Allred Capital Management as of March 31, 2023
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 156 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Short Treas Bd (SHV) | 16.1 | $30M | 275k | 110.50 | |
Microsoft Corporation (MSFT) | 7.8 | $15M | 51k | 288.30 | |
Vanguard Specialized Funds Div App Etf (VIG) | 5.4 | $10M | 67k | 153.99 | |
Apple (AAPL) | 3.2 | $6.1M | 37k | 164.90 | |
Stryker Corporation (SYK) | 3.0 | $5.7M | 20k | 285.47 | |
Ishares Tr Msci Usa Min Vol (USMV) | 3.0 | $5.6M | 77k | 72.74 | |
Johnson & Johnson (JNJ) | 2.5 | $4.7M | 30k | 155.00 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $3.6M | 28k | 129.45 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $3.4M | 11k | 308.77 | |
Exxon Mobil Corporation (XOM) | 1.5 | $2.9M | 27k | 109.66 | |
Coca-Cola Company (KO) | 1.3 | $2.5M | 40k | 62.03 | |
Merck & Co (MRK) | 1.3 | $2.4M | 23k | 106.39 | |
Chevron Corporation (CVX) | 1.3 | $2.4M | 15k | 163.16 | |
Pepsi (PEP) | 1.2 | $2.4M | 13k | 182.30 | |
Select Sector Spdr Tr Energy (XLE) | 1.2 | $2.3M | 27k | 82.82 | |
NVIDIA Corporation (NVDA) | 1.2 | $2.2M | 7.9k | 277.77 | |
Procter & Gamble Company (PG) | 1.1 | $2.1M | 14k | 148.69 | |
Wal-Mart Stores (WMT) | 1.1 | $2.0M | 14k | 147.45 | |
Costco Wholesale Corporation (COST) | 1.0 | $1.8M | 3.7k | 496.88 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $1.8M | 24k | 74.70 | |
Tyler Technologies (TYL) | 0.9 | $1.8M | 5.0k | 354.64 | |
Union Pacific Corporation (UNP) | 0.9 | $1.7M | 8.6k | 201.25 | |
Home Depot (HD) | 0.9 | $1.7M | 5.7k | 295.10 | |
Raytheon Technologies Corp (RTX) | 0.8 | $1.6M | 16k | 97.93 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.6M | 15k | 103.73 | |
Emerson Electric (EMR) | 0.8 | $1.6M | 18k | 87.14 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $1.5M | 15k | 101.16 | |
3M Company (MMM) | 0.8 | $1.5M | 14k | 105.11 | |
Automatic Data Processing (ADP) | 0.8 | $1.5M | 6.5k | 222.64 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | 11k | 130.31 | |
Oracle Corporation (ORCL) | 0.7 | $1.3M | 14k | 92.92 | |
Abbvie (ABBV) | 0.7 | $1.3M | 8.3k | 159.37 | |
Lowe's Companies (LOW) | 0.7 | $1.3M | 6.5k | 199.97 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $1.2M | 15k | 82.14 | |
Amazon (AMZN) | 0.6 | $1.2M | 12k | 103.29 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $1.2M | 36k | 32.35 | |
Westwood Holdings (WHG) | 0.6 | $1.2M | 104k | 11.21 | |
Walt Disney Company (DIS) | 0.6 | $1.2M | 12k | 100.13 | |
Cleveland-cliffs (CLF) | 0.6 | $1.2M | 63k | 18.33 | |
Genuine Parts Company (GPC) | 0.6 | $1.1M | 6.6k | 167.32 | |
United Parcel Service CL B (UPS) | 0.6 | $1.1M | 5.6k | 194.00 | |
UnitedHealth (UNH) | 0.6 | $1.1M | 2.3k | 472.62 | |
Allstate Corporation (ALL) | 0.6 | $1.1M | 9.7k | 110.80 | |
Verizon Communications (VZ) | 0.6 | $1.1M | 27k | 38.89 | |
Duke Energy Corp Com New (DUK) | 0.5 | $1.0M | 11k | 96.47 | |
Marsh & McLennan Companies (MMC) | 0.5 | $939k | 5.6k | 166.55 | |
Intel Corporation (INTC) | 0.5 | $923k | 28k | 32.67 | |
Honeywell International (HON) | 0.5 | $908k | 4.8k | 191.10 | |
Colgate-Palmolive Company (CL) | 0.5 | $900k | 12k | 75.15 | |
Cisco Systems (CSCO) | 0.5 | $891k | 17k | 52.27 | |
Pfizer (PFE) | 0.5 | $857k | 21k | 40.80 | |
