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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $188.4M $188.4M Q1 2024 Q2 2024: $188.4M Q2 2024 Q3 2024: $203.2M Q3 2024 Q4 2024: $212.0M Q4 2024 Q1 2025: $197.4M Q1 2025 Q2 2025: $215.4M Q2 2025 Q3 2025: $232.5M Q3 2025 Q4 2025: $244.0M Q4 2025 Q1 2026: $219.3M Q1 2026 Q2 2026: $241.1M Q2 2026

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
AMT American Tower Corp. 0.01% 57 $11K No change
NI Nisource Inc. 0.01% 396 $11K Add +1.0%
CVX Chevron Corp. 0.01% 66 $10K Add +1.5%
CRI Carter's Inc. 0.01% 122 $10K No change
OMCL Omnicell Inc. 0.01% 350 $10K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.01% 100 $10K Reduce -53.0%
MA Mastercard Inc. Class A 0.01% 20 $10K No change
PSA Public Storage 0.01% 33 $10K No change
TCOM Trip.com Group Ltd.-ADR 0.01% 200 $9K No change
LYFT LYFT Inc. Class A 0.00% 483 $9K Reduce -12.2%
ABBV Abbvie Inc. 0.00% 47 $8K Add +2.2%
STAG Stag Industrial Inc. 0.00% 212 $8K Add +0.9%
QRVO Qorvo Inc. 0.00% 65 $7K No change
VGT Vanguard Info Tech ETF 0.00% 14 $7K No change
BBWI Bath & Body Works Inc. 0.00% 144 $7K No change
WBA Walgreens Boots Alliance Inc. 0.00% 343 $7K Add +1.2%
BMY Bristol-Myers Squibb Co. 0.00% 126 $7K Add +0.8%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 53 $7K Add +89.3%
BRK.A 1/100 Berkshire HTWY A Class A 0.00% 1 $6K No change
APH Amphenol Corp. Class A 0.00% 51 $6K No change
BDX Becton Dickinson and Co. 0.00% 21 $5K No change
ASML ASML Holding NV-NY Reg SHS 0.00% 5 $5K New
CSL Carlisle Cos Inc. 0.00% 11 $4K No change
BOX Box Inc. Class A 0.00% 150 $4K No change
WBD Warner Bros Discovery Inc. 0.00% 485 $4K Reduce -29.0%
LUV Southwest Airlines Co. 0.00% 137 $4K Add +1.5%
AIG American International Group 0.00% 47 $4K No change
WPC WP Carey Inc. 0.00% 55 $3K No change
AMGN Amgen Inc. 0.00% 11 $3K Add +10.0%
KD Kyndryl Holdings Inc. 0.00% 129 $3K Add +27.7%
MPT Medical Properties Trust Inc. 0.00% 584 $3K Add +4.1%
GIS General Mills Inc. 0.00% 36 $3K No change
RBLX Roblox Corp. Class A 0.00% 50 $2K No change
SCHG Schwab US Large-Cap Growth 0.00% 20 $2K No change
PBI Pitney Bowes Inc. 0.00% 395 $2K Add +1.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.00% 7 $2K No change
SO The Southern Co. 0.00% 21 $1K No change
WAB Wabtec Corp. 0.00% 9 $1K No change
TMUS T-Mobile US Inc. 0.00% 7 $1K No change
LUMN Lumen Technologies Inc. 0.00% 717 $1K No change
PRDSY Prada S.P.A.-Unsp ADR 0.00% 47 $752 No change
NVZMY Novonesis (novozymes)-ADR 0.00% 10 $583 No change
KBSG KBS Growth & Income REIT I-A 0.00% 4,578 $458 No change
ATMU Atmus Filtration Technologie 0.00% 12 $389 New
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.00% 5 $324 No change
BYND Beyond Meat Inc. 0.00% 40 $310 Reduce -88.2%
VTRS Viatris Inc. 0.00% 18 $217 No change
QUINCE THERAPEUTICS INC 0.00% 100 $109 No change
GSAT Globalstar Inc. 0.00% 54 $73 No change
NLOP Net Lease Office Property 0.00% 3 $71 No change
ESS TECH INC 0.00% 80 $56 No change
EMBC Embecta Corp. 0.00% 4 $52 No change
AMC AMC Entertainment HLDS Class A 0.00% 4 $13 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$241.1MNVDA, GOOG, AMZN, AAPL, BRK.B
Q1 2026 151$219.3MNVDA, AMZN, AAPL, GOOG, BRK.B
Q4 2025Amended 145$244.0MNVDA, AMZN, GOOG, AAPL, BRK.B
Q3 2025 140$232.5MNVDA, AMZN, AAPL, GOOG, BRK.B
Q2 2025 140$215.4MNVDA, AMZN, AAPL, BRK.B, GOOG
Q1 2025Amended 147$197.4MAMZN, AAPL, NVDA, BRK.B, GOOG
Q4 2024 160$212.0MAMZN, NVDA, AAPL, BRK.B, GOOG
Q3 2024 176$203.2MAAPL, NVDA, AMZN, BRK.B, GOOG
Q2 2024 155$188.4MNVDA, AMZN, AAPL, GOOGL, BRK.B
Q1 2024 153$188.4MAMZN, NVDA, AAPL, BRK.B, GOOG