Asset Advisors Investment Management as of Sept. 30, 2024
Portfolio Holdings for Asset Advisors Investment Management
Asset Advisors Investment Management holds 106 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 8.7 | $83M | 986k | 84.53 | |
| Microsoft Corporation (MSFT) | 8.2 | $79M | 184k | 430.30 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.7 | $64M | 965k | 66.52 | |
| Costco Wholesale Corporation (COST) | 5.2 | $50M | 56k | 886.52 | |
| Intuit (INTU) | 4.1 | $39M | 63k | 621.00 | |
| Cintas Corporation (CTAS) | 3.7 | $36M | 174k | 205.88 | |
| Select Sector Spdr Tr Technology (XLK) | 3.4 | $33M | 144k | 225.76 | |
| Marriott Intl Cl A (MAR) | 2.7 | $26M | 105k | 248.60 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.7 | $26M | 74k | 353.48 | |
| Wal-Mart Stores (WMT) | 2.7 | $26M | 316k | 80.75 | |
| Amazon (AMZN) | 2.3 | $22M | 117k | 186.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $21M | 126k | 165.85 | |
| Church & Dwight (CHD) | 2.1 | $20M | 193k | 104.72 | |
| Abbvie (ABBV) | 2.0 | $19M | 97k | 197.48 | |
| Select Sector Spdr Tr Communication (XLC) | 2.0 | $19M | 211k | 90.40 | |
| Dover Corporation (DOV) | 2.0 | $19M | 99k | 191.74 | |
| Paychex (PAYX) | 2.0 | $19M | 141k | 134.19 | |
| Chubb (CB) | 1.9 | $19M | 64k | 288.39 | |
| Johnson & Johnson (JNJ) | 1.9 | $18M | 110k | 162.06 | |
| Coca-Cola Company (KO) | 1.8 | $18M | 248k | 71.86 | |
| Select Sector Spdr Tr Financial (XLF) | 1.8 | $17M | 383k | 45.32 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.5 | $15M | 95k | 154.02 | |
| American Water Works (AWK) | 1.5 | $15M | 99k | 146.24 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.4 | $13M | 146k | 91.31 | |
| Abbott Laboratories (ABT) | 1.3 | $12M | 109k | 114.01 | |
| Amgen (AMGN) | 1.2 | $12M | 36k | 322.21 | |
| Ameriprise Financial (AMP) | 1.1 | $11M | 23k | 469.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $11M | 24k | 460.26 | |
| Sherwin-Williams Company (SHW) | 1.1 | $11M | 28k | 381.67 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $11M | 166k | 64.81 | |
| Ishares Tr Select Divid Etf (DVY) | 1.1 | $10M | 75k | 135.07 | |
| NVIDIA Corporation (NVDA) | 1.0 | $9.9M | 82k | 121.44 | |
| Procter & Gamble Company (PG) | 0.9 | $8.8M | 51k | 173.20 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $8.6M | 48k | 179.30 | |
| Apple (AAPL) | 0.9 | $8.3M | 36k | 233.00 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $7.8M | 13k | 618.57 | |
| Merck & Co (MRK) | 0.8 | $7.4M | 65k | 113.56 | |
| Home Depot (HD) | 0.8 | $7.3M | 18k | 405.20 | |
| Waste Management (WM) | 0.7 | $6.8M | 33k | 207.60 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 0.7 | $6.5M | 250k | 26.17 | |
| BlackRock | 0.6 | $5.7M | 6.0k | 949.51 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $5.6M | 28k | 200.37 | |
| T. Rowe Price (TROW) | 0.6 | $5.4M | 50k | 108.93 | |
| AutoZone (AZO) | 0.5 | $5.3M | 1.7k | 3150.04 | |
| Deere & Company (DE) | 0.5 | $4.7M | 11k | 417.33 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.4 | $3.5M | 152k | 23.07 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.3 | $3.3M | 24k | 139.59 | |
| Nextera Energy (NEE) | 0.3 | $3.3M | 39k | 84.53 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.0M | 36k | 83.09 | |
| TJX Companies (TJX) | 0.3 | $2.8M | 24k | 117.54 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.3 | $2.8M | 118k | 23.42 | |
| Xylem (XYL) | 0.3 | $2.5M | 19k | 135.03 | |
