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
Spotify Technology SA (SPOT)
Walt Disney Company (DIS)
Consumer Discretionary
Lowe’s Companies, Inc. (LOW)
Nike, Inc. Class B (NKE)
Consumer Staples
Constellation Brands, Inc. Class A (STZ)
Grocery Outlet Holding Corp. (GO)
Financials
Berkshire Hathaway Inc. Class B (BRK.B)
Fidelity National Information Services, Inc. (FIS)
PNC Financial Services Group, Inc. (PNC)
State Street Corporation (STT)
Health Care
Alcon, Inc. (ALC)
Amgen, Inc. (AMGN)
CVS Health Corporation (CVS)
Stryker Corporation (SYK)
Industrials
CSX Corporation (CSX)
General Dynamics Corporation (GD)
Information Technology
Apple, Inc. (AAPL)
Autodesk, Inc. (ADSK)
QUALCOMM Inc. (QCOM)
ServiceNow, Inc. (NOW)
Materials
Crown Holdings, Inc. (CCK)
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.

 

Consumer Discretionary
Lowe’s Companies, Inc. (LOW)
Starbucks Corporation (SBUX)
Consumer Staples
Costco Wholesale Corporation (COST)
Financials
Chubb Limited (CB)
S&P Global, Inc. (SPGI)
Health Care
Johnson & Johnson (JNJ)
Novartis AG (NVS)
Industrials
Automatic Data Processing, Inc. (ADP)
Cummins Inc. (CMI)
Raytheon Technologies Corporation (RTX)
Information Technology
Accenture Plc Class A (ACN)
Broadcom Inc. (AVGO)
Microsoft Corporation (MSFT)
Materials
Ecolab Inc. (ECL)
Real Estate
American Tower Corporation (AMT)
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)
Match Group, Inc. (MTCH)
Walt Disney Company (DIS)
Consumer Staples
Kimberly-Clark Corporation (KMB)
Sysco Corporation (SYY)
Financials
PayPal Holdings, Inc. (PYPL)
S&P Global, Inc. (SPGI)
Health Care
Amgen Inc. (AMGN)
CVS Health Corporation (CVS)
Johnson & Johnson (JNJ)
Industrials
Alaska Air Group, Inc. (ALK)
Cummins Inc. (CMI)
United Parcel Services, Inc. Class B (UPS)
Information Technology
Accenture Plc. (ACN)
Microsoft Corporation (MSFT)
QUALCOMM Inc. (QCOM)
ServiceNow, Inc. (NOW)
Materials
Linde plc (LIN)
Real Estate
Prologis, Inc. (PLD)
Utilities
Duke Energy Corporation (DUK)

 

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.

 

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)
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)
General Dynamics Corporation (GD)
General Electric Company (GE)
Intel Corporation (INTC)
Johnson & Johnson (JNJ)
Kimberly-Clarke 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)
Raytheon Technologies Corporation (RTX)
S&P Global, Inc. (SPGI)
ServiceNow, Inc. (NOW)
Spotify Technology SA (SPOT)
Starbucks Corporation (SBUX)
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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