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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

D.A. DAVIDSON & CO.

Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001080107-23-000001

Total Value
$8.48B
Positions
1,322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087444,793,822$672.9M8.38%
2VANGUARD INDEX FDS9229087361,866,255$397.7M4.95%
3ISHARES TR46432F8345,783,642$334.8M4.17%
4ISHARES TR4642872262,714,017$263.2M3.28%
5APPLE INCAAPL1,591,821$206.8M2.57%
6MICROSOFT CORPMSFT708,291$169.9M2.11%
7VANGUARD TAX-MANAGED FDS9219438583,330,457$139.8M1.74%
8ISHARES TR464287630944,160$130.9M1.63%
9SPDR SER TR78464A3754,082,151$129.9M1.62%
10VANGUARD BD INDEX FDS9219378271,358,787$102.3M1.27%
11JOHNSON & JOHNSONJNJ536,608$94.8M1.18%
12ISHARES TR464287648417,610$89.6M1.12%
13VANGUARD INDEX FDS922908769467,574$89.4M1.11%
14ISHARES TR464287705838,459$84.5M1.05%
15BERKSHIRE HATHAWAY INC DELBRK-A269,548$83.3M1.04%
16ISHARES TR464287614379,142$81.2M1.01%
17VANGUARD WHITEHALL FDS921946406742,443$80.3M1.00%
18PEPSICO INCPEP435,022$78.6M0.98%
19COSTCO WHSL CORP NEW22160K105166,014$75.8M0.94%
20VISA INCV335,941$69.8M0.87%
21MERCK & CO INCMRK622,735$69.1M0.86%
22SCHWAB STRATEGIC TR808524797844,717$63.8M0.79%
23ISHARES TR464287200165,229$63.5M0.79%
24ISHARES TR464287606919,002$62.8M0.78%
25RAYTHEON TECHNOLOGIES CORPRTX619,827$62.5M0.78%
26AUTOMATIC DATA PROCESSING INADP253,601$60.6M0.75%
27CHUBB LIMITEDCB240,713$53.1M0.66%
28CUMMINS INCCMI212,972$51.6M0.64%
29ISHARES TR46432F339449,961$51.3M0.64%
30VANGUARD INTL EQUITY INDEX F9220428581,313,762$51.2M0.64%
31AMGEN INCAMGN194,259$51.0M0.64%
32CHEVRON CORP NEWCVX283,962$50.9M0.63%
33JPMORGAN CHASE & COVYLD376,103$50.4M0.63%
34DIMENSIONAL ETF TRUST25434V8802,289,290$49.4M0.62%
35INVESCO EXCHANGE TRADED FD TIVZ312,758$48.5M0.60%
36BROADCOM INCAVGO86,159$48.2M0.60%
37J P MORGAN EXCHANGE TRADED F46641Q837959,824$48.1M0.60%
38STARBUCKS CORPSBUX480,791$47.7M0.59%
39QUALCOMM INCQCOM433,622$47.7M0.59%
40ABBVIE INCABBV292,351$47.3M0.59%
41AMAZON COM INCAMZN551,751$46.3M0.58%
42NOVARTIS AGNVSEF487,684$44.2M0.55%
43NEXTERA ENERGY INCNEE-PW509,494$42.6M0.53%
44VANGUARD INDEX FDS922908363121,209$42.6M0.53%
45VANGUARD SPECIALIZED FUNDS921908844267,759$40.7M0.51%
46EXXON MOBIL CORPXOM363,039$40.0M0.50%
47CVS HEALTH CORPCVS427,056$39.8M0.50%
48SPDR S&P 500 ETF TRSPY103,276$39.5M0.49%
49PFIZER INCPFE736,308$37.7M0.47%
