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| Happy Holidays!! thanks for using AUM13F!! |
| Davidson Investment Advisors Inc
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| CRD # | 110552 |
| SEC # | 801-10883 |
| CIK # | 0001140771 |
| AUM | $4.8 B (2024-12-20) |
| Employees | 31 (39% Investors, 35% Brokers) |
| Phone | 406-727-6111 |
| Address | 8 Third Street North Great Falls, MT 59401-3104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Citigroup Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,014 | 1.2 |
| (b) Individuals (high net worth individuals) | 866 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.1 |
| (g) Pension and profit sharing plans | 41 | 0.1 |
| (h) Charitable organizations | 131 | 0.7 |
| (i) State or municipal government entities | 38 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 99 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,203 | 4.8 |
| By Discretionary | ||
| Discretionary | 4,083 | 4.8 |
| Non-Discretionary | 120 | 0.0 |
| Total | 4,203 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 4,203 | 4.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001140771] |
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|---|---|---|
|
David Vaughan Investments LLC
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|
IL | 4.9 |
|
Eulav Asset Management
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FL | 4.9 |
|
Kennedy Capital Management LLC
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MO | 4.9 |
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Ocean Park Asset Management LLC
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CA | 4.9 |
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Applied Finance Capital Management LLC
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PR | 4.9 |
|
TFO Wealth Partners LLC
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OH | 4.9 |
|
Moss Adams Wealth Advisors LLC
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|
WA | 4.8 |
|
Moran Wealth Management LLC
✚
|
FL | 4.7 |
|
Dunham & Associates Investment Counsel Inc
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|
CA | 4.7 |
|
Foyston Gordon & Payne Inc
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|
4.7 |