Financial Avengers, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Financial Avengers, Inc. reported 160 stock positions worth $212.0 million. Its top holding was Amazon.com (AMZN) at 13.1% of the portfolio, followed by Nvidia (NVDA, 12.9%) and Apple (AAPL, 11.9%). Compared with Q3 2024, it sold out of 16, added to 64 and reduced 27. The biggest buy was Shopify Class A (SHOP, shares +2%) and the biggest sale Intel (INTC, shares −98%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$212.0M (Q4 2024)
SEC Filing
0001095449-25-000008 ↗ filed Feb 18, 2025

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 Q3 2024 Q4 2024: $212.0M $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 160 stocks · $212.0M
AMZN Amazon.com Inc. 13.10% 126,650 $27.8M Reduce -0.8%
NVDA Nvidia Corp. 12.88% 203,392 $27.3M Reduce -1.5%
AAPL Apple Inc. 11.90% 100,787 $25.2M Reduce -11.0%
BRK.B Berkshire Hathaway Inc. Class B 8.17% 38,209 $17.3M Reduce -0.5%
GOOG Alphabet Inc. Class C 8.00% 89,127 $17.0M Reduce -0.2%
AXP American Express Co. 5.77% 41,215 $12.2M Reduce -5.9%
SCHW Schwab (charles) Corp. 5.56% 159,173 $11.8M Reduce -5.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 4.09% 197,448 $8.7M Reduce -10.4%
MSFT Microsoft Corp. 3.16% 15,903 $6.7M Add +1.5%
JNJ Johnson & Johnson 3.04% 44,623 $6.5M Add +2.6%
PG The Procter & Gamble Co. 3.01% 38,012 $6.4M Add +1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.69% 51,221 $5.7M Add +3.1%
SHOP Shopify Inc. Class A 2.23% 44,545 $4.7M Add +2.3%
F Ford Motor Co. filed as FORD MTR CO 2.14% 458,472 $4.5M Reduce -3.8%
SBUX Starbucks Corp. 1.81% 42,086 $3.8M Add +0.8%
VZ Verizon Communications Inc. 1.51% 80,077 $3.2M Add +15.9%
TSLA Tesla Inc. 1.47% 7,695 $3.1M Reduce -17.1%
ADBE Adobe Inc. 1.28% 6,119 $2.7M Add +7.8%
USIG iShares Broad Usd Investment 0.93% 39,424 $2.0M Add +100.0%
GOOGL Alphabet Inc. Class A 0.73% 8,197 $1.6M Reduce -0.5%
BND Vanguard Total Bond Market 0.69% 20,418 $1.5M Add +49.0%
KVUE Kenvue Inc. 0.67% 66,984 $1.4M Add +44.0%
PFE Pfizer Inc. 0.66% 52,584 $1.4M Add +88.2%
LLY Eli Lilly & Co. 0.53% 1,455 $1.1M Reduce -2.8%
MMM 3M Co. 0.34% 5,541 $715K Add +474.8%
BRK.A 1/100 Berkshire HTWY A Class A 0.32% 1 $681K Reduce -99.0%
AMD Advanced Micro Devices 0.30% 5,208 $629K Reduce -8.1%
META Meta Platforms Inc. Class A 0.26% 937 $549K Reduce -7.9%
COST Costco Wholesale Corp. 0.13% 307 $281K Add +2.0%
ADP Automatic Data Processing 0.12% 859 $251K Reduce -5.9%
V Visa Inc. Class A 0.10% 678 $214K Add +0.1%
JPM JPMorgan Chase & Co. 0.10% 872 $209K Add +0.5%
RYCEY Rolls-Royce Holdings-SP ADR 0.10% 28,500 $203K Add +32.6%
UNH Unitedhealth Group Inc. 0.10% 400 $202K Reduce -5.4%
ACGL Arch Capital Group Ltd. 0.08% 1,780 $164K No change
T AT&T Inc. 0.07% 6,899 $157K Add +1.3%
CSCO Cisco Systems Inc. 0.07% 2,426 $144K Reduce -19.2%
NFLX Netflix Inc. 0.07% 155 $138K No change
GE General Electric filed as GE AEROSPACE 0.06% 809 $135K Add +0.1%
HD Home Depot Inc. 0.06% 343 $134K Add +0.6%
FTNT Fortinet Inc. 0.06% 1,400 $132K Reduce -6.7%
NVEE NV5 Global Inc. 0.06% 6,800 $128K No change
GILD Gilead Sciences Inc. 0.06% 1,330 $123K Add +0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 542 $119K Add +0.7%
AVGO Broadcom Inc. 0.05% 472 $110K No change
TXN Texas Instruments Inc. 0.05% 544 $102K Add +0.4%
DBX Dropbox Inc. Class A 0.05% 3,386 $102K No change
AEP American Electric Power 0.04% 1,019 $94K Add +1.0%
NKE Nike Inc. Class B 0.04% 1,224 $93K Add +0.4%
TAK Takeda Pharmaceutic-SP ADR 0.04% 6,211 $82K No change
ADSK Autodesk Inc. 0.04% 278 $82K Add +39.0%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.04% 5,000 $81K Reduce -28.6%
ABT Abbott Laboratories 0.04% 716 $81K Reduce -13.9%
