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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 Q3 2025 · Filed November 5, 2025 · Accession 0001104659-25-106724

Total Value
$2.17B
Positions
2,119
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT225,437$116.8M5.46%
2APPLE INCAAPL375,906$95.7M4.47%
3BROADCOM INCAVGO192,456$63.5M2.97%
4VISA INCV161,621$55.2M2.58%
5BERKSHIRE HATHAWAY INC-CL BBRK-A108,681$54.6M2.55%
6SPROTT PHYSICAL GOLD TRUSTSII1,755,389$52.0M2.43%
7MASTERCARD INC-AMA77,674$44.2M2.07%
8JP MORGAN CHASE & COVYLD137,180$43.3M2.02%
9ISHARES CORE S&P 500 ETF46428720064,085$42.9M2.00%
10ORACLE CORPORATION COMORCL-PD144,080$40.5M1.89%
11ALPHABET INCGOOG149,394$36.4M1.70%
12AMAZON.COM INCAMZN155,428$34.1M1.60%
13ISHARES BARCLAYS 1-3 YEAR TR E464287457405,580$33.6M1.57%
14DIMENSIONAL ETF TRUST25434V401433,737$31.4M1.47%
15PARKER HANNIFIN CORP COMPH34,074$25.8M1.21%
16WALMART INCWMT240,458$24.8M1.16%
17VANGUARD DIVIDEND APPREC ETF92190884498,140$21.2M0.99%
18ISHARES TR/ISHARES 0-3 MNTH TR46436E718208,701$21.0M0.98%
19TJX COMPANIES872540109141,994$20.5M0.96%
20BLACKSTONE INC.BX117,153$20.0M0.94%
21VALERO ENERGY CORPVLO116,296$19.8M0.93%
22SERVICENOW INCNOW21,224$19.5M0.91%
23J P MORGAN EXCHANGE TRADED F46641Q670407,553$19.4M0.91%
24DIMENSIONAL ETF TRUST25434V203504,962$18.4M0.86%
25HOME DEPOT INCHD42,838$17.4M0.81%
26VICTORY PORTFOLIOS II92647N527359,375$17.1M0.80%
27ADOBE INCADBE46,661$16.5M0.77%
28ABBVIE INCABBV70,937$16.4M0.77%
29BOSTON SCIENTIFIC CORPBSX166,779$16.3M0.76%
30NEXTERA ENERGY INCNEE-PW215,654$16.3M0.76%
31VANGUARD FTSE ALL-WORLD EX-US922042775224,801$16.0M0.75%
32APPLE INCAAPL60,131$15.3M0.72%
33DANAHER CORP23585110276,411$15.1M0.71%
34ROPER TECHNOLOGIES INCROP30,297$15.1M0.71%
35ROCKWELL AUTOMATION, INCROK43,077$15.1M0.70%
36SONY GROUP CORP SPONS ADRSNEJF521,736$15.0M0.70%
37COSTCO WHSL CORP NEW22160K10516,047$14.9M0.69%
38INVESCO EXCHANGE TRADED FD TIVZ198,921$14.6M0.68%
39INTUITIVE SURGICAL INCISRG32,016$14.3M0.67%
40L3 HARRIS TECHNOLOGIES INCLHX45,578$13.9M0.65%
41SPDR S&P 500 ETF TRUSTSPY20,409$13.6M0.64%
42MICROSOFT CORPMSFT26,153$13.5M0.63%
43COCA COLA COKO196,819$13.1M0.61%
44BANK OF AMERICA CORP060505104248,206$12.8M0.60%
45BROADCOM INCAVGO38,133$12.6M0.59%
46CHEVRON CORPORATIONCVX79,142$12.3M0.57%
47CHUBB LTD ADRCB41,742$11.8M0.55%
48ISHARES CORE DIVIDEND GROWTH E46434V621170,597$11.6M0.54%
49ZSCALER INC COMZS36,969$11.1M0.52%
50VANGUARD SHORT TERM BOND ETF921937827133,244$10.5M0.49%
51VANGUARD SCOTTSDALE FDS92206C73032,776$9.9M0.46%
52INTERCONTINENTAL EXCHANGE INC45866F10457,390$9.7M0.45%
53VANGUARD GROWTH ETF92290873619,907$9.5M0.45%
54VANGUARD INDEX FDS92290874450,594$9.4M0.44%
55UNION PAC CORPUNP39,763$9.4M0.44%
56BERKSHIRE HATHAWAY INC DELBRK-A18,510$9.3M0.43%
57PROCTER & GAMBLE COMPANY74271810959,034$9.1M0.42%
58ISHARES CORE S&P SMALL-CAP ETF46428780475,546$9.0M0.42%