50VANECK ETF TRUST92189H409714,675$36.1M0.45%
51BERKSHIRE HATHAWAY INC DELBRK-A77$36.1M0.45%
52S&P GLOBAL INCSPGI106,029$35.5M0.44%
53UNION PAC CORPUNP168,151$34.8M0.43%
54ALPHABET INCGOOG366,347$32.3M0.40%
55DISNEY WALT CO254687106371,925$32.3M0.40%
56PROCTER AND GAMBLE CO742718109196,868$29.9M0.37%
57ISHARES INC464286681408,591$29.8M0.37%
58UNITED PARCEL SERVICE INCUPS170,982$29.7M0.37%
59INVESCO QQQ TRIVZ107,535$28.6M0.36%
60MCDONALDS CORPMCD108,142$28.5M0.36%
61ACCENTURE PLC IRELANDACN103,303$27.6M0.34%
62ISHARES TR46435G516412,687$27.1M0.34%
63VANGUARD STAR FDS921909768502,793$26.0M0.32%
64INTEL CORPINTC971,689$25.7M0.32%
65LOWES COS INC548661107126,975$25.3M0.32%
66FIRST TR EXCHANGE-TRADED FD33733E104334,677$25.1M0.31%
67PNC FINL SVCS GROUP INC693475105158,153$25.0M0.31%
68INTERNATIONAL BUSINESS MACHSINTR176,917$24.9M0.31%
69CISCO SYS INCCSCO518,608$24.7M0.31%
70ISHARES TR464287804258,520$24.5M0.30%
71BOEING COBA-PA124,807$23.8M0.30%
72ISHARES TR46428750798,247$23.8M0.30%
73SSGA ACTIVE ETF TR78467V103858,672$23.6M0.29%
74HOME DEPOT INCHD69,102$21.9M0.27%
75ALPHABET INCGOOG242,289$21.5M0.27%
76LOCKHEED MARTIN CORPLMT43,603$21.2M0.26%
77BRISTOL-MYERS SQUIBB COCELG-RI294,325$21.2M0.26%
78FIRST TR EXCHANGE-TRADED FD33738R605430,054$20.0M0.25%
79STRYKER CORPORATIONSYK81,573$19.9M0.25%
80DEERE & CODE46,423$19.9M0.25%
81ISHARES TR464287499293,047$19.8M0.25%
82PACER FDS TR69374H881426,959$19.7M0.25%
83LITHIA MTRS INC53679710393,870$19.2M0.24%
84VERIZON COMMUNICATIONS INCVZ477,020$18.8M0.23%
85AUTODESK INCADSK98,487$18.4M0.23%
86FIRST TR VALUE LINE DIVID IN33734H106458,551$18.3M0.23%
87FIRST TR EXCHANGE-TRADED FD33733E203118,533$18.3M0.23%
88UNITEDHEALTH GROUP INCUNH34,335$18.2M0.23%
89ISHARES TR464287465276,295$18.1M0.23%
90ABBOTT LABSABLZF163,174$17.9M0.22%
91ISHARES TR464287655101,820$17.8M0.22%
92GENERAL DYNAMICS CORPGD71,503$17.7M0.22%
93COCA COLA COKO271,239$17.3M0.21%
94KIMBERLY-CLARK CORPKMB125,964$17.1M0.21%
95NIKE INCNKE146,112$17.1M0.21%
96TARGET CORPTGT111,635$16.6M0.21%
97US BANCORP DELUSB-PS374,073$16.3M0.20%
98ISHARES TR46434V613360,045$16.2M0.20%
99SCHWAB CHARLES CORPSCHW-PJ193,652$16.1M0.20%
100BLACKSTONE INCBX210,501$15.6M0.19%
101BANK AMERICA CORP060505104471,678$15.6M0.19%
102CAPITAL GROUP GBL GROWTH EQT14020X104727,576$15.3M0.19%
103WALMART INCWMT107,563$15.3M0.19%
104NVIDIA CORPORATIONNVDA104,342$15.2M0.19%
105FISERV INCFISV149,712$15.1M0.19%
