The Analysis of Baugh & Associates, LLC's Holdings
Currently, Baugh & Associates, LLC holds 41 types of securities in its portfolio with a total value $201.2M. In the most recent quarter, they have increased their positions in XOM (+11.0K shares, valued at $1.1M), COP (+9.7K shares, valued at $839.8K), ET (+46.1K shares, valued at $720.6K); decreased their positions in MSFT (-1.1K shares, valued at $522.0K), AAPL (-1.9K shares, valued at $432.8K), JPM (-1.1K shares, valued at $318.8K); initiated new positions in CAT (+500 shares, valued at $238.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP40.5K shares-2.62%2025-09-302025-10-27
AAPL APPLE INC64.7K shares-2.80%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.32.5K shares-3.24%2025-09-302025-10-27 HD HOME DEPOT INC25.2K shares-2.42%2025-09-302025-10-27 MS MORGAN STANLEY64.0K shares-3.31%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW10.6K shares-2.32%2025-09-302025-10-27 WMT WALMART INC93.8K shares-2.21%2025-09-302025-10-27 ABBV ABBVIE INC41.8K shares-2.30%2025-09-302025-10-27 LOW LOWES COS INC35.3K shares-2.53%2025-09-302025-10-27 BAC BANK AMERICA CORP138.7K shares-3.00%2025-09-302025-10-27 ABT ABBOTT LABS53.0K shares-1.61%2025-09-302025-10-27 INTC INTEL CORP203.2K shares-2.59%2025-09-302025-10-27 NEE NEXTERA ENERGY INC89.3K shares-2.67%2025-09-302025-10-27 MO ALTRIA GROUP INC96.5K shares-2.21%2025-09-302025-10-27 TFC TRUIST FINL CORP126.0K shares-2.34%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON29.6K shares-2.50%2025-09-302025-10-27 SO SOUTHERN CO57.5K shares-2.14%2025-09-302025-10-27 XOM EXXON MOBIL CORP47.9K shares29.94%2025-09-302025-10-27 COP CONOCOPHILLIPS57.0K shares20.62%2025-09-302025-10-27 MRK MERCK & CO INC63.0K shares-1.90%2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC118.7K shares-2.50%2025-09-302025-10-27 CVX CHEVRON CORP NEW33.6K shares-2.20%2025-09-302025-10-27 QCOM QUALCOMM INC30.0K shares-2.03%2025-09-302025-10-27 ARCC ARES CAPITAL CORP236.9K shares-2.14%2025-09-302025-10-27 PFE PFIZER INC177.6K shares-3.69%2025-09-302025-10-27 O REALTY INCOME CORP71.6K shares-2.27%2025-09-302025-10-27 PEP PEPSICO INC27.5K shares-2.36%2025-09-302025-10-27 GOOG ALPHABET INC12.7K shares-4.28%2025-09-302025-10-27 ASML ASML HOLDING N V3.1K shares-0.29%2025-09-302025-10-27 ET ENERGY TRANSFER L P159.5K shares40.68%2025-09-302025-10-27 SVC SERVICE PPTYS TR240.3K shares-3.55%2025-09-302025-10-27 QQQ INVESCO QQQ TR805 shares-0.12%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR666 shares0.00%2025-09-302025-10-27 PGR PROGRESSIVE CORP1.6K shares0.00%2025-09-302025-10-27 KO COCA COLA CO4.5K shares-1.29%2025-09-302025-10-27 SDY SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-10-27 NVDA NVIDIA CORPORATION4.3K shares-3.81%2025-09-302025-10-27 IWF ISHARES TR510 shares0.00%2025-09-302025-10-27 CAT CATERPILLAR INC500 sharesnew addition2025-09-302025-10-27 QTEC FIRST TR EXCHANGE-TRADED FD993 shares-0.20%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available