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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SouthState Corp

Quarter ended Q2 2024 · Filed August 2, 2024 · Accession 0001104659-24-085270

Total Value
$1.37B
Positions
925
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT173,644$77.6M5.70%
2APPLE INCAAPL234,151$49.3M3.62%
3BERKSHIRE HATHAWAY INC-CL BBRK-A90,595$36.9M2.71%
4BROADCOM INCAVGO22,321$35.8M2.63%
5SPROTT PHYSICAL GOLD TRUSTSII1,879,347$33.9M2.49%
6AMAZON.COM INCAMZN139,678$27.0M1.98%
7MASTERCARD INC-AMA58,829$26.0M1.91%
8JP MORGAN CHASE & COVYLD125,606$25.4M1.87%
9ISHARES CORE S&P 500 ETF46428720046,372$25.4M1.86%
10ALPHABET INC CL CGOOG121,521$22.3M1.64%
11VISA INCV78,261$20.5M1.51%
12ISHARES BARCLAYS 1-3 YEAR TR E464287457240,613$19.6M1.44%
13ADOBE INCADBE34,949$19.4M1.43%
14DANAHER CORP23585110277,325$19.3M1.42%
15ELEVANCE HEALTH INCELV32,257$17.5M1.28%
16ORACLE CORPORATION COMORCL-PD123,389$17.4M1.28%
17WALMART INCWMT255,083$17.3M1.27%
18COCA COLA COKO264,490$16.8M1.24%
19HOME DEPOT INCHD45,160$15.5M1.14%
20ROPER TECHNOLOGIES INCROP27,390$15.4M1.13%
21SERVICENOW INCNOW19,599$15.4M1.13%
22VANGUARD FTSE ALL-WORLD EX-US922042775262,023$15.4M1.13%
23TJX COMPANIES872540109132,451$14.6M1.07%
24PARKER HANNIFIN CORP COMPH28,698$14.5M1.07%
25SPDR S&P 500 ETF TRUSTSPY23,746$12.9M0.95%
26APPLE INCAAPL60,685$12.8M0.94%
27MICROSOFT CORPMSFT27,675$12.4M0.91%
28ABBVIE INCABBV71,921$12.3M0.91%
29COSTCO WHSL CORP NEW22160K10514,153$12.0M0.88%
30BOSTON SCIENTIFIC CORPBSX155,053$11.9M0.88%
31CHEVRON CORPORATIONCVX75,348$11.8M0.87%
32NEXTERA ENERGY INCNEE-PW156,107$11.1M0.81%
33INTUITIVE SURGICAL INCISRG24,510$10.9M0.80%
34JOHNSON & JOHNSONJNJ69,808$10.2M0.75%
35VANGUARD DIVIDEND APPREC ETF92190884455,426$10.1M0.74%
36PROCTER & GAMBLE COMPANY74271810960,163$9.9M0.73%
37CHUBB LTD ADRCB38,674$9.9M0.72%
38ROCKWELL AUTOMATION, INCROK35,679$9.8M0.72%
39ELI LILLY & CO.LLY10,697$9.7M0.71%
40BANK OF AMERICA CORP060505104242,565$9.6M0.71%
41L3 HARRIS TECHNOLOGIES INCLHX41,250$9.3M0.68%
42SONY GROUP CORP SPONS ADRSNEJF107,873$9.2M0.67%
43VANGUARD SHORT TERM CORP BOND92206C409114,054$8.8M0.65%
44BROADCOM INCAVGO5,451$8.8M0.64%
45COSTCO WHSL CORP NEW22160K10510,208$8.7M0.64%
46MONDELEZ INTERNATIONAL INC609207105131,522$8.6M0.63%
47UNION PAC CORPUNP37,163$8.4M0.62%
48BERKSHIRE HATHAWAY INC-CL BBRK-A19,749$8.0M0.59%
49PEPSICO INCPEP47,019$7.8M0.57%
50VANGUARD SHORT TERM BOND ETF92193782796,970$7.4M0.55%
51ACCENTURE PLC ADRACN23,996$7.3M0.53%
52LOWES COS INC54866110732,576$7.2M0.53%
53VANGUARD GROWTH ETF92290873619,195$7.2M0.53%
54ALPHABET INC CL AGOOG39,000$7.1M0.52%
55NOVO NORDISK AS SPONS ADRNONOF45,850$6.5M0.48%
56TJX COMPANIES87254010958,650$6.5M0.47%
57SHELL PLC SPON ADRRYDAF84,053$6.1M0.45%
58BARRICK GOLD CORP067901108360,706$6.0M0.44%
59EXXON MOBIL CORPXOM51,523$5.9M0.44%
60INTERCONTINENTAL EXCHANGE INC45866F10442,829$5.9M0.43%
61ISHARES TR ISHS 1-5YR INVS464288646108,671$5.6M0.41%
