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

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About Financial Avengers, Inc.

Investment Activity

Financial Avengers, Inc. has $189.01 million in total holdings as of March 31, 2024.
Financial Avengers, Inc. owns shares of 153 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 10.20% of the portfolio was purchased this quarter.
About 0.85% of the portfolio was sold this quarter.
This quarter, Financial Avengers, Inc. has purchased 179 new stocks and bought additional shares in 73 stocks.
Financial Avengers, Inc. sold shares of 22 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Amazon.com: $23,711,051
NVIDIA: $21,812,435
Apple: $20,156,372
Berkshire Hathaway: $16,710,514
Alphabet: $14,496,157

Largest New Holdings this Quarter

Rolls-Royce Holdings plc: $94,675 Holding
ASML: $4,965 Holding
Atmus Filtration Technologies: $389 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 357,982 shares (about $15.04M)
Walt Disney: 3,460 shares (about $420.49K)
Verizon Communications: 8,442 shares (about $356.93K)
Kenvue: 16,437 shares (about $348.96K)
Starbucks: 3,756 shares (about $343.79K)

Largest Sales this Quarter

Tesla: 3,230 shares (about $565.96K)
Apple: 1,970 shares (about $334.96K)
Alphabet: 585 shares (about $91.55K)
Advanced Micro Devices: 344 shares (about $63.07K)
Cisco Systems: 845 shares (about $42.27K)

