Davies Financial Advisors, Inc. Purchases in Q4 2024

Davies Financial Advisors, Inc.

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBND
Spdr Bloomberg International C

ETFs
105K
New
$28.36 - $30.49 $2.98M - $3.21M
105K $2.98B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.52K
+ 7.82%
$481.22 - $538.17 $1.69M - $1.89M
48.5K $24.8B
SFLR
Innovator Etfs Tr Equity Manag
44.5K
+ 24.45%
N/A
226K $7.39B
Innovator Etfs Trust
40.3K
+ 30.43%
N/A
173K $5.05B
Neos ETF Trust
44.4K
New
N/A
44.4K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.57K
+ 10.36%
$567.81 - $607.81 $893K - $956K
16.8K $9.82B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.62K
New
$91.29 - $91.8 $696K - $700K
7.62K $697M
IWC
Russell Micro Cap ETF

ETFs
3.6K
+ 74.22%
$120.3 - $138.84 $433K - $499K
8.44K $1.1B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.91K
+ 69.72%
$44.33 - $49.55 $439K - $491K
24.1K $1.08B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.1K
+ 35.62%
$113.92 - $127.38 $353K - $394K
11.8K $1.36B
HYG
Ishares Tr

ETFs
3.09K
+ 7.37%
$78.09 - $80.04 $241K - $247K
45K $3.54B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
3.2K
+ 19.84%
$49.39 - $52.31 $158K - $167K
19.3K $960M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
275
+ 27.31%
$442.29 - $483.08 $122K - $133K
1.28K $581M
Capital Group Core Balanced
780
+ 1.34%
N/A
58.9K $1.84B
IAU
Ishares Gold Trust

ETFs
951
+ 1.12%
$48.37 - $52.65 $46K - $50.1K
85.7K $4.24B
SRE
Sempra Energy

Utilities
18
+ 0.65%
$80.81 - $94.77 $1.45K - $1.71K
2.78K $244M
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.77%
N/A
2.22K $434M
IYR
Ishares Tr

ETFs
479
+ 6.55%
$90.74 - $102.87 $43.5K - $49.3K
7.8K $725M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18
+ 0.29%
$174.22 - $187.62 $3.14K - $3.38K
6.32K $1.11B
XLB
Select Sector Spdr Fd Material

ETFs
433
+ 4.95%
$83.8 - $97.58 $36.3K - $42.3K
9.19K $773M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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