Allred Capital Management as of Dec. 31, 2018
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 173 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.9 | $7.3M | 72k | 101.55 | |
Stryker Corporation (SYK) | 3.7 | $5.6M | 36k | 156.72 | |
Johnson & Johnson (JNJ) | 3.1 | $4.7M | 36k | 129.00 | |
Vanguard Dividend Appreciation ETF (VIG) | 3.1 | $4.7M | 48k | 97.85 | |
3M Company (MMM) | 2.6 | $3.8M | 20k | 190.51 | |
Westwood Holdings (WHG) | 2.4 | $3.6M | 105k | 34.00 | |
Exxon Mobil Corporation (XOM) | 2.1 | $3.2M | 47k | 68.18 | |
Berkshire Hathaway (BRK.B) | 2.0 | $3.0M | 15k | 204.12 | |
Tyler Technologies (TYL) | 2.0 | $3.0M | 16k | 185.79 | |
Ishares Tr usa min vo (USMV) | 1.9 | $2.8M | 54k | 52.39 | |
Apple (AAPL) | 1.6 | $2.4M | 16k | 157.67 | |
iShares S&P 500 Growth Index (IVW) | 1.6 | $2.4M | 16k | 150.41 | |
Coca-Cola Company (KO) | 1.6 | $2.3M | 50k | 47.33 | |
Intel Corporation (INTC) | 1.4 | $2.0M | 44k | 46.91 | |
United Technologies Corporation | 1.3 | $2.0M | 19k | 106.41 | |
Verizon Communications (VZ) | 1.3 | $2.0M | 35k | 56.21 | |
Chevron Corporation (CVX) | 1.3 | $1.9M | 18k | 108.75 | |
Merck & Co (MRK) | 1.3 | $1.9M | 25k | 76.38 | |
At&t (T) | 1.2 | $1.8M | 62k | 28.53 | |
Duke Energy (DUK) | 1.2 | $1.8M | 20k | 86.30 | |
Pepsi (PEP) | 1.1 | $1.7M | 15k | 110.46 | |
Procter & Gamble Company (PG) | 1.1 | $1.7M | 18k | 91.86 | |
Walt Disney Company (DIS) | 1.1 | $1.6M | 15k | 109.59 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 1.1 | $1.6M | 34k | 46.54 | |
Amazon (AMZN) | 1.1 | $1.6M | 1.0k | 1500.00 | |
Union Pacific Corporation (UNP) | 1.0 | $1.5M | 11k | 138.22 | |
Boeing Company (BA) | 1.0 | $1.5M | 4.6k | 322.37 | |
Wal-Mart Stores (WMT) | 0.9 | $1.4M | 15k | 93.10 | |
Health Care SPDR (XLV) | 0.9 | $1.4M | 16k | 86.47 | |
Emerson Electric (EMR) | 0.9 | $1.4M | 23k | 59.71 | |
Kratos Defense & Security Solutions (KTOS) | 0.9 | $1.3M | 92k | 14.08 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.8 | $1.3M | 15k | 83.58 | |
Dowdupont | 0.8 | $1.2M | 23k | 53.45 | |
Cme (CME) | 0.8 | $1.2M | 6.5k | 188.00 | |
Home Depot (HD) | 0.8 | $1.2M | 6.9k | 171.80 | |
Vanguard S&p 500 Etf idx (VOO) | 0.8 | $1.1M | 5.0k | 229.69 | |
Pfizer (PFE) | 0.7 | $1.1M | 25k | 43.61 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 11k | 97.54 | |
Abbvie (ABBV) | 0.7 | $1.1M | 12k | 92.12 | |
Automatic Data Processing (ADP) | 0.7 | $1.0M | 8.0k | 131.00 | |
Southern Company (SO) | 0.7 | $1.1M | 24k | 43.91 | |
Pacer Fds Tr (PTMC) | 0.7 | $1.1M | 34k | 30.83 | |
Honeywell International (HON) | 0.7 | $1.0M | 7.8k | 131.98 | |
Costco Wholesale Corporation (COST) | 0.7 | $1.0M | 5.0k | 203.70 | |
Technology SPDR (XLK) | 0.7 | $1.0M | 16k | 61.96 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.7 | $1.0M | 36k | 27.85 | |
Amgen (AMGN) | 0.7 | $994k | 5.1k | 194.25 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $957k | 916.00 | 1044.76 | |
Colgate-Palmolive Company (CL) | 0.6 | $947k | 16k | 59.51 | |
Pacer Fds Tr trendp 750 etf (PTLC) | 0.6 | $936k | 33k | 28.76 | |
Facebook Inc cl a (META) | 0.6 | $892k | 6.8k | 130.95 | |
Cisco Systems (CSCO) | 0.6 | $854k | 20k | 43.22 | |
Wells Fargo & Company (WFC) | 0.5 | $810k | 18k | 46.03 | |
Philip Morris International (PM) | 0.5 | $806k | 12k | 66.73 | |
Oracle Corporation (ORCL) | 0.5 | $804k | 18k | 45.06 | |
Vanguard Value ETF (VTV) | 0.5 | $808k | 8.3k | 97.89 | |
Allstate Corporation (ALL) | 0.5 | $795k | 9.6k | 82.61 | |
General Dynamics Corporation (GD) | 0.5 | $786k | 5.0k | 157.04 | |
iShares Lehman Short Treasury Bond (SHV) | 0.5 | $799k | 7.3k | 110.19 | |
