Financial Avengers

Financial Avengers as of March 31, 2023

Portfolio Holdings for Financial Avengers

Financial Avengers holds 182 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 14.9 $20M 118k 164.90
Amazon.com Common Stock (AMZN) 10.3 $14M 130k 103.29
Berkshire Hathaway Class B Common Stock (BRK.B) 9.4 $12M 40k 308.77
Alphabet Inc. Class C Common Stock (GOOG) 7.4 $9.7M 93k 104.00
Charles Schwab Corp Common Stock (SCHW) 6.5 $8.5M 162k 52.38
American Express Common Stock (AXP) 5.4 $7.1M 43k 164.95
Nvidia Corp Common Stock (NVDA) 5.1 $6.7M 24k 277.77
Johnson & Johnson Common Stock (JNJ) 4.8 $6.2M 40k 155.00
Ford Motor Common Stock (F) 4.6 $6.0M 475k 12.60
Bank Of America Corp Common Stock (BAC) 4.4 $5.7M 201k 28.56
Procter & Gamble Common Stock (PG) 4.1 $5.3M 36k 148.69
Microsoft Corp Common Stock (MSFT) 3.1 $4.1M 14k 288.29
Walt Disney Common Stock (DIS) 2.9 $3.7M 37k 100.13
Intel Corp Common Stock (INTC) 2.7 $3.6M 109k 32.67
Starbucks Corp Common Stock (SBUX) 2.4 $3.2M 31k 104.13
Tesla Common Stock (TSLA) 2.2 $2.9M 14k 207.46
Verizon Communicatn Common Stock (VZ) 1.3 $1.7M 43k 38.89
Shopify Inc Fclass A Foreign Canadian (SHOP) 1.3 $1.7M 35k 47.94
Adobe Common Stock (ADBE) 1.2 $1.5M 4.0k 385.37
Paypal Holdings Incorpor Common Stock (PYPL) 0.9 $1.2M 16k 75.94
Alphabet Inc. Class A Common Stock (GOOGL) 0.5 $616k 5.9k 103.74
Berkshire Hathaway Class A Common Stock 0.4 $466k 1.00 465600.00
Advanced Micro Devices I Common Stock (AMD) 0.3 $450k 4.6k 98.01
Airbnb Inc Class A Common Stock (ABNB) 0.3 $365k 2.9k 124.40
Pfizer Common Stock (PFE) 0.2 $266k 6.5k 40.80
Unitedhealth Grp Common Stock (UNH) 0.2 $234k 494.00 472.57
Nv5 Global Common Stock (NVEE) 0.2 $210k 2.0k 103.97
Auto Data Processing Common Stock (ADP) 0.2 $204k 916.00 222.72
Dropbox Inc Class A Common Stock (DBX) 0.1 $157k 7.3k 21.62
Nike Inc Class B Common Stock (NKE) 0.1 $146k 1.2k 122.61
Amer Electric Pwr Common Stock (AEP) 0.1 $138k 1.5k 90.97
Arch Cap Group Ltd F Foreign Ordinaries (ACGL) 0.1 $138k 2.0k 67.87
Fortinet Common Stock (FTNT) 0.1 $126k 1.9k 66.46
Lilly Eli & Co Common Stock (LLY) 0.1 $117k 340.00 343.57
Visa Inc Class A Common Stock (V) 0.1 $107k 475.00 225.45
Gilead Sciences Common Stock (GILD) 0.1 $103k 1.2k 82.99
Costco Wholesale Common Stock (COST) 0.1 $102k 205.00 496.61
Home Depot Common Stock (HD) 0.1 $100k 339.00 294.77
Meta Platforms Inc Class A Common Stock (META) 0.1 $97k 457.00 211.94
Abbott Laboratories Common Stock (ABT) 0.1 $93k 921.00 101.26
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $93k 715.00 130.36
Microchip Technology Common Stock (MCHP) 0.1 $74k 877.00 83.82
A T & T Common Stock (T) 0.1 $71k 3.7k 19.25
Lendingclub Corp Common Stock (LC) 0.1 $70k 9.8k 7.21
Texas Instruments Common Stock (TXN) 0.1 $69k 372.00 186.00
General Electric Common Stock (GE) 0.1 $67k 702.00 95.57
Activision Blizzard Common Stock 0.1 $66k 766.00 85.58
Vertex Pharmaceutica Common Stock (VRTX) 0.0 $63k 200.00 315.07
