Davies Financial Advisors, Inc. - Portfolio overview

Davies Financial Advisors, Inc. has 64 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 7.59%
2. NVDA - NVIDIA CORPORATION, 7.57%
3. GOOGL - ALPHABET INC, 3.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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