Fund HoldingsSoutheast Asset Advisors, LLC

Total Portfolio Value
$904.15M
Total Bought
$53.89M
Total Sold
$54.71M
Net Transaction
-$822.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CNX RESOURCES CORPORATION(CNX)2,247,5892,412,415+164,82654,61678,5728.69%+23,956
BERKSHIRE HATHAWAY INC DEL0315,136+315,1360145,04516.04%+145,045
APPLE INC(AAPL)301,934299,074-2,86063,59369,6847.71%+6,091
VIKING HOLDINGS LTD(VIK)0102,456+102,45603,5750.40%+3,575
AFLAC INC(AFL)139,167139,268+10112,42915,5701.72%+3,141
FORTUNE BRANDS INNOVATIONS I(FBIN)32,67857,257+24,5792,1225,1260.57%+3,004
COCA COLA CO(KO)342,211342,211021,78224,5912.72%+2,810
BERKSHIRE HATHAWAY INC DEL035+35024,1912.68%+24,191
FLOWERS FOODS(FLO)03,385,607+3,385,607078,1068.64%+78,106
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0106,040+106,040018,9982.10%+18,998
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
115,622150,263+34,6415,8357,6240.84%+1,789
SERVICE CORP INTL(SCI)43,61761,383+17,7663,1024,8450.54%+1,742
PINNACLE FINL PARTNERS INC093,542+93,54209,1641.01%+9,164
VANGUARD INDEX FDS51,12551,157+3225,56926,9942.99%+1,425
ITT INC(ITT)22,37128,695+6,3242,8904,2900.47%+1,400
SMITH A O CORP(AOS)21,58433,489+11,9051,7653,0080.33%+1,243
LIVE NATION ENTERTAINMENT IN(LYV)072,003+72,00307,8840.87%+7,884
TEMPUR SEALY INTL INC(SGI)0149,999+149,99908,1900.91%+8,190
CERIDIAN HCM HLDG INC093,042+93,04205,6990.63%+5,699
VANECK VECTORS ETF TR
GOLD MINERS ETF
232,385224,000-8,3857,8858,9200.99%+1,035
SPDR GOLD TR(GLD)35,04335,04307,5358,5180.94%+983
MIDDLEBY CORP(MIDD)042,577+42,57705,9240.66%+5,924
JOHNSON & JOHNSON(JNJ)049,243+49,24307,9800.88%+7,980
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,3557,560+4,2055831,3130.15%+730
CACI INTL INC(CACI)01,330+1,33006710.07%+671
ISHARES GOLD TR(IAU)0115,540+115,54005,7420.64%+5,742
EMCOR GROUP INC(EME)3,8644,818+9541,4112,0740.23%+664
VERTIV HOLDINGS CO(VRT)050,910+50,91005,0650.56%+5,065
KKR & CO INC(KKR)22,35722,35702,3532,9190.32%+567
WABTEC(WAB)34,45333,000-1,4535,4455,9980.66%+553
SIGNET JEWELERS LIMITED
SHS
041,061+41,06104,2350.47%+4,235
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
011,085+11,08505270.06%+527
LUMEN TECHNOLOGIES INC(LUMN)0129,437+129,43709190.10%+919
NVIDIA CORPORATION(NVDA)4,0487,771+3,7235009440.10%+444
DAVIS FUNDAMENTAL ETF TR
SELECT WRLD WI
094,110+94,11003,5670.39%+3,567
TRIMBLE INC(TRMB)063,243+63,24303,9270.43%+3,927
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
87,44889,168+1,7204,9575,3060.59%+350
ABBVIE INC(ABBV)013,397+13,39702,6460.29%+2,646
QUANTA SVCS INC8,1628,110-522,0742,4180.27%+344
TELEDYNE TECHNOLOGIES INC(TDY)06,686+6,68602,9260.32%+2,926
MCDONALDS CORP(MCD)06,069+6,06901,8480.20%+1,848
ISHARES TR24,01324,248+2352,5612,8360.31%+275
SOUTHERN CO(SO)21,63721,647+101,6781,9520.22%+274
COGENT COMMUNICATIONS HLDGS03,314+3,31402520.03%+252
