Southeast Asset Advisors Inc. Purchases in Q1 2025

Southeast Asset Advisors Inc.

  • $806 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
170K
+ 270.53%
$57.21 - $65.8 $9.71M - $11.2M
232K $13.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
32.2K
+ 26.8%
$169.43 - $182.84 $5.45M - $5.88M
152K $26.4M
KO
Coca Cola CO

Consumer Defensive
1K
+ 0.31%
$60.81 - $72.32 $60.8K - $72.3K
325K $23.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
57.4K
+ 26.97%
$50.39 - $50.66 $2.89M - $2.91M
270K $13.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
500
+ 0.22%
$34.58 - $45.97 $17.3K - $23K
225K $10.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18K
+ 78.94%
$165.25 - $224.62 $2.98M - $4.05M
40.8K $6.78M
GLD
Spdr Gold Trust

ETFs
153
+ 0.44%
$243.19 - $288.14 $37.2K - $44.1K
35.2K $10.2M
JLL
Jones Lang Lasalle Inc

Real Estate
5.49K
New
$238.0 - $284.76 $1.31M - $1.56M
5.49K $1.36M
TSLA
Tesla, Inc.

Consumer Cyclical
6.04K
+ 305.26%
$222.15 - $428.22 $1.34M - $2.58M
8.01K $2.08M
MKL
Markel Corp

Financial Services
587
+ 71.94%
$1660.14 - $2059.83 $975K - $1.21M
1.4K $2.62M
OXY
Occidental Petroleum Corp

Energy
22K
+ 522.84%
$45.45 - $52.7 $1M - $1.16M
26.2K $1.29M
AFL
Aflac Inc

Financial Services
1
+ 0.0%
$100.99 - $111.19 $101 - $111
140K $15.6M
JNJ
Johnson & Johnson

Healthcare
1.22K
+ 3.22%
$142.06 - $167.7 $173K - $205K
39.1K $6.49M
ABBV
Abb Vie Inc.

Healthcare
2.34K
+ 18.02%
$169.2 - $216.66 $396K - $507K
15.3K $3.21M
CAT
Caterpillar Inc

Industrials
3K
+ 82.94%
$326.75 - $407.63 $982K - $1.22M
6.63K $2.19M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
7.52K
New
$88.0 - $115.5 $662K - $869K
7.52K $858K
DE
Deere & CO

Industrials
1.52K
+ 56.73%
$408.57 - $509.27 $622K - $775K
4.21K $1.97M
NVDA
Nvidia Corp

Technology
8.55K
+ 163.47%
$106.98 - $149.43 $914K - $1.28M
13.8K $1.49M
PAYX
Paychex Inc

Industrials
2.78K
+ 13.81%
$136.06 - $154.52 $378K - $429K
22.9K $3.53M
PG
Procter & Gamble CO

Consumer Defensive
4.03K
+ 77.53%
$158.56 - $176.26 $639K - $710K
9.22K $1.57M
CMI
Cummins Inc

Industrials
2.02K
New
$312.92 - $386.07 $631K - $778K
2.02K $631K
DUK
Duke Energy Corp

Utilities
4.88K
New
$105.87 - $121.97 $516K - $595K
4.88K $594K
HD
Home Depot, Inc.

Consumer Cyclical
1.82K
+ 55.75%
$347.25 - $424.87 $631K - $772K
5.08K $1.86M
WM
Waste Management Inc

Industrials
2.24K
New
$200.54 - $233.78 $448K - $522K
2.24K $517K
ET
Energy Transfer LP

Energy
27.4K
New
$17.26 - $21.08 $473K - $578K
27.4K $509K
ABT
Abbott Laboratories

Healthcare
2.33K
+ 25.72%
$111.1 - $140.22 $259K - $326K
11.4K $1.51M
AMD
Advanced Micro Devices Inc

Technology
4.5K
New
$96.63 - $129.55 $435K - $583K
4.5K $462K
BDX
Becton Dickinson & CO

Healthcare
2K
New
$222.79 - $249.08 $446K - $498K
2K $458K
CL
Colgate Palmolive CO

Consumer Defensive
4.55K
New
$85.68 - $97.5 $390K - $444K
4.55K $426K
IDXX
Idexx Laboratories Inc

Healthcare
1.01K
New
$406.29 - $469.04 $408K - $471K
1.01K $422K
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
+ 34.07%
$225.19 - $279.95 $362K - $450K
6.33K $1.55M
IBM
International Business Machines Corp

Technology
1.4K
+ 61.1%
$217.4 - $264.74 $303K - $369K
3.68K $914K
V
Visa Inc.

Financial Services
154
+ 1.48%
$306.92 - $362.71 $47.3K - $55.9K
10.6K $3.71M
CSX
Csx Corp

Industrials
15.7K
+ 79.22%
$29.11 - $33.67 $458K - $530K
35.6K $1.05M
T
At&T Inc.

Communication Services
13.9K
New
$21.56 - $28.28 $300K - $393K
13.9K $393K
RTX
Raytheon Technologies Corp

Industrials
2.49K
+ 80.43%
$114.1 - $135.66 $284K - $337K
5.58K $738K
PEP
Pepsico Inc

Consumer Defensive
2.53K
+ 93.59%
$142.64 - $156.42 $360K - $395K
5.23K $783K
MU
Micron Technology Inc

Technology
4K
New
$86.89 - $109.38 $347K - $437K
4K $347K
COP
Conocophillips

Energy
2.94K
New
$88.6 - $105.85 $260K - $311K
2.94K $308K
PAA
Plains All American Pipeline LP

Energy
15K
New
$17.32 - $20.96 $260K - $314K
15K $300K
SLV
I Shares Silver Trust

ETFs
167
+ 0.27%
$26.93 - $31.32 $4.5K - $5.23K
60.9K $1.89M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.51K
New
$45.22 - $52.17 $249K - $287K
5.51K $264K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.79K
New
$56.12 - $68.15 $213K - $258K
3.79K $257K
STX
Seagate Technology Holdings PLC

Technology
3K
New
$84.92 - $108.42 $255K - $325K
3K $254K
AMGN
Amgen Inc

Healthcare
595
+ 47.22%
$258.59 - $327.36 $154K - $195K
1.86K $577K
BK
Bank Of New York Mellon Corp

Financial Services
2.82K
New
$75.42 - $88.95 $213K - $251K
2.82K $236K
RY
Royal Bank Of Canada

Financial Services
2K
New
$108.81 - $123.4 $218K - $247K
2K $225K
MPC
Marathon Petroleum Corp

Energy
1.53K
New
$134.72 - $159.03 $205K - $243K
1.53K $222K
EMR
Emerson Electric CO

Industrials
2K
New
$108.64 - $131.17 $217K - $262K
2K $219K
Activity Summary
Buys All Purchases 97 New Holdings 25 Increased Positions 72 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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