Vaughan David Investments LLC Purchases in Q1 2025

Vaughan David Investments LLC

  • $4.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
298K
+ 947.17%
$109.66 - $136.26 $32.7M - $40.6M
329K $36.2M
C
Citigroup Inc

Financial Services
448K
New
$67.23 - $84.63 $30.1M - $37.9M
448K $31.8M
T
At&T Inc.

Communication Services
22.1K
+ 1.08%
$21.56 - $28.28 $476K - $624K
2.06M $58.2M
CVS
Cvs Health Corp

Healthcare
23.6K
+ 6.34%
$44.22 - $68.64 $1.04M - $1.62M
396K $26.9M
AEP
American Electric Power CO Inc

Utilities
1.3K
+ 0.27%
$90.32 - $109.27 $117K - $142K
478K $52.2M
WEC
Wec Energy Group, Inc.

Utilities
2.8K
+ 0.57%
$92.12 - $108.98 $258K - $305K
492K $53.6M
JNJ
Johnson & Johnson

Healthcare
2.59K
+ 0.83%
$142.06 - $167.7 $368K - $434K
315K $52.2M
DTE
Dte Energy CO

Utilities
5.8K
+ 1.67%
$117.6 - $138.27 $682K - $801K
353K $48.8M
DUK
Duke Energy Corp

Utilities
3.18K
+ 0.77%
$105.87 - $121.97 $337K - $388K
414K $50.5M
SO
Southern CO

Utilities
7.75K
+ 1.36%
$80.96 - $92.96 $628K - $721K
578K $53.2M
VZ
Verizon Communications Inc

Communication Services
15.3K
+ 1.6%
$37.81 - $46.49 $580K - $713K
976K $44.3M
XOM
Exxon Mobil Corp

Energy
7.03K
+ 1.81%
$105.44 - $118.93 $741K - $836K
396K $47.1M
AZN
Astrazeneca PLC

Healthcare
15.5K
+ 3.25%
$65.37 - $77.96 $1.01M - $1.21M
493K $36.2M
MDT
Medtronic PLC

Healthcare
10.6K
+ 2.76%
$79.84 - $94.5 $845K - $1M
393K $35.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.08K
+ 0.37%
$56.12 - $68.15 $117K - $142K
559K $37.9M
NI
Nisource Inc.

Utilities
2.1K
+ 0.16%
$35.57 - $41.23 $74.8K - $86.7K
1.33M $53.5M
LNT
Alliant Energy Corp

Utilities
4.58K
+ 0.6%
$56.66 - $66.04 $260K - $302K
768K $49.4M
ALL
Allstate Corp

Financial Services
337
+ 0.12%
$180.99 - $210.18 $61K - $70.8K
273K $56.6M
SLB
Schlumberger Limited

Energy
30.8K
+ 4.07%
$38.4 - $43.74 $1.18M - $1.35M
787K $32.9M
KMB
Kimberly Clark Corp

Consumer Defensive
3.54K
+ 1.27%
$124.46 - $147.4 $440K - $521K
282K $40.1M
DOX
Amdocs LTD

Technology
8.26K
+ 1.89%
$82.21 - $92.02 $679K - $760K
444K $40.6M
XEL
Xcel Energy Inc

Utilities
4.78K
+ 0.69%
$63.37 - $72.1 $303K - $345K
693K $49.1M
UNH
Unitedhealth Group Inc

Healthcare
87
+ 0.06%
$461.52 - $548.18 $40.2K - $47.7K
139K $72.9M
EOG
Eog Resources Inc

Energy
3.67K
+ 1.18%
$120.54 - $138.05 $442K - $507K
314K $40.2M
GPC
Genuine Parts CO

Consumer Cyclical
8.26K
+ 2.86%
$115.91 - $129.02 $957K - $1.07M
297K $35.4M
D
Dominion Energy, Inc

Utilities
7.99K
+ 1.47%
$52.85 - $57.43 $422K - $459K
551K $30.9M
ZTS
Zoetis Inc.

Healthcare
6.19K
+ 3.13%
$156.48 - $175.67 $968K - $1.09M
203K $33.5M
SPGI
S&P Global Inc.

Financial Services
90
+ 0.08%
$478.26 - $543.77 $43K - $48.9K
117K $59.6M
PG
Procter & Gamble CO

Consumer Defensive
2.14K
+ 0.71%
$158.56 - $176.26 $339K - $377K
303K $51.7M
FE
Firstenergy Corp

Utilities
9.88K
+ 0.89%
$37.95 - $43.5 $375K - $430K
1.12M $45.4M
XLU
Utilities Sector Spdr

ETFs
5.54K
+ 3.15%
$74.7 - $80.27 $413K - $444K
181K $14.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
889
+ 0.66%
$283.24 - $338.07 $252K - $301K
136K $40M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
45.7K
+ 12.99%
$18.18 - $18.58 $831K - $849K
398K $7.37M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
39.7K
+ 11.44%
$20.05 - $20.4 $795K - $809K
386K $7.86M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
LECO
Lincoln Electric Holdings Inc

Industrials
1.89K
+ 0.83%
$180.51 - $216.81 $340K - $409K
230K $43.4M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
30K
+ 7.73%
$19.43 - $19.62 $582K - $588K
418K $8.18M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
30.9K
+ 7.35%
$19.42 - $19.54 $600K - $604K
452K $8.8M
BSCU
Invesco Exc Self Ind Tr

ETFs
26K
New
$16.2 - $16.64 $422K - $433K
26K $432K
SCI
Service Corp International

Consumer Cyclical
2.75K
+ 0.52%
$75.99 - $84.16 $209K - $231K
529K $42.4M
DGRO
Ishares Core Dividend Growth E

ETFs
2.68K
+ 0.51%
$60.46 - $64.42 $162K - $173K
530K $32.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.3K
New
$25.77 - $27.6 $343K - $367K
13.3K $354K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.22K
New
$96.18 - $109.82 $310K - $353K
3.22K $330K
LLY
Eli Lilly & CO

Healthcare
152
+ 6.88%
$725.72 - $929.72 $110K - $141K
2.36K $1.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.67K
New
$24.91 - $29.02 $241K - $281K
9.67K $242K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.9K
+ 2.53%
$20.64 - $20.73 $226K - $227K
442K $9.15M
LNC
Lincoln National Corp

Financial Services
6.29K
New
$30.06 - $39.23 $189K - $247K
6.29K $226K
IVV
Ishares Core S&P 500 ETF

ETFs
399
New
$554.06 - $615.85 $221K - $246K
399 $224K
VTV
Vanguard Value ETF

ETFs
1.2K
New
$167.73 - $179.21 $201K - $215K
1.2K $207K
Activity Summary
Buys All Purchases 82 New Holdings 10 Increased Positions 72 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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