Davis Investment Partners, LLC Diversified Active

CIK: 0001963865 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value ($000): $188,853 (100.0% shares, 0.0% debt)

Holdings (107)

RSPT INVESCO EXCHANGE TRADED FD T 27.9%
Value ($000) $52,624 Shares 193,469 Est. Cost $274.03 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 11.3%
Value ($000) $21,404 Shares 149,266 Est. Cost $152.52 Unrealized
VOT VANGUARD INDEX FDS 7.5%
Value ($000) $14,108 Shares 73,174 Est. Cost $198.85 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 5.8%
Value ($000) $10,937 Shares 59,812 Est. Cost $192.00 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 3.5%
Value ($000) $6,625 Shares 66,347 Est. Cost $99.01 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $4,471 Shares 100,695 Est. Cost $48.48 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $3,605 Shares 21,767 Est. Cost $140.97 Unrealized +3.2%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $3,245 Shares 28,210 Est. Cost $96.28 Unrealized +4.1%
FCG FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $2,881 Shares 122,745 Est. Cost $24.74 Unrealized
VGT VANGUARD WORLD FDS 1.5%
Value ($000) $2,859 Shares 7,474 Est. Cost $367.22 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $2,655 Shares 53,302 Est. Cost $61.88 Unrealized
APH AMPHENOL CORP NEW 1.4%
Value ($000) $2,654 Shares 33,332 Est. Cost $36.78 Unrealized +4.6%
BAC BANK AMERICA CORP 1.1%
Value ($000) $2,064 Shares 73,761 Est. Cost $31.71 Unrealized -3.6%
FDUS FIDUS INVT CORP 1.1%
Value ($000) $1,992 Shares 104,943 Est. Cost $12.79 Unrealized +7.6%
EQAL INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,762 Shares 43,322 Est. Cost $43.53 Unrealized
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $1,585 Shares 16,475 Est. Cost $84.81 Unrealized +4.0%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.8%
Value ($000) $1,561 Shares 28,469 Est. Cost $49.73 Unrealized +10.9%
IJK ISHARES TR 0.8%
Value ($000) $1,555 Shares 22,068 Est. Cost $74.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $1,487 Shares 4,608 Est. Cost $321.80 Unrealized +0.6%
FIW FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,477 Shares 18,035 Est. Cost $84.06 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $1,460 Shares 9,137 Est. Cost $137.22 Unrealized +0.7%
CZA INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,387 Shares 16,225 Est. Cost $94.10 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,357 Shares 15,801 Est. Cost $92.74 Unrealized
RJF RAYMOND JAMES FINL INC 0.7%
Value ($000) $1,280 Shares 14,197 Est. Cost $106.83 Unrealized -5.1%
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $1,267 Shares 4,030 Est. Cost $304.77 Unrealized -1.6%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $1,020 Shares 5,225 Est. Cost $147.75 Unrealized +15.4%
BWA BORGWARNER INC 0.5%
Value ($000) $1,006 Shares 21,212 Est. Cost $32.56 Unrealized +22.2%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $994 Shares 14,156 Est. Cost $25.00 Unrealized +14.7%
INCY INCYTE CORP 0.5%
Value ($000) $988 Shares 13,599 Est. Cost $76.52 Unrealized +2.2%
TFC TRUIST FINL CORP 0.5%
Value ($000) $968 Shares 30,285 Est. Cost $37.08 Unrealized +0.6%
FDX FEDEX CORP 0.5%
Value ($000) $948 Shares 4,187 Est. Cost $155.01 Unrealized +23.0%
IWM ISHARES TR 0.5%
Value ($000) $929 Shares 5,294 Est. Cost $191.73 Unrealized
CATALENT INC 0.5%
Value ($000) $898 Shares 14,426 Est. Cost $70.55 Unrealized
CPRT COPART INC 0.5%
Value ($000) $888 Shares 11,729 Est. Cost $29.94 Unrealized +13.6%
MSFT MICROSOFT CORP 0.4%
Value ($000) $816 Shares 2,843 Est. Cost $234.05 Unrealized +6.6%
BX BLACKSTONE INC 0.4%
Value ($000) $785 Shares 9,670 Est. Cost $78.64 Unrealized +3.2%
PCAR PACCAR INC 0.4%
Value ($000) $783 Shares 11,061 Est. Cost $57.03 Unrealized +12.5%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $767 Shares 5,970 Est. Cost $117.65 Unrealized +8.9%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $742 Shares 17,301 Est. Cost $38.88 Unrealized +10.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $742 Shares 3,882 Est. Cost $178.76 Unrealized -1.2%
DE DEERE & CO 0.4%
Value ($000) $737 Shares 1,853 Est. Cost $388.70 Unrealized +2.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $727 Shares 4,700 Est. Cost $162.00 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $712 Shares 6,773 Est. Cost $94.73 Unrealized +1.2%
AVTR AVANTOR INC 0.4%
Value ($000) $707 Shares 34,025 Est. Cost $20.70 Unrealized +10.1%
QQQJ INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $685 Shares 27,289 Est. Cost $26.39 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $678 Shares 1,950 Est. Cost $334.71 Unrealized +3.0%
USFD US FOODS HLDG CORP 0.4%
Value ($000) $662 Shares 18,163 Est. Cost $31.99 Unrealized +15.9%
TPR TAPESTRY INC 0.3%
Value ($000) $646 Shares 15,323 Est. Cost $31.39 Unrealized +26.3%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $645 Shares 2,315 Est. Cost $237.86 Unrealized +13.7%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $645 Shares 20,322 Est. Cost $33.54 Unrealized -5.1%
KLAC KLA CORP 0.3%
Value ($000) $615 Shares 1,566 Est. Cost $337.92 Unrealized +13.4%
ORCL ORACLE CORP 0.3%
