | 4402 | 3869358 | COM |
| DELL TECHNOLOGIES INC CL C | 30716 | 3866530 | COM |
| ISHARES CORE MSCI EAFE ETF | 43153 | 3860467 | ETF |
| SOUTHSTATE BANK CORPORATION CO | 40945 | 3853334 | COM |
| NVIDIA CORP | 20223 | 3771590 | COM |
| STRYKER CORPORATION | 10635 | 3737884 | COM |
| MONDELEZ INTERNATIONAL INC | 68804 | 3703719 | COM |
| PAYPAL HOLDINGS INC | 61236 | 3574958 | COM |
| ISHARES RUSSELL MIDCAP ETF | 36812 | 3543891 | ETF |
| INTERCONTINENTAL EXCHANGE IN | 21861 | 3540609 | COM |
| VANGUARD LARGE-CAP ETF | 11230 | 3535204 | ETF |
| AUTOMATIC DATA PROCESSING IN | 13095 | 3368427 | COM |
| CVS HEALTH CORP | 42147 | 3344786 | COM |
| PEPSICO INC | 23216 | 3331960 | COM |
| CHEVRON CORP NEW | 21728 | 3311566 | COM |
| TRIMBLE INC | 40816 | 3197934 | COM |
| MERCK & CO INC | 30349 | 3194536 | COM |
| FIRST CITIZENS BANCSHARES INC | 1487 | 3191370 | COM |
| BP PLC SPONS ADR | 90888 | 3156541 | ADR |
| CRH PLC | 25249 | 3151075 | ORD |
| STRYKER CORP | 8882 | 3121757 | COM |
| ISHARES RUSSELL 1000 GROWTH ET | 6494 | 3073610 | ETF |
| VANGUARD TOTAL STCK MK ETF | 9032 | 3028159 | ETF |
| ZSCALER INC | 13441 | 3023150 | COM |
| GE AEROSPACE | 9659 | 2975262 | COM |
| ELEVANCE HEALTH INC FORMERLY | 8448 | 2961447 | COM |
| BLACKROCK INC. | 2686 | 2874935 | COM |
| CHENIERE ENERGY INC | 14214 | 2763060 | COM NEW |
| SPDR S&P 500 ETF TR | 4049 | 2761103 | TR UNIT |
| SOUTHERN CO | 30976 | 2701107 | COM |
| VANGUARD INFO TECH ETF | 3569 | 2690241 | ETF |
| HCA HEALTHCARE INC | 5625 | 2626088 | COM |
| ISHARES TR | 29331 | 2623970 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 96526 | 2597527 | US LRG CAP ETF |
| EMERSON ELECTRIC | 19202 | 2548489 | COM |
| GE VERNOVA INC | 3883 | 2537814 | COM |
| NVIDIA CORPORATION | 13350 | 2489779 | COM |
| SPROTT ASSET MANAGEMENT LP | 75315 | 2486903 | PHYSICAL GOLD TR |
| PROCTER AND GAMBLE CO | 17260 | 2473531 | COM |
| SPDR DJIA TRUST | 5025 | 2414864 | ETF |
| ISHARES TR | 6220 | 2406386 | RUSSELL 3000 ETF |
| PROFESIONALLY MANAGED PORTFO | 36706 | 2404610 | AKRE FOCUS ETF |
| TESLA INC | 5311 | 2388463 | COM |
| VANGUARD SMALL CAP VALUE ETF | 11250 | 2382638 | ETF |
| AST SPACEMOBILE INC | 32542 | 2363525 | COM |
| PROGRESSIVE CORP OHIO COM | 10264 | 2337318 | COM |
| AMERICAN CENTY ETF TR | 27966 | 2302162 | INTL EQT ETF |
| ISHARES RUSSELL 2000 ETF | 9069 | 2232425 | ETF |
| ARISTA NETWORKS INC | 16903 | 2214800 | COM |
| CATERPILLAR INC | 3847 | 2204010 | COM |
| MONDELEZ INTL INC | 40341 | 2171556 | CL A |
| LOCKHEED MARTIN CORP | 4443 | 2148946 | COM |
| GE AEROSPACE | 6912 | 2129104 | COM NEW |
| PIMCO ETF TR | 20627 | 2069744 | ENHAN SHRT MA AC |
| JP MORGAN ETF ULTRA SHORT | 40828 | 2065489 | ETF |
| PHILIP MORRIS INTERNATIONAL | 12738 | 2043175 | COM |
