Financial Avengers

Financial Avengers as of March 31, 2026

Portfolio Holdings for Financial Avengers

Financial Avengers holds 151 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 13.1 $29M 165k 174.40
Amazon.com Common Stock (AMZN) 10.2 $22M 107k 208.27
Apple Common Stock (AAPL) 10.0 $22M 86k 253.79
Alphabet Inc Class Class C Common Stock (GOOG) 9.6 $21M 74k 286.86
Berkshire Hathaway Class B Common Stock (BRK.B) 7.9 $17M 36k 479.20
Charles Schwab Corp Common Stock (SCHW) 6.0 $13M 140k 93.98
Johnson & Johnson Common Stock (JNJ) 5.2 $12M 47k 244.44
American Express Common Stock (AXP) 5.1 $11M 37k 302.48
Bank Of America Corp Common Stock (BAC) 3.8 $8.3M 171k 48.75
Microsoft Corp Common Stock (MSFT) 2.6 $5.8M 16k 370.17
Shopify Inc Fclass Class A Foreign Canadian (SHOP) 2.6 $5.6M 48k 118.62
Verizon Communications I Common Stock (VZ) 2.5 $5.5M 109k 50.20
Procter & Gamble Common Stock (PG) 2.5 $5.4M 38k 144.44
Ishares Broad Usd Investment Grade Corporate Bond Etf Uit Exchange Traded (USIG) 2.4 $5.2M 101k 51.23
Disney Walt Common Stock (DIS) 2.2 $4.9M 51k 96.38
Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND) 2.0 $4.5M 61k 73.64
Starbucks Corp Common Stock (SBUX) 1.8 $3.9M 44k 89.59
Pfizer Common Stock (PFE) 1.5 $3.3M 118k 28.08
Tesla Common Stock (TSLA) 1.0 $2.2M 5.9k 371.75
Adobe Common Stock (ADBE) 0.9 $2.1M 8.6k 243.08
Alphabet Inc Class Class A Common Stock (GOOGL) 0.9 $1.9M 6.6k 287.56
Kenvue Common Stock (KVUE) 0.8 $1.8M 107k 17.24
3M Common Stock (MMM) 0.7 $1.5M 10k 145.23
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A) 0.7 $1.4M 2.00 718140.00
Eli Lilly And Common Stock (LLY) 0.5 $1.1M 1.2k 919.41
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY) 0.5 $1.1M 72k 15.42
Meta Platforms Inc Class Class A Common Stock (META) 0.3 $641k 1.1k 571.92
Advanced Micro Devic Common Stock (AMD) 0.2 $412k 2.0k 203.43
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY) 0.2 $340k 3.1k 109.24
Costco Whsl Corp Common Stock (COST) 0.1 $303k 304.00 995.71
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $232k 788.00 294.24
Ge Aerospace Common Stock (GE) 0.1 $231k 815.00 283.74
Ge Vernova Common Stock (GEV) 0.1 $213k 243.00 874.43
At&t Common Stock (T) 0.1 $208k 7.2k 28.99
Visa Inc Class Class A Common Stock (V) 0.1 $207k 684.00 302.28
Gilead Sciences Common Stock (GILD) 0.1 $186k 1.3k 139.41
Automatic Data Processin Common Stock (ADP) 0.1 $179k 882.00 203.25
Arch Capital Group Ltd F Foreign Ordinaries (ACGL) 0.1 $157k 1.6k 95.99
Cisco Sys Common Stock (CSCO) 0.1 $155k 2.0k 77.60
Ibm Corp Common Stock (IBM) 0.1 $136k 559.00 242.45
Netflix Common Stock (NFLX) 0.1 $124k 1.3k 96.15
Corning Common Stock (GLW) 0.0 $109k 798.00 136.03
Home Depot Common Stock (HD) 0.0 $107k 325.00 329.26
Ford Mtr Co Del Common Stock (F) 0.0 $98k 8.5k 11.54
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML) 0.0 $79k 60.00 1320.83
Unitedhealth Group Common Stock (UNH) 0.0 $75k 276.00 270.43
Walmart Common Stock (WMT) 0.0 $71k 568.00 124.31
Texas Instrs Common Stock (TXN) 0.0 $70k 362.00 194.17
Broadcom Common Stock (AVGO) 0.0 $67k 216.00 309.47
Thermo Fisher Scientific Common Stock (TMO) 0.0 $64k 130.00 492.92
Iron Mtn Inc New Reit Real Estate Investme (IRM) 0.0 $63k 618.00 102.07
