Financial Avengers

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Financial Avengers

Financial Avengers holds 161 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common Stock (AMZN) 13.1 $28M 127k 219.39
 View chart
Nvidia Corp Common Stock (NVDA) 12.9 $27M 203k 134.29
 View chart
Apple Common Stock (AAPL) 11.9 $25M -10% 101k 250.42
 View chart
Berkshire Hathawayclassb Common Stock (BRK.B) 8.2 $17M 38k 453.28
 View chart
Alphabet Incclassc Common Stock (GOOG) 8.0 $17M 89k 190.44
 View chart
American Express Common Stock (AXP) 5.8 $12M -5% 41k 296.79
 View chart
Charles Schwab Corp Common Stock (SCHW) 5.6 $12M -5% 159k 74.01
 View chart
Bank Of America Corp Common Stock (BAC) 4.1 $8.7M -10% 197k 43.95
 View chart
Microsoft Corp Common Stock (MSFT) 3.2 $6.7M 16k 421.50
 View chart
Johnson & Johnson Common Stock (JNJ) 3.0 $6.5M +2% 45k 144.62
 View chart
Procter & Gamble Common Stock (PG) 3.0 $6.4M 38k 167.65
 View chart
Disney Walt Common Stock (DIS) 2.7 $5.7M +3% 51k 111.35
 View chart
Shopify Incfclassa Foreign Canadian (SHOP) 2.2 $4.7M +2% 45k 106.33
 View chart
Ford Mtr Co Del Common Stock (F) 2.1 $4.5M -3% 459k 9.90
 View chart
Starbucks Corp Common Stock (SBUX) 1.8 $3.8M 42k 91.25
 View chart
Verizon Communications I Common Stock (VZ) 1.5 $3.2M +15% 80k 39.99
 View chart
Tesla Common Stock (TSLA) 1.5 $3.1M -17% 7.7k 403.84
 View chart
Adobe Common Stock (ADBE) 1.3 $2.7M +7% 6.1k 444.68
 View chart
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG) 0.9 $2.0M +99% 39k 50.28
 View chart
Alphabet Incclassa Common Stock (GOOGL) 0.7 $1.6M 8.2k 189.30
 View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 0.7 $1.5M +48% 20k 71.91
 View chart
Kenvue Common Stock (KVUE) 0.7 $1.4M +43% 67k 21.35
 View chart
Pfizer Common Stock (PFE) 0.7 $1.4M +88% 53k 26.53
 View chart
Eli Lilly And Common Stock (LLY) 0.5 $1.1M -2% 1.5k 771.89
 View chart
3M Common Stock (MMM) 0.3 $715k +474% 5.5k 129.09
 View chart
Berkshire Htwy Aclassa Common Stock 0.3 $681k -99% 1.00 680920.00
 View chart
Advanced Micro Device In Common Stock (AMD) 0.3 $629k -8% 5.2k 120.79
 View chart
Meta Platforms Incclassa Common Stock (META) 0.3 $549k -7% 937.00 585.75
 View chart
Costco Whsl Corp Common Stock (COST) 0.1 $281k 307.00 915.69
 View chart
Automatic Data Processin Common Stock (ADP) 0.1 $251k -5% 859.00 292.60
 View chart
Visa Incclassa Common Stock (V) 0.1 $214k 678.00 316.01
 View chart
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $209k 872.00 239.75
 View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps1ord American Depository (RYCEY) 0.1 $203k +32% 29k 7.11
 View chart
Unitedhealth Group Common Stock (UNH) 0.1 $202k -5% 400.00 506.10
 View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $164k 1.8k 92.35
 View chart
At&t Common Stock (T) 0.1 $157k 6.9k 22.77
 View chart
Cisco Sys Common Stock (CSCO) 0.1 $144k -19% 2.4k 59.21
 View chart
Netflix Common Stock (NFLX) 0.1 $138k 155.00 891.32
 View chart
Ge Aerospace Common Stock (GE) 0.1 $135k 809.00 166.84
 View chart
