Vaughan David Investments LLC Incresed Positions in Q2 2025

Vaughan David Investments LLC

  • $4.47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
17
+ 0.18%
$22.27 - $29.21 $379 - $497
9.69K $283K
MCD
Mcdonalds Corp

Consumer Cyclical
445
+ 8.3%
$285.55 - $321.23 $127K - $143K
5.81K $1.7M
PFE
Pfizer Inc

Healthcare
1.45K
+ 11.28%
$21.59 - $24.84 $31.2K - $35.9K
14.3K $346K
SCHV
Schwab Strategic Tr Us Large C

ETFs
24
+ 0.18%
$23.55 - $27.67 $565 - $664
13.3K $369K
PSX
Phillips 66

Energy
262
+ 6.83%
$92.87 - $125.73 $24.3K - $32.9K
4.1K $489K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
70
+ 2.16%
$77.94 - $79.5 $5.46K - $5.57K
3.32K $264K
WM
Waste Management Inc

Industrials
45
+ 3.09%
$216.47 - $242.1 $9.74K - $10.9K
1.5K $343K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
180
+ 1.76%
$22.68 - $23.28 $4.08K - $4.19K
10.4K $242K
UNP
Union Pacific Corp

Industrials
111
+ 3.26%
$208.27 - $238.46 $23.1K - $26.5K
3.52K $809K
CBSH
Commerce Bancshares Inc

Financial Services
33
+ 0.16%
$55.42 - $65.63 $1.83K - $2.17K
20.8K $1.3M
EPD
Enterprise Products Partners L.P.

Energy
8
+ 0.11%
$28.95 - $34.22 $232 - $274
7.25K $225K
PGR
Progressive Corp

Financial Services
90
+ 3.08%
$255.27 - $288.74 $23K - $26K
3.01K $803K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.45K
+ 1403.87%
$87.84 - $1441.89 $478K - $7.85M
5.84K $526K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.32K
+ 0.35%
$99.97 - $129.69 $132K - $172K
383K $39.9M
XLV
Select Sector Spdr Fund Health

ETFs
1.64K
+ 6.05%
$128.77 - $144.3 $212K - $237K
28.8K $3.88M
BMY
Bristol Myers Squibb CO

Healthcare
342
+ 4.55%
$44.12 - $59.6 $15.1K - $20.4K
7.86K $364K
AAPL
Apple Inc.

Technology
1.08K
+ 3.78%
$172.42 - $223.89 $187K - $242K
29.7K $6.1M
KO
Coca Cola CO

Consumer Defensive
2.3K
+ 0.36%
$68.37 - $73.9 $157K - $170K
642K $45.4M
MDT
Medtronic PLC

Healthcare
7.24K
+ 1.84%
$80.68 - $88.86 $584K - $643K
401K $34.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.99K
+ 2.94%
$248.61 - $294.96 $993K - $1.18M
140K $39.4M
NEE
Nextera Energy Inc

Utilities
3.93K
+ 0.56%
$64.11 - $75.0 $252K - $295K
701K $48.7M
AZN
Astrazeneca PLC

Healthcare
12.2K
+ 2.47%
$64.87 - $75.0 $790K - $914K
505K $35.3M
XEL
Xcel Energy Inc

Utilities
9.51K
+ 1.37%
$65.65 - $72.39 $624K - $688K
703K $47.9M
DUK
Duke Energy Corp

Utilities
3.53K
+ 0.85%
$112.46 - $124.05 $397K - $438K
418K $49.3M
ACN
Accenture PLC

Technology
1.71K
+ 1.27%
$279.23 - $323.21 $477K - $552K
137K $40.8M
VZ
Verizon Communications Inc

Communication Services
14K
+ 1.43%
$41.67 - $45.62 $582K - $637K
990K $42.8M
TGT
Target Corp

Consumer Defensive
527
+ 0.17%
$88.76 - $105.77 $46.8K - $55.7K
304K $30M
ZTS
Zoetis Inc.

Healthcare
22
+ 0.01%
$144.41 - $170.3 $3.18K - $3.75K
204K $31.7M
DTE
Dte Energy CO

Utilities
1.16K
+ 0.33%
$127.39 - $139.49 $148K - $162K
354K $46.9M
EOG
Eog Resources Inc

Energy
5.08K
+ 1.62%
$104.61 - $129.97 $531K - $660K
319K $38.1M
WEC
Wec Energy Group, Inc.

Utilities
2.11K
+ 0.43%
$102.24 - $109.76 $216K - $231K
494K $51.5M
AEP
American Electric Power CO Inc

Utilities
2.87K
+ 0.6%
$98.59 - $109.11 $282K - $313K
481K $49.9M
LNT
Alliant Energy Corp

Utilities
9.73K
+ 1.27%
$58.79 - $64.85 $572K - $631K
778K $47M
PEP
Pepsico Inc

Consumer Defensive
18.4K
+ 6.56%
$128.02 - $151.37 $2.36M - $2.78M
299K $39.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.02K
+ 2.51%
$160.0 - $195.62 $642K - $785K
164K $26.6M
MRK
Merck & Co., Inc.

Healthcare
11.9K
+ 3.04%
$73.47 - $87.12 $874K - $1.04M
404K $31.9M
XOM
Exxon Mobil Corp

Energy
9.03K
+ 2.28%
$99.93 - $119.04 $902K - $1.07M
405K $43.7M
JNJ
Johnson & Johnson

Healthcare
2.59K
+ 0.82%
$146.36 - $159.82 $379K - $414K
317K $48.4M
OMC
Omnicom Group Inc.

Communication Services
14.7K
+ 3.26%
$69.22 - $79.77 $1.02M - $1.17M
465K $33.5M
SLB
Schlumberger Limited

Energy
34.4K
+ 4.36%
$31.95 - $42.2 $1.1M - $1.45M
822K $27.8M
COP
Conocophillips

Energy
11.4K
+ 2.22%
$82.66 - $106.1 $941K - $1.21M
523K $46.9M
CVX
Chevron Corp

Energy
2.97K
+ 0.91%
$133.73 - $168.51 $398K - $501K
329K $47.1M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 0.29%
$170.16 - $206.27 $172K - $209K
345K $64.1M
UNH
Unitedhealth Group Inc

Healthcare
5.95K
+ 4.27%
$274.35 - $599.47 $1.63M - $3.57M
145K $45.3M
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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