62SNAP ON INCSNA21,267$5.6M0.41%
63META PLATFORMS, INC. CLASS AMETA10,898$5.5M0.40%
64DANAHER CORP23585110221,908$5.5M0.40%
65CONSTELLATION BRANDS INCSTZ21,258$5.5M0.40%
66HOME DEPOT INCHD15,772$5.4M0.40%
67INTUITIVE SURGICAL INCISRG12,187$5.4M0.40%
68MOTOROLA SOLUTIONS, INCMSI14,020$5.4M0.40%
69JP MORGAN CHASE & COVYLD26,723$5.4M0.40%
70CISCO SYSTEMS INCCSCO110,998$5.3M0.39%
71COCA COLA COKO78,178$5.0M0.37%
72ASTRAZENECA PLC SPONS ADRAZN62,793$4.9M0.36%
73ELEVANCE HEALTH INCELV9,011$4.9M0.36%
74AMAZON.COM INCAMZN24,996$4.8M0.35%
75ALPHABET INC CL AGOOG26,491$4.8M0.35%
76ORACLE CORPORATION COMORCL-PD33,178$4.7M0.34%
77VANGUARD FTSE DEVELOPED MARKET92194385893,971$4.6M0.34%
78BP PLC SPONS ADRBPPFF125,044$4.5M0.33%
79ROPER TECHNOLOGIES INCROP7,913$4.5M0.33%
80DUKE ENERGY CORPDUKB44,200$4.4M0.33%
81SALESFORCE INC.CRM16,984$4.4M0.32%
82VANGUARD IND FD MID-CAP92290862917,899$4.3M0.32%
83UNITEDHEALTH GROUP INC COMUNH8,345$4.2M0.31%
84INTL. BUSINESS MACHINES CORPINTR22,613$3.9M0.29%
85REPUBLIC SERVICES INC76075910020,076$3.9M0.29%
86AMGEN INCAMGN12,280$3.8M0.28%
87AMGEN INCAMGN12,220$3.8M0.28%
88STRYKER CORPSYK10,927$3.7M0.27%
89MCDONALDS CORPMCD14,451$3.7M0.27%
90CHUBB LTD ADRCB14,238$3.6M0.27%
91ADOBE INCADBE6,505$3.6M0.27%
92MERCK & CO INCMRK29,048$3.6M0.26%
93HONEYWELL INTERNATIONAL INC43851610616,792$3.6M0.26%
94SOUTH STATE CORPORATIONSSB46,783$3.6M0.26%
95FISERV INCFISV23,934$3.6M0.26%
96HYATT HOTELS CORPORATIONH23,394$3.6M0.26%
97FIRST CITIZENS BANCSHARES INC31946M1032,100$3.5M0.26%
98EMERSON ELECTRICEMR31,117$3.4M0.25%
99ABBOTT LABSABLZF32,583$3.4M0.25%
100L3 HARRIS TECHNOLOGIES INCLHX14,599$3.3M0.24%
101DISNEY WALT CO NEW25468710632,779$3.3M0.24%
102AUTOMATIC DATA PROCESSING INCADP13,629$3.3M0.24%
103BHP GROUP LIMITED ADRBHPLF56,762$3.2M0.24%
104NVIDIA CORPNVDA25,884$3.2M0.23%
105INVESCO QQQ TRUST SERIES 1IVZ6,548$3.1M0.23%
106UNION PAC CORPUNP13,647$3.1M0.23%
107VANGUARD LARGE-CAP ETF92290863712,281$3.1M0.23%
108PROCTER & GAMBLE COMPANY74271810918,335$3.0M0.22%
109VERIZON COMMUNICATIONSVZ72,621$3.0M0.22%
110ULTA BEAUTY INCULTA7,700$3.0M0.22%
111SONY GROUP CORP SPONS ADRSNEJF34,253$2.9M0.21%
112ISHARES PREFERRED & INCOME SEC46428868790,303$2.8M0.21%
113AMERICAN EXPRESS COAXP12,019$2.8M0.20%
114VANGUARD VALUE ETF92290874417,171$2.8M0.20%
115MONDELEZ INTERNATIONAL INC60920710541,815$2.7M0.20%
116ISHARES CORE S&P SMALL-CAP ETF46428780425,491$2.7M0.20%
117ACCENTURE PLC ADRACN8,921$2.7M0.20%
118CHEVRON CORPORATIONCVX17,134$2.7M0.20%
119CONSTELLATION BRANDS INCSTZ10,373$2.7M0.20%
120PAYPAL HOLDINGS INCPYPL45,742$2.7M0.19%
121CENTENE CORPCNC39,312$2.6M0.19%
122EXXON MOBIL CORPXOM21,808$2.5M0.18%
123ISHARES RUSSELL MIDCAP ETF46428749930,957$2.5M0.18%
124PIMCO ETF TR ENHAN SHRT MA AC72201R83324,751$2.5M0.18%
125ZSCALER INC COMZS12,791$2.5M0.18%
126NIKE INC CLASS B COMNKE32,476$2.4M0.18%
127SOUTHERN COSOMN29,909$2.3M0.17%
128VANGUARD SMALL CAP VALUE ETF92290861112,646$2.3M0.17%
