Data & Insight Grounded in Experience

We are a group of seasoned analysts with expertise in equity research, portfolio management, market outlook and commentary. We exclusively provide customized investment advice to D.A. Davidson financial professionals and their clients.

How We Manage the Portfolio

Know What You Own

D.A. Davidson works to deliver high-quality middle-market deal flow and impeccable execution.

  • Limited selection of leading
  • Target a long-term investment horizon
  • Monitor each business individually

Own Quality Companies

  • Elite companies are not built by accident
  • Four company traits contribute to excellence
    • Industry Leadership
    • Skilled Management
    • Resilient Profitability
    • Balance Sheet Strength

Diversification

  • Long-term results expected to come from individual stock selection
  • Minimize sector allocation differences versus the benchmark
  • Rebalance consistently to align with target allocations to minimize risk

Dividend Growth

  • Dividend increases supported by cash flow growth
  • Sustained cash flow growth comes from operational excellence
  • Sustained dividend growth a mark of disciplined capital allocation

Our Insights

Our thought leaders offer their unique perspective on the issues, trends and events that shape our markets and our economy.

Morning Market Dashboard

Issued daily, The Dashboard provides a concise look at the markets.

The Week Ahead

Your Monday morning preview for the week of trading.

2024 Market Outlook

The Wealth Management Research team summarizes the market and economic environment and its outlook for the future.

Model Portfolios &
Equity Research

A list of timely selections from our thought leadership in the Wealth Management equity universe. For more in-depth coverage of these ideas, please contact your D.A. Davidson financial professional.

3M Company (MMM)
Accenture PLC Class A (ACN)
Alcon, Inc. (ALC)
Alaska Air Group (ALK)
American Tower Corporation (AMT)
American Water Works Company, Inc. (AWK)
Amgen Inc. (AMGN)
Aptiv PLC (APTV)
AT&T Inc. (T)
Autodesk, Inc. (ADSK)
Automatic Data Processing, Inc. (ADP)
Berkshire Hathaway, Inc. Class B (BRK.B)
Broadcom Inc. (AVGO)
Chubb Limited (CB)
Constellation Brands, Inc. Class A (STZ)
Crown Holdings, Inc. (CCK)
CSX Corporation (CSX))
Cummins Inc. (CMI)
CVS Health Corporation (CVS)
Duke Energy Corporation (DUK)
Ecolab, Inc. (ECL)
Fidelity National Information Services, Inc. (FIS)
GE Aerospace (GE)
General Dynamics Corporation (GD)
Intel Corporation (INTC)
Johnson & Johnson (JNJ)
Kimberly-Clark Corporation (KMB)
Linde Plc (LIN)
Match Group, Inc. (MTCH)
NextEra Energy, Inc. (NEE)
Nike, Inc. Class B (NKE)
Nordstrom, Inc. (JWN)
Novartis AG (NVS)
PayPal Holdings, Inc. (PYPL)
PNC Financial Services Group, Inc. (PNC)
PPG Industries, Inc. (PPG)
Prologis, Inc. (PLD)
QUALCOMM Incorporated (QCOM)
RTX Corporation (RTX)
S&P Global, Inc. (SPGI)
ServiceNow, Inc. (NOW)
Spotify Technology SA (SPOT)
State Street Corporation (STT)
Stryker Corporation (SYK)
Synchrony Financial (SYF)
Sysco Corporation (SYY)
United Parcel Service, Inc. Class B (UPS)
V.F. Corporation (VFC)
Walt Disney Company (DIS)
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