Financial Avengers, Inc. Top Holdings and 13F Report (2024)

About Financial Avengers, Inc.

Investment Activity

Financial Avengers, Inc. has $203.21 million in total holdings as of September 30, 2024.
Financial Avengers, Inc. owns shares of 177 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 15.13% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Financial Avengers, Inc. has purchased 155 new stocks and bought additional shares in 72 stocks.
Financial Avengers, Inc. sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $26,377,602
NVIDIA: $25,077,761
Amazon.com: $23,796,950
Berkshire Hathaway: $17,666,620
Alphabet: $14,936,186

Largest New Holdings this Quarter

Alphabet: $14,936,186 Holding
American Express: $11,882,998 Holding
3M: $131,837 Holding
First Solar: $76,828 Holding
iShares U.S. Financial Services ETF: $28,408 Holding

Largest Purchases this Quarter

Alphabet: 89,337 shares (about $14.94M)
American Express: 43,816 shares (about $11.88M)
BERKSHIRE HATHWAY A CLASS A: 99 shares (about $684.27K)
Starbucks: 3,809 shares (about $371.34K)
Pfizer: 9,568 shares (about $276.90K)

Largest Sales this Quarter

Bath & Body Works: 145 shares (about $∞T)
NVIDIA: 6,130 shares (about $744.43K)
Apple: 1,877 shares (about $437.34K)
Berkshire Hathaway: 539 shares (about $248.08K)
Eli Lilly and Company: 189 shares (about $167.49K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$26,377,602	$437,339 ▼	-1.6%	113,209	13.0%	Computer and Technology
NVDA NVIDIA	$25,077,761	$744,428 ▼	-2.9%	206,503	12.3%	Computer and Technology
AMZN Amazon.com	$23,796,950	$152,791 ▼	-0.6%	127,714	11.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$17,666,620	$248,080 ▼	-1.4%	38,384	8.7%	Finance
GOOG Alphabet	$14,936,186	$14,936,186 ▲	New Holding	89,337	7.4%	Computer and Technology
AXP American Express	$11,882,998	$11,882,998 ▲	New Holding	43,816	5.8%	Finance
SCHW Charles Schwab	$10,883,772	$32,275 ▼	-0.3%	167,934	5.4%	Finance
BAC Bank of America	$8,740,835	$42,616 ▼	-0.5%	220,283	4.3%	Finance
JNJ Johnson & Johnson	$7,045,064	$206,788 ▲	3.0%	43,472	3.5%	Medical
MSFT Microsoft	$6,741,457	$83,047 ▲	1.2%	15,667	3.3%	Computer and Technology
PG Procter & Gamble	$6,474,706	$8,314 ▲	0.1%	37,383	3.2%	Consumer Staples
F Ford Motor	$5,032,364	$75,324 ▼	-1.5%	476,550	2.5%	Auto/Tires/Trucks
DIS Walt Disney	$4,777,288	$207,001 ▲	4.5%	49,665	2.4%	Consumer Discretionary
SBUX Starbucks	$4,071,261	$371,338 ▲	10.0%	41,761	2.0%	Retail/Wholesale
SHOP Shopify	$3,490,898	$193,538 ▲	5.9%	43,560	1.7%	Computer and Technology
VZ Verizon Communications	$3,102,209	$221,227 ▲	7.7%	69,076	1.5%	Computer and Technology
ADBE Adobe	$2,940,473	$170,867 ▲	6.2%	5,679	1.4%	Computer and Technology
INTC Intel	$2,690,663	$68,339 ▼	-2.5%	114,692	1.3%	Computer and Technology
TSLA Tesla	$2,428,711		0.0%	9,283	1.2%	Auto/Tires/Trucks
GOOGL Alphabet	$1,366,617	$16,917 ▲	1.3%	8,240	0.7%	Computer and Technology
