Southeast Asset Advisors, LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$904.2M

Holdings

166

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
CAPEDOUBLELINE ETF TRUST
33,597$994K0.11%
2
JPMJPMORGAN CHASE & CO
4,671$984K0.11%
3
NVDANVIDIA CORPORATION
7,771$943K0.10%
4
LUMNLUMEN TECHNOLOGIES INC
129,437$919K0.10%
5
ABTABBOTT LABS
7,965$908K0.10%
6
NEENEXTERA ENERGY INC
10,440$882K0.10%
7
PGPROCTER & GAMBLE CO
5,070$878K0.10%
8
MRKMERCK & CO INC NEW
7,655$869K0.10%
9
CSCOCISCO SYS INC
15,631$831K0.09%
10
DISDISNEY WALT CO
8,068$776K0.09%
11
GPNGLOBAL PMTS INC
7,407$758K0.08%
12
VTIVANGUARD INDEX FDS
2,607$738K0.08%
13
KVUEKENVUE INC
31,527$729K0.08%
14
SONSONOCO PRODS CO
12,884$703K0.08%
15
CSXCSX CORP
19,854$685K0.08%
16
CA8ACACI INTL INC
1,330$671K0.07%
17
UPSUNITED PARCEL SERVICE INC
4,705$641K0.07%
18
SHWSHERWIN WILLIAMS CO
1,636$624K0.07%
19
ACNACCENTURE PLC IRELAND
1,666$589K0.07%
20
AMTAMERICAN TOWER CORP NEW
2,300$534K0.06%
21
PHPARKER-HANNIFIN CORP
836$528K0.06%
22
JSCPJ P MORGAN EXCHANGE TRADED F
11,085$526K0.06%
23
ORCLORACLE CORP
3,080$524K0.06%
24
TSLATESLA INC
1,977$517K0.06%
25
IBMINTERNATIONAL BUSINESS MACHS
2,283$504K0.06%
26
CMGCHIPOTLE MEXICAN GRILL INC
8,660$498K0.06%
27
DOLEDOLE PLC
30,527$497K0.05%
28
ADPAUTOMATIC DATA PROCESSING IN
1,771$490K0.05%
29
NDQINVESCO QQQ TR
990$483K0.05%
30
INTUINTUIT
777$482K0.05%
31
LLYLILLY ELI & CO
520$460K0.05%
32
PEPPEPSICO INC
2,674$454K0.05%
33
SYKSTRYKER CORPORATION
1,244$449K0.05%
34
SHYISHARES TR
5,262$437K0.05%
35
BXBLACKSTONE INC
2,830$433K0.05%
36
INTCINTEL CORP
18,436$432K0.05%
37
IEIISHARES TR
3,550$424K0.05%
38
VCSHVANGUARD SCOTTSDALE FDS
5,311$421K0.05%
39
TFCTRUIST FINL CORP
9,765$417K0.05%
40
BACBANK AMERICA CORP
10,110$401K0.04%
41
DGDOLLAR GEN CORP NEW
4,740$400K0.04%
42
UNHUNITEDHEALTH GROUP INC
669$391K0.04%
43
RTXRAYTHEON TECHNOLOGIES CORP
3,092$374K0.04%
44
NSCNORFOLK SOUTHN CORP
1,463$363K0.04%
45
METAMETA PLATFORMS INC
631$361K0.04%
46
MRVLMARVELL TECHNOLOGY INC
4,900$353K0.04%
47
GATXGATX CORP
2,644$350K0.04%
48
AMGNAMGEN INC
1,076$346K0.04%
49
AXPAMERICAN EXPRESS CO
1,273$345K0.04%
50
APHAMPHENOL CORP NEW
4,958$323K0.04%
51
UNPUNION PAC CORP
1,302$320K0.04%
52
SCHXSCHWAB STRATEGIC TR
4,674$317K0.04%
53
MSEXMIDDLESEX WTR CO
4,749$309K0.03%
54
NVSNNOVARTIS AG
2,620$301K0.03%
55
NUENUCOR CORP
2,000$300K0.03%
56
GSGISHARES S&P GSCI COMMODITY-
14,063$295K0.03%
57
AVGOBROADCOM INC
1,713$295K0.03%
58
LYBLYONDELLBASELL INDUSTRIES N
3,068$294K0.03%
59
KTBKONTOOR BRANDS INC
3,565$291K0.03%
60
DGROISHARES TR
4,571$286K0.03%
61
SHELSHELL PLC
4,265$281K0.03%
62
AMDADVANCED MICRO DEVICES INC
1,614$264K0.03%
63
XLKSELECT SECTOR SPDR TR
1,167$263K0.03%
64
SYYSYSCO CORP
3,230$252K0.03%
65
OGM1COGENT COMMUNICATIONS HLDGS
3,314$251K0.03%
66
IWFISHARES TR
646$242K0.03%
67
GEGE AEROSPACE
1,239$233K0.03%
68
CHDCHURCH & DWIGHT CO INC
2,229$233K0.03%
69
CBCHUBB LIMITED
786$226K0.02%
70
RJFRAYMOND JAMES FINL INC
1,846$226K0.02%
71
CLCOLGATE PALMOLIVE CO
2,149$223K0.02%
72
BLKCHFBLACKROCK INC
235$223K0.02%
73
ALABASTERA LABS INC
4,011$210K0.02%
74
HDVISHARES TR
1,790$210K0.02%
75
SSBUSDSOUTHSTATE CORPORATION
2,157$209K0.02%
76
DCREDOUBLELINE ETF TRUST
3,956$205K0.02%
77
CITCINTAS CORP
992$204K0.02%
78
JPIEJ P MORGAN EXCHANGE TRADED F
4,326$200K0.02%
79
MPTMEDICAL PPTYS TRUST INC
26,048$152K0.02%
80
MONROE CAP CORP
16,000$129K0.01%
81
AQN.TOALGONQUIN PWR UTILS CORP
15,000$81K0.01%
82
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,560$00.00%
83
TDYTELEDYNE TECHNOLOGIES INC
6,686$00.00%
84
CVXCHEVRON CORP
79,724$00.00%
85
WMTWALMART INC
17,680$00.00%
86
BRK/BBERKSHIRE HATHAWAY INC DEL
315,136$00.00%
87
VIGVANGUARD SPECIALIZED PORTFOL
11,538$00.00%
88
BROBROWN & BROWN INC
55,596$00.00%
89
PFEPFIZER INC
46,781$00.00%
90
IAU*ISHARES GOLD TR
115,540$00.00%
91
MLMMARTIN MARIETTA MATLS INC
10,942$00.00%
92
AMZNAMAZON COM INC
20,611$00.00%
93
VVISA INC
10,145$00.00%
94
DWLDDAVIS FUNDAMENTAL ETF TR
94,110$00.00%
95
JEPIJ P MORGAN EXCHANGE TRADED F
89,168$00.00%
96
PTCPTC INC
6,887$00.00%
97
TECHBIO-TECHNE CORP
19,640$00.00%
98
TTCTORO CO
32,974$00.00%
99
VIKVIKING HOLDINGS LTD
102,456$00.00%
100
PKNREVVITY
19,348$00.00%
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