Davis Investment Partners, LLC Diversified Active

CIK: 0001963865 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 13, 2025

Total Value ($000): $237,191 (100.0% shares, 0.0% debt)

Holdings (123)

RSPT INVESCO EXCHANGE TRADED FD T 23.3%
Value ($000) $55,177 Shares 1,478,689 Est. Cost $54.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 11.8%
Value ($000) $27,990 Shares 161,406 Est. Cost $153.73 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 6.2%
Value ($000) $14,665 Shares 293,408 Est. Cost $68.61 Unrealized
VOT VANGUARD INDEX FDS 5.9%
Value ($000) $13,973 Shares 54,526 Est. Cost $198.85 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 2.5%
Value ($000) $5,819 Shares 46,566 Est. Cost $100.98 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $5,321 Shares 75,381 Est. Cost $61.64 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $5,258 Shares 22,198 Est. Cost $154.44 Unrealized +51.8%
APH AMPHENOL CORP NEW 2.0%
Value ($000) $4,680 Shares 66,664 Est. Cost $49.50 Unrealized +40.1%
VGT VANGUARD WORLD FD 1.9%
Value ($000) $4,496 Shares 7,330 Est. Cost $367.22 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $3,860 Shares 48,345 Est. Cost $80.42 Unrealized
BAC BANK AMERICA CORP 1.5%
Value ($000) $3,440 Shares 76,261 Est. Cost $32.46 Unrealized +31.9%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,149 Shares 29,560 Est. Cost $97.88 Unrealized +14.8%
RDVY FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,749 Shares 46,650 Est. Cost $48.48 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $2,539 Shares 5,006 Est. Cost $375.92 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $2,539 Shares 97,803 Est. Cost $24.74 Unrealized
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $2,289 Shares 7,806 Est. Cost $165.65 Unrealized +71.2%
RJF RAYMOND JAMES FINL INC 0.9%
Value ($000) $2,189 Shares 14,197 Est. Cost $106.83 Unrealized +39.1%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $1,986 Shares 18,756 Est. Cost $84.76 Unrealized +28.4%
IJK ISHARES TR 0.8%
Value ($000) $1,875 Shares 20,650 Est. Cost $74.01 Unrealized
USFD US FOODS HLDG CORP 0.8%
Value ($000) $1,874 Shares 27,824 Est. Cost $37.66 Unrealized +74.2%
FDUS FIDUS INVT CORP 0.8%
Value ($000) $1,845 Shares 88,263 Est. Cost $12.79 Unrealized +39.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,811 Shares 18,075 Est. Cost $84.92 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,809 Shares 37,733 Est. Cost $43.62 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,698 Shares 14,987 Est. Cost $92.74 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,655 Shares 7,560 Est. Cost $147.36 Unrealized +38.8%
ABBV ABBVIE INC 0.7%
Value ($000) $1,627 Shares 9,281 Est. Cost $137.18 Unrealized +29.3%
BX BLACKSTONE INC 0.7%
Value ($000) $1,573 Shares 9,540 Est. Cost $78.64 Unrealized +114.6%
EBAY EBAY INC. 0.6%
Value ($000) $1,489 Shares 22,592 Est. Cost $45.69 Unrealized +36.6%
RSPD INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,459 Shares 27,831 Est. Cost $59.05 Unrealized
JBL JABIL INC 0.6%
Value ($000) $1,433 Shares 9,314 Est. Cost $130.90 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $1,430 Shares 5,958 Est. Cost $118.65 Unrealized +92.2%
CZA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,417 Shares 13,875 Est. Cost $94.10 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $1,353 Shares 6,232 Est. Cost $193.28 Unrealized
FSLR FIRST SOLAR INC 0.6%
Value ($000) $1,332 Shares 7,037 Est. Cost $166.79 Unrealized +19.3%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,331 Shares 3,170 Est. Cost $266.26 Unrealized +58.6%
TFC TRUIST FINL CORP 0.6%
Value ($000) $1,330 Shares 31,080 Est. Cost $36.73 Unrealized +15.2%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $1,324 Shares 7,716 Est. Cost $165.56 Unrealized +8.2%
FDN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,268 Shares 5,215 Est. Cost $217.25 Unrealized
PAYC PAYCOM SOFTWARE INC 0.5%
Value ($000) $1,245 Shares 6,163 Est. Cost $182.78 Unrealized +10.5%
