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Financial Avengers

Latest statistics and disclosures from Financial Avengers's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, AMZN, BRK.B, GOOG, and represent 53.08% of Financial Avengers's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$22M), LLY, 1/100 Berkshire Htwy Cla 100, SBUX, PFE, VZ, JNJ, ADBE, KVUE, USIG.
Started 38 new stock positions in NEAR, SILV, PLTR, GNRC, BABA, ENB, XOM, LVMUY, BHP, AEM.
Reduced shares in these 10 stocks: BRK.B (-$165M), AAPL, AMZN, GOOG, SCHW, AXP, F, BAC, INTC, TSLA.
Sold out of its positions in AMC, ATMU, BDX, BYND, Carter Validus Missioncritical Reit Ii Inccl A, GWH, EMBC, AHTR, KBSG, NLOP. NVZMY, SCHG, VOT, WPC.
Financial Avengers was a net seller of stock by $-141M.
Financial Avengers has $203M in assets under management (AUM), dropping by 7.51%.
Central Index Key (CIK): 0001844393

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Positions held by Financial Avengers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Avengers

Financial Avengers holds 177 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	13.0	$26M	-4%	113k	233.00	View chart
Nvidia Corp Common Stock (NVDA)	12.3	$25M	+755%	207k	121.44	View chart
Amazon.com Common Stock (AMZN)	11.7	$24M	-2%	128k	186.33	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	8.7	$18M	-90%	38k	460.26	View chart
Alphabet Inc Class C Common Stock (GOOG)	7.4	$15M	-3%	89k	167.19	View chart
American Express Common Stock (AXP)	5.8	$12M	-2%	44k	271.20	View chart
Charles Schwab Corp Common Stock (SCHW)	5.4	$11M	-2%	168k	64.81	View chart
Bank Of America Corp Common Stock (BAC)	4.3	$8.7M		220k	39.68	View chart
Johnson & Johnson Common Stock (JNJ)	3.5	$7.0M	+4%	44k	162.06	View chart
Microsoft Corp Common Stock (MSFT)	3.3	$6.7M		16k	430.30	View chart
Procter & Gamble Common Stock (PG)	3.2	$6.5M		37k	173.20	View chart
Ford Mtr Co Del Common Stock (F)	2.5	$5.0M	-4%	477k	10.56	View chart
Disney Walt Common Stock (DIS)	2.4	$4.8M	+3%	50k	96.19	View chart
Starbucks Corp Common Stock (SBUX)	2.0	$4.1M	+13%	42k	97.49	View chart
Shopify Inc Fclass A Foreign Canadian (SHOP)	1.7	$3.5M	+5%	44k	80.14	View chart
Verizon Communications I Common Stock (VZ)	1.5	$3.1M	+10%	69k	44.91	View chart
Adobe Common Stock (ADBE)	1.4	$2.9M	+9%	5.7k	517.78	View chart
Intel Corp Common Stock (INTC)	1.3	$2.7M	-2%	115k	23.46	View chart
Tesla Common Stock (TSLA)	1.2	$2.4M	-2%	9.3k	261.63	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.7	$1.4M		8.2k	165.85	View chart
Eli Lilly And Common Stock (LLY)	0.7	$1.3M	+336%	1.5k	886.20	View chart
Kenvue Common Stock (KVUE)	0.5	$1.1M	+26%	47k	23.13	View chart
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)	0.5	$1.0M	+27%	20k	52.58	View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)	0.5	$1.0M	+25%	14k	75.11	View chart
Advanced Micro Device In Common Stock (AMD)	0.5	$930k	+24%	5.7k	164.08	View chart
Pfizer Common Stock (PFE)	0.4	$809k	+131%	28k	28.94	View chart
Berkshire Hathway A Class A Common Stock	0.3	$691k	+9900%	100.00	6911.80	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$582k	+15%	1.0k	572.22	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$267k	+6%	301.00	887.75	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$253k	-2%	913.00	276.74	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$248k	-6%	423.00	585.32	View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL)	0.1	$199k		1.8k	111.88	View chart
Visa Inc Class A Common Stock (V)	0.1	$186k		677.00	274.81	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$183k	+5%	868.00	210.88	View chart
Cisco Sys Common Stock (CSCO)	0.1	$160k	+76%	3.0k	53.22	View chart
Nv5 Global Common Stock (NVEE)	0.1	$159k		1.7k	93.48	View chart
