Allred Capital Management as of Sept. 30, 2023
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 152 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Short Treas Bd (SHV) | 18.9 | $38M | 343k | 110.47 | |
Microsoft Corporation (MSFT) | 7.5 | $15M | 47k | 315.75 | |
Vanguard Specialized Funds Div App Etf (VIG) | 5.3 | $11M | 68k | 155.39 | |
Apple (AAPL) | 3.1 | $6.3M | 37k | 171.21 | |
Ishares Tr Msci Usa Min Vol (USMV) | 2.7 | $5.4M | 74k | 72.38 | |
Stryker Corporation (SYK) | 2.6 | $5.2M | 19k | 273.27 | |
Johnson & Johnson (JNJ) | 2.4 | $4.8M | 31k | 155.75 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.8M | 11k | 350.30 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $3.8M | 29k | 128.75 | |
Exxon Mobil Corporation (XOM) | 1.6 | $3.2M | 27k | 117.58 | |
NVIDIA Corporation (NVDA) | 1.4 | $2.9M | 6.7k | 435.01 | |
Select Sector Spdr Tr Energy (XLE) | 1.3 | $2.7M | 30k | 90.41 | |
Chevron Corporation (CVX) | 1.2 | $2.4M | 14k | 168.62 | |
Wal-Mart Stores (WMT) | 1.2 | $2.4M | 15k | 159.93 | |
Merck & Co (MRK) | 1.2 | $2.4M | 23k | 102.95 | |
Coca-Cola Company (KO) | 1.1 | $2.2M | 40k | 55.98 | |
Costco Wholesale Corporation (COST) | 1.0 | $2.0M | 3.6k | 565.04 | |
Select Sector Spdr Tr Indl (XLI) | 1.0 | $2.0M | 20k | 101.39 | |
Pepsi (PEP) | 1.0 | $2.0M | 12k | 169.44 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.0M | 15k | 130.86 | |
Procter & Gamble Company (PG) | 1.0 | $2.0M | 13k | 145.86 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $1.9M | 28k | 68.81 | |
Tyler Technologies (TYL) | 0.9 | $1.8M | 4.7k | 386.14 | |
Union Pacific Corporation (UNP) | 0.9 | $1.8M | 8.7k | 203.62 | |
Home Depot (HD) | 0.9 | $1.7M | 5.7k | 302.15 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | 12k | 145.02 | |
Emerson Electric (EMR) | 0.9 | $1.7M | 18k | 96.57 | |
Amazon (AMZN) | 0.7 | $1.5M | 12k | 127.12 | |
Oracle Corporation (ORCL) | 0.7 | $1.5M | 14k | 105.92 | |
Automatic Data Processing (ADP) | 0.7 | $1.3M | 5.6k | 240.59 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.7 | $1.3M | 15k | 88.55 | |
3M Company (MMM) | 0.6 | $1.3M | 14k | 93.62 | |
Lowe's Companies (LOW) | 0.6 | $1.3M | 6.0k | 207.84 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $1.2M | 34k | 34.73 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.2M | 14k | 80.97 | |
Raytheon Technologies Corp (RTX) | 0.6 | $1.1M | 16k | 71.97 | |
Abbvie (ABBV) | 0.6 | $1.1M | 7.6k | 149.07 | |
Westwood Holdings (WHG) | 0.5 | $1.1M | 104k | 10.15 | |
UnitedHealth (UNH) | 0.5 | $1.0M | 2.0k | 504.19 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $1.0M | 37k | 26.91 | |
Cisco Systems (CSCO) | 0.5 | $975k | 18k | 53.76 | |
Schlumberger Com Stk (SLB) | 0.5 | $972k | 17k | 58.30 | |
Cleveland-cliffs (CLF) | 0.5 | $969k | 62k | 15.63 | |
Allstate Corporation (ALL) | 0.5 | $969k | 8.7k | 111.41 | |
Walt Disney Company (DIS) | 0.5 | $936k | 12k | 81.05 | |
Genuine Parts Company (GPC) | 0.5 | $935k | 6.5k | 144.38 | |
Marsh & McLennan Companies (MMC) | 0.5 | $923k | 4.9k | 190.30 | |
Cme (CME) | 0.5 | $910k | 4.5k | 200.21 | |
Intel Corporation (INTC) | 0.4 | $895k | 25k | 35.55 | |
Broadcom (AVGO) | 0.4 | $881k | 1.1k | 830.64 | |
