Vaughan David Investments LLC Reduced Holdings in Q4 2024

Vaughan David Investments LLC

  • $4.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
-1.17K
- 5.43%
$280.08 - $307.97 $327K - $359K
20.3K $5.95M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.67K
- 20.49%
$7.33 - $12.37 $26.9K - $45.4K
14.2K $151K
TROW
Price T Rowe Group Inc

Financial Services
-100
- 2.49%
$106.48 - $124.69 $10.6K - $12.5K
3.92K $443K
RPM
Rpm International Inc

Basic Materials
-550
- 1.46%
$120.09 - $140.26 $66K - $77.1K
37.2K $4.57M
MA
Mastercard Inc

Financial Services
-5
- 1.19%
$491.3 - $536.15 $2.46K - $2.68K
416 $219K
BK
Bank Of New York Mellon Corp

Financial Services
-525
- 4.94%
$70.82 - $81.87 $37.2K - $43K
10.1K $777K
META
Meta Platforms, Inc.

Communication Services
-10
- 0.48%
$554.08 - $632.68 $5.54K - $6.33K
2.07K $1.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.1%
$481.22 - $538.17 $481 - $538
1.01K $514K
BX
Blackstone Inc.

Financial Services
-25
- 1.16%
$148.45 - $199.05 $3.71K - $4.98K
2.13K $367K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.02%
$116.4 - $138.52 $116 - $139
4.15K $526K
V
Visa Inc.

Financial Services
-5
- 0.31%
$273.87 - $320.91 $1.37K - $1.6K
1.61K $510K
SCHW
Schwab Charles Corp

Financial Services
-5.36K
- 9.62%
$63.31 - $82.85 $339K - $444K
50.3K $3.73M
XLC
Select Sector Spdr Tr Communic

ETFs
-905
- 1.98%
$89.66 - $102.16 $81.1K - $92.5K
44.7K $4.33M
XLF
Financial Sector Spdr

ETFs
-1.04K
- 0.72%
$44.89 - $51.34 $46.6K - $53.2K
144K $6.96M
RLI
Rli Corp

Financial Services
-7.09K
- 4.46%
$151.91 - $180.89 $1.08M - $1.28M
152K $25M
AAPL
Apple Inc.

Technology
-574
- 1.83%
$221.69 - $259.02 $127K - $149K
30.8K $7.72M
DTM
Dt Midstream, Inc.

Energy
-1.7K
- 4.81%
$78.85 - $108.56 $134K - $185K
33.6K $3.34M
DE
Deere & CO

Industrials
-891
- 0.53%
$389.45 - $466.0 $347K - $415K
169K $71.5M
DFS
Discover Financial Services

Financial Services
-450
- 1.29%
$136.3 - $182.67 $61.3K - $82.2K
34.4K $5.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-939
- 0.37%
$178.39 - $215.0 $168K - $202K
253K $48.9M
Blackrock Inc
-307
- 0.56%
N/A
54.7K $56.1M
AXP
American Express CO

Financial Services
-4.68K
- 1.82%
$267.35 - $305.57 $1.25M - $1.43M
252K $74.8M
WMB
Williams Companies, Inc.

Energy
-33.9K
- 3.24%
$46.37 - $59.74 $1.57M - $2.02M
1.01M $54.8M
JPM
Jpmorgan Chase & CO

Financial Services
-5.26K
- 1.44%
$205.18 - $250.29 $1.08M - $1.32M
361K $86.5M
APO
Apollo Global Management, Inc.

Financial Services
-29.9K
- 5.76%
$131.36 - $178.61 $3.92M - $5.34M
489K $80.8M
AVGO
Broadcom Inc.

Technology
-25.4K
- 4.43%
$159.67 - $250.0 $4.05M - $6.34M
548K $127M
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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