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Asset Advisors Investment Management, LLC

Q3 2024 · 13F-HR

Asset Advisors Investment Management, LLCholdings as filed

Filed 2024-11-26 · accession 0001376474-24-000720

$961.4M
Reported value
106
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$83.4M8.67%986,118CommonNONE
594918104MSFTMICROSOFT CORP$79.1M8.23%183,781CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$64.2M6.68%965,092CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$49.8M5.18%56,178CommonNONE
461202103INTUINTUIT$39.2M4.08%63,181CommonNONE
172908105CTASCINTAS CORP$35.8M3.72%173,748CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$32.6M3.39%144,323CommonNONE
571903202MARMARRIOTT INTL INC NEW$26.2M2.73%105,429CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$26.1M2.71%73,844CommonNONE
931142103WMTWALMART INC$25.5M2.65%315,947CommonNONE
023135106AMZNAMAZON COM INC$21.8M2.26%116,869CommonNONE
02079K305GOOGLALPHABET INC$20.9M2.18%126,306CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$20.2M2.10%192,912CommonNONE
00287Y109ABBVABBVIE INC$19.2M2.00%97,323CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$19.1M1.98%210,815CommonNONE
260003108DOVDOVER CORP$19.0M1.98%99,079CommonNONE
704326107PAYXPAYCHEX INC$18.9M1.97%140,926CommonNONE
H1467J104CBCHUBB LIMITED$18.5M1.92%63,979CommonNONE
478160104JNJJOHNSON & JOHNSON$17.8M1.85%109,932CommonNONE
191216100KOCOCA COLA CO$17.8M1.85%247,504CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$17.4M1.81%383,291CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$14.7M1.52%95,124CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$14.5M1.50%98,937CommonNONE
46429B697USMVISHARES TR$13.3M1.39%146,127CommonNONE
002824100ABTABBOTT LABS$12.4M1.29%108,490CommonNONE
031162100AMGNAMGEN INC$11.6M1.20%35,934CommonNONE
03076C106AMPAMERIPRISE FINL INC$11.0M1.14%23,377CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.9M1.13%23,600CommonNONE
824348106SHWSHERWIN WILLIAMS CO$10.8M1.12%28,278CommonNONE
808513105SCHWSCHWAB CHARLES CORP$10.8M1.12%166,207CommonNONE
464287168DVYISHARES TR$10.2M1.06%75,308CommonNONE
67066G104NVDANVIDIA CORPORATION$9.9M1.03%81,453CommonNONE
742718109PGPROCTER AND GAMBLE CO$8.8M0.92%50,887CommonNONE
46432F339QUALISHARES TR$8.6M0.89%47,827CommonNONE
037833100AAPLAPPLE INC$8.3M0.87%35,748CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.8M0.81%12,556CommonNONE
58933Y105MRKMERCK & CO INC$7.4M0.77%64,846CommonNONE
437076102HDHOME DEPOT INC$7.3M0.76%17,990CommonNONE
94106L109WMWASTE MGMT INC DEL$6.8M0.71%32,716CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$6.5M0.68%249,734CommonNONE
09247X101BLKCHFBLACKROCK INC$5.7M0.60%6,035CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$5.6M0.58%27,938CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$5.4M0.57%49,975CommonNONE
053332102AZOAUTOZONE INC$5.3M0.55%1,678CommonNONE
244199105DEDEERE & CO$4.7M0.49%11,306CommonNONE
46436E858IBTGISHARES TR$3.5M0.36%151,643CommonNONE
464287846IYYISHARES TR$3.3M0.35%23,884CommonNONE
65339F101NEENEXTERA ENERGY INC$3.3M0.34%39,152CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.0M0.31%36,035CommonNONE
872540109TJXTJX COS INC NEW$2.8M0.29%23,630CommonNONE
