Davidson & Garrard as of Dec. 31, 2012
Portfolio Holdings for Davidson & Garrard
Davidson & Garrard holds 198 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $12M | 22k | 532.19 | |
| Pimco All Asset All Auth I mf (PAUIX) | 2.9 | $9.7M | 871k | 11.09 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 2.7 | $8.7M | 221k | 39.62 | |
| Verizon Communications (VZ) | 2.6 | $8.5M | 197k | 43.27 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $7.7M | 89k | 86.55 | |
| International Business Machines (IBM) | 2.3 | $7.7M | 40k | 191.54 | |
| General Electric Company | 2.3 | $7.5M | 356k | 20.99 | |
| Jp Morgan Alerian Mlp Index | 2.1 | $7.0M | 183k | 38.46 | |
| SPDR Gold Trust (GLD) | 2.0 | $6.6M | 41k | 162.01 | |
| At&t (T) | 2.0 | $6.5M | 192k | 33.71 | |
| National Retail Properties (NNN) | 1.8 | $6.0M | 192k | 31.20 | |
| CVS Caremark Corporation (CVS) | 1.8 | $5.9M | 123k | 48.35 | |
| Pepsi (PEP) | 1.7 | $5.5M | 80k | 68.43 | |
| Procter & Gamble Company (PG) | 1.6 | $5.3M | 78k | 67.89 | |
| Express Scripts Holding | 1.4 | $4.7M | 86k | 54.00 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $4.6M | 71k | 63.78 | |
| Triangle Capital Corporation | 1.3 | $4.4M | 173k | 25.49 | |
| McKesson Corporation (MCK) | 1.3 | $4.3M | 45k | 96.95 | |
| Becton, Dickinson and (BDX) | 1.3 | $4.3M | 55k | 78.18 | |
| Intel Corporation (INTC) | 1.3 | $4.2M | 203k | 20.62 | |
| SPDR S&P Dividend (SDY) | 1.3 | $4.2M | 72k | 58.16 | |
| McDonald's Corporation (MCD) | 1.3 | $4.1M | 47k | 88.20 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.1M | 94k | 43.97 | |
| American Capital | 1.2 | $4.0M | 332k | 12.02 | |
| iShares Russell 2000 Index (IWM) | 1.2 | $4.0M | 47k | 84.32 | |
| U.S. Bancorp (USB) | 1.2 | $3.9M | 123k | 31.94 | |
| Spectra Energy | 1.2 | $3.9M | 142k | 27.38 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $3.8M | 85k | 44.35 | |
| Microsoft Corporation (MSFT) | 1.1 | $3.7M | 138k | 26.71 | |
| Schlumberger (SLB) | 1.1 | $3.7M | 53k | 69.30 | |
| Johnson & Johnson (JNJ) | 1.1 | $3.6M | 52k | 70.10 | |
| Microchip Technology (MCHP) | 1.1 | $3.6M | 111k | 32.59 | |
| Qualcomm (QCOM) | 1.1 | $3.6M | 58k | 61.86 | |
| CenturyLink | 1.1 | $3.5M | 91k | 39.12 | |
| Nucor Corporation (NUE) | 1.1 | $3.5M | 82k | 43.16 | |
| Bank of America Corporation (BAC) | 1.1 | $3.5M | 302k | 11.61 | |
| Bb&t Pfd 5.625% | 1.1 | $3.5M | 138k | 25.48 | |
| Cognizant Technology Solutions (CTSH) | 0.9 | $3.1M | 42k | 73.88 | |
| Caterpillar (CAT) | 0.9 | $3.1M | 34k | 89.60 | |
| Merck & Co (MRK) | 0.9 | $3.1M | 75k | 40.94 | |
| United Technologies Corporation | 0.9 | $3.0M | 36k | 82.00 | |
| Boeing Company (BA) | 0.8 | $2.8M | 37k | 75.36 | |
| Duke Energy (DUK) | 0.8 | $2.7M | 43k | 63.80 | |
| Pfizer (PFE) | 0.8 | $2.7M | 108k | 25.08 | |
| Chevron Corporation (CVX) | 0.8 | $2.7M | 25k | 108.12 | |
| Lowe's Companies (LOW) | 0.8 | $2.7M | 76k | 35.52 | |
| Usaa Mutual Funds Trst S&p 500 (USSPX) | 0.8 | $2.6M | 130k | 20.34 | |
