Davis Investment Partners, LLC Diversified Active

CIK: 0001963865 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 15, 2025

Total Value ($000): $226,016 (100.0% shares, 0.0% debt)

Holdings (143)

RSPT INVESCO EXCHANGE TRADED FD T 20.6%
Value ($000) $46,671 Shares 1,441,315 Est. Cost $54.84 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 12.2%
Value ($000) $27,644 Shares 168,593 Est. Cost $154.17 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 6.1%
Value ($000) $13,871 Shares 293,746 Est. Cost $68.61 Unrealized
VOT VANGUARD INDEX FDS 5.4%
Value ($000) $12,183 Shares 51,737 Est. Cost $198.85 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 2.4%
Value ($000) $5,401 Shares 46,467 Est. Cost $100.98 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 2.3%
Value ($000) $5,148 Shares 75,918 Est. Cost $61.64 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $4,409 Shares 21,772 Est. Cost $154.44 Unrealized +49.4%
APH AMPHENOL CORP NEW 1.9%
Value ($000) $4,364 Shares 66,664 Est. Cost $49.50 Unrealized +36.8%
VGT VANGUARD WORLD FD 1.7%
Value ($000) $3,905 Shares 7,454 Est. Cost $369.83 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $3,570 Shares 34,527 Est. Cost $99.22 Unrealized +8.0%
RSPG INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,939 Shares 42,672 Est. Cost $80.42 Unrealized
BAC BANK AMERICA CORP 1.2%
Value ($000) $2,799 Shares 76,330 Est. Cost $32.46 Unrealized +34.4%
RDVY FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $2,535 Shares 45,700 Est. Cost $48.48 Unrealized
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $2,263 Shares 18,767 Est. Cost $84.76 Unrealized +30.4%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $2,256 Shares 4,931 Est. Cost $375.92 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,129 Shares 11,891 Est. Cost $148.64 Unrealized +27.4%
FCG FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,943 Shares 94,803 Est. Cost $24.74 Unrealized
RJF RAYMOND JAMES FINL INC 0.8%
Value ($000) $1,917 Shares 14,197 Est. Cost $106.83 Unrealized +43.4%
FIW FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,762 Shares 18,075 Est. Cost $84.92 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,681 Shares 37,844 Est. Cost $43.62 Unrealized
IJK ISHARES TR 0.7%
Value ($000) $1,650 Shares 20,650 Est. Cost $74.01 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,527 Shares 32,337 Est. Cost $57.40 Unrealized
FDUS FIDUS INVT CORP 0.7%
Value ($000) $1,484 Shares 81,653 Est. Cost $12.79 Unrealized +54.7%
GRPM INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,453 Shares 14,951 Est. Cost $92.74 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $1,399 Shares 5,958 Est. Cost $118.65 Unrealized +111.5%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,351 Shares 7,417 Est. Cost $147.36 Unrealized +47.3%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,287 Shares 37,692 Est. Cost $38.87 Unrealized -9.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,277 Shares 5,919 Est. Cost $217.07 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,260 Shares 12,875 Est. Cost $94.10 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,248 Shares 30,909 Est. Cost $40.36 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $1,245 Shares 9,540 Est. Cost $78.64 Unrealized +101.2%
FXR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,150 Shares 17,411 Est. Cost $73.68 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,123 Shares 2,895 Est. Cost $266.26 Unrealized +52.1%
USFD US FOODS HLDG CORP 0.5%
Value ($000) $1,115 Shares 17,554 Est. Cost $37.66 Unrealized +81.4%
JAAA JANUS DETROIT STR TR 0.5%
Value ($000) $1,089 Shares 21,766 Est. Cost $50.03 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,085 Shares 22,160 Est. Cost $51.93 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $1,072 Shares 29,617 Est. Cost $36.73 Unrealized +16.2%
QQXT FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $998 Shares 10,997 Est. Cost $90.79 Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $948 Shares 11,374 Est. Cost $63.19 Unrealized +50.3%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $933 Shares 5,225 Est. Cost $147.75 Unrealized +44.1%
TGT TARGET CORP 0.4%
Value ($000) $932 Shares 9,852 Est. Cost $120.21 Unrealized 0.0%
ORCL ORACLE CORP 0.4%
Value ($000) $927 Shares 6,884 Est. Cost $77.55 Unrealized +108.3%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $923 Shares 1,835 Est. Cost $337.57 Unrealized +49.7%
CME CME GROUP INC 0.4%
Value ($000) $921 Shares 3,492 Est. Cost $242.42 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $884 Shares 17,224 Est. Cost $54.25 Unrealized +2.3%
