Southeast Asset Advisors, LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$904.2B

Holdings

166

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
CAPEDOUBLELINE ETF TRUST
33,597$994.1M0.11%
2
JPMJPMORGAN CHASE & CO
4,671$984.9M0.11%
3
NVDANVIDIA CORPORATION
7,771$943.8M0.10%
4
LUMNLUMEN TECHNOLOGIES INC
129,437$919.0M0.10%
5
ABTABBOTT LABS
7,965$908.1M0.10%
6
NEENEXTERA ENERGY INC
10,440$882.5M0.10%
7
PGPROCTER & GAMBLE CO
5,070$878.1M0.10%
8
MRKMERCK & CO INC NEW
7,655$869.3M0.10%
9
CSCOCISCO SYS INC
15,631$831.9M0.09%
10
DISDISNEY WALT CO
8,068$776.0M0.09%
11
GPNGLOBAL PMTS INC
7,407$758.6M0.08%
12
VTIVANGUARD INDEX FDS
2,607$738.2M0.08%
13
KVUEKENVUE INC
31,527$729.2M0.08%
14
SONSONOCO PRODS CO
12,884$703.8M0.08%
15
CSXCSX CORP
19,854$685.6M0.08%
16
CA8ACACI INTL INC
1,330$671.1M0.07%
17
UPSUNITED PARCEL SERVICE INC
4,705$641.5M0.07%
18
SHWSHERWIN WILLIAMS CO
1,636$624.4M0.07%
19
ACNACCENTURE PLC IRELAND
1,666$589.0M0.07%
20
AMTAMERICAN TOWER CORP NEW
2,300$534.9M0.06%
21
PHPARKER-HANNIFIN CORP
836$528.2M0.06%
22
JSCPJ P MORGAN EXCHANGE TRADED F
11,085$526.8M0.06%
23
ORCLORACLE CORP
3,080$524.8M0.06%
24
TSLATESLA INC
1,977$517.2M0.06%
25
IBMINTERNATIONAL BUSINESS MACHS
2,283$504.7M0.06%
26
CMGCHIPOTLE MEXICAN GRILL INC
8,660$499.0M0.06%
27
DOLEDOLE PLC
30,527$497.3M0.05%
28
ADPAUTOMATIC DATA PROCESSING IN
1,771$490.1M0.05%
29
NDQINVESCO QQQ TR
990$483.1M0.05%
30
INTUINTUIT
777$482.5M0.05%
31
LLYLILLY ELI & CO
520$460.5M0.05%
32
PEPPEPSICO INC
2,674$454.7M0.05%
33
SYKSTRYKER CORPORATION
1,244$449.4M0.05%
34
SHYISHARES TR
5,262$437.5M0.05%
35
BXBLACKSTONE INC
2,830$433.4M0.05%
36
INTCINTEL CORP
18,436$432.5M0.05%
37
IEIISHARES TR
3,550$424.6M0.05%
38
VCSHVANGUARD SCOTTSDALE FDS
5,311$421.8M0.05%
39
TFCTRUIST FINL CORP
9,765$417.6M0.05%
40
BACBANK AMERICA CORP
10,110$401.2M0.04%
41
DGDOLLAR GEN CORP NEW
4,740$400.9M0.04%
42
UNHUNITEDHEALTH GROUP INC
669$391.0M0.04%
43
RTXRAYTHEON TECHNOLOGIES CORP
3,092$374.6M0.04%
44
NSCNORFOLK SOUTHN CORP
1,463$363.5M0.04%
45
METAMETA PLATFORMS INC
631$361.2M0.04%
46
MRVLMARVELL TECHNOLOGY INC
4,900$353.4M0.04%
47
GATXGATX CORP
2,644$350.2M0.04%
48
AMGNAMGEN INC
1,076$346.8M0.04%
49
AXPAMERICAN EXPRESS CO
1,273$345.2M0.04%