FXD FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,132 Shares 17,665 Est. Cost $62.83 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $1,110 Shares 5,225 Est. Cost $147.75 Unrealized +46.7%
FXR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,097 Shares 14,849 Est. Cost $74.99 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,097 Shares 7,098 Est. Cost $77.55 Unrealized +126.8%
QTEC FIRST TR NASDAQ 100 TECH IND 0.5%
Value ($000) $1,075 Shares 5,693 Est. Cost $189.01 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,059 Shares 29,123 Est. Cost $39.99 Unrealized 0.0%
FXO FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $970 Shares 18,467 Est. Cost $52.53 Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $952 Shares 9,353 Est. Cost $56.33 Unrealized +71.9%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $933 Shares 1,835 Est. Cost $337.57 Unrealized +67.0%
NKE NIKE INC 0.4%
Value ($000) $861 Shares 12,089 Est. Cost $76.01 Unrealized +0.6%
TXT TEXTRON INC 0.4%
Value ($000) $858 Shares 11,339 Est. Cost $77.39 Unrealized +8.1%
CROX CROCS INC 0.4%
Value ($000) $855 Shares 7,772 Est. Cost $121.60 Unrealized -4.3%
LLY ELI LILLY & CO 0.4%
Value ($000) $849 Shares 1,061 Est. Cost $730.84 Unrealized +12.4%
HON HONEYWELL INTL INC 0.4%
Value ($000) $847 Shares 3,882 Est. Cost $178.52 Unrealized +14.0%
SDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $847 Shares 23,932 Est. Cost $33.94 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $828 Shares 20,141 Est. Cost $27.54 Unrealized +55.9%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $805 Shares 4,700 Est. Cost $162.00 Unrealized
GE GE AEROSPACE 0.3%
Value ($000) $787 Shares 4,583 Est. Cost $56.56 Unrealized +213.2%
BWA BORGWARNER INC 0.3%
Value ($000) $767 Shares 24,710 Est. Cost $33.62 Unrealized -0.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $738 Shares 2,103 Est. Cost $292.79 Unrealized +30.4%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $722 Shares 13,394 Est. Cost $75.27 Unrealized -8.4%
ABT ABBOTT LABS 0.3%
Value ($000) $629 Shares 5,600 Est. Cost $97.62 Unrealized +16.1%
COKE COCA COLA CONS INC 0.3%
Value ($000) $627 Shares 500 Est. Cost $45.89 Unrealized +170.1%
PWR QUANTA SVCS INC 0.3%
Value ($000) $627 Shares 2,000 Est. Cost $141.33 Unrealized +127.3%
GEV GE VERNOVA INC 0.3%
Value ($000) $613 Shares 1,671 Est. Cost $206.60 Unrealized +51.0%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $601 Shares 18,695 Est. Cost $26.90 Unrealized
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $597 Shares 2,185 Est. Cost $237.86 Unrealized +16.1%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $597 Shares 8,000 Est. Cost $74.98 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $583 Shares 4,103 Est. Cost $150.56 Unrealized -0.6%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $559 Shares 13,392 Est. Cost $37.97 Unrealized +14.6%
HD HOME DEPOT INC 0.2%
Value ($000) $554 Shares 1,420 Est. Cost $284.79 Unrealized +39.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $552 Shares 5,070 Est. Cost $93.45 Unrealized +10.8%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.2%
Value ($000) $532 Shares 63,001 Est. Cost $14.56 Unrealized -37.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $504 Shares 2,032 Est. Cost $236.24 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $502 Shares 897 Est. Cost $329.62 Unrealized +65.3%
DBB INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $487 Shares 25,893 Est. Cost $19.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $481 Shares 2,186 Est. Cost $131.75 Unrealized +64.2%
IMCG ISHARES TR 0.2%
Value ($000) $475 Shares 6,300 Est. Cost $59.56 Unrealized
FHN FIRST HORIZON CORPORATION 0.2%
Value ($000) $467 Shares 23,300 Est. Cost $16.02 Unrealized +13.4%
INVESCO VALUE MUN INCOME TR 0.2%
Value ($000) $466 Shares 39,090 Est. Cost $11.78 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $466 Shares 2,135 Est. Cost $279.56 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $459 Shares 3,948 Est. Cost $147.59 Unrealized
