Asset Advisors Investment Management as of March 31, 2025
Portfolio Holdings for Asset Advisors Investment Management
Asset Advisors Investment Management holds 113 positions in its portfolio as reported in the March 2025 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 | $77M | 2.8M | 27.96 | |
| Microsoft Corporation (MSFT) | 6.9 | $66M | 174k | 375.39 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.5 | $62M | 2.9M | 21.53 | |
| Costco Wholesale Corporation (COST) | 5.2 | $49M | 52k | 945.78 | |
| Intuit (INTU) | 4.0 | $38M | 62k | 613.99 | |
| Cintas Corporation (CTAS) | 3.6 | $35M | 168k | 205.53 | |
| Select Sector Spdr Tr Technology (XLK) | 3.1 | $29M | 142k | 206.48 | |
| Wal-Mart Stores (WMT) | 2.8 | $27M | 306k | 87.79 | |
| Marriott Intl Cl A (MAR) | 2.6 | $25M | 103k | 238.20 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $24M | 76k | 312.04 | |
| Select Sector Spdr Tr Communication (XLC) | 2.4 | $22M | 232k | 96.45 | |
| Amazon (AMZN) | 2.3 | $22M | 114k | 190.26 | |
| Paychex (PAYX) | 2.3 | $21M | 139k | 154.28 | |
| Select Sector Spdr Tr Financial (XLF) | 2.2 | $21M | 414k | 49.81 | |
| Church & Dwight (CHD) | 2.1 | $20M | 185k | 110.09 | |
| Abbvie (ABBV) | 2.1 | $20M | 95k | 209.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $20M | 126k | 154.64 | |
| Chubb (CB) | 2.0 | $19M | 63k | 301.99 | |
| Coca-Cola Company (KO) | 1.8 | $18M | 245k | 71.62 | |
| Dover Corporation (DOV) | 1.8 | $18M | 100k | 175.68 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $15M | 104k | 146.01 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $15M | 162k | 93.66 | |
| Abbott Laboratories (ABT) | 1.6 | $15M | 111k | 132.65 | |
| American Water Works (AWK) | 1.5 | $14M | 96k | 147.52 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $13M | 165k | 78.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $12M | 23k | 532.58 | |
| Ameriprise Financial (AMP) | 1.2 | $11M | 24k | 484.11 | |
| Amgen (AMGN) | 1.1 | $11M | 35k | 311.55 | |
| Johnson & Johnson (JNJ) | 1.1 | $11M | 65k | 165.84 | |
| Sherwin-Williams Company (SHW) | 1.0 | $9.7M | 28k | 349.19 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $9.0M | 52k | 170.89 | |
| Ishares Tr Select Divid Etf (DVY) | 0.9 | $8.8M | 65k | 134.29 | |
| NVIDIA Corporation (NVDA) | 0.9 | $8.8M | 81k | 108.38 | |
| Procter & Gamble Company (PG) | 0.9 | $8.5M | 50k | 170.42 | |
| AutoZone (AZO) | 0.8 | $7.9M | 2.1k | 3812.78 | |
| Apple (AAPL) | 0.8 | $7.9M | 36k | 222.13 | |
| Waste Management (WM) | 0.8 | $7.7M | 33k | 231.51 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.8 | $7.3M | 324k | 22.42 | |
| Home Depot (HD) | 0.7 | $7.1M | 19k | 366.49 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.7 | $6.8M | 297k | 22.94 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $6.3M | 32k | 197.46 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.7 | $6.2M | 280k | 22.25 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 0.6 | $6.0M | 237k | 25.38 | |
| Blackrock (BLK) | 0.6 | $5.7M | 6.0k | 946.48 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $5.4M | 11k | 497.60 | |
| Deere & Company (DE) | 0.5 | $5.1M | 11k | 469.35 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.5 | $4.8M | 206k | 23.37 | |
| Merck & Co (MRK) | 0.5 | $4.3M | 48k | 89.76 | |
| Netflix (NFLX) | 0.4 | $4.3M | 4.6k | 932.53 | |
| T. Rowe Price (TROW) | 0.4 | $4.2M | 45k | 91.87 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.3 | $3.1M | 23k | 136.10 | |
| TJX Companies (TJX) | 0.3 | $2.9M | 24k | 121.80 | |
| Nextera Energy (NEE) | 0.3 | $2.8M | 39k | 70.89 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.5M | 31k | 81.67 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.4M | 92k | 26.20 | |
