StockDriftsStockDriftsTop 11 Davies Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 42.44% | 8.0K | $4.6M | -63.64%(-14.05K) | $433.77(+57.14%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.49% | 2.4K | $1.6M | -58.95%(-3.49K) | $515.73(+40.34%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 11.17% | 34.4K | $1.2M | -60.08%(-51.85K) | $31.29(+19.29%) | 2026-03-31 | |
| QFLR | INNOVATOR ETFS TRUST | 7.92% | 26.0K | $865K | -59.92%(-38.83K) | $27.42(+29.37%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 6.3% | 7.8K | $687K | -69.68%(-17.92K) | $43.14(+98.64%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.87% | 1.4K | $532K | -56.45%(-1.86K) | $398.39(+3.26%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.95% | 1.7K | $431K | -86.12%(-10.54K) | $182.35(+55.84%) | 2026-03-31 | |
| HYG | ISHARES TR | 2.37% | 3.3K | $259K | -60.84%(-5.06K) | $78.03(+2.42%) | 2026-03-31 | |
| UUP | INVESCO DB US DLR INDEX TR | 2.26% | 8.9K | $247K | -33.87%(-4.55K) | $28.92(-4.90%) | 2026-03-31 | |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 2.15% | 7.5K | $234K | -38.63%(-4.72K) | $24.80(+34.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.66% | +39.22% |
| Top 20 Holdings Unweighted | +10.87% | +36.29% |
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