Baugh & Associates, LLC Portfolio Holdings
Baugh & Associates, LLC
- $198 Million
- Q4 2024
Baugh & Associates, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.6M, Apple Inc. with a value of $17.6M, Costco Wholesale Corp with a value of $10.5M, Home Depot, Inc. with a value of $9.74M, and Walmart Inc. with a value of $9.16M.
Examining the 13F form we can see an decrease of $1.55M in the current position value, from $199M to 198M.
Below you can find more details about Baugh & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
Technology: $43.2 Million
Financial Services: $35.3 Million
Healthcare: $29.3 Million
Consumer Defensive: $29.2 Million
Consumer Cyclical: $18.6 Million
Energy: $15.8 Million
Utilities: $11.8 Million
Communication Services: $5.12 Million
Other: $9.43 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|