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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 28, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
1,265
−16 vs. Q1 2022
Portfolio value
$7.96B
−$1.22B (−13.3%) vs. Q1 2022
Filed
Jul 28, 2022
SEC
Holdings of D.A. Davidson & Co. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Value ETF922908744ETF4,800,446$633.1M8.0%−39,625−0.8%Reduced–
Vanguard Morningstar Growth ETF922908736ETF1,792,432$399.5M5.0%+34,510+2.0%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF5,372,271$306.4M3.8%+111,804+2.1%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,170,290$220.7M2.8%+5,952+0.3%Added–
AAPLApple Inc.Stock1,612,871$220.5M2.8%−3,839−0.2%ReducedHistory
MSFTMicrosoft CorpStock692,147$177.8M2.2%+2,029+0.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF3,445,731$140.6M1.8%−59,773−1.7%Reduced–
Vanguard Short-Term Bond ETF921937827ETF1,664,178$127.8M1.6%−72,691−4.2%Reduced–
iShares Tr464287630RUS 2000 VAL ETF900,883$122.7M1.5%+19,580+2.2%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,347,406$102.8M1.3%−22,932−1.7%Reduced–
JNJJohnson & JohnsonStock541,685$96.2M1.2%+7,148+1.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF443,058$83.6M1.0%+330.0%Added–
COSTCostco Wholesale CorpStock170,731$81.8M1.0%−607−0.4%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF365,062$79.8M1.0%+2,825+0.8%Added–
iShares Russell 2000 Growth ETF464287648ETF377,506$77.9M1.0%+17,966+5.0%Added–
Invesco Exch Traded FD Tr II46138G508SR LN ETF3,724,684$75.5M0.9%+252,767+7.3%Added–
PEPPepsiCo IncStock437,349$72.9M0.9%+3,385+0.8%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF713,277$72.5M0.9%+20,805+3.0%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF762,032$71.9M0.9%+13,627+1.8%Added–
BRK.BBerkshire Hathaway IncStock260,697$71.2M0.9%+838+0.3%AddedHistory
VVisa Inc.Stock341,336$67.2M0.8%+4,532+1.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF168,628$63.9M0.8%+6,216+3.8%Added–
AMZNAmazon Com IncStock525,423$55.8M0.7%+5,043+1.0%AddedConverted for a 20-for-1 splitHistory
ADPAutomatic Data Processing IncStock263,697$55.4M0.7%−552−0.2%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF862,987$55.0M0.7%−444,727−34.0%Reduced–
MRKMerck & Co., Inc.Stock597,328$54.5M0.7%−12,856−2.1%ReducedHistory
QCOMQualcomm IncStock426,117$54.4M0.7%+8,709+2.1%AddedHistory
RTXRTX CorpStock566,019$54.4M0.7%+2,394+0.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF754,010$54.0M0.7%+36,885+5.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,252,679$52.2M0.7%+399,521+46.8%Added–
CBChubb LtdStock250,992$49.3M0.6%+1,649+0.7%AddedHistory
AMGNAmgen IncStock200,930$48.9M0.6%+1,638+0.8%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF413,710$46.2M0.6%+22,921+5.9%Added–
ABBVAbbVie Inc.Stock298,450$45.7M0.6%−9,121−3.0%ReducedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF296,629$44.0M0.6%+6,843+2.4%Added–
CVSCVS Health CorpStock471,415$43.7M0.5%+22,264+5.0%AddedHistory
NEENextera Energy IncStock530,466$41.1M0.5%−2,183−0.4%ReducedHistory
JPMJPMorgan Chase & CoStock355,791$40.1M0.5%+10,187+2.9%AddedHistory
NVSNovartis AGADR473,822$40.1M0.5%+4,237+0.9%AddedHistory
CMICummins IncStock203,842$39.5M0.5%+16,857+9.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF272,161$39.0M0.5%+9,730+3.7%Added–
CVXChevron CorpStock266,660$38.6M0.5%+7,651+3.0%AddedHistory
GOOGLAlphabet Inc.Stock17,574$38.3M0.5%+575+3.4%AddedHistory