| American Express Company (AXP) | 0.8 | $2.6M | 45k | 57.47 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.5M | 37k | 68.23 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.8 | $2.5M | 19k | 131.38 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.7 | $2.3M | 39k | 59.57 | |
| BB&T Corporation | 0.7 | $2.2M | 75k | 29.11 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.6 | $2.1M | 37k | 56.86 | |
| iShares S&P MidCap 400 Index (IJH) | 0.6 | $2.1M | 20k | 101.70 | |
| Bristol Myers Squibb (BMY) | 0.6 | $2.1M | 63k | 32.58 | |
| EQT Corporation (EQT) | 0.6 | $1.9M | 32k | 58.98 | |
| Coca-Cola Company (KO) | 0.6 | $1.9M | 52k | 36.26 | |
| Teva Pharmaceutical Industries (TEVA) | 0.6 | $1.9M | 50k | 37.34 | |
| EMC Corporation | 0.6 | $1.9M | 73k | 25.29 | |
| Annaly Capital Management | 0.6 | $1.8M | 129k | 14.04 | |
| Universal Health Realty Income Trust (UHT) | 0.5 | $1.7M | 34k | 50.62 | |
| iShares S&P 500 Index (IVV) | 0.5 | $1.7M | 12k | 143.12 | |
| Walt Disney Company (DIS) | 0.5 | $1.6M | 32k | 49.80 | |
| Cisco Systems (CSCO) | 0.5 | $1.6M | 83k | 19.65 | |
| Virtus Prem Alphasector I mf | 0.5 | $1.6M | 121k | 13.22 | |
| Norfolk Southern (NSC) | 0.5 | $1.5M | 25k | 61.82 | |
| Vanguard REIT ETF (VNQ) | 0.4 | $1.4M | 21k | 65.80 | |
| Abbott Laboratories (ABT) | 0.4 | $1.3M | 20k | 65.49 | |
| Ares Capital Corporation (ARCC) | 0.4 | $1.3M | 75k | 17.50 | |
| DaVita (DVA) | 0.4 | $1.3M | 12k | 110.53 | |
| iShares FTSE NAREIT Mort. Plus Capp | 0.4 | $1.3M | 94k | 13.67 | |
| Wells Fargo & Company (WFC) | 0.4 | $1.3M | 37k | 34.17 | |
| Vanguard Lifestrategy Moderate (VSMGX) | 0.4 | $1.3M | 61k | 20.56 | |
| Ensco Plc Shs Class A | 0.4 | $1.3M | 21k | 59.27 | |
| Bank Of America 8.2% Rep. 1/10 p | 0.4 | $1.2M | 48k | 25.60 | |
| Wells Fargo & Company 8% | 0.4 | $1.2M | 41k | 29.35 | |
| Mondelez Int (MDLZ) | 0.4 | $1.2M | 48k | 25.45 | |
| Darden Restaurants (DRI) | 0.4 | $1.2M | 26k | 45.06 | |
| Hess (HES) | 0.3 | $1.2M | 22k | 52.95 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $1.2M | 16k | 71.43 | |
| iShares Gold Trust | 0.3 | $1.1M | 70k | 16.28 | |
| Vanguard Star Fd Sh Ben Int (VGSTX) | 0.3 | $1.1M | 55k | 20.80 | |
| Flowserve Corporation (FLS) | 0.3 | $1.1M | 7.4k | 146.79 | |
| Udr (UDR) | 0.3 | $1.0M | 43k | 23.78 | |
| Oracle Corporation (ORCL) | 0.3 | $991k | 30k | 33.32 | |
| iShares S&P 100 Index (OEF) | 0.3 | $993k | 15k | 64.71 | |
| Inv Balanced-risk Alloc Cl Y mf (ABRYX) | 0.3 | $946k | 76k | 12.52 | |
| Philip Morris International (PM) | 0.3 | $922k | 11k | 83.65 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.3 | $908k | 19k | 47.16 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.3 | $885k | 17k | 53.62 | |
| Ford Motor Company (F) | 0.3 | $859k | 66k | 12.95 | |
| Paccar (PCAR) | 0.3 | $845k | 19k | 45.22 | |
| Cirrus Logic (CRUS) | 0.3 | $845k | 29k | 28.95 | |
| Goldman Sachs Satellite Strate | 0.3 | $845k | 103k | 8.21 | |
| Vanguard Extended Market Index (VEXAX) | 0.3 | $861k | 19k | 45.86 | |
| Morgan Stanley (MS) | 0.2 | $820k | 43k | 19.12 | |
| Schwab S&p 500 Select (SWPPX) | 0.2 | $821k | 37k | 22.19 | |
