Allred Capital Management as of Dec. 31, 2023
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 166 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Short Treas Bd (SHV) | 16.9 | $39M | 354k | 110.13 | |
Microsoft Corporation (MSFT) | 7.6 | $18M | 47k | 376.04 | |
Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $11M | 62k | 170.40 | |
Apple (AAPL) | 3.0 | $6.9M | 36k | 192.53 | |
Stryker Corporation (SYK) | 2.5 | $5.7M | 19k | 299.47 | |
Ishares Tr Msci Usa Min Vol (USMV) | 2.5 | $5.7M | 72k | 78.03 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.3 | $5.4M | 40k | 136.38 | |
Johnson & Johnson (JNJ) | 2.1 | $4.8M | 31k | 156.74 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 1.7 | $4.0M | 42k | 95.20 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.8M | 11k | 356.66 | |
NVIDIA Corporation (NVDA) | 1.4 | $3.2M | 6.4k | 495.26 | |
Select Sector Spdr Tr Indl (XLI) | 1.3 | $2.9M | 26k | 113.99 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $2.9M | 53k | 54.98 | |
Select Sector Spdr Tr Energy (XLE) | 1.2 | $2.7M | 33k | 83.84 | |
Exxon Mobil Corporation (XOM) | 1.2 | $2.7M | 27k | 99.98 | |
Merck & Co (MRK) | 1.1 | $2.5M | 23k | 109.02 | |
Coca-Cola Company (KO) | 1.1 | $2.4M | 41k | 58.93 | |
Costco Wholesale Corporation (COST) | 1.0 | $2.4M | 3.6k | 660.10 | |
Wal-Mart Stores (WMT) | 1.0 | $2.3M | 15k | 157.65 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $2.3M | 32k | 72.03 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.3M | 4.9k | 475.31 | |
Chevron Corporation (CVX) | 0.9 | $2.1M | 14k | 149.16 | |
Union Pacific Corporation (UNP) | 0.9 | $2.1M | 8.6k | 245.62 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.1M | 15k | 139.69 | |
Pepsi (PEP) | 0.9 | $2.0M | 12k | 169.84 | |
Home Depot (HD) | 0.9 | $2.0M | 5.7k | 346.53 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $2.0M | 12k | 170.11 | |
Procter & Gamble Company (PG) | 0.8 | $1.9M | 13k | 146.54 | |
Tyler Technologies (TYL) | 0.8 | $1.9M | 4.5k | 418.12 | |
Amazon (AMZN) | 0.8 | $1.8M | 12k | 151.94 | |
Emerson Electric (EMR) | 0.7 | $1.7M | 17k | 97.33 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $1.6M | 3.1k | 507.38 | |
3M Company (MMM) | 0.6 | $1.5M | 14k | 109.32 | |
Oracle Corporation (ORCL) | 0.6 | $1.5M | 14k | 105.43 | |
Raytheon Technologies Corp (RTX) | 0.6 | $1.4M | 16k | 84.14 | |
Lowe's Companies (LOW) | 0.6 | $1.3M | 5.9k | 222.55 | |
Westwood Holdings (WHG) | 0.6 | $1.3M | 104k | 12.57 | |
Automatic Data Processing (ADP) | 0.6 | $1.3M | 5.5k | 232.98 | |
Intel Corporation (INTC) | 0.6 | $1.3M | 26k | 50.25 | |
Abbvie (ABBV) | 0.5 | $1.2M | 7.9k | 154.97 | |
Allstate Corporation (ALL) | 0.5 | $1.2M | 8.7k | 139.99 | |
Cleveland-cliffs (CLF) | 0.5 | $1.2M | 59k | 20.42 | |
Broadcom (AVGO) | 0.5 | $1.2M | 1.0k | 1116.66 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $1.1M | 37k | 31.01 | |
UnitedHealth (UNH) | 0.5 | $1.0M | 2.0k | 526.55 | |
Walt Disney Company (DIS) | 0.4 | $1.0M | 11k | 90.29 | |
Verizon Communications (VZ) | 0.4 | $980k | 26k | 37.70 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $970k | 12k | 82.03 | |
Duke Energy Corp Com New (DUK) | 0.4 | $965k | 9.9k | 97.04 | |
Cme (CME) | 0.4 | $944k | 4.5k | 210.62 | |
Honeywell International (HON) | 0.4 | $913k | 4.4k | 209.72 | |
Cisco Systems (CSCO) | 0.4 | $910k | 18k | 50.52 | |
Genuine Parts Company (GPC) | 0.4 | $887k | 6.4k | 138.51 | |
Amgen (AMGN) | 0.4 | $882k | 3.1k | 287.99 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $873k | 43k | 20.29 | |
