Allred Capital Management as of June 30, 2019
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 178 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.5 | $9.7M | 71k | 136.57 | |
Stryker Corporation (SYK) | 4.2 | $7.3M | 36k | 205.78 | |
Ishares Tr usa min vo (USMV) | 4.2 | $7.3M | 117k | 62.45 | |
Vanguard Dividend Appreciation ETF (VIG) | 3.9 | $6.8M | 59k | 116.24 | |
Johnson & Johnson (JNJ) | 2.8 | $5.0M | 36k | 140.00 | |
Westwood Holdings (WHG) | 2.1 | $3.6M | 105k | 34.33 | |
Exxon Mobil Corporation (XOM) | 2.0 | $3.6M | 47k | 75.70 | |
iShares S&P 500 Growth Index (IVW) | 2.0 | $3.5M | 19k | 181.60 | |
3M Company (MMM) | 2.0 | $3.5M | 20k | 174.00 | |
Berkshire Hathaway (BRK.B) | 1.8 | $3.1M | 15k | 214.51 | |
Apple (AAPL) | 1.6 | $2.8M | 14k | 202.67 | |
Tyler Technologies (TYL) | 1.5 | $2.7M | 12k | 220.00 | |
Coca-Cola Company (KO) | 1.5 | $2.6M | 49k | 51.96 | |
United Technologies Corporation | 1.4 | $2.4M | 19k | 131.93 | |
Chevron Corporation (CVX) | 1.3 | $2.2M | 18k | 122.89 | |
Walt Disney Company (DIS) | 1.2 | $2.2M | 15k | 142.53 | |
Merck & Co (MRK) | 1.2 | $2.1M | 24k | 85.46 | |
Intel Corporation (INTC) | 1.2 | $2.0M | 43k | 48.11 | |
Pepsi (PEP) | 1.2 | $2.0M | 15k | 132.43 | |
Verizon Communications (VZ) | 1.1 | $1.9M | 34k | 58.13 | |
Procter & Gamble Company (PG) | 1.1 | $1.9M | 17k | 111.43 | |
Amazon (AMZN) | 1.1 | $1.9M | 992.00 | 1933.47 | |
Vanguard S&p 500 Etf idx (VOO) | 1.1 | $1.9M | 7.0k | 272.10 | |
Kratos Defense & Security Solutions (KTOS) | 1.1 | $1.8M | 78k | 23.79 | |
Union Pacific Corporation (UNP) | 1.0 | $1.8M | 11k | 171.20 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 1.0 | $1.8M | 32k | 55.64 | |
At&t (T) | 1.0 | $1.8M | 53k | 33.83 | |
Duke Energy (DUK) | 1.0 | $1.8M | 20k | 89.11 | |
Wal-Mart Stores (WMT) | 0.9 | $1.7M | 15k | 111.54 | |
Boeing Company (BA) | 0.9 | $1.6M | 4.5k | 353.98 | |
Health Care SPDR (XLV) | 0.9 | $1.6M | 17k | 93.58 | |
Home Depot (HD) | 0.9 | $1.5M | 7.3k | 210.10 | |
Technology SPDR (XLK) | 0.8 | $1.5M | 19k | 79.46 | |
Emerson Electric (EMR) | 0.8 | $1.4M | 22k | 66.26 | |
Southern Company (SO) | 0.8 | $1.4M | 25k | 55.85 | |
Costco Wholesale Corporation (COST) | 0.8 | $1.4M | 5.1k | 265.40 | |
Honeywell International (HON) | 0.8 | $1.3M | 7.5k | 176.56 | |
Cme (CME) | 0.7 | $1.3M | 6.4k | 199.75 | |
Automatic Data Processing (ADP) | 0.7 | $1.3M | 7.9k | 161.91 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | 11k | 113.72 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.7 | $1.2M | 40k | 29.14 | |
Colgate-Palmolive Company (CL) | 0.7 | $1.2M | 16k | 72.70 | |
Pfizer (PFE) | 0.6 | $1.1M | 24k | 44.22 | |
Oracle Corporation (ORCL) | 0.6 | $1.1M | 18k | 58.40 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.6 | $1.1M | 13k | 84.54 | |
iShares Lehman Short Treasury Bond (SHV) | 0.6 | $1.1M | 9.6k | 110.44 | |
Cisco Systems (CSCO) | 0.6 | $1.0M | 18k | 55.71 | |
Philip Morris International (PM) | 0.6 | $1.0M | 13k | 79.73 | |
Enterprise Products Partners (EPD) | 0.6 | $1.0M | 35k | 29.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.0M | 901.00 | 1110.99 | |
Allstate Corporation (ALL) | 0.6 | $972k | 9.4k | 103.18 | |
Marsh & McLennan Companies (MMC) | 0.6 | $967k | 9.5k | 102.00 | |
Facebook Inc cl a (META) | 0.6 | $965k | 5.0k | 194.95 | |
Amgen (AMGN) | 0.5 | $946k | 5.1k | 186.44 | |
Consumer Discretionary SPDR (XLY) | 0.5 | $956k | 7.9k | 120.43 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $914k | 16k | 58.87 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $870k | 5.4k | 159.84 | |
General Dynamics Corporation (GD) | 0.5 | $854k | 4.7k | 183.38 | |
