Allred Capital Management as of March 31, 2025
Portfolio Holdings for Allred Capital Management
Allred Capital Management holds 160 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 9.6 | $24M | 217k | 110.46 | |
| Microsoft Corporation (MSFT) | 6.8 | $17M | 45k | 375.39 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $12M | 60k | 193.97 | |
| Apple (AAPL) | 2.9 | $7.4M | 33k | 222.13 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.9 | $7.2M | 70k | 102.18 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.8 | $7.0M | 48k | 146.00 | |
| Stryker Corporation (SYK) | 2.7 | $6.8M | 18k | 372.26 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 2.5 | $6.3M | 68k | 93.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $5.7M | 11k | 532.58 | |
| Johnson & Johnson (JNJ) | 2.0 | $5.0M | 30k | 165.84 | |
| NVIDIA Corporation (NVDA) | 1.9 | $4.8M | 44k | 108.38 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.7 | $4.3M | 75k | 57.14 | |
| Select Sector Spdr Tr Energy (XLE) | 1.7 | $4.2M | 45k | 93.44 | |
| Wal-Mart Stores (WMT) | 1.6 | $3.9M | 45k | 87.79 | |
| Select Sector Spdr Tr Indl (XLI) | 1.5 | $3.8M | 29k | 131.06 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $3.3M | 28k | 118.93 | |
| Costco Wholesale Corporation (COST) | 1.3 | $3.3M | 3.5k | 945.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.1M | 20k | 154.64 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.0M | 12k | 245.30 | |
| Amazon (AMZN) | 1.2 | $2.9M | 15k | 190.26 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.1 | $2.8M | 34k | 81.66 | |
| Coca-Cola Company (KO) | 1.1 | $2.7M | 38k | 71.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.3M | 4.2k | 559.39 | |
| Home Depot (HD) | 0.9 | $2.3M | 6.3k | 366.48 | |
| Tyler Technologies (TYL) | 0.9 | $2.3M | 3.9k | 581.39 | |
| Procter & Gamble Company (PG) | 0.9 | $2.2M | 13k | 170.41 | |
| Meta Platforms Cl A (META) | 0.9 | $2.2M | 3.8k | 576.29 | |
| Allstate Corporation (ALL) | 0.9 | $2.2M | 11k | 207.06 | |
| Chevron Corporation (CVX) | 0.9 | $2.2M | 13k | 167.29 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.9 | $2.2M | 53k | 40.77 | |
| 3M Company (MMM) | 0.8 | $2.0M | 14k | 146.86 | |
| Union Pacific Corporation (UNP) | 0.8 | $2.0M | 8.4k | 236.25 | |
| Merck & Co (MRK) | 0.8 | $2.0M | 22k | 89.76 | |
| Oracle Corporation (ORCL) | 0.8 | $1.9M | 14k | 139.81 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.9M | 14k | 132.46 | |
| Emerson Electric (EMR) | 0.7 | $1.8M | 17k | 109.64 | |
| Visa Com Cl A (V) | 0.7 | $1.8M | 5.0k | 350.48 | |
| Pepsi (PEP) | 0.7 | $1.7M | 11k | 149.94 | |
| Westwood Holdings (WHG) | 0.7 | $1.7M | 104k | 16.20 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $1.7M | 36k | 45.97 | |
| Abbvie (ABBV) | 0.7 | $1.6M | 7.8k | 209.53 | |
| Automatic Data Processing (ADP) | 0.6 | $1.6M | 5.3k | 305.54 | |
| UnitedHealth (UNH) | 0.6 | $1.5M | 2.9k | 523.73 | |
| Broadcom (AVGO) | 0.6 | $1.4M | 8.6k | 167.43 | |
| Lowe's Companies (LOW) | 0.5 | $1.4M | 5.8k | 233.22 | |
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.5 | $1.3M | 8.2k | 156.69 | |
| salesforce (CRM) | 0.5 | $1.3M | 4.7k | 268.37 | |
| Cme (CME) | 0.5 | $1.2M | 4.6k | 265.30 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $1.2M | 2.3k | 533.48 | |
| Fiserv (FI) | 0.5 | $1.2M | 5.4k | 220.83 | |
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $1.2M | 3.4k | 345.27 | |
| TJX Companies (TJX) | 0.5 | $1.2M | 9.6k | 121.80 | |
