Financial Avengers

Financial Avengers as of Dec. 31, 2024

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
Nvidia Corp Common Stock (NVDA) 12.9 $27M 203k 134.29
Apple Common Stock (AAPL) 11.9 $25M 101k 250.42
Berkshire Hathawayclassb Common Stock (BRK.B) 8.2 $17M 38k 453.28
Alphabet Incclassc Common Stock (GOOG) 8.0 $17M 89k 190.44
American Express Common Stock (AXP) 5.8 $12M 41k 296.79
Charles Schwab Corp Common Stock (SCHW) 5.6 $12M 159k 74.01
Bank Of America Corp Common Stock (BAC) 4.1 $8.7M 197k 43.95
Microsoft Corp Common Stock (MSFT) 3.2 $6.7M 16k 421.50
Johnson & Johnson Common Stock (JNJ) 3.0 $6.5M 45k 144.62
Procter & Gamble Common Stock (PG) 3.0 $6.4M 38k 167.65
Disney Walt Common Stock (DIS) 2.7 $5.7M 51k 111.35
Shopify Incfclassa Foreign Canadian (SHOP) 2.2 $4.7M 45k 106.33
Ford Mtr Co Del Common Stock (F) 2.1 $4.5M 459k 9.90
Starbucks Corp Common Stock (SBUX) 1.8 $3.8M 42k 91.25
Verizon Communications I Common Stock (VZ) 1.5 $3.2M 80k 39.99
Tesla Common Stock (TSLA) 1.5 $3.1M 7.7k 403.84
Adobe Common Stock (ADBE) 1.3 $2.7M 6.1k 444.68
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG) 0.9 $2.0M 39k 50.28
Alphabet Incclassa Common Stock (GOOGL) 0.7 $1.6M 8.2k 189.30
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 0.7 $1.5M 20k 71.91
Kenvue Common Stock (KVUE) 0.7 $1.4M 67k 21.35
Pfizer Common Stock (PFE) 0.7 $1.4M 53k 26.53
Eli Lilly And Common Stock (LLY) 0.5 $1.1M 1.5k 771.89
3M Common Stock (MMM) 0.3 $715k 5.5k 129.09
Berkshire Htwy Aclassa Common Stock 0.3 $681k 1.00 680920.00
Advanced Micro Device In Common Stock (AMD) 0.3 $629k 5.2k 120.79
Meta Platforms Incclassa Common Stock (META) 0.3 $549k 937.00 585.75
Costco Whsl Corp Common Stock (COST) 0.1 $281k 307.00 915.69
Automatic Data Processin Common Stock (ADP) 0.1 $251k 859.00 292.60
Visa Incclassa Common Stock (V) 0.1 $214k 678.00 316.01
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $209k 872.00 239.75
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps1ord American Depository (RYCEY) 0.1 $203k 29k 7.11
Unitedhealth Group Common Stock (UNH) 0.1 $202k 400.00 506.10
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $164k 1.8k 92.35
At&t Common Stock (T) 0.1 $157k 6.9k 22.77
Cisco Sys Common Stock (CSCO) 0.1 $144k 2.4k 59.21
Netflix Common Stock (NFLX) 0.1 $138k 155.00 891.32
Ge Aerospace Common Stock (GE) 0.1 $135k 809.00 166.84
Home Depot Common Stock (HD) 0.1 $134k 343.00 389.23
Fortinet Common Stock (FTNT) 0.1 $132k 1.4k 94.48
Nv5 Global Common Stock (NVEE) 0.1 $128k 6.8k 18.84
Gilead Sciences Common Stock (GILD) 0.1 $123k 1.3k 92.39
Ibm Corp Common Stock (IBM) 0.1 $119k 542.00 219.87
Broadcom Common Stock (AVGO) 0.1 $110k 472.00 232.01
Texas Instrs Common Stock (TXN) 0.0 $102k 544.00 187.64
Dropbox Inc Classa Common Stock (DBX) 0.0 $102k 3.4k 30.04
American Elec Pwr Common Stock (AEP) 0.0 $94k 1.0k 92.24
Nike Incclassb Common Stock (NKE) 0.0 $93k 1.2k 75.69
Takeda Pharmaceuticalfsponsored Adr 1 Adr Reps0.5ord American Depository (TAK) 0.0 $82k 6.2k 13.24
Autodesk Common Stock (ADSK) 0.0 $82k 278.00 295.57
Lendingclub Corp Common Stock (LC) 0.0 $81k 5.0k 16.19
Abbott Labs Common Stock (ABT) 0.0 $81k 716.00 113.05
Ge Vernova Common Stock (GEV) 0.0 $80k 243.00 328.93
Thermo Fisher Scientific Common Stock (TMO) 0.0 $78k 151.00 519.33
Clorox Common Stock (CLX) 0.0 $74k 457.00 162.51
