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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 28, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
1,393
−13 vs. Q4 2024
Portfolio value
$12.5B
+$162.9M (+1.3%) vs. Q4 2024
Filed
Apr 28, 2025
SEC
Holdings of D.A. Davidson & Co. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Value ETF922908744ETF5,184,807$895.6M7.2%+72,569+1.4%Added–
Vanguard Morningstar Growth ETF922908736ETF1,713,329$635.3M5.1%−26,400−1.5%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF7,216,790$503.8M4.0%+274,011+3.9%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF4,436,224$438.8M3.5%+204,848+4.8%Added–
AAPLApple Inc.Stock1,488,352$330.6M2.7%−26,788−1.8%ReducedHistory
MSFTMicrosoft CorpStock750,824$281.9M2.3%+11,451+1.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF3,611,201$183.6M1.5%+38,017+1.1%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF5,485,111$182.3M1.5%+318,826+6.2%Added–
iShares Tr464287630RUS 2000 VAL ETF1,134,640$171.3M1.4%+54,387+5.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF557,902$153.3M1.2%+25,670+4.8%Added–
BRK.BBerkshire Hathaway IncStock282,840$150.6M1.2%+6,673+2.4%AddedHistory
COSTCostco Wholesale CorpStock154,350$146.0M1.2%+933+0.6%AddedHistory
AMZNAmazon Com IncStock692,759$131.8M1.1%+25,202+3.8%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF361,876$130.7M1.0%−6,176−1.7%Reduced–
iShares Russell 2000 Growth ETF464287648ETF494,554$126.4M1.0%+17,213+3.6%Added–
VVisa Inc.Stock350,767$122.9M1.0%+4,175+1.2%AddedHistory
Vanguard S&P 500 ETF922908363ETF227,621$117.0M0.9%+7,969+3.6%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT3,241,910$115.5M0.9%+2,855,493+739.0%Added–
AVGOBroadcom Inc.Stock686,704$115.0M0.9%−12,572−1.8%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF922,596$110.5M0.9%+24,732+2.8%Added–
NVDANVIDIA CorpStock1,003,603$108.8M0.9%+15,482+1.6%AddedHistory
RTXRTX CorpStock784,434$103.9M0.8%+5,244+0.7%AddedHistory
JPMJPMorgan Chase & CoStock413,795$101.5M0.8%+7,337+1.8%AddedHistory
iShares Core S&P 500 ETF464287200ETF171,515$96.4M0.8%−4,218−2.4%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF545,008$93.1M0.7%+39,347+7.8%Added–
JNJJohnson & JohnsonStock552,320$91.6M0.7%−3,006−0.5%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,058,274$88.1M0.7%+32,380+3.2%Added–
Vanguard High Dividend Yield Index ETF921946406ETF656,794$84.7M0.7%+12,270+1.9%Added–
ADPAutomatic Data Processing IncStock262,858$80.3M0.6%+2,615+1.0%AddedHistory
Invesco QQQ Trust Series I46090E103ETF161,960$75.9M0.6%−670.0%Reduced–
CBChubb LtdStock245,612$74.2M0.6%+5,344+2.2%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF1,631,119$73.8M0.6%+50,280+3.2%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF2,766,610$72.5M0.6%+101,290+3.8%Added–
AMGNAmgen IncStock232,425$72.4M0.6%+8,184+3.6%AddedHistory
CMICummins IncStock228,083$71.5M0.6%+450.0%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF1,767,970$71.4M0.6%+46,331+2.7%Added–
Vanguard Short-Term Bond ETF921937827ETF901,522$70.6M0.6%+37,628+4.4%Added–
GOOGLAlphabet Inc.Stock437,910$67.7M0.5%+7,793+1.8%AddedHistory
CVXChevron CorpStock396,116$66.3M0.5%+8,225+2.1%AddedHistory
PEPPepsiCo IncStock439,208$65.9M0.5%+4,068+0.9%AddedHistory
QCOMQualcomm IncStock426,220$65.5M0.5%−1,391−0.3%ReducedHistory
SPGIS&P Global Inc.Stock110,512$56.2M0.5%−730−0.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF96,040$53.7M0.4%+770+0.8%AddedHistory
ABBVAbbVie Inc.Stock252,633$52.9M0.4%+2,807+1.1%AddedHistory
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF2,406,024$52.6M0.4%+2,297,845+2,124.1%Added–
XOMExxonMobil Holdings CorpCOM435,551$51.8M0.4%+1,804+0.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF1,827,847$51.1M0.4%−1,659,248−47.6%Reduced–
BRK.ABerkshire Hathaway IncCL A64$51.1M0.4%+1+1.6%AddedHistory
IBMInternational Business Machines CorpStock202,632$50.4M0.4%−556−0.3%ReducedHistory
MRKMerck & Co., Inc.Stock551,950$49.5M0.4%−14,084−2.5%ReducedHistory
PFEPfizer IncStock1,938,501$49.1M0.4%+179,060+10.2%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF826,259$48.4M0.4%+96,860+13.3%Added–
Vanguard Star FDS921909768VG TL INTL STK F749,775$46.6M0.4%+1,347+0.2%Added–
GOOGAlphabet Inc.Stock297,000$46.4M0.4%+8,288+2.9%AddedHistory
METAMeta Platforms, Inc.Stock79,651$45.9M0.4%+3,919+5.2%AddedHistory
NVSNovartis AGADR399,331$44.5M0.4%−65,251−14.0%ReducedHistory
NEENextera Energy IncStock605,495$42.9M0.3%+7,363+1.2%AddedHistory
ACNAccenture plcStock126,831$39.6M0.3%+15,477+13.9%AddedHistory
MCDMcDonalds CorpStock120,823$37.7M0.3%+1,168+1.0%AddedHistory
LLYEli Lilly & CoStock43,900$36.3M0.3%+2,194+5.3%AddedHistory
FISVFiserv IncStock163,664$36.1M0.3%+4,934+3.1%AddedHistory
Vanguard Total Bond Market ETF921937835ETF478,583$35.2M0.3%+1,792+0.4%Added–
PGProcter & Gamble CoStock206,200$35.1M0.3%+10,258+5.2%AddedHistory
DEDeere & CoStock74,719$35.1M0.3%−2,598−3.4%ReducedHistory
UNPUnion Pacific CorpStock147,580$34.9M0.3%−2,018−1.3%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF178,910$34.7M0.3%+380.0%Added–
WMTWalmart Inc.Stock394,203$34.6M0.3%+23,648+6.4%AddedHistory
Ssga Active ETF Tr78467V103ST STR REAL ETF1,194,795$34.1M0.3%+63,801+5.6%Added–
LOWLowes Companies IncStock140,789$32.8M0.3%+3,509+2.6%AddedHistory
GSGoldman Sachs Group IncStock59,718$32.6M0.3%+13,076+28.0%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE396,506$32.4M0.3%−6,830−1.7%Reduced–
SYKStryker CorpStock82,711$30.8M0.2%+137+0.2%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF561,311$30.7M0.2%+29,962+5.6%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT172,960$30.0M0.2%+10,183+6.3%Added–
iShares Russell 2000 ETF464287655ETF150,091$29.9M0.2%+8,259+5.8%Added–
SCHWSchwab Charles CorpStock380,259$29.8M0.2%+1,932+0.5%AddedHistory
iShares Inc464286681MSCI EQUAL WEITE317,384$29.7M0.2%−7,220−2.2%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF503,638$29.4M0.2%+20,588+4.3%Added–
CSCOCisco Systems, Inc.Stock469,637$29.0M0.2%−20,684−4.2%ReducedHistory
DUKDuke Energy CORPStock234,464$28.6M0.2%+4,948+2.2%AddedHistory
DISWalt Disney CoStock289,702$28.6M0.2%+13,303+4.8%AddedHistory
iShares MSCI Eafe ETF464287465ETF349,148$28.5M0.2%−1,085−0.3%Reduced–
iShares Core S&P Small Cap ETF464287804ETF270,007$28.2M0.2%+7,122+2.7%Added–
EOGEOG Resources IncStock218,983$28.1M0.2%+10,747+5.2%AddedHistory
HDHome Depot, Inc.Stock75,392$27.6M0.2%+355+0.5%AddedHistory
iShares Russell Midcap ETF464287499ETF314,807$26.8M0.2%+8,931+2.9%Added–
CATCaterpillar IncStock80,856$26.7M0.2%+2,433+3.1%AddedHistory
ADSKAutodesk, Inc.COM99,577$26.1M0.2%+1,988+2.0%AddedHistory
TSLATesla, Inc.Stock97,251$25.2M0.2%+13,236+15.8%AddedHistory
BABoeing CoStock145,534$24.8M0.2%+25,700+21.4%AddedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF275,723$24.7M0.2%−75,522−21.5%Reduced–
Vanguard World FD921910816MEGA GRWTH IND79,173$24.5M0.2%+4,914+6.6%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF434,478$23.8M0.2%−5,918−1.3%Reduced–
BMYBristol Myers Squibb CoStock382,245$23.3M0.2%−4,032−1.0%ReducedHistory
VZVerizon Communications IncStock509,141$23.1M0.2%+26,634+5.5%AddedHistory
ECLEcolab Inc.Stock89,251$22.6M0.2%+9,396+11.8%AddedHistory
KOCoca Cola CoStock313,951$22.5M0.2%−14,365−4.4%ReducedHistory
BXBlackstone Inc.COM159,424$22.3M0.2%−3,541−2.2%ReducedHistory
UNHUnitedHealth Group IncStock42,486$22.3M0.2%+695+1.7%AddedHistory
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF843,719$22.2M0.2%+171,735+25.6%Added–

Options (13)

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 Q1 2025
SecurityClassPutsCalls
TSLATesla, Inc.Stock–$505.0K
WSMWilliams Sonoma IncCOM$8.47K–
MSMorgan StanleyStock$7.60K–
BROSDutch Bros Inc.CL A–$3.66K
MDTMedtronic plcStock$2.72K–
NVONovo Nordisk A SADR–$1.68K
PRMPerimeter Solutions, Inc.COMMON STOCK–$1.17K
DKSDick's Sporting Goods, Inc.Stock$1.13K–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT–$800
NAGENiagen Bioscience, Inc.COM NEW–$360
CCJCameco CorpStock–$284
ONOn Semiconductor CorpStock–$258
PLUGPlug Power IncStock–$3

Sold out since Q4 2024 (99)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of D.A. Davidson & Co. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
NICENICE Ltd.SPONSORED ADR19,350$3.29M<0.1%History
WLYJohn Wiley & Sons, Inc.CL A61,858$2.70M<0.1%History
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE34,663$2.24M<0.1%–
IBKRInteractive Brokers Group, Inc.Stock10,902$1.93M<0.1%History
DECKDeckers Outdoor CorpCOM9,227$1.87M<0.1%History
SPDR Series Trust78468R739ST NUVE TERM ETF37,330$1.77M<0.1%–
AMBAAmbarella IncSHS22,980$1.67M<0.1%History
Vanguard Long-Term Treasury ETF92206C847ETF28,439$1.57M<0.1%–
ALGNAlign Technology IncCOM7,530$1.57M<0.1%History
VNOVornado Realty TrustSH BEN INT32,193$1.35M<0.1%History
iShares Tr464288851US OIL GS EX ETF12,816$1.15M<0.1%–
ORANYOrangeSPONSORED ADR113,111$1.11M<0.1%History
SITMSITIME CorpCOM4,710$1.01M<0.1%History
iShares Tr464287812US CONSM STAPLES13,458$882.7K<0.1%–
GPNGlobal Payments IncStock7,324$820.8K<0.1%History
American Centy ETF Tr025072307US QUALITY GROW8,034$801.0K<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF20,481$753.5K<0.1%–
SPDR Series Trust78464A672ST INTER ETF25,738$717.6K<0.1%–
BNBROOKFIELD CorpCL A LTD VT SH12,087$694.4K<0.1%History
PFCPremier Financial CorpCOM26,949$689.1K<0.1%History
NARIInari Medical, Inc.Stock12,491$637.7K<0.1%History
FLEXFlex Ltd.Stock15,729$603.8K<0.1%History
GTLBGitlab Inc.CLASS A COM9,898$557.8K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM56,523$527.4K<0.1%History
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV4,504$518.5K<0.1%–
PIImpinj IncCOM3,210$466.3K<0.1%History
iShares Inc464286392MSCI WORLD ETF2,953$459.2K<0.1%–
ORIOld Republic International CorpCOM12,296$445.0K<0.1%History
JEFJefferies Financial Group Inc.COM5,593$438.5K<0.1%History
RNGRingCentral, Inc.CL A12,263$429.3K<0.1%History
SKXSkechers USA IncCL A6,326$425.4K<0.1%History
AMPHAmphastar Pharmaceuticals, Inc.COM11,244$417.5K<0.1%History
Pacer FDS Tr69374H436METAURUS CAP 40010,683$410.1K<0.1%–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY4,031$396.9K<0.1%–
ALSNAllison Transmission Holdings IncStock3,577$386.5K<0.1%History
ARLPAlliance Resource Partners LPStock14,699$386.4K<0.1%History
American Centy ETF Tr025072810FOCUSED DYNAMIC3,708$385.1K<0.1%–
BMRCBank of Marin BancorpCOM15,969$379.6K<0.1%History
