Allred Capital Management as of Sept. 30, 2019
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 163 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.8 | $9.5M | 69k | 137.06 | |
Ishares Tr usa min vo (USMV) | 5.3 | $8.6M | 136k | 63.56 | |
Stryker Corporation (SYK) | 4.5 | $7.3M | 35k | 212.70 | |
Vanguard Dividend Appreciation ETF (VIG) | 4.3 | $7.1M | 60k | 118.03 | |
Johnson & Johnson (JNJ) | 2.8 | $4.5M | 35k | 129.97 | |
iShares S&P 500 Growth Index (IVW) | 2.1 | $3.4M | 19k | 178.04 | |
Exxon Mobil Corporation (XOM) | 1.9 | $3.2M | 46k | 68.94 | |
Tyler Technologies (TYL) | 1.9 | $3.1M | 12k | 261.95 | |
Berkshire Hathaway (BRK.B) | 1.9 | $3.1M | 15k | 206.67 | |
3M Company (MMM) | 1.9 | $3.1M | 20k | 158.34 | |
Westwood Holdings (WHG) | 1.8 | $2.9M | 105k | 27.77 | |
Apple (AAPL) | 1.8 | $2.9M | 13k | 224.55 | |
Coca-Cola Company (KO) | 1.6 | $2.6M | 48k | 54.64 | |
United Technologies Corporation | 1.5 | $2.4M | 18k | 133.73 | |
Walt Disney Company (DIS) | 1.3 | $2.1M | 16k | 129.55 | |
Intel Corporation (INTC) | 1.3 | $2.1M | 42k | 50.75 | |
Pepsi (PEP) | 1.3 | $2.1M | 15k | 137.31 | |
Verizon Communications (VZ) | 1.3 | $2.1M | 35k | 59.82 | |
Procter & Gamble Company (PG) | 1.2 | $2.0M | 16k | 123.85 | |
Chevron Corporation (CVX) | 1.2 | $2.0M | 18k | 115.98 | |
Merck & Co (MRK) | 1.2 | $2.0M | 23k | 83.60 | |
Vanguard S&p 500 Etf idx (VOO) | 1.1 | $1.9M | 7.0k | 269.20 | |
Wal-Mart Stores (WMT) | 1.1 | $1.8M | 16k | 117.84 | |
At&t (T) | 1.1 | $1.7M | 47k | 37.40 | |
Boeing Company (BA) | 1.0 | $1.7M | 4.5k | 374.78 | |
Union Pacific Corporation (UNP) | 1.0 | $1.7M | 11k | 155.87 | |
Home Depot (HD) | 1.0 | $1.6M | 7.1k | 231.04 | |
Duke Energy (DUK) | 1.0 | $1.6M | 17k | 96.15 | |
Costco Wholesale Corporation (COST) | 0.9 | $1.4M | 5.0k | 283.84 | |
Amazon (AMZN) | 0.9 | $1.4M | 828.00 | 1735.51 | |
Health Care SPDR (XLV) | 0.9 | $1.4M | 16k | 89.21 | |
Emerson Electric (EMR) | 0.8 | $1.4M | 21k | 65.21 | |
Technology SPDR (XLK) | 0.8 | $1.4M | 17k | 79.76 | |
Cme (CME) | 0.8 | $1.3M | 6.4k | 210.72 | |
Kratos Defense & Security Solutions (KTOS) | 0.8 | $1.3M | 76k | 17.09 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.8 | $1.3M | 23k | 57.43 | |
Southern Company (SO) | 0.8 | $1.3M | 21k | 61.85 | |
Automatic Data Processing (ADP) | 0.8 | $1.3M | 7.9k | 160.43 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | 10k | 115.54 | |
Honeywell International (HON) | 0.7 | $1.2M | 7.2k | 164.18 | |
Colgate-Palmolive Company (CL) | 0.7 | $1.1M | 16k | 71.72 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.7 | $1.1M | 38k | 29.56 | |
iShares Lehman Short Treasury Bond (SHV) | 0.7 | $1.1M | 9.7k | 110.37 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.6 | $1.1M | 12k | 84.77 | |
Allstate Corporation (ALL) | 0.6 | $1.0M | 9.4k | 107.06 | |
Pfizer (PFE) | 0.6 | $968k | 27k | 35.42 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $974k | 808.00 | 1205.45 | |
Oracle Corporation (ORCL) | 0.6 | $922k | 17k | 53.77 | |
Amgen (AMGN) | 0.5 | $884k | 4.6k | 193.01 | |
Marsh & McLennan Companies (MMC) | 0.5 | $891k | 9.1k | 98.25 | |
Consumer Discretionary SPDR (XLY) | 0.5 | $893k | 7.5k | 119.69 | |
Enterprise Products Partners (EPD) | 0.5 | $869k | 31k | 28.52 | |
