Davidson Trust CO Portfolio Holdings
Davidson Trust CO
- $192 Million
- Q4 2024
Davidson Trust CO has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.6M, Apple Inc. with a value of $14.9M, Abb Vie Inc. with a value of $7.35M, Costco Wholesale Corp with a value of $5.18M, and Abbott Laboratories with a value of $4.37M.
Examining the 13F form we can see an decrease of $570K in the current position value, from $193M to 192M.
Below you can find more details about Davidson Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $61.6 Million
Technology: $38 Million
Healthcare: $22.3 Million
Financial Services: $17.6 Million
Consumer Defensive: $15 Million
Industrials: $12.1 Million
Energy: $8.89 Million
Consumer Cyclical: $7.04 Million
Other: $10 Million