106ADOBE SYSTEMS INCORPORATEDADBE44,735$15.1M0.19%
107LILLY ELI & COLLY40,613$14.9M0.18%
1083M COMMM121,799$14.6M0.18%
109FIRST TR EXCHANGE-TRADED FD33739Q408238,246$14.2M0.18%
110FIRST TR EXCHANGE TRADED FD33734X127805,942$13.8M0.17%
111FIRST TR EXCHANGE-TRADED FD33738R506306,761$13.5M0.17%
112CATERPILLAR INCCAT56,141$13.4M0.17%
113VALERO ENERGY CORPVLO106,080$13.4M0.17%
114AMERICAN TOWER CORP NEW03027X10061,396$13.0M0.16%
115VANGUARD INDEX FDS92290875170,176$12.9M0.16%
116ISHARES GOLD TRIAU371,914$12.9M0.16%
117CONOCOPHILLIPSCOP105,721$12.5M0.16%
118VANGUARD BD INDEX FDS921937835172,800$12.4M0.15%
119CONSTELLATION BRANDS INCSTZ52,343$12.1M0.15%
120ISHARES TR464287176112,467$12.0M0.15%
121HONEYWELL INTL INC43851610655,212$11.8M0.15%
122PROSHARES TR74348A467130,906$11.8M0.15%
123NUTRIEN LTDNTR160,945$11.8M0.15%
124GOLDMAN SACHS GROUP INCGSCE33,678$11.6M0.14%
125PACCAR INCPCAR116,023$11.5M0.14%
126PRICE T ROWE GROUP INCTROW103,189$11.3M0.14%
127MASTERCARD INCORPORATEDMA32,214$11.2M0.14%
128CROWN HLDGS INCCCK134,931$11.1M0.14%
129ALTRIA GROUP INCMO242,354$11.1M0.14%
130VANGUARD SCOTTSDALE FDS92206C680199,037$11.0M0.14%
131PIMCO ETF TR72201R833110,630$10.9M0.14%
132AMERICAN INTL GROUP INC026874784171,265$10.8M0.14%
133AT&T INCT-PC588,288$10.8M0.13%
134FIRST TR EXCHANGE TRADED FD33734X135262,184$10.7M0.13%
135VANGUARD SCOTTSDALE FDS92206C409142,126$10.7M0.13%
136EMERSON ELEC COEMR111,210$10.7M0.13%
137INVESCO EXCH TRADED FD TR IIIVZ513,250$10.5M0.13%
138QUANTA SVCS INC74762E10273,882$10.5M0.13%
139VANGUARD WORLD FDS92204A50442,159$10.5M0.13%
140STATE STR CORPSTT-PG134,573$10.4M0.13%
141REALTY INCOME CORPO162,142$10.3M0.13%
142V F CORPVFC370,189$10.2M0.13%
143ISHARES TR464288638202,408$10.0M0.12%
144ACTIVISION BLIZZARD INC00507V109130,776$10.0M0.12%
145VANGUARD INDEX FDS92290865274,327$9.9M0.12%
146WELLS FARGO CO NEW949746101235,296$9.7M0.12%
147ARES CAPITAL CORPARCC525,630$9.7M0.12%
148PHILIP MORRIS INTL INC71817210995,074$9.6M0.12%
149SHELL PLCRYDAF168,345$9.6M0.12%
150VANGUARD WORLD FDS92204A30678,937$9.6M0.12%
151ENTERPRISE PRODS PARTNERS L293792107394,640$9.5M0.12%
152WEYERHAEUSER CO MTN BEWY306,246$9.5M0.12%
153AMER STATES WTR CO029899101102,357$9.5M0.12%
154OPTION CARE HEALTH INCOPCH313,500$9.5M0.12%
155PRUDENTIAL FINL INCPUKPF94,411$9.4M0.12%
156KINDER MORGAN INC DELEP-PC511,782$9.3M0.12%
157DUKE ENERGY CORP NEWDUKB89,356$9.2M0.11%
158SELECT SECTOR SPDR TR81369Y506105,062$9.2M0.11%
