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)
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)
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
General Dynamics Corporation (GD)
Information Technology
Apple, Inc. (AAPL)
Autodesk, Inc. (ADSK)
Fidelity National Information Services, Inc. (FIS)
Intel Corporation (INTC)
QUALCOMM Inc. (QCOM)
VMware, Inc. Class A (VMW)
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)
V.F. Corporation (VFC)
Consumer Staples
Costco Wholesale Corporation (COST)
Financials
Chubb Limited (CB)
S&P Global, Inc. (SPGI)
Health Care
Johnson & Johnson (JNJ)
Novartis AG (NVS)
Industrials
Cummins Inc. (CMI)
Raytheon Technologies Corporation (RTX)
Information Technology
Accenture Plc Class A (ACN)
Automatic Data Processing, Inc. (ADP)
Broadcom Inc. (AVGO)
Microsoft Corporation (MSFT)
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 Discretionary
V.F. Corporation (VFC)
Consumer Staples
Kimberly-Clark Corporation (KMB)
Sysco Corporation (SYY)
Financials
PNC Financial Services Group, Inc. (PNC)
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)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
QUALCOMM Inc. (QCOM)
Materials
Linde plc (LIN)
Real Estate
Prologis, Inc. (PLD)

 

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)
Activision Blizzard, Inc. (ATVI)
Aerojet Rocketdyne Holdings, Inc. (AJRD)
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)
Caterpillar Inc. (CAT)
Chubb Limited (CB)
Constellation Brands, Inc. Class A (STZ)
Crown Holdings, Inc. (CCK)
Cummins Inc. (CMI)
CVS Health Corporation (CVS)
Duke Energy Corporation (DUK)
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)
Microsoft Corporation (MSFT)
NextEra Energy, Inc. (NEE)
Nike, Inc. Class B (NKE)
Nordstrom, Inc. (JWN)
Novartis AG (NVS)
PNC Financial Services Group, Inc. (PNC)
PPG Industries, Inc. (PPG)
Prologis, Inc. (PLD)
Prudential Financial, Inc. (PRU)
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)
VMware, Inc. Class A (VMW)
Vornado Realty Trust (VNO)
Walt Disney Company (DIS)

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