Davies Financial Advisors, Inc. Portfolio Holdings
Davies Financial Advisors, Inc.
- $54.1 Billion
- Q4 2025
Davies Financial Advisors, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $54.1 Billion distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $13.6B, Nvidia Corp with a value of $4.45B, Spdr S&P 500 ETF Trust with a value of $4.04B, Apple Inc. with a value of $3.33B, and Innovator Etfs Tr Equity Manag with a value of $3.18B.
Examining the 13F form we can see an decrease of $69.1B in the current position value, from $123B to 54.1B.
Davies Financial Advisors, Inc. is based out at Murrieta, CA
Below you can find more details about Davies Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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