Davidson Trust CO has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.5M, Apple Inc. with a value of $14.1M, Abb Vie Inc. with a value of $8.18M, Costco Wholesale Corp with a value of $4.94M, and Abbott Laboratories with a value of $4.41M.
Examining the 13F form we can see an increase of $49.3M in the current position value, from $144M to 193M.
Below you can find more details about Davidson Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$193 Million
ETFs: $62 Million
Technology: $36.6 Million
Healthcare: $24.1 Million
Financial Services: $16.9 Million
Consumer Defensive: $15.3 Million
Industrials: $12.2 Million
Energy: $9.13 Million
Consumer Cyclical: $7.08 Million
Other: $9.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
