Fund Holdings — Baugh & Associates, LLC

Total Portfolio Value
$201.19M
Total Bought
$3.07M
Total Sold
$19.29M
Net Transaction
-$16.22M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
▲▼
Change
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APPLE INC(AAPL)66,57464,713-1,86112,63415,0517.48%+2,417
INTEL CORP(INTC)208,625203,212-5,4134,3906,2693.12%+1,879
ABBVIE INC(ABBV)42,74341,762-9817,3548,9094.43%+1,555
EXXON MOBIL CORP36,86047,897+11,0373,6424,9392.46%+1,297
CONOCOPHILLIPS(COP)47,25657,001+9,7453,9434,9122.44%+969
JOHNSON & JOHNSON(JNJ)30,35429,594-7604,2995,0482.51%+749
LOWES COS INC(LOW)36,21535,298-9177,3918,1184.04%+727
MORGAN STANLEY(MS)66,14463,956-2,1888,5559,2774.61%+722
HOME DEPOT INC(HD)25,86825,241-6278,7729,4424.69%+670
ALPHABET INC(GOOG)13,30612,737-5692,2182,8141.40%+596
ENERGY TRANSFER L P(ET)113,402159,533+46,1311,9312,4921.24%+561
ALTRIA GROUP INC(MO)98,71496,530-2,1845,3455,8482.91%+504
ASML HOLDING N V
N Y REGISTRY SHS
3,0663,057-92,2782,7391.36%+461
JPMORGAN CHASE & CO.(JPM)33,59332,505-1,0889,0999,5244.73%+425
NEXTERA ENERGY INC(NEE)91,71189,260-2,4515,7266,0473.01%+322
BANK AMERICA CORP142,996138,704-4,2926,1586,4603.21%+302
CHEVRON CORP NEW(CVX)34,39233,635-7574,5284,7792.38%+251
CATERPILLAR INC(CAT)0500+50002390.12%+239
WALMART INC(WMT)95,93493,813-2,1218,7298,9474.45%+218
TRUIST FINL CORP(TFC)129,066126,043-3,0235,1395,3032.64%+164
MERCK & CO INC(MRK)64,22563,006-1,2194,6654,8282.40%+163
MICROSOFT CORP(MSFT)41,63440,545-1,08919,30219,4349.66%+132
PEPSICO INC(PEP)28,19027,525-6653,4513,5651.77%+115
REALTY INCOME CORP(O)73,27871,613-1,6653,9344,0332.00%+99
QUALCOMM INC(QCOM)30,62730,006-6214,5364,6252.30%+89
SERVICE PPTYS TR(SVC)249,163240,317-8,8465586090.30%+51
INVESCO QQQ TR806805-14374750.24%+38
SPDR S&P 500 ETF TR(SPY)66666603944250.21%+31
SOUTHERN CO(SO)58,80357,542-1,2615,0085,0352.50%+27
PFIZER INC(PFE)184,359177,557-6,8024,1734,1982.09%+25
ISHARES TR51051002172390.12%+22
FIRST TR EXCHANGE-TRADED FD995993-22042200.11%+16
NVIDIA CORPORATION(NVDA)4,4574,287-1702662810.14%+15
SPDR SERIES TRUST
ST STR SP DIV
2,1352,13502812900.14%+9
INTERNATIONAL BUSINESS MACHS(IBM)1,5271,52704504310.21%-19
COCA COLA CO(KO)4,5824,523-593202950.15%-25
PROGRESSIVE CORP(PGR)1,5751,57504203890.19%-31
VERIZON COMMUNICATIONS INC(VZ)121,771118,726-3,0454,8564,7902.38%-65
ABBOTT LABS53,82252,957-8656,6796,4193.19%-260
ARES CAPITAL CORP(ARCC)242,037236,862-5,1754,9004,4292.20%-471
COSTCO WHSL CORP NEW(COST)10,80210,551-2519,9359,0174.48%-918
ARISTA NETWORKS INC(ANET)18,6330-18,6331,7230—-1,723
BHP GROUP LTD68,4500-68,4503,0940—-3,094
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Baugh & Associates, LLC — 13F Holdings — Q3 2025 | TickerTrail