Fund HoldingsDavies Financial Advisors, Inc.

Total Portfolio Value
$10.92M
Total Bought
$0
Total Sold
$43.14M
Net Transaction
-$43.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO DB US DLR INDEX TR
BULLISH FD
13,4498,894-4,5553642472.26%-116
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
12,2147,496-4,7183892342.15%-155
STARBUCKS CORP(SBUX)2,4320-2,4322050-205
ABBVIE INC(ABBV)9510-9512170-217
GENERAL DYNAMICS CORP(GD)6590-6592220-222
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,8770-1,8772240-224
SPDR SERIES TRUST
ST STR SP600 SML
4,9770-4,9772330-233
JPMORGAN CHASE & CO.(JPM)7530-7532430-243
PROSHARES TR
ULTRAPRO QQQ
4,6590-4,6592460-246
APOLLO GLOBAL MGMT INC(APO)1,7240-1,7242500-250
GOLDMAN SACHS GROUP INC(GS)2840-2842500-250
BROADRIDGE FINL SOLUTIONS IN(BR)1,1190-1,1192500-250
ISHARES TR1,7890-1,7892820-282
UNITEDHEALTH GROUP INC(UNH)8570-8572830-283
SPDR SERIES TRUST
SST SPDR BLOOMBE
8,9240-8,9242870-287
PROCTER AND GAMBLE CO(PG)2,2330-2,2333200-320
ISHARES TR3,4190-3,4193480-348
ISHARES TR3,6740-3,6743670-367
ISHARES TR4,3540-4,3543790-379
TESLA INC(TSLA)8990-8994040-404
HOME DEPOT INC(HD)1,1920-1,1924100-410
ISHARES TR8,3183,257-5,0616712592.37%-412
ISHARES TR4,9480-4,9484760-476
EBAY INC.(EBAY)5,4950-5,4954790-479
ISHARES TR4,0430-4,0434860-486
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
17,6010-17,6014970-497
MASTERCARD INCORPORATED(MA)9340-9345330-533
WALMART INC(WMT)5,1370-5,1375720-572
CAPITAL GROUP CORE BALANCED
SHS
19,4600-19,4606880-688
COSTCO WHSL CORP NEW(COST)9330-9338050-805
AMAZON COM INC(AMZN)3,5720-3,5728240-824
META PLATFORMS INC(META)1,3790-1,3799100-910
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,1930-5,1939950-995
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
16,9400-16,9401,0040-1,004
MICROSOFT CORP(MSFT)3,3001,437-1,8631,5965324.87%-1,064
ALPHABET INC(GOOG)4,590792-3,7981,4402272.08%-1,213
INNOVATOR ETFS TRUST
NASDAQ 100
64,81025,978-38,8322,2228657.92%-1,357
ALPHABET INC(GOOG)4,3560-4,3561,3630-1,363
ISHARES GOLD TR(IAU)25,7197,797-17,9222,0886876.30%-1,400
ADVANCED MICRO DEVICES INC(AMD)7,8410-7,8411,6790-1,679
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
86,29534,447-51,8483,1811,22011.17%-1,961
STATE STR SPDR S&P 500 ETF T(SPY)5,9252,432-3,4934,0401,58214.49%-2,459
APPLE INC(AAPL)12,2341,698-10,5363,3264313.95%-2,895
NVIDIA CORPORATION(NVDA)23,8800-23,8804,4540-4,454
INVESCO QQQ TR22,0758,026-14,04913,5614,63342.44%-8,928
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