| Verizon Communications (VZ) | 0.5 | $1.1M | 25k | 45.36 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $1.1M | 14k | 78.85 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $1.1M | 38k | 29.69 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.5 | $1.1M | 33k | 34.20 | |
| Walt Disney Company (DIS) | 0.4 | $1.1M | 11k | 98.70 | |
| Ge Aerospace Com New (GE) | 0.4 | $1.1M | 5.4k | 200.14 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $1.1M | 781.00 | 1383.29 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $1.1M | 8.8k | 121.97 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.0M | 11k | 93.70 | |
| Philip Morris International (PM) | 0.4 | $978k | 6.2k | 158.73 | |
| Amgen (AMGN) | 0.4 | $972k | 3.1k | 311.53 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $963k | 3.9k | 244.05 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $954k | 12k | 82.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $943k | 1.8k | 513.91 | |
| S&p Global (SPGI) | 0.4 | $913k | 1.8k | 508.10 | |
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.4 | $907k | 78k | 11.59 | |
| Honeywell International (HON) | 0.3 | $872k | 4.1k | 211.75 | |
| Cisco Systems (CSCO) | 0.3 | $869k | 14k | 61.71 | |
| Eli Lilly & Co. (LLY) | 0.3 | $868k | 1.1k | 826.16 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $794k | 16k | 50.21 | |
| International Business Machines (IBM) | 0.3 | $783k | 3.1k | 248.63 | |
| Southern Company (SO) | 0.3 | $781k | 8.5k | 91.95 | |
| Genuine Parts Company (GPC) | 0.3 | $770k | 6.5k | 119.15 | |
| Abbott Laboratories (ABT) | 0.3 | $767k | 5.8k | 132.65 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $764k | 4.4k | 172.55 | |
| Tesla Motors (TSLA) | 0.3 | $737k | 2.8k | 259.16 | |
| Advanced Micro Devices (AMD) | 0.3 | $726k | 7.1k | 102.74 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $724k | 9.7k | 74.58 | |
| Carrier Global Corporation (CARR) | 0.3 | $713k | 11k | 63.40 | |
| Iqvia Holdings (IQV) | 0.3 | $703k | 4.0k | 176.30 | |
| L3harris Technologies (LHX) | 0.3 | $700k | 3.3k | 209.29 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $698k | 1.9k | 361.09 | |
| Cleveland-cliffs (CLF) | 0.3 | $674k | 82k | 8.22 | |
| Regions Financial Corporation (RF) | 0.3 | $668k | 31k | 21.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $639k | 4.1k | 156.22 | |
| RPM International (RPM) | 0.3 | $638k | 5.5k | 115.67 | |
| AmerisourceBergen (COR) | 0.3 | $626k | 2.3k | 278.08 | |
| McDonald's Corporation (MCD) | 0.2 | $612k | 2.0k | 312.37 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $610k | 5.9k | 103.20 | |
| Intel Corporation (INTC) | 0.2 | $576k | 25k | 22.71 | |
| Progressive Corporation (PGR) | 0.2 | $573k | 2.0k | 283.06 | |
| Diamondback Energy (FANG) | 0.2 | $557k | 3.5k | 159.88 | |
| Atmos Energy Corporation (ATO) | 0.2 | $554k | 3.6k | 154.59 | |
| AFLAC Incorporated (AFL) | 0.2 | $538k | 4.8k | 111.18 | |
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.2 | $534k | 18k | 29.75 | |
| Boeing Company (BA) | 0.2 | $519k | 3.0k | 170.52 | |
| Dex (DXCM) | 0.2 | $513k | 7.5k | 68.29 | |
| Servicenow (NOW) | 0.2 | $512k | 643.00 | 796.14 | |
| United Parcel Service CL B (UPS) | 0.2 | $484k | 4.4k | 109.99 | |
| Bristol Myers Squibb (BMY) | 0.2 | $482k | 7.9k | 60.99 | |
| American Express Company (AXP) | 0.2 | $482k | 1.8k | 269.12 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $474k | 1.3k | 370.85 | |
| Dover Corporation (DOV) | 0.2 | $447k | 2.5k | 175.68 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $441k | 5.2k | 84.40 | |
| Pfizer (PFE) | 0.2 | $438k | 17k | 25.34 | |
