Asset Advisors Investment Management as of Dec. 31, 2024
Portfolio Holdings for Asset Advisors Investment Management
Asset Advisors Investment Management holds 107 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 8.1 | $78M | 2.8M | 27.32 | |
| Microsoft Corporation (MSFT) | 7.9 | $76M | 180k | 421.50 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.8 | $65M | 2.9M | 22.70 | |
| Costco Wholesale Corporation (COST) | 5.1 | $49M | 53k | 916.27 | |
| Intuit (INTU) | 4.1 | $39M | 63k | 628.50 | |
| Select Sector Spdr Tr Technology (XLK) | 3.5 | $33M | 144k | 232.52 | |
| Cintas Corporation (CTAS) | 3.2 | $31M | 169k | 182.70 | |
| Marriott Intl Cl A (MAR) | 3.1 | $29M | 105k | 278.94 | |
| Wal-Mart Stores (WMT) | 2.9 | $28M | 306k | 90.35 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.7 | $26M | 73k | 351.79 | |
| Amazon (AMZN) | 2.6 | $25M | 116k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $24M | 128k | 189.30 | |
| Select Sector Spdr Tr Communication (XLC) | 2.3 | $22M | 223k | 96.81 | |
| Paychex (PAYX) | 2.1 | $20M | 141k | 140.22 | |
| Select Sector Spdr Tr Financial (XLF) | 2.0 | $20M | 404k | 48.33 | |
| Church & Dwight (CHD) | 2.0 | $20M | 186k | 104.71 | |
| Dover Corporation (DOV) | 2.0 | $19M | 100k | 187.60 | |
| Chubb (CB) | 1.8 | $17M | 63k | 276.30 | |
| Abbvie (ABBV) | 1.8 | $17M | 95k | 177.70 | |
| Johnson & Johnson (JNJ) | 1.6 | $15M | 106k | 144.62 | |
| Coca-Cola Company (KO) | 1.6 | $15M | 246k | 62.26 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $14M | 101k | 137.57 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.4 | $14M | 153k | 88.79 | |
| Ameriprise Financial (AMP) | 1.3 | $13M | 24k | 532.43 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $12M | 166k | 74.01 | |
| American Water Works (AWK) | 1.3 | $12M | 98k | 124.49 | |
| Abbott Laboratories (ABT) | 1.3 | $12M | 108k | 113.11 | |
| NVIDIA Corporation (NVDA) | 1.1 | $11M | 82k | 134.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $11M | 23k | 453.28 | |
| Sherwin-Williams Company (SHW) | 1.0 | $9.5M | 28k | 339.93 | |
| Ishares Tr Select Divid Etf (DVY) | 1.0 | $9.4M | 72k | 131.29 | |
| Amgen (AMGN) | 1.0 | $9.2M | 35k | 260.64 | |
| Apple (AAPL) | 0.9 | $9.0M | 36k | 250.42 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $8.9M | 50k | 178.08 | |
| Procter & Gamble Company (PG) | 0.9 | $8.5M | 51k | 167.65 | |
| Home Depot (HD) | 0.8 | $7.5M | 19k | 388.99 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $7.1M | 32k | 224.35 | |
| Waste Management (WM) | 0.7 | $6.7M | 33k | 201.79 | |
| Blackrock (BLK) | 0.6 | $6.1M | 6.0k | 1025.11 | |
| AutoZone (AZO) | 0.6 | $5.9M | 1.9k | 3202.00 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $5.8M | 11k | 520.23 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 0.6 | $5.6M | 244k | 23.12 | |
| Merck & Co (MRK) | 0.6 | $5.6M | 57k | 99.48 | |
| T. Rowe Price (TROW) | 0.6 | $5.5M | 49k | 113.09 | |
| Deere & Company (DE) | 0.5 | $4.7M | 11k | 423.70 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.4 | $4.2M | 188k | 22.20 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.4 | $4.0M | 174k | 22.81 | |
| Netflix (NFLX) | 0.4 | $3.7M | 4.1k | 891.32 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.4 | $3.4M | 24k | 143.09 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.3 | $2.9M | 123k | 23.32 | |
| TJX Companies (TJX) | 0.3 | $2.9M | 24k | 120.81 | |
