Southeast Asset Advisors, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$815.1M

Holdings

167

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
101
INTUINTUIT
1,037$651K0.08%
102
CSXCSX CORP
19,854$640K0.08%
103
KVUEKENVUE INC
29,937$639K0.08%
104
SONSONOCO PRODS CO
12,884$629K0.08%
105
UPSUNITED PARCEL SERVICE INC
4,705$593K0.07%
106
SHWSHERWIN WILLIAMS CO
1,732$588K0.07%
107
MRVLMARVELL TECHNOLOGY INC
5,100$563K0.07%
108
SYKSTRYKER CORPORATION
1,559$561K0.07%
109
PHPARKER-HANNIFIN CORP
836$531K0.07%
110
NDQINVESCO QQQ TR
1,030$526K0.06%
111
ADPAUTOMATIC DATA PROCESSING IN
1,798$526K0.06%
112
ORCLORACLE CORP
3,079$513K0.06%
113
ALABASTERA LABS INC
3,811$504K0.06%
114
IBMINTERNATIONAL BUSINESS MACHS
2,283$501K0.06%
115
BXBLACKSTONE INC
2,830$487K0.06%
116
BACBANK AMERICA CORP
10,113$444K0.05%
117
TFCTRUIST FINL CORP
9,765$423K0.05%
118
AMTAMERICAN TOWER CORP NEW
2,300$421K0.05%
119
VCSHVANGUARD SCOTTSDALE FDS
5,367$418K0.05%
120
DOLEDOLE PLC
30,535$413K0.05%
121
IEIISHARES TR
3,579$413K0.05%
122
PEPPEPSICO INC
2,699$410K0.05%
123
GATXGATX CORP
2,648$410K0.05%
124
AVGOBROADCOM INC
1,741$403K0.05%
125
LLYLILLY ELI & CO
520$401K0.05%
126
UNHUNITEDHEALTH GROUP INC
760$384K0.05%
127
AXPAMERICAN EXPRESS CO
1,275$378K0.05%
128
JPIEJ P MORGAN EXCHANGE TRADED F
8,195$373K0.05%
129
SHYISHARES TR
4,424$362K0.04%
130
DGDOLLAR GEN CORP NEW
4,740$359K0.04%
131
METAMETA PLATFORMS INC
614$359K0.04%
132
LUMNLUMEN TECHNOLOGIES INC
67,650$359K0.04%
133
RTXRAYTHEON TECHNOLOGIES CORP
3,092$357K0.04%
134
XLKSELECT SECTOR SPDR TR
1,467$341K0.04%
135
MAAMID-AMER APT CMNTYS INC
2,165$334K0.04%
136
NSCNORFOLK SOUTHN CORP
1,415$332K0.04%
137
AMGNAMGEN INC
1,260$328K0.04%
138
SCHXSCHWAB STRATEGIC TR
14,022$325K0.04%
139
APHAMPHENOL CORP NEW
4,449$308K0.04%
140
GSGISHARES S&P GSCI COMMODITY-
14,063$306K0.04%
141
UNPUNION PAC CORP
1,304$297K0.04%
142
RJFRAYMOND JAMES FINL INC
1,846$286K0.04%
143
DGROISHARES TR
4,571$280K0.03%
144
SHELSHELL PLC
4,380$274K0.03%
145
LOWLOWES COS INC
1,042$257K0.03%
146
OGM1COGENT COMMUNICATIONS HLDGS
3,314$255K0.03%
147
GEGE AEROSPACE
1,529$255K0.03%
148
NVSNNOVARTIS AG
2,620$254K0.03%
149
CBCHUBB LIMITED
918$253K0.03%
150
MSEXMIDDLESEX WTR CO
4,749$249K0.03%
151
BLKBLACKROCK INC
242$248K0.03%
152
SYYSYSCO CORP
3,230$246K0.03%
153
CHDCHURCH & DWIGHT CO INC
2,229$233K0.03%
154
NUENUCOR CORP
2,000$233K0.03%
155
LYBLYONDELLBASELL INDUSTRIES N
3,083$228K0.03%
156
BABOEING CO
1,277$226K0.03%
157
CITCINTAS CORP
1,192$217K0.03%
158
SSBUSDSOUTHSTATE CORPORATION
2,157$214K0.03%
159
IWFISHARES TR
525$210K0.03%
160
CMGCHIPOTLE MEXICAN GRILL INC
3,491$210K0.03%
161
OXYOCCIDENTAL PETE CORP
4,208$207K0.03%
162
DCREDOUBLELINE ETF TRUST
3,956$203K0.02%
163
HDVISHARES TR
1,790$200K0.02%
164
JOBYJOBY AVIATION INC
21,233$172K0.02%
165
MONROE CAP CORP
16,000$136K0.02%
166
MPTMEDICAL PPTYS TRUST INC
26,432$104K0.01%
167
AQN.TOALGONQUIN PWR UTILS CORP
15,000$66K0.01%
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