VAUGHAN DAVID INVESTMENTS LLC/IL

PEORIA, IL · CIK 1063571 · 13F filing filed 2025-07-31

SEC-registered investment adviser since 1977 · limited liability company

Assets managed$5.3bn
Staff48 · 48 in investment roles
Main clients (by assets)High net worth individuals 69%, Banks 11%, Charities 7%
Form ADV · 2026-07-20SEC adviser record

Kindwealth
Others nearbyPeoria, IL, Winter Park, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Peoria, IL (main office)United States	United States	about 38
Winter Park, FLUnited States	United States	10

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$4.5bn reported value +4.7% vs Q1 2025

231positions

20.5%in top 10

19 new 95 added 78 reduced 3 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	298,104	$148.3m3.31%	3.31%	Reduced -2.7k	-2,687 -0.9%
2	BROADCOM INC COM AVGO	AVGO	491,980	$135.6m3.03%	3.03%	Reduced -30.9k	-30,863 -5.9%
3	ORACLE CORP COM ORCL	ORCL	522,165	$114.2m2.55%	2.55%	Reduced -3.9k	-3,882 -0.7%
4	JPMORGAN CHASE & CO COM JPM	JPM	349,640	$101.4m2.27%	2.27%	Reduced -2.7k	-2,651 -0.8%
5	DEERE & CO COM DE	DE	157,463	$80.1m1.79%	1.79%	Reduced -5.0k	-4,970 -3.1%
6	AMERICAN EXPRESS CO COM AXP	AXP	241,397	$77.0m1.72%	1.72%	Reduced -1.5k	-1,536 -0.6%
7	APOLLO GLOBAL MGMT INC COM APO	APO	470,309	$66.7m1.49%	1.49%	Reduced -6.3k	-6,279 -1.3%
8	EATON CORP PLC SHS ETN	ETN	183,774	$65.6m1.47%	1.47%	Reduced -872	-872 -0.5%
9	CISCO SYS INC COM CSCO	CSCO	933,001	$64.7m1.45%	1.45%	Reduced -18.2k	-18,172 -1.9%
10	ABBVIE INC COM ABBV	ABBV	345,267	$64.1m1.43%	1.43%	Added +1.0k	+1,013 0.3%
11	S&P GLOBAL INC COM SPGI	SPGI	117,209	$61.8m1.38%	1.38%	Reduced -159	-159 -0.1%
12	WILLIAMS COS INC COM WMB	WMB	982,018	$61.7m1.38%	1.38%	Reduced -20.8k	-20,775 -2.1%
13	GOLDMAN SACHS GROUP INC COM GS	GS	86,206	$61.0m1.36%	1.36%	Reduced -969	-969 -1.1%
14	ENTERGY CORP NEW COM ETR	ETR	730,702	$60.7m1.36%	1.36%	Reduced -29.2k	-29,185 -3.8%
15	LAM RESEARCH CORP COM NEW LRCX	LRCX	620,609	$60.4m1.35%	1.35%	Added +875	+875 0.1%
16	AT&T INC COM T	T	2,052,854	$59.4m1.33%	1.33%	Reduced -3.9k	-3,935 -0.2%
17	PHILIP MORRIS INTL INC COM PM	PM	321,227	$58.5m1.31%	1.31%	Reduced -10.6k	-10,572 -3.2%
18	BLACKROCK INC COM BLK	BLK	55,286	$58.0m1.30%	1.30%	Added +125	+125 0.2%
19	ABBOTT LABS COM ABT	ABT	421,288	$57.3m1.28%	1.28%	Reduced -3.0k	-3,036 -0.7%
20	HONEYWELL INTL INC COM COM		243,120	$56.6m1.27%	1.27%	Added +70	+70 0.0%
