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

About Financial Avengers, Inc.

Investment Activity

Financial Avengers, Inc. has $212.04 million in total holdings as of December 31, 2024.
Financial Avengers, Inc. owns shares of 161 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 2.21% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Financial Avengers, Inc. has purchased 176 new stocks and bought additional shares in 65 stocks.
Financial Avengers, Inc. sold shares of 27 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Amazon.com: $27,785,744
NVIDIA: $27,313,517
Apple: $25,239,007
Berkshire Hathaway: $17,319,376
Alphabet: $16,973,356

Largest New Holdings this Quarter

070830104 - Bath & Body Works: $1 Holding

Largest Purchases this Quarter

iShares Broad USD Investment Grade Corporate Bond ETF: 19,708 shares (about $990.92K)
Pfizer: 24,642 shares (about $653.75K)
3M: 4,577 shares (about $590.86K)
Vanguard Total Bond Market ETF: 6,710 shares (about $482.53K)
Verizon Communications: 11,001 shares (about $439.93K)

Largest Sales this Quarter

BERKSHIRE HTWY ACLASSA: 99 shares (about $67.41M)
Apple: 12,422 shares (about $3.11M)
Intel: 112,650 shares (about $2.26M)
Bank of America: 22,835 shares (about $1.00M)
American Express: 2,601 shares (about $771.95K)

