Duncan Williams Asset Management, LLC Portfolio Holdings
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
Duncan Williams Asset Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $428 Billion distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $66.4B, Vanguard Index Fds S&P 500 ETF with a value of $42.5B, J P Morgan Exchange Traded Fd with a value of $21.2B, Schwab Strategic Tr Intl Eqty with a value of $15.8B, and Fidelity Merrimack Str Tr Tota with a value of $15.5B.
Examining the 13F form we can see an increase of $151B in the current position value, from $277B to 428B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|