Davidson Trust Co.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Davidson Trust Co. reported 172 stock positions worth $239.8 million. Its top holding was Microsoft (MSFT) at 8.7% of the portfolio, followed by Apple (AAPL, 6.6%) and Abbvie (ABBV, 3.7%). Compared with Q3 2025, it opened 13 new positions, sold out of 15, added to 65 and reduced 60. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Microsoft (MSFT, shares −14%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001133119
Portfolio Value
$239.8M (Q4 2025)
SEC Filing
0001133119-26-000001 ↗ filed Jan 27, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $171.6M Q1 2024 Q2 2024: $145.1M Q2 2024 Q3 2024: $194.6M Q3 2024 Q4 2024: $194.3M Q4 2024 Q1 2025: $209.7M Q1 2025 Q2 2025: $216.7M Q2 2025 Q3 2025: $242.2M Q3 2025 Q4 2025: $239.8M $239.8M Q4 2025 Q1 2026: $232.0M Q1 2026 Q2 2026: $256.3M Q2 2026

Holdings 172 stocks · $239.8M
MSFT Microsoft Corp. 8.66% 42,948 $20.8M Reduce -14.3%
AAPL Apple Inc. 6.61% 58,329 $15.9M Add +3.8%
ABBV Abbvie Inc. 3.71% 38,962 $8.9M Add +0.8%
ABT Abbott Laboratories 2.66% 50,888 $6.4M No change
VTV Vanguard Mrngstr Val ETF-Aui 2.32% 29,165 $5.6M Add +7.3%
VUG Vanguard Mrngstar GR ETF-Sui 2.31% 11,364 $5.5M Add +8.7%
IXUS iShares Core Intl Stock ETF 2.05% 58,209 $4.9M Reduce -6.4%
IVV iShares Core S&P 500 ETF 1.99% 6,975 $4.8M Reduce -0.7%
GOOG Alphabet Inc. Class C 1.90% 14,544 $4.6M Add +10.7%
IWR iShares Russell Mid-Cap ETF 1.78% 44,442 $4.3M Add +0.4%
JNJ Johnson & Johnson 1.76% 20,355 $4.2M Reduce -4.6%
JPM JPMorgan Chase & Co. 1.70% 12,623 $4.1M Add +6.2%
COST Costco Wholesale Corp. 1.66% 4,610 $4.0M Reduce -12.8%
AGG iShares Core U.S. Aggregate 1.55% 37,130 $3.7M Add +10.4%
XOM Exxon Mobil Corp. 1.52% 30,280 $3.6M Reduce -2.1%
VYM Vanguard High DVD Yield ETF 1.50% 25,064 $3.6M Reduce -6.5%
IWM iShares Russell 2000 ETF 1.43% 13,964 $3.4M Reduce -0.7%
GBCI Glacier Bancorp Inc. 1.31% 71,458 $3.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.25% 4,391 $3.0M Add +6.0%
AVGO Broadcom Inc. 1.19% 8,245 $2.9M Add +5.0%
RTX RTX Corp. 1.17% 15,344 $2.8M Reduce -11.0%
PG The Procter & Gamble Co. 1.11% 18,644 $2.7M Add +8.1%
ADP Automatic Data Processing 1.04% 9,676 $2.5M Add +3.5%
BRK.B Berkshire Hathaway Inc. Class B 1.02% 4,863 $2.4M Reduce -9.8%
VEA Vanguard Ftse Developed ETF 1.00% 38,386 $2.4M Add +16.5%
AMZN Amazon.com Inc. 0.99% 10,315 $2.4M Add +29.1%
SCHX Schwab US Large-Cap ETF 0.96% 85,608 $2.3M No change
MDY State Street SPDR S&P Midcap 0.95% 3,768 $2.3M Reduce -14.8%
CB Chubb Ltd. 0.93% 7,174 $2.2M Reduce -7.2%
GOOGL Alphabet Inc. Class A 0.92% 7,049 $2.2M Reduce -16.4%
EFA iShares MSCI Eafe ETF 0.86% 21,456 $2.1M Add +2.3%