LLY Eli Lilly and Company	$1,326,647	$167,493 ▼	-11.2%	1,497	0.7%	Medical
KVUE Kenvue	$1,076,248	$145,211 ▲	15.6%	46,530	0.5%	Consumer Staples
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$1,036,659	$154,479 ▲	17.5%	19,716	0.5%	Manufacturing
BND Vanguard Total Bond Market ETF	$1,029,636	$147,370 ▲	16.7%	13,708	0.5%	ETF
AMD Advanced Micro Devices	$930,170	$183,113 ▲	24.5%	5,669	0.5%	Computer and Technology
PFE Pfizer	$808,639	$276,897 ▲	52.1%	27,942	0.4%	Medical
BERKSHIRE HATHWAY A CLASS A	$691,180	$684,268 ▲	9,900.0%	100	0.3%	COMMON STOCK
META Meta Platforms	$581,947	$66,377 ▲	12.9%	1,017	0.3%	Computer and Technology
COST Costco Wholesale	$267,213	$16,867 ▲	6.7%	301	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$252,661	$1,384 ▲	0.6%	913	0.1%	Business Services
UNH UnitedHealth Group	$247,591	$5,853 ▲	2.4%	423	0.1%	Medical
ACGL Arch Capital Group	$199,146		0.0%	1,780	0.1%	Finance
V Visa	$186,049	$550 ▲	0.3%	677	0.1%	Business Services
JPM JPMorgan Chase & Co.	$183,040	$9,068 ▲	5.2%	868	0.1%	Finance
CSCO Cisco Systems	$159,701	$69,447 ▲	76.9%	3,001	0.1%	Computer and Technology
NVEE NV5 Global	$158,916		0.0%	1,700	0.1%	Business Services
GE General Electric	$152,371	$189 ▲	0.1%	808	0.1%	Transportation
RYCEY Rolls-Royce Holdings plc	$151,790	$17,650 ▲	13.2%	21,500	0.1%	Aerospace
T AT&T	$149,913	$9,636 ▲	6.9%	6,814	0.1%	Computer and Technology
HD Home Depot	$138,320	$811 ▲	0.6%	341	0.1%	Retail/Wholesale
MMM 3M	$131,837	$131,837 ▲	New Holding	964	0.1%	Multi-Sector Conglomerates
IBM International Business Machines	$118,996	$885 ▲	0.7%	538	0.1%	Computer and Technology
FTNT Fortinet	$116,325		0.0%	1,500	0.1%	Computer and Technology
TXN Texas Instruments	$111,958	$1,859 ▼	-1.6%	542	0.1%	Computer and Technology
GILD Gilead Sciences	$110,612	$1,006 ▲	0.9%	1,319	0.1%	Medical
NFLX Netflix	$109,937	$10,639 ▲	10.7%	155	0.1%	Consumer Discretionary
NKE NIKE	$107,779	$530 ▲	0.5%	1,219	0.1%	Consumer Discretionary
AEP American Electric Power	$103,541	$1,231 ▼	-1.2%	1,009	0.1%	Utilities
ABT Abbott Laboratories	$94,882	$342 ▲	0.4%	832	0.0%	Medical
TMO Thermo Fisher Scientific	$93,182	$18,513 ▼	-16.6%	151	0.0%	Medical
TAK Takeda Pharmaceutical	$88,320	$47,708 ▲	117.5%	6,211	0.0%	Medical
DBX Dropbox	$86,106		0.0%	3,386	0.0%	Computer and Technology
AVGO Broadcom	$81,393	$73,288 ▲	904.3%	472	0.0%	Computer and Technology
LC LendingClub	$80,010	$11,430 ▼	-12.5%	7,000	0.0%	Finance
FSLR First Solar	$76,828	$76,828 ▲	New Holding	308	0.0%	Oils/Energy
MCHP Microchip Technology	$72,653	$401 ▲	0.6%	905	0.0%	Computer and Technology
IRM Iron Mountain	$69,941	$594 ▲	0.9%	589	0.0%	Business Services
VRTX Vertex Pharmaceuticals	$69,762		0.0%	150	0.0%	Medical
KO Coca-Cola	$65,419	$503 ▲	0.8%	910	0.0%	Consumer Staples
ISRG Intuitive Surgical	$63,865		0.0%	130	0.0%	Medical
GLW Corning	$57,700	$22,800 ▲	65.3%	1,278	0.0%	Computer and Technology
