D.A. Davidson & Co. Purchases in Q3 2025

D.A. Davidson & Co.

  • $15.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
15.6K
+ 0.89%
$433.97 - $484.08 $6.79M - $7.57M
1.77M $851M
VTV
Vanguard Value ETF

ETFs
149K
+ 2.81%
$175.51 - $186.57 $26.2M - $27.9M
5.46M $1.02B
AAPL
Apple Inc.

Technology
22.7K
+ 1.52%
$202.38 - $256.87 $4.6M - $5.84M
1.51M $385M
IXUS
Ishares Tr

ETFs
276K
+ 3.76%
$76.35 - $82.58 $21.1M - $22.8M
7.62M $629M
NVDA
Nvidia Corp

Technology
21.9K
+ 2.08%
$153.3 - $186.58 $3.36M - $4.09M
1.08M $201M
IWN
Ishares Russell2000 Val ETF

ETFs
31.6K
+ 2.67%
$157.1 - $178.94 $4.97M - $5.66M
1.22M $215M
MSFT
Microsoft Corp

Technology
16.1K
+ 1.97%
$491.09 - $535.64 $7.9M - $8.62M
835K $432M
JNJ
Johnson & Johnson

Healthcare
9.67K
+ 1.35%
$155.17 - $185.42 $1.5M - $1.79M
724K $134M
GOOG
Alphabet Inc.

Communication Services
12.3K
+ 3.77%
$175.16 - $255.24 $2.15M - $3.13M
338K $82.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
181K
+ 4.09%
$97.75 - $100.75 $17.7M - $18.2M
4.6M $461M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
9.43K
+ 1.84%
$284.45 - $324.95 $2.68M - $3.07M
522K $167M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
67.4K
+ 9.72%
$132.9 - $142.03 $8.96M - $9.57M
761K $107M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
126K
+ 7.5%
$49.43 - $54.52 $6.21M - $6.85M
1.8M $97.6M
PLD
Prologis, Inc.

Real Estate
84K
+ 16.69%
$104.08 - $115.35 $8.74M - $9.69M
587K $67.2M
CCB
Coastal Financial Corp

Financial Services
126K
New
$92.4 - $118.0 $11.6M - $14.8M
126K $13.6M
VTI
Vanguard Total Stock Market Et

ETFs
191
+ 0.03%
$303.93 - $329.86 $58.1K - $63K
553K $181M
TSLA
Tesla, Inc.

Consumer Cyclical
3.13K
+ 3.34%
$293.94 - $444.72 $919K - $1.39M
96.7K $43M
LOW
Lowes Companies Inc

Consumer Cyclical
21.2K
+ 8.04%
$215.01 - $273.02 $4.56M - $5.79M
285K $71.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
53.3K
+ 5.58%
$122.57 - $132.57 $6.53M - $7.06M
1.01M $131M
QUAL
Ishares Msci Usa Quality Facto

ETFs
32K
+ 5.78%
$182.33 - $194.5 $5.83M - $6.22M
585K $114M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.2K
+ 3.52%
$546.99 - $602.2 $3.39M - $3.73M
182K $109M
CGDV
Capital Group Divid Value ETF

ETFs
80.1K
+ 2.43%
$39.59 - $42.21 $3.17M - $3.38M
3.38M $142M
PRF
Invesco Exchange Traded Fd Tr

ETFs
140K
+ 7.63%
$42.04 - $45.23 $5.87M - $6.32M
1.97M $89.1M
JPIE
J P Morgan Exchange Traded Fd
250K
+ 236.02%
$46.01 - $46.55 $11.5M - $11.6M
356K $16.5M
VEA
Vanguard Ftse Developed Market

ETFs
12.1K
+ 0.34%
$56.02 - $60.3 $678K - $730K
3.62M $217M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 0.32%
$282.78 - $316.06 $375K - $419K
413K $130M
NEE
Nextera Energy Inc

Utilities
62.5K
+ 6.19%
$69.77 - $77.54 $4.36M - $4.85M
1.07M $80.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
52.1K
+ 4.74%
$91.28 - $97.59 $4.75M - $5.08M
1.15M $110M
GLD
Spdr Gold Trust

ETFs
20.4K
+ 33.34%
$300.96 - $355.47 $6.13M - $7.24M
81.4K $28.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.4K
+ 3.59%
$459.11 - $506.91 $4.75M - $5.25M
299K $150M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
187K
+ 54.12%
$39.37 - $44.24 $7.36M - $8.27M
532K $23.3M
FDVV
Fidelity High Dividend ETF

ETFs
159K
+ 127.69%
$52.42 - $55.71 $8.35M - $8.87M
284K $15.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
218K
+ 3.9%
$33.26 - $34.01 $7.25M - $7.41M
5.8M $197M
RKT
Rocket Companies, Inc.

Financial Services
440K
+ 2074.97%
$13.31 - $21.16 $5.85M - $9.31M
461K $8.94M
UNH
Unitedhealth Group Inc

Healthcare
18.9K
+ 33.34%
$237.77 - $353.61 $4.5M - $6.7M
75.7K $26.2M
CAT
Caterpillar Inc

Industrials
1.35K
+ 1.64%
$390.92 - $477.15 $528K - $645K
84K $40.1M
VO
Vanguard Mid Cap ETF

ETFs
23.3K
+ 33.66%
$279.83 - $293.74 $6.53M - $6.85M
92.6K $27.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
41.8K
+ 18.82%
$108.08 - $121.73 $4.51M - $5.08M
264K $31.8M
CVX
Chevron Corp

Energy
16.9K
+ 4.18%
$145.57 - $161.83 $2.45M - $2.73M
420K $65.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
152K
+ 165.06%
$45.26 - $46.63 $6.86M - $7.07M
243K $11.3M
GS
Goldman Sachs Group Inc

Financial Services
2.06K
+ 3.51%
$696.56 - $806.32 $1.44M - $1.66M
60.9K $48.5M
ADBE
Adobe Inc.

Technology
24.4K
+ 42.63%
$333.65 - $392.1 $8.14M - $9.57M
81.6K $28.8M
DFAX
Dimensional ETF Tr
31.3K
+ 1.13%
$29.25 - $31.56 $916K - $989K
2.8M $87.8M
RLY
Ssga Active ETF Tr

ETFs
138K
+ 10.95%
$29.22 - $30.91 $4.03M - $4.27M
1.4M $43.2M
DFAI
Dimensional ETF Tr

ETFs
153K
+ 45.69%
$34.05 - $36.55 $5.21M - $5.6M
488K $17.7M
PFE
Pfizer Inc

Healthcare
70.2K
+ 2.29%
$23.29 - $25.88 $1.63M - $1.82M
3.14M $80M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.33K
+ 13.99%
$224.68 - $282.71 $1.87M - $2.36M
67.9K $19M
FTHI
First Trust Exchange Traded Fd

ETFs
137K
+ 5.53%
$22.76 - $23.92 $3.13M - $3.29M
2.62M $62.2M
SHOP
Shopify Inc.

Technology
179
+ 0.11%
$112.11 - $157.12 $20.1K - $28.1K
161K $24M
Activity Summary
Buys All Purchases 916 New Holdings 143 Increased Positions 773 Sells All Sells 487 Reductions 487 Sold out 0 Options Calls 10 Puts 9
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