59COSTCO WHSL CORP NEW22160K1059,631$8.9M0.42%
60ELEVANCE HEALTH INCELV27,339$8.8M0.41%
61VANGUARD SCOTTSDALE FDS92206C409110,421$8.8M0.41%
62J P MORGAN EXCHANGE TRADED F46654Q724134,943$8.8M0.41%
63SNAP ON INCSNA25,188$8.7M0.41%
64ORACLE CORPORCL-PD30,729$8.6M0.40%
65INTL. BUSINESS MACHINES CORPINTR30,502$8.6M0.40%
66ROCKEFELLER OPPORTUNISTIC MUNI45259A878338,771$8.4M0.39%
67META PLATFORMS INCMETA10,914$8.0M0.37%
68TJX COS INC NEW87254010955,372$8.0M0.37%
69ALPHABET INCGOOG32,892$8.0M0.37%
70JPMORGAN CHASE & CO.VYLD25,314$8.0M0.37%
71AMAZON COM INCAMZN34,706$7.6M0.36%
72ALPHABET INCGOOG29,611$7.2M0.34%
73ELI LILLY & CO.LLY9,421$7.2M0.34%
74HOME DEPOT INCHD15,955$6.5M0.30%
75VANGUARD INDEX FDS92290875125,354$6.4M0.30%
76JOHNSON & JOHNSONJNJ34,397$6.4M0.30%
77TRIMBLE INC CL BTRMB77,144$6.3M0.29%
78VANGUARD INDEX FDS92290836310,219$6.3M0.29%
79MICRON TECHNOLOGY INCMU35,920$6.0M0.28%
80MOTOROLA SOLUTIONS, INCMSI13,060$6.0M0.28%
81EXXON MOBIL CORPXOM52,490$5.9M0.28%
82SHELL PLC SPON ADRRYDAF82,109$5.9M0.27%
83LOWES COS INC54866110723,161$5.8M0.27%
84PAYPAL HOLDINGS INCPYPL84,395$5.7M0.26%
85ACCENTURE PLC IRELANDACN22,495$5.5M0.26%
86INTUITIVE SURGICAL INCISRG11,854$5.3M0.25%
87CHENIERE ENERGY INC COMLNG22,373$5.3M0.25%
88DUKE ENERGY CORPDUKB42,177$5.2M0.24%
89SONY GROUP CORPSNEJF177,659$5.1M0.24%
90ULTA BEAUTY INCULTA9,351$5.1M0.24%
91MONDELEZ INTERNATIONAL INC60920710581,614$5.1M0.24%
92L3HARRIS TECHNOLOGIES INCLHX16,553$5.1M0.24%
93YUM! BRANDS INCYUM33,154$5.0M0.24%
94ISHARES TR46428780441,898$5.0M0.23%
95VANGUARD FTSE DEVELOPED MARKET92194385881,180$4.9M0.23%
96VANGUARD BD INDEX FDS92193782761,395$4.8M0.23%
97WISDOMTREE US MIDCAP DIVIDENDWT92,078$4.8M0.23%
98VANGUARD INDEX FDS9229087369,985$4.8M0.22%
99DANAHER CORPORATION23585110223,949$4.7M0.22%
100CISCO SYSTEMS INCCSCO69,116$4.7M0.22%
101ISHARES TR46428864688,679$4.7M0.22%
102HYATT HOTELS CORPORATIONH32,759$4.6M0.22%
103ASTRAZENECA PLC SPONS ADRAZN60,416$4.6M0.22%
104COCA COLA COKO69,369$4.6M0.22%
105VANGUARD IND FD MID-CAP92290862915,311$4.5M0.21%
106REPUBLIC SVCS INC76075910019,266$4.4M0.21%
107META PLATFORMS, INC. CLASS AMETA5,928$4.4M0.20%
108DELL TECHNOLOGIES INC CL CDELL29,743$4.2M0.20%
109ABBOTT LABSABLZF31,275$4.2M0.20%
110CHUBB LIMITEDCB14,689$4.1M0.19%
111SOUTHSTATE BANK CORPORATION CO84472E10241,220$4.1M0.19%
112NEXTERA ENERGY INCNEE-PW53,373$4.0M0.19%
113DIMENSIONAL ETF TRUST25434V302127,281$4.0M0.19%
114EMERSON ELEC COEMR30,539$4.0M0.19%
115AMERICAN EXPRESS COAXP12,019$4.0M0.19%
116MCDONALDS CORPMCD12,991$3.9M0.18%
117INVESCO QQQ TRUST SERIES 1IVZ6,546$3.9M0.18%
118ROPER TECHNOLOGIES INCROP7,866$3.9M0.18%
119ZSCALER INCZS13,074$3.9M0.18%
120DISNEY WALT CO25468710634,184$3.9M0.18%
121SALESFORCE INC.CRM16,433$3.9M0.18%
122STRYKER CORPORATIONSYK10,418$3.9M0.18%
123AUTOMATIC DATA PROCESSING INADP12,732$3.7M0.17%
