Duncan Williams Asset Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 3, 2024
Value $: $181M
Signature - Title: Sonia Goforth - Chief Compliance Officer
Location: Memphis, TN
Summary: This page shows a list of all the recent 13F filings made by Duncan Williams Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Duncan Williams Asset Management, LLC reported 129 stock holdings with total value $181M as of Q3 2024. Top holdings included VUG, SCHD, DGRW, AAPL, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	129	$181M	+$57M	-$1.11M	+$55.9M	VUG, SCHD, DGRW, AAPL, MSFT	13F-HR	10/3/2024, 12:58 PM
Q2 2024	63	$119M	+$9.75M	-$3.47M	+$6.28M	VUG, SCHD, DGRW, MSFT, FHN	13F-HR	7/11/2024, 11:20 AM
Q1 2024	68	$111M	$0	$0		VUG, SCHD, DGRW, MSFT, FHN	13F-HR	4/3/2024, 01:32 PM