Ge Aerospace Common Stock (GE)	0.1	$152k		808.00	188.58	View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY)	0.1	$152k	+22%	22k	7.06	View chart
At&t Common Stock (T)	0.1	$150k	+12%	6.8k	22.00	View chart
Home Depot Common Stock (HD)	0.1	$138k		341.00	405.63	View chart
3M Common Stock (MMM)	0.1	$132k	NEW	964.00	136.76	View chart
Ibm Corp Common Stock (IBM)	0.1	$119k		538.00	221.18	View chart
Fortinet Common Stock (FTNT)	0.1	$116k		1.5k	77.55	View chart
Texas Instrs Common Stock (TXN)	0.1	$112k	+41%	542.00	206.56	View chart
Gilead Sciences Common Stock (GILD)	0.1	$111k	+2%	1.3k	83.86	View chart
Netflix Common Stock (NFLX)	0.1	$110k	+10%	155.00	709.27	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$108k		1.2k	88.42	View chart
American Elec Pwr Common Stock (AEP)	0.1	$104k		1.0k	102.62	View chart
Abbott Labs Common Stock (ABT)	0.0	$95k	+18%	832.00	114.04	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$93k	-16%	151.00	617.10	View chart
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$88k	+117%	6.2k	14.22	View chart
Dropbox Inc Class A Common Stock (DBX)	0.0	$86k	-12%	3.4k	25.43	View chart
Broadcom Common Stock (AVGO)	0.0	$81k	+2260%	472.00	172.44	View chart
Lendingclub Corp Common Stock (LC)	0.0	$80k	-12%	7.0k	11.43	View chart
First Solar Common Stock (FSLR)	0.0	$77k	+7%	308.00	249.44	View chart
Microchip Technology Common Stock (MCHP)	0.0	$73k		905.00	80.28	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$70k		589.00	118.75	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.0	$70k		150.00	465.08	View chart
The Coca-cola Common Stock (KO)	0.0	$65k		910.00	71.89	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$64k		130.00	491.27	View chart
Corning Common Stock (GLW)	0.0	$58k	+66%	1.3k	45.15	View chart
Clorox Common Stock (CLX)	0.0	$56k		346.00	162.76	View chart
Ge Vernova Common Stock (GEV)	0.0	$56k	NEW	218.00	254.98	View chart
Autodesk Common Stock (ADSK)	0.0	$55k	-9%	200.00	275.48	View chart
Danaher Corp Common Stock (DHR)	0.0	$51k		184.00	278.08	View chart
Pepsico Common Stock (PEP)	0.0	$49k	+2%	290.00	170.21	View chart
Consolidated Edison Common Stock (ED)	0.0	$49k		472.00	104.10	View chart
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG)	0.0	$47k		1.5k	31.71	View chart
Walmart Common Stock (WMT)	0.0	$47k		583.00	80.80	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$43k	NEW	366.00	117.22	View chart
Equity Residential Reit Real Estate Investme (EQR)	0.0	$40k	+2%	531.00	74.47	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$38k		591.00	64.91	View chart
Oneok Common Stock (OKE)	0.0	$38k	NEW	415.00	91.13	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.0	$37k		503.00	74.14	View chart
Merck & Co Common Stock (MRK)	0.0	$37k		326.00	113.72	View chart
Target Corp Common Stock (TGT)	0.0	$37k		237.00	155.61	View chart
Eqt Corp Common Stock (EQT)	0.0	$37k	NEW	1.0k	36.64	View chart
Abbvie Common Stock (ABBV)	0.0	$35k	+276%	177.00	198.03	View chart
Applied Matls Common Stock (AMAT)	0.0	$32k		160.00	201.93	View chart
Honeywell Intl Common Stock (HON)	0.0	$32k	NEW	154.00	206.71	View chart
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV)	0.0	$31k		204.00	154.08	View chart
Devon Energy Corp Common Stock (DVN)	0.0	$31k	NEW	800.00	39.12	View chart
Hershey Common Stock (HSY)	0.0	$30k		157.00	191.88	View chart
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC)	0.0	$29k		1.5k	18.87	View chart
Ebay Common Stock (EBAY)	0.0	$29k		441.00	65.16	View chart
Ishares Us Financial Seretf Uit Exchange Traded (IYG)	0.0	$28k	NEW	400.00	71.02	View chart
Enbridge Inc F Foreign Canadian (ENB)	0.0	$28k	NEW	690.00	40.61	View chart
Mongodb Inc Class A Common Stock (MDB)	0.0	$27k	-16%	100.00	270.35	View chart
Union Pac Corp Common Stock (UNP)	0.0	$27k		109.00	246.94	View chart
