Davidson Investment Advisors Purchases in Q4 2024

Davidson Investment Advisors

  • $1.98 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
96K
New
$172.07 - $207.36 $16.5M - $19.9M
96K $19M
AVGO
Broadcom Inc.

Technology
36.9K
+ 37.14%
$159.67 - $250.0 $5.88M - $9.21M
136K $31.6M
UNH
Unitedhealth Group Inc

Healthcare
18.9K
New
$485.52 - $625.25 $9.16M - $11.8M
18.9K $9.54M
NFLX
Netflix Inc

Communication Services
615
+ 1.62%
$687.65 - $936.56 $423K - $576K
38.6K $34.4M
CRM
Salesforce, Inc.

Technology
1.15K
+ 1.4%
$270.87 - $367.87 $310K - $422K
83.1K $27.8M
GS
Goldman Sachs Group Inc

Financial Services
789
+ 1.59%
$486.1 - $608.57 $384K - $480K
50.5K $28.9M
BA
Boeing CO

Industrials
13K
+ 17.81%
$138.14 - $180.72 $1.8M - $2.36M
86.3K $15.3M
V
Visa Inc.

Financial Services
1.46K
+ 1.71%
$273.87 - $320.91 $400K - $468K
86.8K $27.4M
C
Citigroup Inc

Financial Services
3.09K
+ 0.71%
$61.31 - $72.5 $189K - $224K
435K $30.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
25.9K
+ 39.41%
$148.29 - $166.93 $3.83M - $4.32M
91.5K $13.6M
DT
Dynatrace, Inc.

Technology
34K
+ 8.76%
$51.09 - $59.6 $1.74M - $2.03M
422K $23M
TMUS
T Mobile Us, Inc.

Communication Services
1.53K
+ 1.26%
$206.1 - $246.94 $316K - $378K
123K $27.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12.6K
+ 26.03%
$396.64 - $516.74 $5.01M - $6.53M
61.2K $24.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
42.6K
+ 14.07%
$49.79 - $51.14 $2.12M - $2.18M
346K $17.3M
BMY
Bristol Myers Squibb CO

Healthcare
3.78K
+ 1.32%
$51.92 - $59.94 $196K - $227K
291K $16.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
31.5K
+ 24.74%
$50.67 - $50.9 $1.6M - $1.6M
159K $8.05M
SLAB
Silicon Laboratories Inc.

Technology
1.42K
+ 1.02%
$98.4 - $131.12 $139K - $186K
140K $17.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.2K
New
$61.68 - $67.87 $1.06M - $1.16M
17.2K $1.07M
FDX
Fedex Corp

Industrials
1.1K
+ 1.33%
$260.5 - $305.15 $287K - $336K
84.1K $23.7M
ITM
Vaneck Intermediate Muni ETF

ETFs
23.4K
+ 7.51%
$45.56 - $46.97 $1.07M - $1.1M
335K $15.5M
INTU
Intuit Inc

Technology
553
+ 1.34%
$602.01 - $706.25 $333K - $391K
41.9K $26.4M
VB
Vanguard Small Cap ETF

ETFs
170
+ 0.1%
$233.76 - $261.58 $39.7K - $44.5K
164K $39.3M
GLD
Spdr Gold Trust

ETFs
1.95K
New
$236.59 - $257.5 $460K - $501K
1.95K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.92K
New
$113.92 - $127.38 $446K - $499K
3.92K $451K
ETN
Eaton Corp PLC

Industrials
1.06K
+ 2.03%
$326.96 - $377.52 $348K - $402K
53.5K $17.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.2K
+ 78.27%
$44.04 - $49.49 $361K - $406K
18.7K $822K
TSLA
Tesla, Inc.

Consumer Cyclical
208
+ 14.15%
$213.65 - $479.86 $44.4K - $99.8K
1.68K $677K
NVDA
Nvidia Corp

Technology
1.93K
+ 75.45%
$117.0 - $148.88 $226K - $287K
4.49K $602K
GIL
Gildan Activewear Inc.

Consumer Cyclical
5.63K
+ 1.3%
$46.28 - $50.23 $261K - $283K
437K $20.6M
META
Meta Platforms, Inc.

Communication Services
405
New
$554.08 - $632.68 $224K - $256K
405 $238K
ITOT
Ishares Core S&P Total U.S. St

ETFs
672
+ 1.41%
$124.26 - $134.12 $83.5K - $90.1K
48.3K $6.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
454
New
$442.29 - $483.08 $201K - $219K
454 $205K
GOOGL
Alphabet Inc.

Communication Services
340
+ 7.71%
$161.86 - $196.66 $55K - $66.9K
4.75K $899K
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 3.04%
$205.18 - $250.29 $26.9K - $32.8K
4.43K $1.06M
IWV
Ishares Russell 3000 ETF

ETFs
193
+ 18.83%
$323.08 - $349.08 $62.4K - $67.4K
1.22K $407K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 4.49%
$873.59 - $994.69 $28.8K - $32.8K
768 $703K
EOG
Eog Resources Inc

Energy
823
+ 0.5%
$118.22 - $136.54 $97.3K - $112K
165K $20.3M
NYF
Ishares New York Muni Bond ETF

ETFs
765
+ 20.17%
$52.85 - $54.34 $40.4K - $41.6K
4.56K $242K
ORCL
Oracle Corp

Technology
199
+ 12.25%
$165.41 - $192.43 $32.9K - $38.3K
1.82K $303K
CMF
Ishares California Muni Bond E

ETFs
569
+ 5.13%
$56.66 - $58.1 $32.2K - $33.1K
11.7K $668K
SYK
Stryker Corp

Healthcare
30
+ 2.21%
$345.14 - $392.15 $10.4K - $11.8K
1.39K $500K
ABT
Abbott Laboratories

Healthcare
53
+ 1.78%
$111.93 - $119.39 $5.93K - $6.33K
3.03K $342K
Aptiv PLC
217K
New
N/A
217K $0
Arista Networks In
301K
New
N/A
301K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
160
+ 1.99%
$45.07 - $47.1 $7.21K - $7.54K
8.22K $371K
IXUS
Ishares Tr

ETFs
15
+ 0.36%
$65.95 - $72.56 $989 - $1.09K
4.14K $273K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
49
+ 0.06%
$47.26 - $48.18 $2.32K - $2.36K
76.9K $3.65M
CTVA
Corteva, Inc.

Basic Materials
3.87K
+ 1.17%
$55.21 - $64.13 $214K - $248K
334K $19M
HD
Home Depot, Inc.

Consumer Cyclical
1.54K
+ 2.45%
$385.02 - $431.37 $592K - $663K
64.4K $25M
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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