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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 Q4 2025 · Filed February 11, 2026 · Accession 0001104659-26-013140

Total Value
$2.24B
Positions
2,212
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT224,242$108.4M4.92%
2APPLE INCAAPL374,497$101.8M4.62%
3BROADCOM INCAVGO186,708$64.6M2.93%
4SPROTT PHYSICAL GOLD TRUSTSII1,711,200$56.5M2.56%
5VISA INCV159,643$56.0M2.54%
6BERKSHIRE HATHAWAY INC-CL BBRK-A108,684$54.6M2.48%
7ISHARES CORE S&P 500 ETF46428720069,523$47.6M2.16%
8ALPHABET INC CL CGOOG149,379$46.9M2.13%
9MASTERCARD INC-AMA77,961$44.5M2.02%
10JP MORGAN CHASE & COVYLD137,936$44.4M2.02%
11AMAZON.COM INCAMZN157,988$36.5M1.65%
12ISHARES BARCLAYS 1-3 YEAR TR E464287457381,909$31.6M1.44%
13PARKER HANNIFIN CORP COMPH34,647$30.5M1.38%
14DIMENSIONAL ETF TRUST25434V401389,807$28.9M1.31%
15ORACLE CORPORATION COMORCL-PD144,085$28.1M1.27%
16WALMART INCWMT243,605$27.1M1.23%
17VANGUARD DIVIDEND APPREC ETF921908844108,855$23.9M1.09%
18TJX COMPANIES872540109143,374$22.0M1.00%
19ROCKEFELLER OPPORTUNISTIC MUNI45259A878850,625$21.3M0.97%
20J P MORGAN EXCHANGE TRADED F46641Q670401,739$19.0M0.86%
21VALERO ENERGY CORPVLO115,445$18.8M0.85%
22INTUITIVE SURGICAL INCISRG33,121$18.8M0.85%
23APPLE INCAAPL67,362$18.3M0.83%
24DIMENSIONAL ETF TRUST25434V203473,444$18.0M0.82%
25BLACKSTONE INC.BX116,537$18.0M0.82%
26VICTORY PORTFOLIOS II92647N527376,951$17.9M0.81%
27NEXTERA ENERGY INCNEE-PW221,531$17.8M0.81%
28ROCKWELL AUTOMATION, INCROK44,898$17.5M0.79%
29VANGUARD FTSE ALL-WORLD EX-US922042775228,886$16.8M0.76%
30DANAHER CORP23585110273,393$16.8M0.76%
31ABBVIE INCABBV70,655$16.1M0.73%
32SERVICENOW INCNOW103,965$15.9M0.72%
33BOSTON SCIENTIFIC CORPBSX166,021$15.8M0.72%
34ADOBE INCADBE43,357$15.2M0.69%
35HOME DEPOT INCHD42,825$14.7M0.67%
36J.P. MORGAN EXCHANGE-TRADED FU46641Q654286,731$14.6M0.66%
37SPDR S&P 500 ETF TRUSTSPY21,249$14.5M0.66%
38COSTCO WHSL CORP NEW22160K10516,048$13.8M0.63%
39BANK OF AMERICA CORP060505104251,502$13.8M0.63%
40MICROSOFT CORPMSFT28,570$13.8M0.63%
41L3 HARRIS TECHNOLOGIES INCLHX46,848$13.8M0.62%
42COCA COLA COKO196,724$13.8M0.62%
43SONY GROUP CORP SPONS ADRSNEJF524,532$13.4M0.61%
44ISHARES CORE DIVIDEND GROWTH E46434V621191,846$13.3M0.60%
45CHUBB LTD ADRCB42,122$13.1M0.60%
46BARRICK MINING CORP.06849F108287,352$12.5M0.57%
47CHEVRON CORPORATIONCVX79,882$12.2M0.55%
48INVESCO EXCHANGE TRADED FD TIVZ158,906$11.9M0.54%
49BROADCOM INCAVGO34,041$11.8M0.53%
50ROPER TECHNOLOGIES INCROP26,082$11.6M0.53%
51ISHARES TR/ISHARES 0-3 MNTH TR46436E718112,539$11.3M0.51%
52MICRON TECHNOLOGY INCMU36,369$10.4M0.47%
53ISHARES CORE S&P SMALL-CAP ETF46428780484,865$10.2M0.46%
54ELI LILLY & CO.LLY9,415$10.1M0.46%
55ALPHABET INCGOOG32,276$10.1M0.46%
56BERKSHIRE HATHAWAY INC DELBRK-A19,920$10.0M0.45%
57VANGUARD GROWTH ETF92290873619,907$9.7M0.44%
58VANGUARD SHORT TERM BOND ETF921937827122,328$9.6M0.44%
