- New Purchases: IWM, SPY,
- Added Positions: SVC, CVX, JPM, NEE, MRK, PEP, BAC, WMT, PFE, ABBV, SO,
- Reduced Positions: CAT, MDY,
- Sold Out: KHC,
For the details of Baugh & Associates, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/baugh+%26+associates%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Baugh & Associates, LLC- Microsoft Corp (MSFT) - 46,578 shares, 7.65% of the total portfolio. Shares reduced by 0.43%
- Apple Inc (AAPL) - 19,737 shares, 5.81% of the total portfolio. Shares reduced by 0.71%
- The Home Depot Inc (HD) - 24,657 shares, 4.98% of the total portfolio. Shares reduced by 0.17%
- NextEra Energy Inc (NEE) - 22,742 shares, 4.41% of the total portfolio. Shares added by 5.40%
- Lowe's Companies Inc (LOW) - 39,003 shares, 4.25% of the total portfolio. Shares reduced by 0.04%
Baugh & Associates, LLC initiated holding in iShares Russell 2000. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $139.07. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,577 shares as of .
New Purchase: SPDR S&P 500 (SPY)Baugh & Associates, LLC initiated holding in SPDR S&P 500. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $314.38. The impact to a portfolio due to this purchase was 0.17%. The holding were 679 shares as of .
Added: Service Properties Trust (SVC)Baugh & Associates, LLC added to a holding in Service Properties Trust by 205.21%. The purchase prices were between $4.59 and $13.07, with an estimated average price of $6.93. The stock is now traded at around $6.17. The impact to a portfolio due to this purchase was 1.56%. The holding were 405,569 shares as of .
Added: Chevron Corp (CVX)Baugh & Associates, LLC added to a holding in Chevron Corp by 30.23%. The purchase prices were between $68.56 and $103.24, with an estimated average price of $89.2. The stock is now traded at around $82.74. The impact to a portfolio due to this purchase was 0.55%. The holding were 33,010 shares as of .
Sold Out: The Kraft Heinz Co (KHC)Baugh & Associates, LLC sold out a holding in The Kraft Heinz Co. The sale prices were between $23.68 and $33.97, with an estimated average price of $29.92.
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