129INTERCONTINENTAL EXCHANGE INC45866F10416,597$2.3M0.17%
130ROCKWELL AUTOMATION, INCROK8,118$2.2M0.16%
131COMCAST CORP-CL ACCZ55,947$2.2M0.16%
132VANGUARD SMALL-CAP ETF9229087519,992$2.2M0.16%
133DUKE ENERGY CORPDUKB21,313$2.1M0.16%
134CHENIERE ENERGY INC COMLNG12,105$2.1M0.16%
135SPDR DJIA TRUST78467X1095,200$2.0M0.15%
136NIKE INC CLASS B COMNKE26,974$2.0M0.15%
137CHURCH & DWIGHT CO INCCHD19,539$2.0M0.15%
138VANGUARD INFO TECH ETF92204A7023,457$2.0M0.15%
139ZSCALER INC COMZS10,165$2.0M0.14%
140EOG RES INCEOG15,456$1.9M0.14%
141EMERSON ELECTRICEMR17,543$1.9M0.14%
142ABBOTT LABSABLZF18,572$1.9M0.14%
143CHENIERE ENERGY INC COMLNG10,757$1.9M0.14%
144ISHARES BARCLAYS TIPS BOND ETF46428717617,308$1.8M0.14%
145ECOLAB INC COMECL7,754$1.8M0.14%
146SHERWIN-WILLIAMS COSHW6,085$1.8M0.13%
147ENERGY SELECT SECTOR SPDR81369Y50619,818$1.8M0.13%
148META PLATFORMS, INC. CLASS AMETA3,536$1.8M0.13%
149PHILIP MORRIS INTERNATIONAL71817210917,414$1.8M0.13%
150HONEYWELL INTERNATIONAL INC4385161068,229$1.8M0.13%
151SPROTT PHYSICAL SILVER TRUSTSII176,512$1.8M0.13%
152ROSS STORES INC COMROST12,037$1.7M0.13%
153ALTRIA GROUP INCMO38,005$1.7M0.13%
154ISHARES RUSSELL 1000 GROWTH ET4642876144,519$1.6M0.12%
155BECTON DICKINSON & COBDX6,984$1.6M0.12%
156NOVO NORDISK AS SPONS ADRNONOF11,417$1.6M0.12%
157BARRICK GOLD CORP06790110895,880$1.6M0.12%
158LOCKHEED MARTIN CORPLMT3,237$1.5M0.11%
159ALPHABET INC CL CGOOG8,013$1.5M0.11%
160VANGUARD TOTAL STCK MK ETF9229087695,386$1.4M0.11%
161STRYKER CORPSYK4,090$1.4M0.10%
162ISHARES MSCI EAFE ETF46428746517,761$1.4M0.10%
163DISNEY WALT CO NEW25468710613,926$1.4M0.10%
164UNITED PARCEL SVC INC CL BUPS9,688$1.3M0.10%
165COMCAST CORP-CL ACCZ32,974$1.3M0.09%
166DIAGEO PLC ADRDGEAF10,235$1.3M0.09%
167ISHARES MSCI EAFE VALUE ETF46428887724,296$1.3M0.09%
168GOLDMAN SACHS GROUP INC COMGSCE2,764$1.3M0.09%
169US BANCORPUSB-PS30,082$1.2M0.09%
170BRISTOL MYERS SQUIBB COCELG-RI28,091$1.2M0.09%
171THE MOSAIC COMPANYMOS39,871$1.2M0.08%
172SPROTT PHYSICAL GOLD TRUSTSII63,550$1.1M0.08%
173NUCOR CORPNUE7,223$1.1M0.08%
174NOVARTIS AG SPONSORED ADRNVSEF10,581$1.1M0.08%
175FORTIVE CORPFTV15,182$1.1M0.08%
176WISDOMTREE US MIDCAP DIVIDENDWT23,548$1.1M0.08%
177AUTOMATIC DATA PROCESSING INCADP4,565$1.1M0.08%
178WASTE MGMT INC DEL94106L1095,105$1.1M0.08%
179REPUBLIC SERVICES INC7607591005,533$1.1M0.08%
180ELI LILLY & CO.LLY1,186$1.1M0.08%
181PRICE T ROWE GROUP INCTROW8,954$1.0M0.08%
182AFLAC INCAFL11,420$1.0M0.07%
183CROWN CASTLE INCCCI10,419$1.0M0.07%
184PFIZER INCPFE35,561$994,9970.07%
185LINDE PLC ADRLIN2,251$987,7610.07%
186TEXAS INSTRUMENTS8825081044,945$961,9510.07%
187VANGUARD INDUSTRIALS ETF92204A6034,065$956,1690.07%
188PAYCHEX INCPAYX8,044$953,6970.07%
189ISHARES RUSSELL 1000 VALUE ETF4642875985,437$948,5930.07%
190GILEAD SCIENCES INCGILD13,572$931,1750.07%
191SPDR S&P 500 ETF TRUSTSPY1,704$927,3510.07%
192MORGAN STANLEYMS-PQ9,512$924,4710.07%
193JOHNSON & JOHNSONJNJ6,184$903,8530.07%
