Vaughan David Investments LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.02 Billion distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $132M, Broadcom Inc. with a value of $81.8M, Jpmorgan Chase & CO with a value of $75.2M, Oracle Corp with a value of $71.5M, and Deere & CO with a value of $69.8M.
Examining the 13F form we can see an increase of $367M in the current position value, from $3.65B to 4.02B.
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
$4.02 Billion
Financial Services: $733 Million
Healthcare: $543 Million
Utilities: $530 Million
Technology: $523 Million
Industrials: $428 Million
Consumer Defensive: $408 Million
Energy: $275 Million
Communication Services: $190 Million
Other: $390 Million
Stock Holdings Table Market Cap. of $200 Billions or more