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Asset Advisors Investment Management, LLC

Q4 2024 · 13F-HR

Asset Advisors Investment Management, LLCholdings as filed

Filed 2025-02-04 · accession 0001376474-25-000141

$956.0M
Reported value
107
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524797SCHDSCHWAB STRATEGIC TR$77.5M8.11%2,836,535CommonNONE
594918104MSFTMICROSOFT CORP$76.0M7.95%180,258CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$65.1M6.81%2,869,070CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$48.8M5.10%53,244CommonNONE
461202103INTUINTUIT$39.3M4.12%62,604CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$33.4M3.49%143,483CommonNONE
172908105CTASCINTAS CORP$30.9M3.24%169,336CommonNONE
571903202MARMARRIOTT INTL INC NEW$29.3M3.06%104,899CommonNONE
931142103WMTWALMART INC$27.7M2.89%306,294CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$25.6M2.67%72,684CommonNONE
023135106AMZNAMAZON COM INC$25.3M2.65%115,464CommonNONE
02079K305GOOGLALPHABET INC$24.2M2.53%128,004CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$21.6M2.26%223,115CommonNONE
704326107PAYXPAYCHEX INC$19.7M2.06%140,751CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$19.5M2.04%404,416CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$19.5M2.04%186,420CommonNONE
260003108DOVDOVER CORP$18.8M1.97%100,140CommonNONE
H1467J104CBCHUBB LIMITED$17.4M1.82%62,969CommonNONE
00287Y109ABBVABBVIE INC$16.9M1.77%95,078CommonNONE
478160104JNJJOHNSON & JOHNSON$15.4M1.61%106,178CommonNONE
191216100KOCOCA COLA CO$15.3M1.60%245,946CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$13.8M1.45%100,604CommonNONE
46429B697USMVISHARES TR$13.6M1.42%153,262CommonNONE
03076C106AMPAMERIPRISE FINL INC$12.6M1.32%23,672CommonNONE
808513105SCHWSCHWAB CHARLES CORP$12.3M1.29%166,207CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$12.2M1.28%98,187CommonNONE
002824100ABTABBOTT LABS$12.2M1.27%107,535CommonNONE
67066G104NVDANVIDIA CORPORATION$10.9M1.14%81,453CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.6M1.11%23,448CommonNONE
824348106SHWSHERWIN WILLIAMS CO$9.5M1.00%28,068CommonNONE
464287168DVYISHARES TR$9.4M0.99%71,793CommonNONE
031162100AMGNAMGEN INC$9.2M0.96%35,117CommonNONE
037833100AAPLAPPLE INC$9.0M0.94%35,748CommonNONE
46432F339QUALISHARES TR$8.9M0.93%49,848CommonNONE
742718109PGPROCTER AND GAMBLE CO$8.5M0.89%50,547CommonNONE
437076102HDHOME DEPOT INC$7.5M0.78%19,165CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$7.1M0.74%31,590CommonNONE
94106L109WMWASTE MGMT INC DEL$6.7M0.70%33,001CommonNONE
09290D101BLKBLACKROCK INC$6.1M0.64%5,984CommonNONE
053332102AZOAUTOZONE INC$5.9M0.62%1,851CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.8M0.61%11,170CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$5.6M0.59%243,921CommonNONE
58933Y105MRKMERCK & CO INC$5.6M0.59%56,577CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$5.5M0.58%48,730CommonNONE
244199105DEDEERE & CO$4.7M0.49%11,032CommonNONE
46436E841IBTHISHARES TR$4.2M0.44%187,690CommonNONE
46436E858IBTGISHARES TR$4.0M0.41%173,633CommonNONE
64110L106NFLXNETFLIX INC$3.7M0.38%4,118CommonNONE
464287846IYYISHARES TR$3.4M0.35%23,629CommonNONE
46436E866ISHARES TR$2.9M0.30%123,331CommonNONE
872540109TJXTJX COS INC NEW$2.9M0.30%23,630CommonNONE