| ALTRIA GROUP INC | 34770 | 2004839 | COM |
| VANGUARD INDEX FDS | 5926 | 1986811 | TOTAL STK MKT |
| CADENCE BANK | 45954 | 1968669 | COM |
| ISHARES CORE S&P MID-CAP ETF | 29765 | 1964490 | ETF |
| ALPHABET INC | 6220 | 1951837 | CAP STK CL C |
| M & T BK CORP | 9532 | 1920508 | COM |
| ISHARES TR | 60777 | 1881656 | PFD AND INCM SEC |
| ISHARES MSCI EAFE ETF | 19541 | 1876522 | ETF |
| NOVO-NORDISK A S | 36813 | 1873046 | ADR |
| SRH TOTAL RETURN FUND | 100000 | 1854000 | COM |
| PHILLIPS 66 | 14277 | 1842304 | COM |
| STATE STREET ENERGY SELECT SEC | 40910 | 1829086 | ETF |
| NIKE INC | 28047 | 1786875 | CL B |
| UNITEDHEALTH GROUP INC COM | 5397 | 1781604 | COM |
| SLM CORP | 65413 | 1770076 | COM |
| VANGUARD SHORT TERM CORP BOND | 21582 | 1720733 | ETF |
| FISERV INC | 25548 | 1716060 | COM |
| INTERNATIONAL BUSINESS MACHS | 5791 | 1715352 | COM |
| BANK OF NEW YORK MELLON CORP | 14582 | 1692824 | COM |
| ISHARES TR | 20277 | 1679342 | 1 3 YR TREAS BD |
| RTX CORPORATION | 8952 | 1641797 | COM |
| CONOCOPHILLIPS | 17307 | 1620108 | COM |
| TRACTOR SUPPLY CO | 32205 | 1610572 | COM |
| FORTIVE CORP | 29099 | 1606556 | COM |
| US BANCORP DEL | 30106 | 1606457 | COM NEW |
| BHP GROUP LIMITED ADR | 26567 | 1603850 | ADR |
| T-MOBILE US INC COM | 7820 | 1587773 | COM |
| VANGUARD FTSE EMERGING MARKETS | 28505 | 1532429 | ETF |
| BERKSHIRE HATHAWAY INC-CL A | 2 | 1509600 | COM |
| DISNEY WALT CO NEW | 13237 | 1505973 | COM |
| ISHARES TR | 13663 | 1501700 | TIPS BD ETF |
| REPUBLIC SERVICES INC | 7071 | 1498557 | COM |
| ECOLAB INC COM | 5701 | 1496627 | COM |
| VANGUARD TOTAL INTL STOCK ET | 19813 | 1494693 | ETF |
| VANGUARD TAX-MANAGED FDS | 23868 | 1491062 | VAN FTSE DEV MKT |
| MORGAN STANLEY | 8391 | 1489655 | COM NEW |
| PGIM ETF TR | 29774 | 1476482 | PGIM ULTRA SH BD |
| QUALCOMM INC | 8285 | 1417151 | COM |
| SPDR SERIES TRUST | 16990 | 1398829 | STATE STREET SPD |
| HONEYWELL INTERNATIONAL INC | 7090 | 1383188 | COM |
| FIRST TR EXCHNG TRADED FD VI | 54942 | 1382891 | SMITH UNCONSTRAI |
| ISHARES TR | 13632 | 1368381 | 0-3 MNTH TREASRY |
| PALANTIR TECHNOLOGIES INC CL A | 7666 | 1362632 | COM |
| ISHARES TR | 1913 | 1310236 | CORE S&P500 ETF |
| ISHARES MSCI GLOBAL GOLD MIN E | 17508 | 1289289 | ETF |
| VANECK ETF TRUST | 12317 | 1275549 | ETF |
| JP MORGAN HEDGED EQUITY ETF | 19179 | 1274061 | ETF |
| WASTE MGMT INC DEL | 5683 | 1248613 | COM |
| ISHARES RUSSELL 1000 VALUE ETF | 5933 | 1247947 | ETF |
| VANGUARD INDUSTRIALS ETF | 4164 | 1242454 | ETF |
| CONSTELLATION BRANDS INC | 8819 | 1216670 | CL A |
| BRISTOL MYERS SQUIBB CO | 22459 | 1211439 | COM |
| EA SERIES TRUST | 23101 | 1184365 | FREEDOM 100 EM |
| ISHARES TR | 11655 | 1164102 | CORE US AGGBD ET |
