Financial Avengers, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 18, 2024), Financial Avengers, Inc. reported 176 stock positions worth $203.2 million. Its top holding was Apple (AAPL) at 13.0% of the portfolio, followed by Nvidia (NVDA, 12.3%) and Amazon.com (AMZN, 11.7%). Compared with Q2 2024, it opened 24 new positions, sold out of 2, added to 71 and reduced 19. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Alphabet Class A (GOOGL, shares −92%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$203.2M (Q3 2024)
SEC Filing
0001095449-24-000096 ↗ filed Nov 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $188.4M Q1 2024 Q2 2024: $188.4M Q2 2024 Q3 2024: $203.2M $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 176 stocks · $203.2M
AAPL Apple Inc. 12.98% 113,209 $26.4M Reduce -1.6%
NVDA Nvidia Corp. 12.34% 206,503 $25.1M Reduce -2.9%
AMZN Amazon.com Inc. 11.71% 127,714 $23.8M Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 8.69% 38,384 $17.7M Reduce -1.4%
GOOG Alphabet Inc. Class C 7.35% 89,337 $14.9M New
AXP American Express Co. 5.85% 43,816 $11.9M New
SCHW Schwab (charles) Corp. 5.36% 167,934 $10.9M Reduce -0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 4.30% 220,283 $8.7M Reduce -0.5%
JNJ Johnson & Johnson 3.47% 43,472 $7.0M Add +3.0%
MSFT Microsoft Corp. 3.32% 15,667 $6.7M Add +1.3%
PG The Procter & Gamble Co. 3.19% 37,383 $6.5M Add +0.1%
F Ford Motor Co. filed as FORD MTR CO 2.48% 476,550 $5.0M Reduce -1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.35% 49,665 $4.8M Add +4.5%
SBUX Starbucks Corp. 2.00% 41,761 $4.1M Add +10.0%
SHOP Shopify Inc. Class A 1.72% 43,560 $3.5M Add +5.9%
VZ Verizon Communications Inc. 1.53% 69,076 $3.1M Add +7.7%
ADBE Adobe Inc. 1.45% 5,679 $2.9M Add +6.2%
INTC Intel Corp. 1.32% 114,692 $2.7M Reduce -2.5%
TSLA Tesla Inc. 1.20% 9,283 $2.4M No change
GOOGL Alphabet Inc. Class A 0.67% 8,240 $1.4M Reduce -91.6%
LLY Eli Lilly & Co. 0.65% 1,497 $1.3M Reduce -11.2%
KVUE Kenvue Inc. 0.53% 46,530 $1.1M Add +15.6%
USIG iShares Broad Usd Investment 0.51% 19,716 $1.0M Add +17.5%
BND Vanguard Total Bond Market 0.51% 13,708 $1.0M Add +16.7%
AMD Advanced Micro Devices 0.46% 5,669 $930K Add +24.5%
PFE Pfizer Inc. 0.40% 27,942 $809K Add +52.1%
BRK.A 1/100 Berkshire HTWY A Class A 0.34% 100 $691K Add +9900.0%
META Meta Platforms Inc. Class A 0.29% 1,017 $582K Add +12.9%
COST Costco Wholesale Corp. 0.13% 301 $267K Add +6.7%
ADP Automatic Data Processing 0.12% 913 $253K Add +0.6%
UNH Unitedhealth Group Inc. 0.12% 423 $248K Add +2.4%
ACGL Arch Capital Group Ltd. 0.10% 1,780 $199K No change
V Visa Inc. Class A 0.09% 677 $186K Add +0.3%
JPM JPMorgan Chase & Co. 0.09% 868 $183K Add +5.2%
CSCO Cisco Systems Inc. 0.08% 3,001 $160K Add +77.0%
NVEE NV5 Global Inc. 0.08% 1,700 $159K No change
GE General Electric filed as GE AEROSPACE 0.07% 808 $152K Add +0.1%
RYCEY Rolls-Royce Holdings-SP ADR 0.07% 21,500 $152K Add +13.2%
T AT&T Inc. 0.07% 6,814 $150K Add +6.9%
HD Home Depot Inc. 0.07% 341 $138K Add +0.6%
