Financial Avengers, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Financial Avengers, Inc. reported 155 stock positions worth $188.4 million. Its top holding was Nvidia (NVDA) at 13.9% of the portfolio, followed by Amazon.com (AMZN, 13.2%) and Apple (AAPL, 12.9%). Compared with Q1 2024, it opened 17 new positions, sold out of 16, added to 63 and reduced 23. The biggest buy was Alphabet Class A (GOOGL, shares +1102%) and the biggest sale an exit from Alphabet Class C (GOOG).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001844393
- Portfolio Value
- $188.4M (Q2 2024)
- SEC Filing
- 0001095449-24-000057 ↗ filed Aug 14, 2024
Holdings Value
Holdings 155 stocks · $188.4M
| NVDA Nvidia Corp. | 13.95% | 212,633 | $26.3M | Reduce -11.9% |
| AMZN Amazon.com Inc. | 13.19% | 128,534 | $24.8M | Reduce -1.9% |
| AAPL Apple Inc. | 12.87% | 115,086 | $24.2M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 9.47% | 97,806 | $17.8M | Add +1101.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.41% | 38,923 | $15.8M | Reduce -90.2% |
| SCHW Schwab (charles) Corp. | 6.59% | 168,432 | $12.4M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.67% | 221,357 | $8.8M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.67% | 15,474 | $6.9M | Add +0.1% |
| JNJ Johnson & Johnson | 3.27% | 42,196 | $6.2M | Add +1.2% |
| PG The Procter & Gamble Co. | 3.27% | 37,335 | $6.2M | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 3.25% | 483,683 | $6.1M | Reduce -2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.50% | 47,513 | $4.7M | Reduce -0.6% |
| INTC Intel Corp. | 1.93% | 117,605 | $3.6M | Reduce -0.3% |
| ADBE Adobe Inc. | 1.58% | 5,349 | $3.0M | Add +3.3% |
| SBUX Starbucks Corp. | 1.57% | 37,952 | $3.0M | Add +3.1% |
| SHOP Shopify Inc. Class A | 1.44% | 41,145 | $2.7M | Reduce -0.2% |
| VZ Verizon Communications Inc. | 1.40% | 64,150 | $2.6M | Add +2.9% |
| TSLA Tesla Inc. | 0.98% | 9,283 | $1.8M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 0.81% | 1,686 | $1.5M | Add +391.6% |
| BND Vanguard Total Bond Market | 0.45% | 11,746 | $846K | Add +7.9% |
| USIG iShares Broad Usd Investment | 0.45% | 16,778 | $842K | Add +8.7% |
| AMD Advanced Micro Devices | 0.39% | 4,553 | $739K | No change |
| KVUE Kenvue Inc. | 0.39% | 40,252 | $732K | Add +9.5% |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.33% | 1 | $612K | No change |
| PFE Pfizer Inc. | 0.27% | 18,374 | $514K | Add +52.0% |
| META Meta Platforms Inc. Class A | 0.24% | 901 | $454K | Add +2.5% |
| COST Costco Wholesale Corp. | 0.13% | 282 | $240K | No change |
| ADP Automatic Data Processing | 0.12% | 908 | $217K | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.11% | 413 | $210K | Reduce -8.8% |
| ACGL Arch Capital Group Ltd. | 0.10% | 1,780 | $180K | No change |
| V Visa Inc. Class A | 0.09% | 675 | $177K | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.09% | 825 | $167K | Add +0.5% |
| NVEE NV5 Global Inc. | 0.08% | 1,700 | $158K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 807 | $128K | Add +0.3% |
| T AT&T Inc. | 0.06% | 6,376 | $122K | Add +5.0% |
| HD Home Depot Inc. | 0.06% | 339 | $117K | Reduce -2.3% |
| RYCEY Rolls-Royce Holdings-SP ADR | 0.06% | 19,000 | $109K | Add +8.6% |
| TXN Texas Instruments Inc. | 0.06% | 551 | $107K | Add +43.5% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 181 | $100K | Add +0.6% |
| NFLX Netflix Inc. | 0.05% | 140 | $94K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 534 | $92K | Add +0.9% |
| NKE Nike Inc. Class B | 0.05% | 1,213 | $91K | Add +0.4% |
| FTNT Fortinet Inc. | 0.05% | 1,500 | $90K | No change |
| GILD Gilead Sciences Inc. | 0.05% | 1,307 | $90K | Add +1.1% |
| AEP American Electric Power | 0.05% | 1,021 | $90K | Add +1.0% |
| ABT Abbott Laboratories | 0.05% | 829 | $86K | Add +17.6% |
| MCHP Microchip Technology Inc. | 0.04% | 900 | $82K | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.04% | 1,696 | $81K | No change |
| DBX Dropbox Inc. Class A | 0.04% | 3,386 | $76K | Reduce -12.3% |
