| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD VALUE VIPERS (VTV) | 42 | Q3 2023 | 9.5% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 7.7% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 5.2% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| ISHARES TR | 42 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.6% |
| ISHARES TR | 42 | Q3 2023 | 1.4% |
| PEPSICO INC | 42 | Q3 2023 | 1.6% |
| ISHARES TR | 42 | Q3 2023 | 1.7% |
View D.A. DAVIDSON & CO.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-31 |
View D.A. DAVIDSON & CO.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.