124NVIDIA CORPNVDA19,689$3.7M0.17%
125EATON CORP PLC ADRETN9,600$3.6M0.17%
1262023 ETF SERIES TRUST II90139K10098,772$3.6M0.17%
127MORGAN STANLEYMS-PQ22,438$3.6M0.17%
128VANGUARD LARGE-CAP ETF92290863711,263$3.5M0.16%
129INTERCONTINENTAL EXCHANGE IN45866F10420,415$3.4M0.16%
130AMGEN INCAMGN12,156$3.4M0.16%
131ISHARES RUSSELL MIDCAP ETF46428749935,040$3.4M0.16%
132STRYKER CORPSYK9,119$3.4M0.16%
133GOLDMAN SACHS GROUP INC COMGSCE4,232$3.4M0.16%
134AMGEN INCAMGN11,883$3.4M0.16%
135PEPSICO INCPEP23,590$3.3M0.15%
136VANGUARD VALUE ETF92290874417,620$3.3M0.15%
137ISHARES RUSSELL 1000 GROWTH ET4642876146,981$3.3M0.15%
138UNION PAC CORPUNP13,779$3.3M0.15%
139CHENIERE ENERGY INCLNG13,663$3.2M0.15%
140BP PLC SPONS ADRBPPFF90,765$3.1M0.15%
141CVS HEALTH CORPCVS41,423$3.1M0.15%
142BARRICK MNG CORP06849F10895,122$3.1M0.15%
143TRIMBLE INCTRMB38,151$3.1M0.15%
144ROCKWELL AUTOMATION INCROK8,810$3.1M0.14%
145CHEVRON CORP NEWCVX19,600$3.0M0.14%
146BLACKROCK INC.BLK2,549$3.0M0.14%
147ISHARES TR46432F84233,788$2.9M0.14%
148ABBOTT LABSABLZF21,918$2.9M0.14%
149FISERV INCFISV22,567$2.9M0.14%
150SOUTHERN COSOMN30,358$2.9M0.13%
151SCHWAB STRATEGIC TR808524201108,865$2.9M0.13%
152FIRST CITIZENS BANCSHARES INC31946M1031,525$2.7M0.13%
153EMERSON ELECTRICEMR20,788$2.7M0.13%
154ELEVANCE HEALTH INC FORMERLYELV8,377$2.7M0.13%
155VANGUARD SMALL-CAP ETF92290875110,457$2.7M0.12%
156VANGUARD INFO TECH ETF92204A7023,550$2.7M0.12%
157MONDELEZ INTL INC60920710542,281$2.6M0.12%
158VANGUARD TOTAL STCK MK ETF9229087698,022$2.6M0.12%
159CRH PLCCRH21,697$2.6M0.12%
160PROCTER AND GAMBLE CO74271810916,843$2.6M0.12%
161EXXON MOBIL CORPXOM22,611$2.5M0.12%
162PIMCO ETF TR72201R83325,040$2.5M0.12%
163PROGRESSIVE CORP OHIO COM74331510310,133$2.5M0.12%
164ADOBE INCADBE7,043$2.5M0.12%
165APPLE INCAAPL9,577$2.4M0.11%
166HCA HEALTHCARE INCHCA5,711$2.4M0.11%
167VANGUARD SMALL CAP VALUE ETF92290861111,612$2.4M0.11%
168PHILIP MORRIS INTERNATIONAL71817210914,871$2.4M0.11%
169MICROSOFT CORPMSFT4,588$2.4M0.11%
170SPDR DJIA TRUST78467X1095,025$2.3M0.11%
171AMERICAN CENTY ETF TR02507270329,527$2.3M0.11%
172MERCK & CO INCMRK27,267$2.3M0.11%
173ALTRIA GROUP INCMO34,427$2.3M0.11%
174T-MOBILE US INC COMTMUSZ9,433$2.3M0.11%
175ISHARES CORE MSCI EAFE ETF46432F84225,733$2.2M0.11%
176ACCENTURE PLC IRELANDACN9,015$2.2M0.10%
177ISHARES TR46428868769,404$2.2M0.10%
178SPROTT ASSET MANAGEMENT LPSII71,464$2.1M0.10%
179UNITEDHEALTH GROUP INC COMUNH5,887$2.0M0.10%
180LOCKHEED MARTIN CORPLMT4,071$2.0M0.09%
181JP MORGAN ETF ULTRA SHORT46641Q83740,000$2.0M0.09%
182GE AEROSPACE3696043016,661$2.0M0.09%
183TRACTOR SUPPLY COTSCO35,125$2.0M0.09%
184NIKE INCNKE28,482$2.0M0.09%
185NOVO-NORDISK A SNONOF35,743$2.0M0.09%
186ACCENTURE PLC IRELANDACN7,998$2.0M0.09%
187ISHARES MSCI EAFE ETF46428746519,882$1.9M0.09%
188ENERGY SELECT SECTOR SPDR81369Y50620,444$1.8M0.09%
189CADENCE BANK12740C10348,554$1.8M0.09%
