Fund HoldingsBaugh & Associates, LLC

Total Portfolio Value
$192.68M
Total Bought
$2.84M
Total Sold
$15.68M
Net Transaction
-$12.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)72,46268,521-3,94112,42615,2557.92%+2,829
COSTCO WHSL CORP NEW(COST)11,78811,434-3548,63610,0165.20%+1,380
MICROSOFT CORP(MSFT)45,23943,935-1,30419,03320,21410.49%+1,180
JOHNSON & JOHNSON(JNJ)23,80330,983+7,1803,7654,8422.51%+1,076
CONOCOPHILLIPS(COP)31,49341,814+10,3214,0085,0532.62%+1,045
WALMART INC(WMT)105,141100,849-4,2926,3267,1043.69%+777
NEXTERA ENERGY INC(NEE)96,01291,970-4,0426,1366,8773.57%+741
QUALCOMM INC(QCOM)23,37522,977-3983,9574,6562.42%+698
TRUIST FINL CORP(TFC)121,386133,379+11,9934,7325,3892.80%+657
SOUTHERN CO(SO)63,71461,283-2,4314,5714,9342.56%+363
BANK AMERICA CORP150,454141,557-8,8975,7055,9713.10%+266
MORGAN STANLEY(MS)72,50169,156-3,3456,8277,0293.65%+202
ALTRIA GROUP INC(MO)93,14989,068-4,0814,0634,2362.20%+173
JPMORGAN CHASE & CO.(JPM)36,62234,887-1,7357,3357,4013.84%+66
PEPSICO INC(PEP)29,03129,659+6285,0815,1422.67%+62
ENERGY TRANSFER L P(ET)84,58278,697-5,8851,3301,3680.71%+38
PFIZER INC(PFE)171,506164,146-7,3604,7594,7882.49%+29
INVESCO QQQ TR768650-1183413680.19%+27
SPDR S&P 500 ETF TR(SPY)643538-1053363500.18%+14
COCA COLA CO(KO)4,5924,109-4832812920.15%+11
ARES CAPITAL CORP(ARCC)243,942233,539-10,4035,0795,0832.64%+4
PROGRESSIVE CORP(PGR)1,7001,70003523530.18%+2
ISHARES TR860790-702902880.15%-2
SPDR DOW JONES INDL AVERAGE(DIA)520384-1362072040.11%-3
INTERNATIONAL BUSINESS MACHS(IBM)1,5271,219-3082922640.14%-28
SPDR SER TR
ST STR SP DIV
3,4243,030-3944494200.22%-30
CHEVRON CORP NEW(CVX)27,57525,812-1,7634,3504,3082.24%-42
EXXON MOBIL CORP39,64537,939-1,7064,6084,5612.37%-47
EMERSON ELEC CO(EMR)24,27723,736-5412,7532,6691.39%-85
VERIZON COMMUNICATIONS INC(VZ)126,850122,570-4,2805,3235,2102.70%-113
REALTY INCOME CORP(O)81,58877,510-4,0784,4144,2992.23%-114
CATERPILLAR INC(CAT)6000-6002200-220
KENVUE INC(KVUE)77,53875,324-2,2141,6641,4080.73%-256
MERCK & CO INC(MRK)48,42446,282-2,1426,3905,9913.11%-398
SERVICE PPTYS TR(SVC)299,731293,803-5,9282,0321,5400.80%-492
ABBVIE INC(ABBV)46,20643,970-2,2368,4147,9034.10%-511
ABBOTT LABS54,63452,187-2,4476,2105,6662.94%-544
HOME DEPOT INC(HD)25,68924,594-1,0959,8548,8754.61%-979
LOWES COS INC(LOW)37,14835,688-1,4609,4638,1814.25%-1,282
INTEL CORP(INTC)133,757128,756-5,0015,9084,1732.17%-1,735
Page 1 of 1