MMM 3M Co. 0.06% 964 $132K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 538 $119K Add +0.8%
FTNT Fortinet Inc. 0.06% 1,500 $116K No change
TXN Texas Instruments Inc. 0.06% 542 $112K Reduce -1.6%
GILD Gilead Sciences Inc. 0.05% 1,319 $111K Add +0.9%
NFLX Netflix Inc. 0.05% 155 $110K Add +10.7%
NKE Nike Inc. Class B 0.05% 1,219 $108K Add +0.5%
AEP American Electric Power 0.05% 1,009 $104K Reduce -1.2%
ABT Abbott Laboratories 0.05% 832 $95K Add +0.4%
TMO Thermo Fisher Scientific Inc. 0.05% 151 $93K Reduce -16.6%
TAK Takeda Pharmaceutic-SP ADR 0.04% 6,211 $88K Add +117.5%
DBX Dropbox Inc. Class A 0.04% 3,386 $86K No change
AVGO Broadcom Inc. 0.04% 472 $81K Add +0.4%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.04% 7,000 $80K Reduce -12.5%
FSLR First Solar Inc. 0.04% 308 $77K New
MCHP Microchip Technology Inc. 0.04% 905 $73K Add +0.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.03% 589 $70K Add +0.9%
VRTX Vertex Pharmaceuticals Inc. 0.03% 150 $70K No change
KO The Coca-Cola Co. 0.03% 910 $65K Add +0.8%
ISRG Intuitive Surgical Inc. 0.03% 130 $64K No change
GLW Corning Inc. 0.03% 1,278 $58K Add +65.3%
CLX Clorox Company 0.03% 346 $56K Add +0.9%
GEV GE Vernova Inc. 0.03% 218 $56K Add +9.0%
ADSK Autodesk Inc. 0.03% 200 $55K Reduce -9.1%
DHR Danaher Corp. 0.03% 184 $51K No change
PEP Pepsico Inc. 0.02% 290 $49K Add +0.7%
ED Consolidated Edison Inc. 0.02% 472 $49K Add +0.8%
TMFG Motley Fool Global Opp 0.02% 1,487 $47K No change
WMT Walmart Inc. 0.02% 583 $47K Add +0.2%
XOM Exxon Mobil Corp. 0.02% 366 $43K No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 531 $40K Add +0.9%
UL Unilever PLC 0.02% 591 $38K Add +0.5%
OKE Oneok Inc. 0.02% 415 $38K No change
SSNC Ss&c Technologies Holdings 0.02% 503 $37K Reduce -21.0%
MRK Merck & Co. Inc. 0.02% 326 $37K Add +0.6%
TGT Target Corp. 0.02% 237 $37K Add +0.8%
EQT Eqt Corp. 0.02% 1,004 $37K Add +100.8%
ABBV Abbvie Inc. 0.02% 177 $35K No change
AMAT Applied Materials Inc. 0.02% 160 $32K No change
HON Honeywell International Inc. 0.02% 154 $32K Add +48.1%
XLV SS Health Care Select Sector 0.02% 204 $31K Add +0.5%
DVN Devon Energy Corp. 0.02% 800 $31K No change
HSY The Hershey Co. 0.01% 157 $30K Add +0.6%
JSTC Adasina Social Justice GLB 0.01% 1,523 $29K No change
EBAY eBay Inc. 0.01% 441 $29K Add +0.5%
IYG iShares U.S. Financial Servi 0.01% 400 $28K New
ENB Enbridge Inc. 0.01% 690 $28K No change
MDB Mongodb Inc. 0.01% 100 $27K No change
UNP Union Pacific Corp. 0.01% 109 $27K No change
LEVI Levi Strauss & Co. Class A 0.01% 1,214 $26K Add +0.7%
LMT Lockheed Martin Corp. 0.01% 45 $26K No change
EVRG Evergy Inc. 0.01% 416 $26K Add +1.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 201 $26K Reduce -33.2%
NEAR iShares SH Dba ETF Usd Inc. 0.01% 500 $26K New
AHR American Healthcare REIT Inc. 0.01% 926 $24K New
AEM Agnico Eagle Mines Ltd. 0.01% 300 $24K No change
AR Antero Resources Corp. 0.01% 800 $23K No change
XLK SS Technology Select Sector 0.01% 101 $23K No change
WMB Williams Cos Inc. 0.01% 485 $22K No change
GEHC GE Healthcare Technology 0.01% 234 $22K Add +0.4%

