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Financial Avengers

Latest statistics and disclosures from Financial Avengers's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, NVDA, AAPL, BRK.B, GOOG, and represent 51.26% of Financial Avengers's stock portfolio.
Added to shares of these 10 stocks: BRK.B (+$15M), DIS, KVUE, SBUX, USIG, JNJ, BND, MSFT, ADBE, BAC.
Started 4 new stock positions in ASML, RYCEY, ATMU, NLOP.
Reduced shares in these 10 stocks: 1/100 Berkshire Htwy Cla 100 (-$63M), PYPL, TSLA, AAPL, ABNB, GOOG, , AMD, DBX, CSCO.
Sold out of its positions in Activision Blizzard, EADSY, TEAM, CMCSA, DBRG.PJ, ENB, FGFI, HSBC, HAS, PEY.
Financial Avengers was a net seller of stock by $-47M.
Financial Avengers has $189M in assets under management (AUM), dropping by 26.35%.
Central Index Key (CIK): 0001844393

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Positions held by Financial Avengers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Avengers

Financial Avengers holds 153 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Common Stock (AMZN)	12.5	$24M		131k	180.97	View chart
Nvidia Corp Common Stock (NVDA)	11.5	$22M		24k	903.62	View chart
Apple Common Stock (AAPL)	10.7	$20M	-2%	119k	170.03	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	8.8	$17M	+898%	398k	42.02	View chart
Alphabet Inc. Class C Common Stock (GOOG)	7.7	$15M		93k	156.50	View chart
Charles Schwab Corp Common Stock (SCHW)	6.6	$12M		172k	72.37	View chart
American Express Common Stock (AXP)	5.4	$10M		45k	227.61	View chart
Bank Of America Corp Common Stock (BAC)	4.4	$8.4M	+2%	224k	37.52	View chart
Ford Motor Common Stock (F)	3.5	$6.6M		498k	13.29	View chart
Johnson & Johnson Common Stock (JNJ)	3.5	$6.6M	+5%	42k	157.78	View chart
Microsoft Corp Common Stock (MSFT)	3.5	$6.6M	+4%	16k	424.58	View chart
Procter & Gamble Common Stock (PG)	3.2	$6.0M	+2%	38k	160.58	View chart
Walt Disney Common Stock (DIS)	3.1	$5.8M	+9%	48k	121.53	View chart
Intel Corp Common Stock (INTC)	2.8	$5.2M	+2%	118k	44.52	View chart
Starbucks Corp Common Stock (SBUX)	1.8	$3.4M	+12%	37k	91.53	View chart
Shopify Inc Fclass A Foreign Canadian (SHOP)	1.7	$3.2M	+5%	41k	78.19	View chart
Verizon Communicatn Common Stock (VZ)	1.4	$2.6M	+8%	62k	42.28	View chart
Adobe Common Stock (ADBE)	1.4	$2.6M	+10%	5.2k	502.09	View chart
Tesla Common Stock (TSLA)	0.9	$1.7M	-42%	9.5k	175.22	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.7	$1.3M		8.1k	155.50	View chart
Advanced Micro Device In Common Stock (AMD)	0.4	$835k	-7%	4.6k	183.34	View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)	0.4	$783k	+71%	11k	71.92	View chart
Kenvue Common Stock (KVUE)	0.4	$781k	+112%	37k	21.23	View chart
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)	0.4	$775k	+78%	15k	50.21	View chart
Berkshire Htwy Class A Common Stock	0.3	$634k	-99%	1.00	634030.00	View chart
Meta Platforms Inc Class A Common Stock (META)	0.2	$432k	+30%	879.00	491.27	View chart
Pfizer Common Stock (PFE)	0.2	$335k	+78%	12k	27.72	View chart
Eli Lilly And Common Stock (LLY)	0.1	$261k		343.00	760.35	View chart
Auto Data Processing Common Stock (ADP)	0.1	$230k		937.00	245.41	View chart
Unitedhealth Grp Common Stock (UNH)	0.1	$222k	-9%	453.00	490.01	View chart
Costco Wholesale Common Stock (COST)	0.1	$203k	+8%	282.00	720.27	View chart
