Fund HoldingsAsset Advisors Investment Management, LLC

Total Portfolio Value
$818.96M
Total Bought
$53.19M
Total Sold
$55.02M
Net Transaction
-$1.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)187,715187,880+16559,27170,6508.63%+11,379
SCHWAB STRATEGIC TR1,292,6991,306,958+14,25991,47199,49912.15%+8,027
INTUIT(INTU)66,68266,277-40534,07141,4255.06%+7,355
SCHWAB STRATEGIC TR976,4571,003,584+27,12748,67655,8706.82%+7,193
COSTCO WHSL CORP NEW(COST)58,63958,578-6133,12938,6664.72%+5,537
CINTAS CORP(CTAS)44,30844,140-16821,31326,6013.25%+5,289
SELECT SECTOR SPDR TR
ST STR SVC ETF
19,50787,528+68,0211,2796,3600.78%+5,081
SELECT SECTOR SPDR TR
ST STR TECHN ETF
143,757140,951-2,80623,56627,1303.31%+3,564
SCHWAB CHARLES CORP(SCHW)147,117167,722+20,6058,07711,5391.41%+3,463
ACCENTURE PLC IRELAND
SHS CLASS A
81,89881,043-85525,15228,4393.47%+3,287
MARRIOTT INTL INC NEW(MAR)111,384111,499+11521,89425,1443.07%+3,251
AMAZON COM INC(AMZN)102,229104,871+2,64212,99515,9341.95%+2,939
BLACKROCK INC(BLK)18,46018,112-34811,93414,7031.80%+2,769
CHUBB LIMITED
COM
45,91352,084+6,1719,55811,7711.44%+2,213
SHERWIN WILLIAMS CO(SHW)30,90830,628-2807,8839,5531.17%+1,670
DOVER CORP(DOV)98,51197,711-80013,74315,0291.84%+1,286
ABBOTT LABS113,810111,542-2,26811,02212,2771.50%+1,255
ALPHABET INC(GOOG)110,304112,198+1,89414,43415,6731.91%+1,239
SCHWAB STRATEGIC TR190,765186,006-4,75912,91114,0101.71%+1,099
SELECT SECTOR SPDR TR
ST STR DISCR ETF
9,20513,540+4,3351,4822,4210.30%+939
AMGEN INC(AMGN)30,92831,761+8338,3129,1481.12%+836
VANGUARD INDEX FDS3,0874,606+1,5191,2122,0120.25%+799
ISHARES TR82,91582,290-6258,9259,6461.18%+721
WASTE MGMT INC DEL(WM)28,08427,813-2714,2814,9810.61%+700
HOME DEPOT INC(HD)15,61615,507-1094,7195,3740.66%+655
ABBVIE INC(ABBV)88,62089,419+79913,21013,8571.69%+648
AMERIPRISE FINL INC(AMP)15,97715,567-4105,2675,9130.72%+646
SELECT SECTOR SPDR TR
ST STR CARE ETF
42,81645,096+2,2805,5126,1500.75%+638
PAYCHEX INC(PAYX)149,275149,800+52517,21617,8432.18%+627
VANGUARD INDEX FDS3,0085,079+2,0716391,2050.15%+566
CHURCH & DWIGHT CO INC(CHD)203,172202,477-69518,61719,1462.34%+530
NVIDIA CORPORATION(NVDA)8,1958,217+223,5654,0690.50%+504
AMERICAN WTR WKS CO INC NEW116,034112,506-3,52814,36814,8501.81%+481
PROCTER AND GAMBLE CO(PG)44,50047,049+2,5496,4916,8950.84%+404
STARBUCKS CORP(SBUX)20,49823,353+2,8551,8712,2420.27%+371
SERVICENOW INC(NOW)0445+44503140.04%+314
DEERE & CO(DE)15,98315,863-1206,0326,3430.77%+311
ISHARES TR24,30024,30002,5392,8320.35%+293
INVESCO QQQ TR0711+71102910.04%+291
MCDONALDS CORP(MCD)8,8938,828-652,3432,6180.32%+275
APPLE INC(AAPL)11,43311,529+961,9572,2200.27%+262
