Southeast Asset Advisors, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$816K

Holdings

184

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (184 positions)

StockValue
CNXCNX RESOURCES CORPORATION
$75.8M
GOOGALPHABET INC
$69.2M
FLOFLOWERS FOODS
$58.4M
AAPLAPPLE INC
$50.4M
RSPINVESCO EXCHANGE TRADED FD T
$26.4M
KOCOCA COLA CO
$23.3M
AFLAFLAC INC
$15.6M
JPSTJ P MORGAN EXCHANGE TRADED F
$13.7M
IJHISHARES TR
$13.6M
CVXCHEVRON CORP
$11.3M
MSFTMICROSOFT CORP
$10.8M
GDXVANECK VECTORS ETF TR
$10.3M
GQ9SPDR GOLD TR
$10.2M
XOMEXXON MOBIL CORP
$8.2M
XOPSPDR SER TR
$7.3M
IAU*ISHARES GOLD TR
$6.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$6.8M
JNJJOHNSON & JOHNSON
$6.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$5.9M
MIDDMIDDLEBY CORP
$4.7M
TPDSOMNIGROUP INTERNATIONAL INC
$4.5M
WABWABTEC
$4.3M
LYVLIVE NATION ENTERTAINMENT IN
$4.3M
BROBROWN & BROWN INC
$4.3M
AMZNAMAZON COM INC
$4.0M
SCHWSCHWAB CHARLES CORP
$3.8M
VVISA INC
$3.7M
ITTITT INC
$3.7M
SCISERVICE CORP INTL
$3.6M
CNMCORE & MAIN INC
$3.6M
PAYXPAYCHEX INC
$3.5M
MLMMARTIN MARIETTA MATLS INC
$3.5M
VIKVIKING HOLDINGS LTD
$3.5M
TRMBTRIMBLE INC
$3.4M
MORNMORNINGSTAR INC
$3.4M
STESTERIS PLC
$3.4M
ABBVABBVIE INC
$3.2M
VRTVERTIV HOLDINGS CO
$3.1M
FBINFORTUNE BRANDS INNOVATIONS I
$3.0M
LHLABCORP HOLDINGS INC
$2.9M
CDWCDW CORP
$2.8M
TSCOTRACTOR SUPPLY CO
$2.7M
KKRKKR & CO INC
$2.6M
IJRISHARES TR
$2.6M
RFREGIONS FINL CORP NEW
$2.3M
VIGVANGUARD SPECIALIZED PORTFOL
$2.2M
CATCATERPILLAR INC DEL
$2.2M
SOSOUTHERN CO
$2.1M
TSLATESLA INC
$2.1M
CPAYCORPAY INC
$2.0M
DEDEERE & CO
$2.0M
TJXTJX COS INC NEW
$1.9M
SLVISHARES SILVER TR
$1.9M
MCDMCDONALDS CORP
$1.9M
VMCVULCAN MATLS CO
$1.9M
HDHOME DEPOT INC
$1.9M
DAYCERIDIAN HCM HLDG INC
$1.8M
ENQENTEGRIS INC
$1.8M
SIGSIGNET JEWELERS LIMITED
$1.7M
CLHCLEAN HARBORS INC
$1.7M
EMEEMCOR GROUP INC
$1.6M
ADPAUTOMATIC DATA PROCESSING IN
$1.6M
DWLDDAVIS FUNDAMENTAL ETF TR
$1.6M
PGPROCTER & GAMBLE CO
$1.6M
JPMJPMORGAN CHASE & CO
$1.6M
WMTWALMART INC
$1.5M
TDYTELEDYNE TECHNOLOGIES INC
$1.5M
ETNEATON CORP PLC
$1.5M
ABTABBOTT LABS
$1.5M
FDXFEDEX CORP
$1.5M
NVDANVIDIA CORPORATION
$1.5M
GOOGLALPHABET INC
$1.4M
JLLJONES LANG LASALLE INC
$1.4M
TTCTORO CO
$1.3M
OXYOCCIDENTAL PETE CORP
$1.3M
PFEPFIZER INC
$1.3M
SPMDSPDR SER TR
$1.2M
KHCKRAFT HEINZ CO
$1.1M
SPSMSPDR SER TR
$1.1M
CSXCSX CORP
$1.0M
ITOTISHARES TR
$1.0M
CAPEDOUBLELINE ETF TRUST
$1.0M
TLTISHARES TR
$1.0M
PKGPACKAGING CORP AMER
$985K
DISDISNEY WALT CO
$976K
CSCOCISCO SYS INC
$938K
IBMINTERNATIONAL BUSINESS MACHS
$914K
JSCPJ P MORGAN EXCHANGE TRADED F
$910K
BJBJS WHSL CLUB HLDGS INC
$858K
TECHBIO-TECHNE CORP
$835K
KVUEKENVUE INC
$828K
PEPPEPSICO INC
$783K
PTCPTC INC
$774K
NEENEXTERA ENERGY INC
$772K
MRKMERCK & CO INC NEW
$754K
RTXRTX CORPORATION
$738K
UPSUNITED PARCEL SERVICE INC
$737K
GPNGLOBAL PMTS INC
$725K
PWRQUANTA SVCS INC
$725K
VTIVANGUARD INDEX FDS
$723K
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