Financial Avengers

Financial Avengers as of June 30, 2025

Portfolio Holdings for Financial Avengers

Financial Avengers holds 141 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 14.1 $30M 192k 157.99
Amazon.com Common Stock (AMZN) 12.2 $26M 120k 219.39
Apple Common Stock (AAPL) 9.0 $20M 95k 205.17
Berkshire Hathaway Class B Common Stock (BRK.B) 8.7 $19M 38k 485.77
Alphabet Inc Class C Common Stock (GOOG) 7.2 $16M 87k 177.39
Charles Schwab Corp Common Stock (SCHW) 6.5 $14M 155k 91.24
American Express Common Stock (AXP) 6.0 $13M 40k 318.98
Bank Of America Corp Common Stock (BAC) 4.2 $9.0M 191k 47.32
Microsoft Corp Common Stock (MSFT) 3.7 $8.1M 16k 497.40
Johnson & Johnson Common Stock (JNJ) 3.5 $7.5M 49k 152.75
Disney Walt Common Stock (DIS) 3.0 $6.4M 51k 124.01
Procter & Gamble Common Stock (PG) 2.8 $6.1M 38k 159.32
Shopify Inc Fclass A Foreign Canadian (SHOP) 2.4 $5.2M 46k 115.35
Verizon Communications I Common Stock (VZ) 1.9 $4.0M 93k 43.27
Starbucks Corp Common Stock (SBUX) 1.8 $3.9M 43k 91.63
Ishares Broad Usd Investment Grade C Uit Exchange Traded (USIG) 1.5 $3.3M 64k 51.44
Adobe Common Stock (ADBE) 1.4 $3.1M 7.9k 386.88
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 1.2 $2.6M 36k 73.63
Pfizer Common Stock (PFE) 1.0 $2.2M 90k 24.24
Kenvue Common Stock (KVUE) 1.0 $2.1M 102k 20.93
Tesla Common Stock (TSLA) 0.9 $1.9M 5.9k 317.66
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A) 0.7 $1.5M 2.00 728800.00
3M Common Stock (MMM) 0.6 $1.4M 9.1k 152.24
Alphabet Inc Class A Common Stock (GOOGL) 0.6 $1.4M 7.7k 176.24
Eli Lilly And Common Stock (LLY) 0.6 $1.2M 1.6k 779.37
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.4 $789k 50k 15.79
Meta Platforms Inc Class A Common Stock (META) 0.3 $693k 939.00 738.05
Advanced Micro Devic Common Stock (AMD) 0.2 $531k 3.7k 141.90
Costco Whsl Corp Common Stock (COST) 0.1 $304k 308.00 988.46
Automatic Data Processin Common Stock (ADP) 0.1 $268k 868.00 308.23
Visa Inc Class A Common Stock (V) 0.1 $242k 680.00 355.12
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $237k 817.00 290.06
Ge Aerospace Common Stock (GE) 0.1 $209k 812.00 257.35
At&t Common Stock (T) 0.1 $203k 7.0k 28.94
Ibm Corp Common Stock (IBM) 0.1 $162k 549.00 294.70
Netflix Common Stock (NFLX) 0.1 $154k 115.00 1339.13
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $152k 1.7k 91.05
Gilead Sciences Common Stock (GILD) 0.1 $145k 1.3k 110.85
Cisco Sys Common Stock (CSCO) 0.1 $139k 2.0k 69.39
Nv5 Global Common Stock (NVEE) 0.1 $139k 6.0k 23.09
Ge Vernova Common Stock (GEV) 0.1 $129k 243.00 529.59
Fortinet Common Stock (FTNT) 0.1 $127k 1.2k 105.72
Home Depot Common Stock (HD) 0.1 $117k 319.00 366.97
Texas Instrs Common Stock (TXN) 0.1 $109k 525.00 207.61
Unitedhealth Group Common Stock (UNH) 0.0 $103k 329.00 311.67
Abbott Labs Common Stock (ABT) 0.0 $98k 722.00 136.02
Dropbox Inc Class A Common Stock (DBX) 0.0 $97k 3.4k 28.60
Ford Mtr Co Del Common Stock (F) 0.0 $90k 8.3k 10.85
Autodesk Common Stock (ADSK) 0.0 $86k 278.00 309.57
Nike Inc Class B Common Stock (NKE) 0.0 $79k 1.1k 71.05
Intuitive Surgical Common Stock (ISRG) 0.0 $65k 120.00 543.41
Microchip Technology Common Stock (MCHP) 0.0 $65k 925.00 70.40
Broadcom Common Stock (AVGO) 0.0 $63k 229.00 275.25
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $62k 140.00 445.20
American Elec Pwr Common Stock (AEP) 0.0 $62k 600.00 103.77
The Coca-cola Common Stock (KO) 0.0 $62k 878.00 70.72
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $62k 602.00 102.61
Thermo Fisher Scientific Common Stock (TMO) 0.0 $61k 151.00 405.43
Clorox Common Stock (CLX) 0.0 $56k 465.00 120.10
Walmart Common Stock (WMT) 0.0 $55k 566.00 97.71
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $52k 3.4k 15.46
Consolidated Edison Common Stock (ED) 0.0 $49k 484.00 100.34
Lendingclub Corp Common Stock (LC) 0.0 $48k 4.0k 12.03
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $48k 60.00 801.38
First Solar Common Stock (FSLR) 0.0 $47k 286.00 165.54
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $47k 1.6k 30.39
Corning Common Stock (GLW) 0.0 $42k 791.00 52.62
Pepsico Common Stock (PEP) 0.0 $39k 298.00 131.85
Equity Residential Reit Real Estate Investme (EQR) 0.0 $37k 547.00 67.45
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $37k 600.00 61.18
Danaher Corp Common Stock (DHR) 0.0 $37k 185.00 197.29