Schlumberger Com Stk (SLB) | 0.4 | $835k | 17k | 49.10 | |
Cme (CME) | 0.4 | $780k | 4.1k | 191.54 | |
Southern Company (SO) | 0.4 | $775k | 11k | 69.58 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $775k | 1.1k | 680.71 | |
Amgen (AMGN) | 0.4 | $746k | 3.1k | 241.78 | |
McDonald's Corporation (MCD) | 0.4 | $731k | 2.6k | 279.61 | |
Abbott Laboratories (ABT) | 0.4 | $719k | 7.1k | 101.26 | |
Boeing Company (BA) | 0.4 | $717k | 3.4k | 212.40 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $666k | 11k | 62.33 | |
Arthur J. Gallagher & Co. (AJG) | 0.4 | $662k | 3.5k | 191.29 | |
Broadcom (AVGO) | 0.3 | $656k | 1.0k | 641.58 | |
Bristol Myers Squibb (BMY) | 0.3 | $621k | 9.0k | 69.31 | |
Philip Morris International (PM) | 0.3 | $613k | 6.3k | 97.25 | |
TransDigm Group Incorporated (TDG) | 0.3 | $607k | 823.00 | 737.05 | |
Nucor Corporation (NUE) | 0.3 | $601k | 3.9k | 154.45 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $598k | 4.3k | 137.96 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $592k | 1.6k | 376.07 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $580k | 43k | 13.48 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $576k | 2.1k | 275.98 | |
Regions Financial Corporation (RF) | 0.3 | $571k | 31k | 18.56 | |
Carrier Global Corporation (CARR) | 0.3 | $568k | 12k | 45.75 | |
Otis Worldwide Corp (OTIS) | 0.3 | $557k | 6.6k | 84.40 | |
Tesla Motors (TSLA) | 0.3 | $526k | 2.5k | 207.46 | |
salesforce (CRM) | 0.3 | $521k | 2.6k | 199.78 | |
RPM International (RPM) | 0.3 | $519k | 6.0k | 87.24 | |
Trane Technologies SHS (TT) | 0.3 | $513k | 2.8k | 183.98 | |
General Electric Com New (GE) | 0.3 | $512k | 5.4k | 95.60 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $506k | 4.9k | 104.00 | |
Visa Com Cl A (V) | 0.3 | $499k | 2.2k | 225.44 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $499k | 7.2k | 69.72 | |
Intercontinental Exchange (ICE) | 0.3 | $489k | 4.7k | 104.29 | |
Atmos Energy Corporation (ATO) | 0.3 | $487k | 4.3k | 112.37 | |
Constellation Brands Cl A (STZ) | 0.3 | $477k | 2.1k | 225.90 | |
Chubb (CB) | 0.2 | $469k | 2.4k | 194.18 | |
Lindsay Corporation (LNN) | 0.2 | $447k | 3.0k | 151.11 | |
Eaton Corp SHS (ETN) | 0.2 | $446k | 2.6k | 171.33 | |
Hilltop Holdings (HTH) | 0.2 | $429k | 14k | 29.67 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $401k | 1.6k | 248.68 | |
International Business Machines (IBM) | 0.2 | $393k | 3.0k | 131.07 | |
TJX Companies (TJX) | 0.2 | $392k | 5.0k | 78.36 | |
Keysight Technologies (KEYS) | 0.2 | $385k | 2.4k | 161.48 | |
Dover Corporation (DOV) | 0.2 | $382k | 2.5k | 151.96 | |
Consolidated Edison (ED) | 0.2 | $377k | 3.9k | 95.66 | |
Check Point Software Tech Lt Ord (CHKP) | 0.2 | $377k | 2.9k | 130.00 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $376k | 2.0k | 186.78 | |
Pioneer Natural Resources | 0.2 | $374k | 1.8k | 204.24 | |
AmerisourceBergen (COR) | 0.2 | $359k | 2.2k | 160.10 | |
Morgan Stanley Com New (MS) | 0.2 | $359k | 4.1k | 87.80 | |
Lockheed Martin Corporation (LMT) | 0.2 | $355k | 752.00 | 472.46 | |
Meta Platforms Cl A (META) | 0.2 | $353k | 1.7k | 211.94 | |
WD-40 Company (WDFC) | 0.2 | $348k | 2.0k | 178.06 | |
Edwards Lifesciences (EW) | 0.2 | $348k | 4.2k | 82.73 | |
Corteva (CTVA) | 0.2 | $334k | 5.5k | 60.31 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $334k | 1.8k | 186.52 | |