| CHURCH & DWIGHT CO INC | 13631 | 1142959 | COM |
| CAPITAL ONE FINANCIAL | 4689 | 1136426 | COM |
| VANGUARD REAL ESTATE ETF | 12464 | 1102939 | ETF |
| VERIZON COMMUNICATIONS | 27037 | 1101217 | COM |
| INVESCO S&P 500 LOW VOLATILITY | 15410 | 1100582 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 15245 | 1088645 | ETF |
| ROSS STORES INC COM | 6039 | 1087865 | COM |
| AUTOMATIC DATA PROCESSING INC | 4075 | 1048212 | COM |
| PARKER-HANNIFIN CORP | 1187 | 1043326 | COM |
| TRUIST FINANCIAL CORP | 21048 | 1035772 | COM |
| ISHARES TR CORE S&P US GROWTH | 6119 | 1027625 | ETF |
| ISHARES TR | 15369 | 1014352 | CORE S&P MCP ETF |
| NXP SEMICONDUCTORS ADR | 4672 | 1014104 | COM |
| DEERE & CO. | 2155 | 1003304 | COM |
| GILEAD SCIENCES INC | 8141 | 999226 | COM |
| 3M CO | 6225 | 996623 | COM |
| SCHWAB STRATEGIC TR US DIV EQU | 35819 | 982515 | ETF |
| PIMCO ETF TR | 36733 | 980037 | MULTISECTOR BD |
| NOVARTIS AG SPONSORED ADR | 7011 | 966607 | ADR |
| EOG RES INC | 9069 | 952336 | COM |
| BOEING COMPANY | 4354 | 945340 | COM |
| SPROTT ASSET MANAGEMENT LP | 20576 | 942381 | PHYSICAL GOLD AN |
| ISHARES TR | 9783 | 939506 | MSCI EAFE ETF |
| VANGUARD TOTAL BOND MARKET ETF | 12646 | 936689 | ETF |
| CENTENE CORP | 22654 | 932212 | COM |
| ISHARES CORE HIGH DIVIDEND ETF | 7654 | 930803 | ETF |
| LINDE PLC ADR | 2150 | 916739 | COM |
| ISHARES TR | 4256 | 902570 | S&P 500 VAL ETF |
| VANGUARD INTER TERM CORP BO .1 | 10699 | 896041 | ETF |
| AFLAC INC | 8052 | 887895 | COM |
| VANGUARD CONSUMER STAPLES ETF | 4190 | 885096 | ETF |
| J P MORGAN EXCHANGE TRADED F | 17358 | 876579 | MUNICIPAL ETF |
| NUCOR CORP | 5324 | 868398 | COM |
| CSX CORPORATION | 23778 | 861953 | COM |
| RENASANT CORP | 24000 | 845280 | COM |
| ISHARES RUSSELL 1000 ETF | 2249 | 839867 | ETF |
| VANGUARD INDEX FDS | 3894 | 814313 | EXTEND MKT ETF |
| ISHARES TR | 2114 | 789485 | RUS 1000 ETF |
| VANGUARD MALVERN FDS | 10084 | 785494 | CORE BD ETF |
| STATE STREET HEALTH CARE SELEC | 5042 | 780502 | ETF |
| VANGUARD INTL EQUITY INDEX F | 10508 | 772954 | ALLWRLD EX US |
| SOUTHSTATE BK CORP | 8203 | 771985 | COM |
| ILLINOIS TOOL WORKS | 3124 | 769441 | COM |
| PROSHARES TR | 7358 | 765733 | S&P 500 DV ARIST |
| VANGUARD FTSE ALL WORLD X-US S | 5326 | 763376 | ETF |
| HONEYWELL INTL INC | 3912 | 763192 | COM |
| MASTERCARD INCORPORATED | 1328 | 758129 | CL A |
| ISHARES TR | 1587 | 751128 | RUS 1000 GRW ETF |
| ALLSTATE CORP | 3567 | 742473 | COM |
| INVESCO QQQ TR | 1201 | 738051 | UNIT SER 1 |
| FIDELITY NATL INFORMATION SVCS | 11040 | 733718 | COM |
| NIKE INC CLASS B COM | 11351 | 723172 | COM |
| PRICE T ROWE GROUP INC | 7051 | 721882 | COM |
| VANGUARD SCOTTSDALE INTER TERM | 11946 | 715924 | ETF |
