Fund HoldingsDavies Financial Advisors, Inc.

Total Portfolio Value
$107.12M
Total Bought
$26.72M
Total Sold
$21.00M
Net Transaction
+$5.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
0136,788+136,78804,2253.94%+4,225
ISHARES GOLD TR(IAU)10,94182,375+71,4344603,6193.38%+3,159
INVESCO DB US DLR INDEX TR
BULLISH FD
0103,703+103,70303,0212.82%+3,021
INNOVATOR ETFS TRUST
NASDAQ 100
096,772+96,77202,6532.48%+2,653
B. RILEY FINANCIAL INC0113,745+113,74502,0061.87%+2,006
INVESCO QQQ TR43,24643,837+59119,20221,00319.61%+1,801
CAPITAL GROUP CORE BALANCED
SHS
038,838+38,83801,1551.08%+1,155
APPLE INC(AAPL)35,61534,117-1,4986,1077,1866.71%+1,078
NVIDIA CORPORATION(NVDA)2,48926,500+24,0112,2493,2743.06%+1,025
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
040,689+40,68909900.92%+990
ISHARES TR015,682+15,68209180.86%+918
VANGUARD INDEX FDS03,591+3,59108690.81%+869
SPDR S&P MIDCAP 400 ETF TR(MDY)01,618+1,61808660.81%+866
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
023,382+23,38206760.63%+676
SPDR S&P 500 ETF TR(SPY)13,31113,737+4266,9627,4766.98%+514
PACER FDS TR
US CASH COWS 100
08,936+8,93604870.45%+487
ALPHABET INC(GOOG)11,66812,198+5301,7612,2222.07%+461
QUALCOMM INC(QCOM)01,355+1,35502700.25%+270
ALPHABET INC(GOOG)13,36312,530-8332,0352,2982.15%+264
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
05,040+5,04002390.22%+239
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,032+1,03202330.22%+233
COSTCO WHSL CORP NEW(COST)2,5782,473-1051,8882,1021.96%+213
SEMPRA(SRE)02,762+2,76202100.20%+210
TESLA INC(TSLA)2,6153,141+5264606220.58%+162
AMAZON COM INC(AMZN)9,3139,492+1791,6801,8341.71%+154
WALMART INC(WMT)24,00123,247-7541,4441,5741.47%+130
JPMORGAN CHASE & CO.(JPM)2,8593,240+3815736550.61%+83
MICROSOFT CORP(MSFT)10,84510,381-4644,5634,6404.33%+77
VANGUARD SPECIALIZED FUNDS1,7232,141+4183153910.36%+76
BERKSHIRE HATHAWAY INC DEL8231,029+2063464190.39%+73
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
19,25319,25308118810.82%+70
CROWDSTRIKE HLDGS INC(CRWD)677718+412172750.26%+58
GOLDMAN SACHS GROUP INC(GS)1,0791,115+364515040.47%+54
PROCTER AND GAMBLE CO(PG)7,0377,214+1771,1421,1901.11%+48
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,42624,049+1,6239459890.92%+44
NEXTERA ENERGY INC(NEE)3,4453,690+2452202610.24%+41
VISA INC(V)1,1821,351+1693303550.33%+25
META PLATFORMS INC(META)3,3853,288-971,6441,6581.55%+14
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
21,82621,514-3125575690.53%+13
PROSHARES TR
ULTRAPRO QQQ
10,2908,746-1,5446336460.60%+12
AMERICAN EXPRESS CO(AXP)1,0161,033+172312390.22%+8
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,9945,057+639189220.86%+4
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,7062,707+12752780.26%+3
INVESCO EXCH TRADED FD TR II3,4493,44902272240.21%-3
ISHARES TR2,1652,16502362320.22%-4
BROADRIDGE FINL SOLUTIONS IN(BR)1,1191,11902292200.21%-9
GENERAL DYNAMICS CORP(GD)882821-612492380.22%-11
ISHARES TR41,61741,717+1003,2353,2183.00%-17
EBAY INC.(EBAY)10,60310,032-5715605390.50%-21
ISHARES TR7,8007,677-1237016740.63%-28
ISHARES TR2,7722,593-1793062770.26%-30
APOLLO GLOBAL MGMT INC(APO)4,9354,390-5455555180.48%-37
ETF SER SOLUTIONS100,77892,596-8,1822,3792,3342.18%-45
UNITEDHEALTH GROUP INC(UNH)2,1131,958-1551,0469970.93%-48
NORDSON CORP(NDSN)962912-502642120.20%-52
GRACO INC(GGG)3,0402,912-1282842310.22%-53
SELECT SECTOR SPDR TR
ST STR MATER ETF
9,3009,067-2338648010.75%-63
PAYPAL HLDGS INC(PYPL)7,3477,104-2434924120.38%-80
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,0966,809-2871,2021,1191.04%-83
ABBVIE INC(ABBV)4,4064,179-2278027170.67%-86
HOME DEPOT INC(HD)2,4142,427+139268360.78%-90
MASTERCARD INCORPORATED(MA)2,2692,147-1221,0939470.88%-145
STARBUCKS CORP(SBUX)9,4039,075-3288597060.66%-153
ISHARES TR4,1482,331-1,8173932180.20%-174
NIKE INC(NKE)5,9555,058-8975603810.36%-178
SHOPIFY INC(SHOP)2,6530-2,6532050-205
TYLER TECHNOLOGIES INC(TYL)4970-4972110-211
ISHARES TR4130-4132170-217
DAYFORCE INC3,4940-3,4942310-231
TRIMBLE INC(TRMB)3,9170-3,9172520-252
RPM INTL INC(RPM)2,2580-2,2582690-269
ADVANCED MICRO DEVICES INC(AMD)15,79815,163-6352,8512,4602.30%-392
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
38,8450-38,8459160-916
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
75,10613,109-61,9973,1355620.52%-2,573
ISHARES TR31,9383,571-28,3673,3543670.34%-2,988
ISHARES TR35,2944,594-30,7003,4574460.42%-3,011
ISHARES TR35,9103,641-32,2693,3983340.31%-3,064
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
128,0540-128,0543,5800-3,580
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