21	REGIONS FINANCIAL CORP NEW COM RF	RF	2,336,104	$54.9m1.23%	1.23%	Reduced -3.6k	-3,615 -0.1%
22	ALLSTATE CORP COM ALL	ALL	271,854	$54.7m1.22%	1.22%	Reduced -1.3k	-1,341 -0.5%
23	MARSH & MCLENNAN COS INC COM MRSH	MRSH	248,761	$54.4m1.22%	1.22%	Reduced -3.3k	-3,285 -1.3%
24	RESMED INC COM RMD	RMD	208,229	$53.7m1.20%	1.20%	Added +32	+32 0.0%
25	SOUTHERN CO COM SO	SO	580,501	$53.3m1.19%	1.19%	Added +2.0k	+2,032 0.3%
26	NISOURCE INC COM NI	NI	1,311,175	$52.9m1.18%	1.18%	Reduced -22.1k	-22,143 -1.7%
27	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	288,149	$52.9m1.18%	1.18%	Reduced -3.3k	-3,328 -1.1%
28	CONSTELLATION ENERGY CORP COM CEG	CEG	159,657	$51.5m1.15%	1.15%	Reduced -11.1k	-11,122 -6.5%
29	WEC ENERGY GROUP INC COM WEC	WEC	493,994	$51.5m1.15%	1.15%	Added +2.1k	+2,108 0.4%
30	AMERICAN ELEC PWR CO INC COM AEP	AEP	480,817	$49.9m1.11%	1.11%	Added +2.9k	+2,865 0.6%
31	DUKE ENERGY CORP NEW COM NEW DUK	DUK	417,544	$49.3m1.10%	1.10%	Added +3.5k	+3,532 0.8%
32	CHENIERE ENERGY INC COM NEW LNG	LNG	201,952	$49.2m1.10%	1.10%	Reduced -429	-429 -0.2%
33	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	247,916	$49.2m1.10%	1.10%	Added +3.6k	+3,592 1.5%
34	NEXTERA ENERGY INC COM NEE	NEE	701,471	$48.7m1.09%	1.09%	Added +3.9k	+3,934 0.6%
35	JOHNSON & JOHNSON COM JNJ	JNJ	317,172	$48.4m1.08%	1.08%	Added +2.6k	+2,592 0.8%
36	PROCTER AND GAMBLE CO COM PG	PG	303,271	$48.3m1.08%	1.08%	Reduced -46	-46 -0.0%
37	XCEL ENERGY INC COM XEL	XEL	702,756	$47.9m1.07%	1.07%	Added +9.5k	+9,508 1.4%
38	CHEVRON CORP NEW COM CVX	CVX	328,655	$47.1m1.05%	1.05%	Added +3.0k	+2,973 0.9%
39	THE CIGNA GROUP COM CI	CI	142,309	$47.0m1.05%	1.05%	Reduced -221	-221 -0.2%
40	ALLIANT ENERGY CORP COM LNT	LNT	777,633	$47.0m1.05%	1.05%	Added +9.7k	+9,727 1.3%
41	DTE ENERGY CO COM DTE	DTE	354,403	$46.9m1.05%	1.05%	Added +1.2k	+1,163 0.3%
42	CONOCOPHILLIPS COM COP	COP	523,029	$46.9m1.05%	1.05%	Added +11.4k	+11,384 2.2%
43	LINCOLN ELEC HLDGS INC COM LECO	LECO	225,749	$46.8m1.05%	1.05%	Reduced -3.8k	-3,790 -1.6%
44	AMGEN INC COM AMGN	AMGN	166,581	$46.5m1.04%	1.04%	Reduced -211	-211 -0.1%
45	HOME DEPOT INC COM HD	HD	126,580	$46.4m1.04%	1.04%	Added +878	+878 0.7%
46	COCA COLA CO COM KO	KO	641,925	$45.4m1.01%	1.01%	Added +2.3k	+2,299 0.4%
47	UNITEDHEALTH GROUP INC COM UNH	UNH	145,198	$45.3m1.01%	1.01%	Added +5.9k	+5,948 4.3%
48	ALPHABET INC CAP STK CL A GOOGL	GOOGL	254,614	$44.9m1.00%	1.00%	Added +4.8k	+4,781 1.9%
49	EXXON MOBIL CORP COM XOM	XOM	405,422	$43.7m0.98%	0.98%	Added +9.0k	+9,027 2.3%
50	SERVICE CORP INTL COM SCI	SCI	533,337	$43.4m0.97%	0.97%	Added +4.7k	+4,650 0.9%
51	DISNEY WALT CO COM DIS	DIS	346,599	$43.0m0.96%	0.96%	Added +10.1k	+10,147 3.0%
52	VERIZON COMMUNICATIONS INC COM VZ	VZ	990,240	$42.8m0.96%	0.96%	Added +14.0k	+13,958 1.4%
53	LOCKHEED MARTIN CORP COM LMT	LMT	90,405	$41.9m0.94%	0.94%	Added +965	+965 1.1%
54	AMDOCS LTD SHS DOX	DOX	453,104	$41.3m0.92%	0.92%	Added +8.9k	+8,927 2.0%
55	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	136,574	$40.8m0.91%	0.91%	Added +1.7k	+1,707 1.3%
56	CITIGROUP INC COM NEW C	C	471,007	$40.1m0.90%	0.90%	Added +23.1k	+23,084 5.2%
57	BOOZ ALLEN HAMILTON HLDG COR CL A BAH	BAH	383,034	$39.9m0.89%	0.89%	Added +1.3k	+1,324 0.3%
58	PEPSICO INC COM PEP	PEP	298,970	$39.5m0.88%	0.88%	Added +18.4k	+18,398 6.6%
59	AIR PRODS & CHEMS INC COM APD	APD	139,604	$39.4m0.88%	0.88%	Added +4.0k	+3,993 2.9%
60	EXELON CORP COM EXC	EXC	897,292	$39.0m0.87%	0.87%	Reduced -11.3k	-11,280 -1.2%
61	GENUINE PARTS CO COM GPC	GPC	315,232	$38.2m0.85%	0.85%	Added +18.0k	+17,986 6.0%
62	EOG RES INC COM EOG	EOG	318,811	$38.1m0.85%	0.85%	Added +5.1k	+5,077 1.6%
63	MONDELEZ INTL INC CL A MDLZ	MDLZ	564,575	$38.1m0.85%	0.85%	Added +5.5k	+5,546 1.0%
64	US BANCORP DEL COM NEW USB	USB	837,265	$37.9m0.85%	0.85%	Added +9.2k	+9,152 1.1%
65	SYSCO CORP COM SYY	SYY	492,943	$37.3m0.83%	0.83%	Added +1.6k	+1,616 0.3%
66	KIMBERLY-CLARK CORP COM KMB	KMB	281,810	$36.3m0.81%	0.81%	Reduced -289	-289 -0.1%
67	SALESFORCE INC COM CRM	CRM	130,912	$35.7m0.80%	0.80%	New
68	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		504,915	$35.3m0.79%	0.79%	Added +12.2k	+12,182 2.5%
69	ISHARES TR CORE DIV GRWTH DGRO	DGRO	550,803	$35.2m0.79%	0.79%	Added +20.5k	+20,519 3.9%
70	MEDTRONIC PLC SHS MDT	MDT	400,712	$34.9m0.78%	0.78%	Added +7.2k	+7,238 1.8%
71	PPG INDS INC COM PPG	PPG	303,739	$34.5m0.77%	0.77%	Added +8.0k	+7,960 2.7%
72	OMNICOM GROUP INC COM OMC	OMC	465,439	$33.5m0.75%	0.75%	Added +14.7k	+14,683 3.3%
73	UNITED PARCEL SERVICE INC CL B UPS	UPS	327,576	$33.1m0.74%	0.74%	Reduced -1.8k	-1,843 -0.6%
74	DOMINION ENERGY INC COM D	D	566,004	$32.0m0.71%	0.71%	Added +15.5k	+15,499 2.8%
75	MERCK & CO INC COM MRK	MRK	403,577	$31.9m0.71%	0.71%	Added +11.9k	+11,898 3.0%
