Fund Holdings — DAVENPORT & Co LLC

Total Portfolio Value
$18.09B
Total Bought
$1.75B
Total Sold
$1.56B
Net Transaction
+$181.84M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)2,238,4962,267,130+28,634243,154358,0611.98%+114,907
MICROSOFT CORP(MSFT)928,275931,187+2,912348,868462,9822.56%+114,114
QUANTA SVCS INC0233,054+233,054088,3030.49%+88,303
BROOKFIELD CORP(BN)9,097,0249,071,969-25,055474,816559,9463.10%+85,130
META PLATFORMS INC(META)497,750492,975-4,775286,902363,3602.01%+76,458
BROADCOM INC(AVGO)636,575636,491-84106,791174,6050.97%+67,814
AMAZON COM INC(AMZN)2,040,6792,059,281+18,602389,035453,0172.50%+63,983
INTUITIVE SURGICAL INC10,523114,577+104,05441162,0140.34%+61,603
AMERICAN TOWER CORP NEW(AMT)618,366872,074+253,708134,104191,7961.06%+57,692
ALEXANDRIA REAL ESTATE EQ IN44,077835,789+791,7124,07860,8140.34%+56,737
ORACLE CORP(ORCL)956,642865,064-91,578133,959187,6021.04%+53,642
SPOTIFY TECHNOLOGY S A(SPOT)206,276206,793+517113,991158,9320.88%+44,941
BROOKFIELD ASSET MANAGMT LTD(BAM)3,170,8753,556,812+385,937153,573196,3481.09%+42,775
ANALOG DEVICES INC(ADI)458,677559,663+100,98692,491133,0790.74%+40,588
VANGUARD INDEX FDS22,066154,367+132,3015,70743,1970.24%+37,490
WYNN RESORTS LTD(WYNN)595,236913,086+317,85049,47685,8950.47%+36,419
CAESARS ENTERTAINMENT INC NE(CZR)3,495,9154,196,893+700,97887,399120,1990.66%+32,800
DRAFTKINGS INC NEW(DKNG)3,242,3743,239,223-3,151107,679138,9300.77%+31,251
ROCKWELL AUTOMATION INC(ROK)423,907423,233-674109,555140,3490.78%+30,794
MARKEL GROUP INC(MKL)203,319204,702+1,383379,540408,3642.26%+28,825
SERVICENOW INC(NOW)115,169114,995-17491,733118,0560.65%+26,322
JPMORGAN CHASE & CO.(JPM)587,252586,514-738143,782169,7250.94%+25,943
MARTIN MARIETTA MATLS INC(MLM)359,871358,642-1,229172,042197,0071.09%+24,965
L3HARRIS TECHNOLOGIES INC(LHX)628,626624,232-4,394131,327155,9580.86%+24,632
OKTA INC(OKTA)324,690589,232+264,54234,16458,4410.32%+24,277
TRANE TECHNOLOGIES PLC(TT)216,679219,102+2,42372,77395,5890.53%+22,816
LIVE NATION ENTERTAINMENT IN(LYV)1,120,2931,117,489-2,804146,288168,4620.93%+22,175
VANGUARD INDEX FDS251,306265,107+13,801129,148150,5890.83%+21,440
ALPHABET INC(GOOG)959,460959,792+332148,317169,5200.94%+21,203
PALO ALTO NETWORKS INC(PANW)535,614534,772-84291,624108,9790.60%+17,355
PHILIP MORRIS INTL INC(PM)872,613848,910-23,703137,924154,4230.85%+16,499
CITIGROUP INC(C)1,104,0561,111,707+7,65178,19694,4230.52%+16,227
CLEAN HARBORS INC(CLH)448,677448,933+25688,446103,7540.57%+15,309
TE CONNECTIVITY PLC(TEL)614,444604,885-9,55986,961101,7140.56%+14,753
OLD DOMINION FREIGHT LINE IN(ODFL)261,380354,726+93,34643,25357,7730.32%+14,520
CABLE ONE INC(CABO)69,578242,962+173,38418,63132,9970.18%+14,366
ANHEUSER BUSCH INBEV SA/NV(BUD)2,161,7932,145,235-16,558133,359147,2870.81%+13,928
AST SPACEMOBILE INC(ASTS)0297,214+297,214013,8890.08%+13,889
DIGITALBRIDGE GROUP INC(DBRG)01,300,000+1,300,000013,3510.07%+13,351
NORFOLK SOUTHN CORP(NSC)539,676543,223+3,547126,968139,0200.77%+12,052
VANGUARD SPECIALIZED FUNDS617,400643,341+25,941119,769131,6730.73%+11,903
UBER TECHNOLOGIES INC(UBER)1,666,8221,432,406-234,416121,409133,0600.74%+11,651
LOWES COS INC(LOW)456,993529,916+72,923106,153117,7260.65%+11,573
WALMART INC(WMT)1,098,0781,098,102+2495,921107,2740.59%+11,353
ALIGN TECHNOLOGY INC592,695555,269-37,42694,239104,9360.58%+10,697
LAMAR ADVERTISING CO NEW(LAMR)1,430,5621,423,127-7,435161,991172,4050.95%+10,414
ABRDN PLATINUM ETF TRUST3,00086,046+83,04627410,5720.06%+10,298
VANGUARD INDEX FDS125,402128,005+2,60346,50256,1170.31%+9,616
