Vaughan David Investments LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.23 Billion distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $127M, Microsoft Corp with a value of $127M, Oracle Corp with a value of $89.8M, Jpmorgan Chase & CO with a value of $86.5M, and Apollo Global Management, Inc. with a value of $80.8M.
Examining the 13F form we can see an decrease of $119M in the current position value, from $4.35B to 4.23B.
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
$4.23 Billion
Financial Services: $755 Million
Utilities: $629 Million
Technology: $526 Million
Healthcare: $514 Million
Industrials: $407 Million
Consumer Defensive: $395 Million
Energy: $314 Million
Communication Services: $209 Million
Other: $378 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
