Baugh & Associates, LLC Reduced Holdings in Q1 2025

Baugh & Associates, LLC

  • $206 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-493
- 0.7%
$209.68 - $247.1 $103K - $122K
69.8K $15.5M
MS
Morgan Stanley

Financial Services
-371
- 0.53%
$111.68 - $141.08 $41.4K - $52.3K
69.3K $8.08M
BAC
Bank Of America Corp

Financial Services
-603
- 0.4%
$39.61 - $47.74 $23.9K - $28.8K
150K $6.24M
EMR
Emerson Electric CO

Industrials
-158
- 0.69%
$108.64 - $131.17 $17.2K - $20.7K
22.7K $2.49M
TFC
Truist Financial Corp

Financial Services
-510
- 0.38%
$39.48 - $48.15 $20.1K - $24.6K
135K $5.56M
WMT
Walmart Inc.

Consumer Defensive
-592
- 0.58%
$84.5 - $105.05 $50K - $62.2K
101K $8.84M
PEP
Pepsico Inc

Consumer Defensive
-36
- 0.12%
$142.64 - $156.42 $5.14K - $5.63K
29.9K $4.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.45%
$551.42 - $612.93 $1.65K - $1.84K
664 $371K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-97
- 3.98%
$128.74 - $138.67 $12.5K - $13.5K
2.34K $317K
SVC
Service Properties Trust

Real Estate
-2.34K
- 0.87%
$2.38 - $2.99 $5.58K - $7.01K
267K $698K
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 0.27%
$225.19 - $279.95 $21.8K - $27.2K
35.3K $8.65M
COST
Costco Wholesale Corp

Consumer Defensive
-92
- 0.8%
$890.62 - $1076.86 $81.9K - $99.1K
11.3K $10.7M
COP
Conocophillips

Energy
-305
- 0.61%
$88.6 - $105.85 $27K - $32.3K
49.5K $5.2M
O
Realty Income Corp

Real Estate
-882
- 1.12%
$51.67 - $58.49 $45.6K - $51.6K
77.8K $4.51M
XOM
Exxon Mobil Corp

Energy
-135
- 0.35%
$105.44 - $118.93 $14.2K - $16.1K
38.2K $4.54M
SO
Southern CO

Utilities
-4
- 0.01%
$80.96 - $92.96 $324 - $372
61.5K $5.65M
VZ
Verizon Communications Inc

Communication Services
-582
- 0.45%
$37.81 - $46.49 $22K - $27.1K
127K $5.78M
CVX
Chevron Corp

Energy
-179
- 0.51%
$146.71 - $167.97 $26.3K - $30.1K
35K $5.85M
ABT
Abbott Laboratories

Healthcare
-180
- 0.32%
$111.1 - $140.22 $20K - $25.2K
56.7K $7.52M
ABBV
Abb Vie Inc.

Healthcare
-219
- 0.48%
$169.2 - $216.66 $37.1K - $47.4K
45K $9.42M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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