SPYSPDR S&P 500 ETF TrustETF100,894$38.1M0.5%+10,815+12.0%AddedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF702,907$37.9M0.5%−816−0.1%Reduced–
AVGOBroadcom Inc.Stock77,060$37.4M0.5%+2,395+3.2%AddedHistory
PFEPfizer IncStock705,809$37.0M0.5%+19,426+2.8%AddedHistory
INTCIntel CorpStock977,524$36.6M0.5%−3,847−0.4%ReducedHistory
SBUXStarbucks CorpStock473,473$36.2M0.5%−11,243−2.3%ReducedHistory
SPGIS&P Global Inc.Stock106,620$35.9M0.5%−4,501−4.1%ReducedHistory
DISWalt Disney CoStock378,699$35.7M0.4%−9,019−2.3%ReducedHistory
UNPUnion Pacific CorpStock165,240$35.2M0.4%+1,877+1.1%AddedHistory
Vanguard S&P 500 ETF922908363ETF101,427$35.2M0.4%+6,572+6.9%Added–
XOMExxonMobil Holdings CorpCOM364,070$31.2M0.4%−8,465−2.3%ReducedHistory
PGProcter & Gamble CoStock204,008$29.3M0.4%+4,846+2.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF102,715$28.8M0.4%+6,131+6.3%Added–
BRK.ABerkshire Hathaway IncCL A70$28.6M0.4%00.0%UnchangedHistory
ACNAccenture plcStock99,876$27.7M0.3%−342−0.3%ReducedHistory
iShares Inc464286681MSCI EQUAL WEITE392,135$27.7M0.3%+7,666+2.0%Added–
UPSUnited Parcel Service IncStock148,686$27.1M0.3%−3,676−2.4%ReducedHistory
VZVerizon Communications IncStock531,016$26.9M0.3%−3,871−0.7%ReducedHistory
MCDMcDonalds CorpStock108,353$26.8M0.3%+1,342+1.3%AddedHistory
GOOGAlphabet Inc.Stock12,177$26.6M0.3%+554+4.8%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE416,930$26.2M0.3%+14,420+3.6%Added–
iShares Core S&P Mid-Cap ETF464287507ETF115,139$26.0M0.3%+916+0.8%Added–
Vanguard Star FDS921909768VG TL INTL STK F486,601$25.1M0.3%+22,364+4.8%Added–
IBMInternational Business Machines CorpStock169,306$23.9M0.3%+6,009+3.7%AddedHistory
PNCPNC Financial Services Group, Inc.Stock151,225$23.9M0.3%+9,069+6.4%AddedHistory
Ssga Active ETF Tr78467V103ST STR REAL ETF797,216$22.3M0.3%+17,954+2.3%Added–
BMYBristol Myers Squibb CoStock287,274$22.1M0.3%−9,307−3.1%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF235,515$21.8M0.3%+2,248+1.0%Added–
CSCOCisco Systems, Inc.Stock504,391$21.5M0.3%−16,490−3.2%ReducedHistory
LOWLowes Companies IncStock122,635$21.4M0.3%+7,315+6.3%AddedHistory
VFCV F CorpStock476,616$21.1M0.3%−11,064−2.3%ReducedHistory
First Tr Exchange-Traded FD33734H106SHS518,256$20.1M0.3%−11,686−2.2%Reduced–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF279,028$19.5M0.2%+18,029+6.9%Added–
HDHome Depot, Inc.Stock68,730$18.9M0.2%+1,166+1.7%AddedHistory
Vanguard Total Bond Market ETF921937835ETF250,098$18.8M0.2%+109,838+78.3%Added–
iShares Russell Midcap ETF464287499ETF283,795$18.4M0.2%+4,272+1.5%Added–
TGTTarget CorpStock127,691$18.0M0.2%−1,283−1.0%ReducedHistory
ABTAbbott LaboratoriesStock163,984$17.8M0.2%+807+0.5%AddedHistory
iShares Russell 2000 ETF464287655ETF103,455$17.5M0.2%+5,181+5.3%Added–
KMBKimberly Clark CorpStock127,402$17.2M0.2%−1,560−1.2%ReducedHistory
MMM3M CoStock131,837$17.1M0.2%−8,541−6.1%ReducedHistory
KOCoca Cola CoStock269,138$16.9M0.2%+10,399+4.0%AddedHistory
ADSKAutodesk, Inc.COM98,417$16.9M0.2%+2,484+2.6%AddedHistory
AMTAmerican Tower CorpREIT64,459$16.5M0.2%+13,521+26.5%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF395,995$16.4M0.2%+67,978+20.7%Added–
SYKStryker CorpStock82,185$16.3M0.2%−96−0.1%ReducedHistory
GDGeneral Dynamics CorpStock73,013$16.2M0.2%−3,459−4.5%ReducedHistory
USBUS Bancorp DECOM NEW345,528$15.9M0.2%−230.0%ReducedHistory
IAUiShares Gold TrustETF458,463$15.7M0.2%+22,400+5.1%AddedHistory
