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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $188.4M Q1 2024 Q2 2024: $188.4M $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 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
QCOM Qualcomm Inc. 0.01% 77 $15K No change
KMI Kinder Morgan Inc. 0.01% 755 $15K Add +1.5%
GLD SPDR Gold Shares 0.01% 65 $14K No change
GM General Motors Co. 0.01% 297 $14K No change
YUM Yum! Brands Inc. 0.01% 102 $13K Add +1.0%
PBE Invesco Biotechnology & Geno 0.01% 200 $13K No change
AM Antero Midstream Corp. 0.01% 850 $13K New
COTY Coty Inc. Class A 0.01% 1,232 $12K No change
EIX Edison International 0.01% 171 $12K Add +1.2%
SILA Sila Realty Trust Inc. 0.01% 575 $12K No change
DAL Delta Air Lines Inc. 0.01% 252 $12K No change
NI Nisource Inc. 0.01% 399 $12K Add +0.8%
CNQ Canadian Natural Resources 0.01% 320 $11K New
ABNB Airbnb Inc. Class A 0.01% 75 $11K No change
CSX CSX Corp. 0.01% 339 $11K Add +0.6%
CMI Cummins Inc. 0.01% 39 $11K No change
CVX Chevron Corp. 0.01% 67 $10K Add +1.5%
PSA Public Storage 0.01% 34 $10K Add +3.0%
OMCL Omnicell Inc. 0.01% 350 $9K No change
MA Mastercard Inc. Class A 0.00% 20 $9K No change
VGT Vanguard Info Tech ETF 0.00% 14 $8K No change
STAG Stag Industrial Inc. 0.00% 214 $8K Add +0.9%
CRI Carter's Inc. 0.00% 125 $8K Add +2.5%
QRVO Qorvo Inc. 0.00% 65 $8K No change
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $7K Reduce -25.0%
APH Amphenol Corp. Class A 0.00% 102 $7K No change
PLTR Palantir Technologies Inc. Class A 0.00% 250 $6K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 54 $6K Add +1.9%
BBWI Bath & Body Works Inc. 0.00% 145 $6K Add +0.7%
BMY Bristol-Myers Squibb Co. 0.00% 128 $5K Add +1.6%
ASML ASML Holding NV-NY Reg SHS 0.00% 5 $5K No change
CSL Carlisle Cos Inc. 0.00% 11 $5K No change
LYFT LYFT Inc. Class A 0.00% 300 $4K Reduce -37.9%
WBA Walgreens Boots Alliance Inc. 0.00% 348 $4K Add +1.5%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.00% 50 $4K Reduce -50.0%
BOX Box Inc. Class A 0.00% 150 $4K No change
LUV Southwest Airlines Co. 0.00% 137 $4K No change
WBD Warner Bros Discovery Inc. 0.00% 485 $4K No change
KD Kyndryl Holdings Inc. 0.00% 129 $3K No change
AMGN Amgen Inc. 0.00% 11 $3K No change
MPT Medical Properties Trust Inc. 0.00% 602 $3K Add +3.1%
GIS General Mills Inc. 0.00% 37 $2K Add +2.8%
PBI Pitney Bowes Inc. 0.00% 399 $2K Add +1.0%
RBLX Roblox Corp. Class A 0.00% 50 $2K No change
SO The Southern Co. 0.00% 21 $2K 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 $789 No change
PRDSY Prada S.P.A.-Unsp ADR 0.00% 47 $682 No change
KBSG KBS Growth & Income REIT I-A 0.00% 4,578 $458 No change
ATMU Atmus Filtration Technologie 0.00% 12 $345 No change
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.00% 5 $296 No change
VTRS Viatris Inc. 0.00% 18 $196 No change
QUINCE THERAPEUTICS INC 0.00% 100 $75 No change
GSAT Globalstar Inc. 0.00% 54 $60 No change

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

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