iShares S&P MidCap 400 Index (IJH) | 0.5 | $847k | 4.4k | 194.22 | |
Vanguard Value ETF (VTV) | 0.5 | $817k | 7.3k | 111.76 | |
Abbvie (ABBV) | 0.5 | $821k | 11k | 74.17 | |
Lowe's Companies (LOW) | 0.4 | $771k | 7.5k | 102.66 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.4 | $768k | 5.1k | 150.59 | |
Schlumberger (SLB) | 0.4 | $762k | 20k | 39.16 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $752k | 677.00 | 1110.78 | |
Comcast Corporation (CMCSA) | 0.4 | $737k | 17k | 42.86 | |
Genuine Parts Company (GPC) | 0.4 | $736k | 7.0k | 104.59 | |
Constellation Brands (STZ) | 0.4 | $738k | 3.7k | 198.60 | |
McDonald's Corporation (MCD) | 0.4 | $712k | 3.4k | 209.35 | |
United Parcel Service (UPS) | 0.4 | $722k | 7.1k | 101.99 | |
Lockheed Martin Corporation (LMT) | 0.4 | $703k | 1.9k | 367.10 | |
Wells Fargo & Company (WFC) | 0.4 | $677k | 14k | 47.19 | |
salesforce (CRM) | 0.4 | $692k | 4.5k | 153.98 | |
Atmos Energy Corporation (ATO) | 0.4 | $689k | 6.5k | 106.41 | |
Consolidated Edison (ED) | 0.4 | $660k | 7.5k | 88.32 | |
iShares Russell 1000 Value Index (IWD) | 0.4 | $673k | 5.3k | 128.19 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.4 | $671k | 5.6k | 120.55 | |
Altria (MO) | 0.4 | $652k | 13k | 48.59 | |
Netflix (NFLX) | 0.4 | $656k | 1.7k | 375.29 | |
Abbott Laboratories (ABT) | 0.4 | $631k | 7.4k | 84.87 | |
UnitedHealth (UNH) | 0.4 | $640k | 2.6k | 243.53 | |
Southwest Airlines (LUV) | 0.3 | $622k | 12k | 51.41 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $608k | 7.3k | 83.01 | |
Industrial SPDR (XLI) | 0.3 | $589k | 7.6k | 77.33 | |
BP (BP) | 0.3 | $567k | 14k | 41.86 | |
First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.3 | $557k | 11k | 51.67 | |
International Business Machines (IBM) | 0.3 | $550k | 3.9k | 139.98 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $544k | 4.0k | 136.14 | |
Servicenow (NOW) | 0.3 | $543k | 1.9k | 287.61 | |
RPM International (RPM) | 0.3 | $522k | 8.5k | 61.40 | |
Financial Select Sector SPDR (XLF) | 0.3 | $535k | 19k | 27.85 | |
Dupont De Nemours (DD) | 0.3 | $522k | 7.0k | 74.86 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $501k | 3.0k | 168.35 | |
Hilltop Holdings (HTH) | 0.3 | $496k | 24k | 21.08 | |
Vanguard Growth ETF (VUG) | 0.3 | $483k | 2.9k | 165.58 | |
Paypal Holdings (PYPL) | 0.3 | $493k | 4.3k | 115.95 | |
Arthur J. Gallagher & Co. (AJG) | 0.3 | $478k | 5.3k | 90.22 | |
General Electric Company | 0.3 | $469k | 44k | 10.60 | |
Bristol Myers Squibb (BMY) | 0.3 | $476k | 10k | 46.60 | |
Diageo (DEO) | 0.3 | $480k | 2.8k | 173.47 | |
Raymond James Financial (RJF) | 0.3 | $465k | 5.5k | 84.47 | |
American Express Company (AXP) | 0.3 | $458k | 3.7k | 125.00 | |
Dover Corporation (DOV) | 0.3 | $462k | 4.5k | 102.08 | |
Visa (V) | 0.2 | $441k | 2.5k | 175.21 | |
Walgreen Boots Alliance (WBA) | 0.2 | $438k | 8.0k | 54.93 | |
Dominion Resources (D) | 0.2 | $413k | 5.3k | 77.36 | |
AFLAC Incorporated (AFL) | 0.2 | $423k | 7.5k | 56.17 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $417k | 8.1k | 51.40 | |
Bank of America Corporation (BAC) | 0.2 | $396k | 14k | 29.14 | |
CSX Corporation (CSX) | 0.2 | $398k | 5.1k | 78.27 | |
AmerisourceBergen (COR) | 0.2 | $401k | 4.7k | 85.30 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $396k | 3.3k | 118.81 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $412k | 17k | 24.01 | |
Broadcom (AVGO) | 0.2 | $405k | 1.4k | 295.62 | |
Novartis (NVS) | 0.2 | $378k | 4.1k | 92.06 | |
Clorox Company (CLX) | 0.2 | $381k | 2.5k | 154.00 | |
WD-40 Company (WDFC) | 0.2 | $392k | 2.5k | 158.83 | |
NVIDIA Corporation (NVDA) | 0.2 | $373k | 2.3k | 162.53 | |
Welltower Inc Com reit (WELL) | 0.2 | $371k | 4.4k | 84.01 | |
