DAVIDSON TRUST CO

Q4 2024 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    157

  • Value ($000)

    $194,311

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001133119
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

EQUITIES
$16.57M
9 %

39,318

AAPL
AAPL

APPLE INC

EQUITIES
$14.94M
8 %

59,667

ABBV
ABBV

ABBVIE INC COM

EQUITIES
$7.35M
4 %

41,343

COST
COST

COSTCO WHOLESALE CORP

EQUITIES
$5.18M
3 %

5,653

ABT
ABT

ABBOTT LABORATORIES

EQUITIES
$4.37M
2 %

38,661

IVV
IVV

ISHARES CORE S&P 500 (MKT) ETF

EQUITIES
$4.15M
2 %

7,042

XOM
XOM

EXXON MOBIL CORP

EQUITIES
$3.84M
2 %

35,744

VTV
VTV

VANGUARD VALUE ETF

EQUITIES
$3.82M
2 %

22,552

IWR
IWR

ISHARES RUSSELL MID-CAP (MKT)

EQUITIES
$3.80M
2 %

42,971

VUG
VUG

VANGUARD GROWTH ETF (MKT)

EQUITIES
$3.79M
2 %

9,236

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