Financial Avengers

Financial Avengers as of March 31, 2025

Portfolio Holdings for Financial Avengers

Financial Avengers holds 148 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Common Stock (AMZN) 11.7 $23M 122k 190.26
Apple Common Stock (AAPL) 10.9 $22M 97k 222.13
Nvidia Corp Common Stock (NVDA) 10.7 $21M 195k 108.38
Berkshire Hathaway Class B Common Stock (BRK.B) 10.4 $21M 39k 532.58
Alphabet Inc Class C Common Stock (GOOG) 6.9 $14M 88k 156.23
Charles Schwab Corp Common Stock (SCHW) 6.2 $12M 156k 78.28
American Express Common Stock (AXP) 5.5 $11M 40k 269.05
Johnson & Johnson Common Stock (JNJ) 4.1 $8.0M 49k 165.84
Bank Of America Corp Common Stock (BAC) 4.1 $8.0M 193k 41.73
Procter & Gamble Common Stock (PG) 3.3 $6.5M 38k 170.42
Microsoft Corp Common Stock (MSFT) 3.1 $6.1M 16k 375.39
Disney Walt Common Stock (DIS) 2.6 $5.2M 53k 98.70
Shopify Inc Fclass A Foreign Canadian (SHOP) 2.2 $4.4M 46k 95.48
Starbucks Corp Common Stock (SBUX) 2.1 $4.1M 42k 98.09
Verizon Communications I Common Stock (VZ) 2.1 $4.1M 90k 45.36
Adobe Common Stock (ADBE) 1.4 $2.8M 7.4k 383.53
Ishares Broad Usd Investment Grade C Uit Exchange Traded (USIG) 1.4 $2.8M 55k 51.08
Kenvue Common Stock (KVUE) 1.1 $2.2M 92k 23.98
Ford Mtr Co Del Common Stock (F) 1.1 $2.2M 216k 10.03
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 1.0 $2.0M 28k 73.45
Pfizer Common Stock (PFE) 1.0 $1.9M 75k 25.34
Tesla Common Stock (TSLA) 0.9 $1.8M 6.9k 259.16
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A) 0.8 $1.6M 2.00 798441.50
Eli Lilly And Common Stock (LLY) 0.7 $1.3M 1.6k 825.88
3M Common Stock (MMM) 0.6 $1.2M 8.5k 146.86
Alphabet Inc Class A Common Stock (GOOGL) 0.6 $1.2M 7.8k 154.64
Meta Platforms Inc Class A Common Stock (META) 0.3 $605k 1.1k 576.51
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.3 $569k 58k 9.81
Advanced Micro Devic Common Stock (AMD) 0.2 $385k 3.7k 102.74
Costco Whsl Corp Common Stock (COST) 0.1 $291k 307.00 946.24
Automatic Data Processin Common Stock (ADP) 0.1 $264k 863.00 305.59
Visa Inc Class A Common Stock (V) 0.1 $238k 679.00 350.47
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $200k 814.00 245.16
At&t Common Stock (T) 0.1 $197k 7.0k 28.28
Nv5 Global Common Stock (NVEE) 0.1 $193k 10k 19.27
Unitedhealth Group Common Stock (UNH) 0.1 $171k 326.00 524.21
Ge Aerospace Common Stock (GE) 0.1 $162k 810.00 200.25
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $160k 1.7k 96.18
Cisco Sys Common Stock (CSCO) 0.1 $157k 2.6k 61.72
Gilead Sciences Common Stock (GILD) 0.1 $146k 1.3k 112.07
Netflix Common Stock (NFLX) 0.1 $145k 155.00 932.53
Ibm Corp Common Stock (IBM) 0.1 $136k 546.00 248.45
Home Depot Common Stock (HD) 0.1 $116k 317.00 366.73
Fortinet Common Stock (FTNT) 0.1 $116k 1.2k 96.26
Abbott Labs Common Stock (ABT) 0.0 $95k 719.00 132.62
Texas Instrs Common Stock (TXN) 0.0 $94k 522.00 179.84
Dropbox Inc Class A Common Stock (DBX) 0.0 $90k 3.4k 26.71
Broadcom Common Stock (AVGO) 0.0 $83k 498.00 167.49
American Elec Pwr Common Stock (AEP) 0.0 $77k 701.00 109.25
