Vaughan David Investments LLC Purchases in Q2 2025

Vaughan David Investments LLC

  • $4.47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
297
New
$544.07 - $787.63 $162K - $234K
297 $234K
QCOM
Qualcomm Inc

Technology
64
+ 0.17%
$124.66 - $159.48 $7.98K - $10.2K
36.9K $5.87M
RTX
Raytheon Technologies Corp

Industrials
1.46K
New
$113.75 - $148.48 $166K - $217K
1.46K $213K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.51K
New
$71.96 - $83.42 $181K - $210K
2.51K $208K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.79K
+ 1.76%
$20.16 - $20.49 $137K - $139K
393K $8.06M
EMR
Emerson Electric CO

Industrials
682
+ 23.52%
$94.15 - $133.33 $64.2K - $90.9K
3.58K $478K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.55K
+ 0.99%
$63.54 - $68.5 $352K - $380K
565K $38.1M
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 2.75%
$908.13 - $1056.85 $46.3K - $53.9K
1.9K $1.88M
SO
Southern CO

Utilities
2.03K
+ 0.35%
$84.91 - $92.56 $173K - $188K
581K $53.3M
MMM
3 M CO

Industrials
548
+ 10.93%
$126.09 - $154.15 $69.1K - $84.5K
5.56K $847K
NOC
Northrop Grumman Corp

Industrials
230
+ 21.64%
$456.3 - $540.39 $105K - $124K
1.29K $646K
BK
Bank Of New York Mellon Corp

Financial Services
312
+ 3.09%
$73.31 - $91.62 $22.9K - $28.6K
10.4K $948K
MA
Mastercard Inc

Financial Services
114
+ 27.08%
$479.92 - $590.74 $54.7K - $67.3K
535 $301K
SHEL
Shell PLC

Energy
1.24K
+ 20.01%
$59.75 - $73.05 $74K - $90.5K
7.43K $523K
V
Visa Inc.

Financial Services
171
+ 10.95%
$308.27 - $373.31 $52.7K - $63.8K
1.73K $615K
WFC
Wells Fargo & Company

Financial Services
244
+ 5.58%
$60.98 - $80.12 $14.9K - $19.5K
4.61K $370K
FCX
Freeport Mcmoran Inc

Basic Materials
386
+ 6.84%
$29.15 - $44.46 $11.3K - $17.2K
6.03K $262K
SHW
Sherwin Williams CO

Basic Materials
150
+ 17.75%
$313.51 - $363.51 $47K - $54.5K
995 $342K
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
PSX
Phillips 66

Energy
262
+ 6.83%
$92.87 - $125.73 $24.3K - $32.9K
4.1K $489K
SCHV
Schwab Strategic Tr Us Large C

ETFs
24
+ 0.18%
$23.55 - $27.67 $565 - $664
13.3K $369K
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
SBUX
Starbucks Corp

Consumer Cyclical
725
+ 5.55%
$79.69 - $99.41 $57.8K - $72.1K
13.8K $1.26M
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
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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