Vaughan David Investments LLC Sells in Q4 2024

Vaughan David Investments LLC

  • $4.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
-462K
- 92.39%
$70.0 - $79.22 $32.3M - $36.6M
38K $2.77M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2.08K
- 0.52%
$128.36 - $186.0 $267K - $387K
400K $51.5M
UNH
Unitedhealth Group Inc

Healthcare
-110
- 0.08%
$485.52 - $625.25 $53.4K - $68.8K
139K $70.4M
CVS
Cvs Health Corp

Healthcare
-33.1K
- 8.15%
$43.78 - $67.46 $1.45M - $2.23M
373K $16.7M
SWK
Stanley Black & Decker, Inc.

Industrials
-2.16K
- 0.77%
$79.07 - $109.36 $170K - $236K
279K $22.4M
CEG
Constellation Energy Corp

Utilities
-4.94K
- 2.66%
$224.28 - $285.52 $1.11M - $1.41M
181K $40.4M
ORCL
Oracle Corp

Technology
-19.5K
- 3.49%
$165.41 - $192.43 $3.23M - $3.75M
539K $89.8M
MSFT
Microsoft Corp

Technology
-4.74K
- 1.55%
$406.35 - $454.46 $1.92M - $2.15M
301K $127M
ETN
Eaton Corp PLC

Industrials
-10.4K
- 5.19%
$326.96 - $377.52 $3.41M - $3.94M
190K $63.2M
TXN
Texas Instruments Inc

Technology
-5.18K
- 4.24%
N/A
117K $22M
CAT
Caterpillar Inc

Industrials
-1.74K
- 2.16%
$360.37 - $416.88 $628K - $726K
79K $28.7M
SPGI
S&P Global Inc.

Financial Services
-333
- 0.28%
$480.36 - $529.17 $160K - $176K
117K $58.4M
HD
Home Depot, Inc.

Consumer Cyclical
-662
- 0.53%
$385.02 - $431.37 $255K - $286K
125K $48.8M
RGA
Reinsurance Group Of America Inc

Financial Services
-4.42K
- 1.79%
$201.26 - $231.95 $889K - $1.02M
242K $51.7M
PG
Procter & Gamble CO

Consumer Defensive
-725
- 0.24%
$161.05 - $179.7 $117K - $130K
301K $50.5M
GD
General Dynamics Corp

Industrials
-306
- 0.88%
$260.28 - $314.03 $79.6K - $96.1K
34.4K $9.06M
RF
Regions Financial Corp

Financial Services
-65.7K
- 2.72%
$22.45 - $27.47 $1.48M - $1.8M
2.35M $55.3M
ES
Eversource Energy

Utilities
-2.39K
- 3.5%
$55.9 - $67.73 $134K - $162K
65.9K $3.78M
QCOM
Qualcomm Inc

Technology
-1K
- 2.49%
$150.4 - $178.04 $150K - $178K
39.2K $6.03M
CMCSA
Comcast Corp

Communication Services
-15.8K
- 32.06%
$37.39 - $45.14 $589K - $711K
33.4K $1.25M
BP
Bp PLC

Energy
-11.8K
- 13.92%
$28.16 - $33.14 $334K - $393K
73.2K $2.17M
INTC
Intel Corp

Technology
-9.62K
- 13.7%
$19.07 - $26.23 $183K - $252K
60.6K $1.22M
ED
Consolidated Edison Inc

Utilities
-50
- 0.23%
$88.87 - $107.38 $4.44K - $5.37K
21.3K $1.9M
NSC
Norfolk Southern Corp

Industrials
-419
- 2.69%
$230.6 - $277.0 $96.6K - $116K
15.2K $3.56M
SBUX
Starbucks Corp

Consumer Cyclical
-2.2K
- 12.31%
$87.44 - $102.5 $192K - $226K
15.7K $1.43M
MKC
Mccormick & CO Inc

Consumer Defensive
-625
- 1.57%
$73.97 - $84.09 $46.2K - $52.6K
39.3K $2.99M
EMN
Eastman Chemical CO

Basic Materials
-583
- 9.86%
$90.03 - $110.64 $52.5K - $64.5K
5.33K $487K
ENB
Enbridge Inc

Energy
-5.75K
- 13.16%
$40.4 - $43.92 $232K - $253K
37.9K $1.61M
POR
Portland General Electric CO

Utilities
-500
- 1.65%
$43.52 - $48.99 $21.8K - $24.5K
29.7K $1.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 0.3%
$244.52 - $284.07 $4.4K - $5.11K
6.01K $1.48M
BAC
Bank Of America Corp

Financial Services
-4.48K
- 31.66%
$39.22 - $47.77 $176K - $214K
9.66K $424K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.55K
- 24.67%
$77.86 - $79.27 $121K - $123K
4.73K $369K
PSX
Phillips 66

Energy
-400
- 9.13%
$110.35 - $138.93 $44.1K - $55.6K
3.98K $454K
XLI
Industrial Sector Spdr

ETFs
-751
- 13.56%
$131.76 - $143.99 $99K - $108K
4.79K $631K
UNP
Union Pacific Corp

Industrials
-116
- 2.62%
$223.15 - $249.32 $25.9K - $28.9K
4.31K $984K
VIG
Vanguard Dividend Appreciation

ETFs
-388
- 8.07%
N/A
4.42K $865K
AFL
Aflac Inc

Financial Services
-100
- 1.81%
$100.37 - $115.27 $10K - $11.5K
5.44K $563K
MMM
3 M CO

Industrials
-25
- 0.5%
$124.74 - $137.12 $3.12K - $3.43K
4.98K $643K
HSY
Hershey CO

Consumer Defensive
-24
- 1.72%
$168.67 - $193.65 $4.05K - $4.65K
1.37K $232K
TFC
Truist Financial Corp

Financial Services
-840
- 6.57%
$41.51 - $48.1 $34.9K - $40.4K
12K $518K
ITW
Illinois Tool Works Inc

Industrials
-19
- 0.77%
$253.56 - $278.5 $4.82K - $5.29K
2.45K $621K
IBM
International Business Machines Corp

Technology
-22
- 0.17%
$204.9 - $238.04 $4.51K - $5.24K
12.9K $2.84M
MET
Metlife Inc

Financial Services
-200
- 5.57%
$78.15 - $88.25 $15.6K - $17.7K
3.39K $278K
EVRG
Evergy, Inc.

Utilities
-231
- 4.01%
$59.06 - $65.0 $13.6K - $15K
5.53K $340K
TRP
Tc Energy Corp

Energy
-75
- 0.81%
$44.03 - $50.23 $3.3K - $3.77K
9.21K $428K
YUM
Yum Brands Inc

Consumer Cyclical
-17
- 0.96%
$130.36 - $139.54 $2.22K - $2.37K
1.75K $235K
IVE
Ishares S&P 500 Value ETF

ETFs
-7
- 0.62%
$189.5 - $206.17 $1.33K - $1.44K
1.12K $213K
XLK
Technology Sector Spdr

ETFs
-100
- 3.56%
$220.26 - $241.44 $22K - $24.1K
2.71K $631K
BA
Boeing CO

Industrials
-375
- 14.44%
$138.14 - $180.72 $51.8K - $67.8K
2.22K $393K
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
Track This Portfolio

Track Vaughan David Investments LLC Portfolio

Follow Vaughan David Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vaughan David Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vaughan David Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email