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Home > Institutional Investor > Davies Financial Advisors, Inc. > Profile

Instuitional Investor - Davies Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Davies Financial Advisors, Inc.
Portfolio Value $117,523,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 48,453 $24,770,759 21.07%
2.
Spdr S & P 500 Etf Trust
 SPY 16,762 $9,823,946 8.35%
3.
Apple Inc.
 AAPL 33,219 $8,318,769 7.07%
4.
Innovator Etfs Trust
 226,440 $7,393,286 6.29%
5.
Innovator Etfs Trust
 172,864 $5,054,662 4.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)