Home Depot Common Stock (HD) 0.1 $134k 343.00 389.23
 View chart
Fortinet Common Stock (FTNT) 0.1 $132k -6% 1.4k 94.48
 View chart
Nv5 Global Common Stock (NVEE) 0.1 $128k +300% 6.8k 18.84
 View chart
Gilead Sciences Common Stock (GILD) 0.1 $123k 1.3k 92.39
 View chart
Ibm Corp Common Stock (IBM) 0.1 $119k 542.00 219.87
 View chart
Broadcom Common Stock (AVGO) 0.1 $110k 472.00 232.01
 View chart
Texas Instrs Common Stock (TXN) 0.0 $102k 544.00 187.64
 View chart
Dropbox Inc Classa Common Stock (DBX) 0.0 $102k 3.4k 30.04
 View chart
American Elec Pwr Common Stock (AEP) 0.0 $94k 1.0k 92.24
 View chart
Nike Incclassb Common Stock (NKE) 0.0 $93k 1.2k 75.69
 View chart
Takeda Pharmaceuticalfsponsored Adr 1 Adr Reps0.5ord American Depository (TAK) 0.0 $82k 6.2k 13.24
 View chart
Autodesk Common Stock (ADSK) 0.0 $82k +39% 278.00 295.57
 View chart
Lendingclub Corp Common Stock (LC) 0.0 $81k -28% 5.0k 16.19
 View chart
Abbott Labs Common Stock (ABT) 0.0 $81k -13% 716.00 113.05
 View chart
Ge Vernova Common Stock (GEV) 0.0 $80k +11% 243.00 328.93
 View chart
Thermo Fisher Scientific Common Stock (TMO) 0.0 $78k 151.00 519.33
 View chart
Clorox Common Stock (CLX) 0.0 $74k +32% 457.00 162.51
 View chart
Intuitive Surgical Common Stock (ISRG) 0.0 $68k 130.00 521.96
 View chart
Iron Mtn Inc Newreit Real Estate Investme (IRM) 0.0 $62k 592.00 105.13
 View chart
Corning Common Stock (GLW) 0.0 $61k 1.3k 47.54
 View chart
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $60k 150.00 402.70
 View chart
The Coca-cola Common Stock (KO) 0.0 $56k 906.00 62.29
 View chart
First Solar Common Stock (FSLR) 0.0 $54k 308.00 176.24
 View chart
Walmart Common Stock (WMT) 0.0 $53k 583.00 90.40
 View chart
Microchip Technology Common Stock (MCHP) 0.0 $52k 912.00 57.34
 View chart
Motley Fool Globalopportunities Etf Uit Exchange Traded (TMFG) 0.0 $48k +13% 1.7k 28.33
 View chart
Pepsico Common Stock (PEP) 0.0 $44k 290.00 152.20
 View chart
Consolidated Edison Common Stock (ED) 0.0 $43k 476.00 89.26
 View chart
Danaher Corp Common Stock (DHR) 0.0 $42k 184.00 229.85
 View chart
Oneok Common Stock (OKE) 0.0 $42k 415.00 100.40
 View chart
Intel Corp Common Stock (INTC) 0.0 $41k -98% 2.0k 20.05
 View chart
Equity Residentialreit Real Estate Investme (EQR) 0.0 $39k 536.00 71.76
 View chart
Ss&c Technologies Hldgs Common Stock (SSNC) 0.0 $38k 504.00 75.81
 View chart
Unilever Plc Fsponsored Adr 1 Adr Reps1ord American Depository (UL) 0.0 $34k 594.00 56.67
 View chart
Merck & Co Common Stock (MRK) 0.0 $33k 329.00 99.41
 View chart
Target Corp Class Equity Common Stock (TGT) 0.0 $32k 239.00 134.94
 View chart
Ishares Us Financial Seretf Uit Exchange Traded (IYG) 0.0 $31k 400.00 77.81
 View chart
Enbridge Inc F Foreign Canadian (ENB) 0.0 $29k 690.00 42.43
 View chart
Select Sector Healthcare Spdr Etf Uit Exchange Traded (XLV) 0.0 $28k 205.00 137.56
 View chart
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $28k 1.5k 18.35
 View chart
Antero Res Corp Common Stock (AR) 0.0 $28k 800.00 35.05
 View chart