Thermo Fisher Scientific Common Stock (TMO) 0.0 $75k 151.00 497.09
Ge Vernova Common Stock (GEV) 0.0 $74k 243.00 305.42
Autodesk Common Stock (ADSK) 0.0 $73k 278.00 261.80
Nike Inc Class B Common Stock (NKE) 0.0 $70k 1.1k 63.46
Clorox Common Stock (CLX) 0.0 $68k 461.00 147.25
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $68k 140.00 484.82
The Coca-cola Common Stock (KO) 0.0 $62k 871.00 71.66
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $60k 4.0k 14.87
Intuitive Surgical Common Stock (ISRG) 0.0 $59k 120.00 495.27
Corning Common Stock (GLW) 0.0 $59k 1.3k 45.79
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.0 $56k 100.00 559.39
Consolidated Edison Common Stock (ED) 0.0 $53k 480.00 110.58
Lendingclub Corp Common Stock (LC) 0.0 $52k 5.0k 10.32
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $51k 596.00 86.09
Walmart Common Stock (WMT) 0.0 $49k 563.00 87.74
Microchip Technology Common Stock (MCHP) 0.0 $45k 919.00 48.41
Pepsico Common Stock (PEP) 0.0 $44k 295.00 149.85
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $43k 1.6k 27.68
Ss&c Technologies Hldgs Common Stock (SSNC) 0.0 $42k 506.00 83.48
First Solar Common Stock (FSLR) 0.0 $39k 308.00 126.43
Equity Residential Reit Real Estate Investme (EQR) 0.0 $39k 541.00 71.60
Danaher Corp Common Stock (DHR) 0.0 $38k 184.00 205.51
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $36k 597.00 59.53
Ebay Common Stock (EBAY) 0.0 $30k 445.00 67.74
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV) 0.0 $30k 206.00 145.85
Evergy Common Stock (EVRG) 0.0 $29k 425.00 68.89
Hershey Common Stock (HSY) 0.0 $29k 168.00 171.00
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $28k 926.00 30.30
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $28k 1.5k 18.09
Union Pac Corp Common Stock (UNP) 0.0 $26k 110.00 237.26
Target Corp Equity Class Equity Common Stock (TGT) 0.0 $25k 241.00 104.22
Intel Corp Common Stock (INTC) 0.0 $24k 1.0k 22.71
Veeva Sys Inc Class A Common Stock (VEEV) 0.0 $23k 100.00 231.63
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $22k 781.00 28.55
Honeywell Intl Common Stock (HON) 0.0 $22k 104.00 211.75
Palantir Technologies Inclass A Common Stock (PLTR) 0.0 $21k 250.00 84.40
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK) 0.0 $21k 101.00 207.17
Us Bancorp Del Common Stock (USB) 0.0 $19k 458.00 42.20
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $19k 1.2k 15.59
Merck & Co Common Stock (MRK) 0.0 $19k 213.00 89.88
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $19k 234.00 80.61
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $19k 65.00 288.14
Peoples Bancorp Common Stock (PEBO) 0.0 $18k 608.00 29.67
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.0 $17k 105.00 166.00
Coeur Mng Common Stock (CDE) 0.0 $17k 2.9k 5.92
Uber Technologies Common Stock (UBER) 0.0 $17k 234.00 72.86
Caterpillar Common Stock (CAT) 0.0 $17k 50.00 329.80
Nisource Common Stock (NI) 0.0 $16k 408.00 40.12
Yum Brands Common Stock (YUM) 0.0 $16k 103.00 157.36
Ishares Us Financial Seretf Uit Exchange Traded (IYG) 0.0 $16k 200.00 78.55