PAYOPayoneer Global Inc.COM37,526$376.8K<0.1%History
CRDOCredo Technology Group Holding LtdStock5,410$363.6K<0.1%History
SPDR Series Trust78464A292ST STR PFD ETF10,190$336.2K<0.1%–
PAYPaymentus Holdings, Inc.Stock10,050$328.3K<0.1%History
DMCDel Monte CorpORD9,764$324.3K<0.1%History
Neos ETF Trust78433H501NEOS ENH INC 1-36,301$313.9K<0.1%–
American Centy ETF Tr025072695CORE MUNI FXD IN6,724$310.2K<0.1%–
BHBBar Harbor BanksharesCOM10,013$306.2K<0.1%History
VKTXViking Therapeutics, Inc.COM7,480$301.0K<0.1%History
UTIUniversal Technical Institute IncCOM11,630$299.0K<0.1%History
iShares Tr46434V1000-5YR INVT GR CP5,992$298.0K<0.1%–
WSTWest Pharmaceutical Services IncCOM899$294.5K<0.1%History
BMAMacro Bank Inc.SPON ADR B2,938$284.3K<0.1%History
SFMSprouts Farmers Market, Inc.COM2,174$276.3K<0.1%History
SKWDSkyward Specialty Insurance Group, Inc.COM5,418$273.8K<0.1%History
American Centy ETF Tr025072208US QUALITY VAL4,481$273.3K<0.1%–
AZPNAspen Technology, Inc.COM1,065$265.9K<0.1%History
CLMBClimb Global Solutions, Inc.COM1,989$252.1K<0.1%History
ONTOOnto Innovation Inc.COM1,510$251.7K<0.1%History
Global X Lithium & Battery Tech ETF37954Y855ETF6,170$251.6K<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT11,658$249.2K<0.1%History
GNTXGentex CorpCOM8,575$246.4K<0.1%History
STEPStepStone Group Inc.COM CL A4,250$246.0K<0.1%History
FORMFormfactor IncCOM5,510$242.4K<0.1%History
SMTCSemtech CorpStock3,838$237.4K<0.1%History
MNSTMonster Beverage CorpCOM4,471$235.0K<0.1%History
INCYIncyte CorpCOM3,325$229.7K<0.1%History
iShares Tr464289529INDIA 50 ETF4,417$224.6K<0.1%–
QRVOQorvo, Inc.Stock3,205$224.1K<0.1%History
PKGPackaging Corp of AmericaStock994$223.8K<0.1%History
CALMCal-Maine Foods IncCOM NEW2,170$223.3K<0.1%History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF3,515$223.1K<0.1%–
Global X FDS37954Y624AUTONMOUS EV ETF9,702$222.8K<0.1%–
MPWRMonolithic Power Systems, Inc.COM373$221.0K<0.1%History
First Tr Exchange Traded FD33738R720NASDQ ARTFCIAL4,896$220.5K<0.1%–
SPDR Index Shs FDS78463X509ST PORT MARK ETF5,744$220.4K<0.1%–
Pacer FDS Tr69374H709GLOBL CASH ETF6,507$219.5K<0.1%–
GTLSChart Industries IncCOM1,147$218.9K<0.1%History
CFRCullen/Frost Bankers, Inc.COM1,626$218.3K<0.1%History
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH3,924$215.9K<0.1%–
LCIILci IndustriesCOM2,086$215.7K<0.1%History
NVMINova Ltd.COM1,095$215.7K<0.1%History
RBB FD Inc74933W601MOTLEY FOL ETF3,550$213.4K<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF2,967$210.8K<0.1%–
RDNTRadNet, Inc.COM3,000$209.5K<0.1%History
BLDRBuilders FirstSource, Inc.Stock1,457$208.2K<0.1%History
iShares Tr464287796U.S. ENERGY ETF4,493$204.7K<0.1%–
RYNRayonier IncCOM7,812$203.9K<0.1%History
LDOSLeidos Holdings, Inc.COM1,410$203.1K<0.1%History
BANRBanner CorpCOM NEW3,030$202.4K<0.1%History
FINSAngel Oak Financial Strategies Income Term TrustCOM BEN INT12,800$162.6K<0.1%History
JOBYJoby Aviation, Inc.COMMON STOCK14,336$116.6K<0.1%History
Silvercrest Metals Inc828363101COM10,000$91.0K<0.1%–
STKLSunOpta Inc.COM10,500$80.8K<0.1%History
Lithium Americas Argentina Cor Com Shs53681K100Stock27,150$71.1K<0.1%–
BRCCBRC Inc.COM CL A17,990$57.0K<0.1%History
NOKNokia CorpSPONSORED ADR10,355$45.9K<0.1%History
NATNordic American Tankers LtdCOM10,000$25.0K<0.1%History
UAMYUnited States Antimony CorpCOM10,320$18.3K<0.1%History
CVMCel Sci CorpCOM PAR NEW20,300$8.12K<0.1%History
PTONPeloton Interactive, Inc.CL A COM645$5.61K<0.1%History