Vaughan David Investments LLC Incresed Positions in Q2 2025

Vaughan David Investments LLC

  • $4.47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
875
+ 0.14%
N/A
621K $60.4M
DIS
Walt Disney CO

Communication Services
10.1K
+ 3.02%
$81.72 - $124.01 $829K - $1.26M
347K $43M
C
Citigroup Inc

Financial Services
23.1K
+ 5.15%
$58.13 - $85.12 $1.34M - $1.96M
471K $40.1M
RMD
Resmed Inc

Healthcare
32
+ 0.02%
$204.54 - $258.0 $6.55K - $8.26K
208K $53.7M
GOOGL
Alphabet Inc.

Communication Services
4.78K
+ 1.91%
$144.7 - $178.6 $692K - $854K
255K $44.9M
Blackrock Inc
125
+ 0.23%
N/A
55.3K $58M
HON
Honeywell International Inc

Industrials
70
+ 0.03%
$182.86 - $232.88 $12.8K - $16.3K
243K $56.6M
BSCU
Invesco Exc Self Ind Tr

ETFs
262K
+ 1005.45%
$16.31 - $16.78 $4.27M - $4.39M
288K $4.83M
USB
Us Bancorp \De\

Financial Services
9.15K
+ 1.11%
$36.4 - $45.76 $333K - $419K
837K $37.9M
GPC
Genuine Parts CO

Consumer Cyclical
18K
+ 6.05%
$105.54 - $129.09 $1.9M - $2.32M
315K $38.2M
PPG
Ppg Industries Inc

Basic Materials
7.96K
+ 2.69%
$91.66 - $115.04 $730K - $916K
304K $34.6M
XLK
Technology Sector Spdr

ETFs
7.66K
+ 310.33%
$179.73 - $253.23 $1.38M - $1.94M
10.1K $2.56M
LMT
Lockheed Martin Corp

Industrials
965
+ 1.08%
$430.82 - $486.45 $416K - $469K
90.4K $41.9M
XLI
Industrial Sector Spdr

ETFs
12.3K
+ 266.19%
$116.42 - $147.52 $1.43M - $1.81M
16.9K $2.49M
XLF
Financial Sector Spdr

ETFs
18.6K
+ 13.54%
$43.92 - $52.37 $817K - $975K
156K $8.17M
D
Dominion Energy, Inc

Utilities
15.5K
+ 2.82%
$49.66 - $58.0 $770K - $899K
566K $32M
RGA
Reinsurance Group Of America Inc

Financial Services
3.59K
+ 1.47%
$168.32 - $209.71 $605K - $753K
248K $49.2M
SCI
Service Corp International

Consumer Cyclical
4.65K
+ 0.88%
$73.58 - $81.65 $342K - $380K
533K $43.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
550
+ 0.57%
$152.93 - $181.74 $84.1K - $100K
97.8K $17.8M
XLC
Select Sector Spdr Tr Communic

ETFs
3.55K
+ 8.19%
$86.13 - $108.53 $306K - $385K
46.9K $5.09M
BX
Blackstone Inc.

Financial Services
5.62K
+ 263.74%
$120.07 - $151.11 $674K - $848K
7.74K $1.16M
CVS
Cvs Health Corp

Healthcare
4.75K
+ 1.2%
$60.04 - $70.18 $285K - $333K
401K $27.7M
XLU
Utilities Sector Spdr

ETFs
3.71K
+ 2.04%
$73.09 - $82.77 $271K - $307K
185K $15.1M
DOX
Amdocs LTD

Technology
8.93K
+ 2.01%
$80.46 - $94.08 $718K - $840K
453K $41.3M
VTV
Vanguard Value ETF

ETFs
3.67K
+ 305.83%
$153.67 - $176.74 $564K - $649K
4.87K $861K
NVDA
Nvidia Corp

Technology
741
+ 7.5%
$94.31 - $157.99 $69.9K - $117K
10.6K $1.68M
SYY
Sysco Corp

Consumer Defensive
1.62K
+ 0.33%
$68.0 - $75.91 $110K - $123K
493K $37.3M
WMT
Walmart Inc.

Consumer Defensive
1.72K
+ 6.09%
$81.79 - $99.98 $141K - $172K
30K $2.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
453
+ 15.58%
$496.48 - $617.85 $225K - $280K
3.36K $2.08M
HD
Home Depot, Inc.

Consumer Cyclical
878
+ 0.7%
$335.24 - $380.78 $294K - $334K
127K $46.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
403
+ 35.48%
$416.06 - $551.64 $168K - $222K
1.54K $849K
GE
General Electric CO

Industrials
723
+ 43.55%
$166.81 - $257.39 $121K - $186K
2.38K $613K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10K
+ 2.52%
$18.28 - $18.7 $184K - $188K
408K $7.62M
QCOM
Qualcomm Inc

Technology
64
+ 0.17%
$124.66 - $159.48 $7.98K - $10.2K
36.9K $5.87M
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
IWS
Ishares Russell Midcap Value E

ETFs
750
+ 42.06%
$110.58 - $132.14 $82.9K - $99.1K
2.53K $335K
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
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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