Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

D.A. Davidson & Co.

Latest statistics and disclosures from D.a. Davidson & Co.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, VUG, IXUS, AGG, AAPL, and represent 23.01% of D.a. Davidson & Co.'s stock portfolio.
Added to shares of these 10 stocks: SCHD (+$65M), IXUS (+$18M), AGG (+$17M), CGCB (+$13M), VTV (+$12M), BLK (+$11M), SCHG (+$9.9M), IEF (+$9.8M), MSFT (+$8.5M), TLT (+$8.1M).
Started 110 new stock positions in MDGL, Tidal Etf Tr, IGLB, CYBR, TSSI, PAYO, ACLS, CWS, ROL, STKL.
Reduced shares in these 10 stocks: VGLT (-$9.7M), , FIW (-$5.9M), Lam Research Corporation (-$5.6M), DVN (-$5.4M), IVOL (-$5.4M), TKR, VUG, DBC, JNJ.
Sold out of its positions in ALLY, ATUS, DIVO, AR, ANET, ASPN, BlackRock, BGR, BIGZ, BLMN.
D.a. Davidson & Co. was a net buyer of stock by $318M.
D.a. Davidson & Co. has $12B in assets under management (AUM), dropping by 1.48%.
Central Index Key (CIK): 0001080107

Tip: Access up to 7 years of quarterly data

Positions held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for D.a. Davidson & Co.

D.a. Davidson & Co. holds 1406 positions in its portfolio as reported in the December 2024 quarterly 13F filing

D.a. Davidson & Co. has 1406 total positions. Only the first 250 positions are shown.

