The Analysis of Davies Financial Advisors, Inc.'s Holdings

Currently, Davies Financial Advisors, Inc. holds 45 types of securities in its portfolio with a total value $54.1M. In the most recent quarter, they have decreased their positions in N/A (-21.8K shares, valued at $13.4M), SPY (-9.0K shares, valued at $6.2M), AAPL (-17.6K shares, valued at $4.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR22.1K shares-49.66%2025-12-312026-01-27

NVDA NVIDIA CORPORATION23.9K shares-3.55%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR5.9K shares-60.41%2025-12-312026-01-27

AAPL APPLE INC12.2K shares-59.05%2025-12-312026-01-27

SFLR INNOVATOR ETFS TRUST86.3K shares-59.37%2025-12-312026-01-27

QFLR INNOVATOR ETFS TRUST64.8K shares-60.31%2025-12-312026-01-27

ISHARES GOLD TR ISHARES GOLD TR25.7K shares-65.26%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC7.8K shares-39.93%2025-12-312026-01-27

Sponsored

MSFT MICROSOFT CORP3.3K shares-57.31%2025-12-312026-01-27

ALPHABET INC ALPHABET INC4.6K shares-60.56%2025-12-312026-01-27

ALPHABET INC ALPHABET INC4.4K shares-53.69%2025-12-312026-01-27

XLG INVESCO EXCHANGE TRADED FD T16.9K shares-9.22%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.2K shares-14.07%2025-12-312026-01-27

META META PLATFORMS INC1.4K shares-44.48%2025-12-312026-01-27

AMZN AMAZON COM INC3.6K shares-50.96%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW933 shares-55.19%2025-12-312026-01-27

Sponsored

CGBL CAPITAL GROUP CORE BALANCED19.5K shares-62.96%2025-12-312026-01-27

HYG ISHARES TR8.3K shares-69.56%2025-12-312026-01-27

WMT WALMART INC5.1K shares-69.73%2025-12-312026-01-27

MA MASTERCARD INCORPORATED934 shares-42.24%2025-12-312026-01-27

BUFD FIRST TR EXCHNG TRADED FD VI17.6K shares-45.58%2025-12-312026-01-27

IJR ISHARES TR4.0K shares-61.71%2025-12-312026-01-27

EBAY EBAY INC.5.5K shares-33.22%2025-12-312026-01-27

IEF ISHARES TR4.9K shares-68.47%2025-12-312026-01-27

Sponsored

HD HOME DEPOT INC1.2K shares-34.76%2025-12-312026-01-27

TSLA TESLA INC899 shares-66.86%2025-12-312026-01-27

QJUN FIRST TR EXCHNG TRADED FD VI12.2K shares-40.65%2025-12-312026-01-27

TLT ISHARES TR4.4K shares-73.20%2025-12-312026-01-27

AGG ISHARES TR3.7K shares-70.70%2025-12-312026-01-27

UUP INVESCO DB US DLR INDEX TR13.4K shares-63.74%2025-12-312026-01-27

TLH ISHARES TR3.4K shares-71.57%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO2.2K shares-54.04%2025-12-312026-01-27

Sponsored

IBND SPDR SERIES TRUST8.9K shares-44.05%2025-12-312026-01-27

UNH UNITEDHEALTH GROUP INC857 shares-47.65%2025-12-312026-01-27

IWC ISHARES TR1.8K shares-67.61%2025-12-312026-01-27

BR BROADRIDGE FINL SOLUTIONS IN1.1K shares0.00%2025-12-312026-01-27

GS GOLDMAN SACHS GROUP INC284 shares-71.63%2025-12-312026-01-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.7K shares-44.76%2025-12-312026-01-27

TQQQ PROSHARES TR4.7K shares-26.27%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.753 shares-59.88%2025-12-312026-01-27

Sponsored

SPSM SPDR SERIES TRUST5.0K shares-68.92%2025-12-312026-01-27

XLY SELECT SECTOR SPDR TR1.9K shares-28.96%2025-12-312026-01-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP659 shares-18.94%2025-12-312026-01-27

ABBV ABBVIE INC951 shares-62.44%2025-12-312026-01-27

SBUX STARBUCKS CORP2.4K shares-58.88%2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available