| Devon Energy Corporation (DVN) | 0.2 | $794k | 15k | 52.05 | |
| Cummins (CMI) | 0.2 | $777k | 7.2k | 108.34 | |
| Ipath Dow Jones-aig Commodity (DJP) | 0.2 | $804k | 19k | 41.36 | |
| Ms Capital Trust Ii 6.25% Due p | 0.2 | $753k | 30k | 24.97 | |
| Copa Holdings Sa-class A (CPA) | 0.2 | $712k | 7.2k | 99.46 | |
| CapitalSource | 0.2 | $679k | 90k | 7.58 | |
| Home Depot (HD) | 0.2 | $703k | 11k | 61.85 | |
| Nuance Communications | 0.2 | $701k | 31k | 22.33 | |
| Dominion Resources (D) | 0.2 | $652k | 13k | 51.82 | |
| KB Home (KBH) | 0.2 | $618k | 39k | 15.80 | |
| 3M Company (MMM) | 0.2 | $633k | 6.8k | 92.79 | |
| 0.2 | $611k | 864.00 | 707.18 | ||
| iShares S&P Latin America 40 Index (ILF) | 0.2 | $599k | 14k | 43.86 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $567k | 6.3k | 89.70 | |
| Coach | 0.2 | $563k | 10k | 55.53 | |
| Amgen (AMGN) | 0.2 | $572k | 6.6k | 86.24 | |
| Illinois Tool Works (ITW) | 0.2 | $576k | 9.5k | 60.78 | |
| Vanguard Lifestrategy Growth F (VASGX) | 0.2 | $573k | 25k | 23.31 | |
| Wells Fargo Capital Vii 5.85% p | 0.2 | $543k | 21k | 25.61 | |
| Citigroup (C) | 0.2 | $526k | 13k | 39.53 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $493k | 17k | 28.37 | |
| Vodafone | 0.1 | $496k | 20k | 25.21 | |
| Chesapeake Energy Corporation | 0.1 | $500k | 30k | 16.61 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $483k | 10k | 47.40 | |
| Alerian Mlp Etf | 0.1 | $498k | 31k | 15.96 | |
| Fmi Large Cap (FMIHX) | 0.1 | $503k | 29k | 17.09 | |
| Peabody Energy Corporation | 0.1 | $447k | 17k | 26.59 | |
| Xerox Corporation | 0.1 | $465k | 68k | 6.82 | |
| Southern Company (SO) | 0.1 | $453k | 11k | 42.83 | |
| Vanguard Target Retirement 203 mutual fds (VTTHX) | 0.1 | $448k | 32k | 14.09 | |
| Seadrill | 0.1 | $425k | 12k | 36.80 | |
| Monsanto Company | 0.1 | $410k | 4.3k | 94.67 | |
| Bed Bath & Beyond | 0.1 | $388k | 6.9k | 55.95 | |
| Altria (MO) | 0.1 | $388k | 12k | 31.45 | |
| National Fuel Gas (NFG) | 0.1 | $380k | 7.5k | 50.67 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $411k | 7.2k | 57.31 | |
| Bank Of James Fncl (BOTJ) | 0.1 | $386k | 68k | 5.70 | |
| Kraft Foods | 0.1 | $389k | 8.5k | 45.51 | |
| Johnson Controls | 0.1 | $350k | 11k | 30.69 | |
| Anadarko Petroleum Corporation | 0.1 | $368k | 5.0k | 74.22 | |
| WisdomTree Dividend ex-Fin Fund (AIVL) | 0.1 | $378k | 6.8k | 55.59 | |
| Credit Suisse Nassau Brh Etn Lkd 30mlp etf | 0.1 | $361k | 15k | 24.17 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $348k | 6.1k | 57.24 | |
| General Electric Cap Corp Pfd p | 0.1 | $369k | 13k | 27.54 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $332k | 52k | 6.39 | |
| Lam Research Corporation | 0.1 | $345k | 9.6k | 36.13 | |
| Linn | 0.1 | $318k | 8.8k | 36.14 | |
| Alcoa | 0.1 | $295k | 34k | 8.68 | |
| WisdomTree MidCap Earnings Fund (EZM) | 0.1 | $309k | 5.0k | 62.30 | |
| Vanguard Emerging Markets Stoc (VEMAX) | 0.1 | $292k | 7.9k | 36.81 | |
| Alps Etf sectr div dogs (SDOG) | 0.1 | $284k | 11k | 26.50 | |
| Transocean (RIG) | 0.1 | $250k | 5.6k | 44.72 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $268k | 200.00 | 1340.00 | |