Levi Strauss & Co New Class A Common Stock (LEVI)	0.0	$27k		1.2k	21.79	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$26k	NEW	45.00	584.56	View chart
Evergy Common Stock (EVRG)	0.0	$26k	+2%	416.00	62.00	View chart
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV)	0.0	$26k	-33%	201.00	128.18	View chart
Blackrock Short Duratn Bnd Etf Uit Exchange Traded (NEAR)	0.0	$26k	NEW	500.00	51.24	View chart
American Healthcare Reitreit Real Estate Investme (AHR)	0.0	$24k	NEW	926.00	26.10	View chart
Agnico Eagle Mines Ltd F Foreign Canadian (AEM)	0.0	$24k	NEW	300.00	80.56	View chart
Antero Res Corp Common Stock (AR)	0.0	$23k	NEW	800.00	28.65	View chart
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)	0.0	$23k	-33%	101.00	225.76	View chart
Williams Cos Common Stock (WMB)	0.0	$22k	NEW	485.00	45.65	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$22k		234.00	93.66	View chart
Veeva Sys Inc Class A Common Stock (VEEV)	0.0	$21k		100.00	209.87	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$21k	+400%	25.00	833.24	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$21k	+2%	692.00	30.09	View chart
Us Bancorp Del Common Stock (USB)	0.0	$21k	-29%	449.00	45.69	View chart
Caterpillar Common Stock (CAT)	0.0	$20k	NEW	50.00	391.12	View chart
Silvercrest Metals Inc F Foreign Canadian (SILV)	0.0	$19k	NEW	2.0k	9.25	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.0	$18k	NEW	105.00	173.67	View chart
Diamondback Energy Common Stock (FANG)	0.0	$18k	NEW	105.00	172.40	View chart
Uber Technologies Common Stock (UBER)	0.0	$18k	NEW	234.00	75.16	View chart
Bhp Group Ltd Fsponsored Adr 1 Adr Reps 2 Ord American Depository (BHP)	0.0	$17k	NEW	280.00	62.11	View chart
Suncor Energy Inc New F Foreign Canadian (SU)	0.0	$17k	NEW	470.00	36.92	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$17k	+2%	765.00	22.09	View chart
Pure Storage Inc Class A Common Stock (PSTG)	0.0	$17k	NEW	334.00	50.24	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.0	$16k		65.00	243.06	View chart
Omnicell Common Stock (OMCL)	0.0	$15k		350.00	43.60	View chart
Edison Intl Common Stock (EIX)	0.0	$15k		172.00	87.34	View chart
Yum Brands Common Stock (YUM)	0.0	$14k		102.00	139.78	View chart
Generac Hldgs Common Stock (GNRC)	0.0	$14k	NEW	89.00	158.88	View chart
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE)	0.0	$14k		200.00	69.75	View chart
Nisource Common Stock (NI)	0.0	$14k		403.00	34.62	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$14k		58.00	232.57	View chart
General Mtrs Common Stock (GM)	0.0	$13k		298.00	44.87	View chart
Qualcomm Common Stock (QCOM)	0.0	$13k		77.00	171.00	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$13k		253.00	50.85	View chart
Antero Midstream Corp Common Stock (AM)	0.0	$13k	NEW	850.00	15.05	View chart
Cummins Common Stock (CMI)	0.0	$13k		39.00	323.77	View chart
Public Storage Reit Real Estate Investme (PSA)	0.0	$12k	+3%	34.00	362.76	View chart
Morgan Stanley Common Stock (MS)	0.0	$12k	NEW	117.00	104.24	View chart
Csx Corp Common Stock (CSX)	0.0	$12k		340.00	34.51	View chart
Coty Inc Class A Common Stock (COTY)	0.0	$12k		1.2k	9.39	View chart
Canadian Nat Res Ltd F Foreign Canadian (CNQ)	0.0	$11k	NEW	320.00	33.21	View chart
Mastercard Inc Class A Common Stock (MA)	0.0	$10k		20.00	504.60	View chart
Chevron Corp Common Stock (CVX)	0.0	$9.9k		67.00	147.91	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$9.5k		75.00	126.81	View chart
Palantir Technologies Inclass A Common Stock (PLTR)	0.0	$9.3k	NEW	250.00	37.20	View chart
Paypal Hldgs Common Stock (PYPL)	0.0	$9.0k	NEW	115.00	78.03	View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM)	0.0	$8.9k	-25%	150.00	59.43	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord American Depository (BABA)	0.0	$8.5k	NEW	80.00	106.12	View chart