Philip Morris International (PM) | 0.5 | $858k | 11k | 77.75 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $860k | 5.4k | 158.00 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $844k | 14k | 61.20 | |
Cisco Systems (CSCO) | 0.5 | $817k | 17k | 47.70 | |
Lowe's Companies (LOW) | 0.5 | $817k | 7.5k | 109.41 | |
United Parcel Service (UPS) | 0.5 | $813k | 7.0k | 115.70 | |
iShares S&P MidCap 400 Index (IJH) | 0.5 | $803k | 4.2k | 189.57 | |
Abbvie (ABBV) | 0.5 | $801k | 11k | 73.16 | |
General Dynamics Corporation (GD) | 0.5 | $770k | 4.3k | 178.49 | |
Facebook Inc cl a (META) | 0.5 | $768k | 4.4k | 175.62 | |
Vanguard Value ETF (VTV) | 0.5 | $745k | 6.8k | 110.04 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.5 | $747k | 5.1k | 146.33 | |
Atmos Energy Corporation (ATO) | 0.4 | $717k | 6.4k | 112.91 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $731k | 607.00 | 1204.28 | |
Consolidated Edison (ED) | 0.4 | $703k | 7.5k | 94.03 | |
McDonald's Corporation (MCD) | 0.4 | $686k | 3.3k | 208.76 | |
Genuine Parts Company (GPC) | 0.4 | $685k | 7.1k | 97.16 | |
iShares Russell 1000 Value Index (IWD) | 0.4 | $663k | 5.3k | 126.29 | |
Constellation Brands (STZ) | 0.4 | $651k | 3.1k | 209.19 | |
Vanguard Total Bond Market ETF (BND) | 0.4 | $646k | 7.7k | 84.21 | |
Southwest Airlines (LUV) | 0.4 | $614k | 12k | 53.30 | |
Schlumberger (SLB) | 0.4 | $590k | 18k | 32.70 | |
Bristol Myers Squibb (BMY) | 0.3 | $577k | 11k | 50.62 | |
Wells Fargo & Company (WFC) | 0.3 | $584k | 12k | 48.99 | |
Lockheed Martin Corporation (LMT) | 0.3 | $570k | 1.5k | 383.58 | |
International Business Machines (IBM) | 0.3 | $570k | 4.0k | 143.54 | |
Industrial SPDR (XLI) | 0.3 | $581k | 7.7k | 75.78 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.3 | $584k | 5.0k | 117.88 | |
RPM International (RPM) | 0.3 | $562k | 8.4k | 67.09 | |
Hilltop Holdings (HTH) | 0.3 | $552k | 24k | 23.45 | |
Abbott Laboratories (ABT) | 0.3 | $547k | 6.7k | 81.73 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $530k | 3.9k | 134.55 | |
BP (BP) | 0.3 | $511k | 14k | 37.63 | |
Comcast Corporation (CMCSA) | 0.3 | $509k | 11k | 44.47 | |
salesforce (CRM) | 0.3 | $503k | 3.4k | 147.42 | |
Vanguard Growth ETF (VUG) | 0.3 | $481k | 2.9k | 164.78 | |
Arthur J. Gallagher & Co. (AJG) | 0.3 | $459k | 5.2k | 87.81 | |
Netflix (NFLX) | 0.3 | $462k | 1.7k | 269.39 | |
WD-40 Company (WDFC) | 0.3 | $453k | 2.5k | 183.70 | |
Dupont De Nemours (DD) | 0.3 | $453k | 6.7k | 67.89 | |
Dover Corporation (DOV) | 0.3 | $436k | 4.5k | 96.08 | |
Financial Select Sector SPDR (XLF) | 0.3 | $438k | 16k | 27.40 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $452k | 2.7k | 165.27 | |
Walgreen Boots Alliance (WBA) | 0.3 | $438k | 8.0k | 54.61 | |
Chubb (CB) | 0.3 | $445k | 2.8k | 158.48 | |
Altria (MO) | 0.3 | $430k | 11k | 41.09 | |
Diageo (DEO) | 0.3 | $435k | 2.7k | 163.04 | |
UnitedHealth (UNH) | 0.3 | $433k | 2.0k | 216.93 | |
Dominion Resources (D) | 0.2 | $414k | 5.1k | 81.07 | |
Raymond James Financial (RJF) | 0.2 | $417k | 5.3k | 79.32 | |
Servicenow (NOW) | 0.2 | $408k | 1.6k | 249.54 | |
AFLAC Incorporated (AFL) | 0.2 | $389k | 7.6k | 51.46 | |
Visa (V) | 0.2 | $400k | 2.3k | 174.22 | |
General Electric Company | 0.2 | $377k | 44k | 8.59 | |
AmerisourceBergen (COR) | 0.2 | $375k | 4.6k | 82.09 | |
Clorox Company (CLX) | 0.2 | $375k | 2.5k | 151.15 | |
