Portfolio (Quarterly)
Guide ↗
Davies Financial Advisors, Inc.
· CIK 0002020296| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | Financial Services | 8,026 | $4.6M | 42.44% | SOLD |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,432 | $1.6M | 14.49% | SOLD |
| 3 | SFLR | INNOVATOR ETFS TRUST | — | 34,447 | $1.2M | 11.17% | SOLD |
| 4 | QFLR | INNOVATOR ETFS TRUST | — | 25,978 | $865K | 7.92% | SOLD |
| 5 | IAU | ISHARES GOLD TR | Financial Services | 7,797 | $687K | 6.30% | SOLD |
| 6 | MSFT | MICROSOFT CORP | Technology | 1,437 | $532K | 4.87% | SOLD |
| 7 | AAPL | APPLE INC | Technology | 1,698 | $431K | 3.95% | SOLD |
| 8 | HYG | ISHARES TR | — | 3,257 | $259K | 2.37% | SOLD |
| 9 | UUP | INVESCO DB US DLR INDEX TR | Financial Services | 8,894 | $247K | 2.26% | SOLD |
| 10 | QJUN | FIRST TR EXCHNG TRADED FD VI | — | 7,496 | $234K | 2.15% | SOLD |
Sector Allocation
Communication Services
100.0%