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

About Financial Avengers, Inc.

Investment Activity

Financial Avengers, Inc. has $197.39 million in total holdings as of March 31, 2025.
Financial Avengers, Inc. owns shares of 148 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 3.66% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Financial Avengers, Inc. has purchased 160 new stocks and bought additional shares in 60 stocks.
Financial Avengers, Inc. sold shares of 35 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Amazon.com: $23,146,080
Apple: $21,522,514
NVIDIA: $21,086,850
Berkshire Hathaway: $20,506,993
Alphabet: $13,705,102

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $1,596,883 Holding
78462F103 - SPDR S&P 500 ETF Trust: $55,939 Holding
192108504 - Coeur Mining: $17,067 Holding
378973507 - GLOBALSTAR INC: $63 Holding
070830104 - Bath & Body Works: $1 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 2 shares (about $1.60M)
iShares Broad USD Investment Grade Corporate Bond ETF: 15,196 shares (about $776.21K)
Johnson & Johnson: 3,848 shares (about $638.16K)
Kenvue: 24,818 shares (about $595.13K)
Pfizer: 22,684 shares (about $574.81K)

Largest Sales this Quarter

Ford Motor: 242,375 shares (about $2.43M)
NVIDIA: 8,828 shares (about $956.78K)
Amazon.com: 4,995 shares (about $950.35K)
Apple: 3,895 shares (about $865.19K)
Charles Schwab: 3,126 shares (about $244.70K)