Welltower Inc Com reit (WELL) | 0.2 | $377k | 4.2k | 89.29 | |
American Express Company (AXP) | 0.2 | $363k | 3.1k | 116.50 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $354k | 3.5k | 100.88 | |
Paypal Holdings (PYPL) | 0.2 | $358k | 3.5k | 102.52 | |
NVIDIA Corporation (NVDA) | 0.2 | $340k | 2.0k | 173.91 | |
Simmons First National Corporation (SFNC) | 0.2 | $337k | 14k | 24.47 | |
Dow (DOW) | 0.2 | $326k | 7.1k | 45.94 | |
Lindsay Corporation (LNN) | 0.2 | $308k | 3.5k | 87.95 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $311k | 2.9k | 107.32 | |
PROS Holdings (PRO) | 0.2 | $320k | 5.5k | 58.45 | |
Intercontinental Exchange (ICE) | 0.2 | $318k | 3.4k | 92.23 | |
CSX Corporation (CSX) | 0.2 | $303k | 4.5k | 66.90 | |
Old Republic International Corporation (ORI) | 0.2 | $300k | 13k | 23.29 | |
Magellan Midstream Partners | 0.2 | $291k | 4.4k | 65.67 | |
SPDR S&P Dividend (SDY) | 0.2 | $296k | 2.9k | 101.16 | |
First Tr Exchange Traded Fd multi asset di (MDIV) | 0.2 | $291k | 16k | 18.32 | |
Asml Holding (ASML) | 0.2 | $300k | 1.2k | 244.90 | |
First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.2 | $300k | 5.8k | 51.96 | |
Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.2 | $300k | 3.0k | 100.00 | |
Bank of America Corporation (BAC) | 0.2 | $274k | 9.6k | 28.41 | |
Nasdaq Omx (NDAQ) | 0.2 | $283k | 2.9k | 98.30 | |
SYSCO Corporation (SYY) | 0.2 | $272k | 3.4k | 79.12 | |
Novartis (NVS) | 0.2 | $287k | 3.3k | 85.95 | |
GlaxoSmithKline | 0.2 | $278k | 6.6k | 42.30 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $280k | 2.5k | 111.42 | |
Cleveland-cliffs (CLF) | 0.2 | $286k | 40k | 7.15 | |
Broadcom (AVGO) | 0.2 | $283k | 1.0k | 274.49 | |
Laboratory Corp. of America Holdings | 0.2 | $268k | 1.6k | 167.92 | |
Energy Select Sector SPDR (XLE) | 0.2 | $259k | 4.5k | 57.85 | |
Mondelez Int (MDLZ) | 0.2 | $265k | 4.9k | 54.57 | |
Spdr Ser Tr msci usa qual (QUS) | 0.2 | $259k | 3.0k | 87.41 | |
PPG Industries (PPG) | 0.1 | $246k | 2.1k | 116.75 | |
Starbucks Corporation (SBUX) | 0.1 | $245k | 2.8k | 86.45 | |
Enbridge (ENB) | 0.1 | $242k | 6.9k | 35.16 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $243k | 4.9k | 49.36 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.1 | $243k | 8.7k | 27.98 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $254k | 5.2k | 48.95 | |
Progressive Corporation (PGR) | 0.1 | $234k | 3.1k | 75.70 | |
Prudential Financial (PRU) | 0.1 | $223k | 2.6k | 87.25 | |
Bce (BCE) | 0.1 | $231k | 4.8k | 48.35 | |
BlackRock (BLK) | 0.1 | $214k | 495.00 | 432.32 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $219k | 1.5k | 141.56 | |
Nike (NKE) | 0.1 | $220k | 2.4k | 92.17 | |
Unilever (UL) | 0.1 | $218k | 3.6k | 60.14 | |
Realty Income (O) | 0.1 | $207k | 2.7k | 76.84 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $219k | 636.00 | 344.34 | |
Ventas (VTR) | 0.1 | $205k | 2.8k | 72.49 | |
Cibc Cad (CM) | 0.1 | $201k | 2.5k | 81.91 | |
Regions Financial Corporation (RF) | 0.1 | $158k | 10k | 15.37 | |
Dana Holding Corporation (DAN) | 0.1 | $140k | 10k | 14.00 | |
Ford Motor Company (F) | 0.1 | $103k | 12k | 8.84 | |
ZIOPHARM Oncology | 0.1 | $88k | 22k | 4.09 | |
Athersys | 0.0 | $28k | 22k | 1.27 | |
Neos Therapeutics | 0.0 | $34k | 25k | 1.36 | |
Navidea Biopharmaceuticals (NAVB) | 0.0 | $8.0k | 11k | 0.71 |