DAVIDSON TRUST CO - Portfolio overview

DAVIDSON TRUST CO has 194 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.89%
2. VTV - VANGUARD VALUE ETF, 3.44%
3. IXUS - ISHARES CORE MSCI TOT INTL STOC, 3.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.