190SRH TOTAL RETURN FUNDSTEW100,000$1.8M0.08%
191SLM CORPSLMBP65,374$1.8M0.08%
192SPDR S&P 500 ETF TRSPY2,702$1.8M0.08%
193M & T BK CORP55261F1049,095$1.8M0.08%
194REPUBLIC SERVICES INC7607591007,704$1.8M0.08%
195NVIDIA CORPORATIONNVDA9,323$1.7M0.08%
196ISHARES RUSSELL 1000 VALUE ETF4642875988,437$1.7M0.08%
197FIRST TR EXCHNG TRADED FD VI33740F88867,881$1.7M0.08%
198VANGUARD TAX-MANAGED FDS92194385828,481$1.7M0.08%
199ISHARES TR4642876894,491$1.7M0.08%
200TESLA INCTSLA3,681$1.6M0.08%
201ECOLAB INC COMECL5,963$1.6M0.08%
202AST SPACEMOBILE INCASTS32,542$1.6M0.07%
203BANK OF NEW YORK MELLON CORP06405810014,582$1.6M0.07%
204DISNEY WALT CO NEW25468710613,603$1.6M0.07%
205ISHARES TR46428717613,681$1.5M0.07%
206BERKSHIRE HATHAWAY INC-CL ABRK-A2$1.5M0.07%
207PHILLIPS 66PSX10,936$1.5M0.07%
208HONEYWELL INTERNATIONAL INC4385161067,051$1.5M0.07%
209ALPHABET INCGOOG6,061$1.5M0.07%
210VANGUARD TOTAL INTL STOCK ET92190976819,813$1.5M0.07%
211US BANCORP DELUSB-PS30,091$1.5M0.07%
212BHP GROUP LIMITED ADRBHPLF25,853$1.4M0.07%
213VANGUARD INDEX FDS9229087694,374$1.4M0.07%
214FORTIVE CORPFTV29,195$1.4M0.07%
215PROSHARES TR74348A46713,634$1.4M0.07%
216VANGUARD SHORT TERM CORP BOND92206C40917,576$1.4M0.07%
217ARISTA NETWORKS INCANET9,374$1.4M0.06%
218ISHARES TR46428745716,450$1.4M0.06%
219ISHARES CORE U.S. AGGREGATE ET46428722613,510$1.4M0.06%
220SPDR SERIES TRUST78464A80516,715$1.3M0.06%
221CONOCOPHILLIPSCOP14,232$1.3M0.06%
222CONSTELLATION BRANDS INCSTZ9,954$1.3M0.06%
223PALANTIR TECHNOLOGIES INC CL APLTR7,269$1.3M0.06%
224ISHARES CORE S&P MID-CAP ETF46428750720,193$1.3M0.06%
225CHURCH & DWIGHT CO INCCHD14,640$1.3M0.06%
226CATERPILLAR INCCAT2,654$1.3M0.06%
227ISHARES RUSSELL 2000 ETF4642876555,225$1.3M0.06%
228PGIM ETF TR69344A10725,167$1.3M0.06%
229JP MORGAN HEDGED EQUITY ETF46654Q72419,179$1.2M0.06%
230VANGUARD INDUSTRIALS ETF92204A6034,164$1.2M0.06%
231MORGAN STANLEYMS-PQ7,714$1.2M0.06%
232VERIZON COMMUNICATIONSVZ27,434$1.2M0.06%
233AUTOMATIC DATA PROCESSING INCADP4,000$1.2M0.05%
234EOG RES INCEOG10,383$1.2M0.05%
235INTERNATIONAL BUSINESS MACHSINTR4,055$1.1M0.05%
236ISHARES MSCI GLOBAL GOLD MIN E46434G85517,508$1.1M0.05%
237INVESCO S&P 500 LOW VOLATILITYIVZ15,410$1.1M0.05%
238CONSTELLATION BRANDS INCSTZ8,323$1.1M0.05%
239SPDR S&P 500 ETF TRSPY1,644$1.1M0.05%
240WALMART INCWMT10,588$1.1M0.05%
241RTX CORPORATIONRTX6,510$1.1M0.05%
242BRISTOL MYERS SQUIBB COCELG-RI24,046$1.1M0.05%
243JOHNSON & JOHNSONJNJ5,789$1.1M0.05%
244NXP SEMICONDUCTORS ADRNXPI4,645$1.1M0.05%
245TRUIST FINANCIAL CORP89832Q10922,703$1.0M0.05%
246GE VERNOVA INCGEV1,669$1.0M0.05%
247VANGUARD MALVERN FDS92202074813,003$1.0M0.05%
248ROSS STORES INC COMROST6,663$1.0M0.05%
249CAPITAL ONE FINANCIAL14040H1054,760$1.0M0.05%
250QUALCOMM INCQCOM6,060$1.0M0.05%
251LINDE PLC ADRLIN2,122$1.0M0.05%
252WASTE MGMT INC DEL94106L1094,364$963,7020.05%
253PIMCO ETF TR72201R58535,851$962,2410.04%
254DEERE & CO.DE2,074$948,3570.04%
255AMAZON COM INCAMZN4,301$944,3710.04%
256CENTENE CORPCNC26,373$940,9890.04%
257EA SERIES TRUST02072L60720,974$929,3580.04%
258AMERICAN EXPRESS COAXP2,794$928,0550.04%
259J P MORGAN EXCHANGE TRADED F46641Q64718,328$925,0150.04%
260ELI LILLY & COLLY1,211$924,0160.04%
261ISHARES TR4642874084,456$920,2090.04%
262ISHARES MSCI EAFE VALUE ETF46428887713,494$915,2980.04%
263ISHARES CORE HIGH DIVIDEND ETF46429B6637,454$912,7420.04%
264NVIDIA CORPORATIONNVDA4,886$911,6300.04%
2653M COMMM5,853$908,2690.04%
266NOVARTIS AG SPONSORED ADRNVSEF7,015$899,6040.04%
267ISHARES TR4642874659,627$898,8650.04%
268ILLINOIS TOOL WORKS4523081093,438$896,4930.04%
269VANGUARD CONSUMER STAPLES ETF92204A2074,190$895,5290.04%
270VANGUARD INDEX FDS9229086524,234$886,3460.04%
271RENASANT CORPRNST24,000$885,3600.04%
272BOEING COMPANYBA-PA4,094$883,6080.04%
273NIKE INC CLASS B COMNKE12,358$861,7230.04%
274CSX CORPORATIONCSX23,778$844,3570.04%
275PAYCHEX INCPAYX6,551$830,4050.04%
276ISHARES RUSSELL 1000 ETF4642876222,269$829,2740.04%
277ISHARES TR4642872001,238$828,3200.04%
278PRICE T ROWE GROUP INCTROW7,961$817,1170.04%
279VANGUARD FTSE ALL WORLD X-US S9220427185,684$810,2540.04%
280GILEAD SCIENCES INCGILD7,239$803,5290.04%
281ISHARES TR4642872001,200$803,1600.04%
282PARKER-HANNIFIN CORPPH1,057$801,3650.04%
283HONEYWELL INTL INC4385161063,693$777,3770.04%
284SCHWAB STRATEGIC TR80852410230,142$774,9620.04%
285ABBVIE INCABBV3,345$774,5010.04%
286DOMINION ENERGY INCD12,630$772,5770.04%
287ISHARES TR4642876222,109$770,9800.04%
288SOUTHSTATE CORPORATIONSSB7,638$755,1690.04%
289SOUTHSTATE BK CORP84472E1027,638$755,1690.04%
290SPROTT ASSET MANAGEMENT LPSII20,576$754,9330.04%
291VANGUARD INTL EQUITY INDEX F92204277510,562$753,8290.04%
292ISHARES TR4642872267,425$744,3560.03%
293ISHARES RUSSELL MIDCAP GRWTH E4642874815,217$742,9530.03%
294FIDELITY NATL INFORMATION SVCS31620M10611,000$725,3400.03%
295ISHARES TR46432F3393,700$719,6500.03%
296MARATHON PETROLEUM CORPORATIONMARA3,723$717,5710.03%
297VANGUARD SCOTTSDALE INTER TERM92206C70611,946$717,1180.03%
298AMERICAN ELEC PWR INC0255371016,352$714,6000.03%
299SPDR GOLD TRUSTGLD1,974$701,6980.03%
300BECTON DICKINSON & COBDX3,692$691,0320.03%
301VANGUARD MUN BD FDS92290774613,791$690,4930.03%
302ELI LILLY & COLLY902$688,2260.03%
303CORTEVA INCCTVA10,165$687,4590.03%
304FIRST BANCORP NC COM31891010612,989$686,9880.03%
305FISERV INCFISV5,300$683,3290.03%
306HEALTH CARE SELECT SECTOR SPDR81369Y2094,878$678,8710.03%
307TEXAS INSTRUMENTS8825081043,608$662,8980.03%
308FINANCIAL SELECT SECTOR SPDR81369Y60512,102$651,9350.03%
309NOVO NORDISK AS SPONS ADRNONOF11,731$650,9530.03%
310ISHARES TR4642876891,717$650,6400.03%
311MASTERCARD INCORPORATEDMA1,126$640,4800.03%
312DUPONT DE NEMOURS INCDD8,161$635,7420.03%
313ISHARES TR4642875079,687$632,1740.03%
