Wealth Management Research

Data and insight, grounded in experience

Our Approach

Our research and analysis is focused on the fundamentals, while our value-oriented approach seeks to uncover attractive investment opportunities. We publish frequent research reports and updates on the companies under coverage to provide our clients with company and industry developments that may affect valuations.

Nationally, we have built on a long tradition of identifying premier “blue-chip” companies at attractive valuation levels. While our knowledge has a national reach, D.A. Davidson has a unique advantage in our research presence on the West Coast, home to a number of the largest, fastest-growing industries. Our positioning within this booming epicenter enables us to identify unique opportunities.

Insights

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

Our Top Picks

  • Focus List
  • Dividend Achievers
  • ESG Achievers
  • Primary Research Coverage

 

Our strategic opportunities list of best ideas is a managed model portfolio of investments for capital appreciation, consisting of securities where we believe price is below intrinsic value.

 

Communication Services
Activision Blizzard, Inc. (ATVI)
Walt Disney Company (DIS)
Consumer Discretionary
Chipotle Mexican Grill, Inc. (CMG)
Nike, Inc. (NKE)
Energy
Schlumberger NV (SLB)
Financials
Berkshire Hathaway Inc. (BRK.B)
PNC Financial Services Group, Inc. (PNC)
Synchrony Financial (SYF)
Umpqua Holdings Corporation (UMPQ)
Health Care
Alcon, Inc. (ALC)
Amgen, Inc. (AMGN)
CVS Health Corporation (CVS)
Stryker Corporation (SYK)
Industrials
Deere & Company (DE)
General Dynamics Corporation (GD)
General Electric Company (GE)
Information Technology
Apple, Inc. (AAPL)
Fidelity National Information Services, Inc. (FIS)
Intel Corporation (INTC)
QUALCOMM Inc. (QCOM)
VMWare, Inc. (VMW)
Materials
Avery Dennison Corporation (AVY)
PPG Industries, Inc. (PPG)

 

Comprised of stocks with a minimum 10-year history of consecutive dividend increases and positive outlook for future growth, this portfolio seeks to emphasize consistent income with a growth component while minimizing risk.

 

Communication Services
AT&T Inc. (T)
Consumer Discretionary
V.F. Corporation (VFC)
Consumer Staples
Costco Wholesale Corporation (COST)
Kimberly-Clark Corporation (KMB)
Energy
Exxon Mobil Corporation (XOM)
Financials
Chubb Limited (CB)
S&P Global, Inc. (SPGI)
Health Care
Johnson & Johnson (JNJ)
Novartis AG (NVS)
Industrials
3M Company (MMM)
Raytheon Technologies Corporation (RTX)
Information Technology
Automatic Data Processing, Inc. (ADP)
International Business Machines (IBM)
Microsoft Corporation (MSFT)
Utilities
NextEra Energy, Inc. (NEE)

 

A differentiated way to invest in sustainability: ESG Achievers owns stocks of attractively valued, high-quality companies that also score favorably on Environmental, Social, and Governance (ESG) criteria.

 

Communication Services
AT&T Inc. (T)
Walt Disney Company (DIS)
Consumer Discretionary
V.F. Corporation (VFC)
Consumer Staples
Kimberly-Clark Corporation (KMB)
Sysco Corporation (SYY)
Financials
PNC Financial Services Group, Inc. (PNC)
Prudential Financial, Inc. (PRU)
S&P Global, Inc. (SPGI)
Health Care
Amgen Inc. (AMGN)
CVS Health Corporation (CVS)
Johnson & Johnson (JNJ)
Industrials
3M Company (MMM)
United Parcel Services, Inc. Class B (UPS)
Information Technology
Accenture Plc. (ACN)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
QUALCOMM Inc. (QCOM)
VMWare, Inc. (VMW)
Materials
Linde plc (LIN)
Utilities
American Water Works Company (AWK)

 

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 Advisor.

 

Accenture PLC (ACN)
Alcon, Inc. (ALC)
Alaska Air Group (ALK)
Amgen Inc. (AMGN)
Avery Dennison Corporation (AVY)
Berkshire Hathaway, Inc. (BRK.B)
Caterpillar Inc. (CAT)
Constellation Brands, Inc. (STZ)
Costco Wholesale Corporation (COST)
Deere & Company (DE)
Duke Energy Corporation (DUK)
Fidelity National Information Services, Inc. (FIS)
General Dynamics Corporation (GD)
General Electric Company (GE)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
Nordstrom, Inc. (JWN)
PNC Financial Services Group, Inc. (PNC)
PPG Industries, Inc. (PPG)
QUALCOMM Incorporated (QCOM)
Spotify Technology SA (SPOT)
Starbucks Corporation (SBUX)
State Street Corporation (STT)
Stryker Corporation (SYK)
Walt Disney Company (DIS)
Zoetis, Inc. Class A (ZTS)

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