Davis Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2024. The filing, signed by Senior Wealth Advisor Stephanie C. Griebel, lists a total of 79 positions held by the firm.
The portfolio is managed from an office located at 12 Stiles Road, Suite 203, Salem, NH. The filing identifies the firm's principal executive office address and lists the contact information for the reporting person.
The holdings table details a diverse mix of individual stocks and exchange-traded funds (ETFs). Among the notable stock positions listed in the filing are Apple Inc., Berkshire Hathaway Inc., and NVIDIA Corporation. The portfolio also includes a significant allocation to BlackRock ETF Trust funds, which hold positions in World Ex US Carbon, US Carbon Transition, and various iShares equity and bond products. Other major holdings include shares in Fidelity Covington Trust Consumer Staples, Fidelity Merrimack Strategic Trust Total Bond ETF, and General Electric Aerospace.
The filing indicates that the majority of the positions are held in a Sole voting capacity, with no shared voting or dispositive power reported for the listed securities.
