Davies Financial Advisors, Inc. has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $98 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $19.2B, Spdr S&P 500 ETF Trust with a value of $6.96B, Apple Inc. with a value of $6.11B, Microsoft Corp with a value of $4.56B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $3.58B.
Examining the 13F form we can see an increase of $98B in the current position value.
Davies Financial Advisors, Inc. is based out at Murrieta, CA
Below you can find more details about Davies Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