59INTERCONTINENTAL EXCHANGE INC45866F10458,127$9.4M0.43%
60SNAP ON INCSNA26,618$9.2M0.42%
61ALPHABET INC CL AGOOG29,196$9.1M0.41%
62ELEVANCE HEALTH INCELV26,032$9.1M0.41%
63INTL. BUSINESS MACHINES CORPINTR30,271$9.0M0.41%
64UNION PAC CORPUNP38,717$9.0M0.41%
65ZSCALER INC COMZS37,773$8.5M0.39%
66VANGUARD SCOTTSDALE FDS92206C409106,491$8.5M0.39%
67COSTCO WHSL CORP NEW22160K1059,797$8.4M0.38%
68TJX COS INC NEW87254010954,595$8.4M0.38%
69J P MORGAN EXCHANGE TRADED F46654Q724125,671$8.3M0.38%
70JPMORGAN CHASE & CO.VYLD25,839$8.3M0.38%
71AMAZON COM INCAMZN35,394$8.2M0.37%
72PROCTER & GAMBLE COMPANY74271810956,885$8.2M0.37%
73VANGUARD INDEX FDS92290874442,054$8.0M0.36%
74META PLATFORMS INCMETA11,268$7.4M0.34%
75VANGUARD SCOTTSDALE FDS92206C73023,824$7.4M0.33%
76JOHNSON & JOHNSONJNJ33,337$6.9M0.31%
77INTUITIVE SURGICAL INCISRG12,032$6.8M0.31%
78TRIMBLE INC CL BTRMB85,489$6.7M0.30%
79VANGUARD INDEX FDS92290875123,817$6.1M0.28%
80SHELL PLC SPON ADRRYDAF83,020$6.1M0.28%
81META PLATFORMS, INC. CLASS AMETA8,978$5.9M0.27%
82EXXON MOBIL CORPXOM48,904$5.9M0.27%
83ULTA BEAUTY INCULTA9,592$5.8M0.26%
84ASTRAZENECA PLC SPONS ADRAZN62,693$5.8M0.26%
85LOWES COS INC54866110723,629$5.7M0.26%
86DANAHER CORPORATION23585110224,836$5.7M0.26%
87HOME DEPOT INCHD16,373$5.6M0.26%
88HYATT HOTELS CORPORATIONH34,128$5.5M0.25%
89ORACLE CORPORCL-PD27,704$5.4M0.25%
90VANGUARD INDEX FDS9229083638,272$5.2M0.24%
91VANGUARD INDEX FDS92290873610,544$5.1M0.23%
92CISCO SYSTEMS INCCSCO66,141$5.1M0.23%
93ISHARES CORE U.S. AGGREGATE ET46428722650,678$5.1M0.23%
94WISDOMTREE US MIDCAP DIVIDENDWT97,628$5.0M0.23%
95VANGUARD FTSE DEVELOPED MARKET92194385880,298$5.0M0.23%
96EATON CORP PLC ADRETN15,727$5.0M0.23%
97MOTOROLA SOLUTIONS, INCMSI13,057$5.0M0.23%
98YUM! BRANDS INCYUM32,840$5.0M0.23%
99VANGUARD IND FD MID-CAP92290862916,969$4.9M0.22%
100DUKE ENERGY CORPDUKB41,850$4.9M0.22%
101COCA COLA COKO70,110$4.9M0.22%
102CHUBB LIMITEDCB15,474$4.8M0.22%
103L3HARRIS TECHNOLOGIES INCLHX16,415$4.8M0.22%
104VANGUARD BD INDEX FDS92193782758,258$4.6M0.21%
105AMERICAN EXPRESS COAXP12,321$4.6M0.21%
106SONY GROUP CORPSNEJF178,028$4.6M0.21%
107ACCENTURE PLC ADRACN16,732$4.5M0.20%
108NEXTERA ENERGY INCNEE-PW54,867$4.4M0.20%
109VANGUARD VALUE ETF92290874422,540$4.3M0.20%
110ISHARES TR46428864679,057$4.2M0.19%
111MORGAN STANLEYMS-PQ23,486$4.2M0.19%
112REPUBLIC SVCS INC76075910019,581$4.1M0.19%
113SALESFORCE INC.CRM15,544$4.1M0.19%
114CHENIERE ENERGY INC COMLNG20,944$4.1M0.18%
115GMO ETF TRUST90139K100105,572$4.1M0.18%
116EMERSON ELEC COEMR30,577$4.1M0.18%
117VANGUARD SMALL-CAP ETF92290875115,681$4.0M0.18%
118ABBOTT LABSABLZF32,238$4.0M0.18%
119DISNEY WALT CO25468710635,117$4.0M0.18%
120AMGEN INCAMGN12,198$4.0M0.18%
121INVESCO QQQ TRUST SERIES 1IVZ6,454$4.0M0.18%
122DIMENSIONAL ETF TRUST25434V302121,614$4.0M0.18%
123AMGEN INCAMGN12,067$3.9M0.18%