159INVESCO EXCHANGE TRADED FD TIVZ64,618$9.1M0.11%
160VALMONT INDS INC92025310127,552$9.1M0.11%
161VANGUARD INDEX FDS92290861157,348$9.1M0.11%
162ALASKA AIR GROUP INCALK209,897$9.0M0.11%
163VANGUARD INDEX FDS922908553109,103$9.0M0.11%
164VANGUARD INDEX FDS92290851266,434$9.0M0.11%
165ALCON AGALC130,648$9.0M0.11%
166ISHARES TR464287234235,584$8.9M0.11%
167MEDTRONIC PLCMDT114,328$8.9M0.11%
168GENUINE PARTS COGPC51,139$8.9M0.11%
169COLGATE PALMOLIVE COCL111,173$8.8M0.11%
170VANGUARD WHITEHALL FDS921946810123,942$8.6M0.11%
171PPG INDS INC69350610765,983$8.3M0.10%
172VANGUARD INTL EQUITY INDEX F922042775165,340$8.3M0.10%
173LINDE PLCLIN25,296$8.3M0.10%
174VANGUARD INDEX FDS92290862940,440$8.2M0.10%
175GILEAD SCIENCES INCGILD95,381$8.2M0.10%
176WISDOMTREE TRWT187,921$8.2M0.10%
177ISHARES TR46428880299,142$8.2M0.10%
178EOG RES INCEOG62,654$8.1M0.10%
179GLACIER BANCORP INC NEWGBCI162,772$8.0M0.10%
180ORACLE CORPORCL-PD97,971$8.0M0.10%
181BECTON DICKINSON & COBDX31,044$7.9M0.10%
182VANGUARD ADMIRAL FDS INC92193288548,246$7.9M0.10%
183VMWARE INC92856340263,570$7.8M0.10%
184ENBRIDGE INCENNPF198,228$7.8M0.10%
185VANGUARD MALVERN FDS922020805165,834$7.7M0.10%
186SYSCO CORPSYY101,117$7.7M0.10%
187FIRST TR EXCHANGE-TRADED FD33739Q200162,385$7.7M0.10%
188D R HORTON INC23331A10986,048$7.7M0.10%
189TESLA INCTSLA62,290$7.7M0.10%
190WASTE MGMT INC DEL94106L10948,459$7.6M0.09%
191VANGUARD INDEX FDS92290863743,379$7.6M0.09%
192CORNING INCGLW235,675$7.5M0.09%
193DOW INCDOW148,306$7.5M0.09%
194MORGAN STANLEYMS-PQ87,672$7.5M0.09%
195CSX CORPCSX239,984$7.4M0.09%
196VANGUARD WORLD FD92191081642,995$7.4M0.09%
197MGM RESORTS INTERNATIONALMGM216,893$7.3M0.09%
198PHILLIPS 66PSX66,966$7.0M0.09%
199NORTHROP GRUMMAN CORPNOC12,730$6.9M0.09%
200PAYPAL HLDGS INCPYPL96,992$6.9M0.09%
201META PLATFORMS INCMETA57,113$6.9M0.09%
202SELECT SECTOR SPDR TR81369Y80355,227$6.9M0.09%
203ISHARES TR46429B69795,064$6.9M0.09%
204VANGUARD INDEX FDS92290853838,041$6.8M0.09%
205UMH PPTYS INC903002103423,972$6.8M0.09%
206INTERNATIONAL PAPER CO460146103197,070$6.8M0.08%
207DEVON ENERGY CORP NEW25179M103111,092$6.8M0.08%
208ISHARES TR46429B689107,125$6.8M0.08%
209SPDR GOLD TRGLD39,109$6.6M0.08%
210CALAMOS DYNAMIC CONV & INCOM12811V105320,675$6.6M0.08%
211CANADIAN PAC RY LTD13645T10087,959$6.6M0.08%
212SELECT SECTOR SPDR TR81369Y20948,082$6.5M0.08%
213VANGUARD WORLD FD92191084063,046$6.5M0.08%