| Nextera Energy (NEE) | 0.3 | $2.8M | 40k | 71.69 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.8M | 101k | 27.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.4M | 4.5k | 538.84 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.3M | 30k | 78.61 | |
| McDonald's Corporation (MCD) | 0.2 | $2.1M | 7.2k | 289.89 | |
| Xylem (XYL) | 0.2 | $2.1M | 18k | 116.02 | |
| Walt Disney Company (DIS) | 0.2 | $2.1M | 19k | 111.35 | |
| Mid-America Apartment (MAA) | 0.2 | $2.1M | 13k | 154.57 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.1M | 16k | 131.04 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.0M | 3.4k | 586.08 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | 7.6k | 239.71 | |
| Automatic Data Processing (ADP) | 0.2 | $1.5M | 5.2k | 292.73 | |
| Atmos Energy Corporation (ATO) | 0.2 | $1.5M | 11k | 139.27 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.5M | 5.2k | 289.82 | |
| Pepsi (PEP) | 0.1 | $1.4M | 9.2k | 152.06 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $1.4M | 63k | 21.90 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.4M | 18k | 75.69 | |
| Southern Company (SO) | 0.1 | $1.3M | 16k | 82.32 | |
| Hershey Company (HSY) | 0.1 | $1.2M | 7.2k | 169.35 | |
| Emerson Electric (EMR) | 0.1 | $1.1M | 9.0k | 123.93 | |
| FedEx Corporation (FDX) | 0.1 | $1.1M | 3.8k | 281.33 | |
| Verizon Communications (VZ) | 0.1 | $1.0M | 26k | 39.99 | |
| Philip Morris International (PM) | 0.1 | $999k | 8.3k | 120.35 | |
| Rollins (ROL) | 0.1 | $996k | 22k | 46.35 | |
| First Community Corporation (FCCO) | 0.1 | $960k | 40k | 24.00 | |
| UnitedHealth (UNH) | 0.1 | $942k | 1.9k | 505.86 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $763k | 20k | 37.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $733k | 3.8k | 190.44 | |
| Fortinet (FTNT) | 0.1 | $651k | 6.9k | 94.48 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $598k | 2.4k | 254.39 | |
| International Business Machines (IBM) | 0.1 | $546k | 2.5k | 219.83 | |
| American Airls (AAL) | 0.1 | $541k | 31k | 17.43 | |
| Servicenow (NOW) | 0.1 | $520k | 490.00 | 1060.12 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $504k | 4.7k | 107.74 | |
| American Express Company (AXP) | 0.0 | $445k | 1.5k | 296.79 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $445k | 1.0k | 444.68 | |
| 3M Company (MMM) | 0.0 | $439k | 3.4k | 129.09 | |
| Chevron Corporation (CVX) | 0.0 | $405k | 2.8k | 144.84 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $398k | 3.7k | 107.57 | |
| Honeywell International (HON) | 0.0 | $394k | 1.7k | 225.89 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $390k | 16k | 25.05 | |
| Shell Spon Ads (SHEL) | 0.0 | $376k | 6.0k | 62.65 | |
| Genuine Parts Company (GPC) | 0.0 | $350k | 3.0k | 116.76 | |
| Royal Gold (RGLD) | 0.0 | $330k | 2.5k | 131.85 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $315k | 1.3k | 242.13 | |
| Corteva (CTVA) | 0.0 | $303k | 5.3k | 56.96 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $289k | 490.00 | 588.68 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $271k | 1.6k | 172.42 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $264k | 1.4k | 187.51 | |
| Bank of America Corporation (BAC) | 0.0 | $264k | 6.0k | 43.95 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $261k | 511.00 | 511.23 | |
| Visa Com Cl A (V) | 0.0 | $246k | 777.00 | 316.04 | |
| Colgate-Palmolive Company (CL) | 0.0 | $243k | 2.7k | 90.91 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $240k | 4.0k | 59.73 | |
| Lowe's Companies (LOW) | 0.0 | $215k | 870.00 | 246.80 | |
| Trx Gold Corporation (TRX) | 0.0 | $9.2k | 30k | 0.31 |