Baugh & Associates, LLC Top Holdings and 13F Report (2025) About Baugh & Associates, LLCInvestment ActivityBaugh & Associates, LLC has $192.93 million in total holdings as of December 31, 2024.Baugh & Associates, LLC owns shares of 39 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 0.27% of the portfolio was sold this quarter.This quarter, Baugh & Associates, LLC has purchased 40 new stocks and bought additional shares in 11 stocks.Baugh & Associates, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $18,181,586Apple $17,021,047Costco Wholesale $10,173,346Home Depot $9,509,301Walmart $8,880,411 Largest Purchases this Quarter Pfizer 29,025 shares (about $742.98K)ConocoPhillips 6,956 shares (about $665.66K)Chevron 2,054 shares (about $286.53K)Verizon Communications 5,651 shares (about $217.94K)AbbVie 816 shares (about $140.30K) Largest Sales this Quarter Intel 2,718 shares (about $52.82K)SPDR S&P Dividend ETF 365 shares (about $46.93K)Service Properties Trust 17,786 shares (about $44.30K)Kenvue 1,430 shares (about $29.71K)PepsiCo 153 shares (about $22.33K) 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$18,181,586$21,886 ▲0.1%44,0309.4%Computer and TechnologyAAPLApple$17,021,047$8,229 ▼0.0%70,3298.8%Computer and TechnologyCOSTCostco Wholesale$10,173,346$2,669 ▼0.0%11,4335.3%Retail/WholesaleHDHome Depot$9,509,301$5,317 ▼-0.1%25,0394.9%Retail/WholesaleWMTWalmart$8,880,411$1,139 ▼0.0%101,3354.6%Retail/WholesaleLOWLowe's Companies$8,665,395$1,448 ▼0.0%35,9044.5%Retail/WholesaleMSMorgan Stanley$8,446,372$16,250 ▼-0.2%69,6514.4%FinanceJPMJPMorgan Chase & Co.$8,295,568$11,498 ▼-0.1%35,3534.3%FinanceABBVAbbVie$7,767,622$140,304 ▲1.8%45,1764.0%MedicalNEENextEra Energy$6,517,051$13,727 ▲0.2%94,4753.4%UtilitiesBACBank of America$6,284,718$962 ▼0.0%150,2493.3%FinanceABTAbbott Laboratories$6,160,084$2,057 ▼0.0%56,9053.2%MedicalTFCTruist Financial$5,667,120$3,136 ▲0.1%135,5372.9%FinanceARCCAres Capital$5,003,704$85 ▼0.0%236,3342.6%FinancePFEPfizer$4,970,289$742,978 ▲17.6%194,1682.6%MedicalVZVerizon Communications$4,939,045$217,939 ▲4.6%128,0662.6%Computer and TechnologySOSouthern$4,907,836$239 ▼0.0%61,4902.5%UtilitiesCVXChevron$4,902,140$286,531 ▲6.2%35,1412.5%Oils/EnergyMRKMerck & Co., Inc.$4,885,460$1,923 ▼0.0%50,8032.5%MedicalCOPConocoPhillips$4,769,383$665,660 ▲16.2%49,8392.5%Oils/EnergyMOAltria Group$4,533,282$101 ▼0.0%89,5502.3%Consumer StaplesJNJJohnson & Johnson$4,446,477$1,390 ▼0.0%31,9872.3%MedicalPEPPepsiCo$4,372,637$22,333 ▼-0.5%29,9562.3%Consumer StaplesORealty Income$4,053,338$1,237 ▼0.0%78,6652.1%FinanceQCOMQUALCOMM$3,975,993$148 ▼0.0%26,8222.1%Computer and TechnologyXOMExxon Mobil$3,968,795$4,141 ▼-0.1%38,3382.1%Oils/EnergyEMREmerson Electric$2,786,070$18,982 ▼-0.7%22,8971.4%Industrial ProductsINTCIntel$2,488,982$52,818 ▼-2.1%128,0831.3%Computer and TechnologyETEnergy Transfer$1,572,881$1,842 ▼-0.1%85,3960.8%Oils/EnergyKVUEKenvue$1,518,775$29,709 ▼-1.9%73,1040.8%Consumer StaplesSVCService Properties Trust$671,995$44,298 ▼-6.2%269,8100.3%FinanceQQQInvesco QQQ$398,452$5,527 ▲1.4%7930.2%FinancePGRProgressive$395,3560.0%1,6500.2%FinanceSPYSPDR S&P 500 ETF Trust$376,161$13,535 ▲3.7%6670.2%FinanceIBMInternational Business Machines$335,7300.0%1,5270.2%Computer and TechnologySDYSPDR S&P Dividend ETF$313,103$46,933 ▼-13.0%2,4350.2%ETFKOCoca-Cola$281,5940.0%4,5820.1%Consumer StaplesIWFiShares Russell 1000 Growth ETF$277,090$20,079 ▼-6.8%6900.1%ETFVUGVanguard Growth ETF$216,712$65,157 ▲43.0%7550.1%ETFCATCaterpillar$0$234,672 ▼-100.0%00.0%Industrial ProductsShowing 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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