ADBEAdobe Inc.Stock42,709$15.6M0.2%−1,829−4.1%ReducedHistory
LMTLockheed Martin CorpStock36,342$15.6M0.2%+140.0%AddedHistory
UNHUnitedHealth Group IncStock30,172$15.5M0.2%−993−3.2%ReducedHistory
BXBlackstone Inc.COM167,706$15.3M0.2%+8,913+5.6%AddedHistory
iShares MSCI Eafe ETF464287465ETF244,299$15.3M0.2%+49,534+25.4%Added–
BABoeing CoStock111,274$15.2M0.2%+1,776+1.6%AddedHistory
NVDANVIDIA CorpStock100,075$15.2M0.2%+5,521+5.8%AddedHistory
iShares Tips Bond ETF464287176ETF127,996$14.6M0.2%−10,168−7.4%Reduced–

Options (15)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of D.A. Davidson & Co. in Q2 2022
SecurityClassPutsCalls
AMZNAmazon Com IncStock–$221.0K
BNOUnited States Brent Oil Fund, LPETF–$87.0K
DFSDiscover Financial ServicesCOM$73.0K–
GLDSPDR Gold TrustETF–$59.0K
APPSDigital Turbine, Inc.COM NEW–$53.0K
LULUlululemon athletica inc.Stock$37.0K–
JWNNordstrom IncStock$21.0K–
WEATTeucrium Commodity TrustWHEAT FD–$18.0K
SYYSysco CorpStock$17.0K–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR–$5.00K
Alps ETF Tr00162Q452ALERIAN MLP–$4.00K
BPBP PLCADR$2.00K–
WELLWelltower Inc.REIT$2.00K–
INTCIntel CorpStock–$1.00K
ATIAti IncStock–$1.00K

Sold out since Q1 2022 (113)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 113 by value last quarter.

Positions of D.A. Davidson & Co. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Pacer Trendpilot US Bond ETF69374H642ETF577,145$14.0M0.2%–
iShares Tr46435G417CR 5 10 YR ETF132,634$6.28M0.1%–
MSTRStrategy IncStock4,606$2.24M<0.1%History
LBTYKLiberty Global Ltd.SHS CL C57,487$1.49M<0.1%History
VanEck ETF Trust92189H607OIL SERVICES ETF4,932$1.39M<0.1%–
SPDR Series Trust78464A755ST STR SP METAL21,204$1.30M<0.1%–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS13,518$1.24M<0.1%History
Global X Uranium ETF37954Y871ETF46,330$1.21M<0.1%–
OKTAOkta, Inc.CL A6,679$1.01M<0.1%History
PHMPultegroup IncCOM23,499$985.0K<0.1%History
KLICKulicke & Soffa Industries IncCOM12,870$721.0K<0.1%History
CVNACarvana Co.CL A5,768$688.0K<0.1%History
Nuveen Enhanced Mun Value FD67074M101COM52,230$680.0K<0.1%–
ISBCInvestors Bancorp, Inc.COM45,063$673.0K<0.1%History
BKHBlack Hills CorpCOM8,457$651.0K<0.1%History
Neenah Inc640079109COM14,673$582.0K<0.1%–
iShares Inc46434G822MSCI JAPAN ETF9,354$576.0K<0.1%–
AZPNASPENTECH CorpCOM3,451$571.0K<0.1%History
VanEck ETF Trust92189F429PREFERRED SECURT27,300$561.0K<0.1%–
J P Morgan Exchange Traded F46641Q324INTERNL GWT8,500$529.0K<0.1%–
WYNNWynn Resorts LtdCOM5,820$464.0K<0.1%History
EVAEnviva, LLCCOM5,828$461.0K<0.1%History
BXMTBlackstone Mortgage Trust, Inc.COM CL A14,272$454.0K<0.1%History
TDOCTeladoc Health, Inc.COM6,266$452.0K<0.1%History
YAlleghany CorpCOM527$446.0K<0.1%History
SLRCSLR Investment Corp.COM24,535$445.0K<0.1%History
EAElectronic Arts Inc.COM3,501$443.0K<0.1%History
LOGILogitech International S.A.SHS5,827$430.0K<0.1%History
APTSPreferred Apartment Communities IncCOM17,225$430.0K<0.1%History
TWLOTwilio IncCL A2,565$423.0K<0.1%History
EXASExact Sciences CorpCOM5,697$398.0K<0.1%History
NMCONuveen Municipal Credit Opportunities FundCOM29,209$394.0K<0.1%History
Fidelity High Dividend ETF316092840ETF9,268$386.0K<0.1%–
CHGGChegg, IncCOM10,088$366.0K<0.1%History
CALXCalix, IncCOM8,477$364.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF4,851$341.0K<0.1%–
SFIXStitch Fix, Inc.Stock33,004$332.0K<0.1%History
FMCFMC CorpCOM NEW2,523$332.0K<0.1%History