Chubb (CB) | 0.2 | $368k | 2.5k | 148.33 | |
Dow (DOW) | 0.2 | $365k | 7.4k | 49.34 | |
Prudential Financial (PRU) | 0.2 | $359k | 3.6k | 100.96 | |
Energy Select Sector SPDR (XLE) | 0.2 | $345k | 5.5k | 62.75 | |
PROS Holdings (PRO) | 0.2 | $356k | 5.5k | 65.02 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $359k | 3.6k | 99.67 | |
Nextera Energy (NEE) | 0.2 | $327k | 1.6k | 207.22 | |
Square Inc cl a (SQ) | 0.2 | $339k | 4.6k | 73.68 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $311k | 2.3k | 135.99 | |
GlaxoSmithKline | 0.2 | $313k | 7.6k | 40.92 | |
SPDR S&P Dividend (SDY) | 0.2 | $323k | 3.2k | 101.32 | |
Simmons First National Corporation (SFNC) | 0.2 | $319k | 14k | 23.17 | |
SYSCO Corporation (SYY) | 0.2 | $299k | 4.2k | 71.28 | |
Old Republic International Corporation (ORI) | 0.2 | $293k | 13k | 22.75 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $293k | 4.7k | 61.81 | |
Intercontinental Exchange (ICE) | 0.2 | $306k | 3.5k | 87.30 | |
Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.2 | $300k | 3.0k | 100.00 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.2 | $292k | 5.8k | 50.06 | |
Nasdaq Omx (NDAQ) | 0.2 | $285k | 2.9k | 99.34 | |
Laboratory Corp. of America Holdings | 0.2 | $276k | 1.6k | 175.80 | |
Enbridge (ENB) | 0.2 | $281k | 7.8k | 35.88 | |
Lindsay Corporation (LNN) | 0.2 | $286k | 3.5k | 81.81 | |
Magellan Midstream Partners | 0.2 | $284k | 4.4k | 63.95 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $280k | 2.5k | 111.64 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.2 | $277k | 9.6k | 28.76 | |
BlackRock (BLK) | 0.1 | $256k | 545.00 | 469.72 | |
Progressive Corporation (PGR) | 0.1 | $269k | 3.3k | 82.46 | |
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) | 0.1 | $262k | 8.3k | 31.49 | |
Mondelez Int (MDLZ) | 0.1 | $268k | 4.9k | 54.87 | |
Asml Holding (ASML) | 0.1 | $262k | 1.2k | 213.88 | |
Crown Castle Intl (CCI) | 0.1 | $270k | 2.0k | 133.20 | |
Spdr Ser Tr msci usa qual (QUS) | 0.1 | $271k | 3.1k | 86.86 | |
PPG Industries (PPG) | 0.1 | $249k | 2.1k | 117.90 | |
Starbucks Corporation (SBUX) | 0.1 | $243k | 2.9k | 85.17 | |
Newmont Mining Corporation (NEM) | 0.1 | $236k | 6.2k | 38.31 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $230k | 765.00 | 300.65 | |
Total (TTE) | 0.1 | $229k | 4.1k | 55.72 | |
Bce (BCE) | 0.1 | $223k | 4.9k | 45.93 | |
Unilever (UL) | 0.1 | $227k | 3.6k | 62.79 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $225k | 636.00 | 353.77 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $235k | 1.5k | 156.88 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $231k | 16k | 14.90 | |
Helios Technologies (HLIO) | 0.1 | $229k | 5.1k | 45.30 | |
Autodesk (ADSK) | 0.1 | $211k | 1.2k | 169.48 | |
Anadarko Petroleum Corporation | 0.1 | $214k | 3.0k | 70.70 | |
Biogen Idec (BIIB) | 0.1 | $210k | 891.00 | 235.69 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $207k | 4.1k | 50.75 | |
First Tr Exchange Traded Fd multi asset di (MDIV) | 0.1 | $210k | 11k | 18.51 | |
Sba Communications Corp (SBAC) | 0.1 | $207k | 902.00 | 229.49 | |
Qualcomm (QCOM) | 0.1 | $200k | 2.6k | 76.86 | |
Corteva (CTVA) | 0.1 | $200k | 6.9k | 28.97 | |
Regions Financial Corporation (RF) | 0.1 | $153k | 10k | 14.86 | |
Ford Motor Company (F) | 0.1 | $117k | 12k | 10.04 | |
ZIOPHARM Oncology | 0.1 | $116k | 22k | 5.40 | |
Clough Global Equity Fund closed-end fund (GLQ) | 0.1 | $131k | 10k | 12.96 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $53k | 13k | 4.10 | |
Athersys | 0.0 | $36k | 22k | 1.64 | |
Neos Therapeutics | 0.0 | $33k | 25k | 1.32 | |
Navidea Biopharmaceuticals (NAVB) | 0.0 | $11k | 19k | 0.57 |