Financial Avengers, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Financial Avengers, Inc. reported 153 stock positions worth $188.4 million. Its top holding was Amazon.com (AMZN) at 12.6% of the portfolio, followed by Nvidia (NVDA, 11.6%) and Apple (AAPL, 10.7%). Compared with Q4 2023, it opened 3 new positions, sold out of 28, added to 73 and reduced 22. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001844393
- Portfolio Value
- $188.4M (Q1 2024)
- SEC Filing
- 0001095449-24-000038 ↗ filed May 13, 2024
Holdings Value
Holdings 153 stocks · $188.4M
| AMZN Amazon.com Inc. | 12.59% | 131,022 | $23.7M | Add +0.1% |
| NVDA Nvidia Corp. | 11.58% | 24,139 | $21.8M | Add +0.8% |
| AAPL Apple Inc. | 10.70% | 118,546 | $20.2M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.87% | 397,678 | $16.7M | Add +901.8% |
| GOOG Alphabet Inc. Class C | 7.69% | 92,627 | $14.5M | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 6.61% | 171,953 | $12.4M | Add +0.6% |
| AXP American Express Co. | 5.41% | 44,756 | $10.2M | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.46% | 223,842 | $8.4M | Add +1.9% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 3.51% | 498,110 | $6.6M | Add +1.0% |
| JNJ Johnson & Johnson | 3.49% | 41,688 | $6.6M | Add +4.5% |
| MSFT Microsoft Corp. | 3.49% | 15,465 | $6.6M | Add +3.8% |
| PG The Procter & Gamble Co. | 3.20% | 37,569 | $6.0M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.08% | 47,805 | $5.8M | Add +7.8% |
| INTC Intel Corp. | 2.79% | 117,922 | $5.2M | Add +2.4% |
| SBUX Starbucks Corp. | 1.79% | 36,792 | $3.4M | Add +11.4% |
| SHOP Shopify Inc. Class A | 1.71% | 41,220 | $3.2M | Add +5.0% |
| VZ Verizon Communications Inc. | 1.40% | 62,333 | $2.6M | Add +15.7% |
| ADBE Adobe Inc. | 1.38% | 5,180 | $2.6M | Add +11.7% |
| TSLA Tesla Inc. | 0.88% | 9,503 | $1.7M | Reduce -25.4% |
| GOOGL Alphabet Inc. Class A | 0.67% | 8,138 | $1.3M | Reduce -1.8% |
| AMD Advanced Micro Devices | 0.44% | 4,553 | $835K | Reduce -7.0% |
| BND Vanguard Total Bond Market | 0.42% | 10,889 | $783K | Add +54.5% |
| KVUE Kenvue Inc. | 0.41% | 36,773 | $781K | Add +80.8% |
| USIG iShares Broad Usd Investment | 0.41% | 15,440 | $775K | Add +58.0% |
| META Meta Platforms Inc. Class A | 0.23% | 879 | $432K | Add +12.3% |
| PFE Pfizer Inc. | 0.18% | 12,090 | $335K | Add +76.6% |
| LLY Eli Lilly & Co. | 0.14% | 343 | $261K | Add +0.3% |
| ADP Automatic Data Processing | 0.12% | 937 | $230K | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.12% | 453 | $222K | Reduce -10.1% |
| COST Costco Wholesale Corp. | 0.11% | 282 | $203K | Add +8.5% |
| V Visa Inc. Class A | 0.10% | 688 | $191K | Add +0.1% |
| ACGL Arch Capital Group Ltd. | 0.09% | 1,780 | $164K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 821 | $163K | Add +9.0% |
| NVEE NV5 Global Inc. | 0.09% | 1,700 | $163K | Reduce -2.9% |
| GE General Electric | 0.07% | 805 | $141K | Add +6.6% |
| HD Home Depot Inc. | 0.07% | 347 | $128K | Add +0.6% |
| NKE Nike Inc. Class B | 0.06% | 1,208 | $112K | Add +0.3% |
| T AT&T Inc. | 0.06% | 6,075 | $106K | Add +5.3% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 180 | $104K | Reduce -5.3% |
| FTNT Fortinet Inc. | 0.05% | 1,500 | $102K | Reduce -6.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 529 | $100K | Add +5.0% |
