Financial Avengers

Financial Avengers as of March 31, 2022

Portfolio Holdings for Financial Avengers

Financial Avengers holds 157 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common Stock (AMZN) 13.6 $22M 6.7k 3259.88
Apple Common Stock (AAPL) 13.4 $22M 123k 174.74
Berkshire Hathaway Class B Common Stock (BRK.B) 9.0 $14M 41k 353.35
Charles Schwab Corp Common Stock (SCHW) 8.2 $13M 155k 84.34
Alphabet Inc. Class C Common Stock (GOOG) 8.0 $13M 4.6k 2792.72
Bank Of America Corp Common Stock (BAC) 5.0 $8.0M 194k 41.22
American Express Common Stock (AXP) 5.0 $7.9M 43k 187.13
Ford Motor Common Stock (F) 4.8 $7.6M 451k 16.91
Johnson & Johnson Common Stock (JNJ) 4.4 $7.0M 39k 177.23
Tesla Common Stock (TSLA) 4.0 $6.4M 5.9k 1077.52
Nvidia Corp Common Stock (NVDA) 3.6 $5.8M 21k 272.85
Walt Disney Common Stock (DIS) 3.5 $5.6M 41k 137.15
Procter & Gamble Common Stock (PG) 3.3 $5.2M 34k 152.80
Intel Corp Common Stock (INTC) 3.0 $4.8M 96k 49.55
Microsoft Corp Common Stock (MSFT) 2.4 $3.9M 13k 308.34
Starbucks Corp Common Stock (SBUX) 1.2 $2.0M 22k 90.99
Verizon Communicatn Common Stock (VZ) 1.2 $1.9M 37k 50.93
Alphabet Inc. Class A Common Stock (GOOGL) 0.5 $852k 306.00 2784.31
Shopify Inc Fclass A Foreign Canadian (SHOP) 0.5 $850k 1.3k 676.21
Paypal Holdings Incorpor Common Stock (PYPL) 0.5 $821k 7.1k 115.68
Adobe Common Stock (ADBE) 0.5 $793k 1.7k 455.49
Berkshire Hathaway Class Common Stock (BRK.A) 0.3 $529k 1.00 529000.00
Advanced Micro Devic Common Stock (AMD) 0.3 $440k 4.0k 109.26
Airbnb Inc Class A Common Stock (ABNB) 0.2 $399k 2.3k 173.86
Pfizer Common Stock (PFE) 0.2 $329k 6.4k 51.73
Dropbox Common Stock (DBX) 0.2 $280k 12k 23.23
Auto Data Processing Common Stock (ADP) 0.1 $227k 998.00 227.45
Enterprise Prods Part Limited Partnershp (EPD) 0.1 $212k 8.2k 25.85
Svb Finl Group Common Stock (SIVBQ) 0.1 $196k 350.00 560.00
Unitedhealth Grp Common Stock (UNH) 0.1 $175k 343.00 510.20
Fortinet Common Stock (FTNT) 0.1 $171k 500.00 342.00
Nike Inc Class B Common Stock (NKE) 0.1 $159k 1.2k 134.86
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.1 $158k 350.00 451.43
Meta Platforms Inc Class A Common Stock (META) 0.1 $136k 613.00 221.86
Costco Wholesale Common Stock (COST) 0.1 $129k 224.00 575.89
Ishares International Sel Div Etf Uit Exchange Traded (IDV) 0.1 $127k 4.0k 31.75
Lilly Eli & Co Common Stock (LLY) 0.1 $127k 443.00 286.68
Lendingclub Corp Common Stock (LC) 0.1 $119k 7.5k 15.84
Abbott Laboratories Common Stock (ABT) 0.1 $117k 990.00 118.18
Arch Cap Group Ltd F Foreign Ordinaries (ACGL) 0.1 $110k 2.3k 48.25
Visa Inc Class A Common Stock (V) 0.1 $109k 494.00 220.65
Home Depot Common Stock (HD) 0.1 $105k 349.00 300.86
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $97k 713.00 136.04
Vertex Pharmaceutica Common Stock (VRTX) 0.1 $91k 350.00 260.00
Lyft Inc Class A Common Stock (LYFT) 0.0 $79k 2.1k 38.54
Citigroup Common Stock (C) 0.0 $76k 1.4k 53.71
Netflix Common Stock (NFLX) 0.0 $71k 190.00 373.68
Gilead Sciences Common Stock (GILD) 0.0 $71k 1.2k 59.51
General Electric Common Stock (GE) 0.0 $68k 747.00 91.03
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV) 0.0 $68k 500.00 136.00
A T & T Common Stock (T) 0.0 $67k 2.8k 23.70
Texas Instruments Common Stock (TXN) 0.0 $66k 362.00 182.32