214FIRST TR MORNINGSTAR DIVID L336917109176,566$6.5M0.08%
215ISHARES TR46432F38869,682$6.4M0.08%
216ISHARES TR464287309108,538$6.3M0.08%
217APPLIED MATLS INC03822210564,131$6.2M0.08%
218DIMENSIONAL ETF TRUST25434V609141,772$6.2M0.08%
219FEDEX CORPFDX35,662$6.2M0.08%
220ISHARES TR46434V621123,185$6.2M0.08%
221GENERAL MLS INC37033410473,307$6.2M0.08%
222ISHARES INC46434G103130,658$6.1M0.08%
223CAPITAL GROUP FIXED INCOME E14020Y102273,421$6.1M0.08%
224FIRST TRUST LRGCP GWT ALPHAD33735K10866,446$6.1M0.08%
225PROLOGIS INC.PLDGP53,507$6.0M0.08%
226ROCKWELL AUTOMATION INCROK23,135$6.0M0.07%
227COMCAST CORP NEWCCZ168,812$5.9M0.07%
228CALAMOS CONV OPPORTUNITIES &128117108558,600$5.9M0.07%
229TOTALENERGIES SETTE94,541$5.9M0.07%
230NEWMONT CORPNEMCL124,335$5.9M0.07%
231THERMO FISHER SCIENTIFIC INCTMO10,536$5.8M0.07%
232FREEPORT-MCMORAN INCFCX152,013$5.8M0.07%
233CONAGRA BRANDS INCCAG145,248$5.6M0.07%
234CIGNA CORP NEW12552310016,855$5.6M0.07%
235ISHARES TR464288448205,009$5.6M0.07%
236ATLAS CORPY0436Q109356,343$5.5M0.07%
237FIRST TR SML CP CORE ALPHA F33734Y10969,616$5.5M0.07%
238ANNALY CAPITAL MANAGEMENT INNLY-PJ250,359$5.3M0.07%
239SALESFORCE INCCRM39,533$5.2M0.07%
240ONEOK INC NEWOKE79,380$5.2M0.06%
241PACER FDS TR69374H667144,527$5.2M0.06%
242CORTEVA INCCTVA86,123$5.1M0.06%
243RIO TINTO PLCRTNTF71,071$5.1M0.06%
244WESCO INTL INC95082P10540,370$5.0M0.06%
245SOUTHERN COSOMN70,672$5.0M0.06%
246CHURCH & DWIGHT CO INCCHD62,567$5.0M0.06%
247ISHARES TR46428745761,515$5.0M0.06%
248FIRST TR LRGE CP CORE ALPHA33734K10961,721$4.9M0.06%
249UMPQUA HLDGS CORP904214103275,674$4.9M0.06%
250FIRST TR MID CAP CORE ALPHAD33735B10855,990$4.9M0.06%
251FIRST TR EXCHANGE TRADED FD33734X17653,708$4.9M0.06%
252CARRIER GLOBAL CORPORATIONCARR118,877$4.9M0.06%
253WISDOMTREE TRWT78,172$4.8M0.06%
254FIRST TR EXCHANGE-TRADED FD33738R118101,059$4.8M0.06%
255INVESCO ACTIVELY MANAGED ETFIVZ97,490$4.8M0.06%
256ISHARES TR46428751518,813$4.8M0.06%
257ISHARES TR464287374118,282$4.8M0.06%
258TEXAS INSTRS INC88250810429,011$4.8M0.06%
259BLACKROCK INCBLK6,720$4.8M0.06%
260ISHARES TR46434V456146,988$4.8M0.06%
261VANGUARD WORLD FDS92204A70214,790$4.7M0.06%
262SCHLUMBERGER LTDSLB87,998$4.7M0.06%
263ROSS STORES INCROST40,487$4.7M0.06%
264SCHWAB STRATEGIC TR80852430084,243$4.7M0.06%
265WISDOMTREE TRWT112,333$4.6M0.06%
266CME GROUP INCCME27,455$4.6M0.06%
267YUM BRANDS INCYUM35,873$4.6M0.06%
268SPDR SER TR78464A81355,409$4.6M0.06%