194ISHARES TR/ISHARES 0-3 MNTH TR46436E7188,800$886,2480.07%
195ISHARES CORE DIVIDEND GROWTH E46434V62115,029$865,8210.06%
196RENASANT CORPRNST28,000$855,1200.06%
197VANGUARD CONSUMER STAPLES ETF92204A2074,200$852,7260.06%
198TRUIST FINANCIAL CORP89832Q10921,949$852,7190.06%
199ILLINOIS TOOL WORKS4523081093,598$852,5820.06%
200PHILLIPS 66PSX5,841$824,5740.06%
201CSX CORPORATIONCSX24,378$815,4440.06%
202DOMINION ENERGY INCD16,552$811,0480.06%
203PEPSICO INCPEP4,881$805,0240.06%
204RTX CORPORATIONRTX7,823$785,3510.06%
205BLACKROCK INC CLASS ABLK994$782,5960.06%
206VANGUARD EXTENDED MARKET ETF9229086524,618$779,4720.06%
207DEERE & CO.DE2,059$769,3040.06%
208VANGUARD SHORT TERM BOND ETF9219378279,820$753,1940.06%
209INVESCO S&P 500 LOW VOLATILITYIVZ11,541$749,5880.06%
210PPG INDUSTRIES INC6935061075,885$740,8630.05%
211M & T BK CORP55261F1044,881$738,7880.05%
212VANGUARD FTSE ALL WORLD X-US S9220427186,244$733,6080.05%
213QUALCOMM INCQCOM3,650$727,0070.05%
214ISHARES CORE HIGH DIVIDEND ETF46429B6636,673$725,3550.05%
215MARATHON PETROLEUM CORPORATIONMARA4,122$715,0850.05%
216CATERPILLAR INCCAT2,144$714,1660.05%
217NXP SEMICONDUCTORS ADRNXPI2,622$705,5540.05%
218EATON CORP PLC ADRETN2,248$704,8600.05%
219WALMART INCWMT10,065$681,5010.05%
220MORGAN STANLEYMS-PQ6,935$674,0130.05%
221INTL. BUSINESS MACHINES CORPINTR3,876$670,3540.05%
222VANGUARD TOTAL STCK MK ETF9229087692,487$665,2980.05%
223LYONDELLBASELL INDUSTRIES NV ALYB6,892$659,2890.05%
224MASTERCARD INC-AMA1,481$653,3580.05%
225PHILLIPS 66PSX4,607$650,3700.05%
226FINANCIAL SELECT SECTOR SPDR81369Y60515,526$638,2740.05%
227ISHARES CORE S&P MID-CAP ETF46428750710,840$634,3570.05%
228MERCK & CO INCMRK5,091$630,2660.05%
229ISHARES RUSSELL MIDCAP GRWTH E4642874815,697$628,6640.05%
230HEALTH CARE SELECT SECTOR SPDR81369Y2094,276$623,2270.05%
231ABBVIE INCABBV3,619$620,7310.05%
232ISHARES S&P MIDCAP 400/GRWTH E4642876067,036$619,9420.05%
233ELECTRONIC ARTS INCEA4,387$611,2410.04%
234YUM! BRANDS INCYUM4,542$601,6330.04%
235VANGUARD FTSE ALL-WORLD EX-US92204277510,143$594,7580.04%
236TRACTOR SUPPLY COTSCO2,202$594,5400.04%
237FISERV INCFISV3,982$593,4770.04%
238CISCO SYSTEMS INCCSCO12,421$590,1220.04%
239SOUTH STATE CORPORATIONSSB7,638$583,6960.04%
240AMERICAN ELEC PWR INC0255371016,634$582,0670.04%
241STARBUCKS CORPSBUX7,378$574,3770.04%
242CAPITAL ONE FINANCIAL14040H1054,129$571,6600.04%
243ISHARES DJ SELECT DIVIDEND ETF4642871684,657$563,4040.04%
2443M COMMM5,497$561,7380.04%
245NVIDIA CORPNVDA4,536$560,3780.04%
246WISDOMTREE TR US SMALLCAP DIVIWT17,766$553,4110.04%
247VANGUARD SHORT TERM CORP BOND92206C4096,994$540,4610.04%
248ISHARES TR RUSSELL 3000 ETF4642876891,717$529,9860.04%
249TESLA INCTSLA2,622$518,8410.04%
250ISHARES CORE S&P MID-CAP ETF4642875078,475$495,9570.04%
251FEDEX CORPORATIONFDX1,646$493,5370.04%
252ISHARES MSCI GLOBAL GOLD MIN E46434G85517,508$483,3960.04%
253AFLAC INCAFL5,361$478,7910.04%