Intuitive Surgical Common Stock (ISRG) 0.0 $68k 130.00 521.96
Iron Mtn Inc Newreit Real Estate Investme (IRM) 0.0 $62k 592.00 105.13
Corning Common Stock (GLW) 0.0 $61k 1.3k 47.54
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $60k 150.00 402.70
The Coca-cola Common Stock (KO) 0.0 $56k 906.00 62.29
First Solar Common Stock (FSLR) 0.0 $54k 308.00 176.24
Walmart Common Stock (WMT) 0.0 $53k 583.00 90.40
Microchip Technology Common Stock (MCHP) 0.0 $52k 912.00 57.34
Motley Fool Globalopportunities Etf Uit Exchange Traded (TMFG) 0.0 $48k 1.7k 28.33
Pepsico Common Stock (PEP) 0.0 $44k 290.00 152.20
Consolidated Edison Common Stock (ED) 0.0 $43k 476.00 89.26
Danaher Corp Common Stock (DHR) 0.0 $42k 184.00 229.85
Oneok Common Stock (OKE) 0.0 $42k 415.00 100.40
Intel Corp Common Stock (INTC) 0.0 $41k 2.0k 20.05
Equity Residentialreit Real Estate Investme (EQR) 0.0 $39k 536.00 71.76
Ss&c Technologies Hldgs Common Stock (SSNC) 0.0 $38k 504.00 75.81
Unilever Plc Fsponsored Adr 1 Adr Reps1ord American Depository (UL) 0.0 $34k 594.00 56.67
Merck & Co Common Stock (MRK) 0.0 $33k 329.00 99.41
Target Corp Class Equity Common Stock (TGT) 0.0 $32k 239.00 134.94
Ishares Us Financial Seretf Uit Exchange Traded (IYG) 0.0 $31k 400.00 77.81
Enbridge Inc F Foreign Canadian (ENB) 0.0 $29k 690.00 42.43
Select Sector Healthcare Spdr Etf Uit Exchange Traded (XLV) 0.0 $28k 205.00 137.56
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $28k 1.5k 18.35
Antero Res Corp Common Stock (AR) 0.0 $28k 800.00 35.05
Ebay Common Stock (EBAY) 0.0 $28k 443.00 61.98
Hershey Common Stock (HSY) 0.0 $27k 158.00 169.63
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $26k 926.00 28.42
Williams Cos Common Stock (WMB) 0.0 $26k 485.00 54.12
Applied Matls Common Stock (AMAT) 0.0 $26k 160.00 162.91
Evergy Common Stock (EVRG) 0.0 $26k 420.00 61.62
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $25k 201.00 124.82
Union Pac Corp Common Stock (UNP) 0.0 $25k 110.00 227.73
Asml Hldg N Vfsponsored Adr 1 Adr Reps1ord American Depository (ASML) 0.0 $24k 35.00 693.09
Technology Select Sectorspdr Etf Iv Uit Exchange Traded (XLK) 0.0 $24k 101.00 232.89
Honeywell Intl Common Stock (HON) 0.0 $24k 104.00 225.89
Agnico Eagle Mines Ltd F Foreign Canadian (AEM) 0.0 $24k 300.00 78.21
Mongodb Inc Classa Common Stock (MDB) 0.0 $23k 100.00 232.81
Eqt Corp Common Stock (EQT) 0.0 $23k 500.00 46.11
Us Bancorp Del Common Stock (USB) 0.0 $22k 453.00 47.86
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $21k 773.00 27.40
Levi Strauss & Co New Classa Common Stock (LEVI) 0.0 $21k 1.2k 17.30
Veeva Sys Inc Classa Common Stock (VEEV) 0.0 $21k 100.00 210.25
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps5ord American Depository (TSM) 0.0 $21k 105.00 197.49
Pure Storage Incclassa Common Stock (PSTG) 0.0 $21k 334.00 61.43
Peoples Bancorp Common Stock (PEBO) 0.0 $19k 601.00 31.69
Palantir Technologies Inclassa Common Stock (PLTR) 0.0 $19k 250.00 75.63
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $18k 234.00 78.05
Silvercrest Metals Inc F Foreign Canadian 0.0 $18k 2.0k 9.10
Caterpillar Common Stock (CAT) 0.0 $18k 50.00 362.76
Suncor Energy Inc Newf Foreign Canadian (SU) 0.0 $17k 470.00 35.68
General Mtrs Common Stock (GM) 0.0 $16k 299.00 53.25
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $16k 65.00 242.12