Sign up to view all of the D.a. Davidson & Co. Dec. 31, 2024 positions
Download the D.a. Davidson & Co. December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	7.0	$866M		5.1M	169.30	View chart
Vanguard Index Fds Growth Etf (VUG)	5.8	$714M		1.7M	410.44	View chart
Ishares Tr Core Msci Total (IXUS)	3.7	$459M	+4%	6.9M	66.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$410M	+4%	4.2M	96.90	View chart
Apple (AAPL)	3.1	$379M		1.5M	250.42	View chart
Microsoft Corporation (MSFT)	2.5	$312M	+2%	739k	421.50	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.4	$177M	+2%	1.1M	164.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$171M	+3%	3.6M	47.82	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.4	$169M	+4%	5.2M	32.76	View chart
Broadcom (AVGO)	1.3	$162M		699k	231.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$154M		532k	289.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$148M		368k	401.58	View chart
Amazon (AMZN)	1.2	$147M	+2%	668k	219.39	View chart
Costco Wholesale Corporation (COST)	1.1	$141M		153k	916.27	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.1	$137M		477k	287.82	View chart
NVIDIA Corporation (NVDA)	1.1	$133M	-2%	988k	134.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$125M	+2%	276k	453.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$118M		220k	538.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.9	$112M		898k	124.96	View chart
Visa Com Cl A (V)	0.9	$110M		347k	316.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$104M		176k	588.68	View chart
JPMorgan Chase & Co. (JPM)	0.8	$97M		407k	239.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$95M	+209%	3.5M	27.32	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$93M		1.0M	90.93	View chart
Raytheon Technologies Corp (RTX)	0.7	$90M		779k	115.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$90M	+5%	506k	178.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$83M	+3%	162k	511.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$82M		645k	127.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$81M	+4%	430k	189.30	View chart
Johnson & Johnson (JNJ)	0.7	$80M	-4%	555k	144.62	View chart
Cummins (CMI)	0.6	$80M		228k	348.60	View chart
Automatic Data Processing (ADP)	0.6	$76M		260k	292.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$70M	+3%	1.6M	44.04	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.6	$70M	+3%	1.7M	40.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$67M	+3%	864k	77.27	View chart
Chubb (CB)	0.5	$66M	+2%	240k	276.30	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$66M	+2%	2.7M	24.86	View chart
Pepsi (PEP)	0.5	$66M		435k	152.06	View chart
Qualcomm (QCOM)	0.5	$66M		428k	153.62	View chart
Amgen (AMGN)	0.5	$58M	+2%	224k	260.64	View chart
Merck & Co (MRK)	0.5	$56M		566k	99.48	View chart
Chevron Corporation (CVX)	0.5	$56M	+5%	388k	144.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$56M	-2%	95k	586.08	View chart
S&p Global (SPGI)	0.5	$55M		111k	498.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$55M		289k	190.44	View chart
Pfizer (PFE)	0.4	$47M	-2%	1.8M	26.53	View chart
Exxon Mobil Corporation (XOM)	0.4	$47M		434k	107.57	View chart
Novartis Sponsored Adr (NVS)	0.4	$45M	-4%	465k	97.31	View chart
International Business Machines (IBM)	0.4	$45M		203k	219.83	View chart
Abbvie (ABBV)	0.4	$44M		250k	177.70	View chart
Meta Platforms Cl A (META)	0.4	$44M	+5%	76k	585.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$44M		748k	58.93	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$43M	+8%	729k	59.14	View chart
Nextera Energy (NEE)	0.3	$43M		598k	71.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$42M	-3%	63.00	671396.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$39M	+3%	111k	351.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$35M	+4%	179k	195.83	View chart
McDonald's Corporation (MCD)	0.3	$35M	+8%	120k	289.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$34M	+21%	477k	71.91	View chart
Union Pacific Corporation (UNP)	0.3	$34M		150k	228.04	View chart
Tesla Motors (TSLA)	0.3	$34M	-5%	84k	403.84	View chart
Lowe's Companies (LOW)	0.3	$34M		137k	246.80	View chart
Wal-Mart Stores (WMT)	0.3	$34M	+3%	371k	90.35	View chart
Procter & Gamble Company (PG)	0.3	$33M	+4%	196k	167.65	View chart
Deere & Company (DE)	0.3	$33M		77k	423.70	View chart
Fiserv (FI)	0.3	$33M	-7%	159k	205.42	View chart
Eli Lilly & Co. (LLY)	0.3	$32M	-4%	42k	772.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$31M	+2%	142k	220.96	View chart
Ishares Msci Equal Weite (EUSA)	0.3	$31M		325k	95.36	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$31M	+4%	351k	87.82	View chart
Walt Disney Company (DIS)	0.3	$31M		276k	111.35	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$31M		403k	76.14	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$31M	+5%	1.1M	27.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$30M	+4%	263k	115.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$30M	+2%	483k	62.31	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$30M	+6%	531k	56.48	View chart
Stryker Corporation (SYK)	0.2	$30M		83k	360.05	View chart
Home Depot (HD)	0.2	$29M		75k	388.99	View chart
Cisco Systems (CSCO)	0.2	$29M		490k	59.20	View chart
Autodesk (ADSK)	0.2	$29M	-3%	98k	295.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$29M	+11%	163k	175.23	View chart
Caterpillar (CAT)	0.2	$28M		78k	362.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$28M	-5%	163k	172.42	View chart