Progressive Corporation (PGR) | 0.2 | $329k | 2.3k | 143.06 | |
L3harris Technologies (LHX) | 0.2 | $323k | 1.6k | 196.21 | |
Servicenow (NOW) | 0.2 | $321k | 690.00 | 464.72 | |
AFLAC Incorporated (AFL) | 0.2 | $320k | 5.0k | 64.52 | |
Lam Research Corporation (LRCX) | 0.2 | $318k | 601.00 | 529.78 | |
Nextera Energy (NEE) | 0.2 | $318k | 4.1k | 77.08 | |
American Express Company (AXP) | 0.2 | $318k | 1.9k | 164.98 | |
Halliburton Company (HAL) | 0.2 | $317k | 10k | 31.64 | |
Texas Instruments Incorporated (TXN) | 0.2 | $311k | 1.7k | 186.05 | |
Nasdaq Omx (NDAQ) | 0.2 | $310k | 5.7k | 54.67 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $309k | 2.0k | 150.71 | |
BlackRock (BLK) | 0.2 | $307k | 458.00 | 669.12 | |
Iqvia Holdings (IQV) | 0.2 | $306k | 1.5k | 198.89 | |
Laboratory Corp Amer Hldgs Com New | 0.2 | $296k | 1.3k | 229.37 | |
Dupont De Nemours (DD) | 0.2 | $289k | 4.0k | 71.78 | |
Clorox Company (CLX) | 0.2 | $286k | 1.8k | 158.23 | |
Fiserv (FI) | 0.2 | $285k | 2.5k | 113.03 | |
Bank of America Corporation (BAC) | 0.1 | $283k | 9.9k | 28.60 | |
Thermo Fisher Scientific (TMO) | 0.1 | $281k | 488.00 | 576.37 | |
Steris Shs Usd (STE) | 0.1 | $281k | 1.5k | 191.28 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $267k | 2.3k | 116.86 | |
Novartis Sponsored Adr (NVS) | 0.1 | $264k | 2.9k | 91.99 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $263k | 1.4k | 194.10 | |
PPG Industries (PPG) | 0.1 | $263k | 2.0k | 133.56 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $261k | 3.0k | 86.80 | |
Marathon Petroleum Corp (MPC) | 0.1 | $261k | 1.9k | 134.83 | |
CSX Corporation (CSX) | 0.1 | $260k | 8.7k | 29.94 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $257k | 1.2k | 210.96 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $252k | 2.0k | 123.18 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $252k | 1.1k | 225.23 | |
Dow (DOW) | 0.1 | $244k | 4.4k | 54.82 | |
Deere & Company (DE) | 0.1 | $243k | 589.00 | 413.02 | |
Medtronic SHS (MDT) | 0.1 | $242k | 3.0k | 80.62 | |
Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $241k | 14k | 17.49 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $237k | 962.00 | 246.46 | |
Motorola Solutions Com New (MSI) | 0.1 | $224k | 782.00 | 286.13 | |
Target Corporation (TGT) | 0.1 | $223k | 1.3k | 165.68 | |
S&p Global (SPGI) | 0.1 | $219k | 636.00 | 344.77 | |
Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $216k | 1.9k | 115.93 | |
General Dynamics Corporation (GD) | 0.1 | $216k | 947.00 | 228.16 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $215k | 6.7k | 32.11 | |
Southwest Airlines (LUV) | 0.1 | $212k | 6.5k | 32.54 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $208k | 5.5k | 37.91 | |
Air Products & Chemicals (APD) | 0.1 | $204k | 710.00 | 287.37 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $204k | 2.9k | 69.41 | |
Te Connectivity SHS (TEL) | 0.1 | $202k | 1.5k | 131.15 | |
PNC Financial Services (PNC) | 0.1 | $200k | 1.6k | 127.10 | |
American Airls (AAL) | 0.1 | $174k | 12k | 14.75 | |
ZIOPHARM Oncology | 0.1 | $128k | 203k | 0.63 | |
Kinross Gold Corp (KGC) | 0.0 | $85k | 18k | 4.71 | |
Navidea Biopharmaceuticals I Com New (NAVB) | 0.0 | $43k | 165k | 0.26 |