| Mid-America Apartment (MAA) | 0.3 | $2.5M | 16k | 158.90 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.5M | 30k | 83.00 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.4M | 4.5k | 527.70 | |
| Ishares Tr Ibonds 24 Trm Ts | 0.2 | $2.4M | 98k | 24.00 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.3M | 16k | 142.28 | |
| McDonald's Corporation (MCD) | 0.2 | $2.2M | 7.4k | 304.51 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.2M | 3.8k | 573.76 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $2.0M | 88k | 22.64 | |
| Walt Disney Company (DIS) | 0.2 | $1.9M | 19k | 96.19 | |
| Pepsi (PEP) | 0.2 | $1.6M | 9.5k | 170.05 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | 7.5k | 210.86 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | 5.1k | 283.17 | |
| Automatic Data Processing (ADP) | 0.1 | $1.4M | 5.2k | 276.73 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.4M | 18k | 80.78 | |
| Hershey Company (HSY) | 0.1 | $1.4M | 7.2k | 191.78 | |
| Southern Company (SO) | 0.1 | $1.4M | 15k | 90.18 | |
| Atmos Energy Corporation (ATO) | 0.1 | $1.3M | 9.5k | 138.71 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $1.3M | 27k | 49.20 | |
| UnitedHealth (UNH) | 0.1 | $1.1M | 1.9k | 584.68 | |
| FedEx Corporation (FDX) | 0.1 | $1.0M | 3.8k | 273.68 | |
| Philip Morris International (PM) | 0.1 | $1.0M | 8.3k | 121.40 | |
| Emerson Electric (EMR) | 0.1 | $984k | 9.0k | 109.37 | |
| Verizon Communications (VZ) | 0.1 | $899k | 20k | 44.91 | |
| First Community Corporation (FCCO) | 0.1 | $857k | 40k | 21.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $663k | 4.0k | 167.19 | |
| International Business Machines (IBM) | 0.1 | $637k | 2.9k | 221.08 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $611k | 2.4k | 260.07 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $582k | 5.0k | 115.30 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $518k | 1.0k | 517.78 | |
| 3M Company (MMM) | 0.0 | $465k | 3.4k | 136.70 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $445k | 3.8k | 117.22 | |
| Servicenow (NOW) | 0.0 | $438k | 490.00 | 894.39 | |
| Genuine Parts Company (GPC) | 0.0 | $419k | 3.0k | 139.68 | |
| Chevron Corporation (CVX) | 0.0 | $412k | 2.8k | 147.27 | |
| American Express Company (AXP) | 0.0 | $407k | 1.5k | 271.20 | |
| Shell Spon Ads (SHEL) | 0.0 | $396k | 6.0k | 65.95 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $391k | 16k | 25.13 | |
| Honeywell International (HON) | 0.0 | $361k | 1.7k | 206.71 | |
| Royal Gold (RGLD) | 0.0 | $351k | 2.5k | 140.30 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $332k | 4.5k | 73.67 | |
| Corteva (CTVA) | 0.0 | $320k | 5.4k | 58.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $316k | 1.3k | 243.06 | |
| Pfizer (PFE) | 0.0 | $304k | 11k | 28.94 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $302k | 1.5k | 206.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $283k | 490.00 | 576.82 | |
| Colgate-Palmolive Company (CL) | 0.0 | $277k | 2.7k | 103.81 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $249k | 511.00 | 488.07 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $240k | 1.6k | 153.13 | |
| Bank of America Corporation (BAC) | 0.0 | $238k | 6.0k | 39.68 | |
| Lowe's Companies (LOW) | 0.0 | $236k | 870.00 | 270.85 | |
| Phillips 66 (PSX) | 0.0 | $230k | 1.8k | 131.45 | |
| Rollins (ROL) | 0.0 | $228k | 4.5k | 50.58 | |
| Visa Com Cl A (V) | 0.0 | $214k | 777.00 | 274.95 | |
| Trx Gold Corporation (TRX) | 0.0 | $12k | 30k | 0.39 |