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	$23,146,080	$950,349 ▼	-3.9%	121,655	11.7%	Retail/Wholesale
AAPL Apple	$21,522,514	$865,192 ▼	-3.9%	96,892	10.9%	Computer and Technology
NVDA NVIDIA	$21,086,850	$956,779 ▼	-4.3%	194,564	10.7%	Computer and Technology
BRK.B Berkshire Hathaway	$20,506,993	$157,644 ▲	0.8%	38,505	10.4%	Finance
GOOG Alphabet	$13,705,102	$219,190 ▼	-1.6%	87,724	6.9%	Computer and Technology
SCHW Charles Schwab	$12,215,372	$244,704 ▼	-2.0%	156,047	6.2%	Finance
AXP American Express	$10,882,784	$206,092 ▼	-1.9%	40,449	5.5%	Finance
JNJ Johnson & Johnson	$8,038,500	$638,158 ▲	8.6%	48,471	4.1%	Medical
BAC Bank of America	$8,037,316	$202,182 ▼	-2.5%	192,603	4.1%	Finance
PG Procter & Gamble	$6,465,980	$12,100 ▼	-0.2%	37,941	3.3%	Consumer Staples
MSFT Microsoft	$6,064,821	$94,974 ▲	1.6%	16,156	3.1%	Computer and Technology
DIS Walt Disney	$5,228,654	$173,121 ▲	3.4%	52,975	2.6%	Consumer Discretionary
SHOP Shopify	$4,351,024	$97,867 ▲	2.3%	45,570	2.2%	Computer and Technology
SBUX Starbucks	$4,118,016	$10,201 ▼	-0.2%	41,982	2.1%	Retail/Wholesale
VZ Verizon Communications	$4,074,675	$442,395 ▲	12.2%	89,830	2.1%	Computer and Technology
ADBE Adobe	$2,824,315	$477,495 ▲	20.3%	7,364	1.4%	Computer and Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$2,789,992	$776,212 ▲	38.5%	54,620	1.4%	Manufacturing
KVUE Kenvue	$2,201,409	$595,135 ▲	37.1%	91,802	1.1%	Consumer Staples
F Ford Motor	$2,167,451	$2,431,019 ▼	-52.9%	216,097	1.1%	Auto/Tires/Trucks
BND Vanguard Total Bond Market ETF	$2,046,576	$546,899 ▲	36.5%	27,864	1.0%	ETF
PFE Pfizer	$1,907,294	$574,813 ▲	43.1%	75,268	1.0%	Medical
TSLA Tesla	$1,783,021	$211,215 ▼	-10.6%	6,880	0.9%	Auto/Tires/Trucks
BRK.A Berkshire Hathaway	$1,596,883	$1,596,883 ▲	New Holding	2	0.8%	Finance
LLY Eli Lilly and Company	$1,307,371	$105,713 ▲	8.8%	1,583	0.7%	Medical
MMM 3M	$1,244,668	$430,897 ▲	53.0%	8,475	0.6%	Multi-Sector Conglomerates
GOOGL Alphabet	$1,205,143	$62,476 ▼	-4.9%	7,793	0.6%	Computer and Technology
META Meta Platforms	$605,336	$65,146 ▲	12.1%	1,050	0.3%	Computer and Technology
RYCEY Rolls-Royce Holdings plc	$568,980	$289,395 ▲	103.5%	58,000	0.3%	Aerospace
AMD Advanced Micro Devices	$384,453	$150,617 ▼	-28.1%	3,742	0.2%	Computer and Technology
COST Costco Wholesale	$290,495		0.0%	307	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$263,720	$1,222 ▲	0.5%	863	0.1%	Business Services
V Visa	$237,971	$350 ▲	0.1%	679	0.1%	Business Services
JPM JPMorgan Chase & Co.	$199,557	$14,219 ▼	-6.7%	814	0.1%	Finance
T AT&T	$196,663	$1,555 ▲	0.8%	6,954	0.1%	Computer and Technology
NVEE NV5 Global	$192,700	$61,664 ▲	47.1%	10,000	0.1%	Business Services
UNH UnitedHealth Group	$170,894	$38,792 ▼	-18.5%	326	0.1%	Medical
GE GE Aerospace	$162,203	$200 ▲	0.1%	810	0.1%	Industrials
ACGL Arch Capital Group	$160,140	$11,061 ▼	-6.5%	1,665	0.1%	Finance
CSCO Cisco Systems	$157,442	$7,715 ▲	5.2%	2,551	0.1%	Computer and Technology
GILD Gilead Sciences	$145,695	$3,362 ▼	-2.3%	1,300	0.1%	Medical
NFLX Netflix	$144,542		0.0%	155	0.1%	Consumer Discretionary
IBM International Business Machines	$135,651	$994 ▲	0.7%	546	0.1%	Computer and Technology
HD Home Depot	$116,253	$9,535 ▼	-7.6%	317	0.1%	Retail/Wholesale
FTNT Fortinet	$115,512	$19,252 ▼	-14.3%	1,200	0.1%	Computer and Technology
ABT Abbott Laboratories	$95,355	$398 ▲	0.4%	719	0.0%	Medical
TXN Texas Instruments	$93,874	$3,956 ▼	-4.0%	522	0.0%	Computer and Technology
DBX Dropbox	$90,440		0.0%	3,386	0.0%	Computer and Technology