| RYCEY Rolls-Royce Holdings-SP ADR | 0.05% | 17,500 | $95K | New |
| GILD Gilead Sciences Inc. | 0.05% | 1,293 | $94K | Add +1.0% |
| DBX Dropbox Inc. Class A | 0.05% | 3,860 | $94K | Reduce -19.6% |
| NFLX Netflix Inc. | 0.05% | 140 | $86K | Add +3.7% |
| AEP American Electric Power | 0.05% | 1,011 | $85K | Reduce -9.1% |
| CSCO Cisco Systems Inc. | 0.04% | 1,696 | $85K | Reduce -33.3% |
| MCHP Microchip Technology Inc. | 0.04% | 895 | $80K | Add +0.5% |
| ABT Abbott Laboratories | 0.04% | 705 | $79K | Reduce -24.6% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.04% | 8,000 | $70K | No change |
| TXN Texas Instruments Inc. | 0.04% | 384 | $66K | Add +0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 150 | $63K | No change |
| ADSK Autodesk Inc. | 0.03% | 220 | $57K | No change |
| KO The Coca-Cola Co. | 0.03% | 897 | $54K | Add +5.9% |
| CLX Clorox Company | 0.03% | 340 | $52K | Add +0.6% |
| ISRG Intuitive Surgical Inc. | 0.03% | 130 | $51K | No change |
| PEP Pepsico Inc. | 0.03% | 284 | $49K | Add +0.3% |
| FSLR First Solar Inc. | 0.03% | 286 | $49K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 580 | $46K | Add +1.1% |
| DHR Danaher Corp. | 0.02% | 184 | $46K | Add +0.6% |
| TMFG Motley Fool Global Opp | 0.02% | 1,487 | $45K | No change |
| MDB Mongodb Inc. | 0.02% | 120 | $43K | No change |
| MRK Merck & Co. Inc. | 0.02% | 323 | $42K | Add +0.9% |
| ED Consolidated Edison Inc. | 0.02% | 464 | $42K | Add +0.9% |
| TGT Target Corp. | 0.02% | 233 | $41K | Add +0.4% |
| TAK Takeda Pharmaceutic-SP ADR | 0.02% | 2,856 | $39K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 301 | $36K | No change |
| WMT Walmart Inc. | 0.02% | 578 | $35K | Add +0.3% |
| AMAT Applied Materials Inc. | 0.02% | 159 | $33K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 520 | $32K | Add +1.0% |
| SSNC Ss&c Technologies Holdings | 0.02% | 503 | $32K | Reduce -24.5% |
| XLK SS Technology Select Sector | 0.02% | 151 | $31K | Add +0.7% |
| HSY The Hershey Co. | 0.02% | 155 | $31K | Add +0.7% |
| XLV SS Health Care Select Sector | 0.02% | 203 | $30K | Add +0.5% |
| UL Unilever PLC | 0.02% | 585 | $29K | Add +0.7% |
| USB US Bancorp | 0.01% | 639 | $28K | Reduce -15.8% |
| AVGO Broadcom Inc. | 0.01% | 20 | $27K | No change |
| JSTC Adasina Social Justice GLB | 0.01% | 1,516 | $27K | Add +0.5% |
| UNP Union Pacific Corp. | 0.01% | 107 | $26K | No change |
| GLW Corning Inc. | 0.01% | 768 | $25K | Add +0.9% |
| LEVI Levi Strauss & Co. Class A | 0.01% | 1,199 | $24K | Add +0.7% |
| VEEV Veeva Systems Inc. Class A | 0.01% | 100 | $23K | No change |
| EBAY eBay Inc. | 0.01% | 437 | $23K | Add +0.5% |
| EVRG Evergy Inc. | 0.01% | 407 | $21K | Reduce -24.1% |
| GEHC GE Healthcare Technology | 0.01% | 233 | $21K | No change |
| PEBO Peoples Bancorp Inc. | 0.01% | 674 | $19K | Add +1.4% |
| SILA REALTY TRUST INC CL | 0.01% | 2,300 | $17K | No change |
| COTY Coty Inc. Class A | 0.01% | 1,232 | $15K | No change |
| YUM Yum! Brands Inc. | 0.01% | 101 | $14K | Add +34.7% |
| KMI Kinder Morgan Inc. | 0.01% | 744 | $14K | Add +1.6% |
| GLD SPDR Gold Shares | 0.01% | 65 | $14K | Reduce -55.8% |
| GM General Motors Co. | 0.01% | 297 | $13K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.01% | 77 | $13K | Add +1.3% |