Charles Schwab Corporation (SCHW)	0.2	$28M		378k	74.01	View chart
United Parcel Service CL B (UPS)	0.2	$27M	+5%	215k	126.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$27M		306k	88.40	View chart
Goldman Sachs (GS)	0.2	$27M	+20%	47k	572.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$27M	+8%	350k	75.61	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$26M		440k	59.06	View chart
EOG Resources (EOG)	0.2	$26M	+2%	208k	122.58	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$26M	+4%	74k	343.41	View chart
PNC Financial Services (PNC)	0.2	$25M	+18%	130k	192.85	View chart
Duke Energy Corp Com New (DUK)	0.2	$25M	+5%	230k	107.74	View chart
Paypal Holdings (PYPL)	0.2	$23M	+32%	267k	85.35	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$22M	+8%	213k	103.30	View chart
Adobe Systems Incorporated (ADBE)	0.2	$22M	+10%	49k	444.68	View chart
Bristol Myers Squibb (BMY)	0.2	$22M		386k	56.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$22M	-4%	90k	240.28	View chart
Boeing Company (BA)	0.2	$21M	+4%	120k	177.00	View chart
UnitedHealth (UNH)	0.2	$21M	-6%	42k	505.87	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$21M	+3%	478k	43.64	View chart
salesforce (CRM)	0.2	$21M	+4%	62k	334.33	View chart
Coca-Cola Company (KO)	0.2	$20M	+10%	328k	62.26	View chart
General Dynamics Corporation (GD)	0.2	$20M	+2%	75k	263.49	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$20M	+19%	551k	35.85	View chart
Bank of America Corporation (BAC)	0.2	$20M	+2%	445k	43.95	View chart
Verizon Communications (VZ)	0.2	$19M		483k	39.99	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$19M		649k	29.22	View chart
Starbucks Corporation (SBUX)	0.2	$19M	+5%	206k	91.25	View chart
Ecolab (ECL)	0.2	$19M	+16%	80k	234.32	View chart
Ares Capital Corporation (ARCC)	0.2	$19M		852k	21.89	View chart
Lockheed Martin Corporation (LMT)	0.2	$19M		38k	485.95	View chart
Us Bancorp Del Com New (USB)	0.1	$18M	+11%	381k	47.83	View chart
Abbott Laboratories (ABT)	0.1	$18M		158k	113.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$18M	+5%	219k	80.93	View chart
Target Corporation (TGT)	0.1	$17M	+7%	128k	135.18	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$17M	+276%	672k	25.79	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$17M		221k	78.46	View chart
Quanta Services (PWR)	0.1	$17M	-15%	55k	316.05	View chart
UMH Properties (UMH)	0.1	$17M	+4%	914k	18.88	View chart
Medtronic SHS (MDT)	0.1	$17M		214k	79.88	View chart
Kinder Morgan (KMI)	0.1	$17M	+2%	618k	27.40	View chart
3M Company (MMM)	0.1	$17M	-10%	131k	129.09	View chart
Paccar (PCAR)	0.1	$17M		163k	104.02	View chart
Wells Fargo & Company (WFC)	0.1	$17M	+5%	240k	70.24	View chart
Waste Management (WM)	0.1	$17M		82k	201.79	View chart
Oracle Corporation (ORCL)	0.1	$16M	-2%	98k	166.64	View chart
Altria (MO)	0.1	$16M		312k	52.29	View chart
Mastercard Incorporated Cl A (MA)	0.1	$16M		31k	526.58	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$16M	+8%	355k	44.01	View chart
Oneok (OKE)	0.1	$16M		155k	100.40	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$15M	+58%	383k	40.26	View chart
Enterprise Products Partners (EPD)	0.1	$15M	+4%	492k	31.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$15M		154k	99.55	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$15M	+5%	434k	34.97	View chart
Emerson Electric (EMR)	0.1	$15M	-3%	120k	123.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$15M		56k	264.13	View chart
Servicenow (NOW)	0.1	$15M	-2%	14k	1060.12	View chart
Netflix (NFLX)	0.1	$15M	-8%	16k	891.32	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$15M	+6%	587k	24.67	View chart
Valmont Industries (VMI)	0.1	$14M	+5%	46k	306.67	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$14M		188k	74.81	View chart
Calamos (CCD)	0.1	$14M	+2%	570k	24.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$14M	+4%	72k	189.98	View chart
Honeywell International (HON)	0.1	$14M	+8%	60k	225.89	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$14M	+27%	386k	35.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$14M		68k	198.18	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$13M	+7%	106k	124.91	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$13M	+12%	597k	22.20	View chart
SYSCO Corporation (SYY)	0.1	$13M		173k	76.46	View chart
Applied Materials (AMAT)	0.1	$13M	+15%	80k	162.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$13M	+4%	48k	269.70	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$13M	+56%	350k	37.17	View chart
Realty Income (O)	0.1	$13M	+6%	244k	53.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$13M	+316%	467k	27.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$13M	+2%	38k	342.16	View chart
Constellation Brands Cl A (STZ)	0.1	$13M		58k	221.00	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$13M	+175%	235k	54.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$13M	+8%	142k	88.79	View chart
Alaska Air (ALK)	0.1	$13M	-10%	193k	64.75	View chart
FedEx Corporation (FDX)	0.1	$13M	+25%	44k	281.33	View chart
State Street Corporation (STT)	0.1	$13M	+4%	127k	98.15	View chart
Vanguard World Energy Etf (VDE)	0.1	$12M		100k	121.31	View chart
ConocoPhillips (COP)	0.1	$12M	-6%	122k	99.17	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$12M		571k	21.07	View chart
Palo Alto Networks (PANW)	0.1	$12M	+110%	66k	181.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$12M	+25%	238k	50.37	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$12M		148k	81.03	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$12M	+9%	263k	45.20	View chart
Prudential Financial (PRU)	0.1	$12M		98k	118.53	View chart
American Intl Group Com New (AIG)	0.1	$12M	-9%	158k	72.80	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$12M	+23%	147k	77.79	View chart
Blackrock (BLK)	0.1	$11M	NEW	11k	1025.12	View chart
CSX Corporation (CSX)	0.1	$11M		352k	32.27	View chart
Shell Spon Ads (SHEL)	0.1	$11M	+5%	179k	62.65	View chart
Philip Morris International (PM)	0.1	$11M		93k	120.35	View chart
Kimberly-Clark Corporation (KMB)	0.1	$11M	-14%	84k	131.04	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.1	$11M	+2%	910k	11.94	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$11M		103k	105.50	View chart
Linde SHS (LIN)	0.1	$11M		26k	418.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$11M	-26%	44k	242.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$11M	+15%	184k	57.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$11M	-4%	46k	232.52	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$11M		42k	253.75	View chart
D.R. Horton (DHI)	0.1	$10M	-3%	75k	139.82	View chart
Snowflake Cl A (SNOW)	0.1	$10M	+93%	67k	154.41	View chart
WESCO International (WCC)	0.1	$10M	-10%	57k	180.96	View chart
Capital One Financial (COF)	0.1	$10M		57k	178.32	View chart
MGM Resorts International. (MGM)	0.1	$10M	-2%	293k	34.65	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$10M	+2856%	110k	92.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$10M	+2%	176k	57.41	View chart
At&t (T)	0.1	$10M	+3%	443k	22.77	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$10M	+57%	158k	63.45	View chart
American Express Company (AXP)	0.1	$9.9M		33k	296.80	View chart
Freeport-mcmoran CL B (FCX)	0.1	$9.7M	-4%	256k	38.08	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$9.7M	+511%	112k	87.33	View chart
Colgate-Palmolive Company (CL)	0.1	$9.5M		104k	90.91	View chart
Prologis (PLD)	0.1	$9.4M	-2%	89k	105.70	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$9.3M	-2%	306k	30.43	View chart
Morgan Stanley Com New (MS)	0.1	$9.3M	-10%	74k	125.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$9.3M	+3%	87k	106.55	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$9.2M		115k	79.99	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$9.2M	-10%	204k	44.92	View chart
Eaton Corp SHS (ETN)	0.1	$9.2M	+7%	28k	331.88	View chart
T. Rowe Price (TROW)	0.1	$9.1M	-24%	81k	113.09	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$9.0M	-12%	176k	51.51	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$9.0M	+7%	221k	40.67	View chart
PPG Industries (PPG)	0.1	$8.7M		73k	119.45	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$8.6M		86k	100.12	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$8.5M	+27%	202k	42.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$8.5M	+2%	52k	161.77	View chart
Crane Holdings (CXT)	0.1	$8.5M	-7%	145k	58.22	View chart
CVS Caremark Corporation (CVS)	0.1	$8.4M	-7%	188k	44.89	View chart
Becton, Dickinson and (BDX)	0.1	$8.2M	+6%	36k	226.87	View chart
Shopify Cl A (SHOP)	0.1	$8.2M	-7%	78k	106.33	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$8.2M	-3%	42k	197.49	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$8.2M	+18%	82k	100.34	View chart
Valero Energy Corporation (VLO)	0.1	$8.2M	-8%	67k	122.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.0M		79k	101.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$8.0M	-8%	93k	85.66	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$7.9M	-6%	42k	188.28	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.1	$7.9M	+5%	157k	50.35	View chart
Metropcs Communications (TMUS)	0.1	$7.9M		36k	220.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$7.8M	+15%	247k	31.44	View chart
Nike CL B (NKE)	0.1	$7.8M	-2%	103k	75.67	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$7.7M	+12%	153k	50.32	View chart
Gilead Sciences (GILD)	0.1	$7.6M		82k	92.37	View chart
American States Water Company (AWR)	0.1	$7.6M		97k	77.72	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$7.6M	+24%	126k	59.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.6M		12k	621.83	View chart
Carrier Global Corporation (CARR)	0.1	$7.5M		110k	68.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$7.5M	+39%	156k	48.16	View chart
Enbridge (ENB)	0.1	$7.5M		176k	42.43	View chart
Modine Manufacturing (MOD)	0.1	$7.3M		63k	115.93	View chart
Phillips 66 (PSX)	0.1	$7.2M	+2%	63k	113.93	View chart
Martin Marietta Materials (MLM)	0.1	$7.2M	+7%	14k	516.51	View chart
Ross Stores (ROST)	0.1	$7.2M	+3%	47k	151.27	View chart
Glacier Ban (GBCI)	0.1	$7.1M	-8%	142k	50.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$7.1M		117k	61.34	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$7.1M	+4%	25k	288.85	View chart
Cme (CME)	0.1	$7.0M		30k	232.23	View chart
Lam Research Corp Com New (LRCX)	0.1	$6.9M	NEW	96k	72.23	View chart
Intuitive Surgical Com New (ISRG)	0.1	$6.9M		13k	521.96	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$6.9M		245k	28.15	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$6.9M	-5%	59k	115.72	View chart
Comcast Corp Cl A (CMCSA)	0.1	$6.9M	-2%	183k	37.53	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$6.9M	-16%	137k	49.96	View chart
Uipath Cl A (PATH)	0.1	$6.9M	-3%	539k	12.71	View chart
Source Capital (SOR)	0.1	$6.8M	+3%	157k	43.49	View chart
The Trade Desk Com Cl A (TTD)	0.1	$6.8M		58k	117.53	View chart