Marsh & McLennan Companies (MMC) | 0.4 | $871k | 4.6k | 189.46 | |
Schlumberger Com Stk (SLB) | 0.4 | $869k | 17k | 52.04 | |
Colgate-Palmolive Company (CL) | 0.4 | $867k | 11k | 79.71 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.4 | $864k | 27k | 32.64 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $833k | 3.2k | 262.26 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $818k | 1.1k | 756.92 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $816k | 1.9k | 436.80 | |
TransDigm Group Incorporated (TDG) | 0.4 | $813k | 804.00 | 1011.60 | |
Boeing Company (BA) | 0.3 | $785k | 3.0k | 260.62 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $782k | 21k | 36.55 | |
Arthur J. Gallagher & Co. (AJG) | 0.3 | $752k | 3.3k | 224.89 | |
Abbott Laboratories (ABT) | 0.3 | $745k | 6.8k | 110.06 | |
Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $735k | 5.6k | 132.12 | |
Meta Platforms Cl A (META) | 0.3 | $733k | 2.1k | 353.96 | |
United Parcel Service CL B (UPS) | 0.3 | $709k | 4.5k | 157.24 | |
Southern Company (SO) | 0.3 | $696k | 9.9k | 70.12 | |
Chubb (CB) | 0.3 | $690k | 3.1k | 226.00 | |
General Electric Com New (GE) | 0.3 | $679k | 5.3k | 127.62 | |
Carrier Global Corporation (CARR) | 0.3 | $669k | 12k | 57.45 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $668k | 11k | 62.65 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $655k | 4.4k | 149.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $646k | 3.2k | 200.71 | |
Trane Technologies SHS (TT) | 0.3 | $638k | 2.6k | 243.90 | |
Eaton Corp SHS (ETN) | 0.3 | $635k | 2.6k | 240.85 | |
salesforce (CRM) | 0.3 | $632k | 2.4k | 263.14 | |
Nucor Corporation (NUE) | 0.3 | $628k | 3.6k | 174.04 | |
RPM International (RPM) | 0.3 | $623k | 5.6k | 111.63 | |
Visa Com Cl A (V) | 0.3 | $622k | 2.4k | 260.39 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $621k | 5.0k | 125.01 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $615k | 4.4k | 140.93 | |
Tesla Motors (TSLA) | 0.3 | $613k | 2.5k | 248.48 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $609k | 2.0k | 303.17 | |
Philip Morris International (PM) | 0.3 | $597k | 6.3k | 94.09 | |
Regions Financial Corporation (RF) | 0.3 | $596k | 31k | 19.38 | |
Intercontinental Exchange (ICE) | 0.3 | $584k | 4.6k | 128.44 | |
McDonald's Corporation (MCD) | 0.2 | $575k | 1.9k | 296.53 | |
Pfizer (PFE) | 0.2 | $542k | 19k | 28.79 | |
Otis Worldwide Corp (OTIS) | 0.2 | $540k | 6.0k | 89.47 | |
Bristol Myers Squibb (BMY) | 0.2 | $520k | 10k | 51.31 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $520k | 7.2k | 72.43 | |
Constellation Brands Cl A (STZ) | 0.2 | $518k | 2.1k | 241.70 | |
Atmos Energy Corporation (ATO) | 0.2 | $503k | 4.3k | 115.91 | |
International Business Machines (IBM) | 0.2 | $496k | 3.0k | 163.57 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $495k | 7.8k | 63.33 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $473k | 1.5k | 311.03 | |
WD-40 Company (WDFC) | 0.2 | $462k | 1.9k | 239.08 | |
Steris Shs Usd (STE) | 0.2 | $462k | 2.1k | 219.85 | |
AmerisourceBergen (COR) | 0.2 | $461k | 2.2k | 205.38 | |
TJX Companies (TJX) | 0.2 | $460k | 4.9k | 93.81 | |
Servicenow (NOW) | 0.2 | $459k | 650.00 | 706.49 | |
Advanced Micro Devices (AMD) | 0.2 | $458k | 3.1k | 147.41 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $446k | 1.1k | 409.52 | |
Check Point Software Tech Lt Ord (CHKP) | 0.2 | $443k | 2.9k | 152.79 | |
Hilltop Holdings (HTH) | 0.2 | $440k | 13k | 35.21 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $438k | 2.0k | 218.15 | |
