Southeast Asset Advisors Inc. Purchases in Q3 2025

Southeast Asset Advisors Inc.

  • $899 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
4.42K
+ 0.99%
$175.16 - $255.24 $774K - $1.13M
449K $109M
AAPL
Apple Inc.

Technology
8.55K
+ 3.74%
$202.38 - $256.87 $1.73M - $2.2M
237K $60.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
896
+ 0.31%
$459.11 - $506.91 $411K - $454K
293K $147M
GOOGL
Alphabet Inc.

Communication Services
13.9K
+ 148.34%
$174.36 - $254.72 $2.43M - $3.55M
23.3K $5.67M
MSFT
Microsoft Corp

Technology
5.33K
+ 17.44%
$491.09 - $535.64 $2.62M - $2.86M
35.9K $18.6M
AMZN
Amazon Com Inc

Consumer Cyclical
15.3K
+ 68.26%
$211.65 - $238.24 $3.24M - $3.64M
37.7K $8.28M
ABBV
Abb Vie Inc.

Healthcare
9.78K
+ 62.99%
$184.85 - $231.54 $1.81M - $2.26M
25.3K $5.86M
LLY
Eli Lilly & CO

Healthcare
3.64K
+ 562.44%
$625.65 - $812.69 $2.28M - $2.96M
4.29K $3.27M
JNJ
Johnson & Johnson

Healthcare
6.17K
+ 14.69%
$155.17 - $185.42 $957K - $1.14M
48.2K $8.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
321
+ 0.78%
$224.68 - $282.71 $72.1K - $90.7K
41.5K $11.6M
GLD
Spdr Gold Trust

ETFs
292
+ 0.79%
$300.96 - $355.47 $87.9K - $104K
37.1K $13.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.58K
+ 2.33%
$181.56 - $190.33 $650K - $681K
157K $29.9M
META
Meta Platforms, Inc.

Communication Services
2.48K
+ 133.33%
$695.21 - $791.73 $1.72M - $1.96M
4.34K $3.19M
V
Visa Inc.

Financial Services
5.17K
+ 47.52%
$332.09 - $358.86 $1.72M - $1.85M
16K $5.48M
CVX
Chevron Corp

Energy
4.52K
+ 5.99%
$145.57 - $161.83 $658K - $731K
79.9K $12.4M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
6.97K
+ 11.62%
$121.81 - $137.24 $849K - $957K
66.9K $8.85M
ABT
Abbott Laboratories

Healthcare
9.6K
+ 69.75%
$120.51 - $136.62 $1.16M - $1.31M
23.4K $3.13M
IAU
Ishares Gold Trust

ETFs
50
+ 0.04%
$61.62 - $72.77 $3.08K - $3.64K
116K $8.41M
NFLX
Netflix Inc

Communication Services
969
+ 204.43%
$1147.87 - $1297.18 $1.11M - $1.26M
1.44K $1.73M
NDAQ
Nasdaq, Inc.

Financial Services
10.4K
New
$86.73 - $96.94 $903K - $1.01M
10.4K $921K
MKL
Markel Corp

Financial Services
545
+ 26.85%
$1898.34 - $2031.8 $1.03M - $1.11M
2.58K $4.92M
PTC
Ptc Inc.

Technology
3.72K
+ 128.53%
$173.07 - $216.53 $644K - $806K
6.62K $1.34M
PTLO
Portillo'S Inc.

Consumer Cyclical
130K
New
$6.06 - $12.32 $789K - $1.6M
130K $840K
WDAY
Workday, Inc.

Technology
3.44K
New
$213.69 - $247.69 $734K - $851K
3.44K $827K
PFE
Pfizer Inc

Healthcare
26.4K
+ 53.18%
$23.29 - $25.88 $614K - $682K
75.9K $1.93M
INTU
Intuit Inc

Technology
1.16K
+ 129.43%
$646.03 - $807.39 $750K - $937K
2.06K $1.41M
NU
Nu Holdings Ltd.

Financial Services
42.5K
New
$11.92 - $16.3 $506K - $692K
42.5K $679K
XOM
Exxon Mobil Corp

Energy
2.4K
+ 3.05%
$105.83 - $117.22 $254K - $281K
81.1K $9.14M
JLL
Jones Lang Lasalle Inc

Real Estate
1.33K
+ 24.01%
$248.95 - $319.66 $331K - $425K
6.86K $2.05M
CAT
Caterpillar Inc

Industrials
3
+ 0.05%
$390.92 - $477.15 $1.17K - $1.43K
6.63K $3.16M
NVDA
Nvidia Corp

Technology
116
+ 0.67%
$153.3 - $186.58 $17.8K - $21.6K
17.5K $3.27M
CRM
Salesforce, Inc.

Technology
2.17K
New
$231.66 - $273.65 $502K - $593K
2.17K $513K
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.01%
$260.62 - $307.62 $261 - $308
9.69K $2.98M
TGT
Target Corp

Consumer Defensive
4.4K
New
$86.56 - $107.43 $380K - $472K
4.4K $394K
MRK
Merck & Co., Inc.

Healthcare
3.88K
+ 43.47%
$77.6 - $87.37 $301K - $339K
12.8K $1.07M
STE
Steris PLC

Healthcare
1.08K
+ 7.88%
$221.21 - $252.43 $240K - $274K
14.8K $3.67M
WCC
Wesco International Inc

Industrials
1.57K
New
$189.22 - $227.19 $297K - $357K
1.57K $332K
RF
Regions Financial Corp

Financial Services
474
+ 0.46%
$24.03 - $27.41 $11.4K - $13K
104K $2.73M
VTI
Vanguard Total Stock Market Et

ETFs
673
+ 20.25%
$303.93 - $329.86 $205K - $222K
4K $1.31M
ENB
Enbridge Inc

Energy
5.93K
New
$43.79 - $50.46 $260K - $299K
5.93K $299K
SCHW
Schwab Charles Corp

Financial Services
334
+ 0.68%
$91.03 - $98.69 $30.4K - $33K
49.2K $4.7M
XLV
Select Sector Spdr Fund Health

ETFs
1.69K
New
$129.01 - $139.72 $218K - $236K
1.69K $235K
CADE
Cadence Bank

Financial Services
6.21K
New
$33.44 - $38.12 $208K - $237K
6.21K $233K
GLW
Corning Inc

Technology
1K
+ 20.0%
$51.6 - $82.03 $51.6K - $82K
6K $492K
SPY
Spdr S&P 500 ETF Trust

ETFs
177
+ 7.66%
$617.65 - $666.84 $109K - $118K
2.49K $1.66M
MRVL
Marvell Technology, Inc.

Technology
2.26K
+ 44.79%
$62.31 - $84.07 $141K - $190K
7.31K $614K
UBER
Uber Technologies, Inc

Technology
2.21K
New
$86.91 - $99.57 $192K - $220K
2.21K $216K
GD
General Dynamics Corp

Industrials
619
New
$293.92 - $341.0 $182K - $211K
619 $211K
GS
Goldman Sachs Group Inc

Financial Services
263
New
$696.56 - $806.32 $183K - $212K
263 $209K
Activity Summary
Buys All Purchases 102 New Holdings 21 Increased Positions 81 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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