Vaughan David Investments LLC Reduced Holdings in Q3 2024

Vaughan David Investments LLC

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-499
- 3.71%
$175.1 - $223.38 $87.4K - $111K
12.9K $2.86M
XLF
Financial Sector Spdr

ETFs
-124
- 0.09%
$40.84 - $45.74 $5.06K - $5.67K
145K $6.57M
ES
Eversource Energy

Utilities
-2.5K
- 3.53%
$56.52 - $68.38 $141K - $171K
68.3K $4.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-420
- 0.41%
$162.83 - $179.16 $68.4K - $75.2K
101K $18.1M
APO
Apollo Global Management, Inc.

Financial Services
-13.4K
- 2.52%
$99.16 - $125.81 $1.33M - $1.69M
519K $64.8M
XLU
Utilities Sector Spdr

ETFs
-625
- 0.36%
$67.67 - $80.78 $42.3K - $50.5K
174K $14M
CI
Cigna Corp

Healthcare
-80
- 0.06%
$319.12 - $367.1 $25.5K - $29.4K
142K $49.1M
JPM
Jpmorgan Chase & CO

Financial Services
-3.04K
- 0.82%
$194.9 - $224.8 $592K - $682K
366K $77.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-672
- 0.26%
$210.25 - $231.86 $141K - $156K
254K $56.6M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2.47K
- 0.61%
$138.82 - $162.76 $342K - $402K
402K $65.5M
SO
Southern CO

Utilities
-1.67K
- 0.29%
$77.0 - $90.52 $129K - $151K
568K $51.2M
RF
Regions Financial Corp

Financial Services
-18K
- 0.74%
$19.51 - $23.42 $351K - $422K
2.42M $56.4M
ALL
Allstate Corp

Financial Services
-657
- 0.24%
$158.43 - $192.86 $104K - $127K
272K $51.7M
SPGI
S&P Global Inc.

Financial Services
-357
- 0.3%
$446.32 - $527.38 $159K - $188K
118K $60.8M
ABBV
Abb Vie Inc.

Healthcare
-1.88K
- 0.53%
$163.84 - $199.33 $308K - $375K
354K $70M
AXP
American Express CO

Financial Services
-2.46K
- 0.95%
$225.92 - $271.17 $555K - $667K
257K $69.6M
CEG
Constellation Energy Corp

Utilities
-6.72K
- 3.5%
$167.08 - $262.86 $1.12M - $1.77M
186K $48.2M
UNH
Unitedhealth Group Inc

Healthcare
-474
- 0.34%
$488.01 - $604.18 $231K - $286K
139K $81.4M
ORCL
Oracle Corp

Technology
-5.2K
- 0.92%
$125.9 - $170.35 $655K - $886K
558K $95.1M
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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