Dropbox Inc Class Class A Common Stock (DBX) 0.0 $60k 2.7k 22.72
Nike Inc Class Class B Common Stock (NKE) 0.0 $60k 1.1k 52.81
Tic Solutions Common Stock (TIC) 0.0 $59k 9.0k 6.58
Microchip Technology Common Stock (MCHP) 0.0 $56k 868.00 64.61
Vertex Pharmaceuticals I Common Stock (VRTX) 0.0 $56k 125.00 446.54
American Elec Pwr Common Stock (AEP) 0.0 $54k 414.00 131.19
Intuitive Surgical Common Stock (ISRG) 0.0 $51k 110.00 460.99
Intel Corp Common Stock (INTC) 0.0 $51k 1.1k 44.14
Lendingclub Corp Common Stock (LC) 0.0 $50k 3.5k 14.32
The Coca-cola Common Stock (KO) 0.0 $50k 657.00 76.02
Autodesk Common Stock (ADSK) 0.0 $48k 200.00 239.40
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK) 0.0 $46k 2.5k 18.52
First Solar Common Stock (FSLR) 0.0 $44k 225.00 197.26
Clorox Common Stock (CLX) 0.0 $44k 425.00 103.65
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG) 0.0 $44k 1.6k 28.26
Ebay Common Stock (EBAY) 0.0 $41k 451.00 91.07
Caterpillar Common Stock (CAT) 0.0 $36k 50.00 714.38
Pepsico Common Stock (PEP) 0.0 $36k 229.00 155.12
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM) 0.0 $36k 105.00 337.95
Danaher Corp Common Stock (DHR) 0.0 $35k 186.00 189.18
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG) 0.0 $35k 727.00 47.52
Equity Residential Reit Real Estate Investme (EQR) 0.0 $33k 565.00 59.13
Hershey Common Stock (HSY) 0.0 $32k 154.00 208.05
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL) 0.0 $31k 537.00 56.97
Target Corp Equity Class Equity Common Stock (TGT) 0.0 $31k 252.00 121.29
Adasina Social Justice All Cap Global Etf Uit Exchange Traded (JSTC) 0.0 $30k 1.6k 19.50
Spdr Gold Shares Uit Exchange Traded (GLD) 0.0 $28k 65.00 430.29
Applied Matls Common Stock (AMAT) 0.0 $28k 80.00 343.30
Union Pac Corp Common Stock (UNP) 0.0 $27k 113.00 242.78
Kinder Morgan Inc Del Common Stock (KMI) 0.0 $27k 814.00 33.54
Ishares Esg Aware 40/60 Moderate Allocation Etf Uit Exchange Traded (EAOM) 0.0 $26k 875.00 29.73
Us Bancorp Del Common Stock (USB) 0.0 $25k 478.00 52.05
Akre Focus Etf Uit Exchange Traded (AKRE) 0.0 $24k 461.00 52.85
American Healthcare Reitreit Real Estate Investme (AHR) 0.0 $24k 500.00 47.16
Levi Strauss & Co New Class Class A Common Stock (LEVI) 0.0 $23k 1.3k 18.49
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV) 0.0 $22k 152.00 146.57
Ishares U.s. Aerospace &defense Etf Uit Exchange Traded (ITA) 0.0 $22k 100.00 218.90
Cummins Common Stock (CMI) 0.0 $22k 40.00 539.52
Invesco Aerospace & Defense Etf Uit Exchange Traded (PPA) 0.0 $22k 130.00 165.75
Peoples Bancorp Common Stock (PEBO) 0.0 $21k 642.00 32.85
Mongodb Inc Class Class A Common Stock (MDB) 0.0 $20k 80.00 244.78
Nisource Common Stock (NI) 0.0 $20k 419.00 46.69
Veeva Sys Inc Class Class A Common Stock (VEEV) 0.0 $18k 100.00 175.66
Delta Air Lines Inc Del Common Stock (DAL) 0.0 $17k 258.00 66.47
Ge Healthcare Technologi Common Stock (GEHC) 0.0 $17k 234.00 71.22
Yum Brands Common Stock (YUM) 0.0 $16k 105.00 155.46
Invesco Biotechnology & Genome Etf Uit Exchange Traded (PBE) 0.0 $16k 202.00 79.27
Merck & Co Common Stock (MRK) 0.0 $16k 131.00 119.87
Chevron Corp Common Stock (CVX) 0.0 $15k 72.00 206.19
Vanguard Mega Cap Value Index Fund Etf Shares Uit Exchange Traded (MGV) 0.0 $15k 101.00 144.73
Csx Corp Common Stock (CSX) 0.0 $14k 348.00 41.02
