0001085146-24-002914.txt : 20240712 0001085146-24-002914.hdr.sgml : 20240712 20240712144236 ACCESSION NUMBER: 0001085146-24-002914 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240712 DATE AS OF CHANGE: 20240712 EFFECTIVENESS DATE: 20240712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baugh & Associates, LLC CENTRAL INDEX KEY: 0001730818 ORGANIZATION NAME: IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18295 FILM NUMBER: 241114191 BUSINESS ADDRESS: STREET 1: 6065 ROSWELL ROAD, SUITE 980 CITY: ATLANTA STATE: GA ZIP: 30328 BUSINESS PHONE: 404-256-0268 MAIL ADDRESS: STREET 1: 6065 ROSWELL ROAD, SUITE 980 CITY: ATLANTA STATE: GA ZIP: 30328 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001730818 XXXXXXXX 06-30-2024 06-30-2024 false Baugh & Associates, LLC

6065 ROSWELL ROAD, SUITE 980 ATLANTA GA 30328

13F HOLDINGS REPORT 028-18295 000136342 801-64569 N Derek H. Baugh 404-256-0268 /s/Derek H. Baugh Atlanta GA 07-12-2024 0 39 192680741 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 5665589 52187 SH SOLE 0 0 52187 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 7903298 43970 SH SOLE 0 0 43970 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 4235740 89068 SH SOLE 0 0 89068 APPLE INC COM 037833100 BBG001S5N8V8 15255207 68521 SH SOLE 0 0 68521 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 5083064 233539 SH SOLE 0 0 233539 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5970909 141557 SH SOLE 0 0 141557 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 4307996 25812 SH SOLE 0 0 25812 COCA COLA CO COM 191216100 BBG001S5SMQ8 292272 4109 SH SOLE 0 0 4109 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 5053079 41814 SH SOLE 0 0 41814 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 10016282 11434 SH SOLE 0 0 11434 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 2668736 23736 SH SOLE 0 0 23736 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 1368027 78697 SH SOLE 0 0 78697 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 4561285 37939 SH SOLE 0 0 37939 HOME DEPOT INC COM 437076102 BBG001S5RTW7 8874898 24594 SH SOLE 0 0 24594 INTEL CORP COM 458140100 BBG001S5SF65 4173355 128756 SH SOLE 0 0 128756 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 264134 1219 SH SOLE 0 0 1219 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 368147 650 SH SOLE 0 0 650 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 287963 790 SH SOLE 0 0 790 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4841721 30983 SH SOLE 0 0 30983 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 7401327 34887 SH SOLE 0 0 34887 KENVUE INC COM 49177J102 BBG01C79X614 1407823 75324 SH SOLE 0 0 75324 LOWES COS INC COM 548661107 BBG001S5SVL3 8180829 35688 SH SOLE 0 0 35688 MERCK & CO INC COM 58933Y105 BBG001S5TC52 5991422 46282 SH SOLE 0 0 46282 MICROSOFT CORP COM 594918104 BBG001S5TD05 20213508 43935 SH SOLE 0 0 43935 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 7029073 69156 SH SOLE 0 0 69156 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 6876784 91970 SH SOLE 0 0 91970 PEPSICO INC COM 713448108 BBG001S695T1 5142353 29659 SH SOLE 0 0 29659 PFIZER INC COM 717081103 BBG001S5V466 4788161 164146 SH SOLE 0 0 164146 PROGRESSIVE CORP COM 743315103 BBG001S5V509 353107 1700 SH SOLE 0 0 1700 QUALCOMM INC COM 747525103 BBG001S6VS70 4655833 22977 SH SOLE 0 0 22977 REALTY INCOME CORP COM 756109104 BBG001S884K0 4299495 77510 SH SOLE 0 0 77510 SERVICE PPTYS TR COM SH BEN INT 81761L102 BBG001S81XC2 1540278 293803 SH SOLE 0 0 293803 SOUTHERN CO COM 842587107 BBG001S5W777 4933923 61283 SH SOLE 0 0 61283 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 203508 384 SH SOLE 0 0 384 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 349838 538 SH SOLE 0 0 538 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 419719 3030 SH SOLE 0 0 3030 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 5388767 133379 SH SOLE 0 0 133379 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 5209767 122570 SH SOLE 0 0 122570 WALMART INC COM 931142103 BBG001S5XH92 7103524 100849 SH SOLE 0 0 100849