| Honeywell International (HON) | 0.1 | $256k | 4.0k | 63.56 | |
| Nextera Energy (NEE) | 0.1 | $257k | 3.7k | 69.16 | |
| American Electric Power Company (AEP) | 0.1 | $254k | 5.9k | 42.72 | |
| Quanta Services (PWR) | 0.1 | $251k | 9.2k | 27.24 | |
| Vanguard 500 Index Fund mut (VFINX) | 0.1 | $265k | 2.0k | 131.24 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $250k | 7.2k | 34.87 | |
| Claymore S&P Global Water Index | 0.1 | $259k | 12k | 22.27 | |
| Fidelity Contra (FCNTX) | 0.1 | $266k | 3.4k | 77.56 | |
| Vanguard Global Equity Fund (VHGEX) | 0.1 | $251k | 13k | 18.70 | |
| Eaton Vance Atlanta semne | 0.1 | $248k | 15k | 17.03 | |
| Small Cap Value Admiral Shares (VSIAX) | 0.1 | $250k | 8.0k | 31.15 | |
| FedEx Corporation (FDX) | 0.1 | $227k | 2.5k | 91.79 | |
| Eli Lilly & Co. (LLY) | 0.1 | $245k | 5.0k | 49.31 | |
| ConocoPhillips (COP) | 0.1 | $223k | 3.8k | 57.97 | |
| GlaxoSmithKline | 0.1 | $220k | 5.1k | 43.54 | |
| StellarOne | 0.1 | $230k | 16k | 14.12 | |
| SanDisk Corporation | 0.1 | $228k | 5.2k | 43.44 | |
| Simon Property (SPG) | 0.1 | $219k | 1.4k | 158.12 | |
| Vanguard Growth ETF (VUG) | 0.1 | $231k | 3.2k | 71.21 | |
| Vanguard Windsor Ii - Adm (VWNAX) | 0.1 | $233k | 4.5k | 52.09 | |
| Vanguard Tax Managed Cap Appre (VTCLX) | 0.1 | $227k | 3.2k | 71.05 | |
| Vanguard Value Index Fd Admira (VVIAX) | 0.1 | $244k | 11k | 22.91 | |
| Small Cap Growth Admiral Share (VSGAX) | 0.1 | $227k | 7.3k | 31.30 | |
| Vanguard Developed Markets Adm | 0.1 | $237k | 8.4k | 28.07 | |
| American International (AIG) | 0.1 | $213k | 6.0k | 35.26 | |
| iShares Silver Trust (SLV) | 0.1 | $210k | 7.2k | 29.33 | |
| Schwab Select Small Cap Index (SWSSX) | 0.1 | $210k | 10k | 21.09 | |
| Vanguard Primecap Core (VPCCX) | 0.1 | $209k | 14k | 14.91 | |
| Spdr Dj Mid Cap Grwth Etf | 0.1 | $207k | 2.4k | 85.36 | |
| Eaton Vance Multi-strategy Abs | 0.1 | $185k | 20k | 9.06 | |
| Steel Dynamics (STLD) | 0.1 | $178k | 13k | 13.69 | |
| First Community Bancshares (FCBC) | 0.1 | $179k | 11k | 15.93 | |
| Lloyds TSB (LYG) | 0.1 | $160k | 50k | 3.20 | |
| G.s. Absolute Return Tracker F (GJRTX) | 0.1 | $165k | 18k | 9.08 | |
| Scout Mid Cap Fund mf | 0.1 | $155k | 11k | 13.66 | |
| Eaton Vance Lg Cap Core Resear | 0.1 | $171k | 13k | 13.35 | |
| Medical Properties Trust (MPW) | 0.0 | $126k | 11k | 12.00 | |
| Fauquier Bankshares | 0.0 | $144k | 12k | 12.02 | |
| First Capital Ban | 0.0 | $145k | 51k | 2.83 | |
| Regions Financial Corporation (RF) | 0.0 | $87k | 12k | 7.12 | |
| American Centy Cap Equity Incm mutual funds (TWEIX) | 0.0 | $105k | 13k | 7.85 | |
| Pinnacle Bankshares (PPBN) | 0.0 | $93k | 11k | 8.34 | |
| Sirius XM Radio | 0.0 | $71k | 25k | 2.88 | |
| Franklin Cust Fds Incm Fd Cl A (FKINX) | 0.0 | $74k | 33k | 2.25 | |
| Westcore Mid Cap Growth | 0.0 | $72k | 12k | 6.10 | |
| Nasdaq Omx Group Inc note 2.500% 8/1 | 0.0 | $15k | 15k | 1.00 | |
| Alternate Energy Hldgs | 0.0 | $0 | 10k | 0.00 | |
| Kurrant Mobile Catering | 0.0 | $0 | 20k | 0.00 |