Edison Intl Common Stock (EIX) 0.0 $14k 188.00 73.07
Vanguard Core Bond Etf Uit Exchange Traded (VCRB) 0.0 $14k 175.00 77.38
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK) 0.0 $13k 101.00 132.77
Warner Bros Discovery Inclass Series A Common Stock (WBD) 0.0 $13k 485.00 27.46
Omnicell Common Stock (OMCL) 0.0 $12k 350.00 33.38
Amphenol Corp New Class Class A Common Stock (APH) 0.0 $11k 91.00 125.76
Abbvie Common Stock (ABBV) 0.0 $11k 50.00 217.00
American Tower Corp New Reit Real Estate Investme (AMT) 0.0 $11k 61.00 172.52
Vanguard Information Technology Index Fund Etf Shares Uit Exchange Traded (VGT) 0.0 $9.9k 14.00 708.93
Public Storage Reit Real Estate Investme (PSA) 0.0 $9.8k 36.00 271.81
Consolidated Edison Common Stock (ED) 0.0 $9.1k 80.00 113.54
Bristol Myers Squibb Common Stock (BMY) 0.0 $8.4k 139.00 60.78
Vanguard Esg U.s. Stock Etf Uit Exchange Traded (ESGV) 0.0 $8.4k 75.00 112.47
Stag Indl Inc Reit Real Estate Investme (STAG) 0.0 $8.2k 229.00 35.99
Amgen Common Stock (AMGN) 0.0 $7.6k 22.00 345.50
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM) 0.0 $7.5k 150.00 49.79
Bank Montreal Que F Foreign Canadian (BMO) 0.0 $6.8k 50.00 135.34
Airbnb Inc Class A Common Stock (ABNB) 0.0 $6.3k 50.00 126.28
Smucker J M Common Stock (SJM) 0.0 $5.6k 58.00 95.81
Lyft Inc Class Class A Common Stock (LYFT) 0.0 $5.3k 400.00 13.30
Mastercard Inc Class Class A Common Stock (MA) 0.0 $5.3k 11.00 481.09
Lumen Technologies Common Stock (LUMN) 0.0 $5.0k 717.00 6.95
Carters Common Stock (CRI) 0.0 $4.8k 135.00 35.64
Ishares Esg Aware Msci Eafe Etf Uit Exchange Traded (ESGD) 0.0 $4.8k 50.00 95.62
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY) 0.0 $4.7k 25.00 189.72
Pitney Bowes Common Stock (PBI) 0.0 $4.6k 420.00 11.05
American Intl Group Common Stock (AIG) 0.0 $3.7k 49.00 75.53
Kyndryl Hldgs Common Stock (KD) 0.0 $3.7k 279.00 13.12
Box Inc Class A Common Stock (BOX) 0.0 $3.5k 150.00 23.64
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY) 0.0 $3.3k 5.00 650.40
Medical Pptys Tr Inc Reit Real Estate Investme (MPT) 0.0 $3.2k 691.00 4.63
Roblox Corp Class A Common Stock (RBLX) 0.0 $2.8k 50.00 56.56
Brookdale Sr Living Common Stock (BKD) 0.0 $2.7k 200.00 13.68
Coty Inc Class A Common Stock (COTY) 0.0 $2.5k 1.2k 2.01
Wabtec Common Stock (WAB) 0.0 $2.2k 9.00 249.89
Zoom Communications Inc Class A Common Stock (ZM) 0.0 $2.0k 25.00 80.40
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY) 0.0 $1.9k 200.00 9.53
The Magnum Ice Cream C F Foreign Ordinaries (MICC) 0.0 $1.8k 121.00 14.95
Sofi Technologies Common Stock (SOFI) 0.0 $1.6k 100.00 15.88
Leidos Hldgs Common Stock (LDOS) 0.0 $1.6k 10.00 156.00
T-mobile Us Common Stock (TMUS) 0.0 $1.5k 7.00 218.57
Ershares Private-public Crossover Etf Uit Exchange Traded (XOVR) 0.0 $1.4k 80.00 16.89
Quantumscape Corp Class Class A Common Stock (QS) 0.0 $1.3k 200.00 6.38
Ishares Silver Trust Uit Exchange Traded (SLV) 0.0 $681.000000 10.00 68.10
Microvision Inc Del Common Stock (MVIS) 0.0 $641.000000 1.0k 0.64
Rivian Automotive Inc Class Class A Common Stock (RIVN) 0.0 $602.000000 40.00 15.05
Viatris Common Stock (VTRS) 0.0 $268.000000 20.00 13.40
Globalstar Common Stock (GSAT) 0.0 $198.999900 3.00 66.33
Walgreens Boots Alliance Common Stock 0.0 $0 367.00 0.00