Fund HoldingsDavies Financial Advisors, Inc.

Total Portfolio Value
$117.32M
Total Bought
$13.96M
Total Sold
$10.53M
Net Transaction
+$3.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
226,440324,443+98,0037,39310,1848.68%+2,791
INVESCO DB US DLR INDEX TR
BULLISH FD
088,049+88,04902,5132.14%+2,513
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
19,33443,185+23,8519602,1321.82%+1,171
ISHARES GOLD TR(IAU)85,70588,030+2,3254,2435,1904.42%+947
MICROSOFT CORP(MSFT)9,91012,764+2,8544,1774,7914.08%+614
PROSHARES TR
ULTRAPRO QQQ
08,692+8,69204980.42%+498
SPDR S&P MIDCAP 400 ETF TR(MDY)4921,440+9482807680.65%+488
INNOVATOR ETFS TRUST
NASDAQ 100
172,864204,782+31,9185,0555,5314.71%+477
ORACLE CORP(ORCL)02,651+2,65103710.32%+371
ISHARES TR04,100+4,10003350.29%+335
CHEVRON CORP NEW(CVX)01,772+1,77202960.25%+296
VANGUARD SPECIALIZED FUNDS2,2173,673+1,4564347120.61%+278
PROSHARES TR
BITCOIN ETF
013,309+13,30902440.21%+244
VANGUARD TAX-MANAGED FDS04,744+4,74402410.21%+241
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,020+6,02002190.19%+219
ISHARES TR44,99246,859+1,8673,5393,6973.15%+158
STARBUCKS CORP(SBUX)6,7847,287+5036197150.61%+96
ABBVIE INC(ABBV)2,8072,758-494995780.49%+79
ISHARES TR7,7958,276+4817257920.68%+67
VISA INC(V)1,0521,110+583323890.33%+57
MASTERCARD INCORPORATED(MA)1,7161,743+279039550.81%+52
EBAY INC.(EBAY)8,4158,419+45215700.49%+49
SELECT SECTOR SPDR TR
ST STR MATER ETF
9,1869,546+3607738210.70%+48
COSTCO WHSL CORP NEW(COST)2,1342,117-171,9552,0021.71%+47
SPDR S&P 500 ETF TR(SPY)16,76217,618+8569,8249,8558.40%+31
SAP SE(SAP)1,3661,36603363670.31%+30
UNITEDHEALTH GROUP INC(UNH)1,7141,700-148678910.76%+24
BERKSHIRE HATHAWAY INC DEL1,2821,133-1495816030.51%+22
BROADRIDGE FINL SOLUTIONS IN(BR)1,1191,11902532710.23%+18
SELECT SECTOR SPDR TR
ST STR FINL ETF
23,39122,994-3971,1301,1450.98%+15
JPMORGAN CHASE & CO.(JPM)2,7442,739-56586720.57%+14
GENERAL DYNAMICS CORP(GD)81381302142220.19%+7
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,8881,88802172200.19%+3
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,1065,10602942920.25%-2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,3246,317-71,1081,0940.93%-14
SPDR SER TR
ST STR SP600 SML
24,12026,212+2,0921,0831,0680.91%-15
GOLDMAN SACHS GROUP INC(GS)1,0431,053+105975750.49%-22
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
5,7355,269-4662582320.20%-25
SHOPIFY INC(SHOP)2,3432,34302492240.19%-25
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
20,57820,57805775440.46%-33
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
10,4089,369-1,0393172780.24%-39
NIKE INC(NKE)3,2383,241+32452060.18%-39
PROCTER AND GAMBLE CO(PG)6,4236,063-3601,0771,0330.88%-44
NEXTERA ENERGY INC(NEE)3,8403,247-5932752300.20%-45
ISHARES TR11,79212,550+7581,3591,3121.12%-46
WALMART INC(WMT)20,43820,364-741,8471,7881.52%-59
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
18,93018,920-109468710.74%-75
ISHARES TR8,4419,154+7131,1011,0150.87%-85
APOLLO GLOBAL MGMT INC(APO)3,2353,243+85344440.38%-90
PAYPAL HLDGS INC(PYPL)4,5294,52903872960.25%-91
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
35,77832,885-2,8939138200.70%-93
CAPITAL GROUP CORE BALANCED
SHS
58,90656,413-2,4931,8421,7481.49%-94
HOME DEPOT INC(HD)2,7342,609-1251,0639560.81%-107
B. RILEY FINANCIAL INC154,495154,49507095980.51%-111
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,9244,892-321,1059660.82%-139
META PLATFORMS INC(META)2,8632,663-2001,6761,5351.31%-141
ISHARES TR
ESG AWR MSCI USA
1,6020-1,6022060-206
SEMPRA(SRE)2,7820-2,7822440-244
FIDELITY COVINGTON TRUST6,4750-6,4752450-245
CROWDSTRIKE HLDGS INC(CRWD)7230-7232470-247
ADVANCED MICRO DEVICES INC(AMD)13,94213,913-291,6841,4291.22%-255
ALPHABET INC(GOOG)11,99512,389+3942,2841,9351.65%-349
AMAZON COM INC(AMZN)8,1917,593-5981,7971,4451.23%-352
TESLA INC(TSLA)2,6722,704+321,0797010.60%-378
ALPHABET INC(GOOG)11,40910,076-1,3332,1601,5581.33%-602
SPDR SER TR
ST STR BLO 1 ETF
7,6230-7,6236970-697
NVIDIA CORPORATION(NVDA)26,79525,375-1,4203,5982,7502.34%-848
APPLE INC(AAPL)33,21933,431+2128,3197,4266.33%-893
NEOS ETF TRUST44,4320-44,4321,1580-1,158
INVESCO QQQ TR48,45348,188-26524,77122,59619.26%-2,174
SPDR SER TR
SST SPDR BLOOMBE
105,18519,027-86,1582,9835610.48%-2,422
Page 1 of 1