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Financial Avengers, Inc. Top Holdings and 13F Report (2025)

About Financial Avengers, Inc.

Investment Activity

  • Financial Avengers, Inc. has $212.04 million in total holdings as of December 31, 2024.
  • Financial Avengers, Inc. owns shares of 161 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 2.21% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Financial Avengers, Inc. has purchased 176 new stocks and bought additional shares in 65 stocks.
  • Financial Avengers, Inc. sold shares of 27 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Amazon.com
$27,785,744
NVIDIA
$27,313,517
Apple
$25,239,007
Berkshire Hathaway
$17,319,376
Alphabet
$16,973,356

Largest New Holdings this Quarter

Largest Purchases this Quarter

Pfizer
24,642 shares (about $653.75K)
3M
4,577 shares (about $590.86K)
Vanguard Total Bond Market ETF
6,710 shares (about $482.53K)
Verizon Communications
11,001 shares (about $439.93K)

Largest Sales this Quarter

BERKSHIRE HTWY ACLASSA
99 shares (about $67.41M)
Apple
12,422 shares (about $3.11M)
Intel
112,650 shares (about $2.26M)
Bank of America
22,835 shares (about $1.00M)
American Express
2,601 shares (about $771.95K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Avengers, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$27,785,744$233,431 -0.8%126,65013.1%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$27,313,517$417,776 -1.5%203,39212.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$25,239,007$3,110,708 -11.0%100,78711.9%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$17,319,376$79,324 -0.5%38,2098.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$16,973,356$39,992 -0.2%89,1278.0%Computer and Technology
American Express stock logo
AXP
American Express
$12,232,227$771,953 -5.9%41,2155.8%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$11,780,372$648,400 -5.2%159,1735.6%Finance
Bank of America Co. stock logo
BAC
Bank of America
$8,677,848$1,003,599 -10.4%197,4484.1%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$6,703,042$99,473 1.5%15,9033.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,453,375$166,458 2.6%44,6233.0%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,372,660$105,451 1.7%38,0123.0%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$5,703,471$173,261 3.1%51,2212.7%Consumer Discretionary
Shopify Inc. stock logo
SHOP
Shopify
$4,736,470$104,735 2.3%44,5452.2%Computer and Technology
Ford Motor stock logo
F
Ford Motor
$4,538,872$178,972 -3.8%458,4722.1%Auto/Tires/Trucks
Starbucks Co. stock logo
SBUX
Starbucks
$3,840,384$29,657 0.8%42,0861.8%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,202,262$439,928 15.9%80,0771.5%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,107,549$641,298 -17.1%7,6951.5%Auto/Tires/Trucks
Adobe Inc. stock logo
ADBE
Adobe
$2,720,997$195,659 7.7%6,1191.3%Computer and Technology
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$1,982,243$990,920 100.0%39,4240.9%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,551,715$8,140 -0.5%8,1970.7%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,468,286$482,525 48.9%20,4180.7%ETF
Kenvue Inc. stock logo
KVUE
Kenvue
$1,430,110$436,693 44.0%66,9840.7%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$1,395,048$653,750 88.2%52,5840.7%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,123,095$32,419 -2.8%1,4550.5%Medical
3M stock logo
MMM
3M
$715,305$590,859 474.8%5,5410.3%Multi-Sector Conglomerates
BERKSHIRE HTWY ACLASSA
$680,920$67,411,080 -99.0%10.3%COMMON STOCK
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$629,074$55,684 -8.1%5,2080.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$548,851$46,860 -7.9%9370.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$281,116$5,494 2.0%3070.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$251,346$15,801 -5.9%8590.1%Business Services
Visa Inc. stock logo
V
Visa
$214,252$316 0.1%6780.1%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$209,058$959 0.5%8720.1%Finance
Rolls-Royce Holdings plc stock logo
RYCEY
Rolls-Royce Holdings plc
$202,758$49,800 32.6%28,5000.1%Aerospace
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$202,438$11,640 -5.4%4000.1%Medical
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$164,3830.0%1,7800.1%Finance
AT&T Inc. stock logo
T
AT&T
$157,081$1,935 1.2%6,8990.1%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$143,638$34,044 -19.2%2,4260.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$138,1550.0%1550.1%Consumer Discretionary
General Electric stock logo
GE
General Electric
$134,975$167 0.1%8090.1%Transportation
The Home Depot, Inc. stock logo
HD
Home Depot
$133,507$778 0.6%3430.1%Retail/Wholesale
Fortinet, Inc. stock logo
FTNT
Fortinet
$132,272$9,448 -6.7%1,4000.1%Computer and Technology