Value ($000) $611 Shares 6,499 Est. Cost $73.20 Unrealized +15.8%
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $603 Shares 34,421 Est. Cost $17.82 Unrealized +2.2%
OKE ONEOK INC NEW 0.3%
Value ($000) $603 Shares 9,265 Est. Cost $52.27 Unrealized +9.7%
ALK ALASKA AIR GROUP INC 0.3%
Value ($000) $602 Shares 14,352 Est. Cost $44.06 Unrealized +6.5%
ABT ABBOTT LABS 0.3%
Value ($000) $594 Shares 5,778 Est. Cost $97.62 Unrealized +2.4%
FHN FIRST HORIZON CORPORATION 0.3%
Value ($000) $591 Shares 34,102 Est. Cost $21.53 Unrealized -7.7%
OVV OVINTIV INC 0.3%
Value ($000) $589 Shares 15,038 Est. Cost $52.26 Unrealized -15.6%
SON SONOCO PRODS CO 0.3%
Value ($000) $587 Shares 9,850 Est. Cost $53.02 Unrealized -0.6%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $579 Shares 1,814 Est. Cost $305.42 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $575 Shares 4,538 Est. Cost $133.50 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $515 Shares 5,170 Est. Cost $93.45 Unrealized +5.4%
KO COCA COLA CO 0.2%
Value ($000) $451 Shares 7,257 Est. Cost $54.92 Unrealized +0.9%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $451 Shares 4,741 Est. Cost $56.56 Unrealized +16.5%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $448 Shares 13,392 Est. Cost $37.97 Unrealized -1.5%
CI CIGNA CORP NEW 0.2%
Value ($000) $421 Shares 1,641 Est. Cost $298.87 Unrealized -7.6%
HD HOME DEPOT INC 0.2%
Value ($000) $406 Shares 1,376 Est. Cost $281.19 Unrealized +1.2%
LAM RESEARCH CORP 0.2%
Value ($000) $403 Shares 800 Est. Cost $510.29 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $403 Shares 2,800 Est. Cost $129.61 Unrealized +17.5%
GLD SPDR GOLD TR 0.2%
Value ($000) $399 Shares 2,122 Est. Cost $173.45 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $384 Shares 1,758 Est. Cost $226.15 Unrealized -6.7%
SOXX ISHARES TR 0.2%
Value ($000) $380 Shares 879 Est. Cost $432.61 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $376 Shares 3,998 Est. Cost $147.59 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $363 Shares 5,216 Est. Cost $59.62 Unrealized +1.8%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $360 Shares 3,000 Est. Cost $93.28 Unrealized +20.0%
IMCG ISHARES TR 0.2%
Value ($000) $357 Shares 6,300 Est. Cost $59.56 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $347 Shares 1,397 Est. Cost $223.22 Unrealized +4.0%
IYT ISHARES TR 0.2%
Value ($000) $334 Shares 1,500 Est. Cost $236.50 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $325 Shares 2,000 Est. Cost $141.33 Unrealized +8.3%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $320 Shares 4,825 Est. Cost $65.98 Unrealized
BA BOEING CO 0.2%
Value ($000) $305 Shares 1,425 Est. Cost $207.77 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $305 Shares 2,950 Est. Cost $91.75 Unrealized +21.2%
DBB INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $304 Shares 15,400 Est. Cost $20.50 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $296 Shares 3,920 Est. Cost $85.56 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 1,325 Est. Cost $225.04 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $280 Shares 2,695 Est. Cost $98.78 Unrealized -2.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $277 Shares 2,783 Est. Cost $87.65 Unrealized +5.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $264 Shares 1,604 Est. Cost $159.11 Unrealized -2.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $261 Shares 1,654 Est. Cost $157.06 Unrealized -5.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $261 Shares 2,135 Est. Cost $108.85 Unrealized +6.9%
COKE COCA COLA CONS INC 0.1%
Value ($000) $260 Shares 500 Est. Cost $45.89 Unrealized +8.6%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $257 Shares 10,034 Est. Cost $29.92 Unrealized -1.7%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $247 Shares 15,700 Est. Cost $17.15 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $244 Shares 2,600 Est. Cost $86.34 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $244 Shares 1,339 Est. Cost $160.89 Unrealized -1.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $239 Shares 1,592 Est. Cost $129.79 Unrealized +2.6%
LSTR LANDSTAR SYS INC 0.1%
Value ($000) $234 Shares 1,350 Est. Cost $183.15 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $232 Shares 2,720 Est. Cost $74.83 Unrealized -4.9%
ALLY ALLY FINL INC 0.1%
Value ($000) $218 Shares 8,430 Est. Cost $23.63 Unrealized +8.9%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $210 Shares 2,815 Est. Cost $76.91 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $210 Shares 1,035 Est. Cost $188.18 Unrealized +2.1%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $208 Shares 10,550 Est. Cost $21.28 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $205 Shares 6,970 Est. Cost $26.78 Unrealized +1.1%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $201 Shares 2,530 Est. Cost $83.64 Unrealized -11.1%
IWR ISHARES TR 0.1%
Value ($000) $200 Shares 2,868 Est. Cost $72.88 Unrealized
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $180 Shares 16,545 Est. Cost $12.67 Unrealized
RENN FD INC 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.79 Unrealized