Asset Advisors Investment Management, LLC Incresed Positions in Q4 2024

Asset Advisors Investment Management, LLC

  • $949 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.7K
+ 1.34%
$161.86 - $196.66 $275K - $334K
128K $24.2M
XLC
Select Sector Spdr Tr Communic

ETFs
12.3K
+ 5.83%
$89.66 - $102.16 $1.1M - $1.26M
223K $21.6M
XLF
Financial Sector Spdr

ETFs
21.1K
+ 5.51%
$44.89 - $51.34 $948K - $1.08M
404K $19.5M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
99.7K
+ 113.41%
$22.1 - $22.59 $2.2M - $2.25M
188K $4.17M
AMP
Ameriprise Financial Inc

Financial Services
295
+ 1.26%
$473.15 - $574.01 $140K - $169K
23.7K $12.6M
XLY
Select Sector Spdr Consumer Di

ETFs
3.65K
+ 13.07%
$194.8 - $239.43 $711K - $874K
31.6K $7.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.9M
+ 197.28%
$22.01 - $66.82 $41.9M - $127M
2.87M $65.1M
ROL
Rollins Inc

Consumer Cyclical
17K
+ 376.56%
$46.35 - $51.59 $787K - $876K
21.5K $996K
AZO
Autozone Inc

Consumer Cyclical
173
+ 10.31%
$2981.19 - $3370.27 $516K - $583K
1.85K $5.93M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22K
+ 14.5%
$22.72 - $23.0 $500K - $506K
174K $3.96M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.14K
+ 4.88%
$88.59 - $94.57 $632K - $675K
153K $13.6M
JPM
Jpmorgan Chase & CO

Financial Services
158
+ 2.12%
$205.18 - $250.29 $32.4K - $39.5K
7.62K $1.83M
ATO
Atmos Energy Corp

Utilities
1.3K
+ 13.73%
$136.41 - $151.43 $178K - $197K
10.8K $1.5M
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
+ 6.53%
$385.02 - $431.37 $452K - $507K
19.2K $7.45M
VZ
Verizon Communications Inc

Communication Services
5.74K
+ 28.7%
$39.6 - $45.21 $227K - $260K
25.8K $1.03M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.93K
+ 4.16%
$23.25 - $23.37 $115K - $115K
123K $2.88M
VTI
Vanguard Total Stock Market Et

ETFs
97
+ 1.91%
$280.04 - $302.45 $27.2K - $29.3K
5.18K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.27%
$521.84 - $558.82 $6.26K - $6.71K
4.49K $2.42M
XLP
Consumer Staples Sector Spdr

ETFs
48
+ 0.16%
N/A
29.7K $2.26M
XLU
Utilities Sector Spdr

ETFs
547
+ 3.12%
$74.89 - $82.93 $41K - $45.4K
18.1K $1.37M
SO
Southern CO

Utilities
763
+ 5.01%
$81.5 - $94.15 $62.2K - $71.8K
16K $1.32M
WM
Waste Management Inc

Industrials
285
+ 0.87%
$201.79 - $228.46 $57.5K - $65.1K
33K $6.66M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
64.8K
+ 179.95%
$27.54 - $83.04 $1.79M - $5.38M
101K $2.8M
DOV
Dover Corp

Industrials
1.06K
+ 1.07%
$184.72 - $206.51 $196K - $219K
100K $18.8M
NEE
Nextera Energy Inc

Utilities
475
+ 1.21%
$69.77 - $85.43 $33.1K - $40.6K
39.6K $2.84M
XLV
Select Sector Spdr Fund Health

ETFs
5.48K
+ 5.76%
$136.28 - $154.74 $747K - $848K
101K $13.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.85M
+ 187.65%
$26.93 - $84.95 $49.8M - $157M
2.84M $77.5M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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