Davies Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Davies Financial Advisors, Inc.Investment ActivityDavies Financial Advisors, Inc. has $14.13 thousand in total holdings as of June 30, 2026.Davies Financial Advisors, Inc. owns shares of 1 different stock, but just 1 company or ETF makes up 80% of its holdings.About 77,517.95% of the portfolio was sold this quarter.This quarter, Davies Financial Advisors, Inc. has purchased 11 new stocks and bought additional shares in 0 stocks.Davies Financial Advisors, Inc. sold shares of 1 stock and completely divested from 10 stocks this quarter.Largest Holdings Alphabet $14,133 Largest Sales this Quarter Alphabet 752 shares (about $265.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDavies Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$14,133$265,700 â–¼-94.9%40100.0%Communication ServicesQQQInvesco QQQ$0$4,632,699 â–¼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$1,581,692 â–¼-100.0%00.0%ETFSFLRInnovator Equity Managed Floor ETF$0$1,219,782 â–¼-100.0%00.0%ETFINNOVATOR ETFS TRUST$0$865,069 â–¼-100.0%00.0%NASDAQ 100 MANAIAUiShares Gold Trust$0$687,384 â–¼-100.0%00.0%ETFMSFTMicrosoft$0$531,934 â–¼-100.0%00.0%TechnologyAAPLApple$0$430,936 â–¼-100.0%00.0%TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$259,127 â–¼-100.0%00.0%ETFUUPInvesco DB US Dollar Index Bullish Fund$0$247,076 â–¼-100.0%00.0%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$0$234,213 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