Visa Inc Class A Common Stock (V)	0.1	$191k		688.00	278.19	View chart
Arch Cap Group Ltd F Foreign Ordinaries (ACGL)	0.1	$164k		1.8k	92.31	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$163k	+9%	821.00	199.03	View chart
Nv5 Global Common Stock (NVEE)	0.1	$163k	-2%	1.7k	95.91	View chart
General Electric Co Trades With Due Bills Common Stock (GE)	0.1	$141k	+6%	805.00	175.40	View chart
Home Depot Common Stock (HD)	0.1	$128k		347.00	368.15	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$112k		1.2k	92.59	View chart
A T & T Common Stock (T)	0.1	$106k	+7%	6.1k	17.50	View chart
Thermo Fisher Scntfc Common Stock (TMO)	0.1	$104k	-5%	180.00	578.69	View chart
Fortinet Common Stock (FTNT)	0.1	$102k	-6%	1.5k	67.82	View chart
Ibm Corp Common Stock (IBM)	0.1	$100k	+6%	529.00	189.72	View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY)	0.1	$95k	NEW	18k	5.41	View chart
Gilead Sciences Common Stock (GILD)	0.0	$94k		1.3k	72.88	View chart
Dropbox Inc Class A Common Stock (DBX)	0.0	$94k	-36%	3.9k	24.31	View chart
Netflix Common Stock (NFLX)	0.0	$86k	+3%	140.00	614.31	View chart
Amer Electric Pwr Common Stock (AEP)	0.0	$86k	-8%	1.0k	84.53	View chart
Cisco Systems Common Stock (CSCO)	0.0	$85k	-33%	1.7k	50.03	View chart
Microchip Technology Common Stock (MCHP)	0.0	$80k		895.00	89.77	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$79k	-24%	705.00	112.09	View chart
Lendingclub Corp Common Stock (LC)	0.0	$70k		8.0k	8.76	View chart
Texas Instruments Common Stock (TXN)	0.0	$67k		384.00	173.12	View chart
Vertex Pharmaceutica Common Stock (VRTX)	0.0	$63k		150.00	420.48	View chart
Autodesk Common Stock (ADSK)	0.0	$57k	+41%	220.00	259.44	View chart
The Coca-cola Common Stock (KO)	0.0	$54k	+7%	897.00	60.66	View chart
Clorox Common Stock (CLX)	0.0	$52k	+47%	340.00	151.73	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$51k		130.00	394.87	View chart
Pepsico Common Stock (PEP)	0.0	$49k		284.00	173.27	View chart
First Solar Common Stock (FSLR)	0.0	$49k		286.00	171.87	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$46k	+2%	580.00	79.49	View chart
Danaher Corp Common Stock (DHR)	0.0	$46k		184.00	247.33	View chart
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG)	0.0	$45k	+5%	1.5k	30.21	View chart
Mongodb Inc Class A Common Stock (MDB)	0.0	$43k		120.00	356.09	View chart
Merck & Co Common Stock (MRK)	0.0	$42k		323.00	130.80	View chart
Consolidated Edison Common Stock (ED)	0.0	$42k		464.00	90.32	View chart
Target Corp Common Stock (TGT)	0.0	$42k		233.00	177.91	View chart
Takeda Pharma Co Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$39k		2.9k	13.67	View chart
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV)	0.0	$36k		301.00	118.97	View chart
Walmart Common Stock (WMT)	0.0	$35k	+201%	578.00	59.99	View chart
Applied Materials Common Stock (AMAT)	0.0	$33k		159.00	209.06	View chart
Equity Residential Reit Real Estate Investme (EQR)	0.0	$32k	+2%	520.00	61.46	View chart
Ss&c Technologs Hldg Common Stock (SSNC)	0.0	$32k	-24%	503.00	63.51	View chart
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)	0.0	$32k	-24%	151.00	208.36	View chart
Hershey Common Stock (HSY)	0.0	$31k		155.00	198.12	View chart
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV)	0.0	$30k	-19%	203.00	146.12	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$29k		585.00	49.81	View chart