50
APHAMPHENOL CORP NEW
4,958$323.1M0.04%
51
UNPUNION PAC CORP
1,302$320.9M0.04%
52
SCHXSCHWAB STRATEGIC TR
4,674$317.1M0.04%
53
MSEXMIDDLESEX WTR CO
4,749$309.8M0.03%
54
NVSNNOVARTIS AG
2,620$301.4M0.03%
55
NUENUCOR CORP
2,000$300.7M0.03%
56
AVGOBROADCOM INC
1,713$295.6M0.03%
57
GSGISHARES S&P GSCI COMMODITY-
14,063$295.3M0.03%
58
LYBLYONDELLBASELL INDUSTRIES N
3,068$294.2M0.03%
59
KTBKONTOOR BRANDS INC
3,565$291.5M0.03%
60
DGROISHARES TR
4,571$286.6M0.03%
61
SHELSHELL PLC
4,265$281.3M0.03%
62
AMDADVANCED MICRO DEVICES INC
1,614$264.8M0.03%
63
XLKSELECT SECTOR SPDR TR
1,167$263.5M0.03%
64
SYYSYSCO CORP
3,230$252.1M0.03%
65
OGM1COGENT COMMUNICATIONS HLDGS
3,314$251.6M0.03%
66
IWFISHARES TR
646$242.5M0.03%
67
GEGE AEROSPACE
1,239$233.7M0.03%
68
CHDCHURCH & DWIGHT CO INC
2,229$233.4M0.03%
69
CBCHUBB LIMITED
786$226.7M0.03%
70
RJFRAYMOND JAMES FINL INC
1,846$226.1M0.03%
71
BLKCHFBLACKROCK INC
235$223.1M0.02%
72
CLCOLGATE PALMOLIVE CO
2,149$223.1M0.02%
73
HDVISHARES TR
1,790$210.5M0.02%
74
ALABASTERA LABS INC
4,011$210.1M0.02%
75
SSBUSDSOUTHSTATE CORPORATION
2,157$209.6M0.02%
76
DCREDOUBLELINE ETF TRUST
3,956$205.6M0.02%
77
CITCINTAS CORP
992$204.2M0.02%
78
JPIEJ P MORGAN EXCHANGE TRADED F
4,326$200.7M0.02%
79
MPTMEDICAL PPTYS TRUST INC
26,048$152.4M0.02%
80
MONROE CAP CORP
16,000$129.3M0.01%
81
AQN.TOALGONQUIN PWR UTILS CORP
15,000$81.8M0.01%
82
BRK/BBERKSHIRE HATHAWAY INC DEL
315,136$145K0.00%
83
GOOGALPHABET INC
569,984$95K0.00%
84
CNXCNX RESOURCES CORPORATION
2,412,415$78K0.00%
85
FLOFLOWERS FOODS
3,385,607$78K0.00%
86
AAPLAPPLE INC
299,074$69K0.00%
87
VOOVANGUARD INDEX FDS
51,157$26K0.00%
88
BRK-BBERKSHIRE HATHAWAY INC DEL
35$24K0.00%
89
KOCOCA COLA CO
342,211$24K0.00%
90
RSPINVESCO EXCHANGE TRADED FD T
106,040$18K0.00%
91
MSFTMICROSOFT CORP
41,089$17K0.00%
92
AFLAFLAC INC
139,268$15K0.00%
93
CVXCHEVRON CORP
79,724$11K0.00%
94
PNFPPINNACLE FINL PARTNERS INC
93,542$9K0.00%
95
XOMEXXON MOBIL CORP
70,313$8K0.00%
96
GDXVANECK VECTORS ETF TR
224,000$8K0.00%
97
TPDTEMPUR SEALY INTL INC
149,999$8K0.00%
98
GQ9SPDR GOLD TR
35,043$8K0.00%
99
XOPSPDR SER TR
54,190$7K0.00%
100
JNJJOHNSON & JOHNSON
49,243$7K0.00%
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