Omnicell Common Stock (OMCL) 0.0 $65k 500.00 130.00
Microchip Technology Common Stock (MCHP) 0.0 $65k 862.00 75.41
Activision Blizzard Common Stock 0.0 $61k 761.00 80.16
Mongodb Inc Class A Common Stock (MDB) 0.0 $60k 135.00 444.44
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $55k 1.9k 29.38
Ss&c Technologs Hldg Common Stock (SSNC) 0.0 $53k 702.00 75.50
Danaher Corp Common Stock (DHR) 0.0 $53k 182.00 291.21
Ibm Corp Common Stock (IBM) 0.0 $52k 399.00 130.33
Zynga Inc Class A Common Stock 0.0 $51k 5.5k 9.27
The Coca-cola Common Stock (KO) 0.0 $49k 798.00 61.40
Target Corp Common Stock (TGT) 0.0 $47k 220.00 213.64
Pepsico Common Stock (PEP) 0.0 $47k 281.00 167.26
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK) 0.0 $47k 295.00 159.32
Equity Residential Reit Real Estate Investme (EQR) 0.0 $43k 481.00 89.40
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $43k 401.00 107.23
Consolidated Edison Common Stock (ED) 0.0 $41k 433.00 94.69
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM) 0.0 $39k 349.00 111.75
Intuitive Surgical Common Stock (ISRG) 0.0 $39k 130.00 300.00
Spdr Doubleline Ttl Rtrnttcl Etf Uit Exchange Traded (TOTL) 0.0 $38k 850.00 44.71
Comcast Corp Class A Common Stock (CMCSA) 0.0 $37k 780.00 47.44
U S Bancorp Common Stock (USB) 0.0 $37k 700.00 52.86
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA) 0.0 $35k 726.00 48.21
Hasbro Common Stock (HAS) 0.0 $35k 425.00 82.35
Evergy Common Stock (EVRG) 0.0 $34k 499.00 68.14
American Health Care Reit Inc Class I Real Estate Investme (AHTR) 0.0 $34k 3.7k 9.17
Hershey Common Stock (HSY) 0.0 $32k 149.00 214.77
Iron Mtn Common Stock (IRM) 0.0 $29k 529.00 54.82
Walmart Common Stock (WMT) 0.0 $28k 187.00 149.73
Merck & Co Common Stock (MRK) 0.0 $27k 330.00 81.82
General Motors Common Stock (GM) 0.0 $26k 602.00 43.19
Lumen Technologies Common Stock (LUMN) 0.0 $25k 2.2k 11.45
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $25k 213.00 117.37
Spotify Technology F Foreign Ordinaries (SPOT) 0.0 $23k 150.00 153.33
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $22k 1.1k 19.47
Applied Materials Common Stock (AMAT) 0.0 $21k 156.00 134.62
Veeva Systems Inc Class A Common Stock (VEEV) 0.0 $21k 100.00 210.00
Clorox Common Stock (CLX) 0.0 $20k 140.00 142.86
Beyond Meat Common Stock (BYND) 0.0 $20k 420.00 47.62
Sila Realty Trust Inc Class A Real Estate Investme 0.0 $19k 2.3k 8.26
First Solar Common Stock (FSLR) 0.0 $19k 225.00 84.44
Peoples Bancorp Common Stock (PEBO) 0.0 $19k 606.00 31.35
Ebay Common Stock (EBAY) 0.0 $18k 314.00 57.32
Alliancebernstein Glbl H Closed End Mutl Fund (AWF) 0.0 $18k 1.6k 11.22
Qualcomm Common Stock (QCOM) 0.0 $17k 111.00 153.15
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $17k 1.0k 17.00
Sherwin Williams Common Stock (SHW) 0.0 $17k 70.00 242.86
Chevron Corp Common Stock (CVX) 0.0 $17k 104.00 163.46
Public Storage Reit Real Estate Investme (PSA) 0.0 $16k 40.00 400.00
Cdk Global Common Stock 0.0 $15k 300.00 50.00
Kbs Growth & Income Reit Inc Class A Real Estate Investme (KBSG) 0.0 $15k 4.6k 3.28
Brookfield Infrastruc Limited Partnershp (BIP) 0.0 $14k 206.00 67.96
Prologis Inc. Reit Real Estate Investme (PLD) 0.0 $14k 85.00 164.71
