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Financial Avengers

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

Top 5 stock holdings are NVDA, AMZN, AAPL, GOOG, BRK.B, and represent 52.49% of Financial Avengers's stock portfolio.
Added to shares of these 10 stocks: USIG, BND, RYCEY, PFE, ADBE, TIC, VZ, GOOGL, KVUE, SBUX.
Started 3 new stock positions in MVIS, Walgreens Boots Alliance, TIC.
Reduced shares in these 10 stocks: NVDA, AMZN, GOOG, AAPL, BRK.B, SCHW, BAC, AXP, MSFT, NVEE.
Sold out of its positions in BBWI, EVRG, NVEE, Walgreen Boots Alliance.
Financial Avengers was a net seller of stock by $-5.1M.
Financial Avengers has $233M in assets under management (AUM), dropping by 7.95%.
Central Index Key (CIK): 0001844393

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Portfolio Holdings for Financial Avengers

Financial Avengers holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	14.9	$35M	-3%	186k	186.58	View chart
Amazon.com Common Stock (AMZN)	10.8	$25M	-4%	114k	219.57	View chart
Apple Common Stock (AAPL)	10.0	$23M	-3%	92k	254.63	View chart
Alphabet Inc Class C Common Stock (GOOG)	8.7	$20M	-5%	83k	243.55	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	8.1	$19M	-2%	37k	502.74	View chart
Charles Schwab Corp Common Stock (SCHW)	6.1	$14M	-3%	149k	95.47	View chart
American Express Common Stock (AXP)	5.6	$13M	-3%	39k	332.16	View chart
Bank Of America Corp Common Stock (BAC)	4.0	$9.4M	-4%	182k	51.59	View chart
Johnson & Johnson Common Stock (JNJ)	3.9	$9.1M		49k	185.42	View chart
Microsoft Corp Common Stock (MSFT)	3.5	$8.2M	-2%	16k	517.95	View chart
Shopify Inc Fclass Class A Foreign Canadian (SHOP)	2.9	$6.7M		45k	148.61	View chart
Disney Walt Common Stock (DIS)	2.5	$5.8M		50k	114.50	View chart
Procter & Gamble Common Stock (PG)	2.5	$5.7M	-2%	37k	153.65	View chart
Verizon Communications I Common Stock (VZ)	1.8	$4.2M	+2%	96k	43.95	View chart
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)	1.6	$3.8M	+13%	73k	52.22	View chart
Starbucks Corp Common Stock (SBUX)	1.6	$3.7M	+2%	44k	84.60	View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)	1.3	$3.1M	+15%	41k	74.37	View chart
Adobe Common Stock (ADBE)	1.3	$2.9M	+5%	8.3k	353.60	View chart
Tesla Common Stock (TSLA)	1.1	$2.6M		5.9k	444.72	View chart
Pfizer Common Stock (PFE)	1.1	$2.5M	+9%	98k	25.48	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	0.8	$2.0M	+5%	8.1k	243.10	View chart
Kenvue Common Stock (KVUE)	0.7	$1.7M	+5%	107k	16.23	View chart
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A)	0.6	$1.5M		2.00	754200.00	View chart
3M Common Stock (MMM)	0.6	$1.5M	+5%	9.6k	155.18	View chart
Eli Lilly And Common Stock (LLY)	0.5	$1.1M	-10%	1.4k	763.25	View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY)	0.5	$1.1M	+32%	66k	16.20	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$750k	+8%	1.0k	734.14	View chart
Advanced Micro Devic Common Stock (AMD)	0.2	$485k	-19%	3.0k	161.79	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$285k		308.00	925.48	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$256k		872.00	293.44	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$254k		806.00	315.28	View chart
Ge Aerospace Common Stock (GE)	0.1	$245k		813.00	300.80	View chart
Visa Inc Class A Common Stock (V)	0.1	$233k		681.00	341.52	View chart
At&t Common Stock (T)	0.1	$199k		7.1k	28.24	View chart
Ibm Corp Common Stock (IBM)	0.1	$156k		552.00	282.37	View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL)	0.1	$151k		1.7k	90.73	View chart
Ge Vernova Common Stock (GEV)	0.1	$150k		243.00	615.56	View chart
Gilead Sciences Common Stock (GILD)	0.1	$146k		1.3k	110.99	View chart
Netflix Common Stock (NFLX)	0.1	$144k	+4%	120.00	1198.92	View chart
Cisco Sys Common Stock (CSCO)	0.1	$137k		2.0k	68.43	View chart
Home Depot Common Stock (HD)	0.1	$130k		321.00	405.24	View chart
