Davies Financial Advisors, Inc. Purchases in Q1 2025

Davies Financial Advisors, Inc.

  • $117 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
98K
+ 43.28%
N/A
324K $10.2B
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
88K
New
$28.25 - $29.85 $2.49M - $2.63M
88K $2.51B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
23.9K
+ 123.36%
$48.25 - $52.09 $1.15M - $1.24M
43.2K $2.13B
IAU
Ishares Gold Trust

ETFs
2.33K
+ 2.71%
$49.74 - $58.96 $116K - $137K
88K $5.19B
MSFT
Microsoft Corp

Technology
2.85K
+ 28.8%
$375.39 - $447.2 $1.07M - $1.28M
12.8K $4.79B
TQQQ
Proshares Ultrapro Qqq

ETFs
8.69K
New
$57.3 - $90.39 $498K - $786K
8.69K $498M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
948
+ 192.68%
$522.96 - $601.18 $496K - $570K
1.44K $768M
Innovator Etfs Trust
31.9K
+ 18.46%
N/A
205K $5.53B
ORCL
Oracle Corp

Technology
2.65K
New
$139.81 - $186.47 $371K - $494K
2.65K $371M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.1K
New
$74.85 - $84.89 $307K - $348K
4.1K $335M
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
+ 65.67%
N/A
3.67K $712M
BITO
Proshares Tr Bitcoin Strategy

ETFs
13.3K
New
$17.57 - $25.81 $234K - $344K
13.3K $244M
VEA
Vanguard Ftse Developed Market

ETFs
4.74K
New
$47.4 - $52.99 $225K - $251K
4.74K $241M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.02K
New
$33.84 - $37.77 $204K - $227K
6.02K $219M
HYG
Ishares Tr

ETFs
1.87K
+ 4.15%
$78.51 - $80.11 $147K - $150K
46.9K $3.7B
SBUX
Starbucks Corp

Consumer Cyclical
503
+ 7.41%
$91.75 - $115.81 $46.2K - $58.3K
7.29K $715M
IYR
Ishares Tr

ETFs
481
+ 6.17%
$89.49 - $98.98 $43K - $47.6K
8.28K $792M
V
Visa Inc.

Financial Services
58
+ 5.51%
$306.92 - $362.71 $17.8K - $21K
1.11K $389M
MA
Mastercard Inc

Financial Services
27
+ 1.57%
$504.67 - $576.31 $13.6K - $15.6K
1.74K $955M
EBAY
Ebay Inc

Consumer Cyclical
4
+ 0.05%
$61.61 - $70.93 $246 - $284
8.42K $570M
XLB
Select Sector Spdr Fd Material

ETFs
360
+ 3.92%
$83.19 - $90.99 $29.9K - $32.8K
9.55K $821M
SPY
Spdr S&P 500 ETF Trust

ETFs
856
+ 5.11%
$551.42 - $612.93 $472K - $525K
17.6K $9.86B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.09K
+ 8.67%
$40.03 - $46.81 $83.7K - $97.9K
26.2K $1.07B
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.96%
$524.81 - $672.19 $5.25K - $6.72K
1.05K $575M
NKE
Nike, Inc.

Consumer Cyclical
3
+ 0.09%
$63.29 - $81.72 $190 - $245
3.24K $206M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
758
+ 6.43%
$102.49 - $119.96 $77.7K - $90.9K
12.6K $1.31B
IWC
Russell Micro Cap ETF

ETFs
713
+ 8.45%
$110.91 - $133.46 $79.1K - $95.2K
9.15K $1.02B
APO
Apollo Global Management, Inc.

Financial Services
8
+ 0.25%
$126.01 - $172.06 $1.01K - $1.38K
3.24K $444M
GOOG
Alphabet Inc.

Communication Services
394
+ 3.28%
$156.06 - $207.71 $61.5K - $81.8K
12.4K $1.94B
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 1.2%
$222.15 - $428.22 $7.11K - $13.7K
2.7K $701M
AAPL
Apple Inc.

Technology
212
+ 0.64%
$209.68 - $247.1 $44.5K - $52.4K
33.4K $7.43B
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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