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

About Financial Avengers, Inc.

Investment Activity

  • Financial Avengers, Inc. has $215.42 million in total holdings as of June 30, 2025.
  • Financial Avengers, Inc. owns shares of 141 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.11% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Financial Avengers, Inc. has purchased 147 new stocks and bought additional shares in 62 stocks.
  • Financial Avengers, Inc. sold shares of 27 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA
$30,391,344
Amazon.com
$26,247,820
Apple
$19,460,133
Berkshire Hathaway
$18,641,424
Alphabet
$15,474,995

Largest New Holdings this Quarter

N07059210 - ASML
$48,083 Holding
464287630 - iShares Russell 2000 Value ETF
$8,361 Holding
070830104 - Bath & Body Works
$1 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
7,937 shares (about $584.40K)
Pfizer
14,524 shares (about $352.06K)
Adobe
548 shares (about $212.01K)
Kenvue
9,920 shares (about $207.63K)

Largest Sales this Quarter

Ford Motor
207,796 shares (about $2.25M)
Amazon.com
2,015 shares (about $442.07K)
Apple
2,043 shares (about $419.16K)
NVIDIA
2,202 shares (about $347.89K)
Tesla
1,000 shares (about $317.66K)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$30,391,344$347,895 -1.1%192,36214.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$26,247,820$442,071 -1.7%119,64012.2%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$19,460,133$419,162 -2.1%94,8499.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$18,641,424$63,150 -0.3%38,3758.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$15,474,995$86,389 -0.6%87,2377.2%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$14,100,202$137,498 -1.0%154,5406.5%Finance
American Express Company stock logo
AXP
American Express
$12,884,928$17,544 -0.1%40,3946.0%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$9,017,606$96,391 -1.1%190,5664.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$8,058,367$22,383 0.3%16,2013.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,537,383$133,502 1.8%49,3453.5%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$6,375,285$194,201 -3.0%51,4093.0%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,053,139$8,444 0.1%37,9942.8%Consumer Staples
Shopify Inc. stock logo
SHOP
Shopify
$5,244,965$11,535 -0.2%45,4702.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,030,010$143,051 3.7%93,1361.9%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$3,902,075$55,253 1.4%42,5851.8%Retail/Wholesale
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$3,305,654$495,987 17.7%64,2621.5%Manufacturing
Adobe Inc. stock logo
ADBE
Adobe
$3,060,995$212,010 7.4%7,9121.4%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,636,009$584,397 28.5%35,8011.2%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$2,176,567$352,063 19.3%89,7921.0%Medical
Kenvue Inc. stock logo
KVUE
Kenvue
$2,129,052$207,627 10.8%101,7221.0%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,867,841$317,660 -14.5%5,8800.9%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,457,6000.0%20.7%Finance
3M Company stock logo
MMM
3M
$1,385,796$95,604 7.4%9,1030.6%Multi-Sector Conglomerates
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,352,606$20,796 -1.5%7,6750.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,231,400$2,338 -0.2%1,5800.6%Medical
Rolls-Royce Holdings PLC stock logo
RYCEY
Rolls-Royce Holdings PLC
$789,420$126,307 -13.8%50,0000.4%Aerospace
Meta Platforms, Inc. stock logo
META
Meta Platforms
$693,029$81,924 -10.6%9390.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$530,9900.0%3,7420.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$304,445$988 0.3%3080.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$267,544$1,541 0.6%8680.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$241,480$355 0.1%6800.1%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$236,982$870 0.4%8170.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$208,970$515 0.2%8120.1%Aerospace
AT&T Inc. stock logo
T
AT&T
$202,682$1,447 0.7%7,0040.1%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$161,791$884 0.5%5490.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$154,000$53,565 -25.8%1150.1%Consumer Discretionary
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$151,5980.0%1,6650.1%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$145,208$1,108 0.8%1,3100.1%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$138,782$38,234 -21.6%2,0000.1%Computer and Technology
NV5 Global, Inc. stock logo
NVEE
NV5 Global
$138,540$92,360 -40.0%6,0000.1%Business Services
GE VERNOVA INC
$128,6900.0%2430.1%COMMON STOCK
Fortinet, Inc. stock logo
FTNT
Fortinet
$126,8640.0%1,2000.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$117,065$734 0.6%3190.1%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$108,996$623 0.6%5250.1%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$102,540$935 0.9%3290.0%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$98,206$408 0.4%7220.0%Medical
Dropbox, Inc. stock logo
DBX
Dropbox
$96,8400.0%3,3860.0%Computer and Technology
Ford Motor Company stock logo
F
Ford Motor
$90,067$2,254,615 -96.2%8,3010.0%Auto/Tires/Trucks
Autodesk, Inc. stock logo
ADSK
Autodesk
$86,0600.0%2780.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$79,145$497 0.6%1,1140.0%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$65,2090.0%1200.0%Medical
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$65,124$422 0.7%9250.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$63,032$74,042 -54.0%2290.0%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$62,3280.0%1400.0%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$62,264$10,481 -14.4%6000.0%Utilities
CocaCola Company (The) stock logo
KO
CocaCola
$62,095$495 0.8%8780.0%Consumer Staples
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$61,770$616 1.0%6020.0%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$61,2200.0%1510.0%Medical
The Clorox Company stock logo
CLX
Clorox
$55,845$480 0.9%4650.0%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$55,305$293 0.5%5660.0%Retail/Wholesale
Takeda Pharmaceutical Co. stock logo
TAK
Takeda Pharmaceutical
$51,868$9,972 -16.1%3,3550.0%Medical
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$48,563$401 0.8%4840.0%Utilities
LendingClub Corporation stock logo
LC
LendingClub
$48,120$12,030 -20.0%4,0000.0%Financial Services
ASML Holding N.V. stock logo
ASML
ASML
$48,083$48,083 New Holding600.0%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$47,344$3,642 -7.1%2860.0%Energy
Motley Fool Global Opportunities ETF stock logo
TMFG
Motley Fool Global Opportunities ETF
$47,1290.0%1,5510.0%ETF
Corning Incorporated stock logo
GLW
Corning
$41,623$26,100 -38.5%7910.0%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$39,292$396 1.0%2980.0%Consumer Staples
Equity Residential stock logo
EQR
Equity Residential
$36,893$405 1.1%5470.0%Finance
Unilever PLC stock logo
UL
Unilever
$36,706$184 0.5%6000.0%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$36,498$197 0.5%1850.0%Medical
AMERICAN HEALTHCARE REITREIT
$34,0210.0%9260.0%REAL ESTATE INVESTME
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$33,283$8,611 -20.6%4020.0%Computer and Technology
eBay Inc. stock logo
EBAY
eBay
$33,265$149 0.4%4470.0%Retail/Wholesale
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$30,499$139 0.5%1,5410.0%ETF
EVERGY INC
$29,560$276 0.9%4290.0%COMMON STOCK
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$28,7980.0%1000.0%Medical
Hershey Company (The) stock logo
HSY
Hershey
$28,013$166 0.6%1690.0%Consumer Staples
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$27,868$135 0.5%2070.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$25,7030.0%1010.0%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$25,566$230 0.9%1110.0%Transportation
Target Corporation stock logo
TGT
Target
$24,031$295 1.2%2440.0%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$23,7810.0%1050.0%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$23,4340.0%1,0460.0%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$23,216$264 1.2%7900.0%Energy
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$22,953$166 0.7%1,2410.0%Retail/Wholesale
U.S. Bancorp stock logo
USB
U.S. Bancorp
$20,979$271 1.3%4640.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$19,8140.0%650.0%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$19,4110.0%500.0%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$19,0020.0%1040.0%Computer and Technology
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
$18,822$244 1.3%6160.0%Finance
MongoDB, Inc. stock logo
MDB
MongoDB
$17,8490.0%850.0%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$17,3190.0%2340.0%Medical
NiSource, Inc stock logo
NI
NiSource
$16,587$121 0.7%4110.0%Utilities
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$15,338$147 1.0%1040.0%Retail/Wholesale
General Motors Company stock logo
GM
General Motors
$14,789$49 0.3%3010.0%Auto/Tires/Trucks
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$13,2310.0%1010.0%ETF
LVMH-Moet Hennessy Louis Vuitton SA stock logo
LVMUY
LVMH-Moet Hennessy Louis Vuitton
$13,133$10,506 400.0%1250.0%Consumer Discretionary
American Tower Corporation stock logo
AMT
American Tower
$13,1320.0%590.0%Finance
Cummins Inc. stock logo
CMI
Cummins
$12,974$324 2.6%400.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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