| Nasdaq Omx (NDAQ) | 0.2 | $432k | 5.7k | 75.86 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $429k | 8.3k | 51.94 | |
| WD-40 Company (WDFC) | 0.2 | $428k | 1.8k | 244.01 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $423k | 1.5k | 288.14 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $421k | 1.6k | 257.10 | |
| Bank of America Corporation (BAC) | 0.2 | $419k | 10k | 41.73 | |
| Ge Vernova (GEV) | 0.2 | $418k | 1.4k | 305.35 | |
| Motorola Solutions Com New (MSI) | 0.2 | $403k | 921.00 | 437.81 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $402k | 5.0k | 80.70 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $399k | 5.5k | 72.70 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $391k | 1.5k | 258.62 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $390k | 2.7k | 145.69 | |
| Constellation Brands Cl A (STZ) | 0.2 | $390k | 2.1k | 183.49 | |
| Hilltop Holdings (HTH) | 0.2 | $381k | 13k | 30.45 | |
| Air Products & Chemicals (APD) | 0.2 | $380k | 1.3k | 294.84 | |
| Lindsay Corporation (LNN) | 0.2 | $379k | 3.0k | 126.52 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $379k | 848.00 | 446.90 | |
| Nucor Corporation (NUE) | 0.1 | $373k | 3.1k | 120.35 | |
| Edwards Lifesciences (EW) | 0.1 | $372k | 5.1k | 72.48 | |
| Consolidated Edison (ED) | 0.1 | $367k | 3.3k | 110.58 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $351k | 5.2k | 67.85 | |
| Cadence Design Systems (CDNS) | 0.1 | $347k | 1.4k | 254.33 | |
| Corteva (CTVA) | 0.1 | $343k | 5.5k | 62.93 | |
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $342k | 5.7k | 59.68 | |
| Intercontinental Exchange (ICE) | 0.1 | $338k | 2.0k | 172.51 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $306k | 1.2k | 244.59 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $294k | 2.2k | 133.85 | |
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $283k | 14k | 20.53 | |
| Oneok (OKE) | 0.1 | $280k | 2.8k | 99.23 | |
| Deere & Company (DE) | 0.1 | $280k | 595.00 | 469.71 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $278k | 3.7k | 76.04 | |
| Dupont De Nemours (DD) | 0.1 | $277k | 3.7k | 74.68 | |
| Raymond James Financial (RJF) | 0.1 | $269k | 1.9k | 138.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $262k | 1.3k | 199.49 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $260k | 738.00 | 352.58 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $257k | 549.00 | 468.92 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $256k | 5.2k | 49.72 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $256k | 835.00 | 306.74 | |
| Paychex (PAYX) | 0.1 | $251k | 1.6k | 154.28 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $248k | 2.7k | 92.83 | |
| Broadridge Financial Solutions (BR) | 0.1 | $246k | 1.0k | 242.44 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $238k | 3.0k | 78.40 | |
| Eastman Chemical Company (EMN) | 0.1 | $237k | 2.7k | 88.11 | |
| Kenvue (KVUE) | 0.1 | $236k | 9.9k | 23.98 | |
| Amphenol Corp Cl A (APH) | 0.1 | $234k | 3.6k | 65.59 | |
| General Dynamics Corporation (GD) | 0.1 | $228k | 836.00 | 272.69 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $223k | 6.0k | 36.90 | |
| CSX Corporation (CSX) | 0.1 | $215k | 7.3k | 29.43 | |
| Synopsys (SNPS) | 0.1 | $211k | 493.00 | 428.85 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $209k | 1.7k | 122.01 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $206k | 997.00 | 206.43 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $204k | 409.00 | 497.70 | |
| X4 Pharmaceuticals | 0.0 | $2.7k | 12k | 0.24 |