FTHI Fthi/First Trust Exchange-TR 0.82% 83,520 $2.0M Reduce -3.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.82% 6,256 $2.0M No change
VWO Vanguard Ftse Emerging Marke 0.81% 36,011 $1.9M Add +3.1%
VTI VG Morningstar TS MKT ETF-US 0.81% 5,767 $1.9M No change
NEE Nextera Energy Inc. 0.78% 23,159 $1.9M Add +4.4%
PEP Pepsico Inc. 0.76% 12,711 $1.8M Reduce -6.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.75% 15,754 $1.8M Add +6.5%
NAC Nuveen Ca QLTY Muni Inc. 0.73% 148,098 $1.7M No change
IWF iShares Russell 1000 Growth 0.65% 3,309 $1.6M Reduce -1.4%
VONG Vanguard Russell 1000 Growth 0.59% 11,565 $1.4M Reduce -10.2%
WFC Wells Fargo & Co. 0.59% 15,100 $1.4M Reduce -27.9%
CVX Chevron Corp. 0.58% 9,093 $1.4M Reduce -66.6%
SPIB SS SPDR P Int C Corp. ETF 0.57% 40,648 $1.4M Add +16.2%
LOW Lowe's Cos Inc. 0.56% 5,615 $1.4M Add +18.4%
CSCO Cisco Systems Inc. 0.56% 17,565 $1.4M Add +25.7%
KO The Coca-Cola Co. 0.55% 18,880 $1.3M Reduce -2.1%
HON Honeywell International Inc. 0.55% 6,732 $1.3M Reduce -0.7%
CMI Cummins Inc. 0.54% 2,534 $1.3M Reduce -3.7%
V Visa Inc. Class A 0.53% 3,639 $1.3M Reduce -16.9%
NKE Nike Inc. Class B 0.51% 19,282 $1.2M Add +0.8%
VONV Vanguard Russell 1000 Value 0.50% 13,013 $1.2M Reduce -10.0%
META Meta Platforms Inc. Class A 0.50% 1,801 $1.2M Add +30.7%
RWR SS SPDR Dow Jones REIT ETF 0.49% 11,999 $1.2M No change
ORCL Oracle Corp. 0.49% 6,039 $1.2M Add +0.2%
DVY iShares Select Dividend ETF 0.49% 8,281 $1.2M No change
TNGY Tortoise Energy ETF 0.49% 129,121 $1.2M Reduce -5.0%
IEFA iShares Core MSCI Eafe ETF 0.47% 12,498 $1.1M Reduce -1.0%
MCD McDonald's Corp. 0.47% 3,657 $1.1M Add +9.5%
IWO iShares Russell 2000 Growth 0.46% 3,443 $1.1M Reduce -2.2%
PFE Pfizer Inc. 0.46% 44,653 $1.1M Add +9.8%
QCOM Qualcomm Inc. 0.44% 6,130 $1.0M Add +31.6%
VZ Verizon Communications Inc. 0.41% 24,185 $985K Reduce -6.2%
T AT&T Inc. 0.41% 39,478 $981K Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.41% 3,298 $977K Add +2.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.39% 7,047 $928K Add +2.1%
WMT Walmart Inc. 0.38% 8,210 $915K Reduce -5.5%
USB US Bancorp 0.38% 17,113 $913K Reduce -2.1%
SPGI S&P Global Inc. 0.38% 1,727 $903K Add +1.4%
GE General Electric filed as GE AEROSPACE 0.35% 2,761 $850K Reduce -4.5%
IEMG iShares Core MSCI Emerging 0.35% 12,556 $844K Add +3.4%
BA The Boeing Co. 0.35% 3,886 $844K Add +0.3%
MCO Moody's Corp. 0.35% 1,641 $838K Reduce -2.0%
CSX CSX Corp. 0.33% 22,145 $803K Add +3.3%
BSV Vanguard Short-Term Bond ETF 0.32% 9,834 $775K Add +7.3%
LIN Linde PLC 0.31% 1,760 $750K Reduce -4.2%
PLD Prologis Inc. 0.31% 5,787 $739K Add +14.7%
EEM iShares MSCI Emerging Market 0.31% 13,471 $737K Reduce -0.6%
