Davidson Investment Advisors Purchases in Q3 2025

Davidson Investment Advisors

  • $2.25 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
305K
+ 17.94%
$76.35 - $82.58 $23.3M - $25.2M
2.01M $166M
NVDA
Nvidia Corp

Technology
77.8K
+ 35.03%
$153.3 - $186.58 $11.9M - $14.5M
300K $56M
AAPL
Apple Inc.

Technology
514
+ 0.14%
$202.38 - $256.87 $104K - $132K
363K $92.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
425
+ 0.2%
$224.68 - $282.71 $95.5K - $120K
217K $60.6M
H
Hyatt Hotels Corp

Consumer Cyclical
70.4K
New
$135.01 - $152.25 $9.5M - $10.7M
70.4K $9.99M
EQT
Eqt Corp

Energy
178K
New
$49.19 - $59.19 $8.78M - $10.6M
178K $9.71M
OTIS
Otis Worldwide Corp

Industrials
109K
+ 60.71%
$84.93 - $101.07 $9.24M - $11M
288K $26.3M
AVGO
Broadcom Inc.

Technology
838
+ 0.59%
$264.74 - $369.57 $222K - $310K
142K $46.8M
AGNC
Agnc Investment Corp.

Real Estate
482K
+ 12.64%
$9.2 - $10.37 $4.44M - $5M
4.3M $42.1M
SRE
Sempra Energy

Utilities
373
+ 0.09%
$74.14 - $89.98 $27.7K - $33.6K
439K $39.5M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
7.48K
+ 5.65%
$170.68 - $192.95 $1.28M - $1.44M
140K $26.8M
CUBE
Cube Smart

Real Estate
104K
+ 29.31%
$38.71 - $43.34 $4.04M - $4.52M
460K $18.7M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
25.6K
+ 12.95%
$99.08 - $103.57 $2.54M - $2.65M
224K $23M
MDT
Medtronic PLC

Healthcare
143
+ 0.04%
$87.67 - $95.74 $12.5K - $13.7K
376K $35.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
57.3K
+ 29.41%
$50.81 - $51.07 $2.91M - $2.93M
252K $12.9M
HD
Home Depot, Inc.

Consumer Cyclical
643
+ 0.97%
$357.4 - $423.42 $230K - $272K
67.3K $27.3M
LOW
Lowes Companies Inc

Consumer Cyclical
311
+ 0.44%
$215.01 - $273.02 $66.9K - $84.9K
70.7K $17.8M
BDX
Becton Dickinson & CO

Healthcare
2.95K
+ 2.76%
$172.41 - $199.66 $508K - $588K
110K $20.6M
AZN
Astrazeneca PLC

Healthcare
2.21K
+ 0.93%
$68.72 - $82.11 $152K - $181K
239K $18.3M
ETN
Eaton Corp PLC

Industrials
656
+ 0.79%
$342.99 - $392.76 $225K - $258K
83.6K $31.3M
WMT
Walmart Inc.

Consumer Defensive
1.25K
+ 0.45%
$94.4 - $104.27 $118K - $130K
281K $29M
FDX
Fedex Corp

Industrials
3.49K
+ 4.16%
$217.1 - $243.2 $758K - $849K
87.6K $20.6M
DGRO
Ishares Core Dividend Growth E

ETFs
13K
+ 10.79%
$64.12 - $68.08 $833K - $884K
133K $9.08M
ITM
Vaneck Intermediate Muni ETF

ETFs
19.7K
+ 5.62%
$45.2 - $46.71 $890K - $920K
370K $17.2M
EXC
Exelon Corp

Utilities
3.54K
+ 0.9%
$42.73 - $45.54 $151K - $161K
399K $17.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.43K
+ 2.54%
$132.9 - $142.03 $190K - $203K
57.9K $8.16M
WAFD
Washington Federal Inc

Financial Services
3.31K
+ 1.08%
$28.87 - $31.95 $95.4K - $106K
309K $9.36M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
616
+ 0.17%
$48.5 - $50.19 $29.9K - $30.9K
362K $18.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.21K
New
$68.24 - $73.73 $356K - $384K
5.21K $382K
GOOGL
Alphabet Inc.

Communication Services
222
+ 4.73%
$174.36 - $254.72 $38.7K - $56.5K
4.92K $1.2M
FUL
Fuller H B CO

Basic Materials
8.75K
+ 4.23%
$55.6 - $64.06 $486K - $560K
216K $12.8M
TMUS
T Mobile Us, Inc.

Communication Services
819
+ 0.82%
$226.02 - $259.01 $185K - $212K
101K $24.1M
PG
Procter & Gamble CO

Consumer Defensive
1.52K
New
$150.47 - $161.22 $228K - $244K
1.52K $232K
BMY
Bristol Myers Squibb CO

Healthcare
12.5K
+ 4.29%
$43.31 - $48.98 $541K - $612K
303K $13.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.48K
+ 2.26%
$30.67 - $32.13 $76.2K - $79.8K
112K $3.55M
CMF
Ishares California Muni Bond E

ETFs
2.07K
+ 9.58%
$55.16 - $57.13 $114K - $118K
23.7K $1.35M
ABBV
Abb Vie Inc.

Healthcare
58
+ 2.02%
$184.85 - $231.54 $10.7K - $13.4K
2.93K $677K
VTHR
Vanguard Russell 3000 ETF

ETFs
223
+ 9.2%
$272.54 - $295.85 $60.8K - $66K
2.65K $779K
COST
Costco Wholesale Corp

Consumer Defensive
127
+ 16.71%
$915.95 - $994.57 $116K - $126K
887 $821K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 5.71%
$567.77 - $614.76 $26.1K - $28.3K
851 $521K
META
Meta Platforms, Inc.

Communication Services
236
+ 0.59%
$695.21 - $791.73 $164K - $187K
40K $29.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10
+ 0.2%
$52.39 - $53.11 $524 - $531
4.98K $263K
Aptiv PLC
2.34K
+ 0.96%
N/A
247K $0
Linde PLC
499
+ 2.59%
N/A
19.8K $0
Labcorp Holdings Inc
473
+ 0.3%
N/A
160K $0
CPT
Camden Property Trust

Real Estate
2.48K
+ 1.54%
$104.05 - $115.69 $258K - $287K
164K $17.5M
V
Visa Inc.

Financial Services
785
+ 0.88%
$332.09 - $358.86 $261K - $282K
90.1K $30.8M
EOG
Eog Resources Inc

Energy
1.9K
+ 1.1%
$112.12 - $126.1 $213K - $239K
174K $19.5M
PGR
Progressive Corp

Financial Services
940
+ 1.1%
$238.61 - $264.3 $224K - $248K
86.6K $21.4M
Activity Summary
Buys All Purchases 58 New Holdings 4 Increased Positions 54 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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