Financial Avengers

Financial Avengers as of March 31, 2024

Portfolio Holdings for Financial Avengers

Financial Avengers holds 153 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common Stock (AMZN) 12.5 $24M 131k 180.97
Nvidia Corp Common Stock (NVDA) 11.5 $22M 24k 903.62
Apple Common Stock (AAPL) 10.7 $20M 119k 170.03
Berkshire Hathaway Class B Common Stock (BRK.B) 8.8 $17M 398k 42.02
Alphabet Inc. Class C Common Stock (GOOG) 7.7 $15M 93k 156.50
Charles Schwab Corp Common Stock (SCHW) 6.6 $12M 172k 72.37
American Express Common Stock (AXP) 5.4 $10M 45k 227.61
Bank Of America Corp Common Stock (BAC) 4.4 $8.4M 224k 37.52
Ford Motor Common Stock (F) 3.5 $6.6M 498k 13.29
Johnson & Johnson Common Stock (JNJ) 3.5 $6.6M 42k 157.78
Microsoft Corp Common Stock (MSFT) 3.5 $6.6M 16k 424.58
Procter & Gamble Common Stock (PG) 3.2 $6.0M 38k 160.58
Walt Disney Common Stock (DIS) 3.1 $5.8M 48k 121.53
Intel Corp Common Stock (INTC) 2.8 $5.2M 118k 44.52
Starbucks Corp Common Stock (SBUX) 1.8 $3.4M 37k 91.53
Shopify Inc Fclass A Foreign Canadian (SHOP) 1.7 $3.2M 41k 78.19
Verizon Communicatn Common Stock (VZ) 1.4 $2.6M 62k 42.28
Adobe Common Stock (ADBE) 1.4 $2.6M 5.2k 502.09
Tesla Common Stock (TSLA) 0.9 $1.7M 9.5k 175.22
Alphabet Inc. Class A Common Stock (GOOGL) 0.7 $1.3M 8.1k 155.50
Advanced Micro Device In Common Stock (AMD) 0.4 $835k 4.6k 183.34
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 0.4 $783k 11k 71.92
Kenvue Common Stock (KVUE) 0.4 $781k 37k 21.23
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG) 0.4 $775k 15k 50.21
Berkshire Htwy Class A Common Stock 0.3 $634k 1.00 634030.00
Meta Platforms Inc Class A Common Stock (META) 0.2 $432k 879.00 491.27
Pfizer Common Stock (PFE) 0.2 $335k 12k 27.72
Eli Lilly And Common Stock (LLY) 0.1 $261k 343.00 760.35
Auto Data Processing Common Stock (ADP) 0.1 $230k 937.00 245.41
Unitedhealth Grp Common Stock (UNH) 0.1 $222k 453.00 490.01
Costco Wholesale Common Stock (COST) 0.1 $203k 282.00 720.27
Visa Inc Class A Common Stock (V) 0.1 $191k 688.00 278.19
Arch Cap Group Ltd F Foreign Ordinaries (ACGL) 0.1 $164k 1.8k 92.31
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $163k 821.00 199.03
Nv5 Global Common Stock (NVEE) 0.1 $163k 1.7k 95.91
General Electric Co Trades With Due Bills Common Stock (GE) 0.1 $141k 805.00 175.40
Home Depot Common Stock (HD) 0.1 $128k 347.00 368.15
Nike Inc Class B Common Stock (NKE) 0.1 $112k 1.2k 92.59
A T & T Common Stock (T) 0.1 $106k 6.1k 17.50
Thermo Fisher Scntfc Common Stock (TMO) 0.1 $104k 180.00 578.69
Fortinet Common Stock (FTNT) 0.1 $102k 1.5k 67.82
Ibm Corp Common Stock (IBM) 0.1 $100k 529.00 189.72
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.1 $95k 18k 5.41
Gilead Sciences Common Stock (GILD) 0.0 $94k 1.3k 72.88
Dropbox Inc Class A Common Stock (DBX) 0.0 $94k 3.9k 24.31
Netflix Common Stock (NFLX) 0.0 $86k 140.00 614.31
Amer Electric Pwr Common Stock (AEP) 0.0 $86k 1.0k 84.53
Cisco Systems Common Stock (CSCO) 0.0 $85k 1.7k 50.03
Microchip Technology Common Stock (MCHP) 0.0 $80k 895.00 89.77
Abbott Laboratories Common Stock (ABT) 0.0 $79k 705.00 112.09
Lendingclub Corp Common Stock (LC) 0.0 $70k 8.0k 8.76
Texas Instruments Common Stock (TXN) 0.0 $67k 384.00 173.12
Vertex Pharmaceutica Common Stock (VRTX) 0.0 $63k 150.00 420.48
Autodesk Common Stock (ADSK) 0.0 $57k 220.00 259.44
The Coca-cola Common Stock (KO) 0.0 $54k 897.00 60.66
Clorox Common Stock (CLX) 0.0 $52k 340.00 151.73
Intuitive Surgical Common Stock (ISRG) 0.0 $51k 130.00 394.87
Pepsico Common Stock (PEP) 0.0 $49k 284.00 173.27
First Solar Common Stock (FSLR) 0.0 $49k 286.00 171.87
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $46k 580.00 79.49
Danaher Corp Common Stock (DHR) 0.0 $46k 184.00 247.33
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $45k 1.5k 30.21
Mongodb Inc Class A Common Stock (MDB) 0.0 $43k 120.00 356.09
Merck & Co Common Stock (MRK) 0.0 $42k 323.00 130.80
Consolidated Edison Common Stock (ED) 0.0 $42k 464.00 90.32
Target Corp Common Stock (TGT) 0.0 $42k 233.00 177.91
Takeda Pharma Co Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $39k 2.9k 13.67
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $36k 301.00 118.97
Walmart Common Stock (WMT) 0.0 $35k 578.00 59.99
Applied Materials Common Stock (AMAT) 0.0 $33k 159.00 209.06
Equity Residential Reit Real Estate Investme (EQR) 0.0 $32k 520.00 61.46
Ss&c Technologs Hldg Common Stock (SSNC) 0.0 $32k 503.00 63.51
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK) 0.0 $32k 151.00 208.36
Hershey Common Stock (HSY) 0.0 $31k 155.00 198.12
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV) 0.0 $30k 203.00 146.12
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $29k 585.00 49.81
U S Bancorp Common Stock (USB) 0.0 $28k 639.00 43.95
Broadcom Common Stock (AVGO) 0.0 $27k 20.00 1355.25
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $27k 1.5k 17.57
Union Pacific Corp Common Stock (UNP) 0.0 $26k 107.00 244.25
Corning Common Stock (GLW) 0.0 $25k 768.00 32.65
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $24k 1.2k 20.30
Veeva Systems Inc Class A Common Stock (VEEV) 0.0 $23k 100.00 230.39
Ebay Common Stock (EBAY) 0.0 $23k 437.00 52.30
Evergy Common Stock (EVRG) 0.0 $21k 407.00 52.70
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $21k 233.00 89.67
Peoples Bancorp Common Stock (PEBO) 0.0 $19k 674.00 28.73
Sila Realty Trust Inc Class A Real Estate Investme 0.0 $17k 2.3k 7.48
Coty Inc Class A Common Stock (COTY) 0.0 $15k 1.2k 11.89
Yum Brands Common Stock (YUM) 0.0 $14k 101.00 140.56
Kinder Morgan Common Stock (KMI) 0.0 $14k 744.00 18.40
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $14k 65.00 207.82
General Motors Common Stock (GM) 0.0 $14k 297.00 45.35
Qualcomm Common Stock (QCOM) 0.0 $13k 77.00 171.16
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $13k 200.00 64.34
American Health Care Reit Inc Class I Real Estate Investme (AHTR) 0.0 $13k 927.00 13.59
Csx Corp Common Stock (CSX) 0.0 $12k 337.00 36.82
Airbnb Inc Class A Common Stock (ABNB) 0.0 $12k 75.00 163.37
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $12k 252.00 48.20
Edison Interntnl Common Stock (EIX) 0.0 $12k 169.00 70.43
Cummins Common Stock (CMI) 0.0 $11k 39.00 290.95
Amern Tower Corp Reit Real Estate Investme (AMT) 0.0 $11k 57.00 193.12
Nisource Common Stock (NI) 0.0 $11k 396.00 27.46