Acuren Corp Common Stock (TIC)	0.1	$120k	NEW	9.0k	13.31	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$114k		331.00	345.06	View chart
Fortinet Common Stock (FTNT)	0.0	$101k		1.2k	84.08	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$100k		8.4k	11.96	View chart
Abbott Labs Common Stock (ABT)	0.0	$97k		725.00	133.99	View chart
Texas Instrs Common Stock (TXN)	0.0	$97k		529.00	183.62	View chart
Dropbox Inc Class A Common Stock (DBX)	0.0	$88k	-14%	2.9k	30.21	View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY)	0.0	$84k	+452%	690.00	122.31	View chart
Autodesk Common Stock (ADSK)	0.0	$79k	-10%	250.00	317.67	View chart
Nike Inc Class Class B Common Stock (NKE)	0.0	$78k		1.1k	69.74	View chart
Broadcom Common Stock (AVGO)	0.0	$76k		229.00	330.03	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$73k		151.00	485.47	View chart
Corning Common Stock (GLW)	0.0	$65k		794.00	82.05	View chart
American Elec Pwr Common Stock (AEP)	0.0	$62k	-7%	555.00	112.46	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$62k		607.00	101.93	View chart
Lendingclub Corp Common Stock (LC)	0.0	$61k		4.0k	15.19	View chart
Walmart Common Stock (WMT)	0.0	$58k		567.00	103.05	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$58k		60.00	968.08	View chart
Clorox Common Stock (CLX)	0.0	$58k		470.00	123.29	View chart
Microchip Technology Common Stock (MCHP)	0.0	$55k	-7%	856.00	64.24	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$54k		120.00	447.23	View chart
First Solar Common Stock (FSLR)	0.0	$52k	-17%	236.00	220.53	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.0	$49k	-10%	125.00	391.64	View chart
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG)	0.0	$46k		1.6k	29.94	View chart
The Coca-cola Common Stock (KO)	0.0	$43k	-26%	647.00	66.33	View chart
Pepsico Common Stock (PEP)	0.0	$42k		300.00	140.53	View chart
Ebay Common Stock (EBAY)	0.0	$41k		448.00	90.98	View chart
American Healthcare Reitreit Real Estate Investme (AHR)	0.0	$39k		926.00	42.01	View chart
Intel Corp Common Stock (INTC)	0.0	$39k	+9%	1.1k	33.55	View chart
Danaher Corp Common Stock (DHR)	0.0	$37k		185.00	198.31	View chart
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$37k	-25%	2.5k	14.64	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$36k		603.00	59.32	View chart
Equity Residential Reit Real Estate Investme (EQR)	0.0	$36k		552.00	64.77	View chart
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC)	0.0	$31k		1.5k	20.33	View chart
Hershey Common Stock (HSY)	0.0	$30k	-5%	160.00	187.04	View chart
Veeva Sys Inc Class A Common Stock (VEEV)	0.0	$30k		100.00	297.91	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.0	$29k		105.00	279.29	View chart
Levi Strauss & Co New Class A Common Stock (LEVI)	0.0	$29k		1.3k	23.30	View chart
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV)	0.0	$29k		208.00	138.97	View chart
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)	0.0	$29k		102.00	280.83	View chart
Union Pac Corp Common Stock (UNP)	0.0	$26k		112.00	235.88	View chart
Mongodb Inc Class A Common Stock (MDB)	0.0	$25k	-5%	80.00	310.38	View chart
Caterpillar Common Stock (CAT)	0.0	$24k		50.00	478.90	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.0	$23k		65.00	355.48	View chart
Us Bancorp Del Common Stock (USB)	0.0	$23k		469.00	48.29	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$23k		798.00	28.32	View chart
Target Corp Equity Class Equity Common Stock (TGT)	0.0	$22k		247.00	89.55	View chart
Applied Matls Common Stock (AMAT)	0.0	$21k		104.00	204.89	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$19k		625.00	29.99	View chart
General Mtrs Common Stock (GM)	0.0	$18k		301.00	61.03	View chart
Nisource Common Stock (NI)	0.0	$18k		414.00	43.29	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.0	$18k	-50%	200.00	88.84	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$18k		234.00	75.08	View chart