124BARRICK MNG CORP06849F10889,397$3.9M0.18%
125GOLDMAN SACHS GROUP INC COMGSCE4,402$3.9M0.18%
126DELL TECHNOLOGIES INC CL CDELL30,716$3.9M0.18%
127ISHARES CORE MSCI EAFE ETF46432F84243,153$3.9M0.18%
128SOUTHSTATE BANK CORPORATION CO84472E10240,945$3.9M0.17%
129ISHARES TR46428780431,825$3.8M0.17%
130NVIDIA CORPNVDA20,223$3.8M0.17%
131STRYKER CORPORATIONSYK10,571$3.7M0.17%
132MONDELEZ INTERNATIONAL INC60920710568,804$3.7M0.17%
133ROPER TECHNOLOGIES INCROP8,238$3.7M0.17%
134PAYPAL HOLDINGS INCPYPL61,236$3.6M0.16%
135MCDONALDS CORPMCD11,628$3.6M0.16%
136ISHARES RUSSELL MIDCAP ETF46428749936,812$3.5M0.16%
137VANGUARD LARGE-CAP ETF92290863711,230$3.5M0.16%
138INTERCONTINENTAL EXCHANGE IN45866F10421,787$3.5M0.16%
139ROCKWELL AUTOMATION INCROK8,905$3.5M0.16%
140AUTOMATIC DATA PROCESSING INADP12,917$3.3M0.15%
141CVS HEALTH CORPCVS41,661$3.3M0.15%
142UNION PAC CORPUNP14,272$3.3M0.15%
143CHEVRON CORP NEWCVX21,437$3.3M0.15%
144TRIMBLE INCTRMB40,785$3.2M0.15%
145FIRST CITIZENS BANCSHARES INC31946M1031,487$3.2M0.14%
146CRH PLCCRH25,218$3.1M0.14%
147BP PLC SPONS ADRBPPFF90,138$3.1M0.14%
148STRYKER CORPSYK8,882$3.1M0.14%
149ISHARES RUSSELL 1000 GROWTH ET4642876146,494$3.1M0.14%
150VANGUARD TOTAL STCK MK ETF9229087699,032$3.0M0.14%
151ZSCALER INCZS13,435$3.0M0.14%
152GE AEROSPACE3696043019,659$3.0M0.14%
153ELEVANCE HEALTH INC FORMERLYELV8,427$3.0M0.13%
154EXXON MOBIL CORPXOM23,995$2.9M0.13%
155PEPSICO INCPEP19,912$2.9M0.13%
156BLACKROCK INC.BLK2,625$2.8M0.13%
157ABBOTT LABSABLZF22,188$2.8M0.13%
158CHENIERE ENERGY INCLNG14,199$2.8M0.13%
159MERCK & CO INCMRK25,624$2.7M0.12%
160VANGUARD INFO TECH ETF92204A7023,569$2.7M0.12%
161HCA HEALTHCARE INCHCA5,590$2.6M0.12%
162SCHWAB STRATEGIC TR80852420196,172$2.6M0.12%
163SOUTHERN COSOMN29,546$2.6M0.12%
164EMERSON ELECTRICEMR19,202$2.5M0.12%
165APPLE INCAAPL8,991$2.4M0.11%
166PROCTER AND GAMBLE CO74271810917,004$2.4M0.11%
167SPDR DJIA TRUST78467X1095,025$2.4M0.11%
168VANGUARD SMALL CAP VALUE ETF92290861111,250$2.4M0.11%
169AST SPACEMOBILE INCASTS32,542$2.4M0.11%
170SPROTT ASSET MANAGEMENT LPSII71,464$2.4M0.11%
171PROGRESSIVE CORP OHIO COM74331510310,264$2.3M0.11%
172AMERICAN CENTY ETF TR02507270327,966$2.3M0.10%
173ACCENTURE PLC IRELANDACN8,573$2.3M0.10%
174ADOBE INCADBE6,481$2.3M0.10%
175ISHARES RUSSELL 2000 ETF4642876559,069$2.2M0.10%
176ISHARES TR46432F84224,759$2.2M0.10%
177ARISTA NETWORKS INCANET16,903$2.2M0.10%
178MONDELEZ INTL INC60920710540,143$2.2M0.10%
179ACCENTURE PLC IRELANDACN7,988$2.1M0.10%
180PROFESIONALLY MANAGED PORTFO74316P57932,492$2.1M0.10%
181JP MORGAN ETF ULTRA SHORT46641Q83740,828$2.1M0.09%
182MICROSOFT CORPMSFT4,261$2.1M0.09%
183GE AEROSPACE3696043016,640$2.0M0.09%
184PHILIP MORRIS INTERNATIONAL71817210912,738$2.0M0.09%
185LOCKHEED MARTIN CORPLMT4,203$2.0M0.09%
186PIMCO ETF TR72201R83320,040$2.0M0.09%
187CADENCE BANK12740C10345,954$2.0M0.09%
188ISHARES CORE S&P MID-CAP ETF46428750729,765$2.0M0.09%