Ebay Common Stock (EBAY) 0.0 $28k 443.00 61.98
 View chart
Hershey Common Stock (HSY) 0.0 $27k 158.00 169.63
 View chart
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $26k 926.00 28.42
 View chart
Williams Cos Common Stock (WMB) 0.0 $26k 485.00 54.12
 View chart
Applied Matls Common Stock (AMAT) 0.0 $26k 160.00 162.91
 View chart
Evergy Common Stock (EVRG) 0.0 $26k 420.00 61.62
 View chart
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $25k 201.00 124.82
 View chart
Union Pac Corp Common Stock (UNP) 0.0 $25k 110.00 227.73
 View chart
Asml Hldg N Vfsponsored Adr 1 Adr Reps1ord American Depository (ASML) 0.0 $24k +40% 35.00 693.09
 View chart
Technology Select Sectorspdr Etf Iv Uit Exchange Traded (XLK) 0.0 $24k 101.00 232.89
 View chart
Honeywell Intl Common Stock (HON) 0.0 $24k -32% 104.00 225.89
 View chart
Agnico Eagle Mines Ltd F Foreign Canadian (AEM) 0.0 $24k 300.00 78.21
 View chart
Mongodb Inc Classa Common Stock (MDB) 0.0 $23k 100.00 232.81
 View chart
Eqt Corp Common Stock (EQT) 0.0 $23k -50% 500.00 46.11
 View chart
Us Bancorp Del Common Stock (USB) 0.0 $22k 453.00 47.86
 View chart
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $21k 773.00 27.40
 View chart
Levi Strauss & Co New Classa Common Stock (LEVI) 0.0 $21k 1.2k 17.30
 View chart
Veeva Sys Inc Classa Common Stock (VEEV) 0.0 $21k 100.00 210.25
 View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps5ord American Depository (TSM) 0.0 $21k 105.00 197.49
 View chart
Pure Storage Incclassa Common Stock (PSTG) 0.0 $21k 334.00 61.43
 View chart
Peoples Bancorp Common Stock (PEBO) 0.0 $19k -13% 601.00 31.69
 View chart
Palantir Technologies Inclassa Common Stock (PLTR) 0.0 $19k 250.00 75.63
 View chart
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $18k 234.00 78.05
 View chart
Silvercrest Metals Inc F Foreign Canadian (SILV) 0.0 $18k 2.0k 9.10
 View chart
Caterpillar Common Stock (CAT) 0.0 $18k 50.00 362.76
 View chart
Suncor Energy Inc Newf Foreign Canadian (SU) 0.0 $17k 470.00 35.68
 View chart
General Mtrs Common Stock (GM) 0.0 $16k 299.00 53.25
 View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $16k 65.00 242.12
 View chart
Omnicell Common Stock (OMCL) 0.0 $16k 350.00 44.52
 View chart
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $15k 254.00 60.49
 View chart
Nisource Common Stock (NI) 0.0 $15k 405.00 36.80
 View chart
Morgan Stanley Common Stock (MS) 0.0 $15k 117.00 125.72
 View chart
Uber Technologies Common Stock (UBER) 0.0 $14k 234.00 60.32
 View chart
Edison Intl Common Stock (EIX) 0.0 $14k 174.00 79.89
 View chart
Yum Brands Common Stock (YUM) 0.0 $14k 103.00 133.57
 View chart
Cummins Common Stock (CMI) 0.0 $14k 39.00 350.26
 View chart
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $13k 200.00 66.46
 View chart
Antero Midstream Corp Common Stock (AM) 0.0 $13k 850.00 15.09
 View chart
Csx Corp Common Stock (CSX) 0.0 $11k 341.00 32.27
 View chart
Mastercard Incclassa Common Stock (MA) 0.0 $11k 20.00 538.80
 View chart
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $11k 58.00 184.74