Amgen (AMGN) | 0.4 | $863k | 3.2k | 268.77 | |
Verizon Communications (VZ) | 0.4 | $848k | 26k | 32.41 | |
Duke Energy Corp Com New (DUK) | 0.4 | $845k | 9.6k | 88.26 | |
Honeywell International (HON) | 0.4 | $812k | 4.4k | 184.73 | |
Colgate-Palmolive Company (CL) | 0.4 | $774k | 11k | 71.11 | |
Arthur J. Gallagher & Co. (AJG) | 0.4 | $761k | 3.3k | 227.96 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $733k | 1.9k | 392.70 | |
United Parcel Service CL B (UPS) | 0.4 | $704k | 4.5k | 155.88 | |
Southern Company (SO) | 0.3 | $702k | 11k | 64.72 | |
Pfizer (PFE) | 0.3 | $700k | 21k | 33.17 | |
TransDigm Group Incorporated (TDG) | 0.3 | $682k | 809.00 | 843.13 | |
Abbott Laboratories (ABT) | 0.3 | $656k | 6.8k | 96.85 | |
Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $655k | 5.4k | 120.68 | |
Chubb (CB) | 0.3 | $649k | 3.1k | 208.18 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $646k | 43k | 15.02 | |
Tesla Motors (TSLA) | 0.3 | $645k | 2.6k | 250.22 | |
Carrier Global Corporation (CARR) | 0.3 | $643k | 12k | 55.20 | |
Meta Platforms Cl A (META) | 0.3 | $633k | 2.1k | 300.21 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $630k | 11k | 58.82 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $627k | 1.1k | 588.66 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $616k | 4.7k | 131.85 | |
Eaton Corp SHS (ETN) | 0.3 | $616k | 2.9k | 213.27 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $602k | 4.4k | 138.04 | |
Nucor Corporation (NUE) | 0.3 | $595k | 3.8k | 156.33 | |
General Electric Com New (GE) | 0.3 | $588k | 5.3k | 110.55 | |
Philip Morris International (PM) | 0.3 | $586k | 6.3k | 92.59 | |
Boeing Company (BA) | 0.3 | $576k | 3.0k | 191.65 | |
RPM International (RPM) | 0.3 | $552k | 5.8k | 94.81 | |
Visa Com Cl A (V) | 0.3 | $550k | 2.4k | 230.03 | |
Constellation Brands Cl A (STZ) | 0.3 | $538k | 2.1k | 251.29 | |
Trane Technologies SHS (TT) | 0.3 | $531k | 2.6k | 202.91 | |
Regions Financial Corporation (RF) | 0.3 | $529k | 31k | 17.20 | |
Intercontinental Exchange (ICE) | 0.3 | $526k | 4.8k | 110.02 | |
Bristol Myers Squibb (BMY) | 0.3 | $526k | 9.1k | 58.04 | |
McDonald's Corporation (MCD) | 0.3 | $516k | 2.0k | 263.49 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $498k | 7.2k | 69.40 | |
Otis Worldwide Corp (OTIS) | 0.2 | $490k | 6.1k | 80.31 | |
salesforce (CRM) | 0.2 | $487k | 2.4k | 202.78 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $478k | 8.9k | 53.56 | |
Pioneer Natural Resources | 0.2 | $461k | 2.0k | 229.53 | |
Atmos Energy Corporation (ATO) | 0.2 | $459k | 4.3k | 105.94 | |
Steris Shs Usd (STE) | 0.2 | $456k | 2.1k | 219.42 | |
Halliburton Company (HAL) | 0.2 | $447k | 11k | 40.50 | |
TJX Companies (TJX) | 0.2 | $446k | 5.0k | 88.88 | |
Marathon Petroleum Corp (MPC) | 0.2 | $446k | 2.9k | 151.34 | |
International Business Machines (IBM) | 0.2 | $424k | 3.0k | 140.30 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $423k | 1.6k | 272.30 | |
AmerisourceBergen (COR) | 0.2 | $404k | 2.2k | 179.95 | |
WD-40 Company (WDFC) | 0.2 | $393k | 1.9k | 203.25 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $391k | 2.0k | 195.72 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $390k | 14k | 28.15 | |
Edwards Lifesciences (EW) | 0.2 | $387k | 5.6k | 69.28 | |
Check Point Software Tech Lt Ord (CHKP) | 0.2 | $386k | 2.9k | 133.28 | |
Servicenow (NOW) | 0.2 | $383k | 686.00 | 558.96 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $373k | 1.9k | 199.96 | |
AFLAC Incorporated (AFL) | 0.2 | $371k | 4.8k | 76.75 | |
Lam Research Corporation (LRCX) | 0.2 | $371k | 592.00 | 626.30 | |
Iqvia Holdings (IQV) | 0.2 | $366k | 1.9k | 196.75 | |
Consolidated Edison (ED) | 0.2 | $361k | 4.2k | 85.52 | |
Morgan Stanley Com New (MS) | 0.2 | $358k | 4.4k | 81.67 | |
Hilltop Holdings (HTH) | 0.2 | $354k | 13k | 28.36 | |
Dover Corporation (DOV) | 0.2 | $352k | 2.5k | 139.53 | |
Lindsay Corporation (LNN) | 0.2 | $350k | 3.0k | 117.67 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $338k | 7.6k | 44.34 | |
Air Products & Chemicals (APD) | 0.2 | $326k | 1.1k | 283.50 | |
Progressive Corporation (PGR) | 0.2 | $322k | 2.3k | 139.27 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $317k | 1.9k | 163.84 | |
Keysight Technologies (KEYS) | 0.2 | $315k | 2.4k | 132.31 | |
L3harris Technologies (LHX) | 0.2 | $303k | 1.7k | 174.09 | |
Lockheed Martin Corporation (LMT) | 0.1 | $300k | 734.00 | 409.22 | |
Devon Energy Corporation (DVN) | 0.1 | $298k | 6.2k | 47.70 | |
Novartis Sponsored Adr (NVS) | 0.1 | $292k | 2.9k | 101.85 | |
Corteva (CTVA) | 0.1 | $284k | 5.5k | 51.16 | |
Nasdaq Omx (NDAQ) | 0.1 | $278k | 5.7k | 48.59 | |
Bank of America Corporation (BAC) | 0.1 | $278k | 10k | 27.38 | |
RBB Us Treas 3 Mnth (TBIL) | 0.1 | $276k | 5.5k | 50.07 | |
Medtronic SHS (MDT) | 0.1 | $275k | 3.5k | 78.36 | |
Motorola Solutions Com New (MSI) | 0.1 | $273k | 1.0k | 272.24 | |
Fiserv (FI) | 0.1 | $272k | 2.4k | 112.96 | |
CSX Corporation (CSX) | 0.1 | $267k | 8.7k | 30.75 | |
American Express Company (AXP) | 0.1 | $265k | 1.8k | 149.15 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $263k | 1.1k | 234.91 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $263k | 1.3k | 194.84 | |
Dupont De Nemours (DD) | 0.1 | $262k | 3.5k | 74.58 | |
PPG Industries (PPG) | 0.1 | $262k | 2.0k | 129.81 | |
Laboratory Corp Amer Hldgs Com New | 0.1 | $259k | 1.3k | 201.00 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $251k | 1.2k | 208.29 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $246k | 2.3k | 107.62 | |
Eastman Chemical Company (EMN) | 0.1 | $242k | 3.2k | 76.72 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $241k | 1.4k | 171.45 | |
S&p Global (SPGI) | 0.1 | $241k | 660.00 | 365.41 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $237k | 3.0k | 78.71 | |
Thermo Fisher Scientific (TMO) | 0.1 | $235k | 464.00 | 506.17 | |
Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $234k | 14k | 16.96 | |
Dow (DOW) | 0.1 | $231k | 4.5k | 51.56 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $230k | 2.0k | 115.14 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $229k | 3.4k | 68.04 | |
Clorox Company (CLX) | 0.1 | $227k | 1.7k | 131.02 | |
Deere & Company (DE) | 0.1 | $223k | 591.00 | 377.09 | |
Kinross Gold Corp (KGC) | 0.0 | $82k | 18k | 4.56 | |
Navidea Biopharmaceuticals I Com New (NAVB) | 0.0 | $42k | 467k | 0.09 | |
ZIOPHARM Oncology | 0.0 | $33k | 253k | 0.13 |