Davidson Trust CO New Holdings in Q2 2024

Davidson Trust CO

  • $144 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
12K
New
$40.75 - $46.83 $488K - $561K
12K $545K
TSLA
Tesla, Inc.

Consumer Cyclical
2.25K
New
$142.05 - $197.88 $320K - $445K
2.25K $445K
IDEV
Ishares Core Msci Intl Develop

ETFs
6.54K
New
$64.09 - $68.74 $419K - $450K
6.54K $429K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.46K
New
$138.89 - $152.14 $341K - $374K
2.46K $368K
VB
Vanguard Small Cap ETF

ETFs
1.43K
New
$210.76 - $226.94 $301K - $324K
1.43K $311K
ADI
Analog Devices Inc

Technology
904
New
$183.36 - $240.16 $166K - $217K
904 $206K
UNH
Unitedhealth Group Inc

Healthcare
403
New
$439.2 - $524.63 $177K - $211K
403 $205K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.6K
New
$124.6 - $132.46 $199K - $212K
1.6K $203K
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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