Andesa Financial Management »

Davis Fundamental Etf Tr select us eqty shares owned by Andesa Financial Management

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Andesa Financial Management from 13F filings

Historical chart of Andesa Financial Management investment in Davis Fundamental Etf Tr select us eqty

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select us eqty held by Andesa Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Andesa Financial Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.8M 153k 18.29
2022-12-31 $1.9M 70k 27.17

More positions owned by Andesa Financial Management

Apple (AAPL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Eaton Corp SHS (ETN)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Broadcom (AVGO)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Strategy Day Hagan Ned (SSUS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Global X Fds Alternative Incm (ALTY)
Air Products & Chemicals (APD)
Cme (CME)

View all positions for Andesa Financial Management

Top funds holding Davis Fundamental Etf Tr select us eqty

Davis Selected Advisers
Kestra Advisory Services
UBS Group
Raymond James & Associates
Next Level Private
D.A. Davidson & Co.
Gladstone Institutional Advisory
Level Four Advisory Services
Commonwealth Equity Services
Sebold Capital Management
Lunt Capital Management
Geneos Wealth Management
Cambridge Investment Research Advisors
Bank of America Corporation
Rockefeller Capital Management

View all funds holding Davis Fundamental Etf Tr select us eqty