| McDonald's Corporation (MCD) | 0.2 | $2.3M | 7.2k | 312.37 | |
| Mid-America Apartment (MAA) | 0.2 | $2.2M | 13k | 167.58 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.1M | 15k | 142.22 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | 7.6k | 245.30 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 3.3k | 559.39 | |
| Rollins (ROL) | 0.2 | $1.8M | 34k | 54.03 | |
| Atmos Energy Corporation (ATO) | 0.2 | $1.8M | 12k | 154.58 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.7M | 3.4k | 495.27 | |
| Walt Disney Company (DIS) | 0.2 | $1.7M | 17k | 98.70 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.7M | 3.2k | 513.91 | |
| Fortinet (FTNT) | 0.2 | $1.7M | 17k | 96.26 | |
| S&p Global (SPGI) | 0.2 | $1.7M | 3.3k | 508.10 | |
| Automatic Data Processing (ADP) | 0.2 | $1.6M | 5.4k | 305.53 | |
| Southern Company (SO) | 0.2 | $1.6M | 17k | 91.95 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.5M | 19k | 78.85 | |
| Philip Morris International (PM) | 0.1 | $1.3M | 8.3k | 158.73 | |
| Pepsi (PEP) | 0.1 | $1.3M | 8.6k | 149.94 | |
| Hershey Company (HSY) | 0.1 | $1.2M | 7.2k | 171.03 | |
| Verizon Communications (VZ) | 0.1 | $1.2M | 27k | 45.36 | |
| Emerson Electric (EMR) | 0.1 | $987k | 9.0k | 109.64 | |
| UnitedHealth (UNH) | 0.1 | $963k | 1.8k | 523.75 | |
| First Community Corporation (FCCO) | 0.1 | $902k | 40k | 22.56 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $859k | 3.1k | 274.84 | |
| FedEx Corporation (FDX) | 0.1 | $762k | 3.1k | 243.78 | |
| International Business Machines (IBM) | 0.1 | $617k | 2.5k | 248.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $601k | 3.8k | 156.23 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $570k | 4.7k | 121.97 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $558k | 2.3k | 247.55 | |
| 3M Company (MMM) | 0.1 | $499k | 3.4k | 146.86 | |
| Chevron Corporation (CVX) | 0.1 | $487k | 2.9k | 167.29 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $464k | 16k | 29.82 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $440k | 3.7k | 118.93 | |
| Shell Spon Ads (SHEL) | 0.0 | $440k | 6.0k | 73.28 | |
| Royal Gold (RGLD) | 0.0 | $409k | 2.5k | 163.51 | |
| American Express Company (AXP) | 0.0 | $404k | 1.5k | 269.05 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $394k | 2.5k | 160.23 | |
| Servicenow (NOW) | 0.0 | $390k | 490.00 | 796.14 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $384k | 1.0k | 383.53 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $375k | 1.3k | 288.14 | |
| Honeywell International (HON) | 0.0 | $370k | 1.7k | 211.75 | |
| Genuine Parts Company (GPC) | 0.0 | $357k | 3.0k | 119.14 | |
| Corteva (CTVA) | 0.0 | $338k | 5.4k | 62.93 | |
| Xylem (XYL) | 0.0 | $306k | 2.6k | 119.46 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $302k | 8.9k | 33.94 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $275k | 490.00 | 561.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $273k | 4.0k | 67.85 | |
| Bank of America Corporation (BAC) | 0.0 | $273k | 6.5k | 41.73 | |
| Visa Com Cl A (V) | 0.0 | $272k | 777.00 | 350.46 | |
| Colgate-Palmolive Company (CL) | 0.0 | $250k | 2.7k | 93.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $240k | 511.00 | 468.92 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $240k | 1.3k | 179.70 | |
| Phillips 66 (PSX) | 0.0 | $228k | 1.8k | 123.48 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $220k | 1.6k | 139.78 | |
| Boeing Dep Conv Pfd A (BA.PA) | 0.0 | $215k | 3.6k | 59.83 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $207k | 8.6k | 24.06 | |
| Lowe's Companies (LOW) | 0.0 | $203k | 870.00 | 233.23 | |
| American Airls (AAL) | 0.0 | $157k | 15k | 10.55 | |
| Trx Gold Corporation (TRX) | 0.0 | $9.3k | 30k | 0.31 |