254NORFOLK SOUTHERN CORP6558441082,224$477,4710.04%
255SOUTHERN COPPER CORPSCCO4,339$467,4840.03%
256ISHARES CORE MSCI EAFE ETF46432F8426,296$457,3410.03%
257NUCOR CORPNUE2,892$457,1670.03%
258SPROTT PHYSICAL GOLD & SILVE TR UNITSII20,576$453,7010.03%
259AMERICAN WATER WORKS CO INC0304201033,488$450,5100.03%
260APPLIED MATERIALS INC0382221051,900$448,3810.03%
261VANGUARD HIGH DVD YIELD ETF9219464063,700$438,8200.03%
262KITE REALTY GROUP TRUST REIT49803T30019,550$437,5290.03%
263VANGUARD INTER TERM CORP BO .192206C8705,468$437,0570.03%
264SPDR GOLD TRUSTGLD2,030$436,4700.03%
265ACUITY BRANDS, INC.AYI1,794$433,1430.03%
266AMERICAN EXPRESS COAXP1,835$424,8940.03%
267FIRST BANCORP NC COM31891010612,989$414,6090.03%
268GENERAL DYNAMICS CORPGD1,418$411,4190.03%
269APPLIED MATERIALS INC0382221051,715$404,7230.03%
270MURPHY USA INC COMMUSA860$403,7360.03%
271LOWES COS INC5486611071,829$403,2210.03%
272TARGET CORPTGT2,695$398,9680.03%
273GOLDMAN SACHS GROUP INC COMGSCE880$398,0410.03%
274BOEING COMPANYBA-PA2,175$395,8720.03%
275DIAGEO PLC ADRDGEAF3,024$381,2660.03%
276COLGATE PALMOLIVE COCL3,919$380,3000.03%
277INVESCO HIGH YIELD EQUITY DIVIIVZ19,098$375,0850.03%
278AT & T INCT-PC19,615$374,8430.03%
279ISHARES S&P MIDCAP 400/VALUE E4642877053,285$372,7160.03%
280UNILEVER PLCUNLYF6,732$370,1930.03%
281ISHARES RUSSELL 2000 ETF4642876551,805$366,2160.03%
282TRAVELERS COMPANIES INCTRV1,799$365,8090.03%
283ISHARES BARCLAYS TIPS BOND ETF4642871763,358$358,5670.03%
284GRAYSCALE BITCOIN TR BTC SHS REP COM UTGBTC6,606$351,7030.03%
285BLACKSTONE INC.BX2,821$349,2400.03%
286RTX CORPORATIONRTX3,421$343,4340.03%
287ISHARES CORE U.S. AGGREGATE ET4642872263,516$341,2980.03%
288INTUITINTU516$339,1200.02%
289CINCINNATI FINANCIAL CORP1720621012,824$333,5140.02%
290PNC FINANCIAL SERVICES GROUP6934751052,144$333,3490.02%
291ISHARES CORE MSCI EAFE ETF46432F8424,539$329,7130.02%
292PALO ALTO NETWORKS INCPANW948$321,3810.02%
293PARKER HANNIFIN CORP COMPH627$317,1430.02%
294GENUINE PARTS COGPC2,287$316,3380.02%
295ARISTA NETWORKS INCANET901$315,7820.02%
296WELLS FARGO & CO9497461015,283$313,7570.02%
297PARK NATIONAL CORP COM7006581072,200$313,1480.02%
298CONOCOPHILLIPSCOP2,708$309,7410.02%
299CORTEVA INCCTVA5,689$306,8650.02%
300VISA INCV1,169$306,8280.02%
301QUALCOMM INCQCOM1,535$305,7410.02%
302CVS HEALTH CORPCVS5,151$304,2180.02%
303ALLSTATE CORPALL-PJ1,888$301,4380.02%
304LYFT INC CL A COMLYFT21,207$299,0190.02%
305INTERNATIONAL PAPER CO4601461036,824$294,4560.02%
306ISHARES S&P SMALLCAP 600/VAL E4642878792,895$281,5970.02%
307SPDR DOW JONES REIT ETF78464A6072,975$276,9730.02%
308INTEL CORPINTC8,875$274,8590.02%
309ROYCE SMALL CAP TRUSTRVT18,972$274,5250.02%
310ALLSTATE CORPALL-PJ1,659$264,8760.02%
311SPDR PORTFOLIO S&P 400 MID CAP78464A8475,160$264,7080.02%
312ISHARES BITCOIN TR SHSIBIT7,745$264,4140.02%
313DOLLAR TREE INCDLTR2,475$264,2560.02%
314CATERPILLAR INCCAT792$263,8150.02%