Stag Indl Inc Reit Real Estate Investme (STAG)	0.0	$8.5k		216.00	39.15	View chart
Booking Hldgs Common Stock (BKNG)	0.0	$8.4k	NEW	2.00	4212.00	View chart
Sila Rlty Tr Inc Reit Real Estate Investme (SILA)	0.0	$8.4k	NEW	331.00	25.29	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	0.0	$8.3k		14.00	590.93	View chart
Carters Common Stock (CRI)	0.0	$8.2k	+3%	126.00	65.01	View chart
Qorvo Common Stock (QRVO)	0.0	$6.7k		65.00	103.31	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$6.7k	+3%	130.00	51.58	View chart
Amphenol Corp New Class A Common Stock (APH)	0.0	$6.7k	+100%	102.00	65.35	View chart
Smucker J M Common Stock (SJM)	0.0	$6.6k		54.00	121.89	View chart
Electronic Arts Common Stock (EA)	0.0	$5.7k	NEW	40.00	143.45	View chart
Eaton Corp Plc F Foreign Ordinaries (ETN)	0.0	$5.6k	NEW	17.00	331.41	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$5.3k	+77%	229.00	22.98	View chart
Ha Sustainable Infrastrureit Real Estate Investme (HASI)	0.0	$5.2k	NEW	150.00	34.47	View chart
Carlisle Cos Common Stock (CSL)	0.0	$5.1k		11.00	463.91	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$5.1k		717.00	7.10	View chart
Box Inc Class A Common Stock (BOX)	0.0	$4.9k		150.00	32.73	View chart
Bank Montreal Que F Foreign Canadian (BMO)	0.0	$4.5k	-50%	50.00	90.20	View chart
Southwest Airls Common Stock (LUV)	0.0	$4.1k		139.00	29.54	View chart
Warner Bros Discovery In Common Stock (WBD)	0.0	$4.0k		485.00	8.25	View chart
Lyft Inc Class A Common Stock (LYFT)	0.0	$3.8k	-37%	300.00	12.75	View chart
Medical Pptys Tr Inc Reit Real Estate Investme (MPW)	0.0	$3.7k	+6%	624.00	5.85	View chart
American Intl Group Common Stock (AIG)	0.0	$3.5k	+2%	48.00	72.65	View chart
Amgen Common Stock (AMGN)	0.0	$3.5k		11.00	313.64	View chart
Walgreens Boots Alliance Common Stock (WBA)	0.0	$3.2k	+4%	358.00	8.95	View chart
Pitney Bowes Common Stock (PBI)	0.0	$2.9k		402.00	7.13	View chart
General Mls Common Stock (GIS)	0.0	$2.7k	+2%	37.00	73.89	View chart
Roblox Corp Class A Common Stock (RBLX)	0.0	$2.2k		50.00	44.26	View chart
Southern Common Stock (SO)	0.0	$1.9k		21.00	91.90	View chart
Wabtec Common Stock (WAB)	0.0	$1.6k		9.00	181.78	View chart
Lam Resh Corp Class Equity Common Stock (LRCX)	0.0	$1.6k	NEW	2.00	816.00	View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY)	0.0	$1.5k	NEW	10.00	153.60	View chart
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY)	0.0	$1.5k	+112%	100.00	14.92	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.5k		7.00	209.57	View chart
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY)	0.0	$1.2k	NEW	5.00	247.00	View chart
Zoom Video Communicationclass A Common Stock (ZM)	0.0	$349.000000		5.00	69.80	View chart
Viatris Common Stock (VTRS)	0.0	$215.999600	+5%	19.00	11.37	View chart
Quince Therapeutics Common Stock (QNCX)	0.0	$78.000000		100.00	0.78	View chart
Globalstar Common Stock (GSAT)	0.0	$66.997800		54.00	1.24	View chart
Bath & Body Wks Common Stock (BBWI)	0.0	$0		0	0.00	View chart

Past Filings by Financial Avengers

SEC 13F filings are viewable for Financial Avengers going back to 2020

Financial Avengers 2024 Q3 filed Nov. 18, 2024
Financial Avengers 2024 Q1 filed May 13, 2024
Financial Avengers 2023 Q3 filed Nov. 15, 2023
Financial Avengers 2023 Q2 filed Aug. 7, 2023
Financial Avengers 2023 Q1 filed May 12, 2023
Financial Avengers 2022 Q4 filed Feb. 6, 2023
Financial Avengers 2022 Q3 filed Nov. 7, 2022
Financial Avengers 2022 Q2 filed Aug. 16, 2022
Financial Avengers 2022 Q1 filed May 11, 2022
Financial Avengers 2021 Q4 filed Feb. 8, 2022
Financial Avengers 2021 Q3 filed Nov. 1, 2021
Financial Avengers 2021 Q2 filed Aug. 13, 2021
Financial Avengers 2021 Q1 filed May 14, 2021
Financial Avengers 2020 Q4 filed Feb. 5, 2021

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