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CIK: 0001427514
Total reported value
$3.8B
$3.8B
522 檔
11.6%
In Q2 2024, Dana Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $3.8B, distributed across 522 disclosed stock positions.
During Q2 2024, Dana Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 522 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.18% | +0.08% | +5.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.31% | -0.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | -0.04% | +839.91% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.14% | -5.29% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.02% | +1.35% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.15% | -7.27% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | +0.05% | -9.87% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.02% | -2.56% | |
| 9 | DELL | Dell Technologies -c | Stock-Tech | 1.07% | +0.03% | +17.79% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 0.98% | -0.13% | -0.63% | |
| 11 | FANG | Diamondback Energy Inc | Stock-Energy | 0.95% | -0.25% | -1.45% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 0.94% | -0.17% | +0.14% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 0.93% | -0.07% | -13.35% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.09% | +11.30% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 0.89% | +0.01% | +140.00% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.88% | -0.13% | -4.40% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.03% | +7.38% | |
| 18 | AXP | American Express Co | Stock-Financials | 0.87% | -0.02% | -5.59% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.16% | +92.58% | |
| 20 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.83% | -0.14% | -1.96% | |
| 21 | WDAY | Workday Inc-class A | Stock-Tech | 0.81% | -0.01% | EXIT | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.02% | -4.37% | |
| 23 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.78% | -0.17% | -8.15% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.76% | +0.07% | -12.50% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.01% | -5.29% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.73% | -0.10% | -7.39% | |
| 27 | RGA | Reinsurance Group Of America | Stock-Financials | 0.70% | — | -5.77% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.01% | +208.35% | |
| 29 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.68% | +0.01% | -2.38% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | — | -24.35% | |
| 31 | SYY | Sysco CORP | Stock-Consumer Staples | 0.65% | +0.02% | +0.20% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.11% | -1.38% | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.63% | -0.35% | +16.44% | |
| 34 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.62% | -0.02% | +7.42% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.05% | -3.38% | |
| 36 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.59% | — | -15.08% | |
| 37 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.59% | -0.08% | -9.32% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.58% | +0.67% | — | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.57% | -0.12% | -6.61% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.57% | -0.03% | -11.33% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.14% | +1476.73% | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.55% | -0.14% | -5.64% | |
| 43 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.48% | -0.09% | +1.07% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | -2.37% | |
| 45 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.46% | -0.05% | +0.02% | |
| 46 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 0.46% | -0.05% | -1.27% | |
| 47 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.46% | -0.03% | -17.37% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.46% | -0.04% | -1.67% | |
| 49 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.46% | — | -3.69% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | — | -6.99% |
According to official SEC Form 13F filings, Dana Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $3.8B across 522 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 11.6% of total reported equity market value during Q2 2024.
During Q2 2024, Dana Investment Advisors, Inc.'s top holdings by market value included AAPL (4.2%)、MSFT (3.6%)、NVDA (2.9%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q2 2024, Dana Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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