CIK 1080107
D.A. DAVIDSON & CO.
Institutional 13F holdings & portfolio
Holdings
1,507
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,507
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGOV | ISHARES TR | 619K | $1M+ | SH |
| ABBV | ABBVIE INC | 271K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 2.2M | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 881K | $1M+ | SH |
| MRK | MERCK & CO INC | 577K | $1M+ | SH |
| META | META PLATFORMS INC | 92K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 773K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACH | 196K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 63K | $1M+ | SH |
| ECL | ECOLAB INC | 210K | $1M+ | SH |
| LLY | ELI LILLY & CO | 50K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 427K | $1M+ | SH |
| WMT | WALMART INC | 449K | $1M+ | SH |
| CAT | CATERPILLAR INC | 82K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 1.5M | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL C | 59 | $1M+ | SH |
| BA | BOEING CO | 203K | $1M+ | SH |
| MCD | MCDONALDS CORP | 144K | $1M+ | SH |
| TSLA | TESLA INC | 94K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 190K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 410K | $1M+ | SH |
| COWZ | PACER FDS TR | 677K | $1M+ | SH |
| DE | DEERE & CO | 83K | $1M+ | SH |
| CSCO | CISCO SYS INC | 495K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 839K | $1M+ | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS E | 4.1M | $1M+ | SH |
| GLD | SPDR GOLD TR | 92K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD | 189K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 393K | $1M+ | SH |
| UNP | UNION PAC CORP | 151K | $1M+ | SH |
| ESGD | ISHARES TR | 364K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 282K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 82K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 131K | $1M+ | SH |
| EUSA | ISHARES INC | 307K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 108K | $1M+ | SH |
| IWR | ISHARES TR | 324K | $1M+ | SH |
| NVS | NOVARTIS AG | 220K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 86K | $1M+ | SH |
| HD | HOME DEPOT INC | 87K | $1M+ | SH |
| ADSK | AUTODESK INC | 100K | $1M+ | SH |
| IWM | ISHARES TR | 120K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 205K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 250K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 87K | $1M+ | SH |
| DIS | DISNEY WALT CO | 254K | $1M+ | SH |
| SHOP | SHOPIFY INC | 176K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQ | 809K | $1M+ | SH |
| UMH | UMH PPTYS INC | 1.7M | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED | 499K | $1M+ | SH |