Baugh & Associates, LLC Reduced Holdings in Q4 2024

Baugh & Associates, LLC

  • $198 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.02%
$244.52 - $284.07 $1.47K - $1.7K
35.9K $8.86M
O
Realty Income Corp

Real Estate
-24
- 0.03%
$51.76 - $64.71 $1.24K - $1.55K
78.7K $4.2M
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.04%
$96.31 - $114.76 $1.93K - $2.3K
50.8K $5.05M
SVC
Service Properties Trust

Real Estate
-17.8K
- 6.18%
$2.33 - $4.92 $41.4K - $87.5K
270K $685K
PEP
Pepsico Inc

Consumer Defensive
-153
- 0.51%
$151.29 - $176.1 $23.1K - $26.9K
30K $4.56M
JNJ
Johnson & Johnson

Healthcare
-10
- 0.03%
$143.34 - $165.86 $1.43K - $1.66K
32K $4.63M
INTC
Intel Corp

Technology
-2.72K
- 2.08%
$19.07 - $26.23 $51.8K - $71.3K
128K $2.57M
SO
Southern CO

Utilities
-3
- -0.0%
$81.5 - $94.15 $245 - $282
61.5K $5.06M
QCOM
Qualcomm Inc

Technology
-1
- -0.0%
$150.4 - $178.04 $150 - $178
26.8K $4.12M
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 0.06%
$385.02 - $431.37 $5.39K - $6.04K
25K $9.74M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-365
- 13.04%
$131.66 - $144.0 $48.1K - $52.6K
2.44K $321K
ABT
Abbott Laboratories

Healthcare
-19
- 0.03%
$111.93 - $119.39 $2.13K - $2.27K
56.9K $6.44M
Kenvue Inc
-1.43K
- 1.92%
N/A
73.1K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 6.76%
$370.24 - $418.94 $18.5K - $20.9K
690 $277K
MO
Altria Group, Inc.

Consumer Defensive
-2
- -0.0%
$49.06 - $57.74 $98.1 - $115
89.6K $4.68M
ARCC
Ares Capital Corp

Financial Services
-4
- -0.0%
$20.74 - $22.27 $83 - $89.1
236K $5.17M
ET
Energy Transfer LP

Energy
-100
- 0.12%
$16.05 - $19.86 $1.61K - $1.99K
85.4K $1.67M
EMR
Emerson Electric CO

Industrials
-156
- 0.68%
$108.13 - $134.33 $16.9K - $21K
22.9K $2.84M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.03%
$873.59 - $994.69 $2.62K - $2.98K
11.4K $10.5M
BAC
Bank Of America Corp

Financial Services
-23
- 0.02%
$39.22 - $47.77 $902 - $1.1K
150K $6.6M
WMT
Walmart Inc.

Consumer Defensive
-13
- 0.01%
$79.1 - $95.7 $1.03K - $1.24K
101K $9.16M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 0.14%
$205.18 - $250.29 $10.1K - $12.3K
35.4K $8.47M
AAPL
Apple Inc.

Technology
-34
- 0.05%
$221.69 - $259.02 $7.54K - $8.81K
70.3K $17.6M
MS
Morgan Stanley

Financial Services
-134
- 0.19%
$104.42 - $134.99 $14K - $18.1K
69.7K $8.76M
Activity Summary
Buys All Purchases 11 New Holdings 0 Increased Positions 11 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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