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	$27,785,744	$233,431 ▼	-0.8%	126,650	13.1%	Retail/Wholesale
NVDA NVIDIA	$27,313,517	$417,776 ▼	-1.5%	203,392	12.9%	Computer and Technology
AAPL Apple	$25,239,007	$3,110,708 ▼	-11.0%	100,787	11.9%	Computer and Technology
BRK.B Berkshire Hathaway	$17,319,376	$79,324 ▼	-0.5%	38,209	8.2%	Finance
GOOG Alphabet	$16,973,356	$39,992 ▼	-0.2%	89,127	8.0%	Computer and Technology
AXP American Express	$12,232,227	$771,953 ▼	-5.9%	41,215	5.8%	Finance
SCHW Charles Schwab	$11,780,372	$648,400 ▼	-5.2%	159,173	5.6%	Finance
BAC Bank of America	$8,677,848	$1,003,599 ▼	-10.4%	197,448	4.1%	Finance
MSFT Microsoft	$6,703,042	$99,473 ▲	1.5%	15,903	3.2%	Computer and Technology
JNJ Johnson & Johnson	$6,453,375	$166,458 ▲	2.6%	44,623	3.0%	Medical
PG Procter & Gamble	$6,372,660	$105,451 ▲	1.7%	38,012	3.0%	Consumer Staples
DIS Walt Disney	$5,703,471	$173,261 ▲	3.1%	51,221	2.7%	Consumer Discretionary
SHOP Shopify	$4,736,470	$104,735 ▲	2.3%	44,545	2.2%	Computer and Technology
F Ford Motor	$4,538,872	$178,972 ▼	-3.8%	458,472	2.1%	Auto/Tires/Trucks
SBUX Starbucks	$3,840,384	$29,657 ▲	0.8%	42,086	1.8%	Retail/Wholesale
VZ Verizon Communications	$3,202,262	$439,928 ▲	15.9%	80,077	1.5%	Computer and Technology
TSLA Tesla	$3,107,549	$641,298 ▼	-17.1%	7,695	1.5%	Auto/Tires/Trucks
ADBE Adobe	$2,720,997	$195,659 ▲	7.7%	6,119	1.3%	Computer and Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$1,982,243	$990,920 ▲	100.0%	39,424	0.9%	Manufacturing
GOOGL Alphabet	$1,551,715	$8,140 ▼	-0.5%	8,197	0.7%	Computer and Technology
BND Vanguard Total Bond Market ETF	$1,468,286	$482,525 ▲	48.9%	20,418	0.7%	ETF
KVUE Kenvue	$1,430,110	$436,693 ▲	44.0%	66,984	0.7%	Consumer Staples
PFE Pfizer	$1,395,048	$653,750 ▲	88.2%	52,584	0.7%	Medical
LLY Eli Lilly and Company	$1,123,095	$32,419 ▼	-2.8%	1,455	0.5%	Medical
MMM 3M	$715,305	$590,859 ▲	474.8%	5,541	0.3%	Multi-Sector Conglomerates
BERKSHIRE HTWY ACLASSA	$680,920	$67,411,080 ▼	-99.0%	1	0.3%	COMMON STOCK
AMD Advanced Micro Devices	$629,074	$55,684 ▼	-8.1%	5,208	0.3%	Computer and Technology
META Meta Platforms	$548,851	$46,860 ▼	-7.9%	937	0.3%	Computer and Technology
COST Costco Wholesale	$281,116	$5,494 ▲	2.0%	307	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$251,346	$15,801 ▼	-5.9%	859	0.1%	Business Services
V Visa	$214,252	$316 ▲	0.1%	678	0.1%	Business Services
JPM JPMorgan Chase & Co.	$209,058	$959 ▲	0.5%	872	0.1%	Finance
RYCEY Rolls-Royce Holdings plc	$202,758	$49,800 ▲	32.6%	28,500	0.1%	Aerospace
UNH UnitedHealth Group	$202,438	$11,640 ▼	-5.4%	400	0.1%	Medical
ACGL Arch Capital Group	$164,383		0.0%	1,780	0.1%	Finance
T AT&T	$157,081	$1,935 ▲	1.2%	6,899	0.1%	Computer and Technology
CSCO Cisco Systems	$143,638	$34,044 ▼	-19.2%	2,426	0.1%	Computer and Technology
NFLX Netflix	$138,155		0.0%	155	0.1%	Consumer Discretionary
GE GE Aerospace	$134,975	$167 ▲	0.1%	809	0.1%	Industrials
HD Home Depot	$133,507	$778 ▲	0.6%	343	0.1%	Retail/Wholesale
FTNT Fortinet	$132,272	$9,448 ▼	-6.7%	1,400	0.1%	Computer and Technology
NVEE NV5 Global	$128,112	$96,084 ▲	300.0%	6,800	0.1%	Business Services
GILD Gilead Sciences	$122,883	$1,016 ▲	0.8%	1,330	0.1%	Medical
IBM International Business Machines	$119,171	$879 ▲	0.7%	542	0.1%	Computer and Technology
AVGO Broadcom	$109,509		0.0%	472	0.1%	Computer and Technology
TXN Texas Instruments	$102,078	$375 ▲	0.4%	544	0.0%	Computer and Technology
DBX Dropbox	$101,715		0.0%	3,386	0.0%	Computer and Technology
AEP American Electric Power	$93,991	$922 ▲	1.0%	1,019	0.0%	Utilities