189M & T BK CORP55261F1049,510$1.9M0.09%
190ISHARES TR46428868760,777$1.9M0.09%
191ISHARES MSCI EAFE ETF46428746519,541$1.9M0.09%
192NOVO-NORDISK A SNONOF36,773$1.9M0.08%
193SRH TOTAL RETURN FUNDSTEW100,000$1.9M0.08%
194STATE STREET ENERGY SELECT SEC81369Y50640,910$1.8M0.08%
195ALTRIA GROUP INCMO31,674$1.8M0.08%
196UNITEDHEALTH GROUP INC COMUNH5,397$1.8M0.08%
197NIKE INCNKE27,949$1.8M0.08%
198SLM CORPSLMBP65,374$1.8M0.08%
199TESLA INCTSLA3,921$1.8M0.08%
200ISHARES TR4642876894,503$1.7M0.08%
201ALPHABET INCGOOG5,509$1.7M0.08%
202VANGUARD SHORT TERM CORP BOND92206C40921,582$1.7M0.08%
203VANGUARD INDEX FDS9229087695,121$1.7M0.08%
204BANK OF NEW YORK MELLON CORP06405810014,582$1.7M0.08%
205SPDR S&P 500 ETF TRSPY2,416$1.6M0.07%
206BHP GROUP LIMITED ADRBHPLF26,567$1.6M0.07%
207US BANCORP DELUSB-PS30,000$1.6M0.07%
208T-MOBILE US INC COMTMUSZ7,820$1.6M0.07%
209ISHARES TR46428745719,056$1.6M0.07%
210NVIDIA CORPORATIONNVDA8,434$1.6M0.07%
211TRACTOR SUPPLY COTSCO31,123$1.6M0.07%
212CATERPILLAR INCCAT2,691$1.5M0.07%
213VANGUARD FTSE EMERGING MARKETS92204285828,505$1.5M0.07%
214BERKSHIRE HATHAWAY INC-CL ABRK-A2$1.5M0.07%
215DISNEY WALT CO NEW25468710613,237$1.5M0.07%
216FISERV INCFISV22,375$1.5M0.07%
217ISHARES TR46428717613,663$1.5M0.07%
218REPUBLIC SERVICES INC7607591007,071$1.5M0.07%
219ECOLAB INC COMECL5,701$1.5M0.07%
220VANGUARD TOTAL INTL STOCK ET92190976819,813$1.5M0.07%
221FORTIVE CORPFTV26,980$1.5M0.07%
222PGIM ETF TR69344A10729,774$1.5M0.07%
223VANGUARD TAX-MANAGED FDS92194385823,081$1.4M0.07%
224PHILLIPS 66PSX10,972$1.4M0.06%
225GE VERNOVA INCGEV2,158$1.4M0.06%
226FIRST TR EXCHNG TRADED FD VI33740F88854,942$1.4M0.06%
227ISHARES TR46436E71813,632$1.4M0.06%
228PALANTIR TECHNOLOGIES INC CL APLTR7,666$1.4M0.06%
229HONEYWELL INTERNATIONAL INC4385161066,969$1.4M0.06%
230CONOCOPHILLIPSCOP14,305$1.3M0.06%
231SPDR SERIES TRUST78464A80515,993$1.3M0.06%
232ELI LILLY & COLLY1,211$1.3M0.06%
233ISHARES MSCI GLOBAL GOLD MIN E46434G85517,508$1.3M0.06%
234VANECK ETF TRUST92189F64312,317$1.3M0.06%
235JP MORGAN HEDGED EQUITY ETF46654Q72419,179$1.3M0.06%
236MORGAN STANLEYMS-PQ7,057$1.3M0.06%
237ISHARES RUSSELL 1000 VALUE ETF4642875985,933$1.2M0.06%
238VANGUARD INDUSTRIALS ETF92204A6034,164$1.2M0.06%
239CONSTELLATION BRANDS INCSTZ8,796$1.2M0.06%
240RTX CORPORATIONRTX6,577$1.2M0.05%
241INTERNATIONAL BUSINESS MACHSINTR4,052$1.2M0.05%
242EA SERIES TRUST02072L60723,065$1.2M0.05%
243BRISTOL MYERS SQUIBB COCELG-RI21,609$1.2M0.05%
244WALMART INCWMT10,367$1.2M0.05%
245CAPITAL ONE FINANCIAL14040H1054,689$1.1M0.05%
246JOHNSON & JOHNSONJNJ5,426$1.1M0.05%
247SPDR S&P 500 ETF TRSPY1,633$1.1M0.05%
248CHURCH & DWIGHT CO INCCHD13,257$1.1M0.05%
249QUALCOMM INCQCOM6,475$1.1M0.05%
250VANGUARD REAL ESTATE ETF92290855312,464$1.1M0.05%
251VERIZON COMMUNICATIONSVZ27,037$1.1M0.05%
252INVESCO S&P 500 LOW VOLATILITYIVZ15,410$1.1M0.05%
