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  Name: DAVIDSON TRUST CO
  City: GREAT FALLS
  State: MT
  Zip: 59401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $171,602,000
  Total Value Change : $16,552,000
  Securities Held Change : 9
   
All Securities Held : 143
  New Positions : 12
  Closed Positions : 3
  Increased Positions : 40
  Unchanged Positions : 54
  Decreased Positions : 37

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 70 New $88.06 $649,000 7,493 0.38% 649,000 7,493 0.001    N/A
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 71 New $77.73 $632,000 8,037 0.37% 632,000 8,037 0.009    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 99 New $50.16 $404,000 7,960 0.24% 404,000 7,960 0.006    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 101 New $244.60 $395,000 1,579 0.23% 395,000 1,579 0.001    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 113 New $92.96 $302,000 3,351 0.18% 302,000 3,351 0    Personal Products
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 127 New $83.16 $248,000 2,913 0.14% 248,000 2,913 0.004    N/A
   (FBHS)1 Year Chart         FBHS Fortune Brands Home & Secur... 136 New $70.06 $214,000 2,528 0.12% 214,000 2,528 0.002    Security & Protection...
   (DOW)1 Year Chart         DOW DOW Inc 137 New $57.63 $211,000 3,643 0.12% 211,000 3,643 0    Diversified Chemicals
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 140 New $86.60 $207,000 2,456 0.12% 207,000 2,456 0    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 139 New $133.30 $207,000 1,600 0.12% 207,000 1,600 0.001    Paper & Paper Products
   (USHY)1 Year Chart         USHY Ishares Broad Usd High Yiel... 141 New $0.00 $205,000 5,589 0.12% 205,000 5,589 0.001    N/A
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 142 New $185.36 $204,000 1,091 0.12% 204,000 1,091 0.004    Closed - End Fund - E...
      12 Records Found
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