MONARCH CASINO & RESORT INC(MCRI)1,095,8081,095,056-75285,68295,2150.53%+9,533
SCHWAB STRATEGIC TR0373,027+373,02709,1540.05%+9,154
ISHARES TR145,439161,482+16,04330,67939,8070.22%+9,128
WELLS FARGO CO NEW(WFC)1,127,1361,120,935-6,20180,58489,6180.50%+9,033
NEWMARKET CORP(NEU)70,84671,436+59040,13149,1300.27%+9,000
ISHARES TR
CORE MSCI EAFE
607,163643,134+35,97145,93253,6890.30%+7,757
INTERCONTINENTAL EXCHANGE IN(ICE)729,322731,075+1,753126,150133,8470.74%+7,697
INTERNATIONAL BUSINESS MACHS(IBM)185,085181,700-3,38546,02353,5620.30%+7,538
LIBERTY MEDIA CORP DEL091,657+91,65707,3740.04%+7,374
NETFLIX INC(NFLX)14,17615,335+1,15913,22020,5350.11%+7,315
DEERE & CO(DE)26,90638,950+12,04412,62819,8060.11%+7,177
ONESPAWORLD HOLDINGS LIMITED
COM
1,911,9411,921,094+9,15332,10139,2430.22%+7,142
SELECT SECTOR SPDR TR
ST STR TECHN ETF
150,341150,745+40431,04238,1730.21%+7,131
FERGUSON ENTERPRISES INC(FERG)35,14958,172+23,0235,63212,6670.07%+7,035
SELECT SECTOR SPDR TR
ST STR SVC ETF
116,625168,062+51,43711,24818,2400.10%+6,991
XYLEM INC(XYL)700,774703,078+2,30483,70990,6550.50%+6,946
MARVELL TECHNOLOGY INC(MRVL)276,956309,091+32,13517,06623,9160.13%+6,850
SPDR SERIES TRUST
ST STR SP600 SML
743,480870,012+126,53230,30437,0630.20%+6,758
COSTCO WHSL CORP NEW(COST)127,308128,101+793120,011126,6880.70%+6,676
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
410,669487,757+77,08824,53731,0750.17%+6,538
DOMINOS PIZZA INC(DPZ)014,297+14,29706,4420.04%+6,442
GOLDEN ENTMT INC1,431,3001,484,882+53,58237,95643,8180.24%+5,862
PALANTIR TECHNOLOGIES INC(PLTR)75,16389,130+13,9676,34412,1500.07%+5,806
ROBINHOOD MKTS INC(HOOD)10,48065,899+55,4194366,1700.03%+5,734
WISDOMTREE TR(WT)596,134666,452+70,31835,53041,1670.23%+5,637
SCHWAB STRATEGIC TR95,315272,250+176,9352,3877,9520.04%+5,566
ATLANTIC UN BANKSHARES CORP(AUB)558,451724,801+166,35017,39022,6670.13%+5,277
VANGUARD INTL EQUITY INDEX F611,291663,734+52,44327,66732,8280.18%+5,161
EATON CORP PLC(ETN)37,18242,750+5,56810,12315,2360.08%+5,114
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
82,667197,689+115,0222,9467,8070.04%+4,860
AMERICAN EXPRESS CO(AXP)64,85269,786+4,93417,44922,2600.12%+4,812
SPDR SERIES TRUST
ST STR P500ETF
60,023119,647+59,6243,9478,6970.05%+4,750
ESAB CORPORATION(ESAB)912,759916,242+3,483105,908110,5510.61%+4,643
DISNEY WALT CO(DIS)174,168175,999+1,83117,19021,8240.12%+4,634
SCHWAB STRATEGIC TR361,781556,558+194,77710,11514,7490.08%+4,633
BOEING CO(BA)112,821113,873+1,05219,24223,8600.13%+4,618
COPART INC(CPRT)20,337115,102+94,7651,1515,6480.03%+4,497
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)184,365176,766-7,59938,46542,8160.24%+4,351
ABBOTT LABS953,355961,062+7,707126,112130,3920.72%+4,280
TAIWAN SEMICONDUCTOR MFG LTD(TSM)83,35379,926-3,42713,83718,1020.10%+4,266
ALPHABET INC(GOOG)324,360309,614-14,74650,67454,9260.30%+4,252
SMITHFIELD FOODS INC(SFD)126,874290,734+163,8602,5876,7980.04%+4,211
BRITISH AMERN TOB PLC(BTI)19,844105,925+86,0818215,0130.03%+4,193
APPLIED MATLS INC33,07848,592+15,5144,8008,8970.05%+4,097
KIRBY CORP(KEX)188,613203,308+14,69518,98023,0570.13%+4,078
REDDIT INC(RDDT)027,004+27,00404,0660.02%+4,066
INTUIT(INTU)18,42119,363+94211,31015,2510.08%+3,941
PIMCO ETF TR
MULTISECTOR BD
212,452355,650+143,1985,5989,4390.05%+3,841
ISHARES INC046,149+46,14903,8100.02%+3,810
HOME BANCSHARES INC(HOMB)0132,929+132,92903,7830.02%+3,783
VANGUARD WHITEHALL FDS235,503256,112+20,60930,37034,1420.19%+3,772
WASTE MGMT INC DEL(WM)36,00452,754+16,7508,33512,0710.07%+3,736
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DAVENPORT & Co LLC — 13F Holdings — Q2 2025 | TickerTrail