The Analysis of Baugh & Associates, LLC's Holdings
Currently, Baugh & Associates, LLC holds 41 types of securities in its portfolio with a total value $203.4M. In the most recent quarter, they have increased their positions in WY (+192.6K shares, valued at $4.0M), PFE (+34.7K shares, valued at $798.6K), SPY (+53 shares, valued at $32.3K); decreased their positions in AAPL (-2.5K shares, valued at $622.9K), MSFT (-1.3K shares, valued at $574.3K), INTC (-9.8K shares, valued at $334.1K); initiated new positions in WY (+192.6K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP39.3K shares-3.13%2025-12-312026-01-14
AAPL APPLE INC62.2K shares-3.81%2025-12-312026-01-14 MS MORGAN STANLEY62.0K shares-3.02%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.31.5K shares-3.05%2025-12-312026-01-14 WMT WALMART INC91.2K shares-2.79%2025-12-312026-01-14 ABBV ABBVIE INC40.5K shares-3.00%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW10.3K shares-2.83%2025-12-312026-01-14 HD HOME DEPOT INC24.5K shares-2.98%2025-12-312026-01-14 LOW LOWES COS INC34.2K shares-2.99%2025-12-312026-01-14 BAC BANK AMERICA CORP134.2K shares-3.27%2025-12-312026-01-14 INTC INTEL CORP193.4K shares-4.82%2025-12-312026-01-14 NEE NEXTERA ENERGY INC86.3K shares-3.37%2025-12-312026-01-14 ABT ABBOTT LABS51.2K shares-3.27%2025-12-312026-01-14 TFC TRUIST FINL CORP122.6K shares-2.76%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON29.1K shares-1.73%2025-12-312026-01-14 XOM EXXON MOBIL CORP46.8K shares-2.37%2025-12-312026-01-14 MO ALTRIA GROUP INC96.6K shares0.12%2025-12-312026-01-14 PFE PFIZER INC212.3K shares19.56%2025-12-312026-01-14 COP CONOCOPHILLIPS55.4K shares-2.80%2025-12-312026-01-14 QCOM QUALCOMM INC29.3K shares-2.25%2025-12-312026-01-14 CVX CHEVRON CORP NEW32.8K shares-2.59%2025-12-312026-01-14 SO SOUTHERN CO56.4K shares-1.97%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC114.5K shares-3.55%2025-12-312026-01-14 ARCC ARES CAPITAL CORP230.4K shares-2.71%2025-12-312026-01-14 WY WEYERHAEUSER CO MTN BE192.6K sharesnew addition2025-12-312026-01-14 O REALTY INCOME CORP70.4K shares-1.68%2025-12-312026-01-14 PEP PEPSICO INC26.9K shares-2.39%2025-12-312026-01-14 ALPHABET INC ALPHABET INC12.5K shares-1.77%2025-12-312026-01-14 ASML ASML HOLDING N V3.0K shares-1.80%2025-12-312026-01-14 ET ENERGY TRANSFER L P157.9K shares-1.05%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR719 shares7.96%2025-12-312026-01-14 PGR PROGRESSIVE CORP1.6K shares0.00%2025-12-312026-01-14 SVC SERVICE PPTYS TR193.8K shares-19.37%2025-12-312026-01-14 KO COCA COLA CO4.3K shares-5.37%2025-12-312026-01-14 CAT CATERPILLAR INC500 shares0.00%2025-12-312026-01-14 SDY SPDR SERIES TRUST1.9K shares-11.01%2025-12-312026-01-14 QTEC FIRST TR EXCHANGE-TRADED FD992 shares-0.10%2025-12-312026-01-14 IWF ISHARES TR460 shares-9.80%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available