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Derek H. Baugh

@Baugh & Associates, Llc

Latest period2024 - Q4ReportedManaged Assets$192.931MTotal holdings39
Assets growth rate-0.65%Assets growth rate (2-Q avg)0.07%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Baugh & Associates, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Baugh & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.931M in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 0.07%. The portfolio is managed by Derek H. Baugh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value