Davis Investment Partners, LLC Diversified Active

CIK: 0001963865 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 15, 2024

Total Value ($000): $228,455 (100.0% shares, 0.0% debt)

Holdings (116)

RSPT INVESCO EXCHANGE TRADED FD T 25.8%
Value ($000) $58,993 Shares 1,713,354 Est. Cost $54.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 11.4%
Value ($000) $26,107 Shares 158,316 Est. Cost $153.06 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 6.8%
Value ($000) $15,558 Shares 334,375 Est. Cost $68.61 Unrealized
VOT VANGUARD INDEX FDS 6.3%
Value ($000) $14,419 Shares 62,411 Est. Cost $198.85 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 2.3%
Value ($000) $5,206 Shares 43,048 Est. Cost $99.01 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $4,074 Shares 66,019 Est. Cost $61.35 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $3,870 Shares 23,067 Est. Cost $146.27 Unrealized +23.2%
APH AMPHENOL CORP NEW 1.7%
Value ($000) $3,825 Shares 33,332 Est. Cost $36.78 Unrealized +40.2%
VGT VANGUARD WORLD FD 1.7%
Value ($000) $3,793 Shares 7,379 Est. Cost $367.22 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $3,562 Shares 29,151 Est. Cost $96.73 Unrealized +1.4%
QQQ INVESCO QQQ TR 1.5%
Value ($000) $3,342 Shares 7,623 Est. Cost $375.92 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,201 Shares 112,959 Est. Cost $24.74 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $3,077 Shares 56,500 Est. Cost $48.48 Unrealized
BAC BANK AMERICA CORP 1.1%
Value ($000) $2,512 Shares 68,553 Est. Cost $31.71 Unrealized +3.4%
RSPG INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $2,450 Shares 28,625 Est. Cost $80.36 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,966 Shares 19,729 Est. Cost $84.31 Unrealized
FDUS FIDUS INVT CORP 0.8%
Value ($000) $1,892 Shares 96,318 Est. Cost $12.79 Unrealized +22.2%
IJK ISHARES TR 0.8%
Value ($000) $1,852 Shares 20,860 Est. Cost $74.01 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,818 Shares 15,386 Est. Cost $92.74 Unrealized
RJF RAYMOND JAMES FINL INC 0.8%
Value ($000) $1,805 Shares 14,197 Est. Cost $106.83 Unrealized +6.2%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $1,791 Shares 18,770 Est. Cost $84.76 Unrealized +4.4%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value ($000) $1,725 Shares 4,338 Est. Cost $308.36 Unrealized +37.1%
EQAL INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,717 Shares 38,129 Est. Cost $43.53 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1,710 Shares 8,500 Est. Cost $193.28 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,605 Shares 16,225 Est. Cost $94.10 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,589 Shares 9,400 Est. Cost $137.18 Unrealized +18.1%
PCAR PACCAR INC 0.7%
Value ($000) $1,564 Shares 13,178 Est. Cost $60.46 Unrealized +66.7%
RSPD INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,530 Shares 31,534 Est. Cost $59.17 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $1,508 Shares 6,927 Est. Cost $156.38 Unrealized +29.8%
MLM MARTIN MARIETTA MATLS INC 0.5%
Value ($000) $1,249 Shares 2,060 Est. Cost $337.57 Unrealized +60.0%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,221 Shares 2,881 Est. Cost $237.79 Unrealized +67.9%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,210 Shares 6,187 Est. Cost $118.65 Unrealized +46.3%
BX BLACKSTONE INC 0.5%
Value ($000) $1,203 Shares 9,540 Est. Cost $78.64 Unrealized +50.9%
TFC TRUIST FINL CORP 0.5%
Value ($000) $1,182 Shares 31,508 Est. Cost $36.73 Unrealized -9.1%
USFD US FOODS HLDG CORP 0.5%
Value ($000) $1,179 Shares 22,832 Est. Cost $33.84 Unrealized +45.6%
FSLR FIRST SOLAR INC 0.5%
Value ($000) $1,130 Shares 6,097 Est. Cost $153.74 Unrealized 0.0%
TXT TEXTRON INC 0.5%