First Solar Common Stock (FSLR) 0.0 $62k 286.00 217.50
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 0.0 $56k 760.00 73.83
Ibm Corp Common Stock (IBM) 0.0 $55k 419.00 130.99
Pepsico Common Stock (PEP) 0.0 $53k 288.00 182.12
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV) 0.0 $52k 400.00 129.46
The Coca-cola Common Stock (KO) 0.0 $51k 821.00 62.03
Danaher Corp Common Stock (DHR) 0.0 $46k 183.00 251.76
Netflix Common Stock (NFLX) 0.0 $45k 130.00 345.48
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK) 0.0 $45k 295.00 151.01
Consolidated Edison Common Stock (ED) 0.0 $43k 448.00 95.60
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG) 0.0 $41k 815.00 50.66
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.0 $41k 100.00 409.39
Hershey Common Stock (HSY) 0.0 $39k 151.00 255.03
Target Corp Common Stock (TGT) 0.0 $37k 226.00 165.49
Ss&c Technologs Hldg Common Stock (SSNC) 0.0 $37k 658.00 56.49
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM) 0.0 $37k 349.00 105.50
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $36k 1.4k 25.63
Clorox Common Stock (CLX) 0.0 $36k 227.00 158.30
American Health Care Reit Inc Class I Real Estate Investme (AHTR) 0.0 $34k 927.00 37.14
Merck & Co Common Stock (MRK) 0.0 $33k 314.00 106.41
Intuitive Surgical Common Stock (ISRG) 0.0 $33k 130.00 255.47
Autodesk Common Stock (ADSK) 0.0 $33k 156.00 208.16
Evergy Common Stock (EVRG) 0.0 $32k 518.00 61.13
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $30k 301.00 100.97
Equity Residential Reit Real Estate Investme (EQR) 0.0 $30k 499.00 59.95
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $29k 555.00 52.91
Spdr Doubleline Ttl Rtrnttcl Etf Uit Exchange Traded (TOTL) 0.0 $29k 700.00 41.03
Walmart Common Stock (WMT) 0.0 $28k 190.00 147.29
Mongodb Inc Class A Common Stock (MDB) 0.0 $28k 120.00 233.12
Citigroup Common Stock (C) 0.0 $27k 582.00 46.85
Take Two Interactv Common Stock (TTWO) 0.0 $27k 223.00 119.30
U S Bancorp Common Stock (USB) 0.0 $26k 728.00 36.06
Hasbro Common Stock (HAS) 0.0 $24k 443.00 53.65
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $21k 1.2k 18.22
Omnicell Common Stock (OMCL) 0.0 $21k 350.00 58.67
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO) 0.0 $20k 500.00 40.40
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $20k 1.3k 15.70
Applied Materials Common Stock (AMAT) 0.0 $19k 158.00 122.82
Ishares S&p Mid Cap 400 Grwth Etf Uit Exchange Traded (IJK) 0.0 $19k 270.00 71.51
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $19k 233.00 82.03
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $19k 213.00 89.11
Sila Realty Trust Inc Class A Real Estate Investme (CVMCA) 0.0 $19k 2.3k 8.22
Veeva Systems Inc Class A Common Stock (VEEV) 0.0 $18k 100.00 183.79
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $18k 97.00 183.22
Peoples Bancorp Common Stock (PEBO) 0.0 $16k 638.00 25.73
