Vaughan David Investments LLC Portfolio Holdings
Vaughan David Investments LLC
- $4.27 Billion
- Q1 2025
Vaughan David Investments LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.27 Billion distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $113M, Broadcom Inc. with a value of $87.5M, Jpmorgan Chase & CO with a value of $86.4M, Deere & CO with a value of $76.2M, and Oracle Corp with a value of $73.5M.
Examining the 13F form we can see an increase of $44.3M in the current position value, from $4.23B to 4.27B.
Vaughan David Investments LLC is based out at Peoria, IL
Below you can find more details about Vaughan David Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.27 Billion
Financial Services: $731 Million
Utilities: $686 Million
Healthcare: $571 Million
Technology: $453 Million
Consumer Defensive: $410 Million
Industrials: $388 Million
Energy: $343 Million
Communication Services: $215 Million
Other: $378 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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