U S Bancorp Common Stock (USB)	0.0	$28k	-14%	639.00	43.95	View chart
Broadcom Common Stock (AVGO)	0.0	$27k		20.00	1355.25	View chart
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC)	0.0	$27k		1.5k	17.57	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$26k		107.00	244.25	View chart
Corning Common Stock (GLW)	0.0	$25k		768.00	32.65	View chart
Levi Strauss & Co New Class A Common Stock (LEVI)	0.0	$24k		1.2k	20.30	View chart
Veeva Systems Inc Class A Common Stock (VEEV)	0.0	$23k		100.00	230.39	View chart
Ebay Common Stock (EBAY)	0.0	$23k		437.00	52.30	View chart
Evergy Common Stock (EVRG)	0.0	$21k	-23%	407.00	52.70	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$21k		233.00	89.67	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$19k	+2%	674.00	28.73	View chart
Sila Realty Trust Inc Class A Real Estate Investme (CVMCA)	0.0	$17k		2.3k	7.48	View chart
Coty Inc Class A Common Stock (COTY)	0.0	$15k		1.2k	11.89	View chart
Yum Brands Common Stock (YUM)	0.0	$14k	+36%	101.00	140.56	View chart
Kinder Morgan Common Stock (KMI)	0.0	$14k	+3%	744.00	18.40	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.0	$14k	-55%	65.00	207.82	View chart
General Motors Common Stock (GM)	0.0	$14k		297.00	45.35	View chart
Qualcomm Common Stock (QCOM)	0.0	$13k	-23%	77.00	171.16	View chart
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE)	0.0	$13k		200.00	64.34	View chart
American Health Care Reit Inc Class I Real Estate Investme (AHTR)	0.0	$13k		927.00	13.59	View chart
Csx Corp Common Stock (CSX)	0.0	$12k		337.00	36.82	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$12k	-97%	75.00	163.37	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$12k		252.00	48.20	View chart
Edison Interntnl Common Stock (EIX)	0.0	$12k	+2%	169.00	70.43	View chart
Cummins Common Stock (CMI)	0.0	$11k		39.00	290.95	View chart
Amern Tower Corp Reit Real Estate Investme (AMT)	0.0	$11k		57.00	193.12	View chart
Nisource Common Stock (NI)	0.0	$11k	+2%	396.00	27.46	View chart
Chevron Corp Common Stock (CVX)	0.0	$11k	+3%	66.00	158.65	View chart
Carters Common Stock (CRI)	0.0	$10k		122.00	85.60	View chart
Omnicell Common Stock (OMCL)	0.0	$10k		350.00	28.63	View chart
Bank Montreal Que F Foreign Canadian (BMO)	0.0	$9.8k	-53%	100.00	97.61	View chart
Mastercard Inc Class A Common Stock (MA)	0.0	$9.7k		20.00	487.45	View chart
Public Storage Reit Real Estate Investme (PSA)	0.0	$9.5k		33.00	288.85	View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM)	0.0	$9.4k		200.00	46.96	View chart
Lyft Inc Class A Common Stock (LYFT)	0.0	$9.3k	-12%	483.00	19.24	View chart
Abbvie Common Stock (ABBV)	0.0	$8.4k	+2%	47.00	179.49	View chart
Stag Industrial Inc Reit Real Estate Investme (STAG)	0.0	$8.0k		212.00	37.66	View chart
Qorvo Common Stock (QRVO)	0.0	$7.4k		65.00	114.15	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	0.0	$7.4k		14.00	528.64	View chart
Bath & Body Wks Common Stock (BBWI)	0.0	$7.3k		144.00	50.36	View chart
Walgreens Boots Alli Common Stock (WBA)	0.0	$6.7k	+3%	343.00	19.52	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$6.7k	+2%	126.00	53.11	View chart
J M Smucker Common Stock (SJM)	0.0	$6.7k	+89%	53.00	125.55	View chart
Amphenol Corp Class A Common Stock (APH)	0.0	$5.8k		51.00	114.16	View chart
Becton Dickinson&co Common Stock (BDX)	0.0	$5.1k		21.00	244.62	View chart
