Vaughan David Investments LLC Incresed Positions in Q2 2024

Vaughan David Investments LLC

  • $3.95 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
48.8K
+ 64.23%
$227.76 - $285.31 $11.1M - $13.9M
125K $32.2M
AZN
Astrazeneca PLC

Healthcare
36.7K
+ 9.63%
$66.81 - $80.83 $2.45M - $2.97M
417K $32.6M
NEE
Nextera Energy Inc

Utilities
5.5K
+ 0.81%
$61.7 - $80.02 $340K - $440K
686K $48.6M
AMGN
Amgen Inc

Healthcare
450
+ 0.26%
$262.75 - $319.31 $118K - $144K
176K $54.9M
SO
Southern CO

Utilities
8.31K
+ 1.48%
$67.77 - $80.71 $563K - $671K
570K $44.2M
WMB
Williams Companies, Inc.

Energy
3.85K
+ 0.37%
$37.58 - $43.11 $145K - $166K
1.04M $44.3M
PM
Philip Morris International Inc.

Consumer Defensive
3.59K
+ 1.07%
$88.6 - $104.24 $318K - $374K
339K $34.4M
T
At&T Inc.

Communication Services
33.9K
+ 1.74%
$16.09 - $19.11 $545K - $647K
1.98M $37.9M
RGA
Reinsurance Group Of America Inc

Financial Services
773
+ 0.32%
$180.15 - $212.37 $139K - $164K
246K $50.4M
KMB
Kimberly Clark Corp

Consumer Defensive
2.9K
+ 1.09%
$123.89 - $141.67 $359K - $411K
269K $37.2M
DUK
Duke Energy Corp

Utilities
6.91K
+ 1.73%
$92.87 - $104.6 $642K - $723K
406K $40.7M
KO
Coca Cola CO

Consumer Defensive
2.91K
+ 0.46%
$58.06 - $64.15 $169K - $187K
630K $40.1M
ETR
Entergy Corp

Utilities
7.84K
+ 2.12%
$100.61 - $114.22 $788K - $895K
377K $40.3M
LMT
Lockheed Martin Corp

Industrials
367
+ 0.42%
$447.57 - $471.51 $164K - $173K
87.8K $41M
AEP
American Electric Power CO Inc

Utilities
4.81K
+ 1.03%
$79.51 - $92.67 $382K - $446K
472K $41.5M
LNT
Alliant Energy Corp

Utilities
13.8K
+ 1.86%
$47.4 - $52.12 $653K - $718K
756K $38.5M
XEL
Xcel Energy Inc

Utilities
24.1K
+ 3.73%
$52.53 - $56.74 $1.27M - $1.37M
670K $35.8M
D
Dominion Energy, Inc

Utilities
19.4K
+ 3.94%
$46.86 - $53.94 $910K - $1.05M
512K $25.1M
XLV
Select Sector Spdr Fund Health

ETFs
6.01K
+ 40.22%
$138.43 - $147.09 $832K - $884K
21K $3.06M
PG
Procter & Gamble CO

Consumer Defensive
162
+ 0.05%
$155.33 - $168.56 $25.2K - $27.3K
302K $49.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
38.9K
+ 15.98%
$19.69 - $20.1 $765K - $781K
282K $5.62M
UPS
United Parcel Service Inc

Industrials
6.77K
+ 27.43%
$134.2 - $152.27 $908K - $1.03M
31.4K $4.3M
DTE
Dte Energy CO

Utilities
8.85K
+ 2.68%
$103.2 - $117.18 $914K - $1.04M
339K $37.6M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
32.7K
+ 10.6%
$19.04 - $19.32 $623K - $633K
342K $6.57M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.34K
+ 1.89%
$126.54 - $138.72 $675K - $740K
288K $39.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
30.1K
+ 8.61%
$19.08 - $19.25 $575K - $580K
380K $7.29M
FE
Firstenergy Corp

Utilities
24.5K
+ 2.3%
$36.83 - $40.43 $903K - $991K
1.09M $41.7M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
23.6K
+ 6.2%
$20.38 - $20.52 $482K - $485K
405K $8.28M
DGRO
Ishares Core Dividend Growth E

ETFs
11.4K
+ 2.26%
$55.23 - $58.55 $628K - $665K
515K $29.7M
GOOGL
Alphabet Inc.

Communication Services
1.26K
+ 25.29%
$150.53 - $185.41 $190K - $234K
6.26K $1.14M
CAT
Caterpillar Inc

Industrials
8.3K
+ 11.51%
$321.47 - $379.3 $2.67M - $3.15M
80.4K $26.8M
XOM
Exxon Mobil Corp

Energy
4.5K
+ 1.22%
$108.36 - $122.2 $488K - $550K
375K $43.2M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.69K
+ 0.38%
$20.97 - $21.11 $35.5K - $35.7K
447K $9.42M
XLP
Consumer Staples Sector Spdr

ETFs
651
+ 2.23%
$73.08 - $78.4 $47.6K - $51K
29.9K $2.29M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.69%
$366.34 - $445.11 $1.83K - $2.23K
733 $326K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
300
+ 12.36%
$99.65 - $110.31 $29.9K - $33.1K
2.73K $279K
PRI
Primerica, Inc.

Financial Services
8
+ 0.86%
$210.09 - $252.0 $1.68K - $2.02K
939 $222K
EOG
Eog Resources Inc

Energy
4.49K
+ 1.51%
$118.24 - $137.95 $531K - $619K
303K $38.1M
RMD
Resmed Inc

Healthcare
6.44K
+ 3.36%
$173.83 - $220.63 $1.12M - $1.42M
198K $37.9M
WEC
Wec Energy Group, Inc.

Utilities
20.8K
+ 4.55%
$77.8 - $85.58 $1.62M - $1.78M
478K $37.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 1.7%
$396.73 - $420.24 $41.7K - $44.1K
6.28K $2.56M
CVX
Chevron Corp

Energy
2.21K
+ 0.71%
$152.57 - $166.33 $337K - $367K
315K $49.3M
XLF
Financial Sector Spdr

ETFs
946
+ 0.66%
$39.59 - $42.49 $37.5K - $40.2K
145K $5.97M
ENB
Enbridge Inc

Energy
10.3K
+ 1.18%
$32.97 - $37.83 $341K - $392K
889K $31.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.96K
+ 2787.32%
$62.41 - $3427.61 $247K - $13.6M
4.1K $257K
IBM
International Business Machines Corp

Technology
370
+ 2.83%
$164.43 - $190.9 $60.8K - $70.6K
13.4K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 2.69%
$75.81 - $80.15 $768K - $812K
386K $30.1M
VZ
Verizon Communications Inc

Communication Services
8.62K
+ 0.94%
$38.6 - $42.84 $333K - $369K
924K $38.1M
RLI
Rli Corp

Financial Services
198
+ 0.13%
$135.7 - $148.77 $26.9K - $29.5K
147K $20.7M
Activity Summary
Buys All Purchases 88 New Holdings 8 Increased Positions 80 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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