253ISHARES MSCI EAFE VALUE ETF46428887715,245$1.1M0.05%
254GE VERNOVA INCGEV1,665$1.1M0.05%
255ROSS STORES INC COMROST6,039$1.1M0.05%
256AUTOMATIC DATA PROCESSING INCADP4,075$1.0M0.05%
257TRUIST FINANCIAL CORP89832Q10921,048$1.0M0.05%
258PARKER-HANNIFIN CORPPH1,172$1.0M0.05%
259ISHARES TR CORE S&P US GROWTH4642876716,119$1.0M0.05%
260NXP SEMICONDUCTORS ADRNXPI4,672$1.0M0.05%
261AMERICAN EXPRESS COAXP2,667$986,6570.04%
262SCHWAB STRATEGIC TR US DIV EQU80852479735,819$982,5150.04%
263PIMCO ETF TR72201R58536,733$980,0370.04%
264DEERE & CO.DE2,105$980,0250.04%
265WASTE MGMT INC DEL94106L1094,401$966,9440.04%
266BOEING COMPANYBA-PA4,354$945,3400.04%
267SPROTT ASSET MANAGEMENT LPSII20,576$942,3810.04%
268ISHARES TR4642874659,783$939,5060.04%
269NOVARTIS AG SPONSORED ADRNVSEF6,796$936,9650.04%
270VANGUARD TOTAL BOND MARKET ETF92193783512,646$936,6890.04%
271CENTENE CORPCNC22,654$932,2120.04%
272ISHARES CORE HIGH DIVIDEND ETF46429B6637,654$930,8030.04%
273AMAZON COM INCAMZN3,996$922,3570.04%
274NVIDIA CORPORATIONNVDA4,916$916,8350.04%
275LINDE PLC ADRLIN2,150$916,7390.04%
276ISHARES TR4642874084,256$902,5700.04%
277EOG RES INCEOG8,559$898,7810.04%
278VANGUARD INTER TERM CORP BO .192206C87010,699$896,0410.04%
279VANGUARD CONSUMER STAPLES ETF92204A2074,190$885,0960.04%
280J P MORGAN EXCHANGE TRADED F46641Q64717,358$876,5790.04%
2813M COMMM5,453$873,0250.04%
282GILEAD SCIENCES INCGILD7,102$871,6990.04%
283ISHARES TR4642872268,675$866,4590.04%
284CSX CORPORATIONCSX23,778$861,9530.04%
285RENASANT CORPRNST24,000$845,2800.04%
286ISHARES RUSSELL 1000 ETF4642876222,249$839,8670.04%
287VANGUARD INDEX FDS9229086523,894$814,3130.04%
288ISHARES TR4642876222,114$789,4850.04%
289VANGUARD MALVERN FDS92202074810,084$785,4940.04%
290STATE STREET HEALTH CARE SELEC81369Y2095,042$780,5020.04%
291ILLINOIS TOOL WORKS4523081093,124$769,4410.03%
292PROSHARES TR74348A4677,358$765,7330.03%
293ABBVIE INCABBV3,347$764,7560.03%
294VANGUARD FTSE ALL WORLD X-US S9220427185,326$763,3760.03%
295VANGUARD INTL EQUITY INDEX F92204277510,342$760,7550.03%
296ELI LILLY & COLLY701$753,3510.03%
297NUCOR CORPNUE4,615$752,7530.03%
298FIDELITY NATL INFORMATION SVCS31620M10611,040$733,7180.03%
299ISHARES TR4642872001,070$732,8860.03%
300NIKE INC CLASS B COMNKE11,351$723,1720.03%
301SOUTHSTATE BK CORP84472E1027,638$718,8120.03%
302VANGUARD SCOTTSDALE INTER TERM92206C70611,946$715,9240.03%
303PRICE T ROWE GROUP INCTROW6,892$705,6030.03%
304CORTEVA INCCTVA10,218$684,9130.03%
305SCHWAB STRATEGIC TR80852410225,917$679,7910.03%
306BECTON DICKINSON & COBDX3,486$676,5280.03%
307SPDR GOLD TRUSTGLD1,705$675,7090.03%
308US BANCORPUSB-PS12,520$668,0670.03%
309ISHARES TR4642876891,717$664,2210.03%
310FIRST BANCORP NC COM31891010612,989$659,7110.03%
311CONSTELLATION BRANDS INCSTZ4,749$655,1720.03%
312DOMINION ENERGY INCD11,108$650,8180.03%
313FINANCIAL SELECT SECTOR SPDR81369Y60511,871$650,1750.03%