iShares U S ETF Tr46431W838SHOR MAT MUN ETF6,674$332.0K<0.1%–
PFCPremier Financial CorpCOM10,432$316.0K<0.1%History
SKYWSkywest IncCOM10,830$312.0K<0.1%History
SPTNSpartanNash CoCOM9,460$312.0K<0.1%History
RIVNRivian Automotive, Inc.Stock6,176$310.0K<0.1%History
RBLXRoblox CorpStock6,585$304.0K<0.1%History
CMCOColumbus McKinnon CorpCOM7,146$303.0K<0.1%History
CTBICommunity Trust Bancorp IncCOM7,273$300.0K<0.1%History
BRGBluerock Residential Growth REIT, Inc.COM CL A11,250$299.0K<0.1%History
ORIOld Republic International CorpCOM11,438$296.0K<0.1%History
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN2,600$290.0K<0.1%–
iShares Tr464288356CALIF MUN BD ETF4,761$277.0K<0.1%–
ZSZscaler, Inc.Stock1,130$273.0K<0.1%History
DAVAEndava plcADS2,054$273.0K<0.1%History
FNBFNB CorpCOM21,813$272.0K<0.1%History
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX1,350$267.0K<0.1%–
VVVValvoline IncCOM8,395$265.0K<0.1%History
BFZBlackRock California Municipal Income TrustSH BEN INT21,386$263.0K<0.1%History
AMEDAmedisys IncCOM1,518$262.0K<0.1%History
ALLYAlly Financial Inc.Stock6,005$261.0K<0.1%History
CTSHCognizant Technology Solutions CorpCL A2,850$256.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB12,157$256.0K<0.1%–
SIISprott Inc.COM NEW5,025$252.0K<0.1%History
State Street SPDR S&P Bank ETF78464A797ETF4,560$239.0K<0.1%–
PEverpure, Inc.CL A6,746$238.0K<0.1%History
Schwab U.S. Small-Cap ETF808524607ETF5,006$237.0K<0.1%–
RHRHCOM725$236.0K<0.1%History
MDCSekisui House U.S., Inc.COM6,200$235.0K<0.1%History
PMOFranklin Municipal Opportunities TrustSH BEN INT20,097$234.0K<0.1%History
TWTradeweb Markets Inc.Stock2,639$232.0K<0.1%History
NVMINova Ltd.COM2,125$231.0K<0.1%History
MATXMatson, Inc.COM1,918$231.0K<0.1%History
Vanguard Mortgage-Backed Securities ETF92206C771ETF4,583$230.0K<0.1%–
BKRBaker Hughes CoCL A6,305$230.0K<0.1%History
FRFirst Industrial Realty Trust IncCOM3,666$227.0K<0.1%History
HLTHilton Worldwide Holdings Inc.COM1,499$227.0K<0.1%History
VOYAVoya Financial, Inc.COM3,406$226.0K<0.1%History
HZNPHorizon Therapeutics Public Ltd CoSHS2,118$223.0K<0.1%History
WCNWaste Connections, Inc.COM1,590$222.0K<0.1%History
HASHasbro, Inc.COM2,702$221.0K<0.1%History
TRIPTripAdvisor, Inc.COM8,091$219.0K<0.1%History
DBXDropbox, Inc.CL A9,319$217.0K<0.1%History
CRCrane CoCOM1,999$217.0K<0.1%History
MCOMoodys CorpStock635$215.0K<0.1%History
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE3,380$215.0K<0.1%–
TRNOTerreno Realty CorpCOM2,905$215.0K<0.1%History
NDSNNordson CorpCOM947$215.0K<0.1%History
DBAInvesco DB Agriculture FundAGRICULTURE FD9,758$214.0K<0.1%History
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR5,000$214.0K<0.1%–
iShares Tr464287770U.S. FIN SVC ETF1,177$212.0K<0.1%–
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,950$210.0K<0.1%History
QTRXQuanterix CorpCOM7,200$210.0K<0.1%History
FTVFortive CorpStock3,419$208.0K<0.1%History
LBTYALiberty Global Ltd.SHS CL A8,159$208.0K<0.1%History
SONYSony Group CorpSPONSORED ADR2,014$207.0K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1007,068$205.0K<0.1%–
RSGRepublic Services, Inc.COM1,529$203.0K<0.1%History
ACVVirtus Diversified Income & Convertible FundCOM7,910$201.0K<0.1%History
FEFirstenergy CorpCOM4,362$200.0K<0.1%History
First BK Williamstown New Je31931U102COM11,894$169.0K<0.1%–
VKQInvesco Municipal TrustCOM14,509$167.0K<0.1%History
Meritor, Inc.59001KAF7NOTE 3.250%10/1–$164.0K<0.1%–