SC
| |
SouthState Corp13F | |
| SouthState Corp | |
| Last update 2025-05-12 | 1704 Stocks (1070 new) |
| Value $2.19 Bil | Turnover 32 % |
SouthState Corp Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 510,677 | 113,436.6 | +49.87% | 5.190 | +1.73% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 274,143 | 102,910.6 | +26.67% | 4.700 | +0.99% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
DFUS | Dimensional U.S. Equity Market ETF | 1,184,226 | 71,622.0 | New Holding | 3.270 | +3.27% | 0.530 | +19.14% | +8.51% | 15,968.9 | ||
BRK.B | Berkshire Hathaway Inc | 123,035 | 65,526.0 | +10.27% | 3.000 | +0.28% | 0.010 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
V | Visa Inc | 180,994 | 63,431.2 | +50.26% | 2.900 | +0.97% | 0.010 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 1,545,488 | 48,265.6 | New Holding | 2.210 | +2.21% | 0.530 | +13.62% | +23.41% | 10,907.5 | ||
PHYS | Sprott Physical Gold Trust | 1,885,075 | 45,354.9 | +0.59% | 2.070 | +0.01% | 0.420 | +3.75% | +29.05% | 23,196.7 | Asset Management | |
JCPB | JPMorgan Core Plus Bond ETF | 960,209 | 45,168.2 | New Holding | 2.060 | +2.06% | 0.720 | +2.28% | +3.88% | 7,022.2 | ||
MA | Mastercard Inc | 79,849 | 43,767.1 | +20.54% | 2.000 | +0.34% | 0.010 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
JPM | JPMorgan Chase & Co | 161,988 | 39,735.7 | +5.14% | 1.820 | +0.09% | 0.010 | +23.79% | +25.81% | 815,993.3 | Banks |
SouthState Corp's Historical Top Holdings Breakdowns
SouthState Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | New Buy New Buy | +3.27% | 59.61 ($63.9) 66.74 | $68.83 | 7.72% | New holding | 1,184,226 | 1,184,226 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | New Buy New Buy | +2.21% | 28.88 ($30.87) 32.4 | $35.46 | 14.87% | New holding | 1,545,488 | 1,545,488 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | New Buy New Buy | +2.06% | 45.56 ($46.5) 47.23 | $46.69 | 0.41% | New holding | 960,209 | 960,209 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.73% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Add 49.87% | 510,677 | 169,932 | |
UITB | VICTORY PTF II | 2025-03-31 | New Buy New Buy | +1.66% | 45.41 ($46.37) 47.18 | $46.68 | 0.67% | New holding | 771,747 | 771,747 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-03-31 | New Buy New Buy | +1.42% | 65.27 ($68.5) 71.22 | $72.48 | 5.81% | New holding | 468,571 | 468,571 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +1.07% | 167.73 ($174.39) 179.21 | $180.57 | 3.54% | Add 748.23% | 152,893 | 134,868 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.99% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 26.67% | 274,143 | 57,728 | |
V | Visa Inc | 2025-03-31 | Add Add | +0.97% | 306.92 ($338.38) 362.71 | $355.29 | 5.00% | Add 50.26% | 180,994 | 60,539 | |
VONE | Vanguard Russell 1000 Index Fund | 2025-03-31 | New Buy New Buy | +0.87% | 250.16 ($267.62) 279.43 | $288.32 | 7.73% | New holding | 75,301 | 75,301 |
SouthState Corp Total Holding History ($B)
SouthState Corp's Asset Allocation
SouthState Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SouthState Corp's Hypothetical Growth since 2025-03-31
SouthState Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SouthState Corp's Holdings Heat Map
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SouthState Corp's Holdings Bubble Chart
SouthState Corp News
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