Chevron Corp Common Stock (CVX) 0.0 $11k 66.00 158.65
Carters Common Stock (CRI) 0.0 $10k 122.00 85.60
Omnicell Common Stock (OMCL) 0.0 $10k 350.00 28.63
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $9.8k 100.00 97.61
Mastercard Inc Class A Common Stock (MA) 0.0 $9.7k 20.00 487.45
Public Storage Reit Real Estate Investme (PSA) 0.0 $9.5k 33.00 288.85
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $9.4k 200.00 46.96
Lyft Inc Class A Common Stock (LYFT) 0.0 $9.3k 483.00 19.24
Abbvie Common Stock (ABBV) 0.0 $8.4k 47.00 179.49
Stag Industrial Inc Reit Real Estate Investme (STAG) 0.0 $8.0k 212.00 37.66
Qorvo Common Stock (QRVO) 0.0 $7.4k 65.00 114.15
Vanguard Information Technology Etf Uit Exchange Traded (VGT) 0.0 $7.4k 14.00 528.64
Bath & Body Wks Common Stock (BBWI) 0.0 $7.3k 144.00 50.36
Walgreens Boots Alli Common Stock (WBA) 0.0 $6.7k 343.00 19.52
Bristol-myers Squibb Common Stock (BMY) 0.0 $6.7k 126.00 53.11
J M Smucker Common Stock (SJM) 0.0 $6.7k 53.00 125.55
Amphenol Corp Class A Common Stock (APH) 0.0 $5.8k 51.00 114.16
Becton Dickinson&co Common Stock (BDX) 0.0 $5.1k 21.00 244.62
Asml Holding N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $5.0k 5.00 993.00
Carlisle Common Stock (CSL) 0.0 $4.5k 11.00 404.55
Box Inc Class A Common Stock (BOX) 0.0 $4.3k 150.00 28.54
Warner Brothers Discover Common Stock (WBD) 0.0 $4.3k 485.00 8.79
Southwest Airlines Common Stock (LUV) 0.0 $4.0k 137.00 29.15
American Intl Group Common Stock (AIG) 0.0 $3.7k 47.00 77.81
W.p. Carey Inc. Reit Real Estate Investme (WPC) 0.0 $3.1k 55.00 56.53
Amgen Common Stock (AMGN) 0.0 $3.0k 11.00 271.64
Kyndryl Hldgs Common Stock (KD) 0.0 $2.8k 129.00 21.55
Medical Properties Reit Real Estate Investme (MPW) 0.0 $2.6k 584.00 4.51
General Mills Common Stock (GIS) 0.0 $2.6k 36.00 70.89
Roblox Corp Class A Common Stock (RBLX) 0.0 $1.9k 50.00 37.84
Schwab Us Large Cap Growth Etf Uit Exchange Traded (SCHG) 0.0 $1.9k 20.00 92.80
Pitney Bowes Common Stock (PBI) 0.0 $1.7k 395.00 4.24
Vanguard Mid Cap Growth Etf Uit Exchange Traded (VOT) 0.0 $1.6k 7.00 234.43
Southern Common Stock (SO) 0.0 $1.5k 21.00 71.24
Wabtec Common Stock (WAB) 0.0 $1.3k 9.00 144.89
T-mobile Us Common Stock (TMUS) 0.0 $1.1k 7.00 164.00
Lumen Technologies Common Stock (LUMN) 0.0 $1.0k 717.00 1.46
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $752.000000 47.00 16.00
Novenesis A S Funsponsored Adr 1 Adr Reps 1 Ord American Depository (NVZMY) 0.0 $583.000000 10.00 58.30
Kbs Growth & Income Reit Inc Class A Real Estate Investme (KBSG) 0.0 $457.800000 4.6k 0.10
Atmus Filtration Technol Common Stock (ATMU) 0.0 $389.000400 12.00 32.42
Zoom Video Communicationclass A Common Stock (ZM) 0.0 $324.000000 5.00 64.80
Beyond Meat Common Stock (BYND) 0.0 $310.000000 40.00 7.75
Viatris Common Stock (VTRS) 0.0 $217.000800 18.00 12.06
Quince Therapeutics Common Stock (QNCX) 0.0 $109.000000 100.00 1.09
Globalstar Common Stock (GSAT) 0.0 $73.002600 54.00 1.35
Net Lease Office Pptys Common Stock (NLOP) 0.0 $71.000100 3.00 23.67
Ess Tech Common Stock (GWH) 0.0 $56.000000 80.00 0.70
Embecta Corp Common Stock (EMBC) 0.0 $52.000000 4.00 13.00
Amc Entertainment Class A Common Stock (AMC) 0.0 $13.000000 4.00 3.25