315DUPONT DE NEMOURS INCDD3,187$256,5220.02%
316JM SMUCKER CO/THE-NEW8326964052,348$256,0260.02%
317THE TRADE DESK INC CL A88339J1052,600$253,9420.02%
318CONOCOPHILLIPSCOP2,220$253,9240.02%
319ISHARES BARCLAYS 1-3 YEAR TR E4642874573,025$246,9910.02%
320DOW INCDOW4,614$244,7730.02%
321INTEL CORPINTC7,878$243,9820.02%
322CARRIER GLOBAL CORPCARR3,859$243,4260.02%
323SNAP INC CL ASNAP14,480$240,5130.02%
324FLUOR CORP NEWFLR5,500$239,5250.02%
325WELLS FARGO & CO9497461014,028$239,2230.02%
326ISHARES RUSSELL MIDCAP VALUE E4642874731,968$237,6160.02%
327APOLLO GLOBAL MGMT INC COM03769M1062,000$236,1400.02%
328PHILIP MORRIS INTERNATIONAL7181721092,282$231,2350.02%
329MICRON TECHNOLOGY INCMU1,741$228,9940.02%
330XCEL ENERGY INCXELLL4,268$227,9540.02%
331SCHWAB STRATEGIC TR FUNDAMENTAL US L8085247713,321$222,4410.02%
332US BANCORPUSB-PS5,554$220,4940.02%
333WISDOMTREE US DIVIDEND EX-FINAWT2,124$211,9750.02%
334TECHNOLOGY SELECT SECTOR SPDR81369Y803927$209,7150.02%
335ISHARES CORE S&P 500 ETF464287200380$207,9470.02%
336CARRIER GLOBAL CORPCARR3,269$206,2090.02%
337GENERAL DYNAMICS CORPGD687$199,3260.01%
338ISHARES RUSSELL TOP 200 GROWTH464289438929$199,2890.01%
339VANGUARD INTER TERM CORP BO .192206C8702,474$197,7470.01%
340ADVANCED MICRO DEVICES INCAMD1,219$197,7340.01%
341AIR PRODS & CHEMS INCAIIR760$196,1180.01%
342NEXTERA ENERGY INCNEE-PW2,747$194,5150.01%
343BASSETT FURNITURE INDUSTRIES I07020310413,552$192,5740.01%
344CINTAS CORPCTAS274$191,8710.01%
345OTIS WORLDWIDE CORPOTIS1,979$190,4990.01%
346MCKESSON CORP. COMMON STOCKMCK324$189,2290.01%
347KIMBERLY-CLARK CORPKMB1,336$184,6350.01%
348SPDR S&P MIDCAP 400 ETF TRUSTMDY335$179,2520.01%
349COLGATE PALMOLIVE COCL1,841$178,6510.01%
350CANADIAN NATIONAL RAILWAY CO1363751021,468$173,4150.01%
351ISHARES RUSSELL 2000 ETF464287655847$171,8480.01%
352VANGUARD REAL ESTATE ETF9229085532,049$171,6240.01%
353ISHARES S&P SMALLCAP/600 GROWT4642878871,325$170,1700.01%
354STIFEL FINANCIAL CORPORATION8606301022,000$168,3000.01%
355SAP SE ADRSAPGF820$165,4020.01%
356DISCOVER FINL SVCS2547091081,233$161,2890.01%
357ATMOS ENERGY CORPORATIONATO1,380$160,9770.01%
358SHOPIFY INC CL BSHOP2,400$158,5200.01%
359SPDR GOLD TRUSTGLD728$156,5270.01%
360GENUINE PARTS COGPC1,120$154,9180.01%
361CHARTER COMMUNICATIONS INC CL16119P108516$154,2630.01%
362AIRBNB INC CL AABNB1,016$154,0560.01%
363MICROSOFT CORPMSFT342$152,8570.01%
364ISHARES BITCOIN TR SHSIBIT4,181$142,7390.01%
365ATLANTIC UNION BANKSHARES CORP04911A1074,335$142,4050.01%
366ISHARES RUSSELL TOP 200 VALUE4642894201,898$142,0080.01%
367PAYPAL HOLDINGS INCPYPL2,412$139,9690.01%
368EVERSOURCE ENERGYES2,441$138,4290.01%
369CIVITAS RESOURCES INC COM NEW17888H1032,000$138,0000.01%
370MARKEL GROUP INC COMMKL87$137,0820.01%
371MOODYS CORPMCO322$135,5390.01%
372MOTOROLA SOLUTIONS, INCMSI350$135,1180.01%
373MATERIALS SELECT SPDR FUND81369Y1001,500$132,4650.01%
374NETFLIX INCNFLX194$130,9270.01%
375MKS INSTRS INC COMMKSI1,000$130,5800.01%