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
AMZN Amazon.com	$23,711,051	$28,231 ▲	0.1%	131,022	12.5%	Retail/Wholesale
NVDA NVIDIA	$21,812,435	$167,169 ▲	0.8%	24,139	11.5%	Computer and Technology
AAPL Apple	$20,156,372	$334,959 ▼	-1.6%	118,546	10.7%	Computer and Technology
BRK.B Berkshire Hathaway	$16,710,514	$15,042,480 ▲	901.8%	397,678	8.8%	Finance
GOOG Alphabet	$14,496,157	$91,553 ▼	-0.6%	92,627	7.7%	Computer and Technology
SCHW Charles Schwab	$12,444,211	$79,245 ▲	0.6%	171,953	6.6%	Finance
AXP American Express	$10,186,816	$116,990 ▲	1.2%	44,756	5.4%	Finance
BAC Bank of America	$8,398,536	$156,496 ▲	1.9%	223,842	4.4%	Finance
F Ford Motor	$6,619,883	$64,390 ▲	1.0%	498,110	3.5%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$6,577,482	$286,368 ▲	4.6%	41,688	3.5%	Medical
MSFT Microsoft	$6,566,064	$241,159 ▲	3.8%	15,465	3.5%	Computer and Technology
PG Procter & Gamble	$6,032,902	$135,692 ▲	2.3%	37,569	3.2%	Consumer Staples
DIS Walt Disney	$5,809,704	$420,491 ▲	7.8%	47,805	3.1%	Consumer Discretionary
INTC Intel	$5,249,904	$120,561 ▲	2.4%	117,922	2.8%	Computer and Technology
SBUX Starbucks	$3,367,565	$343,786 ▲	11.4%	36,792	1.8%	Retail/Wholesale
SHOP Shopify	$3,222,992	$153,800 ▲	5.0%	41,220	1.7%	Computer and Technology
VZ Verizon Communications	$2,635,422	$356,925 ▲	15.7%	62,333	1.4%	Computer and Technology
ADBE Adobe	$2,600,826	$271,631 ▲	11.7%	5,180	1.4%	Computer and Technology
TSLA Tesla	$1,665,116	$565,961 ▼	-25.4%	9,503	0.9%	Auto/Tires/Trucks
GOOGL Alphabet	$1,265,440	$23,325 ▼	-1.8%	8,138	0.7%	Computer and Technology
AMD Advanced Micro Devices	$834,747	$63,069 ▼	-7.0%	4,553	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$783,159	$276,253 ▲	54.5%	10,889	0.4%	ETF
KVUE Kenvue	$780,691	$348,958 ▲	80.8%	36,773	0.4%	Consumer Staples
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$775,257	$284,596 ▲	58.0%	15,440	0.4%	Manufacturing
BERKSHIRE HTWY CLASS A	$634,030		0.0%	1	0.3%	COMMON STOCK
META Meta Platforms	$431,827	$47,162 ▲	12.3%	879	0.2%	Computer and Technology
PFE Pfizer	$335,128	$145,361 ▲	76.6%	12,090	0.2%	Medical
LLY Eli Lilly and Company	$260,799	$760 ▲	0.3%	343	0.1%	Medical
ADP Automatic Data Processing	$229,948	$1,227 ▲	0.5%	937	0.1%	Business Services
UNH UnitedHealth Group	$221,975	$24,991 ▼	-10.1%	453	0.1%	Medical
COST Costco Wholesale	$203,116	$15,846 ▲	8.5%	282	0.1%	Retail/Wholesale
V Visa	$191,397	$278 ▲	0.1%	688	0.1%	Business Services
ACGL Arch Capital Group	$164,312		0.0%	1,780	0.1%	Finance
JPM JPMorgan Chase & Co.	$163,407	$13,534 ▲	9.0%	821	0.1%	Finance
NVEE NV5 Global	$163,047	$4,796 ▼	-2.9%	1,700	0.1%	Business Services
GE General Electric	$141,200	$8,770 ▲	6.6%	805	0.1%	Transportation
HD Home Depot	$127,747	$736 ▲	0.6%	347	0.1%	Retail/Wholesale
NKE NIKE	$111,849	$370 ▲	0.3%	1,208	0.1%	Consumer Discretionary
T AT&T	$106,321	$5,390 ▲	5.3%	6,075	0.1%	Computer and Technology
TMO Thermo Fisher Scientific	$104,165	$5,787 ▼	-5.3%	180	0.1%	Medical
FTNT Fortinet	$101,730	$6,782 ▼	-6.3%	1,500	0.1%	Computer and Technology
IBM International Business Machines	$100,361	$4,743 ▲	5.0%	529	0.1%	Computer and Technology
RYCEY Rolls-Royce Holdings plc	$94,675	$94,675 ▲	New Holding	17,500	0.1%	Aerospace
GILD Gilead Sciences	$94,236	$947 ▲	1.0%	1,293	0.0%	Medical
DBX Dropbox	$93,837	$22,876 ▼	-19.6%	3,860	0.0%	Computer and Technology
NFLX Netflix	$86,003	$3,072 ▲	3.7%	140	0.0%	Consumer Discretionary
AEP American Electric Power	$85,460	$8,538 ▼	-9.1%	1,011	0.0%	Utilities
