Fund HoldingsBaugh & Associates, LLC

Total Portfolio Value
$173.98M
Total Bought
$4.14M
Total Sold
$16.72M
Net Transaction
-$12.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)45,91245,057-85514,49716,9439.74%+2,447
INTEL CORP(INTC)127,621126,485-1,1364,5376,3563.65%+1,819
APPLE INC(AAPL)73,81572,469-1,34612,63813,9528.02%+1,315
COSTCO WHSL CORP NEW(COST)11,72111,800+796,6227,7894.48%+1,167
HOME DEPOT INC(HD)25,66525,529-1367,7558,8475.09%+1,092
TRUIST FINL CORP(TFC)121,686120,711-9753,4814,4572.56%+975
MORGAN STANLEY(MS)71,53972,706+1,1675,8436,7803.90%+937
BANK AMERICA CORP152,437150,630-1,8074,1745,0722.92%+898
NEXTERA ENERGY INC(NEE)87,09596,182+9,0874,9905,8423.36%+852
JPMORGAN CHASE & CO(JPM)36,74236,322-4205,3286,1783.55%+850
QUALCOMM INC(QCOM)23,60023,385-2152,6213,3821.94%+761
ABBOTT LABS55,34154,679-6625,3606,0193.46%+659
REALTY INCOME CORP(O)83,85982,564-1,2954,1884,7412.72%+553
VERIZON COMMUNICATIONS INC(VZ)131,500127,562-3,9384,2624,8092.76%+547
LOWES COS INC(LOW)37,39837,181-2177,7738,2754.76%+502
PEPSICO INC(PEP)27,06229,189+2,1274,5854,9572.85%+372
ENERGY TRANSFER L P(ET)57,09084,882+27,7928011,1710.67%+370
SOUTHERN CO(SO)65,06664,344-7224,2114,5122.59%+301
SERVICE PPTYS TR(SVC)305,030302,095-2,9352,3462,5801.48%+234
MERCK & CO INC(MRK)48,74448,076-6685,0185,2413.01%+223
ABBVIE INC(ABBV)46,87546,239-6366,9877,1664.12%+178
EXXON MOBIL CORP32,73639,668+6,9323,8493,9662.28%+117
KENVUE INC(KVUE)79,10777,770-1,3371,5881,6740.96%+86
ARES CAPITAL CORP(ARCC)234,437232,067-2,3704,5644,6482.67%+84
INVESCO QQQ TR631644+132262640.15%+38
PROGRESSIVE CORP(PGR)1,7001,70002372710.16%+34
ISHARES TR912910-22432760.16%+33
SPDR S&P 500 ETF TR(SPY)565573+82422720.16%+31
COCA COLA CO(KO)4,1824,18202342460.14%+12
SPDR SER TR
ST STR SP DIV
4,0903,816-2744704770.27%+6
WALMART INC(WMT)34,91635,167+2515,5845,5443.19%-40
JOHNSON & JOHNSON(JNJ)23,87523,398-4773,7193,6672.11%-51
EMERSON ELEC CO(EMR)25,03424,308-7262,4182,3661.36%-52
CONOCOPHILLIPS(COP)32,16931,809-3603,8543,6922.12%-162
CHEVRON CORP NEW(CVX)25,42927,315+1,8864,2884,0742.34%-214
ALTRIA GROUP INC(MO)97,53994,081-3,4584,1023,7952.18%-306
SPDR S&P MIDCAP 400 ETF TR(MDY)7310-7313340-334
PFIZER INC(PFE)133,412127,599-5,8134,4253,6742.11%-752
EXCHANGE LISTED FDS TR70,1470-70,1471,4990-1,499
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