Davies Financial Advisors, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Oct 9, 2024
Value $: $115M
Signature - Title: Andrew Davies - President
Location: Murrieta, CA
Summary: This page shows a list of all the recent 13F filings made by Davies Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Davies Financial Advisors, Inc. reported 72 stock holdings with total value $115M as of Q3 2024. Top holdings included QQQ, SPY, AAPL, SFLR, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	72	$115M	+$14M	-$9.76M	+$4.24M	QQQ, SPY, AAPL, SFLR, MSFT	13F-HR	10/9/2024, 05:11 PM
Q2 2024	70	$107M	+$24.5M	-$17.9M	+$6.61M	QQQ, SPY, AAPL, MSFT, SFLR	13F-HR	7/30/2024, 05:19 PM
Q1 2024	63	$98M	$0	$0		QQQ, SPY, AAPL, MSFT, BUFR	13F-HR	4/25/2024, 12:13 PM