Financial Avengers

Financial Avengers as of Sept. 30, 2025

Portfolio Holdings for Financial Avengers

Financial Avengers holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 14.9 $35M 186k 186.58
Amazon.com Common Stock (AMZN) 10.8 $25M 114k 219.57
Apple Common Stock (AAPL) 10.0 $23M 92k 254.63
Alphabet Inc Class C Common Stock (GOOG) 8.7 $20M 83k 243.55
Berkshire Hathaway Class B Common Stock (BRK.B) 8.1 $19M 37k 502.74
Charles Schwab Corp Common Stock (SCHW) 6.1 $14M 149k 95.47
American Express Common Stock (AXP) 5.6 $13M 39k 332.16
Bank Of America Corp Common Stock (BAC) 4.0 $9.4M 182k 51.59
Johnson & Johnson Common Stock (JNJ) 3.9 $9.1M 49k 185.42
Microsoft Corp Common Stock (MSFT) 3.5 $8.2M 16k 517.95
Shopify Inc Fclass Class A Foreign Canadian (SHOP) 2.9 $6.7M 45k 148.61
Disney Walt Common Stock (DIS) 2.5 $5.8M 50k 114.50
Procter & Gamble Common Stock (PG) 2.5 $5.7M 37k 153.65
Verizon Communications I Common Stock (VZ) 1.8 $4.2M 96k 43.95
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG) 1.6 $3.8M 73k 52.22
Starbucks Corp Common Stock (SBUX) 1.6 $3.7M 44k 84.60
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 1.3 $3.1M 41k 74.37
Adobe Common Stock (ADBE) 1.3 $2.9M 8.3k 353.60
Tesla Common Stock (TSLA) 1.1 $2.6M 5.9k 444.72
Pfizer Common Stock (PFE) 1.1 $2.5M 98k 25.48
Alphabet Inc Class Class A Common Stock (GOOGL) 0.8 $2.0M 8.1k 243.10
Kenvue Common Stock (KVUE) 0.7 $1.7M 107k 16.23
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A) 0.6 $1.5M 2.00 754200.00
3M Common Stock (MMM) 0.6 $1.5M 9.6k 155.18
Eli Lilly And Common Stock (LLY) 0.5 $1.1M 1.4k 763.25
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.5 $1.1M 66k 16.20
Meta Platforms Inc Class A Common Stock (META) 0.3 $750k 1.0k 734.14
Advanced Micro Devic Common Stock (AMD) 0.2 $485k 3.0k 161.79
Costco Whsl Corp Common Stock (COST) 0.1 $285k 308.00 925.48
Automatic Data Processin Common Stock (ADP) 0.1 $256k 872.00 293.44
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $254k 806.00 315.28
Ge Aerospace Common Stock (GE) 0.1 $245k 813.00 300.80
Visa Inc Class A Common Stock (V) 0.1 $233k 681.00 341.52
At&t Common Stock (T) 0.1 $199k 7.1k 28.24
Ibm Corp Common Stock (IBM) 0.1 $156k 552.00 282.37
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $151k 1.7k 90.73
Ge Vernova Common Stock (GEV) 0.1 $150k 243.00 615.56
Gilead Sciences Common Stock (GILD) 0.1 $146k 1.3k 110.99
Netflix Common Stock (NFLX) 0.1 $144k 120.00 1198.92
Cisco Sys Common Stock (CSCO) 0.1 $137k 2.0k 68.43
Home Depot Common Stock (HD) 0.1 $130k 321.00 405.24
Acuren Corp Common Stock (TIC) 0.1 $120k 9.0k 13.31
Unitedhealth Group Common Stock (UNH) 0.0 $114k 331.00 345.06
Fortinet Common Stock (FTNT) 0.0 $101k 1.2k 84.08
Ford Mtr Co Del Common Stock (F) 0.0 $100k 8.4k 11.96
Abbott Labs Common Stock (ABT) 0.0 $97k 725.00 133.99
Texas Instrs Common Stock (TXN) 0.0 $97k 529.00 183.62
Dropbox Inc Class A Common Stock (DBX) 0.0 $88k 2.9k 30.21
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY) 0.0 $84k 690.00 122.31
Autodesk Common Stock (ADSK) 0.0 $79k 250.00 317.67
Nike Inc Class Class B Common Stock (NKE) 0.0 $78k 1.1k 69.74
Broadcom Common Stock (AVGO) 0.0 $76k 229.00 330.03
Thermo Fisher Scientific Common Stock (TMO) 0.0 $73k 151.00 485.47
Corning Common Stock (GLW) 0.0 $65k 794.00 82.05
American Elec Pwr Common Stock (AEP) 0.0 $62k 555.00 112.46
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $62k 607.00 101.93
Lendingclub Corp Common Stock (LC) 0.0 $61k 4.0k 15.19
Walmart Common Stock (WMT) 0.0 $58k 567.00 103.05
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $58k 60.00 968.08
Clorox Common Stock (CLX) 0.0 $58k 470.00 123.29
Microchip Technology Common Stock (MCHP) 0.0 $55k 856.00 64.24
Intuitive Surgical Common Stock (ISRG) 0.0 $54k 120.00 447.23
First Solar Common Stock (FSLR) 0.0 $52k 236.00 220.53
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $49k 125.00 391.64
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $46k 1.6k 29.94
The Coca-cola Common Stock (KO) 0.0 $43k 647.00 66.33
Pepsico Common Stock (PEP) 0.0 $42k 300.00 140.53
Ebay Common Stock (EBAY) 0.0 $41k 448.00 90.98
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $39k 926.00 42.01
Intel Corp Common Stock (INTC) 0.0 $39k 1.1k 33.55
Danaher Corp Common Stock (DHR) 0.0 $37k 185.00 198.31