NKE NIKE	$92,645	$378 ▲	0.4%	1,224	0.0%	Consumer Discretionary
TAK Takeda Pharmaceutical	$82,234		0.0%	6,211	0.0%	Medical
ADSK Autodesk	$82,168	$23,054 ▲	39.0%	278	0.0%	Computer and Technology
LC LendingClub	$80,950	$32,380 ▼	-28.6%	5,000	0.0%	Finance
ABT Abbott Laboratories	$80,944	$13,114 ▼	-13.9%	716	0.0%	Medical
GE VERNOVA INC	$79,930	$8,223 ▲	11.5%	243	0.0%	COMMON STOCK
TMO Thermo Fisher Scientific	$78,419		0.0%	151	0.0%	Medical
CLX Clorox	$74,267	$18,039 ▲	32.1%	457	0.0%	Consumer Staples
ISRG Intuitive Surgical	$67,855		0.0%	130	0.0%	Medical
IRM Iron Mountain	$62,238	$315 ▲	0.5%	592	0.0%	Business Services
GLW Corning	$60,943	$190 ▲	0.3%	1,282	0.0%	Computer and Technology
VRTX Vertex Pharmaceuticals	$60,405		0.0%	150	0.0%	Medical
KO Coca-Cola	$56,436	$249 ▼	-0.4%	906	0.0%	Consumer Staples
FSLR First Solar	$54,282		0.0%	308	0.0%	Energy
WMT Walmart	$52,705		0.0%	583	0.0%	Retail/Wholesale
MCHP Microchip Technology	$52,295	$401 ▲	0.8%	912	0.0%	Computer and Technology
TMFG Motley Fool Global Opportunities ETF	$47,765	$5,638 ▲	13.4%	1,686	0.0%	ETF
PEP PepsiCo	$44,139		0.0%	290	0.0%	Consumer Staples
ED Consolidated Edison	$42,486	$357 ▲	0.8%	476	0.0%	Utilities
DHR Danaher	$42,292		0.0%	184	0.0%	Medical
OKE ONEOK	$41,666		0.0%	415	0.0%	Energy
INTC Intel	$40,951	$2,259,123 ▼	-98.2%	2,042	0.0%	Computer and Technology
EQR Equity Residential	$38,463	$359 ▲	0.9%	536	0.0%	Finance
SSNC SS&C Technologies	$38,207	$76 ▲	0.2%	504	0.0%	Computer and Technology
UL Unilever	$33,664	$170 ▲	0.5%	594	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$32,707	$298 ▲	0.9%	329	0.0%	Medical
TGT Target	$32,250	$270 ▲	0.8%	239	0.0%	Retail/Wholesale
IYG iShares U.S. Financial Services ETF	$31,124		0.0%	400	0.0%	ETF
ENB Enbridge	$29,277		0.0%	690	0.0%	Energy
XLV Health Care Select Sector SPDR Fund	$28,200	$138 ▲	0.5%	205	0.0%	ETF
JSTC Adasina Social Justice All Cap Global ETF	$28,156	$202 ▲	0.7%	1,534	0.0%	ETF
AR Antero Resources	$28,040		0.0%	800	0.0%	Energy
EBAY eBay	$27,455	$124 ▲	0.5%	443	0.0%	Retail/Wholesale
HSY Hershey	$26,802	$170 ▲	0.6%	158	0.0%	Consumer Staples
AMERICAN HEALTHCARE REITREIT	$26,317		0.0%	926	0.0%	REAL ESTATE INVESTME
WMB Williams Companies	$26,248		0.0%	485	0.0%	Energy
AMAT Applied Materials	$26,066		0.0%	160	0.0%	Computer and Technology
EVERGY INC	$25,881	$246 ▲	1.0%	420	0.0%	COMMON STOCK
MGV Vanguard Mega Cap Value ETF	$25,088		0.0%	201	0.0%	ETF
UNP Union Pacific	$25,050	$228 ▲	0.9%	110	0.0%	Transportation
ASML ASML	$24,258	$6,931 ▲	40.0%	35	0.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$23,522		0.0%	101	0.0%	ETF
HON Honeywell International	$23,493	$11,295 ▼	-32.5%	104	0.0%	Multi-Sector Conglomerates
AEM Agnico Eagle Mines	$23,463		0.0%	300	0.0%	Basic Materials
MDB MongoDB	$23,281		0.0%	100	0.0%	Computer and Technology
EQT EQT	$23,055	$23,239 ▼	-50.2%	500	0.0%	Energy
USB U.S. Bancorp	$21,681	$191 ▲	0.9%	453	0.0%	Finance
KMI Kinder Morgan	$21,184	$219 ▲	1.0%	773	0.0%	Energy
LEVI Levi Strauss & Co.	$21,160	$156 ▲	0.7%	1,223	0.0%	Retail/Wholesale
VEEV Veeva Systems	$21,025		0.0%	100	0.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$20,736		0.0%	105	0.0%	Computer and Technology
PSTG Pure Storage	$20,518		0.0%	334	0.0%	Computer and Technology

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 (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

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Advanced Stock Screeners and Research Tools

About MarketBeat

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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