Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $117,319,529
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 48,188 $22,596,287 19.26%
2.
Innovator Etfs Trust
 324,443 $10,184,264 8.68%
3.
Spdr S & P 500 Etf Trust
 SPY 17,618 $9,855,414 8.4%
4.
Apple Inc.
 AAPL 33,431 $7,425,956 6.33%
5.
Innovator Etfs Trust
 204,782 $5,531,168 4.71%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)