Eli Lilly & Co. (LLY) | 0.2 | $431k | 739.00 | 582.92 | |
Iqvia Holdings (IQV) | 0.2 | $431k | 1.9k | 231.38 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $429k | 1.9k | 229.66 | |
Lam Research Corporation (LRCX) | 0.2 | $428k | 546.00 | 783.34 | |
Edwards Lifesciences (EW) | 0.2 | $426k | 5.6k | 76.25 | |
Marathon Petroleum Corp (MPC) | 0.2 | $424k | 2.9k | 148.36 | |
Consolidated Edison (ED) | 0.2 | $411k | 4.5k | 90.96 | |
Morgan Stanley Com New (MS) | 0.2 | $409k | 4.4k | 93.25 | |
Halliburton Company (HAL) | 0.2 | $400k | 11k | 36.15 | |
AFLAC Incorporated (AFL) | 0.2 | $395k | 4.8k | 82.51 | |
Dover Corporation (DOV) | 0.2 | $389k | 2.5k | 153.79 | |
Lindsay Corporation (LNN) | 0.2 | $384k | 3.0k | 129.18 | |
Lockheed Martin Corporation (LMT) | 0.2 | $379k | 837.00 | 453.24 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $372k | 1.9k | 192.61 | |
L3harris Technologies (LHX) | 0.2 | $367k | 1.7k | 210.59 | |
Progressive Corporation (PGR) | 0.1 | $340k | 2.1k | 159.27 | |
Bank of America Corporation (BAC) | 0.1 | $339k | 10k | 33.67 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $335k | 4.3k | 77.33 | |
Nasdaq Omx (NDAQ) | 0.1 | $334k | 5.7k | 58.14 | |
American Express Company (AXP) | 0.1 | $334k | 1.8k | 187.36 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $327k | 7.5k | 43.85 | |
Fiserv (FI) | 0.1 | $319k | 2.4k | 132.84 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $312k | 3.7k | 83.31 | |
RBB Us Treas 3 Mnth (TBIL) | 0.1 | $309k | 6.2k | 49.86 | |
Motorola Solutions Com New (MSI) | 0.1 | $305k | 974.00 | 313.09 | |
CSX Corporation (CSX) | 0.1 | $302k | 8.7k | 34.67 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $297k | 1.4k | 219.86 | |
Laboratory Corp Amer Hldgs Com New | 0.1 | $292k | 1.3k | 227.31 | |
PPG Industries (PPG) | 0.1 | $291k | 1.9k | 149.53 | |
S&p Global (SPGI) | 0.1 | $290k | 659.00 | 440.52 | |
Air Products & Chemicals (APD) | 0.1 | $289k | 1.1k | 273.90 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $281k | 1.2k | 232.64 | |
Medtronic SHS (MDT) | 0.1 | $273k | 3.3k | 82.38 | |
Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $273k | 14k | 19.84 | |
Eastman Chemical Company (EMN) | 0.1 | $272k | 3.0k | 89.82 | |
Dupont De Nemours (DD) | 0.1 | $271k | 3.5k | 76.93 | |
Corteva (CTVA) | 0.1 | $269k | 5.6k | 47.92 | |
Devon Energy Corporation (DVN) | 0.1 | $266k | 5.9k | 45.30 | |
Novartis Sponsored Adr (NVS) | 0.1 | $265k | 2.6k | 100.96 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $265k | 2.3k | 117.37 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $254k | 1.3k | 191.17 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $252k | 2.4k | 104.46 | |
Dow (DOW) | 0.1 | $246k | 4.5k | 54.84 | |
Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $239k | 3.1k | 76.19 | |
Deere & Company (DE) | 0.1 | $237k | 591.00 | 400.10 | |
Paychex (PAYX) | 0.1 | $231k | 1.9k | 119.11 | |
Thermo Fisher Scientific (TMO) | 0.1 | $224k | 421.00 | 530.79 | |
Diamondback Energy (FANG) | 0.1 | $220k | 1.4k | 155.08 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $214k | 837.00 | 255.32 | |
Broadridge Financial Solutions (BR) | 0.1 | $213k | 1.0k | 205.72 | |
General Dynamics Corporation (GD) | 0.1 | $210k | 810.00 | 259.61 | |
Clorox Company (CLX) | 0.1 | $208k | 1.5k | 142.58 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $204k | 1.1k | 179.02 | |
Best Buy (BBY) | 0.1 | $201k | 2.6k | 78.28 | |
Kinross Gold Corp (KGC) | 0.0 | $109k | 18k | 6.05 | |
ZIOPHARM Oncology | 0.0 | $18k | 253k | 0.07 |