CLX Clorox	$56,315	$488 ▲	0.9%	346	0.0%	Consumer Staples
GE VERNOVA INC	$55,586	$4,590 ▲	9.0%	218	0.0%	COMMON STOCK
ADSK Autodesk	$55,096	$5,510 ▼	-9.1%	200	0.0%	Computer and Technology
DHR Danaher	$51,166		0.0%	184	0.0%	Multi-Sector Conglomerates
PEP PepsiCo	$49,361	$340 ▲	0.7%	290	0.0%	Consumer Staples
ED Consolidated Edison	$49,137	$416 ▲	0.9%	472	0.0%	Utilities
TMFG Motley Fool Global Opportunities ETF	$47,154		0.0%	1,487	0.0%	ETF
WMT Walmart	$47,105	$81 ▲	0.2%	583	0.0%	Retail/Wholesale
XOM Exxon Mobil	$42,903		0.0%	366	0.0%	Oils/Energy
EQR Equity Residential	$39,542	$372 ▲	1.0%	531	0.0%	Finance
UL Unilever	$38,363	$195 ▲	0.5%	591	0.0%	Consumer Staples
OKE ONEOK	$37,819		0.0%	415	0.0%	Oils/Energy
SSNC SS&C Technologies	$37,293	$9,935 ▼	-21.0%	503	0.0%	Computer and Technology
MRK Merck & Co., Inc.	$37,074	$227 ▲	0.6%	326	0.0%	Medical
TGT Target	$36,880	$311 ▲	0.9%	237	0.0%	Retail/Wholesale
EQT EQT	$36,787	$18,467 ▲	100.8%	1,004	0.0%	Oils/Energy
ABBV AbbVie	$35,051		0.0%	177	0.0%	Medical
AMAT Applied Materials	$32,308		0.0%	160	0.0%	Computer and Technology
HON Honeywell International	$31,833	$10,335 ▲	48.1%	154	0.0%	Multi-Sector Conglomerates
XLV Health Care Select Sector SPDR Fund	$31,432	$154 ▲	0.5%	204	0.0%	ETF
DVN Devon Energy	$31,296		0.0%	800	0.0%	Oils/Energy
HSY Hershey	$30,125	$192 ▲	0.6%	157	0.0%	Consumer Staples
JSTC Adasina Social Justice All Cap Global ETF	$28,740		0.0%	1,523	0.0%	ETF
EBAY eBay	$28,734	$130 ▲	0.5%	441	0.0%	Retail/Wholesale
IYG iShares U.S. Financial Services ETF	$28,408	$28,408 ▲	New Holding	400	0.0%	ETF
ENB Enbridge	$28,021		0.0%	690	0.0%	Oils/Energy
MDB MongoDB	$27,035		0.0%	100	0.0%	Computer and Technology
UNP Union Pacific	$26,917		0.0%	109	0.0%	Transportation
LEVI Levi Strauss & Co.	$26,458	$174 ▲	0.7%	1,214	0.0%	Retail/Wholesale
LMT Lockheed Martin	$26,305		0.0%	45	0.0%	Aerospace
EVERGY INC	$25,791	$248 ▲	1.0%	416	0.0%	COMMON STOCK
MGV Vanguard Mega Cap Value ETF	$25,765	$12,818 ▼	-33.2%	201	0.0%	ETF
NEAR iShares Short Duration Bond Active ETF	$25,620	$25,620 ▲	New Holding	500	0.0%	ETF
AMERICAN HEALTHCARE REITREIT	$24,169	$24,169 ▲	New Holding	926	0.0%	REAL ESTATE INVESTME
AEM Agnico Eagle Mines	$24,168		0.0%	300	0.0%	Basic Materials
AR Antero Resources	$22,920		0.0%	800	0.0%	Oils/Energy
XLK Technology Select Sector SPDR Fund	$22,802		0.0%	101	0.0%	ETF
WMB Williams Companies	$22,140		0.0%	485	0.0%	Oils/Energy
GEHC GE HealthCare Technologies	$21,917	$94 ▲	0.4%	234	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Financial Avengers, Inc. Top Holdings and 13F Report (2024)

About Financial Avengers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Financial Avengers, Inc. Top Holdings and 13F Report (2024)

About Financial Avengers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Avengers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools