Fund HoldingsDAVIDSON TRUST CO

Total Portfolio Value
$209.71M
Total Bought
$31.17M
Total Sold
$9.32M
Net Transaction
+$21.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MCDONALDS CORP(MCD)020,378+20,37806,3653.04%+6,365
ABBOTT LABORATORIES051,801+51,80106,8713.28%+6,871
BERKSHIRE HATHAWAY INC B08,041+8,04104,2822.04%+4,282
FIRST TRUST ETF VI HIGH INC ETF
BUYWRIT INCM ETF
084,414+84,41401,8450.88%+1,845
ABBVIE INC COM(ABBV)041,764+41,76408,7504.17%+8,750
EXXON MOBIL CORP040,491+40,49104,8162.30%+4,816
UNION PACIFIC CORP(UNP)03,750+3,75008860.42%+886
ISHARES SELECT DIVIDEND (MKT)1,7698,281+6,5122321,1120.53%+880
ISHARES RUSSELL 1000 GROWTH9863,506+2,5203961,2670.60%+870
MOODYS CORP(MCO)01,641+1,64107640.36%+764
AT&T INC(T)11,51335,841+24,3282621,0140.48%+751
VERIZON COMMUNICATIONS INC(VZ)026,785+26,78501,2150.58%+1,215
SOUTHERN COMPANY(SO)07,045+7,04506480.31%+648
PEPSICO INC(PEP)013,509+13,50902,0260.97%+2,026
CHEVRON CORP(CVX)026,160+26,16004,3762.09%+4,376
PROLOGIS INC(PLD)05,085+5,08505680.27%+568
YUM! BRANDS INC(YUM)02,703+2,70304250.20%+425
BP PLC SPONS ADR(BP)011,801+11,80103990.19%+399
HONEYWELL INTERNATIONAL INC(HON)4,5496,637+2,0881,0281,4050.67%+378
VANGUARD FTSE EMERGING MKTS ETF030,359+30,35901,3740.66%+1,374
VANGUARD FTSE DEVELOPED MARKETS033,245+33,24501,6900.81%+1,690
SHELL PLC SPON ADR REPSTG ORD S(SHEL)04,575+4,57503350.16%+335
SCHLUMBERGER LIMITED(SLB)07,471+7,47103120.15%+312
ILLINOIS TOOL WORKS(ITW)01,249+1,24903100.15%+310
ELI LILLY & CO(LLY)0855+85507060.34%+706
META PLATFORMS INC(META)7401,255+5154337230.34%+290
WALMART INC(WMT)4,9377,996+3,0594467020.33%+256
NORFOLK SOUTHERN CORP(NSC)1,0001,925+9252354560.22%+221
DEERE & COMPANY(DE)2,0922,337+2458861,0970.52%+210
JOHNSON AND JOHNSON(JNJ)022,294+22,29403,6971.76%+3,697
GILEAD SCIENCES INC(GILD)01,808+1,80802030.10%+203
RAYTHEON TECHS CORP(RTX)016,159+16,15902,1401.02%+2,140
GENERAL ELECTRIC CO(GE)03,136+3,13606280.30%+628
BRISTOL-MYERS SQUIBB CO(BMY)12,77914,064+1,2857238580.41%+135
INTERNATIONAL BUSINESS MACHINES(IBM)03,162+3,16207860.37%+786
ISHARES CORE S&P 500 (MKT) ETF7,0427,609+5674,1454,2752.04%+130
PFIZER INC(PFE)39,65646,604+6,9481,0521,1810.56%+129
PROCTER & GAMBLE CO(PG)020,635+20,63503,5171.68%+3,517
ISHARES MSCI EAFE (MKT)020,433+20,43301,6700.80%+1,670
VISA INC CL A(V)4,1234,072-511,3031,4270.68%+124
STARBUCKS CORP(SBUX)04,954+4,95404860.23%+486
CVS HEALTH CORPORATION(CVS)05,077+5,07703440.16%+344
CHUBB LIMITED
COM
8,1787,832-3462,2602,3651.13%+106
3M CO(MMM)02,547+2,54703740.18%+374
PHILIP MORRIS INTL INC(PM)3,4153,215-2004115100.24%+99
VANGUARD HIGH DIVIDEND YIELD ET024,154+24,15403,1151.49%+3,115
ALTRIA GROUP INC(MO)12,71312,153-5606657290.35%+65
MONDELEZ INTL INC CL A(MDLZ)04,232+4,23202870.14%+287
SUNOCO LTD PARTNERSHIP(SUN)9,0009,00004635230.25%+60
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