| AVGO Broadcom Inc. | 0.04% | 47 | $76K | Add +135.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 150 | $70K | No change |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.04% | 8,000 | $68K | No change |
| ISRG Intuitive Surgical Inc. | 0.03% | 130 | $58K | No change |
| KO The Coca-Cola Co. | 0.03% | 903 | $58K | Add +0.7% |
| ADSK Autodesk Inc. | 0.03% | 220 | $54K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 584 | $52K | Add +0.7% |
| PEP Pepsico Inc. | 0.03% | 288 | $48K | Add +1.4% |
| CLX Clorox Company | 0.02% | 343 | $47K | Add +0.9% |
| DHR Danaher Corp. | 0.02% | 184 | $46K | No change |
| TMFG Motley Fool Global Opp | 0.02% | 1,487 | $44K | No change |
| XOM Exxon Mobil Corp. | 0.02% | 366 | $42K | New |
| ED Consolidated Edison Inc. | 0.02% | 468 | $42K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.02% | 324 | $40K | Add +0.3% |
| SSNC Ss&c Technologies Holdings | 0.02% | 637 | $40K | Add +26.6% |
| WMT Walmart Inc. | 0.02% | 582 | $39K | Add +0.7% |
| DVN Devon Energy Corp. | 0.02% | 800 | $38K | New |
| AMAT Applied Materials Inc. | 0.02% | 160 | $38K | Add +0.6% |
| TAK Takeda Pharmaceutic-SP ADR | 0.02% | 2,856 | $37K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 526 | $36K | Add +1.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 301 | $36K | No change |
| TGT Target Corp. | 0.02% | 235 | $35K | Add +0.9% |
| GEV GE Vernova Inc. | 0.02% | 200 | $34K | Reduce -0.6% |
| OKE Oneok Inc. | 0.02% | 415 | $34K | New |
| UL Unilever PLC | 0.02% | 588 | $32K | Add +0.5% |
| ABBV Abbvie Inc. | 0.02% | 177 | $30K | Add +276.6% |
| GLW Corning Inc. | 0.02% | 773 | $30K | Add +0.7% |
| XLV SS Health Care Select Sector | 0.02% | 203 | $30K | No change |
| HSY The Hershey Co. | 0.02% | 156 | $29K | Add +0.7% |
| JSTC Adasina Social Justice GLB | 0.01% | 1,523 | $26K | Add +0.5% |
| AR Antero Resources Corp. | 0.01% | 800 | $26K | New |
| USB US Bancorp | 0.01% | 647 | $26K | Add +1.3% |
| MDB Mongodb Inc. | 0.01% | 100 | $25K | Reduce -16.7% |
| UNP Union Pacific Corp. | 0.01% | 109 | $25K | Add +1.9% |
| ENB Enbridge Inc. | 0.01% | 690 | $25K | New |
| EBAY eBay Inc. | 0.01% | 439 | $24K | Add +0.5% |
| LEVI Levi Strauss & Co. Class A | 0.01% | 1,206 | $23K | Add +0.6% |
| XLK SS Technology Select Sector | 0.01% | 101 | $23K | Reduce -33.1% |
| HON Honeywell International Inc. | 0.01% | 104 | $22K | New |
| EVRG Evergy Inc. | 0.01% | 412 | $22K | Add +1.2% |
| LMT Lockheed Martin Corp. | 0.01% | 45 | $21K | New |
| WMB Williams Cos Inc. | 0.01% | 485 | $21K | New |
| PEBO Peoples Bancorp Inc. | 0.01% | 683 | $20K | Add +1.3% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 300 | $20K | New |
| EQT Eqt Corp. | 0.01% | 500 | $18K | New |
| VEEV Veeva Systems Inc. Class A | 0.01% | 100 | $18K | No change |
| GEHC GE Healthcare Technology | 0.01% | 233 | $18K | No change |
| SU Suncor Energy Inc. | 0.01% | 470 | $18K | New |
| CAT Caterpillar Inc. | 0.01% | 50 | $17K | New |
| SILV Silvercrest Metals Inc. | 0.01% | 2,000 | $16K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.01% | 280 | $16K | New |
Portfolio Sells Q1 2024 → Q2 2024
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −7.69 |
| AXP American Express Co. | Sold out | 0.00% | −5.41 |
| INTC Intel Corp. | Reduce -0.3% | 1.93% | −0.85 |
| DIS The Walt Disney Co. | Reduce -0.6% | 2.50% | −0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -90.2% | 8.41% | −0.46 |
| SHOP Shopify Inc. Class A | Reduce -0.2% | 1.44% | −0.27 |
| F Ford Motor Co. | Reduce -2.9% | 3.25% | −0.26 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -2.0% | 6.59% | −0.02 |
| DBX Dropbox Inc. Class A | Reduce -12.3% | 0.04% | −0.01 |
| MDB Mongodb Inc. | Reduce -16.7% | 0.01% | −0.01 |
| V Visa Inc. Class A | Reduce -1.9% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -3.1% | 0.12% | −0.01 |
| AHTR American Healthcare REIT-I | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -8.8% | 0.11% | −0.01 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -2.3% | 0.06% | −0.01 |