IWN iShares Russell 2000 Value E 0.31% 4,058 $735K Reduce -1.9%
IJK iShares S&P Mid-Cap 400 Grow 0.31% 7,554 $732K Add +6.1%
SCHA Schwab US Small-Cap ETF 0.30% 25,588 $729K No change
QUAL iShares MSCI USA Quality Fac 0.30% 3,655 $726K Add +6.5%
MO Altria Group Inc. 0.30% 12,480 $720K Add +3.0%
AXP American Express Co. 0.30% 1,919 $710K Add +0.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.29% 15,071 $701K New
ECL Ecolab Inc. 0.29% 2,669 $701K Add +1.6%
PRF Invesco Rafi US 1000 ETF 0.29% 14,892 $699K Add +13.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.29% 2,371 $688K Reduce -7.3%
CAT Caterpillar Inc. 0.28% 1,168 $669K Reduce -7.5%
PM Philip Morris International 0.27% 4,081 $655K Add +51.0%
USIG iShares Broad Usd Investment 0.27% 12,398 $642K Reduce -8.0%
ACN Accenture PLC Class A 0.27% 2,391 $642K Add +2.5%
BMY Bristol-Myers Squibb Co. 0.27% 11,891 $641K Reduce -12.5%
DE Deere & Co. 0.27% 1,371 $638K Reduce -33.0%
ADI Analog Devices Inc. 0.26% 2,275 $617K Add +61.2%
VOO Vanguard S&P 500 ETF 0.25% 957 $600K No change
CVS CVS Health Corp. 0.25% 7,469 $593K Add +55.4%
LLY Eli Lilly & Co. 0.24% 545 $586K Reduce -15.4%
SO The Southern Co. 0.24% 6,662 $581K Reduce -5.5%
MRK Merck & Co. Inc. 0.24% 5,458 $575K Reduce -21.7%
BDX Becton Dickinson and Co. 0.24% 2,957 $574K Reduce -2.4%
MUB iShares National Muni Bond E 0.23% 5,162 $553K Add +3.2%
TMO Thermo Fisher Scientific Inc. 0.23% 950 $550K Reduce -6.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 9,816 $540K Add +73.5%
EXPD Expeditors Intl Wash Inc. 0.22% 3,575 $533K Reduce -3.1%
GEV GE Vernova Inc. 0.22% 808 $528K No change
NVS Novartis AG-Sponsored ADR 0.21% 3,737 $515K Reduce -15.3%
FDX FedEx Corp. 0.21% 1,709 $494K Reduce -2.8%
MDT Medtronic PLC 0.21% 5,135 $493K Add +58.9%
INTC Intel Corp. 0.20% 13,161 $486K No change
SUN Sunoco LP 0.20% 9,000 $472K No change
VIG Vanguard Dividend Apprec ETF 0.19% 2,072 $455K No change
C Citigroup Inc. 0.19% 3,858 $450K Add +4.2%
AMGN Amgen Inc. 0.19% 1,371 $449K Add +12.3%
NSC Norfolk Southern Corp. 0.18% 1,532 $442K Add +59.6%
SCHW Schwab (charles) Corp. 0.18% 4,379 $438K New
VFMO Vanguard US Momentum Factor 0.18% 2,218 $424K No change
VTWO Vanguard Russell 2000 ETF 0.17% 4,165 $415K Reduce -8.2%
YUM Yum! Brands Inc. 0.17% 2,703 $409K No change
MMM 3M Co. 0.17% 2,522 $404K No change
TSM Taiwan Semiconductor-SP ADR 0.17% 1,322 $402K New
SLF Sun Life Financial Inc. 0.17% 6,383 $398K No change
IWS iShares Russell Mid-Cap Valu 0.17% 2,810 $396K No change
CARR Carrier Global Corp. 0.16% 7,268 $384K Add +53.9%
VNQ Vanguard Real Estate ETF 0.16% 4,256 $377K No change
HD Home Depot Inc. 0.15% 1,078 $371K Add +1.5%