Seagen Common Stock 0.0 $16k 80.00 202.47
Coty Inc Class A Common Stock (COTY) 0.0 $15k 1.2k 12.06
Qualcomm Common Stock (QCOM) 0.0 $15k 113.00 128.08
Ebay Common Stock (EBAY) 0.0 $14k 321.00 44.33
General Motors Common Stock (GM) 0.0 $14k 387.00 36.64
Broadcom Common Stock (AVGO) 0.0 $13k 20.00 629.45
Invesco Dynamic Biotechnology & Genome Etf Uit Exchange Traded (PBE) 0.0 $13k 200.00 62.66
Kinder Morgan Common Stock (KMI) 0.0 $12k 696.00 17.51
Comcast Corp Class A Common Stock (CMCSA) 0.0 $12k 307.00 37.93
Edison Interntnl Common Stock (EIX) 0.0 $11k 162.00 70.51
Walgreens Boots Alli Common Stock (WBA) 0.0 $11k 320.00 34.55
Prologis Inc. Reit Real Estate Investme (PLD) 0.0 $11k 87.00 125.11
Brookfield Infrastruc Limited Partnershp (BIP) 0.0 $10k 309.00 33.77
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $10k 200.00 51.93
Chevron Corp Common Stock (CVX) 0.0 $10k 63.00 163.86
Warner Brothers Discover Common Stock (WBD) 0.0 $10k 683.00 15.10
First Greenwich Finl Common Stock (FGFI) 0.0 $10k 600.00 16.61
Public Storage Reit Real Estate Investme (PSA) 0.0 $9.6k 32.00 301.34
Corning Common Stock (GLW) 0.0 $9.2k 262.00 35.29
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $8.7k 250.00 34.92
Carters Common Stock (CRI) 0.0 $8.5k 118.00 71.99
Bristol-myers Squibb Common Stock (BMY) 0.0 $8.4k 121.00 69.45
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $7.5k 200.00 37.67
Mastercard Inc Class A Common Stock (MA) 0.0 $7.4k 20.00 368.15
Qorvo Common Stock (QRVO) 0.0 $6.6k 65.00 101.57
Solaredge Tech Common Stock (SEDG) 0.0 $6.1k 20.00 303.95
Beyond Meat Common Stock (BYND) 0.0 $5.5k 340.00 16.23
Kbs Growth & Income Reit Inc Class A Real Estate Investme (KBSG) 0.0 $5.3k 4.6k 1.16
Becton Dickinson&co Common Stock (BDX) 0.0 $5.1k 21.00 244.52
Lyft Inc Class A Common Stock (LYFT) 0.0 $5.1k 550.00 9.27
Southwest Airlines Common Stock (LUV) 0.0 $4.3k 134.00 32.46
J M Smucker Common Stock (SJM) 0.0 $4.3k 27.00 159.96
Medical Properties Reit Real Estate Investme (MPW) 0.0 $4.2k 512.00 8.22
Amphenol Corp Class A Common Stock (APH) 0.0 $4.1k 51.00 80.98
W.p. Carey Inc. Reit Real Estate Investme (WPC) 0.0 $4.0k 52.00 77.63
Box Inc Class A Common Stock (BOX) 0.0 $4.0k 150.00 26.79
Nio Inc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NIO) 0.0 $3.6k 344.00 10.51
Vanguard Small Cap Etf Uit Exchange Traded (VB) 0.0 $3.4k 18.00 189.56
General Mills Common Stock (GIS) 0.0 $3.0k 35.00 86.06
Salesforce Common Stock (CRM) 0.0 $3.0k 15.00 199.80
Jetblue Airways Corp Common Stock (JBLU) 0.0 $2.7k 375.00 7.28
Carlisle Common Stock (CSL) 0.0 $2.5k 11.00 229.36
Amgen Common Stock (AMGN) 0.0 $2.5k 10.00 246.80
Stem Common Stock (STEM) 0.0 $2.4k 420.00 5.67
American Intl Group Common Stock (AIG) 0.0 $2.3k 46.00 50.13
Editas Medicine Incorpor Common Stock (EDIT) 0.0 $2.3k 318.00 7.25
Roblox Corp Class A Common Stock (RBLX) 0.0 $2.2k 50.00 44.98
Enbridge Inc F Foreign Canadian (ENB) 0.0 $2.1k 55.00 38.15