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $34k 926.00 36.74
Ss&c Technologies Hldgs Common Stock (SSNC) 0.0 $33k 402.00 82.79
Ebay Common Stock (EBAY) 0.0 $33k 447.00 74.42
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $31k 1.5k 19.79
Evergy Common Stock (EVRG) 0.0 $30k 429.00 68.90
Veeva Sys Inc Class A Common Stock (VEEV) 0.0 $29k 100.00 287.98
Hershey Common Stock (HSY) 0.0 $28k 169.00 165.76
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV) 0.0 $28k 207.00 134.63
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK) 0.0 $26k 101.00 254.49
Union Pac Corp Common Stock (UNP) 0.0 $26k 111.00 230.32
Target Corp Equity Class Equity Common Stock (TGT) 0.0 $24k 244.00 98.49
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.0 $24k 105.00 226.49
Intel Corp Common Stock (INTC) 0.0 $23k 1.0k 22.40
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $23k 790.00 29.39
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $23k 1.2k 18.50
Us Bancorp Del Common Stock (USB) 0.0 $21k 464.00 45.21
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $20k 65.00 304.83
Caterpillar Common Stock (CAT) 0.0 $19k 50.00 388.22
Applied Matls Common Stock (AMAT) 0.0 $19k 104.00 182.71
Peoples Bancorp Common Stock (PEBO) 0.0 $19k 616.00 30.56
Mongodb Inc Class A Common Stock (MDB) 0.0 $18k 85.00 209.99
Ge Healthcare Technologitender Offer Exp: Common Stock (GEHC) 0.0 $17k 234.00 74.01
Nisource Common Stock (NI) 0.0 $17k 411.00 40.36
Yum Brands Common Stock (YUM) 0.0 $15k 104.00 147.48
General Mtrs Common Stock (GM) 0.0 $15k 301.00 49.13
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $13k 101.00 131.00
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY) 0.0 $13k 125.00 105.06
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $13k 59.00 222.58
Cummins Common Stock (CMI) 0.0 $13k 40.00 324.35
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $13k 200.00 64.20
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $13k 256.00 49.09
Mastercard Inc Class A Common Stock (MA) 0.0 $12k 21.00 549.05
Merck & Co Common Stock (MRK) 0.0 $11k 143.00 78.99
Csx Corp Common Stock (CSX) 0.0 $11k 344.00 32.62
Omnicell Common Stock (OMCL) 0.0 $10k 350.00 29.40
Public Storage Reit Real Estate Investme (PSA) 0.0 $10k 35.00 293.00
Amphenol Corp New Class A Common Stock (APH) 0.0 $10k 103.00 98.83
Chevron Corp Common Stock (CVX) 0.0 $10k 70.00 142.21
Kyndryl Hldgs Common Stock (KD) 0.0 $9.6k 229.00 41.96
Vanguard Information Technology Etf Uit Exchange Traded (VGT) 0.0 $9.4k 14.00 671.79
Edison Intl Common Stock (EIX) 0.0 $9.3k 179.00 51.74
Abbvie Common Stock (ABBV) 0.0 $9.1k 49.00 184.80
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $8.8k 150.00 58.64
Ishares Russell 2000 Value Etf Uit Exchange Traded (IWN) 0.0 $8.4k 53.00 157.75
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $8.1k 223.00 36.32
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY) 0.0 $6.8k 25.00 271.12
Airbnb Inc Class A Common Stock (ABNB) 0.0 $6.6k 50.00 132.34
Bristol Myers Squibb Common Stock (BMY) 0.0 $6.2k 134.00 46.30
Amgen Common Stock (AMGN) 0.0 $5.9k 21.00 280.76
Coty Inc Class A Common Stock (COTY) 0.0 $5.7k 1.2k 4.65
Warner Bros Discovery In Common Stock (WBD) 0.0 $5.6k 485.00 11.46
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $5.5k 50.00 110.64
Smucker J M Common Stock (SJM) 0.0 $5.5k 56.00 98.05
Roblox Corp Class A Common Stock (RBLX) 0.0 $5.3k 50.00 105.20
Box Inc Class A Common Stock (BOX) 0.0 $5.1k 150.00 34.17
Lyft Inc Class A Common Stock (LYFT) 0.0 $4.7k 300.00 15.76
Pitney Bowes Common Stock (PBI) 0.0 $4.5k 410.00 10.91
Walgreens Boots Alliance Common Stock 0.0 $4.2k 367.00 11.48
American Intl Group Common Stock (AIG) 0.0 $4.1k 48.00 86.23
Carters Common Stock (CRI) 0.0 $4.0k 131.00 30.23
Lumen Technologies Common Stock (LUMN) 0.0 $3.1k 717.00 4.38
Medical Pptys Tr Inc Reit Real Estate Investme (MPW) 0.0 $2.8k 657.00 4.31
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $2.5k 200.00 12.36
General Mills Common Stock (GIS) 0.0 $2.0k 38.00 51.97
Wabtec Common Stock (WAB) 0.0 $1.9k 9.00 209.33
T-mobile Us Common Stock (TMUS) 0.0 $1.7k 7.00 244.57
Zoom Communications Inc Class A Common Stock (ZM) 0.0 $390.000000 5.00 78.00
Viatris Common Stock (VTRS) 0.0 $171.999400 19.00 9.05
Globalstar Common Stock (GSAT) 0.0 $71.000100 3.00 23.67
Bath & Body Wks Common Stock (BBWI) 0.0 $0 0 0.00