Fedex Corp Common Stock (FDX) 0.0 $14k 61.00 229.51
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $14k 350.00 40.00
Walgreens Boots Alli Common Stock (WBA) 0.0 $14k 304.00 46.05
Medical Properties Reit Real Estate Investme (MPW) 0.0 $13k 633.00 20.54
Kinder Morgan Common Stock (KMI) 0.0 $12k 656.00 18.29
Invesco Dynamic Biotechnology & Genome Etf Uit Exchange Traded (PBE) 0.0 $12k 200.00 60.00
Asana Inc Class A Common Stock (ASAN) 0.0 $12k 300.00 40.00
Seagen Common Stock 0.0 $12k 80.00 150.00
Broadcom Common Stock (AVGO) 0.0 $12k 19.00 631.58
Coty Inc Class A Common Stock (COTY) 0.0 $11k 1.2k 8.93
Edison Interntnl Common Stock (EIX) 0.0 $11k 155.00 70.97
Carters Common Stock (CRI) 0.0 $10k 113.00 88.50
American Intl Group Common Stock (AIG) 0.0 $9.0k 145.00 62.07
Bristol-myers Squibb Common Stock (BMY) 0.0 $9.0k 118.00 76.27
Unilever American Depository (UL) 0.0 $9.0k 200.00 45.00
First Greenwich Finl Common Stock (FGFI) 0.0 $9.0k 600.00 15.00
Corning Common Stock (GLW) 0.0 $9.0k 253.00 35.57
Stitch Fix Inc Class A Common Stock (SFIX) 0.0 $8.0k 750.00 10.67
Bank Of Hawaii Corp Common Stock (BOH) 0.0 $8.0k 93.00 86.02
Qorvo Common Stock (QRVO) 0.0 $8.0k 65.00 123.08
Nuveen Preferred Income Closed End Mutl Fund (JPC) 0.0 $8.0k 913.00 8.76
Mastercard Inc Class A Common Stock (MA) 0.0 $7.0k 20.00 350.00
Amphenol Corp Class A Common Stock (APH) 0.0 $6.0k 78.00 76.92
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $6.0k 35.00 171.43
W.p. Carey Inc. Reit Real Estate Investme (WPC) 0.0 $6.0k 72.00 83.33
Southwest Airlines Common Stock (LUV) 0.0 $6.0k 132.00 45.45
Becton Dickinson&co Trades With Due Bills Common Stock (BDX) 0.0 $5.0k 20.00 250.00
Trip Com Group American Depository (TCOM) 0.0 $5.0k 200.00 25.00
Box Inc Class A Common Stock (BOX) 0.0 $4.0k 150.00 26.67
Zoom Video Communication Common Stock (ZM) 0.0 $4.0k 35.00 114.29
J M Smucker Common Stock (SJM) 0.0 $4.0k 27.00 148.15
Carlisle Common Stock (CSL) 0.0 $3.0k 11.00 272.73
Akoustis Technologies In Common Stock (AKTS) 0.0 $2.0k 250.00 8.00
Roblox Corp Class A Common Stock (RBLX) 0.0 $2.0k 50.00 40.00
Rivian Automotive Inc Class A Common Stock (RIVN) 0.0 $2.0k 40.00 50.00
Pitney Bowes Common Stock (PBI) 0.0 $2.0k 355.00 5.63
Viatris Common Stock (VTRS) 0.0 $1.0k 106.00 9.43
Kyndryl Hldgs Common Stock (KD) 0.0 $1.0k 49.00 20.41
Maxar Technologies Common Stock 0.0 $1.0k 23.00 43.48
Amgen Common Stock (AMGN) 0.0 $1.0k 5.00 200.00
Novozymes As American Depository (NVZMY) 0.0 $1.0k 10.00 100.00
Cortexyme I N C Common Stock (QNCX) 0.0 $1.0k 100.00 10.00
Wabtec Common Stock (WAB) 0.0 $999.999900 9.00 111.11
T-mobile Us Common Stock (TMUS) 0.0 $999.999700 7.00 142.86
Xcel Energy Common Stock (XEL) 0.0 $0 1.00 0.00
Globalstar Common Stock (GSAT) 0.0 $0 54.00 0.00
Lehman Bros Holding Ixxxescrow Pending Possible Future Distributions Common Stock 0.0 $0 135.00 0.00
Science Applications Common Stock (SAIC) 0.0 $0 3.00 0.00
Amc Entertainment Class A Common Stock 0.0 $0 20.00 0.00
Invesco Preferred Etf Uit Exchange Traded (PGX) 0.0 $0 7.00 0.00
Cassava Sciences Common Stock (SAVA) 0.0 $0 10.00 0.00
Lehman Bros Hldg Frn2xxxescrow Pending Possible Future Distribution Reorg Bond 0.0 $0 10k 0.00
Ess Tech Common Stock (GWH) 0.0 $0 80.00 0.00