314ACUITY, INC.AYI1,794$645,9120.03%
315MASTERCARD INCORPORATEDMA1,127$643,3820.03%
316ISHARES TR4642875079,643$636,4380.03%
317ISHARES TR46432F3393,168$629,2290.03%
318PAYCHEX INCPAYX5,592$627,3110.03%
319ISHARES TR4642876141,317$623,3370.03%
320HONEYWELL INTL INC4385161063,174$619,2150.03%
321ISHARES RUSSELL MIDCAP GRWTH E4642874814,509$617,4620.03%
322INVESCO QQQ TRIVZ1,004$617,0320.03%
323AMERICAN ELEC PWR INC0255371015,345$616,3320.03%
324ISHARES S&P MIDCAP 400/GRWTH E4642876066,323$612,5720.03%
325MARATHON PETROLEUM CORPORATIONMARA3,750$609,8630.03%
326VANGUARD HIGH DVD YIELD ETF9219464064,206$603,6450.03%
327INVESCO HIGH YIELD EQUITY DIVIIVZ29,582$603,0470.03%
328CRH PLCCRH4,759$593,9230.03%
329WISDOMTREE TR US SMALLCAP DIVIWT17,532$586,4450.03%
330ISHARES TR464287200843$577,3500.03%
331VANGUARD MUN BD FDS92290774611,045$555,4780.03%
332SCHWAB CHARLES CORPSCHW-PJ5,512$550,7040.02%
333AT & T INCT-PC22,020$546,9770.02%
334WELLS FARGO & CO9497461015,797$540,2800.02%
335APPLIED MATERIALS INC0382221052,083$535,3100.02%
336STATE STREET MATERIALS SELECT81369Y10011,626$527,2390.02%
337TEXAS INSTRUMENTS8825081043,039$527,2360.02%
338VANGUARD SPECIALIZED FUNDS9219088442,360$518,6810.02%
339ALPHABET INCGOOG1,642$513,9460.02%
340CUMMINS INCCMI1,005$513,0020.02%
341AFLAC INCAFL4,614$508,7860.02%
342INTERNATIONAL BUSINESS MACHSINTR1,704$504,7420.02%
343NOVO NORDISK AS SPONS ADRNONOF9,900$503,7120.02%
344BROADCOM INCAVGO1,446$500,4610.02%
345TRAVELERS COMPANIES INCTRV1,701$493,3920.02%
346APPLIED MATLS INC0382221051,900$488,2810.02%
347ISHARES DJ SELECT DIVIDEND ETF4642871683,348$472,5370.02%
348SCHWAB STRATEGIC TR80852475510,368$468,7470.02%
349SCHWAB STRATEGIC TR80852473012,894$464,9690.02%
350CINCINNATI FINANCIAL CORP1720621012,839$463,6650.02%
351MERCK & CO INCMRK4,383$461,3550.02%
352ELECTRONIC ARTS INCEA2,206$450,7520.02%
353VISA INCV1,272$446,1030.02%
354JPMORGAN CHASE & CO.VYLD1,374$442,7310.02%
355CATERPILLAR INCCAT772$442,2560.02%
356STATE STREET TECHNOLOGY SELECT81369Y8033,045$438,3890.02%
357ISHARES TR4642874404,419$424,9310.02%
358AMERICAN WATER WORKS CO INC0304201033,256$424,9080.02%
359ISHARES GOLD TR NEW ETFIAU5,201$422,1650.02%
360CISCO SYS INCCSCO5,462$420,7380.02%
361ISHARES PREFERRED & INCOME SEC46428868713,435$415,9480.02%
362PHILLIPS 66PSX3,209$414,0890.02%
363SPROTT PHYSICAL GOLD & SILVERSII9,000$412,2000.02%
364PEPSICO INCPEP2,862$410,7540.02%
365ISHARES TR46432F8424,572$409,0110.02%
366GRAYSCALE BITCOIN TRUST ETFGBTC5,945$406,4000.02%
367GENERAL DYNAMICS CORPGD1,201$404,3290.02%
368SHOPIFY INC CL BSHOP2,507$403,5520.02%
369ALLSTATE CORPALL-PJ1,911$397,7750.02%
370ISHARES S&P MIDCAP 400/VALUE E4642877052,909$382,7950.02%
371THE MOSAIC COMPANYMOS15,828$381,2970.02%
372WELLS FARGO CO NEW9497461014,068$379,1380.02%
373ISHARES TR4642875075,726$377,9140.02%
374AFLAC INCAFL3,382$372,9330.02%