| XLK SS Technology Select Sector | Reduce -33.1% | 0.01% | −0.00 |
| BMO Bank of Montreal | Reduce -50.0% | 0.00% | −0.00 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.00 |
| LYFT LYFT Inc. Class A | Reduce -37.9% | 0.00% | −0.00 |
| AIG American International Group | Sold out | 0.00% | −0.00 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.00 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -25.0% | 0.00% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.00 |
| NVZMY Novonesis (novozymes)-ADR | Sold out | 0.00% | −0.00 |
| BYND Beyond Meat Inc. | Sold out | 0.00% | −0.00 |
| GEV GE Vernova Inc. | Reduce -0.6% | 0.02% | −0.00 |
| AMC AMC Entertainment HLDS Class A | Sold out | 0.00% | 0.00 |
| ESS TECH INC | Sold out | 0.00% | 0.00 |
| EMBC Embecta Corp. | Sold out | 0.00% | 0.00 |
| NLOP Net Lease Office Property | Sold out | 0.00% | 0.00 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 3.27% | +0.07 |
| TSLA Tesla Inc. | Reduce -2.3% | 0.98% | +0.09 |
| BAC Bank of America Corp. | Reduce -1.1% | 4.67% | +0.22 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 13.19% | +0.60 |
| AAPL Apple Inc. | Reduce -2.9% | 12.87% | +2.17 |
| NVDA Nvidia Corp. | Reduce -11.9% | 13.95% | +2.37 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +1101.8% | 9.47% | +8.80 |
| LLY Eli Lilly & Co. | Add +391.6% | 0.81% | +0.67 |
| ADBE Adobe Inc. | Add +3.3% | 1.58% | +0.20 |
| MSFT Microsoft Corp. | Add +0.1% | 3.67% | +0.19 |
| PFE Pfizer Inc. | Add +52.0% | 0.27% | +0.10 |
| USIG iShares Broad Usd Investment | Add +8.7% | 0.45% | +0.04 |
| BND Vanguard Total Bond Market | Add +7.9% | 0.45% | +0.03 |
| AVGO Broadcom Inc. | Add +135.0% | 0.04% | +0.03 |
| XOM Exxon Mobil Corp. | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | Add +43.5% | 0.06% | +0.02 |
| DVN Devon Energy Corp. | New | 0.02% | +0.02 |
| OKE Oneok Inc. | New | 0.02% | +0.02 |
| AR Antero Resources Corp. | New | 0.01% | +0.01 |
| ENB Enbridge Inc. | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.24% | +0.01 |
| HON Honeywell International Inc. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +276.6% | 0.02% | +0.01 |
| LMT Lockheed Martin Corp. | New | 0.01% | +0.01 |
| WMB Williams Cos Inc. | New | 0.01% | +0.01 |
| AEM Agnico Eagle Mines Ltd. | New | 0.01% | +0.01 |
| EQT Eqt Corp. | New | 0.01% | +0.01 |
| SU Suncor Energy Inc. | New | 0.01% | +0.01 |
| CAT Caterpillar Inc. | New | 0.01% | +0.01 |
| SILV Silvercrest Metals Inc. | New | 0.01% | +0.01 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +5.0% | 0.06% | +0.01 |
| RYCEY Rolls-Royce Holdings-SP ADR | Add +8.6% | 0.06% | +0.01 |
| AM Antero Midstream Corp. | New | 0.01% | +0.01 |
| CNQ Canadian Natural Resources | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +2.9% | 1.40% | +0.01 |
| SSNC Ss&c Technologies Holdings | Add +26.6% | 0.02% | +0.00 |
| ABT Abbott Laboratories | Add +17.6% | 0.05% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| IRM Iron Mountain Inc. | Add +0.7% | 0.03% | +0.00 |
| GLW Corning Inc. | Add +0.7% | 0.02% | +0.00 |
| WMT Walmart Inc. | Add +0.7% | 0.02% | +0.00 |
| VMRK Vivmark Residential | Add +1.1% | 0.02% | +0.00 |
| AMAT Applied Materials Inc. | Add +0.6% | 0.02% | +0.00 |
| AEP American Electric Power | Add +1.0% | 0.05% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.09% | +0.00 |
| UL Unilever PLC | Add +0.5% | 0.02% | +0.00 |
| KO The Coca-Cola Co. | Add +0.7% | 0.03% | +0.00 |
| MCHP Microchip Technology Inc. | Add +0.6% | 0.04% | +0.00 |
| KMI Kinder Morgan Inc. | Add +1.5% | 0.01% | +0.00 |
| PEBO Peoples Bancorp Inc. | Add +1.3% | 0.01% | +0.00 |
| EBAY eBay Inc. | Add +0.5% | 0.01% | +0.00 |
| NI Nisource Inc. | Add +0.8% | 0.01% | +0.00 |
| EIX Edison International | Add +1.2% | 0.01% | +0.00 |
| EVRG Evergy Inc. | Add +1.2% | 0.01% | +0.00 |
| PBI Pitney Bowes Inc. | Add +1.0% | 0.00% | +0.00 |
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 |