Southeast Asset Advisors Inc. Incresed Positions 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
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
ADP
Automatic Data Processing Inc

Industrials
3.5K
+ 194.66%
$286.85 - $318.64 $1M - $1.12M
5.3K $1.62M
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
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
HD
Home Depot, Inc.

Consumer Cyclical
1.82K
+ 55.75%
$347.25 - $424.87 $631K - $772K
5.08K $1.86M
ABT
Abbott Laboratories

Healthcare
2.33K
+ 25.72%
$111.1 - $140.22 $259K - $326K
11.4K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
+ 34.07%
$225.19 - $279.95 $362K - $450K
6.33K $1.55M
V
Visa Inc.

Financial Services
154
+ 1.48%
$306.92 - $362.71 $47.3K - $55.9K
10.6K $3.71M
IBM
International Business Machines Corp

Technology
1.4K
+ 61.1%
$217.4 - $264.74 $303K - $369K
3.68K $914K
CSX
Csx Corp

Industrials
15.7K
+ 79.22%
$29.11 - $33.67 $458K - $530K
35.6K $1.05M
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
SLV
I Shares Silver Trust

ETFs
167
+ 0.27%
$26.93 - $31.32 $4.5K - $5.23K
60.9K $1.89M
AMGN
Amgen Inc

Healthcare
595
+ 47.22%
$258.59 - $327.36 $154K - $195K
1.86K $577K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.37K
+ 4.45%
$56.17 - $59.71 $245K - $261K
102K $5.85M
BAC
Bank Of America Corp

Financial Services
5.04K
+ 49.88%
$39.61 - $47.74 $200K - $241K
15.2K $632K
UNP
Union Pacific Corp

Industrials
701
+ 53.76%
$225.21 - $254.42 $158K - $178K
2.01K $473K
BA
Boeing CO

Industrials
1.08K
+ 84.18%
$148.15 - $186.25 $159K - $200K
2.35K $401K
UPS
United Parcel Service Inc

Industrials
2K
+ 42.51%
$109.66 - $136.26 $219K - $273K
6.71K $737K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.12%
$279.74 - $321.29 $1.96K - $2.25K
5.99K $1.87M
LOW
Lowes Companies Inc

Consumer Cyclical
600
+ 57.58%
$222.66 - $268.42 $134K - $161K
1.64K $382K
AMT
American Tower Corp

Real Estate
91
+ 3.96%
$173.46 - $217.6 $15.8K - $19.8K
2.39K $520K
PFE
Pfizer Inc

Healthcare
5.91K
+ 13.21%
$25.01 - $27.13 $148K - $160K
50.7K $1.28M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
1.78K
+ 10.16%
$46.45 - $47.26 $82.7K - $84.1K
19.3K $910K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
950
+ 1.75%
$120.5 - $145.97 $114K - $139K
55.1K $7.26M
DIS
Walt Disney CO

Communication Services
1.82K
+ 22.61%
$96.87 - $114.0 $177K - $208K
9.89K $976K
SYK
Stryker Corp

Healthcare
130
+ 8.34%
$355.18 - $399.9 $46.2K - $52K
1.69K $628K
MPW
Medical Properties Trust Inc

Real Estate
517
+ 1.96%
$3.83 - $6.21 $1.98K - $3.21K
26.9K $162K
GE
General Electric CO

Industrials
9
+ 0.59%
$168.59 - $212.13 $1.52K - $1.91K
1.54K $307K
TLT
Ishares Barclays 20+ Year Trea

ETFs
74
+ 0.67%
$85.29 - $92.57 $6.31K - $6.85K
11.2K $1.02M
CSCO
Cisco Systems, Inc.

Technology
47
+ 0.31%
$58.74 - $64.87 $2.76K - $3.05K
15.2K $938K
LLY
Eli Lilly & CO

Healthcare
13
+ 2.5%
$725.72 - $929.72 $9.43K - $12.1K
533 $440K
SPY
Spdr S&P 500 ETF Trust

ETFs
151
+ 6.99%
$551.42 - $612.93 $83.3K - $92.6K
2.31K $1.29M
NEE
Nextera Energy Inc

Utilities
460
+ 4.41%
$66.96 - $76.16 $30.8K - $35K
10.9K $772K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.34K
+ 9.58%
$21.75 - $24.28 $29.2K - $32.6K
15.4K $339K
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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