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.

wealth management research approach

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
Nike, Inc. Class B (NKE)
Consumer Staples
Constellation Brands, Inc. Class A (STZ)
Grocery Outlet Holding Corp. (GO)
Lowe’s Companies, Inc. (LOW)
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
A. O. Smith Corporation (AOS)
General Dynamics Corporation (GD)
Information Technology
Apple, Inc. (AAPL)
Fidelity National Information Services, Inc. (FIS)
Intel Corporation (INTC)
QUALCOMM Inc. (QCOM)
VMWare, Inc. Class A (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
Broadcom Inc. (AVGO)
Consumer Discretionary
Starbucks Corporation (SBUX)
V.F. Corporation (VFC)
Consumer Staples
Costco Wholesale Corporation (COST)
Lowe’s Companies, Inc. (LOW)
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)
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
Cummins Inc. (CMI)
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)
Activision Blizzard, Inc. (ATVI)
Alcon, Inc. (ALC)
Alaska Air Group (ALK)
American Water Works Company, Inc. (AWK)
Amgen Inc. (AMGN)
AT&T Inc. (T)
Automatic Data Processing, Inc. (ADP)
Avery Dennison Corporation (AVY)
Berkshire Hathaway, Inc. (BRK.B)
Caterpillar Inc. (CAT)
Chubb Limited (CB)
Constellation Brands, Inc. (STZ)
CVS Health Corporation (CVS)
Deere & Company (DE)
Duke Energy Corporation (DUK)
Fidelity National Information Services, Inc. (FIS)
General Dynamics Corporation (GD)
General Electric Company (GE)
Intel Corporation (INTC)
Johnson & Johnson (JNJ)
Kansas City Southern (KSU)
Kimberly-Clarke Corporation (KMB)
Linde Plc (LIN)
3M Company (MMM)
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)
Robert Half International Inc. (RHI)
S&P Global, Inc. (SPGI)
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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