AMGN AMGEN INC 0.4%
Value ($000) $858 Shares 2,918 Est. Cost $287.24 Unrealized 0.0%
GE GE AEROSPACE 0.4%
Value ($000) $852 Shares 4,583 Est. Cost $56.56 Unrealized +246.1%
IWM ISHARES TR 0.4%
Value ($000) $851 Shares 4,565 Est. Cost $193.28 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $847 Shares 1,123 Est. Cost $736.13 Unrealized +12.3%
EBAY EBAY INC. 0.4%
Value ($000) $827 Shares 12,511 Est. Cost $45.69 Unrealized +43.8%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $799 Shares 5,906 Est. Cost $148.58 Unrealized +1.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $777 Shares 3,882 Est. Cost $178.52 Unrealized +11.1%
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $755 Shares 23,957 Est. Cost $33.94 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $744 Shares 5,347 Est. Cost $145.09 Unrealized +10.1%
PAYC PAYCOM SOFTWARE INC 0.3%
Value ($000) $735 Shares 3,368 Est. Cost $182.78 Unrealized +14.6%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $732 Shares 4,700 Est. Cost $162.00 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $716 Shares 5,600 Est. Cost $97.62 Unrealized +28.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $709 Shares 2,392 Est. Cost $245.27 Unrealized
COKE COCA COLA CONS INC 0.3%
Value ($000) $707 Shares 500 Est. Cost $45.89 Unrealized +190.6%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $694 Shares 3,155 Est. Cost $185.97 Unrealized 0.0%
PEP PEPSICO INC 0.3%
Value ($000) $691 Shares 4,711 Est. Cost $143.48 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $682 Shares 4,429 Est. Cost $150.70 Unrealized +1.2%
GPC GENUINE PARTS CO 0.3%
Value ($000) $680 Shares 5,850 Est. Cost $116.83 Unrealized 0.0%
GEV GE VERNOVA INC 0.3%
Value ($000) $648 Shares 2,011 Est. Cost $230.53 Unrealized +51.0%
C CITIGROUP INC 0.3%
Value ($000) $640 Shares 10,122 Est. Cost $71.98 Unrealized +3.6%
DTE DTE ENERGY CO 0.3%
Value ($000) $636 Shares 4,774 Est. Cost $123.63 Unrealized 0.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $628 Shares 2,106 Est. Cost $292.79 Unrealized +20.2%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $623 Shares 5,546 Est. Cost $95.23 Unrealized 0.0%
USB US BANCORP DEL 0.3%
Value ($000) $621 Shares 16,247 Est. Cost $44.20 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.3%
Value ($000) $614 Shares 4,295 Est. Cost $138.27 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $600 Shares 17,343 Est. Cost $27.54 Unrealized +47.8%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $593 Shares 7,471 Est. Cost $90.41 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $582 Shares 7,044 Est. Cost $80.44 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value ($000) $580 Shares 7,328 Est. Cost $90.12 Unrealized 0.0%
PSX PHILLIPS 66 0.3%
Value ($000) $579 Shares 5,914 Est. Cost $119.26 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $569 Shares 18,767 Est. Cost $26.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $551 Shares 12,437 Est. Cost $39.58 Unrealized 0.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $549 Shares 2,000 Est. Cost $141.33 Unrealized +104.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $544 Shares 1,145 Est. Cost $448.29 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $543 Shares 8,000 Est. Cost $74.98 Unrealized +4.2%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $538 Shares 3,720 Est. Cost $165.56 Unrealized +0.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $536 Shares 5,027 Est. Cost $98.44 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value ($000) $533 Shares 8,940 Est. Cost $67.28 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $533 Shares 5,006 Est. Cost $100.53 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.2%
Value ($000) $533 Shares 4,757 Est. Cost $117.32 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $527 Shares 2,065 Est. Cost $165.65 Unrealized +76.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $525 Shares 2,197 Est. Cost $131.75 Unrealized +81.7%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $524 Shares 5,871 Est. Cost $100.60 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $515 Shares 7,102 Est. Cost $54.92 Unrealized +18.3%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $514 Shares 13,392 Est. Cost $37.97 Unrealized +19.7%
HD HOME DEPOT INC 0.2%
Value ($000) $507 Shares 1,420 Est. Cost $284.79 Unrealized +33.7%
KBH KB HOME 0.2%
Value ($000) $507 Shares 9,935 Est. Cost $62.51 Unrealized 0.0%
TXT TEXTRON INC 0.2%
Value ($000) $489 Shares 7,405 Est. Cost $77.39 Unrealized -3.4%
HSY HERSHEY CO 0.2%
Value ($000) $488 Shares 2,865 Est. Cost $159.26 Unrealized 0.0%
CI THE CIGNA GROUP 0.2%
Value ($000) $482 Shares 1,465 Est. Cost $298.87 Unrealized -1.1%
SO SOUTHERN CO 0.2%
Value ($000) $482 Shares 5,290 Est. Cost $59.75 Unrealized +40.8%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $482 Shares 972 Est. Cost $323.04 Unrealized +44.3%
DBB INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $468 Shares 25,893 Est. Cost $19.81 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $463 Shares 1,985 Est. Cost $237.86 Unrealized +15.4%
INVESCO VALUE MUN INCOME TR 0.2%
Value ($000) $459 Shares 39,840 Est. Cost $11.78 Unrealized
CROX CROCS INC 0.2%
Value ($000) $454 Shares 4,996 Est. Cost $121.60 Unrealized -14.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $453 Shares 898 Est. Cost $329.62 Unrealized +79.2%
NUE NUCOR CORP 0.2%
Value ($000) $450 Shares 4,061 Est. Cost $134.52 Unrealized -5.8%
BWA BORGWARNER INC 0.2%
Value ($000) $440 Shares 16,649 Est. Cost $33.62 Unrealized -11.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value ($000) $438 Shares 4,619 Est. Cost $126.68 Unrealized 0.0%
SON SONOCO PRODS CO 0.2%
Value ($000) $435 Shares 9,850 Est. Cost $53.02 Unrealized -14.6%
IMCG ISHARES TR 0.2%
Value ($000) $433 Shares 6,300 Est. Cost $59.56 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $426 Shares 5,030 Est. Cost $93.45 Unrealized +13.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $423 Shares 2,722 Est. Cost $183.33 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.2%
Value ($000) $402 Shares 23,300 Est. Cost $16.02 Unrealized +25.1%
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $386 Shares 3,858 Est. Cost $147.59 Unrealized
INVESCO QUALITY MUN INCOME T 0.2%
Value ($000) $368 Shares 39,432 Est. Cost $9.55 Unrealized
IYT ISHARES TR 0.2%
Value ($000) $359 Shares 6,000 Est. Cost $109.98 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $356 Shares 6,207 Est. Cost $36.22 Unrealized +53.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $338 Shares 9,484 Est. Cost $75.27 Unrealized -33.1%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $337 Shares 2,600 Est. Cost $86.34 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $336 Shares 2,600 Est. Cost $75.63 Unrealized +65.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $335 Shares 1,513 Est. Cost $247.21 Unrealized -3.2%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $332 Shares 2,795 Est. Cost $91.75 Unrealized +36.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $318 Shares 5,545 Est. Cost $56.07 Unrealized +7.2%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $316 Shares 1,325 Est. Cost $225.04 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $311 Shares 1,186 Est. Cost $243.03 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $296 Shares 1,579 Est. Cost $225.99 Unrealized -21.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $291 Shares 1,832 Est. Cost $176.54 Unrealized +2.4%
AVGO BROADCOM INC 0.1%
Value ($000) $289 Shares 1,622 Est. Cost $186.91 Unrealized +12.3%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $287 Shares 1,397 Est. Cost $223.22 Unrealized +1.9%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $284 Shares 1,366 Est. Cost $206.46 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $264 Shares 283 Est. Cost $95.10 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $260 Shares 2,400 Est. Cost $83.08 Unrealized +25.3%
XMVTX BLACKROCK MUNIVEST FD II INC 0.1%
Value ($000) $253 Shares 24,989 Est. Cost $10.75 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $250 Shares 250 Est. Cost $756.34 Unrealized +35.6%
SJM SMUCKER J M CO 0.1%
Value ($000) $237 Shares 2,011 Est. Cost $104.34 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $228 Shares 2,868 Est. Cost $75.91 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $223 Shares 2,040 Est. Cost $120.73 Unrealized +4.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 1,333 Est. Cost $158.50 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $214 Shares 955 Est. Cost $191.63 Unrealized +26.3%
TSLA TESLA INC 0.1%
Value ($000) $213 Shares 846 Est. Cost $323.95 Unrealized +2.9%
META META PLATFORMS INC 0.1%
Value ($000) $213 Shares 401 Est. Cost $595.54 Unrealized +8.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $209 Shares 427 Est. Cost $398.28 Unrealized +38.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $207 Shares 1,372 Est. Cost $191.04 Unrealized -4.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $205 Shares 600 Est. Cost $348.12 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $203 Shares 1,999 Est. Cost $108.96 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $200 Shares 1,700 Est. Cost $112.93 Unrealized 0.0%