Vaughan David Investments LLC Purchases in Q1 2025

Vaughan David Investments LLC

  • $4.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
1.06K
New
$182.82 - $196.21 $194K - $209K
1.06K $200K
SYY
Sysco Corp

Consumer Defensive
11.6K
+ 2.41%
$70.0 - $77.13 $809K - $891K
491K $36.9M
MMM
3 M CO

Industrials
32
+ 0.64%
$129.7 - $155.12 $4.15K - $4.96K
5.02K $737K
AEE
Ameren Corp

Utilities
1
+ 0.01%
$86.87 - $103.67 $86.9 - $104
6.97K $700K
NFG
National Fuel Gas CO

Energy
30
+ 0.91%
$60.71 - $79.19 $1.82K - $2.38K
3.33K $264K
PEP
Pepsico Inc

Consumer Defensive
4.31K
+ 1.56%
$142.64 - $156.42 $615K - $675K
281K $42.1M
VIG
Vanguard Dividend Appreciation

ETFs
315
+ 7.13%
N/A
4.73K $918K
WFC
Wells Fargo & Company

Financial Services
336
+ 8.33%
$66.78 - $81.42 $22.4K - $27.4K
4.37K $314K
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 12.92%
$468.34 - $539.52 $60.9K - $70.1K
1.14K $533K
MA
Mastercard Inc

Financial Services
5
+ 1.2%
$504.67 - $576.31 $2.52K - $2.88K
421 $231K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.1%
$576.36 - $736.67 $1.15K - $1.47K
2.07K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 3.49%
$551.42 - $612.93 $54K - $60.1K
2.91K $1.63M
NEE
Nextera Energy Inc

Utilities
7.41K
+ 1.07%
$66.96 - $76.16 $496K - $564K
698K $49.4M
GIS
General Mills Inc

Consumer Defensive
26.3K
+ 4.93%
$57.56 - $65.3 $1.51M - $1.72M
560K $33.5M
RMD
Resmed Inc

Healthcare
1.98K
+ 0.96%
$219.7 - $257.65 $434K - $509K
208K $46.6M
OMC
Omnicom Group Inc.

Communication Services
4.68K
+ 1.05%
$79.43 - $88.34 $372K - $413K
451K $37.4M
RLI
Rli Corp

Financial Services
145K
+ 95.83%
$71.75 - $163.21 $10.4M - $23.7M
297K $23.9M
GS
Goldman Sachs Group Inc

Financial Services
782
+ 0.91%
$524.81 - $672.19 $410K - $526K
87.2K $47.6M
PPG
Ppg Industries Inc

Basic Materials
7.41K
+ 2.57%
$107.44 - $124.29 $796K - $921K
296K $32.3M
HD
Home Depot, Inc.

Consumer Cyclical
331
+ 0.26%
$347.25 - $424.87 $115K - $141K
126K $46.1M
LMT
Lockheed Martin Corp

Industrials
756
+ 0.85%
$423.19 - $506.29 $320K - $383K
89.4K $40M
HON
Honeywell International Inc

Industrials
1.22K
+ 0.51%
$202.75 - $226.52 $248K - $277K
243K $51.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
12.4K
+ 8.42%
$161.05 - $222.93 $2M - $2.76M
160K $29.3M
MRK
Merck & Co., Inc.

Healthcare
4.43K
+ 1.14%
$83.01 - $101.02 $368K - $448K
392K $35.2M
RGA
Reinsurance Group Of America Inc

Financial Services
2.29K
+ 0.95%
$186.01 - $231.1 $426K - $529K
244K $48.1M
DIS
Walt Disney CO

Communication Services
5.32K
+ 1.61%
$96.87 - $114.0 $515K - $606K
336K $33.2M
Blackrock Inc
451
+ 0.82%
N/A
55.2K $52.2M
USB
Us Bancorp \De\

Financial Services
14.8K
+ 1.82%
$40.92 - $50.9 $605K - $752K
828K $35M
ACN
Accenture PLC

Technology
671
+ 0.5%
$300.91 - $398.25 $202K - $267K
135K $42.1M
GOOGL
Alphabet Inc.

Communication Services
9.43K
+ 3.92%
$154.33 - $206.19 $1.45M - $1.94M
250K $38.6M
TGT
Target Corp

Consumer Defensive
8.8K
+ 2.98%
$103.65 - $142.5 $912K - $1.25M
304K $31.7M
Activity Summary
Buys All Purchases 82 New Holdings 10 Increased Positions 72 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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