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Baugh & Associates, LLC Q4 2022 vs. Q1 2023: Analyzing Changes in Top Holdings

Ava Hoppe | 14 May, 2023

Baugh & Associates, LLC recently released its Form 13F for Q1 2023, revealing the firm's top holdings. By comparing its Q4 2022 and Q1 2023 13F filings, we can gain insights into Baugh & Associates' investment strategy and identify any significant changes in its portfolio.

As of Q1 2023, Baugh & Associates' top five holdings were Microsoft, Apple, Lowe's, AbbVie, and NextEra Energy. The firm increased its holdings in Microsoft by 1.2%, while reducing its stakes in Apple (-1.9%), Lowe's (-0.3%), and AbbVie (-1.8%). Notably, the firm decreased its position in NextEra Energy by 8.1%.

Microsoft remained the top holding for the firm, with 44,887 shares worth $13.2 million. In Q1 2023, Baugh & Associates decreased its holdings in Apple and Lowe's by around 1.9%, but the value of its stakes in Apple increased from $9.65 million to $12.2 million.

Despite reducing its holdings in NextEra Energy, Baugh & Associates maintained a respectable position in the firm, owning 85,054 shares worth $6.7 million. The firm's reduced position in AbbVie could signal a lack of confidence in the pharmaceutical company, as its stocks have struggled in recent months due to the COVID-19 pandemic.

Baugh & Associates increased its holdings in Qualcomm by 15.2%, owning 23,516 shares worth $3.1 million. The firm also bought shares in Exchange Listed FDS TR and SPDR SER TR, owning 72,535 shares worth $1.5 million and 4,260 shares worth $527,000, respectively.

In contrast, the firm sold all of its holdings in iShares TR and INVESCO QQQ TR but added stakes in Intel and Progressive Corp.

It's worth noting that Baugh & Associates did not hold any shares of iShares TR in Q4 2022, but its Q1 2023 13F filing shows that it now owns 1,589 shares worth $241,000. Additionally, the firm did not hold any shares in INVESCO QQQ TR in Q4 2022, but it now owns 635 shares worth $203,000.

Overall, Baugh & Associates' investment strategy focuses on technology and energy companies. Tech stocks like Microsoft, Apple, and Qualcomm remain consistent favorites, while energy companies like NextEra Energy and ConocoPhillips are decreasing in popularity.

In conclusion, investors can gain valuable insights by analyzing 13F filings of investment firms. By understanding Baugh & Associates' top holdings and any changes in its portfolio, investors can make more informed decisions about their investments.

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