Cummins Common Stock (CMI)	0.0	$17k		40.00	420.43	View chart
Yum Brands Common Stock (YUM)	0.0	$16k		104.00	152.00	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$15k		256.00	56.84	View chart
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE)	0.0	$14k		201.00	69.87	View chart
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV)	0.0	$14k		101.00	137.53	View chart
Amphenol Corp New Class A Common Stock (APH)	0.0	$13k		103.00	124.06	View chart
Csx Corp Common Stock (CSX)	0.0	$12k		345.00	35.54	View chart
Merck & Co Common Stock (MRK)	0.0	$12k		144.00	83.99	View chart
Mastercard Inc Class A Common Stock (MA)	0.0	$12k		21.00	556.52	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$12k		60.00	191.92	View chart
Abbvie Common Stock (ABBV)	0.0	$11k		49.00	232.35	View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM)	0.0	$11k		150.00	75.20	View chart
Chevron Corp Common Stock (CVX)	0.0	$11k		70.00	155.93	View chart
Omnicell Common Stock (OMCL)	0.0	$11k		350.00	30.45	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	0.0	$11k		14.00	757.07	View chart
Public Storage Reit Real Estate Investme (PSA)	0.0	$10k		35.00	291.46	View chart
Edison Intl Common Stock (EIX)	0.0	$10k		182.00	55.38	View chart
Warner Bros Discovery In Common Stock (WBD)	0.0	$9.5k		485.00	19.53	View chart
Ishares Russell 2000 Value Etf Uit Exchange Traded (IWN)	0.0	$9.4k		53.00	176.81	View chart
Lyft Inc Class A Common Stock (LYFT)	0.0	$8.8k	+33%	400.00	22.01	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$8.4k	+21%	279.00	30.03	View chart
Stag Indl Inc Reit Real Estate Investme (STAG)	0.0	$8.0k		226.00	35.22	View chart
Consolidated Edison Common Stock (ED)	0.0	$7.9k	-83%	79.00	100.47	View chart
Roblox Corp Class A Common Stock (RBLX)	0.0	$6.9k		50.00	138.52	View chart
Bank Montreal Que F Foreign Canadian (BMO)	0.0	$6.5k		50.00	130.26	View chart
Smucker J M Common Stock (SJM)	0.0	$6.1k		56.00	109.52	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$6.1k		136.00	45.07	View chart
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY)	0.0	$6.1k		25.00	245.12	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$6.1k		50.00	121.42	View chart
Amgen Common Stock (AMGN)	0.0	$6.0k		21.00	286.19	View chart
Coty Inc Class A Common Stock (COTY)	0.0	$5.0k		1.2k	4.04	View chart
Box Inc Class A Common Stock (BOX)	0.0	$4.8k		150.00	32.27	View chart
Pitney Bowes Common Stock (PBI)	0.0	$4.7k		413.00	11.40	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$4.4k		717.00	6.12	View chart
American Intl Group Common Stock (AIG)	0.0	$3.8k	+2%	49.00	77.96	View chart
Carters Common Stock (CRI)	0.0	$3.7k		133.00	28.13	View chart
Medical Pptys Tr Inc Reit Real Estate Investme (MPW)	0.0	$3.4k		670.00	5.07	View chart
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY)	0.0	$2.4k		200.00	11.99	View chart
General Mills Common Stock (GIS)	0.0	$1.9k	+2%	39.00	49.90	View chart
Wabtec Common Stock (WAB)	0.0	$1.8k		9.00	200.44	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.7k		7.00	246.57	View chart
Microvision Inc Del Common Stock (MVIS)	0.0	$1.2k	NEW	1.0k	1.24	View chart
Zoom Communications Inc Class A Common Stock (ZM)	0.0	$413.000000		5.00	82.60	View chart
Viatris Common Stock (VTRS)	0.0	$193.000100		19.00	10.16	View chart
Globalstar Common Stock (GSAT)	0.0	$108.999900		3.00	36.33	View chart
Walgreens Boots Alliance Common Stock	0.0	$0	NEW	367.00	0.00	View chart

Past Filings by Financial Avengers

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

Financial Avengers 2025 Q3 filed Nov. 17, 2025
Financial Avengers 2025 Q2 filed Aug. 13, 2025
Financial Avengers 2025 Q1 filed May 15, 2025
Financial Avengers 2025 Q1 restated filed May 15, 2025
Financial Avengers 2024 Q4 filed Feb. 18, 2025
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

View all past filings

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