Fund HoldingsAsset Advisors Investment Management, LLC

Total Portfolio Value
$956.03M
Total Bought
$37.90M
Total Sold
$52.51M
Net Transaction
-$14.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)05,984+5,98406,1340.64%+6,134
NETFLIX INC(NFLX)04,118+4,11803,6700.38%+3,670
AMAZON COM INC(AMZN)116,869115,464-1,40521,77625,3322.65%+3,555
ALPHABET INC(GOOG)0128,004+128,004024,2312.53%+24,231
MARRIOTT INTL INC NEW(MAR)105,429104,899-53026,21029,2613.06%+3,051
SELECT SECTOR SPDR TR
ST STR SVC ETF
210,815223,115+12,30019,05821,6002.26%+2,542
ISHARES TR87,950187,690+99,7401,9914,1660.44%+2,175
SELECT SECTOR SPDR TR
ST STR FINL ETF
383,291404,416+21,12517,37119,5452.04%+2,175
WALMART INC(WMT)315,947306,294-9,65325,51327,6742.89%+2,161
AMERIPRISE FINL INC(AMP)23,37723,672+29510,98312,6041.32%+1,621
SCHWAB CHARLES CORP(SCHW)0166,207+166,207012,3011.29%+12,301
SELECT SECTOR SPDR TR
ST STR DISCR ETF
27,93831,590+3,6525,5987,0870.74%+1,489
ISHARES TR062,555+62,55501,3700.14%+1,370
NVIDIA CORPORATION(NVDA)81,45381,45309,89210,9381.14%+1,047
SCHWAB STRATEGIC TR965,0922,869,070+1,903,97864,19865,1286.81%+930
PAYCHEX INC(PAYX)140,926140,751-17518,91119,7362.06%+825
SELECT SECTOR SPDR TR
ST STR TECHN ETF
144,323143,483-84032,58233,3633.49%+780
ROLLINS INC(ROL)4,51021,493+16,9832289960.10%+768
FORTINET INC(FTNT)06,895+6,89506510.07%+651
AUTOZONE INC(AZO)1,6781,851+1735,2865,9270.62%+641
APPLE INC(AAPL)35,74835,74808,3298,9520.94%+623
AMERICAN AIRLS GROUP INC(AAL)031,033+31,03305410.06%+541
ISHARES TR151,643173,633+21,9903,4983,9610.41%+463
ISHARES TR
MSCI USA QLT FCT
47,82749,848+2,0218,5758,8770.93%+302
ISHARES TR
MSCI USA MIN ETF
146,127153,262+7,13513,34313,6081.42%+265
JPMORGAN CHASE & CO.(JPM)7,4577,615+1581,5721,8250.19%+253
DISNEY WALT CO(DIS)018,535+18,53502,0640.22%+2,064
ATMOS ENERGY CORP(ATO)9,48110,783+1,3021,3151,5020.16%+187
HOME DEPOT INC(HD)17,99019,165+1,1757,2907,4550.78%+165
VERIZON COMMUNICATIONS INC(VZ)20,00725,750+5,7438991,0300.11%+131
EMERSON ELEC CO(EMR)9,0009,00009841,1150.12%+131
INTUIT(INTU)062,604+62,604039,3474.12%+39,347
ISHARES TR118,401123,331+4,9302,7732,8760.30%+103
FIRST CMNTY CORP S C39,98539,98508579600.10%+102
AUTOMATIC DATA PROCESSING IN5,1675,16701,4301,5130.16%+83
SERVICENOW INC(NOW)49049004385190.05%+81
TJX COS INC NEW(TJX)23,63023,63002,7772,8550.30%+77
ALPHABET INC(GOOG)3,9673,847-1206637330.08%+69
PRICE T ROWE GROUP INC(TROW)49,97548,730-1,2455,4445,5110.58%+67
VANGUARD INDEX FDS5,0795,176+971,4381,5000.16%+62
VANGUARD INDEX FDS4,4794,491+122,3642,4200.25%+56
ISHARES TR23,88423,629-2553,3343,3810.35%+47
AMERICAN EXPRESS CO(AXP)1,5001,50004074450.05%+38
HONEYWELL INTL INC(HON)1,7451,74503613940.04%+33
VISA INC(V)77777702142460.03%+32
BLACKSTONE INC(BX)1,5701,57002402710.03%+30
FEDEX CORP(FDX)3,7503,75001,0261,0550.11%+29
BANK AMERICA CORP6,0016,00102382640.03%+26