| SHERWIN-WILLIAMS CO | 2151 | 696989 | COM |
| CORTEVA INC | 10359 | 694365 | COM |
| BECTON DICKINSON & CO | 3576 | 693994 | COM |
| SCHWAB STRATEGIC TR | 25917 | 679791 | US BRD MKT ETF |
| SPDR GOLD TRUST | 1705 | 675709 | ETF |
| DOMINION ENERGY INC | 11412 | 668629 | COM |
| US BANCORP | 12520 | 668067 | COM |
| PAYCHEX INC | 5884 | 660068 | COM |
| FIRST BANCORP NC COM | 12989 | 659711 | COM |
| CISCO SYS INC | 8510 | 655526 | COM |
| CONSTELLATION BRANDS INC | 4749 | 655172 | COM |
| FINANCIAL SELECT SECTOR SPDR | 11871 | 650175 | ETF |
| ACUITY, INC. | 1796 | 646633 | COM |
| CUMMINS INC | 1265 | 645720 | COM |
| WELLS FARGO CO NEW | 6760 | 630033 | COM |
| ISHARES TR | 3168 | 629229 | MSCI USA QLT FCT |
| ISHARES RUSSELL MIDCAP GRWTH E | 4509 | 617462 | ETF |
| TRAVELERS COMPANIES INC | 2127 | 616958 | COM |
| AMERICAN ELEC PWR INC | 5345 | 616332 | COM |
| ISHARES S&P MIDCAP 400/GRWTH E | 6323 | 612572 | ETF |
| MARATHON PETROLEUM CORPORATION | 3750 | 609863 | COM |
| AT & T INC | 24379 | 605575 | COM |
| VANGUARD HIGH DVD YIELD ETF | 4206 | 603645 | ETF |
| INVESCO HIGH YIELD EQUITY DIVI | 29582 | 603047 | ETF |
| VISA INC | 1712 | 600425 | COM CL A |
| CRH PLC | 4759 | 593923 | COM |
| WISDOMTREE TR US SMALLCAP DIVI | 17532 | 586445 | ETF |
| VANGUARD SPECIALIZED FUNDS | 2589 | 569011 | DIV APP ETF |
| VANGUARD MUN BD FDS | 11045 | 555478 | TAX EXEMPT BD |
| SCHWAB CHARLES CORP | 5558 | 555300 | COM |
| WELLS FARGO & CO | 5797 | 540280 | COM |
| APPLIED MATERIALS INC | 2083 | 535310 | COM |
| STATE STREET MATERIALS SELECT | 11626 | 527239 | COM |
| TEXAS INSTRUMENTS | 3039 | 527236 | COM |
| SCHWAB STRATEGIC TR | 11497 | 519056 | FUNDAMENTAL INTL |
| NOVO NORDISK AS SPONS ADR | 10200 | 518976 | ADR |
| GENERAL DYNAMICS CORP | 1540 | 518458 | COM |
| APPLIED MATLS INC | 1985 | 510126 | COM |
| ISHARES DJ SELECT DIVIDEND ETF | 3348 | 472537 | ETF |
| SCHWAB STRATEGIC TR | 12894 | 464969 | FUNDAMENTAL EMER |
| CINCINNATI FINANCIAL CORP | 2839 | 463665 | COM |
| ELECTRONIC ARTS INC | 2206 | 450752 | COM |
| STATE STREET TECHNOLOGY SELECT | 3045 | 438389 | ETF |
| SPDR GOLD TR | 1104 | 437527 | GOLD SHS |
| PHILIP MORRIS INTL INC | 2719 | 436128 | COM |
| DUKE ENERGY CORP NEW | 3710 | 434850 | COM NEW |
| ISHARES TR | 4424 | 425412 | 7-10 YR TRSY BD |
| AMERICAN WATER WORKS CO INC | 3256 | 424908 | COM |
| ISHARES GOLD TR NEW ETF | 5201 | 422165 | ETF |
| ISHARES PREFERRED & INCOME SEC | 13435 | 415948 | ETF |
| SPROTT PHYSICAL GOLD & SILVER | 9000 | 412200 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 5945 | 406400 | SHS REP COM UT |
| SHOPIFY INC CL B | 2507 | 403552 | COM |
| PALO ALTO NETWORKS INC | 2151 | 396215 | COM |
| INTEL CORP | 10645 | 392801 | COM |
