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Home > Institutional Investor > Davies Financial Advisors, Inc. > Profile

Instuitional Investor - Davies Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Davies Financial Advisors, Inc.
Portfolio Value $14,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 40 $14,133 100%
2.
Invesco Qqq Tr
 0 $0 0%
3.
Spdr S & P 500 Etf Trust
 SPY 0 $0 0%
4.
Blue Buffalo Pet Products Inc.
 BUFF 0 $0 0%
5.
Blue Buffalo Pet Products Inc.
 BUFF 0 $0 0%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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