| PBE Invesco Biotechnology & Geno | 0.01% | 200 | $13K | No change |
| AHTR American Healthcare REIT-I | 0.01% | 927 | $13K | No change |
| CSX CSX Corp. | 0.01% | 337 | $12K | Add +0.3% |
| ABNB Airbnb Inc. Class A | 0.01% | 75 | $12K | Reduce -50.0% |
| DAL Delta Air Lines Inc. | 0.01% | 252 | $12K | Add +0.4% |
| EIX Edison International | 0.01% | 169 | $12K | Add +1.2% |
| CMI Cummins Inc. | 0.01% | 39 | $11K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.6% | 10.70% | −3.25 |
| TSLA Tesla Inc. | Reduce -25.4% | 0.88% | −1.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 7.69% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -10.1% | 0.12% | −0.04 |
| DBX Dropbox Inc. Class A | Reduce -19.6% | 0.05% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -33.3% | 0.04% | −0.03 |
| NVEE NV5 Global Inc. | Reduce -2.9% | 0.09% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.67% | −0.02 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -24.6% | 0.04% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Sold out | 0.00% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.02 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.01 |
| GLD SPDR Gold Shares | Reduce -55.8% | 0.01% | −0.01 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.01 |
| AEP American Electric Power | Reduce -9.1% | 0.05% | −0.01 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.01 |
| BMO Bank of Montreal | Reduce -53.0% | 0.01% | −0.01 |
| SSNC Ss&c Technologies Holdings | Reduce -24.5% | 0.02% | −0.01 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.01 |
| FGFI First Greenwich Financial Inc. | Sold out | 0.00% | −0.01 |
| BIP Brookfield Infrastructure Pa | Sold out | 0.00% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -50.0% | 0.01% | −0.01 |
| EVRG Evergy Inc. | Reduce -24.1% | 0.01% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.3% | 0.06% | −0.01 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.01 |
| USB US Bancorp | Reduce -15.8% | 0.01% | −0.00 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.00 |
| PEY Invesco High Yield Equity Di | Sold out | 0.00% | −0.00 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.00 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.00 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -29.0% | 0.00% | −0.00 |
| EADSY Airbus SE - Unsp ADR | Sold out | 0.00% | −0.00 |
| FTNT Fortinet Inc. | Reduce -6.3% | 0.05% | −0.00 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.00 |
| BYND Beyond Meat Inc. | Reduce -88.2% | 0.00% | −0.00 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.00 |
| EMLC Vaneck JPM Em Local Curr BND | Sold out | 0.00% | −0.00 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.00 |
| KBWY Invesco KBW Premium Yield Eq | Sold out | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.00 |
| SAIC Science Applications Inte | Sold out | 0.00% | −0.00 |
| LYFT LYFT Inc. Class A | Reduce -12.2% | 0.00% | 0.00 |
| AMD Advanced Micro Devices | Reduce -7.0% | 0.44% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +0.8% | 11.58% | +4.44 |
| DIS The Walt Disney Co. | Add +7.8% | 3.08% | +0.68 |
| AMZN Amazon.com Inc. | Add +0.1% | 12.59% | +0.63 |
| AXP American Express Co. | Add +1.2% | 5.41% | +0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +901.8% | 8.87% | +0.36 |