Marsh & McLennan Companies (MMC) | 0.5 | $776k | 9.7k | 79.68 | |
Enterprise Products Partners (EPD) | 0.5 | $772k | 31k | 24.59 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $768k | 742.00 | 1035.04 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $734k | 5.6k | 130.86 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $725k | 14k | 50.72 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.5 | $714k | 7.1k | 100.22 | |
Altria (MO) | 0.5 | $681k | 14k | 49.35 | |
Lowe's Companies (LOW) | 0.5 | $694k | 7.5k | 92.27 | |
United Parcel Service (UPS) | 0.5 | $675k | 6.9k | 97.39 | |
Genuine Parts Company (GPC) | 0.5 | $672k | 7.0k | 96.00 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $653k | 14k | 45.51 | |
Pacer Fds Tr trendp 100 etf (PTNQ) | 0.4 | $646k | 20k | 32.65 | |
McDonald's Corporation (MCD) | 0.4 | $624k | 3.5k | 177.32 | |
UnitedHealth (UNH) | 0.4 | $628k | 2.5k | 248.61 | |
salesforce (CRM) | 0.4 | $626k | 4.6k | 136.59 | |
Consumer Discretionary SPDR (XLY) | 0.4 | $634k | 6.4k | 98.88 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.4 | $624k | 5.2k | 119.52 | |
Consolidated Edison (ED) | 0.4 | $609k | 8.0k | 76.43 | |
Raymond James Financial (RJF) | 0.4 | $614k | 8.3k | 74.37 | |
Constellation Brands (STZ) | 0.4 | $598k | 3.7k | 160.62 | |
Atmos Energy Corporation (ATO) | 0.4 | $600k | 6.5k | 92.66 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.4 | $598k | 11k | 54.95 | |
Comcast Corporation (CMCSA) | 0.4 | $590k | 17k | 34.02 | |
Southwest Airlines (LUV) | 0.4 | $578k | 12k | 46.44 | |
iShares Russell 1000 Value Index (IWD) | 0.4 | $538k | 4.8k | 111.04 | |
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) | 0.4 | $544k | 17k | 31.68 | |
Walgreen Boots Alliance (WBA) | 0.4 | $542k | 7.9k | 68.28 | |
First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.4 | $544k | 11k | 50.98 | |
Abbott Laboratories (ABT) | 0.3 | $523k | 7.2k | 72.18 | |
Bristol Myers Squibb (BMY) | 0.3 | $518k | 10k | 51.96 | |
Biogen Idec (BIIB) | 0.3 | $526k | 1.8k | 299.54 | |
Netflix (NFLX) | 0.3 | $519k | 1.9k | 267.39 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $512k | 3.1k | 165.86 | |
RPM International (RPM) | 0.3 | $499k | 8.5k | 58.72 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.3 | $472k | 19k | 25.34 | |
WD-40 Company (WDFC) | 0.3 | $452k | 2.5k | 183.14 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $455k | 4.0k | 114.67 | |
Arthur J. Gallagher & Co. (AJG) | 0.3 | $437k | 5.9k | 73.67 | |
Lockheed Martin Corporation (LMT) | 0.3 | $436k | 1.7k | 261.23 | |
International Business Machines (IBM) | 0.3 | $435k | 3.8k | 113.67 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $414k | 1.7k | 249.40 | |
Hilltop Holdings (HTH) | 0.3 | $419k | 24k | 17.82 | |
Financial Select Sector SPDR (XLF) | 0.3 | $414k | 17k | 23.80 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $413k | 4.6k | 89.07 | |
Industrial SPDR (XLI) | 0.3 | $403k | 6.3k | 64.32 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $410k | 3.0k | 138.09 | |
Bank of America Corporation (BAC) | 0.3 | $388k | 16k | 24.62 | |
Vanguard Growth ETF (VUG) | 0.3 | $383k | 2.9k | 133.87 | |
Dominion Resources (D) | 0.2 | $369k | 5.2k | 71.44 | |
AmerisourceBergen (COR) | 0.2 | $373k | 5.0k | 74.26 | |
Clorox Company (CLX) | 0.2 | $375k | 2.4k | 154.07 | |
Paypal Holdings (PYPL) | 0.2 | $372k | 4.4k | 83.78 | |
General Electric Company | 0.2 | $356k | 47k | 7.55 | |
Broadcom (AVGO) | 0.2 | $365k | 1.4k | 253.82 | |
AFLAC Incorporated (AFL) | 0.2 | $341k | 7.5k | 45.45 | |
Servicenow (NOW) | 0.2 | $349k | 2.0k | 178.06 | |
American Express Company (AXP) | 0.2 | $327k | 3.4k | 95.14 | |