Value ($000) $1,121 Shares 11,720 Est. Cost $74.46 Unrealized +16.0%
OVV OVINTIV INC 0.5%
Value ($000) $1,086 Shares 19,552 Est. Cost $50.69 Unrealized -10.2%
TMUS T-MOBILE US INC 0.5%
Value ($000) $1,065 Shares 6,639 Est. Cost $134.16 Unrealized +17.9%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,026 Shares 5,225 Est. Cost $147.75 Unrealized +26.1%
ETR ENTERGY CORP NEW 0.4%
Value ($000) $999 Shares 9,556 Est. Cost $45.37 Unrealized +5.1%
CROX CROCS INC 0.4%
Value ($000) $994 Shares 7,746 Est. Cost $117.14 Unrealized -2.7%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $987 Shares 18,105 Est. Cost $41.80 Unrealized 0.0%
EQT EQT CORP 0.4%
Value ($000) $943 Shares 25,015 Est. Cost $34.52 Unrealized +0.9%
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $940 Shares 13,582 Est. Cost $76.54 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $921 Shares 4,531 Est. Cost $188.48 Unrealized 0.0%
EBAY EBAY INC. 0.4%
Value ($000) $909 Shares 17,336 Est. Cost $43.96 Unrealized 0.0%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.4%
Value ($000) $906 Shares 55,822 Est. Cost $14.21 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $871 Shares 5,619 Est. Cost $141.13 Unrealized 0.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $851 Shares 4,574 Est. Cost $109.81 Unrealized +52.0%
ORCL ORACLE CORP 0.4%
Value ($000) $818 Shares 6,716 Est. Cost $73.97 Unrealized +51.9%
OKE ONEOK INC NEW 0.4%
Value ($000) $810 Shares 10,249 Est. Cost $53.41 Unrealized +24.9%
LAM RESEARCH CORP 0.3%
Value ($000) $785 Shares 816 Est. Cost $519.14 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $766 Shares 22,025 Est. Cost $27.54 Unrealized +17.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $760 Shares 3,882 Est. Cost $178.52 Unrealized +1.3%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $742 Shares 4,741 Est. Cost $56.56 Unrealized +105.8%
BWA BORGWARNER INC 0.3%
Value ($000) $717 Shares 20,592 Est. Cost $33.51 Unrealized -5.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $709 Shares 4,700 Est. Cost $162.00 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $697 Shares 20,819 Est. Cost $33.49 Unrealized
SOXX ISHARES TR 0.3%
Value ($000) $694 Shares 3,149 Est. Cost $279.56 Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $656 Shares 3,308 Est. Cost $136.92 Unrealized +29.4%
INCY INCYTE CORP 0.3%
Value ($000) $655 Shares 11,913 Est. Cost $75.92 Unrealized -20.9%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $653 Shares 2,315 Est. Cost $237.86 Unrealized +17.2%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $644 Shares 3,080 Est. Cost $95.54 Unrealized +88.8%
ABT ABBOTT LABS 0.3%
Value ($000) $643 Shares 5,778 Est. Cost $97.62 Unrealized +13.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $636 Shares 834 Est. Cost $702.49 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $606 Shares 5,170 Est. Cost $93.45 Unrealized +9.6%
OZK BANK OZK LITTLE ROCK ARK 0.3%
Value ($000) $577 Shares 13,392 Est. Cost $37.97 Unrealized +9.1%
SON SONOCO PRODS CO 0.2%
Value ($000) $569 Shares 9,850 Est. Cost $53.02 Unrealized -0.9%
CI THE CIGNA GROUP 0.2%
Value ($000) $568 Shares 1,586 Est. Cost $298.87 Unrealized +6.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $541 Shares 1,454 Est. Cost $252.46 Unrealized +23.2%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $538 Shares 18,463 Est. Cost $26.90 Unrealized
PWR QUANTA SVCS INC 0.2%
Value ($000) $509 Shares 2,000 Est. Cost $141.33 Unrealized +56.1%
HD HOME DEPOT INC 0.2%
Value ($000) $482 Shares 1,376 Est. Cost $281.19 Unrealized +24.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $472 Shares 1,178 Est. Cost $321.80 Unrealized +15.7%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $466 Shares 1,758 Est. Cost $225.99 Unrealized +7.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $457 Shares 3,034 Est. Cost $150.83 Unrealized -0.4%