Show all 176 holdings

Lines left out (1) · $1 — a value with no share or principal amount
SecurityClassSharesValue
BBWI Bath & Body Works Inc. COM0$1

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $203.2M.

Portfolio Sells Q2 2024 → Q3 2024
GOOGL Alphabet Inc. Class A Reduce -91.6% 0.67% −8.80
NVDA Nvidia Corp. Reduce -2.9% 12.34% −1.61
AMZN Amazon.com Inc. Reduce -0.6% 11.71% −1.48
SCHW Schwab (charles) Corp. Reduce -0.3% 5.36% −1.23
F Ford Motor Co. Reduce -1.5% 2.48% −0.78
INTC Intel Corp. Reduce -2.5% 1.32% −0.61
BAC Bank of America Corp. Reduce -0.5% 4.30% −0.37
LLY Eli Lilly & Co. Reduce -11.2% 0.65% −0.16
TMO Thermo Fisher Scientific Inc. Reduce -16.6% 0.05% −0.01
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -33.2% 0.01% −0.01
USB US Bancorp Reduce -30.6% 0.01% −0.00
SSNC Ss&c Technologies Holdings Reduce -21.0% 0.02% −0.00
SILA Sila Realty Trust Inc. Reduce -42.4% 0.00% −0.00
TXN Texas Instruments Inc. Reduce -1.6% 0.06% −0.00
ADSK Autodesk Inc. Reduce -9.1% 0.03% −0.00
ATMU Atmus Filtration Technologie Sold out 0.00% −0.00
KBSG KBS Growth & Income REIT I-A Sold out 0.00% −0.00
AEP American Electric Power Reduce -1.2% 0.05% +0.00
HAPN Happen Inc. Reduce -12.5% 0.04% +0.00
AAPL Apple Inc. Reduce -1.6% 12.98% +0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 8.69% +0.29

Portfolio Buys Q2 2024 → Q3 2024
GOOG Alphabet Inc. Class C New 7.35% +7.35
AXP American Express Co. New 5.85% +5.85
SBUX Starbucks Corp. Add +10.0% 2.00% +0.43
SHOP Shopify Inc. Class A Add +5.9% 1.72% +0.28
JNJ Johnson & Johnson Add +3.0% 3.47% +0.19
KVUE Kenvue Inc. Add +15.6% 0.53% +0.14
PFE Pfizer Inc. Add +52.1% 0.40% +0.13
VZ Verizon Communications Inc. Add +7.7% 1.53% +0.12
AMD Advanced Micro Devices Add +24.5% 0.46% +0.07
MMM 3M Co. New 0.06% +0.06
USIG iShares Broad Usd Investment Add +17.5% 0.51% +0.06
BND Vanguard Total Bond Market Add +16.7% 0.51% +0.06
META Meta Platforms Inc. Class A Add +12.9% 0.29% +0.05
FSLR First Solar Inc. New 0.04% +0.04
CSCO Cisco Systems Inc. Add +77.0% 0.08% +0.04
TAK Takeda Pharmaceutic-SP ADR Add +117.5% 0.04% +0.02
RYCEY Rolls-Royce Holdings-SP ADR Add +13.2% 0.07% +0.02
BRK.A 1/100 Berkshire HTWY A Class A Add +9900.0% 0.34% +0.02
IYG iShares U.S. Financial Servi New 0.01% +0.01
NEAR iShares SH Dba ETF Usd Inc. New 0.01% +0.01
GLW Corning Inc. Add +65.3% 0.03% +0.01
AHR American Healthcare REIT Inc. New 0.01% +0.01
UNH Unitedhealth Group Inc. Add +2.4% 0.12% +0.01
IBM Intl Business Machines Corp. Add +0.8% 0.06% +0.01
ADP Automatic Data Processing Add +0.6% 0.12% +0.01
T AT&T Inc. Add +6.9% 0.07% +0.01
GEV GE Vernova Inc. Add +9.0% 0.03% +0.01
TSM Taiwan Semiconductor-SP ADR New 0.01% +0.01
FANG Diamondback Energy Inc. New 0.01% +0.01
UBER Uber Technologies Inc. New 0.01% +0.01
EQT Eqt Corp. Add +100.8% 0.02% +0.01
P Everpure Inc. Class A New 0.01% +0.01
ASML ASML Holding NV-NY Reg SHS Add +400.0% 0.01% +0.01
GNRC Generac Holdings Inc. New 0.01% +0.01
GE General Electric Add +0.1% 0.07% +0.01
GILD Gilead Sciences Inc. Add +0.9% 0.05% +0.01
AMT American Tower Corp. New 0.01% +0.01
IRM Iron Mountain Inc. Add +0.9% 0.03% +0.01
HD Home Depot Inc. Add +0.6% 0.07% +0.01
MS Morgan Stanley New 0.01% +0.01
NKE Nike Inc. Class B Add +0.5% 0.05% +0.00
PYPL PayPal Holdings Inc. New 0.00% +0.00
BABA Alibaba Group Holding-SP ADR New 0.00% +0.00
COST Costco Wholesale Corp. Add +6.7% 0.13% +0.00
BKNG Booking Holdings Inc. New 0.00% +0.00
HON Honeywell International Inc. Add +48.1% 0.02% +0.00
NFLX Netflix Inc. Add +10.7% 0.05% +0.00
CLX Clorox Company Add +0.9% 0.03% +0.00
EA Electronic Arts Inc. New 0.00% +0.00
ETN Eaton Corp. PLC New 0.00% +0.00

Notes & Other Activity Q2 2024 → Q3 2024
BBWI Bath & Body Works Inc. COM Reduce -100.0% 0 $1

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