Lindsay Corporation (LNN) | 0.2 | $335k | 3.5k | 96.13 | |
Simmons First National Corporation (SFNC) | 0.2 | $332k | 14k | 24.11 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $325k | 17k | 18.94 | |
Crown Castle Intl (CCI) | 0.2 | $323k | 3.0k | 108.35 | |
NVIDIA Corporation (NVDA) | 0.2 | $311k | 2.3k | 133.25 | |
Visa (V) | 0.2 | $311k | 2.4k | 131.78 | |
Dover Corporation (DOV) | 0.2 | $319k | 4.5k | 70.73 | |
Welltower Inc Com reit (WELL) | 0.2 | $307k | 4.4k | 69.35 | |
CSX Corporation (CSX) | 0.2 | $300k | 4.8k | 62.02 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.2 | $294k | 6.1k | 48.05 | |
Nextera Energy (NEE) | 0.2 | $277k | 1.6k | 173.34 | |
Vectren Corporation | 0.2 | $287k | 4.0k | 71.93 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $268k | 4.4k | 61.36 | |
Old Republic International Corporation (ORI) | 0.2 | $264k | 13k | 20.50 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.2 | $274k | 1.6k | 173.20 | |
WisdomTree DEFA (DWM) | 0.2 | $270k | 5.8k | 46.58 | |
Ishares Morningstar (IYLD) | 0.2 | $271k | 12k | 23.20 | |
Ishares Tr int dev mom fc (IMTM) | 0.2 | $267k | 10k | 25.59 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.2 | $276k | 5.4k | 50.99 | |
Prudential Financial (PRU) | 0.2 | $249k | 3.1k | 81.48 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $249k | 2.2k | 112.47 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $248k | 6.7k | 37.00 | |
Intercontinental Exchange (ICE) | 0.2 | $252k | 3.4k | 75.09 | |
Square Inc cl a (SQ) | 0.2 | $251k | 4.5k | 55.83 | |
Nasdaq Omx (NDAQ) | 0.2 | $232k | 2.8k | 81.43 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $234k | 2.1k | 113.54 | |
Energy Select Sector SPDR (XLE) | 0.2 | $244k | 4.3k | 57.30 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $234k | 2.2k | 106.36 | |
SPDR S&P Dividend (SDY) | 0.2 | $234k | 2.6k | 89.01 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $232k | 2.4k | 94.85 | |
Ishares Tr fltg rate nt (FLOT) | 0.2 | $243k | 4.8k | 50.27 | |
Alps Etf sectr div dogs (SDOG) | 0.2 | $243k | 6.2k | 38.99 | |
Sba Communications Corp (SBAC) | 0.2 | $239k | 1.5k | 161.49 | |
PPG Industries (PPG) | 0.1 | $227k | 2.2k | 102.02 | |
American Electric Power Company (AEP) | 0.1 | $221k | 3.0k | 74.71 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $217k | 1.6k | 131.67 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $231k | 5.6k | 41.15 | |
BlackRock (BLK) | 0.1 | $215k | 548.00 | 392.34 | |
Progressive Corporation (PGR) | 0.1 | $210k | 3.5k | 60.26 | |
FedEx Corporation (FDX) | 0.1 | $202k | 1.3k | 160.83 | |
Newmont Mining Corporation (NEM) | 0.1 | $211k | 6.1k | 34.59 | |
Laboratory Corp. of America Holdings | 0.1 | $205k | 1.6k | 126.08 | |
Magellan Midstream Partners | 0.1 | $214k | 3.8k | 57.02 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $208k | 16k | 13.42 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $210k | 7.0k | 30.12 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $205k | 4.4k | 46.81 | |
Ishares Inc ctr wld minvl (ACWV) | 0.1 | $207k | 2.6k | 80.99 | |
Mondelez Int (MDLZ) | 0.1 | $214k | 5.4k | 39.88 | |
Autodesk (ADSK) | 0.1 | $200k | 1.6k | 128.37 | |
Clough Global Equity Fund closed-end fund (GLQ) | 0.1 | $108k | 10k | 10.78 | |
Ford Motor Company (F) | 0.1 | $78k | 10k | 7.65 | |
Athersys | 0.1 | $74k | 52k | 1.44 | |
ZIOPHARM Oncology | 0.0 | $40k | 22k | 1.86 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $49k | 13k | 3.86 | |
Neos Therapeutics | 0.0 | $41k | 25k | 1.64 | |
Rite Aid Corporation | 0.0 | $31k | 44k | 0.70 | |
Neoprobe | 0.0 | $21k | 209k | 0.10 |