376PALANTIR TECHNOLOGIES INC CL APLTR5,072$128,4740.01%
377VANGUARD FINANCIALS ETF92204A4051,286$128,4460.01%
378GE AEROSPACE369604301771$122,5660.01%
379UNITED PARCEL SVC INC CL BUPS895$122,4810.01%
380AGILENT TECHNOLOGIES INCA928$120,2970.01%
381PIPER SANDLER COMPANIES COMPIPR515$118,5380.01%
382INDUSTRIAL SELECT SECTOR SPDR81369Y704972$118,4580.01%
383SYSCO CORPSYY1,655$118,1500.01%
384JP MORGAN HEDGED EQUITY ETF46654Q7242,000$117,1200.01%
385MCDONALDS CORPMCD459$116,9720.01%
386LAM RESEARCH CORPLRCX108$115,0040.01%
387ISHARES CORE S&P TOTAL U.S.464287150965$114,6230.01%
388VILLAGE BANK AND TRUST FINL CO92705T2002,557$113,9400.01%
389ISHARES 0-5 YEAR HIGH YIELD CO46434V4072,696$113,7710.01%
390CIGNA GROUP125523100336$111,0720.01%
391SPROTT PHYSICAL GOLD TRUSTSII6,125$110,6180.01%
392VANGUARD MID-CAP GROWTH ETF922908538480$110,1890.01%
393ISHARES RUSSELL 1000 ETF464287622370$110,0900.01%
394HALLIBURTON COHAL3,239$109,4130.01%
395SOUTHERN COSOMN1,408$109,2180.01%
396FORD MOTOR CO DEL3453708608,571$107,4800.01%
397UNITEDHEALTH GROUP INC COMUNH208$105,9270.01%
398CVS HEALTH CORPCVS1,793$105,8950.01%
399DOMINOS PIZZADPZ205$105,8480.01%
400MARTIN MARIETTA MATERIALS INC573284106195$105,6510.01%
401SPDR INDEX SHS S&P EM MKT DIV78463X5332,983$105,3000.01%
402BOSTON SCIENTIFIC CORPBSX1,366$105,1960.01%
403HP INCHPQ3,000$105,0600.01%
404ARES CAPITAL CORP COMARCC5,000$104,2000.01%
405STARBUCKS CORPSBUX1,337$104,0850.01%
406SEAGATE TECHNOLOGY HLDNGS PL ORD SHSSE1,000$103,2700.01%
407CROWDSTRIKE HOLDINGS INC CL ACRWD268$102,6950.01%
408ISHARES CORE S&P SMALL-CAP ETF464287804955$101,8600.01%
409SCHWAB STRATEGIC TR INTL EQUIT8085248052,615$100,4680.01%
410ASML HOLDING ADRASMLF98$100,2280.01%
411ABERDEEN STANDARD PHYSICAL GOL00326A1044,500$99,9900.01%
412VANGUARD TOTAL INTERNATIONAL92203J4072,042$99,3840.01%
413CASELLA WASTE SYSTEMS INC CL ACWST1,000$99,2200.01%
414CARNIVAL CORP ADRCUKPF5,260$98,4670.01%
415ILLUMINA INCILMN940$98,1170.01%
416METLIFE INCMET-PF1,394$97,8450.01%
417ALTRIA GROUP INCMO2,145$97,7050.01%
418VANGUARD EXTENDED MARKET ETF922908652575$97,0540.01%
419APPLE INCAAPL460$96,8850.01%
420SNAP ON INCSNA370$96,7140.01%
421CARMAX INCKMX1,317$96,5890.01%
422DISCOVER FINL SVCS254709108735$96,1450.01%
423METLIFE INCMET-PF1,369$96,0900.01%
424ISHARES DJ SELECT DIVIDEND ETF464287168793$95,9370.01%
425HCA HEALTHCARE INCHCA295$94,7780.01%
426INVESCO QQQ TRUST SERIES 1IVZ197$94,3850.01%
427IMPINJ INCPI600$94,0620.01%
428SYSCO CORPSYY1,310$93,5210.01%
429NETFLIX INCNFLX137$92,4590.01%
430GENERAL MLS INC3703341041,439$91,0310.01%
431BHP GROUP LIMITED ADRBHPLF1,593$90,9440.01%
432ISHARES PREFERRED & INCOME SEC4642886872,880$90,8640.01%
433HESS CORPORATIONHESM615$90,7250.01%
434NASDAQ INCNDAQ1,500$90,3900.01%
435KINDER MORGAN INCEP-PC4,540$90,2100.01%
436VANGUARD TOT WORLD STK ETF922042742800$90,1040.01%
437CONSOLIDATED EDISON INC COMED1,000$89,4200.01%
