Duncan Williams Asset Management, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $119 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $27.9B, Schwab Strategic Tr Us Dividen with a value of $21.8B, Wisdomtree Tr Us Quality Divid with a value of $8.92B, Microsoft Corp with a value of $6.84B, and First Horizon Corp with a value of $5.48B.
Examining the 13F form we can see an increase of $7.64B in the current position value, from $111B to 119B.
Duncan Williams Asset Management, LLC is based out at Memphis, TN
Below you can find more details about Duncan Williams Asset Management, LLC portfolio as well as his latest detailed transactions.