Past Filings by D.a. Davidson & Co.

SEC 13F filings are viewable for D.a. Davidson & Co. going back to 2011

D.a. Davidson & Co. 2024 Q4 filed Jan. 31, 2025
D.a. Davidson & Co. 2024 Q3 filed Nov. 13, 2024
D.a. Davidson & Co. 2024 Q2 filed Aug. 1, 2024
D.a. Davidson & Co. 2024 Q1 filed May 13, 2024
D.a. Davidson & Co. 2023 Q4 filed Feb. 9, 2024
D.a. Davidson & Co. 2023 Q3 filed Nov. 8, 2023
D.a. Davidson & Co. 2023 Q2 filed Aug. 11, 2023
D.a. Davidson & Co. 2023 Q1 filed April 25, 2023
D.a. Davidson & Co. 2022 Q4 filed Feb. 3, 2023
D.a. Davidson & Co. 2022 Q3 filed Nov. 7, 2022
D.a. Davidson & Co. 2022 Q2 filed July 28, 2022
D.a. Davidson & Co. 2022 Q1 filed May 12, 2022
D.a. Davidson & Co. 2021 Q4 filed Jan. 31, 2022
D.a. Davidson & Co. 2021 Q3 filed Nov. 15, 2021
D.a. Davidson & Co. 2021 Q2 filed Aug. 10, 2021
D.a. Davidson & Co. 2021 Q1 filed May 7, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z