Asml Holding N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$5.0k	NEW	5.00	993.00	View chart
Carlisle Common Stock (CSL)	0.0	$4.5k		11.00	404.55	View chart
Box Inc Class A Common Stock (BOX)	0.0	$4.3k		150.00	28.54	View chart
Warner Brothers Discover Common Stock (WBD)	0.0	$4.3k	-28%	485.00	8.79	View chart
Southwest Airlines Common Stock (LUV)	0.0	$4.0k		137.00	29.15	View chart
American Intl Group Common Stock (AIG)	0.0	$3.7k	+2%	47.00	77.81	View chart
W.p. Carey Inc. Reit Real Estate Investme (WPC)	0.0	$3.1k		55.00	56.53	View chart
Amgen Common Stock (AMGN)	0.0	$3.0k	+10%	11.00	271.64	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$2.8k	+27%	129.00	21.55	View chart
Medical Properties Reit Real Estate Investme (MPW)	0.0	$2.6k	+7%	584.00	4.51	View chart
General Mills Common Stock (GIS)	0.0	$2.6k		36.00	70.89	View chart
Roblox Corp Class A Common Stock (RBLX)	0.0	$1.9k		50.00	37.84	View chart
Schwab Us Large Cap Growth Etf Uit Exchange Traded (SCHG)	0.0	$1.9k		20.00	92.80	View chart
Pitney Bowes Common Stock (PBI)	0.0	$1.7k	+2%	395.00	4.24	View chart
Vanguard Mid Cap Growth Etf Uit Exchange Traded (VOT)	0.0	$1.6k		7.00	234.43	View chart
Southern Common Stock (SO)	0.0	$1.5k		21.00	71.24	View chart
Wabtec Common Stock (WAB)	0.0	$1.3k		9.00	144.89	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.1k		7.00	164.00	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$1.0k		717.00	1.46	View chart
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY)	0.0	$752.000000		47.00	16.00	View chart
Novenesis A S Funsponsored Adr 1 Adr Reps 1 Ord American Depository (NVZMY)	0.0	$583.000000		10.00	58.30	View chart
Kbs Growth & Income Reit Inc Class A Real Estate Investme (KBSG)	0.0	$457.800000		4.6k	0.10	View chart
Atmus Filtration Technol Common Stock (ATMU)	0.0	$389.000400	NEW	12.00	32.42	View chart
Zoom Video Communicationclass A Common Stock (ZM)	0.0	$324.000000		5.00	64.80	View chart
Beyond Meat Common Stock (BYND)	0.0	$310.000000	-88%	40.00	7.75	View chart
Viatris Common Stock (VTRS)	0.0	$217.000800		18.00	12.06	View chart
Quince Therapeutics Common Stock (QNCX)	0.0	$109.000000		100.00	1.09	View chart
Globalstar Common Stock (GSAT)	0.0	$73.002600		54.00	1.35	View chart
Net Lease Office Pptys Common Stock (NLOP)	0.0	$71.000100	NEW	3.00	23.67	View chart
Ess Tech Common Stock (GWH)	0.0	$56.000000		80.00	0.70	View chart
Embecta Corp Common Stock (EMBC)	0.0	$52.000000		4.00	13.00	View chart
Amc Entertainment Class A Common Stock (AMC)	0.0	$13.000000		4.00	3.25	View chart

Past Filings by Financial Avengers

SEC 13F filings are viewable for Financial Avengers going back to 2020

Financial Avengers 2024 Q1 filed May 13, 2024
Financial Avengers 2023 Q3 filed Nov. 15, 2023
Financial Avengers 2023 Q2 filed Aug. 7, 2023
Financial Avengers 2023 Q1 filed May 12, 2023
Financial Avengers 2022 Q4 filed Feb. 6, 2023
Financial Avengers 2022 Q3 filed Nov. 7, 2022
Financial Avengers 2022 Q2 filed Aug. 16, 2022
Financial Avengers 2022 Q1 filed May 11, 2022
Financial Avengers 2021 Q4 filed Feb. 8, 2022
Financial Avengers 2021 Q3 filed Nov. 1, 2021
Financial Avengers 2021 Q2 filed Aug. 13, 2021
Financial Avengers 2021 Q1 filed May 14, 2021
Financial Avengers 2020 Q4 filed Feb. 5, 2021

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