Applied Matls Common Stock (AMAT) 0.0 $15k 104.00 144.45
Mongodb Inc Class A Common Stock (MDB) 0.0 $15k 85.00 175.40
General Mtrs Common Stock (GM) 0.0 $14k 300.00 46.97
Morgan Stanley Common Stock (MS) 0.0 $14k 117.00 116.67
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $13k 101.00 128.64
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $13k 59.00 217.37
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $13k 200.00 63.41
Cummins Common Stock (CMI) 0.0 $12k 39.00 316.59
Omnicell Common Stock (OMCL) 0.0 $12k 350.00 34.96
Chevron Corp Common Stock (CVX) 0.0 $12k 69.00 166.59
Mastercard Inc Class A Common Stock (MA) 0.0 $11k 20.00 561.60
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $11k 255.00 43.56
Edison Intl Common Stock (EIX) 0.0 $10k 177.00 58.85
Public Storage Reit Real Estate Investme (PSA) 0.0 $10k 35.00 295.83
Abbvie Common Stock (ABBV) 0.0 $10k 48.00 211.00
Csx Corp Common Stock (CSX) 0.0 $10k 343.00 29.39
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $9.5k 150.00 63.58
Bristol Myers Squibb Common Stock (BMY) 0.0 $8.1k 132.00 61.17
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $8.0k 221.00 36.09
Vanguard Information Technology Etf Uit Exchange Traded (VGT) 0.0 $7.7k 14.00 548.71
Paypal Hldgs Common Stock (PYPL) 0.0 $7.5k 115.00 65.25
Kyndryl Hldgs Common Stock (KD) 0.0 $7.2k 229.00 31.40
Amphenol Corp New Class A Common Stock (APH) 0.0 $6.7k 103.00 65.47
Coty Inc Class A Common Stock (COTY) 0.0 $6.7k 1.2k 5.47
Smucker J M Common Stock (SJM) 0.0 $6.6k 55.00 119.22
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY) 0.0 $6.6k 25.00 262.04
Amgen Common Stock (AMGN) 0.0 $6.5k 21.00 310.76
Airbnb Inc Class A Common Stock (ABNB) 0.0 $6.0k 50.00 119.46
Carters Common Stock (CRI) 0.0 $5.3k 130.00 41.02
Warner Bros Discovery In Common Stock (WBD) 0.0 $5.2k 485.00 10.73
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $4.8k 50.00 95.52
Box Inc Class A Common Stock (BOX) 0.0 $4.6k 150.00 30.86
American Intl Group Common Stock (AIG) 0.0 $4.2k 48.00 87.12
Walgreens Boots Alliance Common Stock 0.0 $4.1k 367.00 11.17
Medical Pptys Tr Inc Reit Real Estate Investme (MPW) 0.0 $3.9k 647.00 6.03
Carlisle Cos Common Stock (CSL) 0.0 $3.9k 11.00 352.00
Pitney Bowes Common Stock (PBI) 0.0 $3.7k 407.00 9.06
Lyft Inc Class A Common Stock (LYFT) 0.0 $3.6k 300.00 11.87
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY) 0.0 $3.1k 25.00 123.88
Roblox Corp Class A Common Stock (RBLX) 0.0 $2.9k 50.00 58.30
Lumen Technologies Common Stock (LUMN) 0.0 $2.8k 717.00 3.92
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $2.8k 200.00 13.83
General Mls Common Stock (GIS) 0.0 $2.3k 38.00 59.34
T-mobile Us Common Stock (TMUS) 0.0 $1.9k 7.00 272.71
Wabtec Common Stock (WAB) 0.0 $1.6k 9.00 181.33
Zoom Communications Inc Class A Common Stock (ZM) 0.0 $369.000000 5.00 73.80
Viatris Common Stock (VTRS) 0.0 $165.999200 19.00 8.74
Globalstar Common Stock (GSAT) 0.0 $63.000000 3.00 21.00
Bath & Body Wks Common Stock (BBWI) 0.0 $0 0 0.00