375PHILIP MORRIS INTL INC7181721092,323$372,6090.02%
376GOLDMAN SACHS GROUP INCGSCE411$361,2690.02%
377ISHARES INC46434G1035,343$359,1570.02%
378BERKSHIRE HATHAWAY INC DELBRK-A704$353,8660.02%
379PPG INDUSTRIES INC6935061073,452$353,6920.02%
380LYFT INCLYFT18,253$353,5610.02%
381FEDEX CORPORATIONFDX1,217$351,5430.02%
382DUKE ENERGY CORP NEWDUKB2,995$351,0440.02%
383RTX CORPORATIONRTX1,910$350,2940.02%
384TIDAL TRUST III45259A87813,875$347,2910.02%
385TESLA INCTSLA769$345,8350.02%
386ISHARES S&P SMALLCAP 600/VAL E4642878793,033$344,9130.02%
387DIMENSIONAL ETF TRUST25434V65812,977$342,8530.02%
388SNAP ON INCSNA979$337,3630.02%
389SHERWIN-WILLIAMS COSHW1,010$327,2700.01%
390ALLSTATE CORPALL-PJ1,572$327,2120.01%
391DUPONT DE NEMOURS INCDD8,123$326,5450.01%
392ISHARES TR4642898675,016$326,0910.01%
393SPDR GOLD TRGLD809$320,6150.01%
394ISHARES GOLD TRIAU3,909$317,2940.01%
395INTUITINTU476$315,3120.01%
396PAYPAL HLDGS INCPYPL5,372$313,6170.01%
397AMERICAN CENTY ETF TR0250726044,006$308,5430.01%
398INVESCO EXCHANGE-TRADED FUND TIVZ1,210$306,0330.01%
399ROYCE SMALL CAP TRUSTRVT18,972$305,4490.01%
400CADENCE BK/SH12740C1037,041$301,6360.01%
401ISHARES TR4642872262,980$297,6430.01%
402SCHWAB STRATEGIC TR80852479710,843$297,4350.01%
403PNC FINANCIAL SERVICES GROUP6934751051,419$296,1880.01%
404SHERWIN WILLIAMS COSHW911$295,1920.01%
405PFIZER INCPFE11,630$289,5870.01%
406APOLLO GLOBAL MGMT INC03769M1062,000$289,5200.01%
407ISHARES 0-5 YEAR HIGH YIELD CO46434V4076,705$287,4430.01%
408PROFESIONALLY MANAGED PORTFO74316P5794,214$276,0590.01%
409SEAGATE TECHNOLOGY HLDNGS PLSE1,000$275,3900.01%
410VANGUARD INDEX FDS922908769805$269,8930.01%
411ISHARES TR4642875981,278$268,8150.01%
412TESLA INCTSLA596$268,0330.01%
413PALO ALTO NETWORKS INCPANW1,454$267,8270.01%
414GENUINE PARTS COGPC2,157$265,2250.01%
415QUALCOMM INCQCOM1,535$262,5620.01%
416PARK NATIONAL CORP COM7006581071,720$261,7500.01%
417ISHARES TR4642886612,175$259,5860.01%
418DIMENSIONAL ETF TRUST25434V5344,229$255,9400.01%
419STATE STREET SPDR DOW JONES RE78464A6072,598$255,2020.01%
420XCEL ENERGY INCXELLL3,434$253,6350.01%
421VANGUARD INDEX FDS9229087441,320$252,1070.01%
422INTEL CORPINTC6,816$251,5100.01%
423ISHARES BITCOIN TRUST ETFIBIT4,983$247,4060.01%
424WISDOMTREE US DIVIDEND EX-FINAWT2,124$244,2180.01%
425DOLLAR TREE INCDLTR1,975$242,9450.01%
426WELLS FARGO CO NEW9497461012,592$241,5750.01%
427ISHARES GOLD TRIAU5,414$232,7480.01%
428ISHARES TR4642878041,930$231,9480.01%
429ATMOS ENERGY CORPORATIONATO1,380$231,3290.01%
430BHP GROUP LTDBHPLF3,794$229,0440.01%
431MCKESSON CORP. COMMON STOCKMCK278$228,0410.01%
432WASTE MGMT INC DEL94106L1091,037$227,8400.01%
433NORFOLK SOUTHERN CORP655844108784$226,3560.01%
434SCHWAB STRATEGIC TR8085247718,310$226,1150.01%
435ARCOSA INCACA2,116$224,9740.01%
436CAPITAL ONE FINL CORP14040H105920$222,9720.01%
437MORGAN STANLEYMS-PQ1,248$221,5580.01%
