Allred Capital Management as of March 31, 2024
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 170 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Short Treas Bd (SHV) | 15.2 | $39M | 352k | 110.54 | |
Microsoft Corporation (MSFT) | 7.7 | $20M | 47k | 420.72 | |
Vanguard Specialized Funds Div App Etf (VIG) | 4.4 | $11M | 61k | 182.61 | |
Stryker Corporation (SYK) | 2.6 | $6.7M | 19k | 357.86 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.5 | $6.4M | 43k | 147.73 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 2.4 | $6.2M | 61k | 101.41 | |
Apple (AAPL) | 2.4 | $6.1M | 36k | 171.48 | |
Ishares Tr Msci Usa Min Vol (USMV) | 2.3 | $6.0M | 72k | 83.58 | |
NVIDIA Corporation (NVDA) | 1.9 | $5.0M | 5.5k | 903.48 | |
Johnson & Johnson (JNJ) | 1.8 | $4.7M | 30k | 158.19 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.5M | 11k | 420.52 | |
Select Sector Spdr Tr Energy (XLE) | 1.6 | $4.0M | 42k | 94.40 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.4 | $3.6M | 63k | 57.86 | |
Exxon Mobil Corporation (XOM) | 1.2 | $3.1M | 27k | 116.24 | |
Merck & Co (MRK) | 1.2 | $3.0M | 23k | 131.95 | |
Select Sector Spdr Tr Indl (XLI) | 1.1 | $2.9M | 23k | 125.96 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.8M | 18k | 150.93 | |
Wal-Mart Stores (WMT) | 1.0 | $2.7M | 45k | 60.17 | |
Costco Wholesale Corporation (COST) | 1.0 | $2.6M | 3.6k | 732.55 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $2.6M | 13k | 200.31 | |
Amazon (AMZN) | 1.0 | $2.5M | 14k | 180.38 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $2.5M | 33k | 76.36 | |
Home Depot (HD) | 1.0 | $2.5M | 6.4k | 383.57 | |
Coca-Cola Company (KO) | 0.9 | $2.3M | 38k | 61.18 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.2M | 4.2k | 523.07 | |
Procter & Gamble Company (PG) | 0.8 | $2.1M | 13k | 162.25 | |
Chevron Corporation (CVX) | 0.8 | $2.1M | 13k | 157.74 | |
Union Pacific Corporation (UNP) | 0.8 | $2.0M | 8.3k | 245.92 | |
Pepsi (PEP) | 0.8 | $2.0M | 11k | 175.01 | |
Emerson Electric (EMR) | 0.8 | $1.9M | 17k | 113.42 | |
Tyler Technologies (TYL) | 0.7 | $1.9M | 4.5k | 425.01 | |
Oracle Corporation (ORCL) | 0.7 | $1.7M | 14k | 125.61 | |
Allstate Corporation (ALL) | 0.7 | $1.7M | 9.8k | 173.00 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.6M | 7.8k | 210.30 | |
Meta Platforms Cl A (META) | 0.6 | $1.6M | 3.2k | 485.62 | |
Lowe's Companies (LOW) | 0.6 | $1.5M | 5.8k | 254.73 | |
Raytheon Technologies Corp (RTX) | 0.6 | $1.5M | 15k | 97.53 | |
3M Company (MMM) | 0.6 | $1.4M | 13k | 106.07 | |
Abbvie (ABBV) | 0.5 | $1.4M | 7.7k | 182.10 | |
Walt Disney Company (DIS) | 0.5 | $1.4M | 11k | 122.36 | |
Automatic Data Processing (ADP) | 0.5 | $1.4M | 5.5k | 249.75 | |
Broadcom (AVGO) | 0.5 | $1.4M | 1.0k | 1325.90 | |
Cleveland-cliffs (CLF) | 0.5 | $1.4M | 60k | 22.74 | |
Westwood Holdings (WHG) | 0.5 | $1.3M | 104k | 12.32 | |
Trane Technologies SHS (TT) | 0.5 | $1.3M | 4.3k | 300.20 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $1.3M | 2.3k | 556.40 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $1.2M | 38k | 31.62 | |
UnitedHealth (UNH) | 0.5 | $1.2M | 2.3k | 494.64 | |
Intel Corporation (INTC) | 0.4 | $1.1M | 25k | 44.17 | |
salesforce (CRM) | 0.4 | $1.1M | 3.7k | 301.18 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.1M | 1.1k | 970.47 | |
Visa Com Cl A (V) | 0.4 | $1.1M | 3.9k | 279.05 | |
Verizon Communications (VZ) | 0.4 | $1.0M | 25k | 41.96 | |
Genuine Parts Company (GPC) | 0.4 | $995k | 6.4k | 154.93 | |
TransDigm Group Incorporated (TDG) | 0.4 | $984k | 799.00 | 1231.60 | |
Cme (CME) | 0.4 | $977k | 4.5k | 215.31 | |