SON SONOCO PRODS CO 0.2%
Value ($000) $452 Shares 9,850 Est. Cost $53.02 Unrealized -7.6%
CI THE CIGNA GROUP 0.2%
Value ($000) $442 Shares 1,586 Est. Cost $298.87 Unrealized +4.2%
KO COCA COLA CO 0.2%
Value ($000) $434 Shares 7,102 Est. Cost $54.92 Unrealized +14.9%
SO SOUTHERN CO 0.2%
Value ($000) $430 Shares 5,289 Est. Cost $59.75 Unrealized +41.4%
IYT ISHARES TR 0.2%
Value ($000) $413 Shares 6,000 Est. Cost $109.98 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $408 Shares 7,312 Est. Cost $52.58 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $398 Shares 972 Est. Cost $323.04 Unrealized +43.5%
INVESCO QUALITY MUN INCOME T 0.2%
Value ($000) $376 Shares 38,684 Est. Cost $9.56 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $371 Shares 1,325 Est. Cost $225.04 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $366 Shares 3,100 Est. Cost $136.92 Unrealized +2.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $345 Shares 2,251 Est. Cost $145.50 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $326 Shares 1,397 Est. Cost $223.22 Unrealized +0.9%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $325 Shares 2,795 Est. Cost $91.75 Unrealized +42.2%
AVGO BROADCOM INC 0.1%
Value ($000) $309 Shares 1,379 Est. Cost $182.87 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $306 Shares 1,306 Est. Cost $248.46 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value ($000) $299 Shares 2,600 Est. Cost $75.63 Unrealized +56.4%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $295 Shares 2,600 Est. Cost $86.34 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $295 Shares 5,314 Est. Cost $32.99 Unrealized +56.8%
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $288 Shares 20,124 Est. Cost $12.87 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $287 Shares 1,579 Est. Cost $225.99 Unrealized +2.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $278 Shares 4,734 Est. Cost $55.37 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $270 Shares 684 Est. Cost $321.74 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $270 Shares 1,133 Est. Cost $206.11 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $263 Shares 250 Est. Cost $756.34 Unrealized +47.6%
XMVTX BLACKROCK MUNIVEST FD II INC 0.1%
Value ($000) $259 Shares 24,617 Est. Cost $10.76 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $255 Shares 2,868 Est. Cost $75.91 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $252 Shares 1,333 Est. Cost $158.50 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $242 Shares 2,400 Est. Cost $83.08 Unrealized +28.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $241 Shares 1,535 Est. Cost $108.85 Unrealized +46.5%
LOW LOWES COS INC 0.1%
Value ($000) $237 Shares 955 Est. Cost $191.63 Unrealized +36.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $234 Shares 427 Est. Cost $398.28 Unrealized +30.8%
GLW CORNING INC 0.1%
Value ($000) $224 Shares 4,761 Est. Cost $33.68 Unrealized +37.6%
LSTR LANDSTAR SYS INC 0.1%
Value ($000) $224 Shares 1,350 Est. Cost $183.15 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $223 Shares 1,162 Est. Cost $174.14 Unrealized 0.0%
ALLY ALLY FINL INC 0.1%
Value ($000) $222 Shares 6,485 Est. Cost $25.93 Unrealized +34.2%
CADE CADENCE BANK 0.1%
Value ($000) $221 Shares 6,606 Est. Cost $29.60 Unrealized +14.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $215 Shares 1,354 Est. Cost $130.25 Unrealized +27.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $213 Shares 3,043 Est. Cost $66.67 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $211 Shares 1,107 Est. Cost $193.15 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $204 Shares 1,649 Est. Cost $119.51 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $202 Shares 2,827 Est. Cost $65.38 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $201 Shares 327 Est. Cost $584.74 Unrealized 0.0%