314ISHARES TR4642876141,349$631,8860.03%
315NUCOR CORPNUE4,615$625,0090.03%
316US BANCORPUSB-PS12,821$619,6390.03%
317ACUITY, INC.AYI1,794$617,8360.03%
318INVESCO QQQ TRIVZ1,029$617,5750.03%
319ISHARES S&P MIDCAP 400/GRWTH E4642876066,375$611,2990.03%
320AT & T INCT-PC21,581$609,4470.03%
321WISDOMTREE TR US SMALLCAP DIVIWT17,682$595,5300.03%
322VANGUARD HIGH DVD YIELD ETF9219464064,206$592,8360.03%
323INVESCO HIGH YIELD EQUITY DIVIIVZ28,113$592,2540.03%
324THE MOSAIC COMPANYMOS16,544$573,7460.03%
325ISHARES PREFERRED & INCOME SEC46428868718,106$572,5120.03%
326NORFOLK SOUTHERN CORP6558441081,876$563,5690.03%
327SCHWAB CHARLES CORPSCHW-PJ5,816$555,2540.03%
328SCHWAB STRATEGIC TR80852473015,154$547,9830.03%
329GRAYSCALE BITCOIN TRUST ETFGBTC6,063$544,2760.03%
330BROADCOM INCAVGO1,630$537,7540.03%
331VANGUARD INTER TERM CORP BO .192206C8706,324$531,9120.02%
332MATERIALS SELECT SPDR FUND81369Y1005,813$520,9610.02%
333VANGUARD SPECIALIZED FUNDS9219088442,379$513,3640.02%
334AFLAC INCAFL4,535$506,5600.02%
335SCHWAB STRATEGIC TR80852475511,788$506,3920.02%
336JPMORGAN CHASE & CO.VYLD1,562$492,7020.02%
337ISHARES TR4642875077,549$492,6330.02%
338ISHARES DJ SELECT DIVIDEND ETF4642871683,429$487,2610.02%
339GE AEROSPACE3696043011,609$484,0190.02%
340TECHNOLOGY SELECT SECTOR SPDR81369Y8031,714$483,1080.02%
341INTERNATIONAL BUSINESS MACHSINTR1,712$483,0580.02%
342ELECTRONIC ARTS INCEA2,356$475,2050.02%
343TRAVELERS COMPANIES INCTRV1,701$474,9530.02%
344AMERICAN WATER WORKS CO INC0304201033,388$471,5760.02%
345PPG INDUSTRIES INC6935061074,462$469,0010.02%
346WELLS FARGO & CO9497461015,498$460,8420.02%
347PEPSICO INCPEP3,201$449,5480.02%
348CINCINNATI FINANCIAL CORP1720621012,824$446,4740.02%
349BERKSHIRE HATHAWAY INC DELBRK-A883$443,9200.02%
350CISCO SYS INCCSCO6,443$440,8300.02%
351PHILLIPS 66PSX3,209$436,4880.02%
352ALPHABET INCGOOG1,749$425,1820.02%
353SCHWAB STRATEGIC TR80852479715,510$423,4130.02%
354CUMMINS INCCMI1,000$422,3700.02%
355VISA INCV1,231$420,2390.02%
356AFLAC INCAFL3,743$418,0930.02%
357DUKE ENERGY CORP NEWDUKB3,376$417,7810.02%
358ISHARES INC46434G1036,228$410,5500.02%
359ALLSTATE CORPALL-PJ1,911$410,1960.02%
360ISHARES TR46432F8424,539$396,3000.02%
361GENERAL DYNAMICS CORPGD1,154$393,5140.02%
362KITE REALTY GROUP TRUST REIT49803T30017,550$391,3650.02%
363ISHARES S&P MIDCAP 400/VALUE E4642877053,009$390,3270.02%
364APPLIED MATERIALS INC0382221051,900$389,0060.02%
365CADENCE BK/SH12740C10310,354$388,6890.02%
366ISHARES TR4642875981,906$388,0430.02%
367UNILEVER PLCUNLYF6,532$387,2170.02%
368RBB FD INC74933W18911,986$383,1180.02%
369ISHARES GOLD TR NEW ETFIAU5,201$378,4770.02%
370PHILIP MORRIS INTL INC7181721092,323$376,7910.02%
371SHERWIN-WILLIAMS COSHW1,065$368,7670.02%
372ISHARES TR4642898675,714$367,8680.02%
373MERCK & CO INCMRK4,383$367,8650.02%
374CATERPILLAR INCCAT768$366,4510.02%
