Fund HoldingsBaugh & Associates, LLC

Total Portfolio Value
$192.93M
Total Bought
$3.87M
Total Sold
$12.95M
Net Transaction
-$9.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MORGAN STANLEY(MS)69,78569,651-1347,0288,4464.38%+1,419
APPLE INC(AAPL)70,36370,329-3415,82917,0218.82%+1,192
JPMORGAN CHASE & CO.(JPM)35,40235,353-497,2428,2964.30%+1,053
WALMART INC(WMT)101,348101,335-137,9418,8804.60%+939
BANK AMERICA CORP150,272150,249-235,6626,2853.26%+622
CONOCOPHILLIPS(COP)42,88349,839+6,9564,3544,7692.47%+415
PFIZER INC(PFE)165,143194,168+29,0254,6014,9702.58%+369
EMERSON ELEC CO(EMR)23,05322,897-1562,4752,7861.44%+311
COSTCO WHSL CORP NEW(COST)11,43611,433-39,86310,1735.27%+310
ENERGY TRANSFER L P(ET)85,49685,396-1001,2901,5730.82%+283
CHEVRON CORP NEW(CVX)33,08735,141+2,0544,6634,9022.54%+239
ARES CAPITAL CORP(ARCC)236,338236,334-44,7675,0042.59%+236
ALTRIA GROUP INC(MO)89,55289,550-24,4304,5332.35%+103
TRUIST FINL CORP(TFC)135,462135,537+755,5665,6672.94%+101
INVESCO QQQ TR782793+113173980.21%+81
SPDR S&P 500 ETF TR(SPY)643667+243093760.19%+67
INTERNATIONAL BUSINESS MACHS(IBM)1,5271,52702693360.17%+66
VANGUARD INDEX FDS528755+2272032170.11%+14
ISHARES TR740690-502782770.14%-1
COCA COLA CO(KO)4,5824,58202952820.15%-14
PROGRESSIVE CORP(PGR)1,6501,65004193950.20%-23
SPDR SER TR
ST STR SP DIV
2,8002,435-3653593130.16%-46
ABBOTT LABS56,92456,905-196,2246,1603.19%-64
KENVUE INC(KVUE)74,53473,104-1,4301,6801,5190.79%-161
CATERPILLAR INC(CAT)6000-6002350-235
MICROSOFT CORP(MSFT)43,97744,030+5318,47918,1829.42%-298
HOME DEPOT INC(HD)25,05325,039-149,8499,5094.93%-339
EXXON MOBIL CORP38,37838,338-404,3353,9692.06%-366
VERIZON COMMUNICATIONS INC(VZ)122,415128,066+5,6515,3374,9392.56%-398
QUALCOMM INC(QCOM)26,82326,822-14,4183,9762.06%-442
INTEL CORP(INTC)130,801128,083-2,7182,9592,4891.29%-470
SOUTHERN CO(SO)61,49361,490-35,3844,9082.54%-476
JOHNSON & JOHNSON(JNJ)31,99731,987-104,9384,4462.30%-491
PEPSICO INC(PEP)30,10929,956-1534,8954,3732.27%-522
SERVICE PPTYS TR(SVC)287,596269,810-17,7861,2886720.35%-616
MERCK & CO INC(MRK)50,82350,803-205,5324,8852.53%-647
REALTY INCOME CORP(O)78,68978,665-244,8154,0532.10%-761
ABBVIE INC(ABBV)44,36045,176+8168,5347,7684.03%-766
LOWES COS INC(LOW)35,91035,904-69,5128,6654.49%-846
NEXTERA ENERGY INC(NEE)94,27694,475+1997,6386,5173.38%-1,121
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