12,64412,513-1318899470.45%+58
LOWES COMPANIES INC(LOW)04,776+4,77601,1140.53%+1,114
CHENIERE ENERGY PARTNERS LP UNI(CQP)4,0004,00002122640.13%+52
CSX CORP(CSX)026,158+26,15807700.37%+770
LINDE PLC(LIN)01,940+1,94009030.43%+903
INTEL CORP(INTC)014,205+14,20503230.15%+323
ANALOG DEVICES INC(ADI)9831,244+2612092510.12%+42
VANGUARD REIT ETF (MKT)04,606+4,60604170.20%+417
AMERICAN EXPRESS CO(AXP)1,6491,959+3104895270.25%+38
ALPHABET INC CAP STK CL C(GOOG)9,70712,063+2,3561,8491,8850.90%+36
ISHARES CORE MSCI EMERGING MKTS
CORE MSCI EMKT
012,146+12,14606560.31%+656
EXPEDITORS INTERNATIONAL(EXPD)03,575+3,57504300.20%+430
PHILLIPS 66(PSX)03,063+3,06303780.18%+378
ISHARES MSCI EMG MKT ETF013,613+13,61305950.28%+595
VANGUARD RUSSELL 1000 VALUE IND
VNG RUS1000VAL
14,28214,339+571,1601,1840.56%+23
MASTERCARD INC CLASS A(MA)1,0471,04705515740.27%+23
KNOT OFFSHORE PARTNERS LP13,80013,800075960.05%+21
MCCORMICK & CO INC(MKC)3,0003,00002292470.12%+18
COMCAST CORP CLASS A(CCZ)08,462+8,46203120.15%+312
ISHARES TIPS BOND (MKT)2,1502,219+692292470.12%+17
ISHARES BROAD USD INVT GRADE CO14,17414,267+937137290.35%+16
SARATOGA INVESTMENT CORP NEW(SAJ)11,00011,00002632790.13%+16
HEALTH CARE SELECT SECTOR SPDRR
ST STR CARE ETF
1,7561,75602422560.12%+15
KIMBERLY-CLARK CORP(KMB)1,7561,718-382302440.12%+14
WEYERHAEUSER CO(WY)07,871+7,87102300.11%+230
ISHARES MSCI USA QUALITY FACTOR
MSCI USA QLT FCT
2,5932,768+1754614730.23%+11
CISCO SYSTEMS INC(CSCO)15,05214,591-4618919000.43%+9
VANGUARD S&P 500 INDEX ETF911973+624915000.24%+9
ALLIANCE BERNSTEIN HOLDING LP U(AB)7,0007,00002602680.13%+9
COLGATE-PALMOLIVE CO(CL)02,801+2,80102620.13%+262
UNITEDHEALTH GROUP INC(UNH)40340302042110.10%+7
ZOETIS INC(ZTS)02,278+2,27803750.18%+375
ISHARES 3-7 YEAR TREASURY BOND02,457+2,45702900.14%+290
DELEK LOGISTICS PARTNERS LP(DKL)6,1006,10002582640.13%+6
CINCINNATI FINANCIAL CORP(CINF)1,5041,50402162220.11%+6
SPDR SERIES TRUST SPDR S&P
ST STR SP DIV
1,5971,59702112170.10%+6
ISHARES CORE MSCI TOT INTL STOC
CORE MSCI TOTAL
036,193+36,19302,5271.20%+2,527
GE VERNOVA LLC(GEV)725794+692382420.12%+4
SPDR SERIES TRUST SPDR DOW JONE
ST STR DOW REIT
011,999+11,99901,1890.57%+1,189
AMGEN INC(AMGN)01,485+1,48504630.22%+463
CANADIAN PACIFIC KANSAS CITY LT(CP)04,660+4,66003270.16%+327
VANGUARD VALUE ETF022,098+22,09803,8171.82%+3,817
INVESCO SENIOR LOAN ETF
SR LN ETF
9,8369,83602072040.10%-4
CAMDEN PROPERTY TRUST (REIT)(CPT)2,7312,561-1703173130.15%-4
VANGUARD DIVIDEND APPREC IDX ET2,0722,07204064020.19%-4
BANK OF AMERICA CORP5,7025,902+2002512460.12%-4
ISHARES NATIONAL AMT-FREE MUNI5,0005,00005335270.25%-6
NUVEEN CALIFORNIA QUALITY MUNI(NAC)0148,098+148,09801,6650.79%+1,665
CATERPILLAR INC(CAT)01,364+1,36404500.21%+450
VANGUARD SHORT-TERM BOND ETF7,5387,290-2485825710.27%-12
VANGUARD MEGA CAP INDEX ETF1,0911,09102322200.10%-12
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