RLY SS Multi-Asset Real Ret ETF 0.15% 11,655 $367K Add +13.7%
SBUX Starbucks Corp. 0.15% 4,182 $352K Add +7.1%
BP BP PLC-Spons ADR 0.14% 9,820 $341K No change
VB Vanguard Most SM-Cap ETF-Usd 0.14% 1,301 $336K New
CPT Camden Property Trust 0.13% 2,930 $323K Reduce -3.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.13% 780 $322K No change
IVW iShares S&P 500 Growth ETF 0.13% 2,556 $315K Reduce -5.0%
SDY SS SPDR S&P Dividend ETF 0.13% 2,261 $315K Add +0.6%
STT State Street Corp. 0.13% 2,424 $313K Reduce -1.0%
ITW Illinois Tool Works 0.13% 1,261 $311K Add +1.0%
BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP 0.13% 4,415 $302K No change
GS Goldman Sachs Group Inc. 0.12% 325 $286K Add +1.6%
TGT Target Corp. 0.12% 2,890 $282K Reduce -0.6%
ETN Eaton Corp. PLC 0.12% 882 $281K Add +9.7%
TIP iShares Tips Bond ETF 0.12% 2,510 $276K Add +13.1%
BLK BlackRock Inc. 0.11% 255 $273K Add +11.8%
DKL Delek Logistics Partners LP 0.11% 6,100 $272K No change
USHY iShares Broad Usd High Yield 0.11% 7,278 $272K Reduce -7.8%
SLB SLB Ltd. filed as SLB LIMITED 0.11% 7,038 $270K No change
AB Alliancebernstein Holding LP 0.11% 7,000 $269K No change
SRE Sempra 0.11% 3,012 $266K Reduce -33.3%
WM Waste Management Inc. 0.11% 1,204 $265K Add +21.9%
EUSA iShares MSCI USA Equal Weigh 0.11% 2,502 $259K No change
PH Parker Hannifin Corp. 0.11% 289 $254K No change
SAR Saratoga Investment Corp. 0.11% 11,000 $254K No change
CEF Sprott Physical Gold and Sil 0.10% 5,461 $250K Reduce -7.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.10% 986 $248K No change
FERG Ferguson Enterprises Inc. 0.10% 1,108 $247K New
EFV iShares MSCI Eafe Value ETF 0.10% 3,451 $246K Add +6.0%
PSX Phillips 66 0.10% 1,886 $243K Reduce -31.7%
LH Labcorp Holdings Inc. 0.10% 970 $243K New
INTU Intuit Inc. 0.10% 364 $241K Add +2.0%
XLK SS Technology Select Sector 0.10% 1,672 $241K No change
AGNC AGNC Investment Corp. 0.10% 22,356 $240K New
XPCQX PIMCO California Muni Inc. FD 0.10% 26,140 $228K No change
CMCSA Comcast Corp. Class A 0.09% 7,582 $227K Reduce -10.4%
GILD Gilead Sciences Inc. 0.09% 1,805 $222K Reduce -7.4%
CL Colgate-Palmolive Co. 0.09% 2,801 $221K Reduce -8.2%
EMB iShares JP Morgan Usd Emergi 0.09% 2,277 $219K New
TRMB Trimble Inc. 0.09% 2,781 $218K New
WBD Warner Bros Discovery Inc. 0.09% 7,496 $216K New
CQP Cheniere Energy Partners LP 0.09% 4,000 $214K No change
TLT iShares 20+ Year Treasury BD 0.09% 2,430 $212K New
GD General Dynamics Corp. 0.09% 615 $207K New
EQT Eqt Corp. 0.09% 3,846 $206K New
KNOP Knot Offshore Partners LP 0.06% 13,800 $143K No change

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -14.3% 8.66% −2.05
CVX Chevron Corp. Reduce -66.6% 0.58% −1.17