CSCO Cisco Systems	$84,843	$42,271 ▼	-33.3%	1,696	0.0%	Computer and Technology
MCHP Microchip Technology	$80,341	$359 ▲	0.4%	895	0.0%	Computer and Technology
ABT Abbott Laboratories	$79,022	$25,780 ▼	-24.6%	705	0.0%	Medical
LC LendingClub	$70,080		0.0%	8,000	0.0%	Finance
TXN Texas Instruments	$66,477	$519 ▲	0.8%	384	0.0%	Computer and Technology
VRTX Vertex Pharmaceuticals	$63,072		0.0%	150	0.0%	Medical
ADSK Autodesk	$57,077		0.0%	220	0.0%	Computer and Technology
KO Coca-Cola	$54,411	$3,033 ▲	5.9%	897	0.0%	Consumer Staples
CLX Clorox	$51,588	$303 ▲	0.6%	340	0.0%	Consumer Staples
ISRG Intuitive Surgical	$51,333		0.0%	130	0.0%	Medical
PEP PepsiCo	$49,210	$173 ▲	0.4%	284	0.0%	Consumer Staples
FSLR First Solar	$49,155		0.0%	286	0.0%	Oils/Energy
IRM Iron Mountain	$46,107	$477 ▲	1.0%	580	0.0%	Finance
DHR Danaher	$45,508	$247 ▲	0.5%	184	0.0%	Multi-Sector Conglomerates
TMFG Motley Fool Global Opportunities ETF	$44,916		0.0%	1,487	0.0%	ETF
MDB MongoDB	$42,731		0.0%	120	0.0%	Computer and Technology
MRK Merck & Co., Inc.	$42,248	$392 ▲	0.9%	323	0.0%	Medical
ED Consolidated Edison	$41,907	$361 ▲	0.9%	464	0.0%	Utilities
TGT Target	$41,454	$178 ▲	0.4%	233	0.0%	Retail/Wholesale
TAK Takeda Pharmaceutical	$39,042		0.0%	2,856	0.0%	Medical
MGV Vanguard Mega Cap Value ETF	$35,810		0.0%	301	0.0%	ETF
WMT Walmart	$34,674	$23,156 ▲	201.0%	578	0.0%	Retail/Wholesale
AMAT Applied Materials	$33,240		0.0%	159	0.0%	Computer and Technology
EQR Equity Residential	$31,960	$307 ▲	1.0%	520	0.0%	Finance
SSNC SS&C Technologies	$31,948	$10,353 ▼	-24.5%	503	0.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$31,462	$208 ▲	0.7%	151	0.0%	ETF
HSY Hershey	$30,709	$198 ▲	0.6%	155	0.0%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$29,663	$146 ▲	0.5%	203	0.0%	ETF
UL Unilever	$29,141	$199 ▲	0.7%	585	0.0%	Consumer Staples
USB U.S. Bancorp	$28,083	$5,274 ▼	-15.8%	639	0.0%	Finance
AVGO Broadcom	$27,105		0.0%	20	0.0%	Computer and Technology
JSTC Adasina Social Justice All Cap Global ETF	$26,642	$123 ▲	0.5%	1,516	0.0%	ETF
UNP Union Pacific	$26,135		0.0%	107	0.0%	Transportation
GLW Corning	$25,076	$229 ▲	0.9%	768	0.0%	Computer and Technology
LEVI Levi Strauss & Co.	$24,339	$162 ▲	0.7%	1,199	0.0%	Retail/Wholesale
VEEV Veeva Systems	$23,039		0.0%	100	0.0%	Computer and Technology
EBAY eBay	$22,854	$105 ▲	0.5%	437	0.0%	Retail/Wholesale
EVRG Evergy	$21,449	$6,798 ▼	-24.1%	407	0.0%	Utilities
GEHC GE HealthCare Technologies	$20,893		0.0%	233	0.0%	Medical
PEBO Peoples Bancorp	$19,364	$259 ▲	1.4%	674	0.0%	Finance
SILA REALTY TRUST INC CLASS A	$17,204		0.0%	2,300	0.0%	REAL ESTATE INVESTME
COTY Coty	$14,654		0.0%	1,232	0.0%	Consumer Staples
YUM Yum! Brands	$14,197	$3,655 ▲	34.7%	101	0.0%	Retail/Wholesale
KMI Kinder Morgan	$13,693	$221 ▲	1.6%	744	0.0%	Oils/Energy
GLD SPDR Gold Shares	$13,508	$17,041 ▼	-55.8%	65	0.0%	Finance
GM General Motors	$13,470	$45 ▲	0.3%	297	0.0%	Auto/Tires/Trucks
QCOM QUALCOMM	$13,179	$171 ▲	1.3%	77	0.0%	Computer and Technology
PBE Invesco Biotechnology & Genome ETF	$12,869		0.0%	200	0.0%	ETF
AMERICAN HEALTH CARE REIT INC CLASS I	$12,602		0.0%	927	0.0%	REAL ESTATE INVESTME
CSX CSX	$12,408	$37 ▲	0.3%	337	0.0%	Transportation
ABNB Airbnb	$12,253	$12,253 ▼	-50.0%	75	0.0%	Computer and Technology
DAL Delta Air Lines	$12,146	$48 ▲	0.4%	252	0.0%	Transportation
EIX Edison International	$11,903	$141 ▲	1.2%	169	0.0%	Utilities

Showing largest 100 holdings. View all holdings.

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

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