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| Davidson Investment Advisors Inc
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|---|---|
| CRD # | 110552 |
| SEC # | 801-10883 |
| CIK # | 0001140771 |
| AUM | 5,200.2 M (2025-12-15) |
| Employees | 31 (42% Investors, 35% Brokers) |
| Phone | 406-727-6111 |
| Address | 8 Third Street North Great Falls, MT 59401-3104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001140771 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Hyatt Hotels Corp | 0.0 | ||
| Sempra Energy | 0.0 | ||
| American Capital Agency Corp | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Citigroup Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Cigna Corp | 0.0 | ||
| Fedex Corp | 0.0 | ||
| Visa Inc | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Arista Networks Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,125 | 1.3 |
| (b) Individuals (high net worth individuals) | 966 | 2.3 |
| (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 | 36 | 0.1 |
| (h) Charitable organizations | 131 | 0.8 |
| (i) State or municipal government entities | 37 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 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 | 4,407 | 5.2 |
| By Discretionary | ||
| Discretionary | 4,275 | 5.2 |
| Non-Discretionary | 132 | 0.0 |
| Total | 4,407 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 4,407 | 5.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001140771] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Institutional, Retail |
| LEI | 254900F0044LVORWGY15 |
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