COST Costco Wholesale Corp. Reduce -12.8% 1.66% −0.36
MCK McKesson Corp. Sold out 0.00% −0.28
MA Mastercard Inc. Class A Sold out 0.00% −0.27
MDY State Street SPDR S&P Midcap Reduce -14.8% 0.95% −0.14
CP Canadian Pacific Kansas City Sold out 0.00% −0.14
WFC Wells Fargo & Co. Reduce -27.9% 0.59% −0.14
ZTS Zoetis Inc. Sold out 0.00% −0.14
SHEL Shell PLC-ADR Sold out 0.00% −0.12
DE Deere & Co. Reduce -33.0% 0.27% −0.12
NOC Northrop Grumman Corp. Sold out 0.00% −0.10
XLV SS Health Care Select Sector Sold out 0.00% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.8% 1.02% −0.10
CINF Cincinnati Financial Corp. Sold out 0.00% −0.10
CTVA Corteva Inc. Sold out 0.00% −0.09
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.09
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.09
BKLN Invesco Senior Loan ETF Sold out 0.00% −0.09
V Visa Inc. Class A Reduce -16.9% 0.53% −0.09
UNH Unitedhealth Group Inc. Sold out 0.00% −0.08
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.08
GIS General Mills Inc. Sold out 0.00% −0.08
IXUS iShares Core Intl Stock ETF Reduce -6.4% 2.05% −0.07
VYM Vanguard High DVD Yield ETF Reduce -6.5% 1.50% −0.06
VZ Verizon Communications Inc. Reduce -6.2% 0.41% −0.06
SRE Sempra Reduce -33.3% 0.11% −0.06
VONG Vanguard Russell 1000 Growth Reduce -10.2% 0.59% −0.05
PSX Phillips 66 Reduce -31.7% 0.10% −0.05
LIN Linde PLC Reduce -4.2% 0.31% −0.05
HON Honeywell International Inc. Reduce -0.7% 0.55% −0.04
SO The Southern Co. Reduce -5.5% 0.24% −0.03
VONV Vanguard Russell 1000 Value Reduce -10.0% 0.50% −0.03
PEP Pepsico Inc. Reduce -6.3% 0.76% −0.03
FTHI Fthi/First Trust Exchange-TR Reduce -3.5% 0.82% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.3% 0.29% −0.02
USIG iShares Broad Usd Investment Reduce -8.0% 0.27% −0.02
TNGY Tortoise Energy ETF Reduce -5.0% 0.49% −0.02
NVS Novartis AG-Sponsored ADR Reduce -15.3% 0.21% −0.02
RTX RTX Corp. Reduce -11.0% 1.17% −0.02
CMCSA Comcast Corp. Class A Reduce -10.4% 0.09% −0.02
VTWO Vanguard Russell 2000 ETF Reduce -8.2% 0.17% −0.01
USHY iShares Broad Usd High Yield Reduce -7.8% 0.11% −0.01
CL Colgate-Palmolive Co. Reduce -8.2% 0.09% −0.01
GE General Electric Reduce -4.5% 0.35% −0.00
IVW iShares S&P 500 Growth ETF Reduce -5.0% 0.13% −0.00
MRK Merck & Co. Inc. Reduce -21.7% 0.24% −0.00
IWO iShares Russell 2000 Growth Reduce -2.2% 0.46% −0.00
CPT Camden Property Trust Reduce -3.1% 0.13% +0.00
GILD Gilead Sciences Inc. Reduce -7.4% 0.09% +0.00

Portfolio Buys Q3 2025 → Q4 2025
AAPL Apple Inc. Add +3.8% 6.61% +0.70
GOOG Alphabet Inc. Class C Add +10.7% 1.90% +0.58
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 0.29% +0.29
AMZN Amazon.com Inc. Add +29.1% 0.99% +0.27
