Davidson Trust Co.
Davidson Trust Co is part of D.A. Davidson Companies, an employee-owned financial services holding company founded in 1935 and headquartered in Great Falls, Montana, United States. As the trust and wealth management division, Davidson Trust Co provides fiduciary services, comprehensive wealth management, and trust administration for individuals, families, and institutions. The firm leverages the resources of D.A. Davidson’s national network and deep expertise in traditional investment, estate, and financial planning solutions. D.A. Davidson employs hundreds of professionals nationwide and is the largest full-service investment firm based in the Pacific Northwest, serving clients on both a local and national basis.
Investment Strategy
Davidson Trust Co delivers personalized investment management aligned to the financial profile and goals of each client. The firm builds diversified portfolios that may include equities, fixed income, mutual funds, and ETFs. Investment decisions are guided by the client’s risk tolerance, objectives, and resources. Advisors employ a consultative approach, integrating financial planning, retirement solutions, estate planning, and fiduciary trust services tailored for individuals, families, and plan sponsors. Davidson Trust Co periodically rebalances portfolios and uses nationally recognized research and disciplined investment processes rooted in transparency and client-first values.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.71% | $26.0M | 50,108 | $317.76 | $517.95 | +$6.1M |
A AAPL | APPLE INC | 5.91% | $14.3M | 56,200 | $119.12 | $254.63 | +$2.2M |
A ABBV | ABBVIE INC COM | 3.69% | $8.9M | 38,648 | $162.65 | $231.54 | +$1.6M |
A ABT | ABBOTT LABORATORIES | 2.81% | $6.8M | 50,888 | $111.29 | $133.94 | -$229.2K |
I IXUS | ISHARES CORE MSCI TOT INTL STOC | 2.12% | $5.1M | 62,211 | $73.49 | $82.58 | +$2.0M |