438BP PLC SPONS ADRBPPFF2,452$88,5170.01%
439AXON ENTERPRISEAXON300$88,2720.01%
440VERIZON COMMUNICATIONSVZ2,127$87,7170.01%
441OTIS WORLDWIDE CORPOTIS906$87,2120.01%
442SPDR INDEX EMG MK ETF78463X5092,295$86,4530.01%
443AGILENT TECHNOLOGIES INCA656$85,0370.01%
444CARDINAL HEALTH INC COMCAH853$83,8860.01%
445ISHARES RUSSELL 2000 VALUE ETF464287630550$83,7650.01%
446VANGUARD INFO TECH ETF92204A702145$83,6060.01%
447ISHARES GOLD TR NEW ETFIAU1,887$82,8960.01%
448SHELL PLC SPON ADRRYDAF1,147$82,7900.01%
449MASTERCARD INC-AMA187$82,4970.01%
450SPDR TR PORTFOLIO SHORT ETF78464A4742,761$82,0020.01%
451TRAVELERS COMPANIES INCTRV403$81,9460.01%
452VALERO ENERGY CORP COMVLO520$81,5150.01%
453ENBRIDGE INCORPORATED ADRENNPF2,287$81,3940.01%
454ISHARES S&P 500 GROWTH ETF464287309875$80,9730.01%
455ISHARES TR CORE S&P US GROWTH464287671628$80,0570.01%
456ENPHASE ENERGY INC COMENPH800$79,7680.01%
457BERKSHIRE HATHAWAY INC-CL BBRK-A195$79,3260.01%
458CHEMOURS CO COMCC3,500$78,9950.01%
459FORD MOTOR CO DEL3453708606,270$78,6260.01%
460VANGUARD WORLD MEGA CAP FUND E921910816250$78,5530.01%
461VANGUARD GROWTH ETF922908736210$78,5420.01%
462JACK HENRY & ASSOCIATES INC426281101469$77,8630.01%
463XYLEM INCXYL570$77,3090.01%
464BROADCOM INCAVGO48$77,0650.01%
465VANGUARD FTSE EMERGING MARKETS9220428581,754$76,7550.01%
466TECHNOLOGY SELECT SECTOR SPDR81369Y803339$76,6920.01%
467CURTISS WRIGHT CORP COMCW282$76,4160.01%
468CEMEX SAB DE CV SPONSORED ADRCXMSF11,856$75,7600.01%
469VANGUARD WORLD FD MEGA CAP VAL921910840630$74,6550.01%
470CONSUMER DISCRETIONARY SELT81369Y407409$74,6020.01%
471BRT APARTMENTS CORPBRT4,250$74,2480.01%
472ALPHABET INC CL CGOOG400$73,3680.01%
473BANK OF AMERICA CORP0605051041,818$72,3020.01%
474FASTENAL COFAST1,130$71,0090.01%
475ISHARES CORE U.S. AGGREGATE ET464287226725$70,3760.01%
476GILEAD SCIENCES INCGILD1,022$70,1200.01%
477OCCIDENTAL PETE CORP6745991051,110$69,9630.01%
478KIMBERLY-CLARK CORPKMB503$69,5150.01%
479CUMMINS INCCMI250$69,2330.01%
480WP CAREY INC REIT92936U1091,244$68,4820.01%
481THERMO FISHER SCIENTIFIC INCTMO123$68,0190.00%
482SERVICENOW INCNOW86$67,6540.00%
483SHERWIN-WILLIAMS COSHW225$67,1470.00%
484CONSUMER STAPLES SPDR81369Y308869$66,5480.00%
485SERVICENOW INCNOW84$66,0800.00%
486VEEVA SYS INC CL A COMVEEV361$66,0670.00%
487KINSALE CAPITAL GROUP INC49714P108170$65,4980.00%
488MONSTER BEVERAGE CORPMNST1,300$64,9350.00%
489TOWNE BANK89214P1092,316$63,1570.00%
490ENI SPA SPONS ADR26874R1082,030$62,5040.00%
491HEALTH CARE SELECT SECTOR SPDR81369Y209422$61,5070.00%
492TRACTOR SUPPLY COTSCO225$60,7500.00%
493SEI INVESTMENTS COMPANY784117103930$60,1620.00%
494WALMART INCWMT885$59,9230.00%
495ONEOK INCOKE733$59,7760.00%
496VANGUARD SCOTTSDALE INTER TERM92206C7061,019$59,3360.00%
497TEMPLETON EMERGING MKTS FD8801911014,697$58,0550.00%
498SPDR S&P MIDCAP 400 ETF TRUSTMDY105$56,1830.00%
499MICROCHIP TECHNOLOGY INCMCHPP611$55,9070.00%
500ELEVANCE HEALTH INCELV103$55,8120.00%