Baugh & Associates, LLC Top Holdings and 13F Report (2025) About Baugh & Associates, LLCInvestment ActivityBaugh & Associates, LLC has $197.65 million in total holdings as of March 31, 2025.Baugh & Associates, LLC owns shares of 39 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Baugh & Associates, LLC has purchased 39 new stocks and bought additional shares in 14 stocks.Baugh & Associates, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $16,101,016Apple $14,908,699Costco Wholesale $10,348,725Home Depot $9,557,375AbbVie $9,062,369 Largest New Holdings this Quarter N07059210 - ASML $1,948,132 Holding872590104 - T-Mobile US $214,435 Holding Largest Purchases this Quarter Intel 90,289 shares (about $1.96M)ASML 3,118 shares (about $1.95M)Merck & Co., Inc. 10,094 shares (about $861.12K)QUALCOMM 5,542 shares (about $811.88K)Altria Group 13,539 shares (about $774.97K) Largest Sales this Quarter Apple 493 shares (about $105.25K)Costco Wholesale 92 shares (about $83.95K)Walmart 592 shares (about $50.06K)Realty Income 882 shares (about $48.96K)AbbVie 219 shares (about $44.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaugh & Associates, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$16,101,016$29,566 ▲0.2%44,1118.1%Computer and TechnologyAAPLApple$14,908,699$105,246 ▼-0.7%69,8367.5%Computer and TechnologyCOSTCostco Wholesale$10,348,725$83,951 ▼-0.8%11,3415.2%Retail/WholesaleHDHome Depot$9,557,375$719,680 ▲8.1%27,0784.8%Retail/WholesaleABBVAbbVie$9,062,369$44,146 ▼-0.5%44,9574.6%MedicalLOWLowe's Companies$8,540,649$488,671 ▲6.1%38,0834.3%Retail/WholesaleWMTWalmart$8,518,878$50,060 ▼-0.6%100,7434.3%Retail/WholesaleJPMJPMorgan Chase & Co.$8,421,071$23,169 ▼-0.3%35,2564.3%FinanceMSMorgan Stanley$7,749,571$41,500 ▼-0.5%69,2803.9%FinanceABTAbbott Laboratories$7,153,947$22,701 ▼-0.3%56,7253.6%MedicalNEENextEra Energy$6,409,094$46,002 ▲0.7%95,1583.2%UtilitiesBACBank of America$5,905,630$23,797 ▼-0.4%149,6463.0%FinanceMOAltria Group$5,900,806$774,971 ▲15.1%103,0893.0%Consumer StaplesCVXChevron$5,596,053$28,651 ▼-0.5%34,9622.8%EnergyVZVerizon Communications$5,527,025$25,232 ▼-0.5%127,4842.8%Computer and TechnologySOSouthern$5,447,118$354 ▼0.0%61,4862.8%UtilitiesTFCTruist Financial$5,321,888$20,101 ▼-0.4%135,0272.7%FinanceMRKMerck & Co., Inc.$5,195,127$861,120 ▲19.9%60,8972.6%MedicalJNJJohnson & Johnson$5,053,300$12,607 ▲0.3%32,0672.6%MedicalARCCAres Capital$5,022,653$2,974 ▲0.1%236,4742.5%FinanceCOPConocoPhillips$4,983,514$30,685 ▼-0.6%49,5342.5%EnergyINTCIntel$4,741,230$1,960,329 ▲70.5%218,3722.4%Computer and TechnologyQCOMQUALCOMM$4,741,173$811,877 ▲20.7%32,3642.4%Computer and TechnologyPFEPfizer$4,713,595$11,696 ▲0.2%194,6512.4%MedicalXOMExxon Mobil$4,342,729$15,346 ▼-0.4%38,2032.2%EnergyORealty Income$4,317,916$48,962 ▼-1.1%77,7832.2%FinancePEPPepsiCo$4,276,289$5,145 ▼-0.1%29,9202.2%Consumer StaplesEMREmerson Electric$2,431,048$16,892 ▼-0.7%22,7391.2%IndustrialsETEnergy Transfer$2,083,753$588,424 ▲39.4%119,0001.1%EnergyASMLASML$1,948,132$1,948,132 ▲New Holding3,1181.0%Computer and TechnologySVCService Properties Trust$679,179$5,950 ▼-0.9%267,4670.3%FinancePGRProgressive$445,741$21,226 ▼-4.5%1,5750.2%FinanceIBMInternational Business Machines$379,7600.0%1,5270.2%Computer and TechnologyQQQInvesco QQQ$365,944$461 ▲0.1%7940.2%FinanceSPYSPDR S&P 500 ETF Trust$356,793$1,612 ▼-0.4%6640.2%FinanceKOCoca-Cola$331,090$7,072 ▲2.2%4,6820.2%Consumer StaplesSDYSPDR S&P Dividend ETF$308,020$12,779 ▼-4.0%2,3380.2%ETFIWFiShares Russell 1000 Growth ETF$249,1520.0%6900.1%ETFTMUST-Mobile US$214,435$214,435 ▲New Holding8040.1%Computer and TechnologyKVUEKenvue$0$1,518,775 ▼-100.0%00.0%Consumer StaplesVUGVanguard Growth ETF$0$216,712 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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