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $37k 2.5k 14.64
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $36k 603.00 59.32
Equity Residential Reit Real Estate Investme (EQR) 0.0 $36k 552.00 64.77
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC) 0.0 $31k 1.5k 20.33
Hershey Common Stock (HSY) 0.0 $30k 160.00 187.04
Veeva Sys Inc Class A Common Stock (VEEV) 0.0 $30k 100.00 297.91
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.0 $29k 105.00 279.29
Levi Strauss & Co New Class A Common Stock (LEVI) 0.0 $29k 1.3k 23.30
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV) 0.0 $29k 208.00 138.97
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK) 0.0 $29k 102.00 280.83
Union Pac Corp Common Stock (UNP) 0.0 $26k 112.00 235.88
Mongodb Inc Class A Common Stock (MDB) 0.0 $25k 80.00 310.38
Caterpillar Common Stock (CAT) 0.0 $24k 50.00 478.90
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.0 $23k 65.00 355.48
Us Bancorp Del Common Stock (USB) 0.0 $23k 469.00 48.29
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $23k 798.00 28.32
Target Corp Equity Class Equity Common Stock (TGT) 0.0 $22k 247.00 89.55
Applied Matls Common Stock (AMAT) 0.0 $21k 104.00 204.89
Peoples Bancorp Common Stock (PEBO) 0.0 $19k 625.00 29.99
General Mtrs Common Stock (GM) 0.0 $18k 301.00 61.03
Nisource Common Stock (NI) 0.0 $18k 414.00 43.29
Ss&c Technologies Hldgs Common Stock (SSNC) 0.0 $18k 200.00 88.84
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $18k 234.00 75.08
Cummins Common Stock (CMI) 0.0 $17k 40.00 420.43
Yum Brands Common Stock (YUM) 0.0 $16k 104.00 152.00
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $15k 256.00 56.84
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE) 0.0 $14k 201.00 69.87
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV) 0.0 $14k 101.00 137.53
Amphenol Corp New Class A Common Stock (APH) 0.0 $13k 103.00 124.06
Csx Corp Common Stock (CSX) 0.0 $12k 345.00 35.54
Merck & Co Common Stock (MRK) 0.0 $12k 144.00 83.99
Mastercard Inc Class A Common Stock (MA) 0.0 $12k 21.00 556.52
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $12k 60.00 191.92
Abbvie Common Stock (ABBV) 0.0 $11k 49.00 232.35
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $11k 150.00 75.20
Chevron Corp Common Stock (CVX) 0.0 $11k 70.00 155.93
Omnicell Common Stock (OMCL) 0.0 $11k 350.00 30.45
Vanguard Information Technology Etf Uit Exchange Traded (VGT) 0.0 $11k 14.00 757.07
Public Storage Reit Real Estate Investme (PSA) 0.0 $10k 35.00 291.46
Edison Intl Common Stock (EIX) 0.0 $10k 182.00 55.38
Warner Bros Discovery In Common Stock (WBD) 0.0 $9.5k 485.00 19.53
Ishares Russell 2000 Value Etf Uit Exchange Traded (IWN) 0.0 $9.4k 53.00 176.81
Lyft Inc Class A Common Stock (LYFT) 0.0 $8.8k 400.00 22.01
Kyndryl Hldgs Common Stock (KD) 0.0 $8.4k 279.00 30.03
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $8.0k 226.00 35.22
Consolidated Edison Common Stock (ED) 0.0 $7.9k 79.00 100.47
Roblox Corp Class A Common Stock (RBLX) 0.0 $6.9k 50.00 138.52
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $6.5k 50.00 130.26
Smucker J M Common Stock (SJM) 0.0 $6.1k 56.00 109.52
Bristol Myers Squibb Common Stock (BMY) 0.0 $6.1k 136.00 45.07
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY) 0.0 $6.1k 25.00 245.12
Airbnb Inc Class A Common Stock (ABNB) 0.0 $6.1k 50.00 121.42
Amgen Common Stock (AMGN) 0.0 $6.0k 21.00 286.19
Coty Inc Class A Common Stock (COTY) 0.0 $5.0k 1.2k 4.04
Box Inc Class A Common Stock (BOX) 0.0 $4.8k 150.00 32.27
Pitney Bowes Common Stock (PBI) 0.0 $4.7k 413.00 11.40
Lumen Technologies Common Stock (LUMN) 0.0 $4.4k 717.00 6.12
American Intl Group Common Stock (AIG) 0.0 $3.8k 49.00 77.96
Carters Common Stock (CRI) 0.0 $3.7k 133.00 28.13
Medical Pptys Tr Inc Reit Real Estate Investme (MPW) 0.0 $3.4k 670.00 5.07
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $2.4k 200.00 11.99
General Mills Common Stock (GIS) 0.0 $1.9k 39.00 49.90
Wabtec Common Stock (WAB) 0.0 $1.8k 9.00 200.44
T-mobile Us Common Stock (TMUS) 0.0 $1.7k 7.00 246.57
Microvision Inc Del Common Stock (MVIS) 0.0 $1.2k 1.0k 1.24
Zoom Communications Inc Class A Common Stock (ZM) 0.0 $413.000000 5.00 82.60
Viatris Common Stock (VTRS) 0.0 $193.000100 19.00 10.16
Globalstar Common Stock (GSAT) 0.0 $108.999900 3.00 36.33
Walgreens Boots Alliance Common Stock 0.0 $0 367.00 0.00