| ISHARES S&P MIDCAP 400/VALUE E | 2909 | 382795 | ETF |
| GOLDMAN SACHS GROUP INC | 435 | 382365 | COM |
| THE MOSAIC COMPANY | 15828 | 381297 | COM |
| GENUINE PARTS CO | 3093 | 380316 | COM |
| INTUIT | 562 | 372280 | COM |
| ISHARES INC | 5343 | 359157 | CORE MSCI EMKT |
| ISHARES TR | 1451 | 357214 | RUSSELL 2000 ETF |
| LYFT INC | 18359 | 355615 | CL A COM |
| PPG INDUSTRIES INC | 3452 | 353692 | COM |
| FEDEX CORPORATION | 1217 | 351543 | COM |
| ISHARES TR | 5406 | 351445 | CORE 60/40 BALAN |
| TIDAL TRUST III | 13875 | 347291 | ROCKEFELLER OPP |
| ISHARES S&P SMALLCAP 600/VAL E | 3033 | 344913 | ETF |
| DIMENSIONAL ETF TRUST | 12977 | 342853 | GLOBAL REAL EST |
| DUPONT DE NEMOURS INC | 8209 | 330003 | COM |
| COLGATE PALMOLIVE CO | 4145 | 327539 | COM |
| ISHARES GOLD TR | 4015 | 325898 | ISHARES NEW |
| PAYPAL HLDGS INC | 5458 | 318638 | COM |
| PFIZER INC | 12796 | 318621 | COM |
| NETFLIX INC | 3390 | 317847 | COM |
| AMERICAN CENTY ETF TR | 4006 | 308543 | AVANTIS EMGMKT |
| INVESCO EXCHANGE-TRADED FUND T | 1210 | 306033 | ETF |
| ROYCE SMALL CAP TRUST | 18972 | 305449 | COM |
| CADENCE BK/SH | 7041 | 301636 | COM |
| SCHWAB STRATEGIC TR | 10843 | 297435 | US DIVIDEND EQ |
| APOLLO GLOBAL MGMT INC | 2052 | 297048 | COM |
| PNC FINANCIAL SERVICES GROUP | 1419 | 296188 | COM |
| ISHARES 0-5 YEAR HIGH YIELD CO | 6705 | 287443 | ETF |
| XCEL ENERGY INC | 3786 | 279634 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1005 | 276767 | ORD SHS |
| SPROTT PHYSICAL SILVER TRUST | 11485 | 271621 | COM |
| ISHARES TR | 1278 | 268815 | RUS 1000 VAL ETF |
| PARK NATIONAL CORP COM | 1720 | 261750 | COM |
| ISHARES TR | 2175 | 259586 | 3 7 YR TREAS BD |
| DIMENSIONAL ETF TRUST | 4229 | 255940 | EMERGING MRKTETS |
| STATE STREET SPDR DOW JONES RE | 2598 | 255202 | ETF |
| CAPITAL ONE FINL CORP | 1049 | 254237 | COM |
| CONSOLIDATED EDISON INC | 2515 | 249790 | COM |
| ISHARES BITCOIN TRUST ETF | 4983 | 247406 | SHS BEN INT |
| DOLLAR TREE INC | 2010 | 247251 | COM |
| MOTOROLA SOLUTIONS INC | 644 | 246859 | COM NEW |
| INTERNATIONAL PAPER CO | 6239 | 245754 | COM |
| WISDOMTREE US DIVIDEND EX-FINA | 2124 | 244218 | ETF |
| SCHWAB STRATEGIC TR | 8959 | 243776 | FUNDAMENTAL US L |
| ISHARES GOLD TR | 5414 | 232748 | SHARES REPRESENT |
| ATMOS ENERGY CORPORATION | 1380 | 231329 | COM |
| BHP GROUP LTD | 3794 | 229044 | SPONSORED ADS |
| MCKESSON CORP. COMMON STOCK | 278 | 228041 | COM |
| NORFOLK SOUTHERN CORP | 784 | 226356 | COM |
| ARCOSA INC | 2116 | 224974 | COM |
| VANGUARD SCOTTSDALE FDS | 2676 | 224138 | INT-TERM CORP |
| CORNING INC | 2552 | 223454 | COM |
| SOFI TECHNOLOGIES INC | 8475 | 221876 | COM |
| MURPHY USA INC | 547 | 220725 | COM |
| ISHARES RUSSELL MIDCAP VALUE E | 1562 | 220320 | ETF |