269CLARIVATE PLCCLVT540,412$4.5M0.06%
270ISHARES TR46434VBG4183,033$4.5M0.06%
271ISHARES TR46428827379,002$4.5M0.06%
272CAPITAL GROUP INTL FOCUS EQT14019W109214,172$4.5M0.06%
273ISHARES INC46434G76493,192$4.4M0.06%
274PALO ALTO NETWORKS INCPANW31,604$4.4M0.05%
275JOHN HANCOCK EXCHANGE TRADED47804J20694,734$4.4M0.05%
276FIDELITY NATL INFORMATION SV31620M10664,531$4.4M0.05%
277GSK PLCGLAXF124,422$4.4M0.05%
278VANGUARD CHARLOTTE FDS92203J40790,827$4.3M0.05%
279ENSIGN GROUP INCENSG45,486$4.3M0.05%
280INVESCO DB COMMDY INDX TRCKIVZ174,092$4.3M0.05%
281NETFLIX INCNFLX14,532$4.3M0.05%
282FIRST TR MULTI CP VAL ALPHA33733C10861,675$4.2M0.05%
283LAM RESEARCH CORPLRCX10,090$4.2M0.05%
284MCCORMICK & CO INCMKC-V51,168$4.2M0.05%
285ISHARES TR46428710124,763$4.2M0.05%
286CAPITAL ONE FINL CORP14040H10545,181$4.2M0.05%
287ISHARES TR46435GAA0179,249$4.2M0.05%
288ISHARES TR46428759827,292$4.1M0.05%
289ALLIANCEBERNSTEIN HLDG L P01881G106119,840$4.1M0.05%
290FIRST TR EXCH TRADED FD III33739E108244,711$4.1M0.05%
291ALPS ETF TR00162Q452107,605$4.1M0.05%
292VANGUARD SCOTTSDALE FDS92206C66457,416$4.0M0.05%
293TAIWAN SEMICONDUCTOR MFG LTD87403910054,032$4.0M0.05%
294DAVIS FUNDAMENTAL ETF TR23908L207146,624$4.0M0.05%
295FIRST TR EXCHNG TRADED FD VI33740F80589,013$3.9M0.05%
296FORD MTR CO DEL345370860335,305$3.9M0.05%
297ISHARES TR46436E874163,074$3.9M0.05%
298VANGUARD WORLD FD92191073358,926$3.9M0.05%
299SOURCE CAP INCSOR99,941$3.9M0.05%
300BLACKROCK TCP CAPITAL CORPTCPC298,277$3.9M0.05%
301NORFOLK SOUTHN CORP65584410815,563$3.8M0.05%
302VIRCO MFG COVIRC841,852$3.8M0.05%
303AMERICAN WTR WKS CO INC NEW03042010324,450$3.7M0.05%
304WISDOMTREE TRWT138,653$3.7M0.05%
305NEXSTAR MEDIA GROUP INCNXST21,039$3.7M0.05%
306FIRST TR EXCHANGE TRADED FD33692010346,642$3.7M0.05%
307FIRST TR NASDAQ 100 TECH IND33734510234,825$3.7M0.05%
308EXPEDITORS INTL WASH INC30213010935,215$3.7M0.05%
309MDU RES GROUP INC552690109119,448$3.6M0.05%
310L3HARRIS TECHNOLOGIES INCLHX17,383$3.6M0.04%
311AMERICAN EXPRESS COAXP24,316$3.6M0.04%
312SELECT SECTOR SPDR TR81369Y605103,792$3.5M0.04%
313GENERAL ELECTRIC CO36960430142,320$3.5M0.04%
314ISHARES TR46428743235,236$3.5M0.04%
315HERC HLDGS INCHRI26,150$3.4M0.04%
316ISHARES TR46434V40783,792$3.4M0.04%
317VANECK ETF TRUST92189F79195,641$3.4M0.04%
318DEXCOM INCDXCM30,094$3.4M0.04%
319ISHARES TR46428762216,144$3.4M0.04%
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