Fund HoldingsDAVIDSON INVESTMENT ADVISORS

Total Portfolio Value
$2.06B
Total Bought
$178.16M
Total Sold
$203.83M
Net Transaction
-$25.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS IN(ANET)0300,665+300,665033,2331.61%+33,233
TAIWAN SEMICONDUCTOR(TSM)095,994+95,994018,9580.92%+18,958
BROADCOM INC(AVGO)99,229136,086+36,85717,11731,5501.53%+14,433
APTIV PLC(APTV)0216,825+216,825013,1140.64%+13,114
ALPHABET INC(GOOG)0525,657+525,6570100,1064.86%+100,106
AMAZON COM INC(AMZN)0451,710+451,710099,1014.81%+99,101
UNITEDHEALTH GRP INC(UNH)018,857+18,85709,5390.46%+9,539
NETFLIX INC(NFLX)38,02038,635+61526,96634,4361.67%+7,470
APPLE INC(AAPL)385,649381,702-3,94789,85695,5864.64%+5,730
SALESFORCE INC(CRM)81,99383,139+1,14622,44227,7961.35%+5,354
GOLDMAN SACHS GROUP(GS)050,489+50,489028,9111.40%+28,911
BOEING CO(BA)086,257+86,257015,2670.74%+15,267
VISA INC(V)85,37186,830+1,45923,47327,4421.33%+3,969
CITIGROUP INC(C)431,998435,085+3,08727,04330,6261.49%+3,583
HONEYWELL INTL INC(HON)189,825189,372-45339,23942,7772.08%+3,539
INTER CONTINENTAL EX(ICE)65,60991,468+25,85910,53913,6300.66%+3,090
PAYPAL HLDGS INC(PYPL)265,761269,836+4,07520,73723,0311.12%+2,293
CISCO SYSTEMS INC(CSCO)404,876401,699-3,17721,54723,7811.16%+2,233
DYNATRACE HOLDINGS L(DT)388,319422,320+34,00120,76322,9531.12%+2,190
SCHWAB CHARLES CORP(SCHW)0259,327+259,327019,1930.93%+19,193
T-MOBILE US INC(TMUS)121,395122,926+1,53125,05127,1331.32%+2,082
VERTEX PHARMA(VRTX)48,53061,161+12,63122,57024,6301.20%+2,059
VANGUARD MUN BD FD302,980345,603+42,62315,48817,3250.84%+1,837
BANK OF AMERICA CORP0431,739+431,739018,9750.92%+18,975
BRISTOL MYERS SQUIBB(BMY)287,537291,321+3,78414,87716,4770.80%+1,600
JPMORGAN
ULTRA SHT MUNCPL
127,246158,729+31,4836,4828,0490.39%+1,567
SEMPRA(SRE)385,745384,041-1,70432,26033,6881.64%+1,428
SILICON LABS INC(SLAB)138,392139,807+1,41515,99417,3670.84%+1,373
TRIMBLE INC(TRMB)283,959267,110-16,84917,63118,8740.92%+1,243
ISHARES TRUST017,155+17,15501,0690.05%+1,069
FEDEX CORP(FDX)084,127+84,127023,6671.15%+23,667
LABCORP HOLDINGS INC(LH)159,271158,912-35935,59436,4421.77%+848
VANECK ETF TR
INTRMDT MUNI ETF
311,952335,364+23,41214,64615,4600.75%+814
INTUIT(INTU)041,940+41,940026,3591.28%+26,359
VANGUARD INDEX TR0163,699+163,699039,3341.91%+39,334
SPDR GOLD TR(GLD)01,945+1,94504710.02%+471
ISHARES TR03,916+3,91604510.02%+451
EATON CORPORATION(ETN)52,41053,474+1,06417,37117,7460.86%+376
VANGUARD FTSE10,47718,677+8,2005018230.04%+321
VANGUARD U.S0128,047+128,047021,0471.02%+21,047
TESLA INC(TSLA)1,4701,678+2083856780.03%+293
NVIDIA CORP(NVDA)2,5584,488+1,9303116030.03%+292
GILDAN ACTIVEWEAR(GIL)0437,314+437,314020,5761.00%+20,576
META PLATFORMS INC(META)0405+40502370.01%+237
ISHARES TRUST CORE47,60948,281+6725,9816,2100.30%+229
BERKSHIRE HATHAWAY0454+45402060.01%+206
ALPHABET INC(GOOG)4,4104,750+3407318990.04%+168
JPMORGAN CHASE & CO(JPM)4,3034,434+1319071,0630.05%+156
ISHARES1,0251,218+1933354070.02%+72
MORGAN STANLEY(MS)3,5993,427-1723754310.02%+56
COSTCO WHSL CORP(COST)735768+336517030.03%+52
EOG RESOURCES INC(EOG)164,672165,495+82320,24320,2860.99%+43
ISHARES TR3,7934,558+7652062430.01%+37
ORACLE CORP(ORCL)1,6251,824+1992773040.01%+27
VANGUARD INDEX TR3,8183,81801,0811,1060.05%+25
ISHARES TR11,10011,669+5696456680.03%+23
GLACIER BANCORP INC(GBCI)8,3488,028-3203824030.02%+22
STRYKER CORP(SYK)1,3601,390+304915000.02%+9
VANGUARD INDEX FDS70970903743820.02%+8
VANGUARD WORLD FD1,0911,09102252320.01%+7
SPDR S&P 500 ETF TR(SPY)35335302032070.01%+4
ABBOTT LABS2,9753,028+533393420.02%+3
DEERE & CO(DE)50650602112140.01%+3
EQUINIX INC(EQIX)326308-182892900.01%+1
PACIFIC FINL CORP32,03029,780-2,2503733710.02%-2
ISHARES TR4,9554,95502612560.01%-5
ISHARES TR
CORE UNIVRSL USD
8,0578,217+1603803710.02%-8
VANGUARD WORLD FD960850-1103092920.01%-17
ISHARES743633-1102792540.01%-25
ISHARES TR
CORE MSCI TOTAL
4,1204,135+152992730.01%-26
SPDR SER TR
ST NUVE TERM ETF
76,87976,928+493,7013,6460.18%-55
PEPSICO INC(PEP)2,1352,019-1163633070.01%-56
ABBVIE INC(ABBV)2,8702,869-15675100.02%-57
CATERPILLAR INC(CAT)1,2701,197-734974340.02%-62
QUALCOMM INC(QCOM)3,1002,850-2505274380.02%-89
VANGUARD
INT-TERM CORP
6,4203,750-2,6705383010.01%-237
GENERAL MOTORS CO(GM)5,6750-5,6752540-254
ISHARES TR0106,017+106,01703,3330.16%+3,333
VANGUARD WHITEHALL F58,28956,396-1,8937,4737,1960.35%-277
DUKE ENERGY CORP(DUK)3,0000-3,0003460-346
CORTEVA INC(CTVA)330,347334,220+3,87319,42119,0370.92%-384
HOME DEPOT INC(HD)62,83164,369+1,53825,45925,0391.22%-420
FIRST INTST BANCSYS(FIBK)434,832394,656-40,17613,34112,8140.62%-526
ISHARES TR53,73149,428-4,3035,8375,2670.26%-570
WAFD INC(WAFD)290,326295,524+5,19810,1189,5280.46%-590
LAS VEGAS SANDS CORP(LVS)287,620269,822-17,79814,47913,8580.67%-621
PHILIP MORRIS INTL(PM)166,414161,716-4,69820,20319,4620.95%-740
ISHARES MSCI USA0203,831+203,831019,4370.94%+19,437
CAMDEN PPTY TR(CPT)155,572157,111+1,53919,21818,2310.89%-987
EXELON CORP(EXC)376,329377,845+1,51615,26014,2220.69%-1,038
ISHARES TR
CORE DIV GRWTH
145,670131,728-13,9429,1328,0800.39%-1,052
DIAMONDBACK ENERGY(FANG)057,171+57,17109,3660.46%+9,366
PROGRESSIVE CORP(PGR)102,334101,897-43725,96824,4151.19%-1,553
OTIS WORLDWIDE CORP(OTIS)170,732173,540+2,80817,74616,0720.78%-1,674
BECTON DICKINSON(BDX)107,636106,786-85025,95124,2261.18%-1,725
MOSAIC CO(MOS)0253,048+253,04806,2200.30%+6,220
ALIGN TECH INC45,59645,468-12811,5969,4810.46%-2,115
FULLER H B CO(FUL)203,526206,653+3,12716,15613,9450.68%-2,211
RTX CORPORATION(RTX)376,980373,680-3,30045,67543,2422.10%-2,433
COMCAST CORP(CCZ)361,573337,029-24,54415,10312,6490.61%-2,454
Page 1 of 1