46436E866ISHARES TR$2.8M0.29%118,401CommonNONE
98419M100XYLXYLEM INC$2.5M0.26%18,455CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$2.5M0.26%15,625CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.5M0.26%29,680CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M0.25%4,479CommonNONE
46436E874IBTEISHARES TR$2.4M0.25%98,290CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.3M0.24%15,905CommonNONE
580135101MCDMCDONALDS CORP$2.2M0.23%7,373CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.2M0.22%3,758CommonNONE
46436E841IBTHISHARES TR$2.0M0.21%87,950CommonNONE
254687106DISDISNEY WALT CO$1.9M0.19%19,235CommonNONE
713448108PEPPEPSICO INC$1.6M0.17%9,455CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.16%7,457CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M0.15%5,079CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.15%5,167CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.15%17,551CommonNONE
427866108HSYHERSHEY CO$1.4M0.14%7,200CommonNONE
842587107SOSOUTHERN CO$1.4M0.14%15,239CommonNONE
049560105ATOATMOS ENERGY CORP$1.3M0.14%9,481CommonNONE
115637209BF/BBROWN FORMAN CORP$1.3M0.14%26,612CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.11%1,863CommonNONE
31428X106FDXFEDEX CORP$1.0M0.11%3,750CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.0M0.10%8,300CommonNONE
291011104EMREMERSON ELEC CO$984,3300.10%9,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$898,5140.09%20,007CommonNONE
319835104FCCOFIRST CMNTY CORP S C$857,2680.09%39,985CommonNONE
02079K107GOOGALPHABET INC$663,2430.07%3,967CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$637,3740.07%2,883CommonNONE
92204A603VISVANGUARD WORLD FD$611,1650.06%2,350CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$581,5730.06%5,044CommonNONE
00724F101ADBEADOBE INC$517,7800.05%1,000CommonNONE
88579Y101MMM3M CO$464,7800.05%3,400CommonNONE
30231G102XOMEXXON MOBIL CORP$445,4360.05%3,800CommonNONE
81762P102NOWSERVICENOW INC$438,2510.05%490CommonNONE
372460105GPCGENUINE PARTS CO$419,0400.04%3,000CommonNONE
166764100CVXCHEVRON CORP NEW$412,2090.04%2,799CommonNONE
025816109AXPAMERICAN EXPRESS CO$406,8000.04%1,500CommonNONE
780259305SHELSHELL PLC$395,7000.04%6,000CommonNONE
00326A104SGOLETFS GOLD TR$391,4000.04%15,575CommonNONE
438516106HONHONEYWELL INTL INC$360,7090.04%1,745CommonNONE
780287108RGLDROYAL GOLD INC$350,7500.04%2,500CommonNONE
609207105MDLZMONDELEZ INTL INC$331,8100.03%4,504CommonNONE
22052L104CTVACORTEVA INC$320,2880.03%5,448CommonNONE
78463V107GLDSPDR GOLD TR$315,9780.03%1,300CommonNONE
717081103PFEPFIZER INC$303,9280.03%10,502CommonNONE
882508104TXNTEXAS INSTRS INC$301,5920.03%1,460CommonNONE
464287200IVVISHARES TR$282,6420.03%490CommonNONE
194162103CLCOLGATE PALMOLIVE CO$277,1730.03%2,670CommonNONE
46090E103QQQINVESCO QQQ TR$249,4040.03%511CommonNONE
09260D107BXBLACKSTONE INC$240,4140.03%1,570CommonNONE
060505104BACBANK AMERICA CORP$238,1200.02%6,001CommonNONE
548661107LOWLOWES COS INC$235,6400.02%870CommonNONE
718546104PSXPHILLIPS 66$230,0380.02%1,750CommonNONE
775711104ROLROLLINS INC$228,1160.02%4,510CommonNONE
92826C839VVISA INC$213,6360.02%777CommonNONE
87283P109TRXTRX GOLD CORPORATION$11,7600.00%30,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.