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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 $12,289,619,345
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 5,112,238 $865,501,893 7.04%
2.
Vanguard Index Fds
 1,739,729 $714,054,377 5.81%
3.
Ishares Tr
 6,942,779 $459,195,452 3.73%
4.
Ishares Trust
 IEF 4,231,376 $410,020,389 3.33%
5.
Apple Inc.
 AAPL 1,515,140 $379,421,545 3.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)