438MURPHY USA INCMUSA547$220,7250.01%
439ISHARES RUSSELL MIDCAP VALUE E4642874731,562$220,3200.01%
440CATERPILLAR INCCAT384$220,1610.01%
441CISCO SYS INCCSCO2,848$219,3820.01%
442SOFI TECHNOLOGIES INCSOFI8,330$218,0790.01%
443FLUOR CORP NEWFLR5,500$217,9650.01%
444CORNING INCGLW2,477$216,8870.01%
445ALPHABET INCGOOG691$216,8360.01%
446SPDR S&P MIDCAP 400 ETF TRUSTMDY359$216,5780.01%
447UNITED PARCEL SVC INC CL BUPS2,136$211,8700.01%
448FISERV INCFISV3,135$210,5780.01%
449SCHWAB STRATEGIC TR8085247226,320$207,2960.01%
450VANGUARD SCOTTSDALE FDS92206C8702,469$206,8010.01%
451META PLATFORMS INCMETA310$204,6280.01%
452ENBRIDGE INCORPORATED ADRENNPF4,275$204,4730.01%
453SPROTT PHYSICAL GOLD TRUSTSII6,125$202,2480.01%
454INTERNATIONAL PAPER CO4601461035,106$201,1250.01%
455SCHWAB STRATEGIC TR8085245086,582$197,9180.01%
456ISHARES TR464287655765$188,3480.01%
457ISHARES S&P SMALLCAP/600 GROWT4642878871,325$187,0370.01%
458ABERDEEN STANDARD PHYSICAL GOL00326A1044,500$184,8600.01%
459DOW INCDOW7,827$182,9950.01%
460EXXON MOBIL CORPXOM1,507$181,3530.01%
461CANADIAN IMPERIAL BANK OF COCNDIF2,000$181,2200.01%
462THE TRADE DESK INC CL A88339J1054,763$180,8030.01%
463GE HEALTHCARE TECHNOLOGIES IGEHC2,195$180,0340.01%
464SPROTT PHYSICAL SILVER TRUSTSII7,535$178,2030.01%
465ORACLE CORPORCL-PD911$177,5640.01%
466CONOCOPHILLIPSCOP1,882$176,1740.01%
467COLGATE PALMOLIVE COCL2,229$176,1360.01%
468SCHWAB STRATEGIC TR8085243005,396$176,0140.01%
469PIPER SANDLER COMPANIESPIPR515$174,9510.01%
470ISHARES TR4642872343,167$173,2740.01%
471AXON ENTERPRISEAXON300$170,3790.01%
472ISHARES TR464287655686$168,8660.01%
473COMCAST CORP-CL ACCZ5,646$168,7590.01%
474NASDAQ INCNDAQ1,732$168,2290.01%
475MCDONALDS CORPMCD544$166,2630.01%
476MCDONALDS CORPMCD543$165,9650.01%
477MICROSOFT CORPMSFT342$165,3980.01%
478VANGUARD MID-CAP GROWTH ETF922908538590$164,6930.01%
479VANGUARD BD INDEX FDS9219378352,221$164,5100.01%
480BOSTON SCIENTIFIC CORPBSX1,711$163,1440.01%
481STATE STREET CONSUMER DIS SELE81369Y4071,356$161,9200.01%
482T-MOBILE US INCTMUSZ796$161,6200.01%
483CARNIVAL CORP ADRCUKPF5,260$160,6400.01%
484MKS INC.MKSI1,000$159,8000.01%
485BROADCOM INCAVGO450$155,7450.01%
486VISA INCV440$154,3220.01%
487ATLANTIC UNION BANKSHARES CORP04911A1074,335$153,0260.01%
488AIR PRODS & CHEMS INCAIIR612$151,1760.01%
489NETFLIX INCNFLX1,580$148,1410.01%
490CARDINAL HEALTH INCCAH720$148,0000.01%
491BASSETT FURNITURE INDUSTRIES I0702031048,780$147,1530.01%
492COLGATE PALMOLIVE COCL1,841$145,4760.01%
493PALANTIR TECHNOLOGIES INCPLTR818$145,3990.01%
494CARRIER GLOBAL CORPCARR2,743$144,9400.01%
495RBB FD INC74933W1894,386$144,2980.01%
496HONEYWELL INTL INC438516106738$143,9770.01%
497KITE REALTY GROUP TRUST REIT49803T3006,000$143,8200.01%
498PIMCO ACCESS IN/COM SHS BEN INPAXS9,350$143,0550.01%
499FRANKLIN TEMPLETON ETF TRFGDL5,752$143,0530.01%
500ISHARES TR46434V4073,300$141,4710.01%