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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 $54,059,894
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 22,075 $13,560,647 25.08%
2.
Nvidia Corp
 NVDA 23,880 $4,453,620 8.24%
3.
Spdr S & P 500 Etf Trust
 SPY 5,925 $4,040,341 7.47%
4.
Apple Inc.
 AAPL 12,234 $3,325,986 6.15%
5.
Blue Buffalo Pet Products Inc.
 BUFF 86,295 $3,180,852 5.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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