Baugh & Associates, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Baugh & Associates, LLC is a prominent financial firm known for its prowess in analyzing and making investment decisions. As the Q3 2023 13F filings have been released, it's time to dive into the numbers and see how Baugh & Associates' holdings have changed compared to the previous quarter. These holdings provide valuable insights into market trends and the firm's investment strategies.

Let's take a closer look at some of the significant changes in Baugh & Associates, LLC's holdings:

Microsoft Corp (MSFT):

In Q2 2023, Baugh & Associates held 45,506 shares of Microsoft Corp, with a value of $15,496,000. However, in Q3 2023, their holdings increased slightly to 45,912 shares, but the value decreased to $14,496,000.

Apple Inc (AAPL):

Baugh & Associates held 73,909 shares of Apple Inc in Q2 2023, valued at $14,336,000. In Q3 2023, their holdings remained almost the same at 73,815 shares, but the value decreased to $12,637,000.

Lowe's Companies Inc (LOW):

The firm also held shares of Lowe's Companies Inc during these quarters. In Q2 2023, they had 37,492 shares worth $8,461,000. But in Q3 2023, their holdings decreased slightly to 37,398 shares, with a value of $7,772,000.

These are just a few examples of the changes in Baugh & Associates, LLC's holdings. Looking at the overall comparison, we can observe a mix of ups and downs in various stocks. Some holdings have decreased, while others have increased, reflecting the firm's continuous evaluation of market conditions and their investment strategy.

It's essential to note that the percentage change (% Chg) column in the dataset indicates the change in holdings between the two quarters. This column helps us understand the intensity of the changes in Baugh & Associates' investment portfolio.

Maintaining a diversified portfolio is crucial for any investor, especially for firms like Baugh & Associates, LLC, as it reduces the risks associated with concentrating investments in specific sectors or companies. By periodically analyzing and adjusting their holdings, Baugh & Associates aims to optimize returns for their clients by staying ahead of the market.

The 13F filings provide valuable insights not just for Baugh & Associates, LLC but also for other investors and analysts in the financial industry. These reports act as a benchmark for evaluating the performance of funds, understanding market trends, and formulating investment strategies.

The holdings comparison between Q2 2023 and Q3 2023 for Baugh & Associates, LLC showcases a dynamic approach to investment management. As market conditions continue to evolve, it will be interesting to see how Baugh & Associates adjusts their holdings in the subsequent quarters.

Note: The data and information used in this article are for illustrative purposes only. Any investment decisions should be based on comprehensive research and analysis of individual stocks and market conditions.