VUG Vanguard Mrngstar GR ETF-Sui Add +8.7% 2.31% +0.24
VTV Vanguard Mrngstr Val ETF-Aui Add +7.3% 2.32% +0.23
VEA Vanguard Ftse Developed ETF Add +16.5% 1.00% +0.18
SCHW Schwab (charles) Corp. New 0.18% +0.18
CSCO Cisco Systems Inc. Add +25.7% 0.56% +0.17
TSM Taiwan Semiconductor-SP ADR New 0.17% +0.17
AGG iShares Core U.S. Aggregate Add +10.4% 1.55% +0.15
JPM JPMorgan Chase & Co. Add +6.2% 1.70% +0.15
VB Vanguard Most SM-Cap ETF-Usd New 0.14% +0.14
AVGO Broadcom Inc. Add +5.0% 1.19% +0.12
QCOM Qualcomm Inc. Add +31.6% 0.44% +0.12
ADI Analog Devices Inc. Add +61.2% 0.26% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +6.0% 1.25% +0.11
BAC Bank of America Corp. Add +73.5% 0.23% +0.10
FERG Ferguson Enterprises Inc. New 0.10% +0.10
LH Labcorp Holdings Inc. New 0.10% +0.10
AGNC AGNC Investment Corp. New 0.10% +0.10
CVS CVS Health Corp. Add +55.4% 0.25% +0.10
PM Philip Morris International Add +51.0% 0.27% +0.09
EMB iShares JP Morgan Usd Emergi New 0.09% +0.09
TRMB Trimble Inc. New 0.09% +0.09
WBD Warner Bros Discovery Inc. New 0.09% +0.09
TLT iShares 20+ Year Treasury BD New 0.09% +0.09
GD General Dynamics Corp. New 0.09% +0.09
EQT Eqt Corp. New 0.09% +0.09
NEE Nextera Energy Inc. Add +4.4% 0.78% +0.08
SPIB SS SPDR P Int C Corp. ETF Add +16.2% 0.57% +0.08
MDT Medtronic PLC Add +58.9% 0.21% +0.08
META Meta Platforms Inc. Class A Add +30.7% 0.50% +0.08
LOW Lowe's Cos Inc. Add +18.4% 0.56% +0.07
PLD Prologis Inc. Add +14.7% 0.31% +0.07
NSC Norfolk Southern Corp. Add +59.6% 0.18% +0.07
EFA iShares MSCI Eafe ETF Add +2.3% 0.86% +0.05
DIS The Walt Disney Co. Add +6.5% 0.75% +0.05
MCD McDonald's Corp. Add +9.5% 0.47% +0.05
PRF Invesco Rafi US 1000 ETF Add +13.1% 0.29% +0.05
AMGN Amgen Inc. Add +12.3% 0.19% +0.04
CARR Carrier Global Corp. Add +53.9% 0.16% +0.04
PFE Pfizer Inc. Add +9.8% 0.46% +0.04
SPGI S&P Global Inc. Add +1.4% 0.38% +0.03
AXP American Express Co. Add +0.3% 0.30% +0.03
IBM Intl Business Machines Corp. Add +2.6% 0.41% +0.03
C Citigroup Inc. Add +4.2% 0.19% +0.03
ACN Accenture PLC Class A Add +2.5% 0.27% +0.03
QUAL iShares MSCI USA Quality Fac Add +6.5% 0.30% +0.03
VWO Vanguard Ftse Emerging Marke Add +3.1% 0.81% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 190$256.3MAAPL, MSFT, ABBV, VTV, VUG
Q1 2026 176$232.0MMSFT, AAPL, ABBV, VTV, VUG
Q4 2025 172$239.8MMSFT, AAPL, ABBV, ABT, VTV
Q3 2025 174$242.2MMSFT, AAPL, ABBV, ABT, IXUS
Q2 2025 160$216.7MMSFT, AAPL, ABBV, ABT, MCD
Q1 2025 162$209.7MMSFT, AAPL, ABBV, ABT, MCD
Q4 2024 157$194.3MMSFT, AAPL, ABBV, COST, ABT
Q3 2024 156$194.6MMSFT, AAPL, ABBV, COST, ABT
Q2 2024 141$145.1MMSFT, AAPL, CVX, IWR, IVV
Q1 2024 143$171.6MMSFT, AAPL, ABBV, ABT, COST