DAVIDSON INVESTMENT ADVISORS Q4 2024 Filing

Filed January 31, 2025

Portfolio Value

$2.1T

Holdings

122

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC
525,657$100.1B4.86%
2
AMZNAMAZON COM INC
451,710$99.1B4.81%
3
IDEVISHARES TR
1,520,640$98.0B4.76%
4
AAPLAPPLE INC
381,702$95.6B4.64%
5
MSFTMICROSOFT CORP
213,629$90.0B4.37%
6
WMTWALMART INC
552,797$49.9B2.43%
7
RTXRTX CORPORATION
373,680$43.2B2.10%
8
HONHONEYWELL INTL INC
189,372$42.8B2.08%
9
VBVANGUARD INDEX TR
163,699$39.3B1.91%
10
LHLABCORP HOLDINGS INC
158,912$36.4B1.77%
11
NFLXNETFLIX INC
38,635$34.4B1.67%
12
SRESEMPRA
384,041$33.7B1.64%
13
ANETARISTA NETWORKS IN
300,665$33.2B1.61%
14
CVXCHEVRON CORP
220,726$32.0B1.55%
15
AVGOBROADCOM INC
136,086$31.6B1.53%
16
AGNCAGNC INVT CORP
3,327,270$30.6B1.49%
17
TRVCCITIGROUP INC
435,085$30.6B1.49%
18
MDTMEDTRONIC PLC
362,022$28.9B1.41%
19
GSGOLDMAN SACHS GROUP
50,489$28.9B1.40%
20
CRMSALESFORCE INC
83,139$27.8B1.35%
21
VVISA INC
86,830$27.4B1.33%
22
TMUST-MOBILE US INC
122,926$27.1B1.32%
23
INTUINTUIT
41,940$26.4B1.28%
24
HDHOME DEPOT INC
64,369$25.0B1.22%
25
FTNTFORTINET INC
264,556$25.0B1.21%
26
VRTXVERTEX PHARMA
61,161$24.6B1.20%
27
PGRPROGRESSIVE CORP
101,897$24.4B1.19%
28
BDXBECTON DICKINSON
106,786$24.2B1.18%
29
CSCOCISCO SYSTEMS INC
401,699$23.8B1.16%
30
FDXFEDEX CORP
84,127$23.7B1.15%
31
PYPLPAYPAL HLDGS INC
269,836$23.0B1.12%
32
DTDYNATRACE HOLDINGS L
422,320$23.0B1.12%
33
VFMOVANGUARD U.S
128,047$21.0B1.02%
34
GILGILDAN ACTIVEWEAR
437,314$20.6B1.00%
35
EOGEOG RESOURCES INC
165,495$20.3B0.99%
36
4I1PHILIP MORRIS INTL
161,716$19.5B0.95%
37
EUSAISHARES MSCI USA
203,831$19.4B0.94%
38
STZCONSTELLATION BRANDS
86,997$19.2B0.93%
39
ADIANALOG DEVICES INC
90,341$19.2B0.93%
40
SCHWSCHWAB CHARLES CORP
259,327$19.2B0.93%
41
CTVACORTEVA INC
334,220$19.0B0.92%
42
BACBANK OF AMERICA CORP
431,739$19.0B0.92%
43
TSMTAIWAN SEMICONDUCTOR
95,994$19.0B0.92%
44
TRMBTRIMBLE INC
267,110$18.9B0.92%
45
SOSOUTHERN CO
223,840$18.4B0.90%
46
CPTCAMDEN PPTY TR
157,111$18.2B0.89%
47
ETNEATON CORPORATION
53,474$17.7B0.86%
48
SLABSILICON LABS INC
139,807$17.4B0.84%
49
VTEBVANGUARD MUN BD FD
345,603$17.3B0.84%
50
JNJJOHNSON & JOHNSON
119,311$17.3B0.84%
51
TRNOTERRENO RLTY CORP
283,937$16.8B0.82%
52
BMYBRISTOL MYERS SQUIBB
291,321$16.5B0.80%
53
AMDADV MICRO DEVICES
134,542$16.3B0.79%
54
OTISOTIS WORLDWIDE CORP
173,540$16.1B0.78%
55
ITMVANECK ETF TR
335,364$15.5B0.75%
56
BABOEING CO
86,257$15.3B0.74%
57
AZNASTRAZENECA
227,775$14.9B0.73%
58
CITHE CIGNA GROUP
53,846$14.9B0.72%
59
CUBECUBESMART
340,910$14.6B0.71%
60
PEOEXELON CORP
377,845$14.2B0.69%
61
FULFULLER H B CO
206,653$13.9B0.68%
62
LVSLAS VEGAS SANDS CORP
269,822$13.9B0.67%
63
ICEINTER CONTINENTAL EX
91,468$13.6B0.66%
64
APTVAPTIV PLC
216,825$13.1B0.64%
65
NSCNORFOLK SOUTHERN
55,068$12.9B0.63%
66
MUMICRON TECHNOLOGY
153,330$12.9B0.63%
67
FIBKFIRST INTST BANCSYS
394,656$12.8B0.62%
68
CMCSACOMCAST CORP
337,029$12.6B0.61%
69
ADBEADOBE INC
27,083$12.0B0.59%
70
ELANELANCO ANIMAL HEALTH
896,866$10.9B0.53%
71
IFFINTL FLAVORS & FRAGR
123,071$10.4B0.51%
72
UNHUNITEDHEALTH GRP INC
18,857$9.5B0.46%
73
WAFDWAFD INC
295,524$9.5B0.46%
74
AFWALIGN TECH INC
45,468$9.5B0.46%
75
FANGDIAMONDBACK ENERGY
57,171$9.4B0.46%
76
PFEPFIZER INC
350,604$9.3B0.45%
77
DGROISHARES TR
131,728$8.1B0.39%
78
JMSTJPMORGAN
158,729$8.0B0.39%
79
CVSCVS HEALTH CORP
161,371$7.2B0.35%
80
VYMVANGUARD WHITEHALL F
56,396$7.2B0.35%
81
MOSMOSAIC CO
253,048$6.2B0.30%
82
ITOTISHARES TRUST CORE
48,281$6.2B0.30%
83
MUBISHARES TR
49,428$5.3B0.26%
84
SHMSPDR SER TR
76,928$3.6B0.18%
85
PFFISHARES TR
106,017$3.3B0.16%
86
VTIVANGUARD INDEX TR
3,818$1.1B0.05%
87
IJHISHARES TRUST
17,155$1.1B0.05%
88
JPMJPMORGAN CHASE & CO
4,434$1.1B0.05%
89
GOOGLALPHABET INC
4,750$899.2M0.04%
90
VWOVANGUARD FTSE
18,677$822.5M0.04%
91
COSTCOSTCO WHSL CORP
768$703.5M0.03%
92
TSLATESLA INC
1,678$677.6M0.03%
93
CMFISHARES TR
11,669$668.4M0.03%
94
NVDANVIDIA CORP
4,488$602.7M0.03%
95
ABBVABBVIE INC
2,869$509.8M0.02%
96
SYKSTRYKER CORP
1,390$500.5M0.02%
97
GQ9SPDR GOLD TR
1,945$470.9M0.02%
98
IJRISHARES TR
3,916$451.2M0.02%
99
QCOMQUALCOMM INC
2,850$437.8M0.02%
100
CATCATERPILLAR INC
1,197$434.2M0.02%
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