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Home > Institutional Investor > D.a. Davidson & Co. > Profile

Instuitional Investor - D.a. Davidson & Co.

Fund Profile
Filing Period:
Fund Name: D.a. Davidson & Co.
Portfolio Value $10,199,431,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 4,922,996 $735,987,954 7.21%
2.
Vanguard Index Fds
 1,926,719 $598,978,566 5.87%
3.
Ishares Tr
 6,263,052 $406,659,977 3.98%
4.
Ishares Trust
 IEF 3,576,770 $354,994,451 3.48%
5.
Apple Inc.
 AAPL 1,481,424 $285,218,561 2.79%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)