| VZ Verizon Communications Inc. | Add +15.7% | 1.40% | +0.18 |
| KVUE Kenvue Inc. | Add +80.8% | 0.41% | +0.15 |
| MSFT Microsoft Corp. | Add +3.8% | 3.49% | +0.12 |
| USIG iShares Broad Usd Investment | Add +58.0% | 0.41% | +0.11 |
| BND Vanguard Total Bond Market | Add +54.5% | 0.42% | +0.10 |
| META Meta Platforms Inc. Class A | Add +12.3% | 0.23% | +0.06 |
| PFE Pfizer Inc. | Add +76.6% | 0.18% | +0.06 |
| RYCEY Rolls-Royce Holdings-SP ADR | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.14% | +0.02 |
| GE General Electric | Add +6.6% | 0.07% | +0.02 |
| BAC Bank of America Corp. | Add +1.9% | 4.46% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +9.0% | 0.09% | +0.01 |
| NFLX Netflix Inc. | Add +3.7% | 0.05% | +0.01 |
| COST Costco Wholesale Corp. | Add +8.5% | 0.11% | +0.00 |
| IBM Intl Business Machines Corp. | Add +5.0% | 0.05% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| TGT Target Corp. | Add +0.4% | 0.02% | +0.00 |
| YUM Yum! Brands Inc. | Add +34.7% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.02% | +0.00 |
| SJM The JM Smucker Co. | Add +89.3% | 0.00% | +0.00 |
| LEVI Levi Strauss & Co. Class A | Add +0.7% | 0.01% | +0.00 |
| GM General Motors Co. | Add +0.3% | 0.01% | +0.00 |
| EBAY eBay Inc. | Add +0.5% | 0.01% | +0.00 |
| DAL Delta Air Lines Inc. | Add +0.4% | 0.01% | +0.00 |
| QCOM Qualcomm Inc. | Add +1.3% | 0.01% | +0.00 |
| IRM Iron Mountain Inc. | Add +1.1% | 0.02% | +0.00 |
| ABBV Abbvie Inc. | Add +2.2% | 0.00% | +0.00 |
| ATMU Atmus Filtration Technologie | New | 0.00% | +0.00 |
| KD Kyndryl Holdings Inc. | Add +27.7% | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +0.3% | 0.02% | +0.00 |
| PBI Pitney Bowes Inc. | Add +1.0% | 0.00% | −0.00 |
| AMGN Amgen Inc. | Add +10.0% | 0.00% | −0.00 |
| LUV Southwest Airlines Co. | Add +1.5% | 0.00% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.00% | −0.00 |
| CVX Chevron Corp. | Add +1.5% | 0.01% | −0.00 |
| MPT Medical Properties Trust Inc. | Add +4.1% | 0.00% | −0.00 |
| CSX CSX Corp. | Add +0.3% | 0.01% | −0.00 |
| KMI Kinder Morgan Inc. | Add +1.6% | 0.01% | −0.00 |
| NI Nisource Inc. | Add +1.0% | 0.01% | −0.00 |
| GLW Corning Inc. | Add +0.9% | 0.01% | −0.00 |
| XLK SS Technology Select Sector | Add +0.7% | 0.02% | −0.00 |
| STAG Stag Industrial Inc. | Add +0.9% | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Add +0.5% | 0.02% | −0.00 |
| EIX Edison International | Add +1.2% | 0.01% | −0.00 |
| HSY The Hershey Co. | Add +0.7% | 0.02% | −0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| DIGITALBRIDGE GROUP INC (DBRG 7.125 PERP J) | CL A NEW | Sold out | 35 | $804before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 155 | $241.1M | NVDA, GOOG, AMZN, AAPL, BRK.B |
| Q1 2026 | 151 | $219.3M | NVDA, AMZN, AAPL, GOOG, BRK.B |
| Q4 2025Amended | 145 | $244.0M | NVDA, AMZN, GOOG, AAPL, BRK.B |
| Q3 2025 | 140 | $232.5M | NVDA, AMZN, AAPL, GOOG, BRK.B |
| Q2 2025 | 140 | $215.4M | NVDA, AMZN, AAPL, BRK.B, GOOG |
| Q1 2025Amended | 147 | $197.4M | AMZN, AAPL, NVDA, BRK.B, GOOG |
| Q4 2024 | 160 | $212.0M | AMZN, NVDA, AAPL, BRK.B, GOOG |
| Q3 2024 | 176 | $203.2M | AAPL, NVDA, AMZN, BRK.B, GOOG |
| Q2 2024 | 155 | $188.4M | NVDA, AMZN, AAPL, GOOGL, BRK.B |
| Q1 2024 | 153 | $188.4M | AMZN, NVDA, AAPL, BRK.B, GOOG |