$103 Million is the total value of Baugh & Associates, LLC's 37 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,172 | -100.0% | -0.15% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,667 | -100.0% | -0.17% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,265 | -100.0% | -0.17% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -762 | -100.0% | -0.18% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,577 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-21
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.