| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 2 | Q2 2024 | 19.6% |
| SPDR S&P 500 ETF TR | 2 | Q2 2024 | 7.1% |
| APPLE INC | 2 | Q2 2024 | 6.7% |
| MICROSOFT CORP | 2 | Q2 2024 | 4.7% |
| ISHARES TR | 2 | Q2 2024 | 3.3% |
| NVIDIA CORPORATION | 2 | Q2 2024 | 3.1% |
| ADVANCED MICRO DEVICES INC | 2 | Q2 2024 | 2.9% |
| ETF SER SOLUTIONS | 2 | Q2 2024 | 2.4% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 3.7% |
| ALPHABET INC | 2 | Q2 2024 | 2.1% |
View Davies Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-25 |
View Davies Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.