| FLUOR CORP NEW | 5500 | 217965 | COM |
| SPDR S&P MIDCAP 400 ETF TRUST | 359 | 216578 | ETF |
| UNITED PARCEL SVC INC CL B | 2136 | 211870 | COM |
| SCHWAB STRATEGIC TR | 6320 | 207296 | 1000 INDEX ETF |
| ENBRIDGE INCORPORATED ADR | 4275 | 204473 | ADR |
| PALANTIR TECHNOLOGIES INC | 1145 | 203524 | CL A |
| BANK AMERICA CORP | 3637 | 200035 | COM |
| SCHWAB STRATEGIC TR | 6582 | 197918 | US MID-CAP ETF |
| NASDAQ INC | 2021 | 196300 | COM |
| VANGUARD SCOTTSDALE FDS | 3174 | 190219 | INTER TERM TREAS |
| ISHARES S&P SMALLCAP/600 GROWT | 1325 | 187037 | ETF |
| DOW INC | 7908 | 184889 | COM |
| ABERDEEN STANDARD PHYSICAL GOL | 4500 | 184860 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 2221 | 182166 | COMMON STOCK |
| CANADIAN IMPERIAL BANK OF CO | 2000 | 181220 | COM |
| THE TRADE DESK INC CL A | 4763 | 180803 | COM |
| SCHWAB STRATEGIC TR | 5396 | 176014 | US LCAP GR ETF |
| PIPER SANDLER COMPANIES | 515 | 174951 | COM |
| ISHARES TR | 3167 | 173274 | MSCI EMG MKT ETF |
| AXON ENTERPRISE | 300 | 170379 | COM |
| VANGUARD BD INDEX FDS | 2297 | 170139 | TOTAL BND MRKT |
| T-MOBILE US INC | 837 | 169945 | COM |
| COMCAST CORP-CL A | 5646 | 168759 | COM |
| VANGUARD MID-CAP GROWTH ETF | 590 | 164693 | ETF |
| MKS INC. | 1022 | 163316 | COM |
| METLIFE INC | 2067 | 163169 | COM |
| STATE STREET CONSUMER DIS SELE | 1356 | 161920 | ETF |
| CARNIVAL CORP ADR | 5260 | 160640 | ADR |
| OTIS WORLDWIDE CORP | 1828 | 159676 | COM |
| AIR PRODS & CHEMS INC | 644 | 159081 | COM |
| AGILENT TECHNOLOGIES INC | 1164 | 158386 | COM |
| ATLANTIC UNION BANKSHARES CORP | 4335 | 153026 | COM |
| COMCAST CORP NEW | 5049 | 150916 | CL A |
| CARDINAL HEALTH INC | 734 | 150877 | COM |
| KINDER MORGAN INC DEL | 5411 | 148749 | COM |
| STARBUCKS CORP | 1761 | 148294 | COM |
| BASSETT FURNITURE INDUSTRIES I | 8780 | 147153 | COM |
| SELECT SECTOR SPDR TR | 1385 | 144977 | STATE STREET CON |
| CARRIER GLOBAL CORP | 2743 | 144940 | COM |
| RBB FD INC | 4386 | 144298 | SGI ENHANCED MKT |
| KITE REALTY GROUP TRUST REIT | 6000 | 143820 | COM |
| ISHARES TR | 1018 | 143681 | SELECT DIVID ETF |
| PIMCO ACCESS IN/COM SHS BEN IN | 9350 | 143055 | ETF |
| FRANKLIN TEMPLETON ETF TR | 5752 | 143053 | FRANKLIN DYN MUN |
| EATON CORP PLC | 448 | 142693 | SHS |
| ISHARES TR | 3300 | 141471 | 0-5YR HI YL CP |
| VANGUARD FINANCIALS ETF | 1052 | 140431 | ETF |
| ISHARES TR | 938 | 139472 | CORE S&P TTL STK |
| ISHARES RUSSELL TOP 200 GROWTH | 499 | 138193 | ETF |
| ARISTA NETWORKS INC | 1042 | 136534 | COM SHS |
| TARGET CORP | 1371 | 134016 | COM |
| EVOLV TECHNOLOGIES HLDNGS INC | 18571 | 132968 | COM |
| SCHWAB STRATEGIC TR | 5520 | 132693 | INTL EQTY ETF |
| STATE STREET UTILITIES SELECT | 3092 | 131997 | ETF |
| ISHARES TR | 1000 | 131590 | S&P MC 400VL ETF |
| CARRIER GLOBAL CORPORATION | 2482 | 131149 | COM |
| MOODYS CORP | 256 | 130779 | COM |
| HYATT HOTELS CORP | 813 | 130341 | COM CL A |
| GUGGENHEIM ACTIVE ALLOCATION F | 8425 | 129155 | COM |
| SELECT SECTOR SPDR TR | 2354 | 128929 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 3902 | 127791 | EMRG MKTEQ ETF |
| DIAGEO PLC ADR | 1459 | 125868 | ADR |
| CROWDSTRIKE HOLDINGS INC CL A | 263 | 123284 | COM |
| JM SMUCKER CO/THE-NEW | 1245 | 121773 | COM |
| VANGUARD INTERMEDIATE TERM BON | 1554 | 121026 | ETF |
| VANGUARD TOT WORLD STK ETF | 836 | 117926 | ETF |
| CIGNA GROUP | 425 | 116973 | COM |
| VANGUARD WORLD FD | 155 | 116836 | INF TECH ETF |
| ISHARES RUSSELL 2000 VALUE ETF | 642 | 116337 | ETF |
| SMARTSTOP SELF STORAGE REIT IN | 3750 | 116025 | COM |
| SELECT SECTOR SPDR TR | 792 | 114025 | STATE STREET TEC |
| ANALOG DEVICES INC | 415 | 112597 | COM |
| MARKEL GROUP INC COM | 52 | 111782 | COM |
| CROWN CASTLE INC | 1245 | 110644 | COM |
| ISHARES RUSSELL 2000 GROWTH ET | 340 | 109823 | ETF |
| ISHARES S&P 500 GROWTH ETF | 875 | 107853 | ETF |
| VERIZON COMMUNICATIONS INC | 2631 | 107162 | COM |
| MONSTER BEVERAGE CORP | 1378 | 105651 | COM |
| SHELL PLC | 1437 | 105591 | SPON ADS |
| KEYSIGHT TECHNOLOGIES INC | 513 | 104236 | COM |
| GARMIN LTD | 513 | 104063 | SHS |
| VANGUARD WORLD MEGA CAP FUND E | 250 | 103193 | ETF |
| ISHARES TR | 1065 | 103178 | S&P MC 400GR ETF |
| IDEXX LABS INC | 152 | 102833 | COM |
| VANGUARD INDEX FDS S&P 500 ETF | 163 | 102222 | ETF |
| SPOTIFY TECHNOLOGY SA ADR | 176 | 102205 | ADR |
| UNITEDHEALTH GROUP INC | 309 | 102005 | COM |
| STATE STREET CONSUMER STAPLES | 1302 | 101139 | ETF |
| CINTAS CORP | 535 | 100618 | COM |
| LENNAR CORP | 964 | 99100 | CL A |
| ISHARES TR | 899 | 99025 | TRUST ISHARE 0-1 |
| CURTISS WRIGHT CORP | 175 | 96473 | COM |
| DELL TECHNOLOGIES INC | 759 | 95543 | CL C |
| WESTERN DIGITAL CORP | 551 | 94921 | COM |
| BP PLC | 2733 | 94917 | SPONSORED ADR |
| KLA CORP | 78 | 94777 | COM NEW |
| ISHARES RUSSELL TOP 200 VALUE | 1013 | 93054 | ETF |
| VANGUARD INDEX FDS | 436 | 92341 | SM CP VAL ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 1142 | 91703 | COM |
| VANECK VECTORS GOLD MINERS ETF | 1050 | 90059 | ETF |
| BLOOM ENERGY CO/SH CL A | 1000 | 86890 | COM |
| ISHARES MSCI INTL QUALITY FACT | 1911 | 86855 | ETF |
| FORD MOTOR CO DEL | 6530 | 85674 | COM |
| ISHARES TR | 984 | 84870 | MSCI EAFE MIN VL |
| STATE STREET INDUSTRIAL SELECT | 547 | 84851 | ETF |
| THE CIGNA GROUP | 305 | 83946 | COM |
| ISHARES TR | 779 | 83439 | NATIONAL MUN ETF |
| JANUS DETROIT S/HENDERSON | 1807 | 82562 | COM |
| SYSCO CORP | 1087 | 80102 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.