Harold Davidson & Associates Inc.
Harold Davidson & Associates Inc. is a Los Angeles-based, SEC-registered investment adviser founded in 1974, offering investment counseling, wealth management, and financial planning services. The firm has a small team of approximately 3-7 employees and manages portfolios for a select clientele, focusing on personalized financial planning, retirement planning, and comprehensive investment solutions.
Investment Strategy
Harold Davidson & Associates provides tailored financial planning and investment advisory services, using both long-term and short-term purchase strategies across multiple asset classes including ETFs, mutual funds, and government securities. Asset allocation and portfolio construction are centered around client goals, with a fiduciary commitment to acting in clients' best interests. The firm supports holistic planning including retirement, tax, estate, and event-based financial goals, aligning strategies based on client needs and preferences.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 21.26% | $32.8M | 159,937 | $250.42 | $205.17 | -$12.8M |
C CSCO | CISCO SYS INC | 11.89% | $18.4M | 264,602 | $59.20 | $69.38 | +$759.3K |
M MSFT | MICROSOFT CORP | 11.18% | $17.2M | 34,675 | $421.50 | $497.41 | +$1.8M |
V V | VISA INC | 3.67% | $5.7M | 15,953 | $316.04 | $355.05 | -$1.9M |
C CRWD | CROWDSTRIKE HLDGS INC | 2.75% | $4.3M | 8,345 | $342.16 | $509.31 | -$364.4K |