Colgate-Palmolive Company (CL) | 0.4 | $976k | 11k | 90.05 | |
Advanced Micro Devices (AMD) | 0.4 | $976k | 5.4k | 180.49 | |
Marsh & McLennan Companies (MMC) | 0.4 | $939k | 4.6k | 205.96 | |
General Electric Com New (GE) | 0.4 | $934k | 5.3k | 175.54 | |
Intercontinental Exchange (ICE) | 0.4 | $923k | 6.7k | 137.44 | |
Schlumberger Com Stk (SLB) | 0.4 | $916k | 17k | 54.81 | |
Amgen (AMGN) | 0.4 | $910k | 3.2k | 284.34 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $898k | 1.9k | 480.70 | |
Honeywell International (HON) | 0.3 | $865k | 4.2k | 205.23 | |
Duke Energy Corp Com New (DUK) | 0.3 | $862k | 8.9k | 96.71 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $861k | 11k | 81.79 | |
Cisco Systems (CSCO) | 0.3 | $850k | 17k | 49.91 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $842k | 22k | 38.88 | |
Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $841k | 5.8k | 145.63 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $838k | 24k | 35.19 | |
Arthur J. Gallagher & Co. (AJG) | 0.3 | $837k | 3.3k | 250.01 | |
Eaton Corp SHS (ETN) | 0.3 | $829k | 2.7k | 312.73 | |
TJX Companies (TJX) | 0.3 | $797k | 7.9k | 101.42 | |
Chubb (CB) | 0.3 | $796k | 3.1k | 259.13 | |
Abbott Laboratories (ABT) | 0.3 | $771k | 6.8k | 113.67 | |
Edwards Lifesciences (EW) | 0.3 | $763k | 8.0k | 95.56 | |
Iqvia Holdings (IQV) | 0.3 | $759k | 3.0k | 252.89 | |
Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $754k | 41k | 18.38 | |
Nxp Semiconductors N V (NXPI) | 0.3 | $747k | 3.0k | 247.79 | |
Eli Lilly & Co. (LLY) | 0.3 | $731k | 939.00 | 777.96 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $715k | 4.4k | 162.82 | |
Nucor Corporation (NUE) | 0.3 | $715k | 3.6k | 197.92 | |
Southern Company (SO) | 0.3 | $701k | 9.8k | 71.74 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $694k | 11k | 65.84 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $677k | 2.0k | 337.05 | |
Halliburton Company (HAL) | 0.3 | $676k | 17k | 39.42 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $669k | 4.4k | 152.26 | |
RPM International (RPM) | 0.3 | $664k | 5.6k | 118.95 | |
Carrier Global Corporation (CARR) | 0.3 | $663k | 11k | 58.13 | |
United Parcel Service CL B (UPS) | 0.3 | $661k | 4.4k | 148.64 | |
Regions Financial Corporation (RF) | 0.3 | $647k | 31k | 21.04 | |
Fiserv (FI) | 0.2 | $620k | 3.9k | 159.82 | |
Boeing Company (BA) | 0.2 | $596k | 3.1k | 192.96 | |
Philip Morris International (PM) | 0.2 | $593k | 6.5k | 91.62 | |
Otis Worldwide Corp (OTIS) | 0.2 | $587k | 5.9k | 99.27 | |
Constellation Brands Cl A (STZ) | 0.2 | $583k | 2.1k | 271.81 | |
Marathon Petroleum Corp (MPC) | 0.2 | $581k | 2.9k | 201.50 | |
International Business Machines (IBM) | 0.2 | $581k | 3.0k | 190.95 | |
L3harris Technologies (LHX) | 0.2 | $573k | 2.7k | 213.08 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $555k | 8.5k | 65.65 | |
AmerisourceBergen (COR) | 0.2 | $546k | 2.2k | 242.99 | |
Servicenow (NOW) | 0.2 | $534k | 700.00 | 762.40 | |
McDonald's Corporation (MCD) | 0.2 | $528k | 1.9k | 281.94 | |
Steris Shs Usd (STE) | 0.2 | $527k | 2.3k | 224.82 | |
Dex (DXCM) | 0.2 | $513k | 3.7k | 138.70 | |
Pfizer (PFE) | 0.2 | $512k | 18k | 27.75 | |
Lam Research Corporation (LRCX) | 0.2 | $507k | 522.00 | 970.67 | |
Bristol Myers Squibb (BMY) | 0.2 | $502k | 9.3k | 54.23 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $497k | 7.1k | 70.00 | |
S&p Global (SPGI) | 0.2 | $497k | 1.2k | 425.45 | |
Diamondback Energy (FANG) | 0.2 | $496k | 2.5k | 198.17 | |
Check Point Software Tech Lt Ord (CHKP) | 0.2 | $475k | 2.9k | 164.01 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $454k | 1.3k | 344.42 | |