INVESCO QQQ TR51151102492610.03%+12
ISHARES TR49049002832880.03%+6
SPDR GOLD TR(GLD)1,3001,30003163150.03%-1
ETFS GOLD TR(SGOL)15,57515,57503913900.04%-1
TRX GOLD CORPORATION30,00030,00001290.00%-3
CHEVRON CORP NEW(CVX)2,7992,79904124050.04%-7
PHILIP MORRIS INTL INC(PM)8,3008,30001,0089990.10%-9
VANGUARD WORLD FD
INDUSTRIAL ETF
2,3502,35006115980.06%-13
CORTEVA INC(CTVA)5,4485,324-1243203030.03%-17
SHELL PLC(SHEL)6,0006,00003963760.04%-20
LOWES COS INC(LOW)87087002362150.02%-21
ROYAL GOLD INC(RGLD)2,5002,50003513300.03%-21
3M CO(MMM)3,4003,40004654390.05%-26
COLGATE PALMOLIVE CO(CL)2,6702,67002772430.03%-34
TEXAS INSTRS INC(TXN)1,4601,410-503022640.03%-37
DEERE & CO(DE)11,30611,032-2744,7184,6740.49%-44
EXXON MOBIL CORP3,8003,700-1004453980.04%-47
SELECT SECTOR SPDR TR
ST STR UTIL ETF
17,55118,098+5471,4181,3700.14%-48
SOUTHERN CO(SO)15,23916,002+7631,3741,3170.14%-57
GENUINE PARTS CO(GPC)3,0003,00004193500.04%-69
ADOBE INC(ADBE)1,0001,00005184450.05%-73
DUKE ENERGY CORP NEW(DUK)5,0444,673-3715825030.05%-78
INTERNATIONAL BUSINESS MACHS(IBM)2,8832,483-4006375460.06%-92
MONDELEZ INTL INC(MDLZ)4,5044,020-4843322400.03%-92
SELECT SECTOR SPDR TR
ST STR STAPL ETF
29,68029,728+482,4632,3370.24%-127
WASTE MGMT INC DEL(WM)32,71633,001+2856,7926,6590.70%-133
MCDONALDS CORP(MCD)7,3737,248-1252,2452,1010.22%-144
UNITEDHEALTH GROUP INC(UNH)1,8631,86301,0899420.10%-147
SPDR S&P 500 ETF TR(SPY)03,418+3,41802,0030.21%+2,003
HERSHEY CO(HSY)7,2007,20001,3811,2190.13%-161
SCHWAB STRATEGIC TR0100,880+100,88002,7950.29%+2,795
ABBOTT LABS108,490107,535-95512,36912,1631.27%-206
PEPSICO INC(PEP)9,4559,205-2501,6081,4000.15%-208
DOVER CORP(DOV)99,079100,140+1,06118,99718,7861.97%-211
KIMBERLY-CLARK CORP(KMB)15,90515,655-2502,2632,0510.21%-212
PHILLIPS 66(PSX)1,7500-1,7502300-230
BERKSHIRE HATHAWAY INC DEL23,60023,448-15210,86210,6291.11%-234
PFIZER INC(PFE)10,5020-10,5023040-304
PROCTER AND GAMBLE CO(PG)50,88750,547-3408,8148,4740.89%-339
XYLEM INC(XYL)18,45518,040-4152,4922,0930.22%-399
MID-AMER APT CMNTYS INC(MAA)15,62513,295-2,3302,4832,0550.21%-428
NEXTERA ENERGY INC(NEE)39,15239,627+4753,3102,8410.30%-469
ACCENTURE PLC IRELAND
SHS CLASS A
73,84472,684-1,16026,10225,5702.67%-533
BROWN FORMAN CORP(BF-A)26,61220,100-6,5121,3097630.08%-546
CHURCH & DWIGHT CO INC(CHD)192,912186,420-6,49220,20219,5202.04%-682
ISHARES TR75,30871,793-3,51510,1729,4260.99%-746
SELECT SECTOR SPDR TR
ST STR CARE ETF
95,124100,604+5,48014,65113,8401.45%-811
SCHWAB STRATEGIC TR249,734243,921-5,8136,5365,6390.59%-896
COSTCO WHSL CORP NEW(COST)56,17853,244-2,93449,80348,7865.10%-1,017
CHUBB LIMITED
COM
63,97962,969-1,01018,45117,3981.82%-1,053
SHERWIN WILLIAMS CO(SHW)28,27828,068-21010,7939,5411.00%-1,252
MERCK & CO INC(MRK)056,577+56,57705,6280.59%+5,628
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