Omnicell Common Stock (OMCL) 0.0 $16k 350.00 44.52
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $15k 254.00 60.49
Nisource Common Stock (NI) 0.0 $15k 405.00 36.80
Morgan Stanley Common Stock (MS) 0.0 $15k 117.00 125.72
Uber Technologies Common Stock (UBER) 0.0 $14k 234.00 60.32
Edison Intl Common Stock (EIX) 0.0 $14k 174.00 79.89
Yum Brands Common Stock (YUM) 0.0 $14k 103.00 133.57
Cummins Common Stock (CMI) 0.0 $14k 39.00 350.26
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $13k 200.00 66.46
Antero Midstream Corp Common Stock (AM) 0.0 $13k 850.00 15.09
Csx Corp Common Stock (CSX) 0.0 $11k 341.00 32.27
Mastercard Incclassa Common Stock (MA) 0.0 $11k 20.00 538.80
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $11k 58.00 184.74
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps1ord American Depository (TCOM) 0.0 $10k 150.00 68.66
Public Storagereit Real Estate Investme (PSA) 0.0 $10k 34.00 301.59
Airbnb Incclassa Common Stock (ABNB) 0.0 $9.9k 75.00 131.41
Chevron Corp Common Stock (CVX) 0.0 $9.8k 68.00 144.79
Paypal Hldgs Common Stock (PYPL) 0.0 $9.8k 115.00 85.35
Vanguard Informationtechnolo Etf Iv Uit Exchange Traded (VGT) 0.0 $8.8k 14.00 628.21
Coty Incclassa Common Stock (COTY) 0.0 $8.6k 1.2k 6.96
Abbvie Common Stock (ABBV) 0.0 $8.5k 48.00 177.46
Kyndryl Hldgs Common Stock (KD) 0.0 $7.9k 229.00 34.60
Bristol Myers Squibb Common Stock (BMY) 0.0 $7.4k 131.00 56.57
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $7.4k 219.00 33.74
Amphenol Corp New Classa Common Stock (APH) 0.0 $7.1k 103.00 69.16
Carters Common Stock (CRI) 0.0 $6.9k 128.00 54.13
Smucker J M Common Stock (SJM) 0.0 $6.0k 55.00 109.82
Warner Bros Discovery In Common Stock (WBD) 0.0 $5.1k 485.00 10.57
Bank Montreal Quef Foreign Canadian (BMO) 0.0 $4.9k 50.00 97.06
Box Inc Classa Common Stock (BOX) 0.0 $4.7k 150.00 31.60
Southwest Airls Common Stock (LUV) 0.0 $4.7k 139.00 33.52
Qorvo Common Stock (QRVO) 0.0 $4.5k 65.00 69.92
Carlisle Cos Common Stock (CSL) 0.0 $4.2k 11.00 381.27
Lyft Incclassa Common Stock (LYFT) 0.0 $3.9k 300.00 12.90
Lumen Technologies Common Stock (LUMN) 0.0 $3.8k 717.00 5.31
American Intl Group Common Stock (AIG) 0.0 $3.5k 48.00 72.60
Walgreens Boots Alliance Common Stock 0.0 $3.4k 367.00 9.33
Pitney Bowes Common Stock (PBI) 0.0 $2.9k 405.00 7.24
Roblox Corp Classa Common Stock (RBLX) 0.0 $2.9k 50.00 57.86
Amgen Common Stock (AMGN) 0.0 $2.8k 11.00 255.82
Medical Pptys Tr Increit Real Estate Investme (MPW) 0.0 $2.5k 634.00 3.95
General Mls Common Stock (GIS) 0.0 $2.4k 37.00 64.38
Southern Common Stock (SO) 0.0 $1.8k 22.00 80.73
Wabtec Common Stock (WAB) 0.0 $1.7k 9.00 189.56
T-mobile Us Common Stock (TMUS) 0.0 $1.6k 7.00 225.00
Prada S P Afsponsored Adr 1 Adr Reps2ord American Depository (PRDSY) 0.0 $1.5k 100.00 14.51
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps0.2ord American Depository (LVMUY) 0.0 $1.3k 10.00 130.70
Hermes Intl Scafsponsored Adr 1 Adr Reps0.1ord American Depository (HESAY) 0.0 $1.2k 5.00 239.00
Zoom Communications Inc Classa Common Stock (ZM) 0.0 $408.000000 5.00 81.60
Viatris Common Stock (VTRS) 0.0 $234.000200 19.00 12.32
Quince Therapeutics Common Stock (QNCX) 0.0 $187.000000 100.00 1.87
Globalstar Common Stock 0.0 $112.001400 54.00 2.07
Bath & Body Wks Common Stock (BBWI) 0.0 $0 0 0.00