65339F101NEENEXTERA ENERGY INC$2.8M0.30%39,627CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.8M0.29%100,880CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M0.25%4,491CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.3M0.24%29,728CommonNONE
580135101MCDMCDONALDS CORP$2.1M0.22%7,248CommonNONE
98419M100XYLXYLEM INC$2.1M0.22%18,040CommonNONE
254687106DISDISNEY WALT CO$2.1M0.22%18,535CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$2.1M0.21%13,295CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.1M0.21%15,655CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.21%3,418CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.19%7,615CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.16%5,167CommonNONE
049560105ATOATMOS ENERGY CORP$1.5M0.16%10,783CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.16%5,176CommonNONE
713448108PEPPEPSICO INC$1.4M0.15%9,205CommonNONE
46436E833IBTIISHARES TR$1.4M0.14%62,555CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.14%18,098CommonNONE
842587107SOSOUTHERN CO$1.3M0.14%16,002CommonNONE
427866108HSYHERSHEY CO$1.2M0.13%7,200CommonNONE
291011104EMREMERSON ELEC CO$1.1M0.12%9,000CommonNONE
31428X106FDXFEDEX CORP$1.1M0.11%3,750CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.11%25,750CommonNONE
718172109PMPHILIP MORRIS INTL INC$998,9050.10%8,300CommonNONE
775711104ROLROLLINS INC$996,2010.10%21,493CommonNONE
319835104FCCOFIRST CMNTY CORP S C$959,6280.10%39,985CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$942,4170.10%1,863CommonNONE
115637209BF/BBROWN FORMAN CORP$763,3980.08%20,100CommonNONE
02079K107GOOGALPHABET INC$732,6230.08%3,847CommonNONE
34959E109FTNTFORTINET INC$651,4400.07%6,895CommonNONE
92204A603VISVANGUARD WORLD FD$597,8180.06%2,350CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$545,8380.06%2,483CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$540,9050.06%31,033CommonNONE
81762P102NOWSERVICENOW INC$519,4590.05%490CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$503,4690.05%4,673CommonNONE
025816109AXPAMERICAN EXPRESS CO$445,1850.05%1,500CommonNONE
00724F101ADBEADOBE INC$444,6800.05%1,000CommonNONE
88579Y101MMM3M CO$438,9060.05%3,400CommonNONE
166764100CVXCHEVRON CORP NEW$405,4070.04%2,799CommonNONE
30231G102XOMEXXON MOBIL CORP$398,0090.04%3,700CommonNONE
438516106HONHONEYWELL INTL INC$394,1780.04%1,745CommonNONE
00326A104SGOLETFS GOLD TR$390,1540.04%15,575CommonNONE
780259305SHELSHELL PLC$375,9000.04%6,000CommonNONE
372460105GPCGENUINE PARTS CO$350,2800.04%3,000CommonNONE
780287108RGLDROYAL GOLD INC$329,6250.03%2,500CommonNONE
78463V107GLDSPDR GOLD TR$314,7690.03%1,300CommonNONE
22052L104CTVACORTEVA INC$303,2550.03%5,324CommonNONE
464287200IVVISHARES TR$288,4530.03%490CommonNONE
09260D107BXBLACKSTONE INC$270,6990.03%1,570CommonNONE
882508104TXNTEXAS INSTRS INC$264,3890.03%1,410CommonNONE
060505104BACBANK AMERICA CORP$263,7440.03%6,001CommonNONE
46090E103QQQINVESCO QQQ TR$261,2390.03%511CommonNONE
92826C839VVISA INC$245,5630.03%777CommonNONE
194162103CLCOLGATE PALMOLIVE CO$242,7300.03%2,670CommonNONE
609207105MDLZMONDELEZ INTL INC$240,1150.03%4,020CommonNONE
548661107LOWLOWES COS INC$214,7160.02%870CommonNONE
87283P109TRXTRX GOLD CORPORATION$9,2100.00%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.