Duncan Williams Asset Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $35.9B, Wisdomtree Tr Us Quality Divid with a value of $31B, Schwab Strategic Tr Us Dividen with a value of $29.2B, Apple Inc. with a value of $12.7B, and Vanguard Value ETF with a value of $7.94B.

Examining the 13F form we can see an increase of $22.9B in the current position value, from $254B to 277B.

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.

Portfolio value $277 Billion
ETFs: $167 Billion
Financial Services: $32.8 Billion
Technology: $27.8 Billion
Consumer Cyclical: $13.2 Billion
Healthcare: $9.66 Billion
Consumer Defensive: $7.65 Billion
Industrials: $5.61 Billion
Communication Services: $3.81 Billion
Other: $6.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $277 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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