NV5 Global, Inc. stock logo
NVEE
NV5 Global
$128,112$96,084 300.0%6,8000.1%Business Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$122,883$1,016 0.8%1,3300.1%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$119,171$879 0.7%5420.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$109,5090.0%4720.1%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$102,078$375 0.4%5440.0%Computer and Technology
Dropbox, Inc. stock logo
DBX
Dropbox
$101,7150.0%3,3860.0%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$93,991$922 1.0%1,0190.0%Utilities
NIKE, Inc. stock logo
NKE
NIKE
$92,645$378 0.4%1,2240.0%Consumer Discretionary
Takeda Pharmaceutical Company Limited stock logo
TAK
Takeda Pharmaceutical
$82,2340.0%6,2110.0%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$82,168$23,054 39.0%2780.0%Computer and Technology
LendingClub Co. stock logo
LC
LendingClub
$80,950$32,380 -28.6%5,0000.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$80,944$13,114 -13.9%7160.0%Medical
GE VERNOVA INC
$79,930$8,223 11.5%2430.0%COMMON STOCK
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$78,4190.0%1510.0%Medical
The Clorox Company stock logo
CLX
Clorox
$74,267$18,039 32.1%4570.0%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$67,8550.0%1300.0%Medical
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$62,238$315 0.5%5920.0%Business Services
Corning Incorporated stock logo
GLW
Corning
$60,943$190 0.3%1,2820.0%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$60,4050.0%1500.0%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$56,436$249 -0.4%9060.0%Consumer Staples
First Solar, Inc. stock logo
FSLR
First Solar
$54,2820.0%3080.0%Oils/Energy
Walmart Inc. stock logo
WMT
Walmart
$52,7050.0%5830.0%Retail/Wholesale
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$52,295$401 0.8%9120.0%Computer and Technology
Motley Fool Global Opportunities ETF stock logo
TMFG
Motley Fool Global Opportunities ETF
$47,765$5,638 13.4%1,6860.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$44,1390.0%2900.0%Consumer Staples
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$42,486$357 0.8%4760.0%Utilities
Danaher Co. stock logo
DHR
Danaher
$42,2920.0%1840.0%Medical
ONEOK, Inc. stock logo
OKE
ONEOK
$41,6660.0%4150.0%Oils/Energy
Intel Co. stock logo
INTC
Intel
$40,951$2,259,123 -98.2%2,0420.0%Computer and Technology
Equity Residential stock logo
EQR
Equity Residential
$38,463$359 0.9%5360.0%Finance
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$38,207$76 0.2%5040.0%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$33,664$170 0.5%5940.0%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$32,707$298 0.9%3290.0%Medical
Target Co. stock logo
TGT
Target
$32,250$270 0.8%2390.0%Retail/Wholesale
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$31,1240.0%4000.0%ETF
Enbridge Inc. stock logo
ENB
Enbridge
$29,2770.0%6900.0%Oils/Energy
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$28,200$138 0.5%2050.0%ETF
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$28,156$202 0.7%1,5340.0%ETF
Antero Resources Co. stock logo
AR
Antero Resources
$28,0400.0%8000.0%Oils/Energy
eBay Inc. stock logo
EBAY
eBay
$27,455$124 0.5%4430.0%Retail/Wholesale
The Hershey Company stock logo
HSY
Hershey
$26,802$170 0.6%1580.0%Consumer Staples
AMERICAN HEALTHCARE REITREIT
$26,3170.0%9260.0%REAL ESTATE INVESTME
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$26,2480.0%4850.0%Oils/Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$26,0660.0%1600.0%Computer and Technology
EVERGY INC
$25,881$246 1.0%4200.0%COMMON STOCK
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$25,0880.0%2010.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$25,050$228 0.9%1100.0%Transportation
ASML Holding stock logo
ASML
ASML
$24,258$6,931 40.0%350.0%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$23,5220.0%1010.0%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$23,493$11,295 -32.5%1040.0%Multi-Sector Conglomerates
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$23,4630.0%3000.0%Basic Materials
MongoDB, Inc. stock logo
MDB
MongoDB
$23,2810.0%1000.0%Computer and Technology
EQT Co. stock logo
EQT
EQT
$23,055$23,239 -50.2%5000.0%Oils/Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$21,681$191 0.9%4530.0%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$21,184$219 1.0%7730.0%Oils/Energy
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$21,160$156 0.7%1,2230.0%Retail/Wholesale
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$21,0250.0%1000.0%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$20,7360.0%1050.0%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$20,5180.0%3340.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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