Duncan Williams Asset Management, LLC Incresed Positions in Q1 2025

Duncan Williams Asset Management, LLC

  • $277 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
387
+ 12.42%
$300.91 - $398.25 $116K - $154K
3.5K $1.09B
CRM
Salesforce, Inc.

Technology
589
+ 23.13%
$268.36 - $359.95 $158K - $212K
3.14K $842M
Core Scientific Inc New Com
8K
+ 79.75%
N/A
18K $131M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.23%
$554.06 - $615.85 $554 - $616
435 $245M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.69K
+ 7.08%
$89.18 - $104.04 $151K - $176K
25.5K $2.34B
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.08%
$237.72 - $276.98 $238 - $277
1.28K $313M
TSLA
Tesla, Inc.

Consumer Cyclical
822
+ 52.52%
$222.15 - $428.22 $183K - $352K
2.39K $619M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.09%
$524.81 - $672.19 $525 - $672
1.07K $584M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.03%
$63.29 - $81.72 $63.3 - $81.7
3.27K $207M
VO
Vanguard Mid Cap ETF

ETFs
75
+ 0.67%
$251.87 - $277.95 $18.9K - $20.8K
11.2K $2.9B
IRM
Iron Mountain Inc

Real Estate
16
+ 0.65%
$82.79 - $111.31 $1.32K - $1.78K
2.48K $214M
WMT
Walmart Inc.

Consumer Defensive
182
+ 0.68%
$84.5 - $105.05 $15.4K - $19.1K
27K $2.37B
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.19%
$347.25 - $424.87 $2.08K - $2.55K
3.09K $1.13B
GOOGL
Alphabet Inc.

Communication Services
70
+ 1.9%
$154.33 - $206.19 $10.8K - $14.4K
3.75K $579M
AVGO
Broadcom Inc.

Technology
1
+ 0.05%
$167.43 - $244.7 $167 - $245
2.11K $353M
VONG
Vanguard Russell 1000 Growth E

ETFs
19
+ 0.14%
$92.71 - $107.38 $1.76K - $2.04K
13.6K $1.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
666
+ 5.99%
$468.34 - $539.52 $312K - $359K
11.8K $5.52B
RF
Regions Financial Corp

Financial Services
19
+ 0.02%
$20.84 - $24.77 $396 - $471
88.9K $1.93B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
376
+ 2.65%
$507.05 - $563.67 $191K - $212K
14.6K $7.48B
NVDA
Nvidia Corp

Technology
55
+ 0.59%
$106.98 - $149.43 $5.88K - $8.22K
9.39K $1.02B
FHN
First Horizon Corp

Financial Services
525
+ 0.15%
$17.7 - $22.43 $9.29K - $11.8K
359K $6.97B
KKR
Kkr & Co. Inc.

Financial Services
655
+ 6.31%
$108.17 - $167.07 $70.9K - $109K
11K $1.28B
CIFR
Cipher Mining Inc.

Financial Services
4.43K
+ 3.24%
$2.3 - $6.08 $10.2K - $27K
141K $325M
MSFT
Microsoft Corp

Technology
1.1K
+ 6.32%
$375.39 - $447.2 $413K - $491K
18.5K $6.94B
AMZN
Amazon Com Inc

Consumer Cyclical
955
+ 4.39%
$190.26 - $242.06 $182K - $231K
22.7K $4.32B
VUG
Vanguard Growth ETF

ETFs
5.43K
+ 5.94%
$369.1 - $427.61 $2M - $2.32M
96.9K $35.9B
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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