Portfolio (Quarterly)
Guide ↗
Davies Financial Advisors, Inc.
· CIK 0002020296| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,233 | $320K | 0.59% | SOLD |
| 22 | — | SPDR SERIES TRUST | — | 8,924 | $287K | 0.53% | SOLD |
| 23 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 857 | $283K | 0.52% | SOLD |
| 24 | IWC | ISHARES TR | — | 1,789 | $282K | 0.52% | SOLD |
| 25 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,119 | $250K | 0.46% | SOLD |
| 26 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 284 | $250K | 0.46% | SOLD |
| 27 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,724 | $250K | 0.46% | SOLD |
| 28 | TQQQ | PROSHARES TR | — | 4,659 | $246K | 0.45% | SOLD |
| 29 | JPM | JPMORGAN CHASE & CO. | Financial Services | 753 | $243K | 0.45% | SOLD |
| 30 | SPSM | SPDR SERIES TRUST | — | 4,977 | $233K | 0.43% | SOLD |
| 31 | XLY | SELECT SECTOR SPDR TR | — | 1,877 | $224K | 0.41% | SOLD |
| 32 | GD | GENERAL DYNAMICS CORP | Industrials | 659 | $222K | 0.41% | SOLD |
| 33 | ABBV | ABBVIE INC | Healthcare | 951 | $217K | 0.40% | SOLD |
| 34 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,432 | $205K | 0.38% | SOLD |
Sector Allocation
Financial Services
85.7%
Technology
11.5%
Communication Services
2.7%