Davies Financial Advisors, Inc. Sells in Q2 2025

Davies Financial Advisors, Inc.

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-47.5K
- 53.92%
$26.88 - $28.57 $1.28M - $1.36M
40.6K $1.09B
HYG
Ishares Tr

ETFs
-18.3K
- 38.98%
$75.75 - $80.65 $1.38M - $1.47M
28.6K $2.31B
AAPL
Apple Inc.

Technology
-2.18K
- 6.53%
$172.42 - $223.89 $377K - $489K
31.2K $6.41B
MSFT
Microsoft Corp

Technology
-4.16K
- 32.62%
$354.56 - $497.45 $1.48M - $2.07M
8.6K $4.28B
XLF
Financial Sector Spdr

ETFs
-8.71K
- 37.88%
$43.92 - $52.37 $382K - $456K
14.3K $748M
UNH
Unitedhealth Group Inc

Healthcare
-9
- 0.53%
$274.35 - $599.47 $2.47K - $5.4K
1.69K $528M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.48K
- 36.16%
$35.35 - $42.68 $335K - $405K
16.7K $713M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.98K
- 40.37%
$176.34 - $218.59 $348K - $432K
2.92K $634M
XLB
Select Sector Spdr Fd Material

ETFs
-3.86K
- 40.48%
$74.27 - $88.92 $287K - $344K
5.68K $499M
IYR
Ishares Tr

ETFs
-3.23K
- 39.08%
$84.48 - $96.25 $273K - $311K
5.04K $478M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-4.87K
- 11.27%
$43.78 - $51.5 $213K - $251K
38.3K $1.97B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.7K
- 13.54%
$90.56 - $109.49 $154K - $186K
10.9K $1.19B
SFLR
Innovator Etfs Tr Equity Manag
-24.8K
- 7.64%
N/A
300K $10.1B
SBUX
Starbucks Corp

Consumer Cyclical
-530
- 7.27%
$79.69 - $99.41 $42.2K - $52.7K
6.76K $619M
PG
Procter & Gamble CO

Consumer Defensive
-38
- 0.63%
$157.66 - $172.39 $5.99K - $6.55K
6.03K $960M
ABBV
Abb Vie Inc.

Healthcare
-12
- 0.44%
$170.16 - $206.27 $2.04K - $2.48K
2.75K $510M
VEA
Vanguard Ftse Developed Market

ETFs
-1.23K
- 25.89%
$45.65 - $57.01 $56.1K - $70K
3.52K $200M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-150
- 10.42%
$468.22 - $566.51 $70.2K - $85K
1.29K $731M
V
Visa Inc.

Financial Services
-109
- 9.82%
$308.27 - $373.31 $33.6K - $40.7K
1K $355M
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 1.49%
$335.24 - $380.78 $13.1K - $14.9K
2.57K $942M
IBND
Spdr Bloomberg International C

ETFs
-2.1K
- 11.03%
$29.46 - $32.59 $61.8K - $68.4K
16.9K $552M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-240
- 0.73%
$23.45 - $26.56 $5.63K - $6.37K
32.6K $867M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1
- 0.02%
$152.93 - $181.74 $153 - $182
6.32K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 1.42%
$908.13 - $1056.85 $27.2K - $31.7K
2.09K $2.07B
Capital Group Core Balanced
-1.19K
- 2.11%
N/A
55.2K $1.85B
JPM
Jpmorgan Chase & CO

Financial Services
-59
- 2.15%
$210.28 - $289.91 $12.4K - $17.1K
2.68K $777M
WMT
Walmart Inc.

Consumer Defensive
-766
- 3.76%
$81.79 - $99.98 $62.7K - $76.6K
19.6K $1.92B
TQQQ
Proshares Ultrapro Qqq

ETFs
-1.03K
- 11.86%
$38.9 - $83.0 $40.1K - $85.6K
7.66K $636M
IAU
Ishares Gold Trust

ETFs
-2.53K
- 2.87%
$56.1 - $64.74 $142K - $164K
85.5K $5.33B
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.76%
$462.22 - $707.75 $3.7K - $5.66K
1.05K $740M
GOOG
Alphabet Inc.

Communication Services
-470
- 3.79%
$146.58 - $180.01 $68.9K - $84.6K
11.9K $2.11B
GOOGL
Alphabet Inc.

Communication Services
-119
- 1.18%
$144.7 - $178.6 $17.2K - $21.3K
9.96K $1.75B
AMZN
Amazon Com Inc

Consumer Cyclical
-53
- 0.7%
$167.32 - $223.3 $8.87K - $11.8K
7.54K $1.65B
Innovator Etfs Trust
-10.2K
- 5.0%
N/A
195K $5.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
-695
- 3.94%
$496.48 - $617.85 $345K - $429K
16.9K $10.5B
NVDA
Nvidia Corp

Technology
-205
- 0.81%
$94.31 - $157.99 $19.3K - $32.4K
25.2K $3.98B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-696
- 1.44%
$416.06 - $551.64 $290K - $384K
47.5K $26.2B
Activity Summary
Buys All Purchases 21 New Holdings 14 Increased Positions 7 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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