Dover Corporation (DOV) | 0.2 | $448k | 2.5k | 177.15 | |
WD-40 Company (WDFC) | 0.2 | $444k | 1.8k | 253.32 | |
Progressive Corporation (PGR) | 0.2 | $437k | 2.1k | 206.80 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $434k | 1.8k | 239.74 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $427k | 4.7k | 90.91 | |
Atmos Energy Corporation (ATO) | 0.2 | $426k | 3.6k | 118.88 | |
Tesla Motors (TSLA) | 0.2 | $426k | 2.4k | 175.79 | |
American Express Company (AXP) | 0.2 | $418k | 1.8k | 227.71 | |
Morgan Stanley Com New (MS) | 0.2 | $412k | 4.4k | 94.16 | |
AFLAC Incorporated (AFL) | 0.2 | $410k | 4.8k | 85.86 | |
Hilltop Holdings (HTH) | 0.2 | $392k | 13k | 31.32 | |
Lockheed Martin Corporation (LMT) | 0.1 | $380k | 836.00 | 454.87 | |
Bank of America Corporation (BAC) | 0.1 | $374k | 9.9k | 37.92 | |
Nasdaq Omx (NDAQ) | 0.1 | $363k | 5.8k | 63.10 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $359k | 1.7k | 208.31 | |
Lindsay Corporation (LNN) | 0.1 | $351k | 3.0k | 117.67 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $348k | 1.5k | 235.77 | |
Motorola Solutions Com New (MSI) | 0.1 | $338k | 951.00 | 354.98 | |
RBB Us Treas 3 Mnth (TBIL) | 0.1 | $335k | 6.7k | 50.03 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $327k | 7.6k | 43.35 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $325k | 2.5k | 128.40 | |
CSX Corporation (CSX) | 0.1 | $323k | 8.7k | 37.07 | |
Corteva (CTVA) | 0.1 | $304k | 5.3k | 57.67 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $302k | 1.5k | 205.72 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $302k | 1.2k | 249.89 | |
Consolidated Edison (ED) | 0.1 | $301k | 3.3k | 90.80 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $278k | 2.3k | 122.95 | |
Medtronic SHS (MDT) | 0.1 | $276k | 3.2k | 87.15 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $274k | 5.8k | 47.46 | |
Devon Energy Corporation (DVN) | 0.1 | $272k | 5.4k | 50.18 | |
Dupont De Nemours (DD) | 0.1 | $270k | 3.5k | 76.68 | |
PPG Industries (PPG) | 0.1 | $269k | 1.9k | 144.86 | |
Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $268k | 14k | 19.46 | |
Eastman Chemical Company (EMN) | 0.1 | $267k | 2.7k | 100.22 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $259k | 2.0k | 131.13 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $252k | 785.00 | 320.59 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $251k | 3.0k | 82.97 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $250k | 1.6k | 154.15 | |
Thermo Fisher Scientific (TMO) | 0.1 | $245k | 421.00 | 581.23 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $244k | 549.00 | 444.01 | |
Deere & Company (DE) | 0.1 | $243k | 592.00 | 410.86 | |
Air Products & Chemicals (APD) | 0.1 | $242k | 998.00 | 242.37 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $241k | 835.00 | 288.03 | |
Dow (DOW) | 0.1 | $236k | 4.1k | 57.93 | |
Dell Technologies CL C (DELL) | 0.1 | $232k | 2.0k | 114.12 | |
Raymond James Financial (RJF) | 0.1 | $231k | 1.8k | 128.42 | |
General Dynamics Corporation (GD) | 0.1 | $229k | 810.00 | 282.42 | |
Oneok (OKE) | 0.1 | $228k | 2.8k | 80.18 | |
Novartis Sponsored Adr (NVS) | 0.1 | $218k | 2.2k | 96.72 | |
Broadridge Financial Solutions (BR) | 0.1 | $211k | 1.0k | 204.83 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $209k | 5.0k | 42.09 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $207k | 2.5k | 84.44 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $203k | 1.1k | 184.02 | |
Paychex (PAYX) | 0.1 | $200k | 1.6k | 122.80 | |
Kinross Gold Corp (KGC) | 0.0 | $110k | 18k | 6.13 | |
Alaunos Therapeutics Com New | 0.0 | $31k | 17k | 1.81 |