CATERPILLAR INC DEL(CAT)04,152+4,15201,6240.18%+1,624
GE AEROSPACE(GE)01,239+1,23902340.03%+234
BLACKROCK INC(BLK)0235+23502230.02%+223
HOME DEPOT INC(HD)03,333+3,33301,3510.15%+1,351
PAYCHEX INC(PAYX)021,788+21,78802,9240.32%+2,924
WALMART INC(WMT)17,96817,680-2881,2171,4280.16%+211
ISHARES TR
CORE HIGH DV ETF
01,790+1,79002110.02%+211
ASTERA LABS INC(ALAB)04,011+4,01102100.02%+210
SOUTHSTATE CORPORATION02,157+2,15702100.02%+210
TRACTOR SUPPLY CO(TSCO)010,651+10,65103,0990.34%+3,099
CINTAS CORP(CTAS)0992+99202040.02%+204
J P MORGAN EXCHANGE TRADED F
INCOME ETF
04,326+4,32602010.02%+201
VANGUARD SPECIALIZED PORTFOL11,53711,538+12,1062,2850.25%+179
STERIS PLC(STE)07,770+7,77001,8850.21%+1,885
PACKAGING CORP AMER(PKG)5,0655,081+169251,0950.12%+170
NEXTERA ENERGY INC(NEE)10,44010,44007398820.10%+143
SHERWIN WILLIAMS CO(SHW)01,636+1,63606240.07%+624
KENVUE INC(KVUE)031,527+31,52707290.08%+729
VISA INC(V)010,145+10,14502,7890.31%+2,789
DOLE PLC30,51630,527+113744970.05%+124
TESLA INC(TSLA)2,0111,977-343985170.06%+119
TJX COS INC NEW(TJX)15,80015,80001,7401,8570.21%+118
PTC INC(PTC)06,887+6,88701,2440.14%+1,244
ISHARES SILVER TR(SLV)60,74860,74801,6141,7260.19%+112
INTERNATIONAL BUSINESS MACHS(IBM)02,283+2,28305050.06%+505
SPDR SER TR
ST STR SP600 SML
027,280+27,28001,2420.14%+1,242
COSTCO WHSL CORP NEW(COST)2,9062,90602,4702,5760.28%+106
PARKER-HANNIFIN CORP(PH)0836+83605280.06%+528
CISCO SYS INC(CSCO)15,56615,631+657408320.09%+92
ORACLE CORP(ORCL)3,0793,080+14355250.06%+90
AMERICAN TOWER CORP NEW(AMT)2,3002,30004475350.06%+88
ACCENTURE PLC IRELAND
SHS CLASS A
1,6661,66605055890.07%+84
BLACKSTONE INC(BX)2,8302,83003504330.05%+83
EATON CORP PLC(ETN)4,6234,62301,4501,5320.17%+83
ABBOTT LABS07,965+7,96509080.10%+908
SPDR SER TR
ST STR P400MID
022,950+22,95001,2550.14%+1,255
SPDR S&P 500 ETF TR(SPY)2,5582,560+21,3921,4690.16%+76
ISHARES TR10,97510,97501,0071,0770.12%+69
DEERE & CO(DE)02,792+2,79201,1650.13%+1,165
AUTOMATIC DATA PROCESSING IN1,7711,77104234900.05%+67
RAYTHEON TECHNOLOGIES CORP(RTX)3,0793,092+133093750.04%+66
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
33,59733,59709319940.11%+63
MIDDLESEX WTR CO(MSEX)4,7494,74902483100.03%+62
ISHARES TR2,0582,05801,1261,1870.13%+61
KONTOOR BRANDS INC(KTB)3,5653,56502362920.03%+56
AMERICAN EXPRESS CO(AXP)1,2701,273+32943450.04%+51
ISHARES TR8,9168,833-831,0591,1100.12%+51
UNITEDHEALTH GROUP INC(UNH)668669+13403910.04%+51
SONOCO PRODS CO(SON)012,884+12,88407040.08%+704
NORFOLK SOUTHN CORP(NSC)01,463+1,46303640.04%+364
CDW CORP(CDW)027,832+27,83206,2980.70%+6,298
VANGUARD INDEX FDS2,5802,607+276907380.08%+48
MEDICAL PPTYS TRUST INC(MPT)25,17626,048+8721091520.02%+44
META PLATFORMS INC(META)63163103183610.04%+43
GLOBAL PMTS INC(GPN)07,407+7,40707590.08%+759
PROCTER & GAMBLE CO(PG)5,0795,070-98388780.10%+40
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