AVGO Broadcom	$83,409	$4,355 ▲	5.5%	498	0.0%	Computer and Technology
AEP American Electric Power	$76,584	$34,741 ▼	-31.2%	701	0.0%	Utilities
TMO Thermo Fisher Scientific	$75,060		0.0%	151	0.0%	Medical
GE VERNOVA INC	$74,218		0.0%	243	0.0%	COMMON STOCK
ADSK Autodesk	$72,780		0.0%	278	0.0%	Computer and Technology
NKE NIKE	$70,246	$7,424 ▼	-9.6%	1,107	0.0%	Consumer Discretionary
CLX Clorox	$67,884	$589 ▲	0.9%	461	0.0%	Consumer Staples
VRTX Vertex Pharmaceuticals	$67,875	$4,848 ▼	-6.7%	140	0.0%	Medical
KO Coca-Cola	$62,414	$2,508 ▼	-3.9%	871	0.0%	Consumer Staples
TAK Takeda Pharmaceutical	$59,480	$32,878 ▼	-35.6%	4,000	0.0%	Medical
ISRG Intuitive Surgical	$59,432	$4,953 ▼	-7.7%	120	0.0%	Medical
GLW Corning	$58,930	$229 ▲	0.4%	1,287	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$55,939	$55,939 ▲	New Holding	100	0.0%	Finance
ED Consolidated Edison	$53,079	$442 ▲	0.8%	480	0.0%	Utilities
LC LendingClub	$51,600		0.0%	5,000	0.0%	Finance
IRM Iron Mountain	$51,310	$344 ▲	0.7%	596	0.0%	Business Services
WMT Walmart	$49,396	$1,755 ▼	-3.4%	563	0.0%	Retail/Wholesale
MCHP Microchip Technology	$44,489	$339 ▲	0.8%	919	0.0%	Computer and Technology
PEP PepsiCo	$44,206	$749 ▲	1.7%	295	0.0%	Consumer Staples
TMFG Motley Fool Global Opportunities ETF	$42,930	$3,737 ▼	-8.0%	1,551	0.0%	ETF
SSNC SS&C Technologies	$42,243	$167 ▲	0.4%	506	0.0%	Computer and Technology
FSLR First Solar	$38,940		0.0%	308	0.0%	Energy
EQR Equity Residential	$38,736	$358 ▲	0.9%	541	0.0%	Finance
DHR Danaher	$37,814		0.0%	184	0.0%	Medical
UL Unilever	$35,540	$179 ▲	0.5%	597	0.0%	Consumer Staples
EBAY eBay	$30,145	$135 ▲	0.5%	445	0.0%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$30,046	$146 ▲	0.5%	206	0.0%	ETF
EVERGY INC	$29,279	$344 ▲	1.2%	425	0.0%	COMMON STOCK
HSY Hershey	$28,651	$1,705 ▲	6.3%	168	0.0%	Consumer Staples
AMERICAN HEALTHCARE REITREIT	$28,058		0.0%	926	0.0%	REAL ESTATE INVESTME
JSTC Adasina Social Justice All Cap Global ETF	$27,749		0.0%	1,534	0.0%	ETF
UNP Union Pacific	$26,099		0.0%	110	0.0%	Transportation
TGT Target	$25,118	$208 ▲	0.8%	241	0.0%	Retail/Wholesale
INTC Intel	$23,759	$22,623 ▼	-48.8%	1,046	0.0%	Computer and Technology
VEEV Veeva Systems	$23,163		0.0%	100	0.0%	Medical
KMI Kinder Morgan	$22,294	$228 ▲	1.0%	781	0.0%	Energy
HON Honeywell International	$22,022		0.0%	104	0.0%	Multi-Sector Conglomerates
PALANTIR TECHNOLOGIES INCLASS A	$21,100		0.0%	250	0.0%	COMMON STOCK
XLK Technology Select Sector SPDR Fund	$20,924		0.0%	101	0.0%	ETF
USB U.S. Bancorp	$19,327	$211 ▲	1.1%	458	0.0%	Finance
LEVI Levi Strauss & Co.	$19,207	$140 ▲	0.7%	1,232	0.0%	Retail/Wholesale
MRK Merck & Co., Inc.	$19,144	$10,426 ▼	-35.3%	213	0.0%	Medical
GEHC GE HealthCare Technologies	$18,863		0.0%	234	0.0%	Medical
GLD SPDR Gold Shares	$18,729		0.0%	65	0.0%	Finance
PEBO Peoples Bancorp	$18,038	$208 ▲	1.2%	608	0.0%	Finance
TSM Taiwan Semiconductor Manufacturing	$17,430		0.0%	105	0.0%	Computer and Technology
CDE Coeur Mining	$17,067	$17,067 ▲	New Holding	2,883	0.0%	Basic Materials
UBER Uber Technologies	$17,049		0.0%	234	0.0%	Computer and Technology
CAT Caterpillar	$16,490		0.0%	50	0.0%	Industrials
NI NiSource	$16,369	$120 ▲	0.7%	408	0.0%	Utilities
YUM Yum! Brands	$16,208		0.0%	103	0.0%	Retail/Wholesale
IYG iShares U.S. Financial Services ETF	$15,710	$15,710 ▼	-50.0%	200	0.0%	ETF
AMAT Applied Materials	$15,023	$8,089 ▼	-35.0%	104	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

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