375SHOPIFY INC CL BSHOP2,437$362,1630.02%
376TESLA INCTSLA809$359,7790.02%
377ISHARES S&P SMALLCAP 600/VAL E4642878793,196$353,4460.02%
378LYFT INCLYFT15,881$349,5410.02%
379UNITED PARCEL SVC INC CL BUPS4,104$342,8070.02%
380PFIZER INCPFE13,398$341,3810.02%
381APPLIED MATERIALS INC0382221051,667$341,3020.02%
382WELLS FARGO CO NEW9497461014,068$340,9800.02%
383INTUITINTU499$340,7720.02%
384ALLSTATE CORPALL-PJ1,572$337,4300.02%
385COMCAST CORP-CL ACCZ10,544$331,2920.02%
386SPROTT PHYSICAL GOLD & SILVERSII9,000$330,2100.02%
387PAYPAL HLDGS INCPYPL4,912$329,3990.02%
388ORACLE CORPORCL-PD1,166$327,9260.02%
389GOLDMAN SACHS GROUP INCGSCE411$327,3000.02%
390ISHARES BITCOIN TRUST ETFIBIT4,983$323,8950.02%
391RTX CORPORATIONRTX1,929$322,7800.02%
392SHERWIN WILLIAMS COSHW918$317,8670.01%
393AMERICAN CENTY ETF TR0250726044,114$309,0030.01%
394ROYCE SMALL CAP TRUSTRVT18,972$306,0180.01%
395TIDAL TRUST III45259A87812,100$301,7990.01%
396ISHARES TR4642874403,125$301,4380.01%
397ISHARES TR4642872262,980$298,7450.01%
398ALPHABET INCGOOG1,224$298,1060.01%
399GENUINE PARTS COGPC2,138$296,3270.01%
400PALO ALTO NETWORKS INCPANW1,438$292,8060.01%
401SCHWAB STRATEGIC TR8085243009,161$292,3350.01%
402ISHARES 0-5 YEAR HIGH YIELD CO46434V4076,705$290,3270.01%
403PARK NATIONAL CORP COM7006581071,770$287,6780.01%
404FEDEX CORPORATIONFDX1,214$286,2730.01%
405SCHWAB STRATEGIC TR8085247228,750$281,0500.01%
406SNAP ON INCSNA811$281,0360.01%
407PNC FINANCIAL SERVICES GROUP6934751051,394$280,0960.01%
408SPDR GOLD TRGLD784$278,6880.01%
409XCEL ENERGY INCXELLL3,450$278,2430.01%
410META PLATFORMS INCMETA366$268,7840.01%
411APOLLO GLOBAL MGMT INC03769M1062,000$266,5400.01%
412TESLA INCTSLA598$265,9430.01%
413VANGUARD INDEX FDS922908769805$264,1770.01%
414SCHWAB STRATEGIC TR8085245088,902$263,8700.01%
415VANGUARD BD INDEX FDS9219378353,521$261,8570.01%
416SPDR DOW JONES REIT ETF78464A6072,598$260,5530.01%
417ISHARES TR4642886612,175$259,9340.01%
418QUALCOMM INCQCOM1,535$255,3630.01%
419SCHWAB STRATEGIC TR8085246079,138$254,9510.01%
420HOME DEPOT INCHD626$253,6070.01%
421WASTE MGMT INC DEL94106L1091,100$242,9130.01%
422WISDOMTREE US DIVIDEND EX-FINAWT2,124$242,7230.01%
423DIMENSIONAL ETF TRUST25434V5344,229$239,1930.01%
424INTERNATIONAL PAPER CO4601461035,106$236,9180.01%
425SEAGATE TECHNOLOGY HLDNGS PLSE1,000$236,0600.01%
426ATMOS ENERGY CORPORATIONATO1,380$235,6350.01%
427FLUOR CORP NEWFLR5,500$231,3850.01%
428ISHARES TR4642878041,926$228,8660.01%
429THE TRADE DESK INC CL A88339J1054,668$228,7790.01%
430J.P. MORGAN EXCHANGE-TRADED FU46641Q6544,451$227,1790.01%
431MURPHY USA INCMUSA585$227,1320.01%
432GE VERNOVA INCGEV369$226,8980.01%
433COMCAST CORP NEWCCZ7,089$222,7370.01%
434SOFI TECHNOLOGIES INCSOFI8,330$220,0790.01%
435SCHWAB STRATEGIC TR8085247718,310$218,5530.01%
436VANGUARD SCOTTSDALE FDS92206C8702,595$218,2880.01%
437ISHARES RUSSELL MIDCAP VALUE E4642874731,562$218,1650.01%
438WELLS FARGO CO NEW9497461012,570$215,4180.01%
439AXON ENTERPRISEAXON300$215,2920.01%
440INTEL CORPINTC6,394$214,5190.01%
441SPDR S&P MIDCAP 400 ETF TRUSTMDY359$213,9750.01%
442BHP GROUP LTDBHPLF3,730$207,9480.01%
443CORNING INCGLW2,472$202,7790.01%
444DOW INCDOW8,801$201,8070.01%
445MORGAN STANLEYMS-PQ1,264$200,9260.01%
446MCDONALDS CORPMCD661$200,7590.01%
447VISA INCV585$199,8360.01%
448ARCOSA INCACA2,116$198,2910.01%
449CISCO SYS INCCSCO2,893$197,9400.01%
450CAPITAL ONE FINL CORP14040H105920$195,5740.01%
451MCKESSON CORP. COMMON STOCKMCK252$194,6800.01%
452T-MOBILE US INCTMUSZ806$192,9410.01%
453VANGUARD FTSE EMERGING MARKETS9220428583,532$191,3640.01%
454CATERPILLAR INCCAT394$188,1080.01%
455ISHARES S&P SMALLCAP/600 GROWT4642878871,325$187,4880.01%
456ISHARES CORE S&P TOTAL U.S.4642871501,281$186,5780.01%
457ISHARES TR464287655764$184,8280.01%
458ISHARES TR4642884141,706$181,6720.01%
459ISHARES TR46435G4251,247$181,5630.01%
460SPROTT PHYSICAL GOLD TRUSTSII6,125$181,4230.01%
461EXXON MOBIL CORPXOM1,602$180,6260.01%
462PIPER SANDLER COMPANIESPIPR515$178,7000.01%
463CONOCOPHILLIPSCOP1,882$178,0180.01%
464COLGATE PALMOLIVE COCL2,217$177,2270.01%
465MICROSOFT CORPMSFT342$177,1390.01%
466DOLLAR TREE INCDLTR1,862$175,7170.01%
467SELECT SECTOR SPDR TR81369Y5061,944$173,7100.01%
468VANGUARD MID-CAP GROWTH ETF922908538590$173,3360.01%
469VANGUARD REAL ESTATE ETF9229085531,887$172,5100.01%
470ISHARES TR464287655686$165,9850.01%
471ABERDEEN STANDARD PHYSICAL GOL00326A1044,500$165,6450.01%
472AIR PRODS & CHEMS INCAIIR606$165,2680.01%
473GE HEALTHCARE TECHNOLOGIES IGEHC2,196$164,9200.01%
474ISHARES TR46434V4493,418$163,6540.01%
475VANGUARD STAR FDS9219097682,218$162,9350.01%
476CROWN CASTLE INCCCI1,685$162,5860.01%
477CARRIER GLOBAL CORPCARR2,709$161,7270.01%
478HONEYWELL INTL INC438516106767$161,4540.01%
479CONSUMER DISCRETIONARY SELT81369Y407668$160,0800.01%
480MOTOROLA SOLUTIONS INCMSI350$160,0520.01%
481CANADIAN IMPERIAL BANK OF COCNDIF2,000$159,7800.01%
482BROADCOM INCAVGO480$158,3570.01%
483NETFLIX INCNFLX132$158,2570.01%
484ISHARES TR4642876061,618$155,1510.01%
485ISHARES TR46435G1936,545$154,2000.01%
486AMERICAN EXPRESS COAXP462$153,5520.01%
487ATLANTIC UNION BANKSHARES CORP04911A1074,335$152,9820.01%
488PIMCO ACCESS IN/COM SHS BEN INPAXS9,350$152,1250.01%
489CARNIVAL CORP ADRCUKPF5,260$152,0670.01%
490JOHNSON & JOHNSONJNJ817$151,4970.01%
491BOSTON SCIENTIFIC CORPBSX1,546$150,9360.01%
492DIAGEO PLC ADRDGEAF1,567$149,5390.01%
493PALANTIR TECHNOLOGIES INCPLTR818$149,2200.01%
494VANGUARD TAX-MANAGED FDS9219438582,484$148,8600.01%
495COLGATE PALMOLIVE COCL1,841$147,1700.01%
496PALO ALTO NETWORKS INCPANW717$145,9960.01%
497ISHARES TR4642886791,310$144,7420.01%
498SCHWAB STRATEGIC TR8085247064,329$144,4590.01%
499SPDR GOLD TRGLD405$143,9660.01%
500ALTRIA GROUP INCMO2,145$141,6990.01%