IMCG ISHARES TR 0.2%
Value ($000) $434 Shares 6,300 Est. Cost $59.56 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $433 Shares 3,948 Est. Cost $147.59 Unrealized
INVESCO VALUE MUN INCOME TR 0.2%
Value ($000) $427 Shares 37,113 Est. Cost $11.75 Unrealized
STLD STEEL DYNAMICS INC 0.2%
Value ($000) $427 Shares 2,950 Est. Cost $91.75 Unrealized +33.1%
KO COCA COLA CO 0.2%
Value ($000) $424 Shares 7,202 Est. Cost $54.92 Unrealized +3.3%
IYT ISHARES TR 0.2%
Value ($000) $407 Shares 6,000 Est. Cost $109.98 Unrealized
COKE COCA COLA CONS INC 0.2%
Value ($000) $405 Shares 500 Est. Cost $45.89 Unrealized +84.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $400 Shares 2,144 Est. Cost $131.75 Unrealized +31.0%
FHN FIRST HORIZON CORPORATION 0.2%
Value ($000) $386 Shares 26,600 Est. Cost $21.25 Unrealized -36.7%
SO SOUTHERN CO 0.2%
Value ($000) $369 Shares 5,284 Est. Cost $59.75 Unrealized +8.4%
INVESCO QUALITY MUN INCOME T 0.2%
Value ($000) $344 Shares 36,712 Est. Cost $9.53 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $337 Shares 1,397 Est. Cost $223.22 Unrealized +3.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $334 Shares 1,325 Est. Cost $225.04 Unrealized
DBB INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $298 Shares 15,400 Est. Cost $20.50 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $296 Shares 1,735 Est. Cost $108.85 Unrealized +36.5%
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $278 Shares 20,124 Est. Cost $12.87 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $276 Shares 3,070 Est. Cost $85.56 Unrealized
ALLY ALLY FINL INC 0.1%
Value ($000) $268 Shares 7,085 Est. Cost $25.93 Unrealized +32.0%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $265 Shares 2,600 Est. Cost $86.34 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $264 Shares 2,600 Est. Cost $75.63 Unrealized +14.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $252 Shares 1,604 Est. Cost $130.25 Unrealized +15.1%
GWW GRAINGER W W INC 0.1%
Value ($000) $250 Shares 250 Est. Cost $756.34 Unrealized +21.3%
XMVTX BLACKROCK MUNIVEST FD II INC 0.1%
Value ($000) $250 Shares 23,591 Est. Cost $10.75 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $249 Shares 1,128 Est. Cost $206.11 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $245 Shares 1,035 Est. Cost $188.18 Unrealized +18.0%
LSTR LANDSTAR SYS INC 0.1%
Value ($000) $242 Shares 1,350 Est. Cost $183.15 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $239 Shares 2,868 Est. Cost $75.91 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $236 Shares 1,858 Est. Cost $104.47 Unrealized +10.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $232 Shares 1,567 Est. Cost $159.11 Unrealized -13.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $231 Shares 1,075 Est. Cost $182.80 Unrealized +12.7%
PEP PEPSICO INC 0.1%
Value ($000) $226 Shares 1,339 Est. Cost $160.89 Unrealized -2.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $226 Shares 1,332 Est. Cost $158.50 Unrealized
BA BOEING CO 0.1%
Value ($000) $224 Shares 1,280 Est. Cost $207.76 Unrealized -1.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $217 Shares 1,026 Est. Cost $164.35 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $207 Shares 800 Est. Cost $258.86 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $207 Shares 4,408 Est. Cost $46.90 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $207 Shares 5,314 Est. Cost $32.99 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $203 Shares 2,720 Est. Cost $64.75 Unrealized 0.0%
RENN FD INC 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.79 Unrealized