$116 Million is the total value of Baugh & Associates, LLC's 41 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $1,655,000 | -22.0% | 27,695 | 0.0% | 1.43% | -15.9% | |
| IWM | ISHARES TRrussell 2000 etf | $229,000 | -20.5% | 1,707 | 0.0% | 0.20% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 9.3% |
| APPLE INC | 24 | Q3 2023 | 8.6% |
| HOME DEPOT INC | 24 | Q3 2023 | 5.5% |
| LOWES COS INC | 24 | Q3 2023 | 5.4% |
| NEXTERA ENERGY INC | 24 | Q3 2023 | 5.0% |
| ABBOTT LABS | 24 | Q3 2023 | 4.6% |
| ABBVIE INC | 24 | Q3 2023 | 5.0% |
| BK OF AMERICA CORP | 24 | Q3 2023 | 4.5% |
| MORGAN STANLEY | 24 | Q3 2023 | 4.2% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 3.6% |
View Baugh & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-14 |
View Baugh & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.