Davies Financial Advisors, Inc. Portfolio Holdings
Davies Financial Advisors, Inc.
- $115 Billion
- Q3 2024
Davies Financial Advisors, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 72 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 $21.9B, Spdr S&P 500 ETF Trust with a value of $8.71B, Apple Inc. with a value of $7.91B, Innovator Etfs Tr Equity Manag with a value of $5.79B, and Microsoft Corp with a value of $4.36B.
Examining the 13F form we can see an increase of $7.48B in the current position value, from $107B to 115B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|---|---|---|---|---|
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |