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| David Vaughan Investments LLC
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| |
|---|---|
| CRD # | 105990 |
| SEC # | 801-12642 |
| CIK # | 0001063571 |
| AUM | $4.3 BB (2024-03-28) |
| Employees | 44 (100% Investors, 0% Brokers) |
| Phone | 309-685-0033 |
| Address | 5823 N Forest Park Drive Peoria, IL 61614-3559 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001063571 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| Oracle Corp | 182.8 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Lam Research Corp | 60.8 | 0.0 | |
| Deere & Co | 94.5 | 0.0 | |
| Eaton Corp Ltd | 51.6 | 0.0 | |
| Apollo Global Management Inc | 29.5 | 0.0 | |
| Booz Allen Hamilton Holding Corp | 11.6 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| American Express Co | 107.1 | 0.0 | |
| Conocophillips | 123.2 | 0.0 | |
| Amgen Inc | 130.1 | 0.0 | |
| Marsh & McLennan Companies Inc | 77.7 | 0.0 | |
| McGraw-hill Companies Inc | 113.1 | 0.0 | |
| Honeywell International Inc | 119.8 | 0.0 | |
| Reinsurance Group of America Inc | 7.8 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| Regions Financial Corp | 18.2 | 0.0 | |
| FPL Group Inc | 150.2 | 0.0 | |
| Cigna Corp | 84.5 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Cisco Systems Inc | 178.3 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
| Williams Companies Inc | 38.7 | 0.0 | |
| Southern Co | 75.0 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 0.3 |
| (b) Individuals (high net worth individuals) | 717 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 0.3 |
| (h) Charitable organizations | 22 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,778 | 4.3 |
| By Discretionary | ||
| Discretionary | 3,778 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,778 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 3,778 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001063571] |
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