 View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps1ord American Depository (TCOM) 0.0 $10k 150.00 68.66
 View chart
Public Storagereit Real Estate Investme (PSA) 0.0 $10k 34.00 301.59
 View chart
Airbnb Incclassa Common Stock (ABNB) 0.0 $9.9k 75.00 131.41
 View chart
Chevron Corp Common Stock (CVX) 0.0 $9.8k 68.00 144.79
 View chart
Paypal Hldgs Common Stock (PYPL) 0.0 $9.8k 115.00 85.35
 View chart
Vanguard Informationtechnolo Etf Iv Uit Exchange Traded (VGT) 0.0 $8.8k 14.00 628.21
 View chart
Coty Incclassa Common Stock (COTY) 0.0 $8.6k 1.2k 6.96
 View chart
Abbvie Common Stock (ABBV) 0.0 $8.5k -72% 48.00 177.46
 View chart
Kyndryl Hldgs Common Stock (KD) 0.0 $7.9k 229.00 34.60
 View chart
Bristol Myers Squibb Common Stock (BMY) 0.0 $7.4k 131.00 56.57
 View chart
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $7.4k 219.00 33.74
 View chart
Amphenol Corp New Classa Common Stock (APH) 0.0 $7.1k 103.00 69.16
 View chart
Carters Common Stock (CRI) 0.0 $6.9k 128.00 54.13
 View chart
Smucker J M Common Stock (SJM) 0.0 $6.0k 55.00 109.82
 View chart
Warner Bros Discovery In Common Stock (WBD) 0.0 $5.1k 485.00 10.57
 View chart
Bank Montreal Quef Foreign Canadian (BMO) 0.0 $4.9k 50.00 97.06
 View chart
Box Inc Classa Common Stock (BOX) 0.0 $4.7k 150.00 31.60
 View chart
Southwest Airls Common Stock (LUV) 0.0 $4.7k 139.00 33.52
 View chart
Qorvo Common Stock (QRVO) 0.0 $4.5k 65.00 69.92
 View chart
Carlisle Cos Common Stock (CSL) 0.0 $4.2k 11.00 381.27
 View chart
Lyft Incclassa Common Stock (LYFT) 0.0 $3.9k 300.00 12.90
 View chart
Lumen Technologies Common Stock (LUMN) 0.0 $3.8k 717.00 5.31
 View chart
American Intl Group Common Stock (AIG) 0.0 $3.5k 48.00 72.60
 View chart
Walgreens Boots Alliance Common Stock (WBA) 0.0 $3.4k +2% 367.00 9.33
 View chart
Pitney Bowes Common Stock (PBI) 0.0 $2.9k 405.00 7.24
 View chart
Roblox Corp Classa Common Stock (RBLX) 0.0 $2.9k 50.00 57.86
 View chart
Amgen Common Stock (AMGN) 0.0 $2.8k 11.00 255.82
 View chart
Medical Pptys Tr Increit Real Estate Investme (MPW) 0.0 $2.5k 634.00 3.95
 View chart
General Mls Common Stock (GIS) 0.0 $2.4k 37.00 64.38
 View chart
Southern Common Stock (SO) 0.0 $1.8k +4% 22.00 80.73
 View chart
Wabtec Common Stock (WAB) 0.0 $1.7k 9.00 189.56
 View chart
T-mobile Us Common Stock (TMUS) 0.0 $1.6k 7.00 225.00
 View chart
Prada S P Afsponsored Adr 1 Adr Reps2ord American Depository (PRDSY) 0.0 $1.5k 100.00 14.51
 View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps0.2ord American Depository (LVMUY) 0.0 $1.3k 10.00 130.70
 View chart
Hermes Intl Scafsponsored Adr 1 Adr Reps0.1ord American Depository (HESAY) 0.0 $1.2k 5.00 239.00
 View chart
Zoom Communications Inc Classa Common Stock (ZM) 0.0 $408.000000 5.00 81.60
 View chart
Viatris Common Stock (VTRS) 0.0 $234.000200 19.00 12.32
 View chart
Quince Therapeutics Common Stock (QNCX) 0.0 $187.000000 100.00 1.87
 View chart
Globalstar Common Stock (GSAT) 0.0 $112.001400 54.00 2.07
 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