76	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,201,552	$31.8m0.71%	0.71%	Reduced -2.9k	-2,909 -0.2%
77	ZOETIS INC CL A ZTS	ZTS	203,521	$31.7m0.71%	0.71%	Added +22	+22 0.0%
78	Siemens AG COM SIEGY	SIEGY	245,234	$31.6m0.71%	0.71%	New
79	CATERPILLAR INC COM CAT	CAT	78,786	$30.6m0.68%	0.68%	Reduced -182	-182 -0.2%
80	TARGET CORP COM TGT	TGT	304,373	$30.0m0.67%	0.67%	Added +527	+527 0.2%
81	SCHLUMBERGER LTD COM STK SLB	SLB	821,644	$27.8m0.62%	0.62%	Added +34.4k	+34,350 4.4%
82	CVS HEALTH CORP COM CVS	CVS	401,126	$27.7m0.62%	0.62%	Added +4.7k	+4,748 1.2%
83	CONSTELLATION BRANDS INC CL A STZ	STZ	163,699	$26.6m0.60%	0.60%	Added +4.0k	+4,015 2.5%
84	TEXAS INSTRS INC COM TXN	TXN	106,296	$22.1m0.49%	0.49%	Reduced -5.1k	-5,094 -4.6%
85	RLI CORP COM RLI	RLI	296,363	$21.4m0.48%	0.48%	Reduced -730	-730 -0.2%
86	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	97,750	$17.8m0.40%	0.40%	Added +550	+550 0.6%
87	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	185,020	$15.1m0.34%	0.34%	Added +3.7k	+3,707 2.0%
88	BROWN & BROWN INC COM BRO	BRO	113,372	$12.6m0.28%	0.28%	Unchanged
89	PNC FINL SVCS GROUP INC COM PNC	PNC	57,225	$10.7m0.24%	0.24%	Reduced -7.4k	-7,434 -11.5%
90	GENERAL DYNAMICS CORP COM GD	GD	33,680	$9.8m0.22%	0.22%	Reduced -391	-391 -1.1%
91	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	447,398	$8.7m0.20%	0.20%	Reduced -4.2k	-4,195 -0.9%
92	GENERAL MLS INC COM GIS	GIS	167,001	$8.7m0.19%	0.19%	Reduced -392.6k	-392,606 -70.2%
93	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	417,584	$8.2m0.18%	0.18%	Reduced -107	-107 -0.0%
94	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	156,021	$8.2m0.18%	0.18%	Added +18.6k	+18,609 13.5%
95	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	393,115	$8.1m0.18%	0.18%	Added +6.8k	+6,789 1.8%
96	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	407,698	$7.6m0.17%	0.17%	Added +10.0k	+10,040 2.5%
97	FIRSTENERGY CORP COM FE	FE	189,316	$7.6m0.17%	0.17%	Reduced -933.0k	-933,036 -83.1%
98	CAPITAL ONE FINL CORP COM COF	COF	32,251	$6.9m0.15%	0.15%	New
99	APPLE INC COM AAPL	AAPL	29,744	$6.1m0.14%	0.14%	Added +1.1k	+1,083 3.8%
100	QUALCOMM INC COM QCOM	QCOM	36,862	$5.9m0.13%	0.13%	Added +64	+64 0.2%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
DISCOVER FINL SVCS DFS	DFS	33,133	$5.7m33.1k shares
EASTMAN CHEM CO EMN	EMN	4,574	$403.0k4.6k shares
STANLEY BLACK & DECKER INC SWK	SWK	3,842	$295.0k3.8k shares