D.A. Davidson & Co. Portfolio Holdings
D.A. Davidson & Co.
- $11 Billion
- Q1 2024
D.A. Davidson & Co. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $11 Billion distributed in 1381 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $811M, Vanguard Growth ETF with a value of $607M, Ishares Tr with a value of $439M, Ishares Core U.S. Aggregate Bo with a value of $383M, and Microsoft Corp with a value of $302M.
Examining the 13F form we can see an increase of $858M in the current position value, from $10.1B to 11B.
Below you can find more details about D.A. Davidson & Co. portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,381
- Current Value $11 Billion
- Prior Value $10.1 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 115 stocks
- Additional Purchases 633 stocks
- Sold out of 0 stocks
- Reduced holdings in 531 stocks