Vaughan David Investments LLC Purchases in Q4 2024

Vaughan David Investments LLC

  • $4.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
236K
+ 4883.56%
$161.86 - $196.66 $38.1M - $46.3M
240K $45.5M
LNG
Cheniere Energy, Inc.

Energy
3.55K
+ 1.78%
$181.07 - $225.92 $643K - $803K
204K $43.8M
ETR
Entergy Corp

Utilities
383K
+ 99.71%
$73.19 - $156.4 $28M - $59.8M
766K $58.1M
GS
Goldman Sachs Group Inc

Financial Services
754
+ 0.88%
$486.1 - $608.57 $367K - $459K
86.4K $49.5M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
323K
+ 1097.11%
$18.28 - $18.87 $5.9M - $6.09M
352K $6.46M
CSCO
Cisco Systems, Inc.

Technology
7
+ 0.0%
$52.45 - $60.02 $367 - $420
956K $56.6M
DIS
Walt Disney CO

Communication Services
2.95K
+ 0.9%
$92.39 - $117.6 $273K - $347K
331K $36.9M
HON
Honeywell International Inc

Industrials
1.38K
+ 0.58%
$202.84 - $236.0 $281K - $326K
242K $54.6M
NI
Nisource Inc.

Utilities
11.3K
+ 0.85%
$33.74 - $38.25 $380K - $431K
1.33M $48.9M
T
At&T Inc.

Communication Services
33.1K
+ 1.65%
$21.22 - $23.88 $702K - $790K
2.03M $46.3M
USB
Us Bancorp \De\

Financial Services
3.06K
+ 0.38%
$43.98 - $53.66 $134K - $164K
813K $38.9M
ALL
Allstate Corp

Financial Services
368
+ 0.14%
$181.25 - $208.2 $66.7K - $76.6K
273K $52.6M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
45K
+ 14.9%
$20.08 - $20.61 $903K - $927K
347K $6.98M
SCI
Service Corp International

Consumer Cyclical
3.36K
+ 0.64%
$73.36 - $88.6 $246K - $298K
526K $42M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
28.2K
+ 7.84%
$19.42 - $19.76 $547K - $557K
388K $7.55M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23K
+ 5.79%
$19.38 - $19.58 $446K - $451K
421K $8.17M
XLV
Select Sector Spdr Fund Health

ETFs
5.44K
+ 24.7%
$136.28 - $154.74 $741K - $841K
27.5K $3.78M
WMT
Walmart Inc.

Consumer Defensive
292
+ 1.0%
$79.1 - $95.7 $23.1K - $27.9K
29.5K $2.67M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.1K
+ 3.39%
$20.6 - $20.71 $291K - $293K
431K $8.91M
ACN
Accenture PLC

Technology
1.46K
+ 1.1%
$343.9 - $376.86 $501K - $549K
134K $47.2M
EOG
Eog Resources Inc

Energy
3.22K
+ 1.05%
$118.22 - $136.54 $381K - $440K
310K $38M
TSLA
Tesla, Inc.

Consumer Cyclical
679
New
$213.65 - $479.86 $145K - $326K
679 $274K
MS
Morgan Stanley

Financial Services
1.61K
New
$104.42 - $134.99 $168K - $217K
1.61K $202K
GOOG
Alphabet Inc.

Communication Services
330
+ 6.41%
$163.08 - $198.16 $53.8K - $65.4K
5.48K $1.04M
XLP
Consumer Staples Sector Spdr

ETFs
3.81K
+ 12.64%
N/A
34K $2.67M
DOX
Amdocs LTD

Technology
13.5K
+ 3.21%
$82.94 - $92.86 $1.12M - $1.26M
436K $37.1M
NVDA
Nvidia Corp

Technology
114
+ 1.16%
$117.0 - $148.88 $13.3K - $17K
9.95K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
170
+ 6.44%
$567.81 - $607.81 $96.5K - $103K
2.81K $1.65M
CBSH
Commerce Bancshares Inc

Financial Services
987
+ 4.98%
$57.04 - $74.36 $56.3K - $73.4K
20.8K $1.3M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$54.98 - $77.35 $55 - $77.4
4.03K $283K
BMY
Bristol Myers Squibb CO

Healthcare
79
+ 1.02%
$51.92 - $59.94 $4.1K - $4.74K
7.86K $444K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 5.49%
$521.84 - $558.82 $19.3K - $20.7K
711 $383K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
818K
+ 209.42%
$26.93 - $84.95 $22M - $69.5M
1.21M $33M
WM
Waste Management Inc

Industrials
5
+ 0.34%
$201.79 - $228.46 $1.01K - $1.14K
1.48K $298K
XLE
Energy Sector Spdr

ETFs
816
+ 2.09%
$83.32 - $97.27 $68K - $79.4K
39.8K $3.41M
PFE
Pfizer Inc

Healthcare
221
+ 1.77%
$24.8 - $30.19 $5.48K - $6.67K
12.7K $337K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.09%
$288.47 - $316.54 $1.44K - $1.58K
5.72K $1.66M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.19K
+ 2.42%
$285.5 - $335.62 $909K - $1.07M
135K $39.1M
AMAT
Applied Materials Inc

Technology
20
+ 0.83%
$161.44 - $213.89 $3.23K - $4.28K
2.42K $394K
ABT
Abbott Laboratories

Healthcare
2.59K
+ 0.6%
$111.93 - $119.39 $290K - $310K
434K $49.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.71K
+ 49.26%
$22.63 - $47.53 $83.9K - $176K
11.2K $255K
DGRO
Ishares Core Dividend Growth E

ETFs
9.14K
+ 1.76%
$60.73 - $64.94 $555K - $593K
528K $32.4M
CVX
Chevron Corp

Energy
3.8K
+ 1.18%
$141.15 - $162.53 $536K - $617K
326K $47.2M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.05%
$727.2 - $932.06 $727 - $932
2.21K $1.71M
UPS
United Parcel Service Inc

Industrials
10
+ 0.03%
$122.65 - $138.35 $1.23K - $1.38K
31.5K $3.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
435
+ 0.43%
$174.22 - $187.62 $75.8K - $81.6K
102K $17.8M
SYY
Sysco Corp

Consumer Defensive
5.54K
+ 1.17%
$73.63 - $81.77 $408K - $453K
480K $36.7M
PM
Philip Morris International Inc.

Consumer Defensive
176
+ 0.05%
$118.38 - $133.06 $20.8K - $23.4K
340K $40.9M
WEC
Wec Energy Group, Inc.

Utilities
4.25K
+ 0.88%
$92.94 - $101.82 $395K - $433K
489K $46M
Activity Summary
Buys All Purchases 87 New Holdings 2 Increased Positions 85 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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