Vaughan David Investments LLC Purchases in Q3 2025

Vaughan David Investments LLC

  • $4.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
184K
+ 12248.0%
$213.88 - $237.1 $39.3M - $43.6M
185K $40.9M
XEL
Xcel Energy Inc

Utilities
7.9K
+ 1.12%
$67.56 - $80.65 $533K - $637K
711K $57.3M
C
Citigroup Inc

Financial Services
774
+ 0.16%
$85.57 - $103.49 $66.2K - $80.1K
472K $47.9M
GPC
Genuine Parts CO

Consumer Cyclical
1.98K
+ 0.63%
$122.23 - $142.77 $242K - $283K
317K $44M
UNH
Unitedhealth Group Inc

Healthcare
1.64K
+ 1.13%
$237.77 - $353.61 $390K - $580K
147K $50.7M
NEE
Nextera Energy Inc

Utilities
7.69K
+ 1.1%
$69.77 - $77.54 $536K - $596K
709K $53.5M
OMC
Omnicom Group Inc.

Communication Services
794
+ 0.17%
$70.41 - $81.53 $55.9K - $64.7K
466K $38M
LMT
Lockheed Martin Corp

Industrials
1.6K
+ 1.77%
$410.74 - $499.21 $658K - $799K
92K $45.9M
NI
Nisource Inc.

Utilities
4K
+ 0.31%
$39.0 - $43.33 $156K - $173K
1.32M $56.9M
AZN
Astrazeneca PLC

Healthcare
5.07K
+ 1.0%
$68.72 - $82.11 $348K - $416K
510K $39.1M
CVS
Cvs Health Corp

Healthcare
11.2K
+ 2.8%
$58.75 - $76.5 $661K - $860K
412K $31.1M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
11.7K
+ 4.78%
$123.6 - $138.88 $1.45M - $1.63M
257K $34.7M
DGRO
Ishares Core Dividend Growth E

ETFs
7.5K
+ 1.36%
$64.12 - $68.08 $481K - $510K
558K $38M
DUK
Duke Energy Corp

Utilities
2.78K
+ 0.67%
$116.31 - $125.93 $323K - $350K
420K $52M
MRK
Merck & Co., Inc.

Healthcare
8.66K
+ 2.15%
$77.6 - $87.37 $672K - $757K
412K $34.6M
USB
Us Bancorp \De\

Financial Services
1.39K
+ 0.17%
$43.94 - $50.41 $61.2K - $70.2K
839K $40.5M
COP
Conocophillips

Energy
490
+ 0.09%
$91.0 - $98.99 $44.6K - $48.5K
524K $49.5M
SO
Southern CO

Utilities
1.98K
+ 0.34%
$90.83 - $96.0 $179K - $190K
582K $55.2M
XLF
Financial Sector Spdr

ETFs
25.4K
+ 16.31%
$51.37 - $54.25 $1.31M - $1.38M
181K $9.78M
XLK
Technology Sector Spdr

ETFs
4.08K
+ 40.3%
$250.97 - $282.66 $1.02M - $1.15M
14.2K $4.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.52K
+ 0.29%
$26.38 - $27.95 $92.8K - $98.3K
1.21M $32.9M
VZ
Verizon Communications Inc

Communication Services
7.18K
+ 0.73%
$40.84 - $45.06 $293K - $324K
997K $43.8M
BSCU
Invesco Exc Self Ind Tr

ETFs
54.5K
+ 18.96%
$16.67 - $17.03 $909K - $929K
342K $5.78M
RSP
Invesco S&P 500 Equal Weight E

ETFs
165
+ 0.17%
$181.56 - $190.33 $30K - $31.4K
97.9K $18.6M
GOOG
Alphabet Inc.

Communication Services
453
+ 8.88%
$175.16 - $255.24 $79.3K - $116K
5.56K $1.35M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.8K
+ 4.98%
$19.61 - $19.79 $408K - $411K
438K $8.64M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.7K
+ 4.75%
$20.41 - $20.67 $381K - $386K
412K $8.47M
NVDA
Nvidia Corp

Technology
542
+ 5.1%
$153.3 - $186.58 $83.1K - $101K
11.2K $2.08M
BX
Blackstone Inc.

Financial Services
1.2K
+ 15.55%
$152.77 - $188.68 $184K - $227K
8.95K $1.53M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.5K
+ 4.04%
$18.61 - $18.94 $307K - $312K
424K $7.98M
XLV
Select Sector Spdr Fund Health

ETFs
1.47K
+ 5.1%
$129.01 - $139.72 $190K - $205K
30.3K $4.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
223
+ 6.63%
$617.65 - $666.84 $138K - $149K
3.58K $2.39M
VTV
Vanguard Value ETF

ETFs
1.28K
+ 26.26%
$175.51 - $186.57 $225K - $239K
6.15K $1.15M
XLI
Industrial Sector Spdr

ETFs
1.1K
+ 6.54%
$147.94 - $154.99 $163K - $171K
18K $2.77M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
530
+ 64.24%
$435.72 - $463.74 $231K - $246K
1.36K $628K
EBAY
Ebay Inc

Consumer Cyclical
2.81K
New
$75.33 - $100.77 $212K - $283K
2.81K $256K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.91K
New
$47.96 - $50.54 $236K - $248K
4.91K $248K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
391
New
$567.77 - $614.76 $222K - $240K
391 $239K
FTI
Technip Fmc PLC

Energy
5.7K
New
$32.19 - $40.89 $183K - $233K
5.7K $225K
VTI
Vanguard Total Stock Market Et

ETFs
653
New
$303.93 - $329.86 $198K - $215K
653 $214K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10K
+ 2.24%
$19.49 - $19.61 $195K - $197K
457K $8.95M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.57K
New
$53.54 - $64.21 $191K - $229K
3.57K $213K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
282
+ 20.98%
$567.09 - $607.37 $160K - $171K
1.63K $969K
DHI
Horton D R Inc

Consumer Cyclical
1.2K
New
$129.82 - $184.04 $156K - $221K
1.2K $203K
WMT
Walmart Inc.

Consumer Defensive
246
+ 0.82%
$94.4 - $104.27 $23.2K - $25.7K
30.3K $3.12M
LLY
Eli Lilly & CO

Healthcare
286
+ 12.7%
$625.65 - $812.69 $179K - $232K
2.54K $1.94M
IVV
Ishares Core S&P 500 ETF

ETFs
229
+ 57.39%
$620.67 - $670.08 $142K - $153K
628 $420K
IWP
Ishares Russell Mid Cap Growth

ETFs
938
+ 22.62%
$137.51 - $145.26 $129K - $136K
5.09K $724K
AMZN
Amazon Com Inc

Consumer Cyclical
465
+ 9.76%
$211.65 - $238.24 $98.4K - $111K
5.23K $1.15M
Activity Summary
Buys All Purchases 73 New Holdings 7 Increased Positions 66 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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