Vaughan David Investments LLC Purchases in Q2 2025

Vaughan David Investments LLC

  • $4.47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
131K
New
$236.26 - $291.15 $30.9M - $38.1M
131K $35.7M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
245K
New
$96.27 - $130.59 $23.6M - $32M
245K $31.6M
Lam Research Corp
875
+ 0.14%
N/A
621K $60.4M
DIS
Walt Disney CO

Communication Services
10.1K
+ 3.02%
$81.72 - $124.01 $829K - $1.26M
347K $43M
C
Citigroup Inc

Financial Services
23.1K
+ 5.15%
$58.13 - $85.12 $1.34M - $1.96M
471K $40.1M
RMD
Resmed Inc

Healthcare
32
+ 0.02%
$204.54 - $258.0 $6.55K - $8.26K
208K $53.7M
COF
Capital One Financial Corp

Financial Services
32.3K
New
$150.57 - $212.76 $4.86M - $6.86M
32.3K $6.86M
GOOGL
Alphabet Inc.

Communication Services
4.78K
+ 1.91%
$144.7 - $178.6 $692K - $854K
255K $44.9M
Blackrock Inc
125
+ 0.23%
N/A
55.3K $58M
HON
Honeywell International Inc

Industrials
70
+ 0.03%
$182.86 - $232.88 $12.8K - $16.3K
243K $56.6M
USB
Us Bancorp \De\

Financial Services
9.15K
+ 1.11%
$36.4 - $45.76 $333K - $419K
837K $37.9M
GPC
Genuine Parts CO

Consumer Cyclical
18K
+ 6.05%
$105.54 - $129.09 $1.9M - $2.32M
315K $38.2M
DGRO
Ishares Core Dividend Growth E

ETFs
20.5K
+ 3.87%
$55.22 - $63.94 $1.13M - $1.31M
551K $35.2M
PPG
Ppg Industries Inc

Basic Materials
7.96K
+ 2.69%
$91.66 - $115.04 $730K - $916K
304K $34.6M
XLK
Technology Sector Spdr

ETFs
7.66K
+ 310.33%
$179.73 - $253.23 $1.38M - $1.94M
10.1K $2.56M
LMT
Lockheed Martin Corp

Industrials
965
+ 1.08%
$430.82 - $486.45 $416K - $469K
90.4K $41.9M
XLI
Industrial Sector Spdr

ETFs
12.3K
+ 266.19%
$116.42 - $147.52 $1.43M - $1.81M
16.9K $2.49M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
25K
New
$59.8 - $60.07 $1.5M - $1.5M
25K $1.5M
XLF
Financial Sector Spdr

ETFs
18.6K
+ 13.54%
$43.92 - $52.37 $817K - $975K
156K $8.17M
D
Dominion Energy, Inc

Utilities
15.5K
+ 2.82%
$49.66 - $58.0 $770K - $899K
566K $32M
RGA
Reinsurance Group Of America Inc

Financial Services
3.59K
+ 1.47%
$168.32 - $209.71 $605K - $753K
248K $49.2M
SCI
Service Corp International

Consumer Cyclical
4.65K
+ 0.88%
$73.58 - $81.65 $342K - $380K
533K $43.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
550
+ 0.57%
$152.93 - $181.74 $84.1K - $100K
97.8K $17.8M
XLC
Select Sector Spdr Tr Communic

ETFs
3.55K
+ 8.19%
$86.13 - $108.53 $306K - $385K
46.9K $5.09M
BX
Blackstone Inc.

Financial Services
5.62K
+ 263.74%
$120.07 - $151.11 $674K - $848K
7.74K $1.16M
CVS
Cvs Health Corp

Healthcare
4.75K
+ 1.2%
$60.04 - $70.18 $285K - $333K
401K $27.7M
XLU
Utilities Sector Spdr

ETFs
3.71K
+ 2.04%
$73.09 - $82.77 $271K - $307K
185K $15.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.34K
New
$468.22 - $566.51 $629K - $761K
1.34K $761K
DOX
Amdocs LTD

Technology
8.93K
+ 2.01%
$80.46 - $94.08 $718K - $840K
453K $41.3M
VTV
Vanguard Value ETF

ETFs
3.67K
+ 305.83%
$153.67 - $176.74 $564K - $649K
4.87K $861K
NVDA
Nvidia Corp

Technology
741
+ 7.5%
$94.31 - $157.99 $69.9K - $117K
10.6K $1.68M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2K
New
$179.95 - $278.88 $360K - $557K
2K $557K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.1K
New
$39.89 - $49.46 $442K - $549K
11.1K $549K
VBR
Vanguard Small Cap Value ETF

ETFs
2.7K
New
$162.76 - $195.77 $440K - $529K
2.7K $527K
SYY
Sysco Corp

Consumer Defensive
1.62K
+ 0.33%
$68.0 - $75.91 $110K - $123K
493K $37.3M
WMT
Walmart Inc.

Consumer Defensive
1.72K
+ 6.09%
$81.79 - $99.98 $141K - $172K
30K $2.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
453
+ 15.58%
$496.48 - $617.85 $225K - $280K
3.36K $2.08M
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
New
$221.86 - $362.89 $285K - $466K
1.29K $408K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
825
New
$376.48 - $440.65 $311K - $364K
825 $364K
HD
Home Depot, Inc.

Consumer Cyclical
878
+ 0.7%
$335.24 - $380.78 $294K - $334K
127K $46.4M
Ge Vernova Inc
619
New
N/A
619 $327K
QQQ
Invesco Qqq Trust, Series 1

ETFs
403
+ 35.48%
$416.06 - $551.64 $168K - $222K
1.54K $849K
VUG
Vanguard Growth ETF

ETFs
706
New
$329.49 - $438.4 $233K - $310K
706 $310K
PWR
Quanta Services, Inc.

Industrials
765
New
$239.47 - $381.26 $183K - $292K
765 $289K
GE
General Electric CO

Industrials
723
+ 43.55%
$166.81 - $257.39 $121K - $186K
2.38K $613K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10K
+ 2.52%
$18.28 - $18.7 $184K - $188K
408K $7.62M
MU
Micron Technology Inc

Technology
2.01K
New
$64.72 - $127.91 $130K - $257K
2.01K $247K
XLY
Select Sector Spdr Consumer Di

ETFs
1.13K
New
$176.34 - $218.59 $200K - $248K
1.13K $246K
VST
Vistra Corp.

Utilities
1.24K
New
$98.07 - $195.04 $121K - $241K
1.24K $240K
Activity Summary
Buys All Purchases 114 New Holdings 19 Increased Positions 95 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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