Fund HoldingsBaugh & Associates, LLC

Total Portfolio Value
$197.65M
Total Bought
$10.69M
Total Sold
$11.43M
Net Transaction
-$733.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTEL CORP(INTC)128,083218,372+90,2892,4894,7412.40%+2,252
ASML HOLDING N V
N Y REGISTRY SHS
03,118+3,11801,9480.99%+1,948
ALTRIA GROUP INC(MO)89,550103,089+13,5394,5335,9012.99%+1,368
ABBVIE INC(ABBV)45,17644,957-2197,7689,0624.59%+1,295
ABBOTT LABS56,90556,725-1806,1607,1543.62%+994
QUALCOMM INC(QCOM)26,82232,364+5,5423,9764,7412.40%+765
CHEVRON CORP NEW(CVX)35,14134,962-1794,9025,5962.83%+694
JOHNSON & JOHNSON(JNJ)31,98732,067+804,4465,0532.56%+607
VERIZON COMMUNICATIONS INC(VZ)128,066127,484-5824,9395,5272.80%+588
SOUTHERN CO(SO)61,49061,486-44,9085,4472.76%+539
ENERGY TRANSFER L P(ET)85,396119,000+33,6041,5732,0841.05%+511
EXXON MOBIL CORP38,33838,203-1353,9694,3432.20%+374
MERCK & CO INC(MRK)50,80360,897+10,0944,8855,1952.63%+310
REALTY INCOME CORP(O)78,66577,783-8824,0534,3182.18%+265
T-MOBILE US INC(TMUS)0804+80402140.11%+214
CONOCOPHILLIPS(COP)49,83949,534-3054,7694,9842.52%+214
COSTCO WHSL CORP NEW(COST)11,43311,341-9210,17310,3495.24%+175
JPMORGAN CHASE & CO.(JPM)35,35335,256-978,2968,4214.26%+126
PROGRESSIVE CORP(PGR)1,6501,575-753954460.23%+50
COCA COLA CO(KO)4,5824,682+1002823310.17%+49
HOME DEPOT INC(HD)25,03927,078+2,0399,5099,5574.84%+48
INTERNATIONAL BUSINESS MACHS(IBM)1,5271,52703363800.19%+44
ARES CAPITAL CORP(ARCC)236,334236,474+1405,0045,0232.54%+19
SERVICE PPTYS TR(SVC)269,810267,467-2,3436726790.34%+7
SPDR SER TR
ST STR SP DIV
2,4352,338-973133080.16%-5
SPDR S&P 500 ETF TR(SPY)667664-33763570.18%-19
ISHARES TR69069002772490.13%-28
INVESCO QQQ TR793794+13983660.19%-33
PEPSICO INC(PEP)29,95629,920-364,3734,2762.16%-96
NEXTERA ENERGY INC(NEE)94,47595,158+6836,5176,4093.24%-108
LOWES COS INC(LOW)35,90438,083+2,1798,6658,5414.32%-125
VANGUARD INDEX FDS7550-7552170-217
PFIZER INC(PFE)194,168194,651+4834,9704,7142.38%-257
TRUIST FINL CORP(TFC)135,537135,027-5105,6675,3222.69%-345
EMERSON ELEC CO(EMR)22,89722,739-1582,7862,4311.23%-355
WALMART INC(WMT)101,335100,743-5928,8808,5194.31%-362
BANK AMERICA CORP150,249149,646-6036,2855,9062.99%-379
MORGAN STANLEY(MS)69,65169,280-3718,4467,7503.92%-697
KENVUE INC(KVUE)73,1040-73,1041,5190-1,519
MICROSOFT CORP(MSFT)44,03044,111+8118,18216,1018.15%-2,081
APPLE INC(AAPL)70,32969,836-49317,02114,9097.54%-2,112
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