SCHWAB STRATEGIC TR183,250181,730-1,5204,2154,4690.55%+254
THERMO FISHER SCIENTIFIC INC(TMO)8,7728,812+404,4404,6770.57%+237
ALPHABET INC(GOOG)01,625+1,62502290.03%+229
COLGATE PALMOLIVE CO(CL)02,670+2,67002130.03%+213
BLACKSTONE INC(BX)01,570+1,57002060.03%+206
DISNEY WALT CO(DIS)33,93032,605-1,3252,7502,9440.36%+194
SELECT SECTOR SPDR TR
ST STR STAPL ETF
55,61355,402-2113,8273,9910.49%+164
PRICE T ROWE GROUP INC(TROW)53,77553,675-1005,6395,7800.71%+141
TJX COS INC NEW(TJX)29,17929,130-492,5932,7330.33%+139
XYLEM INC(XYL)13,35811,696-1,6621,2161,3380.16%+122
FIRST CMNTY CORP S C27,00027,00004665810.07%+115
SPDR S&P 500 ETF TR(SPY)8,5777,909-6683,6663,7590.46%+93
MID-AMER APT CMNTYS INC(MAA)15,62515,62502,0102,1010.26%+91
HONEYWELL INTL INC(HON)1,7001,845+1453143870.05%+73
UNITEDHEALTH GROUP INC(UNH)2,3552,373+181,1871,2490.15%+62
AMERICAN EXPRESS CO(AXP)1,6001,60002393000.04%+61
ROYAL GOLD INC(RGLD)2,5002,50002663020.04%+37
ABRDN GOLD ETF TRUST(SGOL)13,00013,00002302570.03%+27
VANGUARD WORLD FDS
INDUSTRIAL ETF
2,7302,530-2005325580.07%+25
3M CO(MMM)15,50013,500-2,0001,4511,4760.18%+25
BERKSHIRE HATHAWAY INC DEL24,27723,907-3708,5048,5271.04%+22
WESTROCK COFFEE CO10,00010,0000891020.01%+14
SHELL PLC(SHEL)6,0006,00003863950.05%+9
EMERSON ELEC CO(EMR)7,0007,00006766810.08%+5
TRX GOLD CORPORATION30,00030,000011110.00%0
ATMOS ENERGY CORP(ATO)11,24510,270-9751,1911,1900.15%-1
GENUINE PARTS CO(GPC)3,0003,00004334160.05%-18
SOUTHERN CO(SO)16,05914,559-1,5001,0391,0210.12%-18
AUTOMATIC DATA PROCESSING IN3,5913,575-168648330.10%-31
JOHNSON & JOHNSON(JNJ)131,743130,626-1,11720,51920,4742.50%-45
MERCK & CO INC(MRK)67,64863,324-4,3246,9646,9040.84%-61
PEPSICO INC(PEP)10,0399,624-4151,7011,6350.20%-66
KIMBERLY-CLARK CORP(KMB)21,01720,317-7002,5402,4690.30%-71
CORTEVA INC(CTVA)16,22315,263-9608307310.09%-99
HERSHEY CO(HSY)8,1008,10001,6211,5100.18%-110
DUKE ENERGY CORP NEW(DUK)3,7642,250-1,5143322180.03%-114
ISHARES TR879550-3293772630.03%-115
WALMART INC(WMT)103,065103,356+29116,48316,2941.99%-189
FEDEX CORP(FDX)7,6447,144-5002,0251,8070.22%-218
BROWN FORMAN CORP(BF-A)61,50656,411-5,0953,5483,2210.39%-327
VERIZON COMMUNICATIONS INC(VZ)18,8587,212-11,6466112720.03%-339
SELECT SECTOR SPDR TR
ST STR UTIL ETF
63,54353,335-10,2083,7453,3780.41%-367
SCHWAB STRATEGIC TR164,233130,207-34,0266,8036,1510.75%-652
PFIZER INC(PFE)82,26371,815-10,4482,7292,0680.25%-661
ALBEMARLE CORP(ALB)7,8200-7,8201,3300-1,330
NEXTERA ENERGY INC(NEE)111,82259,870-51,9526,4063,6370.44%-2,770
COCA COLA CO(KO)361,802281,058-80,74420,25416,5632.02%-3,691
ACTIVISION BLIZZARD INC58,0650-58,0655,4370-5,437
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