Vaughan David Investments LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.95 Billion distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $138M, Broadcom Inc. with a value of $94.4M, Oracle Corp with a value of $79.6M, Jpmorgan Chase & CO with a value of $74.7M, and Unitedhealth Group Inc with a value of $71.2M.
Examining the 13F form we can see an decrease of $69.5M in the current position value, from $4.02B to 3.95B.
Vaughan David Investments LLC is based out at Peoria, IL
Below you can find more details about Vaughan David Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.95 Billion
Financial Services: $725 Million
Utilities: $548 Million
Technology: $541 Million
Healthcare: $499 Million
Industrials: $401 Million
Consumer Defensive: $395 Million
Energy: $301 Million
ETFs: $154 Million
Other: $385 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