Lumen Technologies Common Stock (LUMN) 0.0 $1.9k 717.00 2.65
Pitney Bowes Common Stock (PBI) 0.0 $1.5k 374.00 3.89
Southern Common Stock (SO) 0.0 $1.4k 20.00 70.30
Nuveen Esg Large Cap Value Etf Uit Exchange Traded (NULV) 0.0 $1.3k 39.00 34.08
Maxar Technologies Common Stock 0.0 $1.2k 23.00 51.04
Nuveen Esg Large Cap Growth Etf Uit Exchange Traded (NULG) 0.0 $1.2k 21.00 55.76
Nuveen Esg Small Cap Etf Uit Exchange Traded (NUSC) 0.0 $1.2k 33.00 35.42
Nuveen Esg Mid Cap Valueetf Uit Exchange Traded (NUMV) 0.0 $1.1k 40.00 28.70
T-mobile Us Common Stock (TMUS) 0.0 $1.0k 7.00 144.86
Nuveen Esg Mid Cap Growth Etf Uit Exchange Traded (NUMG) 0.0 $994.000800 26.00 38.23
Invitae Corp Common Stock (NVTAQ) 0.0 $958.997000 710.00 1.35
Wabtec Common Stock (WAB) 0.0 $909.999900 9.00 101.11
Kyndryl Hldgs Common Stock (KD) 0.0 $722.999900 49.00 14.76
Ark Genomic Revolution Etf Uit Exchange Traded (ARKG) 0.0 $692.001000 23.00 30.09
Ark Next Generation Internet Etf Uit Exchange Traded (ARKW) 0.0 $536.000000 10.00 53.60
Novozymes As Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVZMY) 0.0 $511.000000 10.00 51.10
Jd Com Inc Fsponsored Adr 1 Adr Reps 2 Ord American Depository (JD) 0.0 $483.000100 11.00 43.91
Zoom Video Communicationclass A Common Stock (ZM) 0.0 $369.000000 5.00 73.80
Science Applications Common Stock (SAIC) 0.0 $321.999900 3.00 107.33
Nu Holdings Ltd Fclass A Foreign Ordinaries (NU) 0.0 $304.998400 64.00 4.77
Sea Ltd Funsponsored Adr 1 Adr Reps 1 Ord American Depository (SE) 0.0 $260.000100 3.00 86.67
Workday Inc Class A Common Stock (WDAY) 0.0 $207.000000 1.00 207.00
Doordash Inc Class A Common Stock (DASH) 0.0 $191.000100 3.00 63.67
Tilray Brands Common Stock (TLRY) 0.0 $182.001600 72.00 2.53
Viatris Common Stock (VTRS) 0.0 $166.999500 17.00 9.82
Quince Therapeutics Common Stock (QNCX) 0.0 $156.000000 100.00 1.56
Snowflake Inc Class A Common Stock (SNOW) 0.0 $154.000000 1.00 154.00
Li Auto Inc Funsponsored Adr 1 Adr Reps 2 Ord American Depository (LI) 0.0 $150.000000 6.00 25.00
Canopy Growth Corp F Foreign Canadian 0.0 $116.001600 66.00 1.76
Cronos Group Inc F Foreign Canadian (CRON) 0.0 $113.999800 59.00 1.93
Embecta Corp Common Stock (EMBC) 0.0 $112.000000 4.00 28.00
Ess Tech Common Stock (GWH) 0.0 $111.000000 80.00 1.39
Amc Entertainment Class A Common Stock 0.0 $100.000000 20.00 5.00
Kanzhun Ltd Funsponsored Adr 1 Adr Reps 2 Ord American Depository (BZ) 0.0 $95.000000 5.00 19.00
Datadog Inc Class A Common Stock (DDOG) 0.0 $73.000000 1.00 73.00
Block Inc Class A Common Stock (SQ) 0.0 $69.000000 1.00 69.00
Globalstar Common Stock (GSAT) 0.0 $63.001800 54.00 1.17
Uber Technologies Common Stock (UBER) 0.0 $63.000000 2.00 31.50
Toast Inc Class A Common Stock (TOST) 0.0 $53.000100 3.00 17.67
AMC ENTERTAINMEN 0Perc. P Preferred Stock 0.0 $29.000000 20.00 1.45
Lehman Bros Holding Ixxxescrow Pending Possible Future Distributions Common Stock 0.0 $0 135.00 0.00