Davies Financial Advisors, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmurrieta, CA
- CIK0002020296
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
65 | $117.32M | NDQ, SFLR, SPY, AAPL | 13F-HR | Apr 22, 2025 | 000108514625002221 | ||
63 | $117.52M | NDQ, SPY, AAPL, SFLR | 13F-HR | Jan 16, 2025 | 000108514625000296 | ||
72 | $114.60M | NDQ, SPY, AAPL, SFLR | 13F-HR | Oct 9, 2024 | 000108514624004753 | ||
70 | $107.12M | NDQ, SPY, AAPL, MSFT | 13F-HR | Jul 30, 2024 | 000108514624003335 | ||
63 | $97.96M | NDQ, SPY, AAPL, MSFT | 13F-HR | Apr 25, 2024 | 000108514624002029 |