0001085146-24-005244.txt : 20241031 0001085146-24-005244.hdr.sgml : 20241031 20241031103736 ACCESSION NUMBER: 0001085146-24-005244 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241031 DATE AS OF CHANGE: 20241031 EFFECTIVENESS DATE: 20241031 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: 241412930 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 09-30-2024 09-30-2024 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 10-31-2024 0 40 194212285 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 6223806 56924 SH SOLE 0 0 56924 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 8533506 44360 SH SOLE 0 0 44360 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 4430068 89552 SH SOLE 0 0 89552 APPLE INC COM 037833100 BBG001S5N8V8 15828622 70363 SH SOLE 0 0 70363 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 4767368 236338 SH SOLE 0 0 236338 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5662336 150272 SH SOLE 0 0 150272 CATERPILLAR INC COM 149123101 BBG001S5PJ06 234672 600 SH SOLE 0 0 600 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 4663305 33087 SH SOLE 0 0 33087 COCA COLA CO COM 191216100 BBG001S5SMQ8 295273 4582 SH SOLE 0 0 4582 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 4354276 42883 SH SOLE 0 0 42883 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 9863422 11436 SH SOLE 0 0 11436 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 2474934 23053 SH SOLE 0 0 23053 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 1290259 85496 SH SOLE 0 0 85496 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 4334796 38378 SH SOLE 0 0 38378 HOME DEPOT INC COM 437076102 BBG001S5RTW7 9848791 25053 SH SOLE 0 0 25053 INTEL CORP COM 458140100 BBG001S5SF65 2959291 130801 SH SOLE 0 0 130801 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 269497 1527 SH SOLE 0 0 1527 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 317263 782 SH SOLE 0 0 782 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 277781 740 SH SOLE 0 0 740 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4937521 31997 SH SOLE 0 0 31997 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 7242292 35402 SH SOLE 0 0 35402 KENVUE INC COM 49177J102 BBG01C79X614 1680071 74534 SH SOLE 0 0 74534 LOWES COS INC COM 548661107 BBG001S5SVL3 9511710 35910 SH SOLE 0 0 35910 MERCK & CO INC COM 58933Y105 BBG001S5TC52 5531962 50823 SH SOLE 0 0 50823 MICROSOFT CORP COM 594918104 BBG001S5TD05 18479233 43977 SH SOLE 0 0 43977 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 7027652 69785 SH SOLE 0 0 69785 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 7638300 94276 SH SOLE 0 0 94276 PEPSICO INC COM 713448108 BBG001S695T1 4894719 30109 SH SOLE 0 0 30109 PFIZER INC COM 717081103 BBG001S5V466 4601055 165143 SH SOLE 0 0 165143 PROGRESSIVE CORP COM 743315103 BBG001S5V509 418704 1650 SH SOLE 0 0 1650 QUALCOMM INC COM 747525103 BBG001S6VS70 4418409 26823 SH SOLE 0 0 26823 REALTY INCOME CORP COM 756109104 BBG001S884K0 4814529 78689 SH SOLE 0 0 78689 SERVICE PPTYS TR COM SH BEN INT 81761L102 BBG001S81XC2 1287521 287596 SH SOLE 0 0 287596 SOUTHERN CO COM 842587107 BBG001S5W777 5384024 61493 SH SOLE 0 0 61493 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 308683 643 SH SOLE 0 0 643 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 359391 2800 SH SOLE 0 0 2800 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 5565831 135462 SH SOLE 0 0 135462 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 202715 528 SH SOLE 0 0 528 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 5337419 122415 SH SOLE 0 0 122415 WALMART INC COM 931142103 BBG001S5XH92 7941278 101348 SH SOLE 0 0 101348