GEV GE Vernova Inc. 0.04% 243 $80K Add +11.5%
TMO Thermo Fisher Scientific Inc. 0.04% 151 $78K No change
CLX Clorox Company 0.04% 457 $74K Add +32.1%
ISRG Intuitive Surgical Inc. 0.03% 130 $68K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.03% 592 $62K Add +0.5%
GLW Corning Inc. 0.03% 1,282 $61K Add +0.3%
VRTX Vertex Pharmaceuticals Inc. 0.03% 150 $60K No change
KO The Coca-Cola Co. 0.03% 906 $56K Reduce -0.4%
FSLR First Solar Inc. 0.03% 308 $54K No change
WMT Walmart Inc. 0.02% 583 $53K No change
MCHP Microchip Technology Inc. 0.02% 912 $52K Add +0.8%
TMFG Motley Fool Global Opp 0.02% 1,686 $48K Add +13.4%
PEP Pepsico Inc. 0.02% 290 $44K No change
ED Consolidated Edison Inc. 0.02% 476 $42K Add +0.8%
DHR Danaher Corp. 0.02% 184 $42K No change
OKE Oneok Inc. 0.02% 415 $42K No change
INTC Intel Corp. 0.02% 2,042 $41K Reduce -98.2%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 536 $38K Add +0.9%
SSNC Ss&c Technologies Holdings 0.02% 504 $38K Add +0.2%
UL Unilever PLC 0.02% 594 $34K Add +0.5%
MRK Merck & Co. Inc. 0.02% 329 $33K Add +0.9%
TGT Target Corp. 0.02% 239 $32K Add +0.8%
IYG iShares U.S. Financial Servi 0.01% 400 $31K No change
ENB Enbridge Inc. 0.01% 690 $29K No change
XLV SS Health Care Select Sector 0.01% 205 $28K Add +0.5%
JSTC Adasina Social Justice GLB 0.01% 1,534 $28K Add +0.7%
AR Antero Resources Corp. 0.01% 800 $28K No change
EBAY eBay Inc. 0.01% 443 $27K Add +0.5%
HSY The Hershey Co. 0.01% 158 $27K Add +0.6%
AHR American Healthcare REIT Inc. 0.01% 926 $26K No change
WMB Williams Cos Inc. 0.01% 485 $26K No change
AMAT Applied Materials Inc. 0.01% 160 $26K No change
EVRG Evergy Inc. 0.01% 420 $26K Add +1.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 201 $25K No change
UNP Union Pacific Corp. 0.01% 110 $25K Add +0.9%
ASML ASML Holding NV-NY Reg SHS 0.01% 35 $24K Add +40.0%
XLK SS Technology Select Sector 0.01% 101 $24K No change
HON Honeywell International Inc. 0.01% 104 $23K Reduce -32.5%
AEM Agnico Eagle Mines Ltd. 0.01% 300 $23K No change
MDB Mongodb Inc. 0.01% 100 $23K No change
EQT Eqt Corp. 0.01% 500 $23K Reduce -50.2%
USB US Bancorp 0.01% 453 $22K Add +0.9%
KMI Kinder Morgan Inc. 0.01% 773 $21K Add +1.1%
LEVI Levi Strauss & Co. Class A 0.01% 1,223 $21K Add +0.7%
VEEV Veeva Systems Inc. Class A 0.01% 100 $21K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 105 $21K No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.01% 334 $21K No change
PEBO Peoples Bancorp Inc. 0.01% 601 $19K Reduce -13.2%
PLTR Palantir Technologies Inc. Class A 0.01% 250 $19K No change
GEHC GE Healthcare Technology 0.01% 234 $18K No change
SILV Silvercrest Metals Inc. 0.01% 2,000 $18K No change
CAT Caterpillar Inc. 0.01% 50 $18K No change
SU Suncor Energy Inc. 0.01% 470 $17K No change
GM General Motors Co. 0.01% 299 $16K Add +0.3%
GLD SPDR Gold Shares 0.01% 65 $16K No change
OMCL Omnicell Inc. 0.01% 350 $16K No change
DAL Delta Air Lines Inc. 0.01% 254 $15K Add +0.4%
NI Nisource Inc. 0.01% 405 $15K Add +0.5%
MS Morgan Stanley 0.01% 117 $15K No change
UBER Uber Technologies Inc. 0.01% 234 $14K No change
EIX Edison International 0.01% 174 $14K Add +1.2%
YUM Yum! Brands Inc. 0.01% 103 $14K Add +1.0%
CMI Cummins Inc. 0.01% 39 $14K No change
PBE Invesco Biotechnology & Geno 0.01% 200 $13K No change
AM Antero Midstream Corp. 0.01% 850 $13K No change
CSX CSX Corp. 0.01% 341 $11K Add +0.3%
MA Mastercard Inc. Class A 0.01% 20 $11K No change
AMT American Tower Corp. 0.01% 58 $11K No change
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $10K No change
PSA Public Storage 0.00% 34 $10K No change
ABNB Airbnb Inc. Class A 0.00% 75 $10K No change
CVX Chevron Corp. 0.00% 68 $10K Add +1.5%
PYPL PayPal Holdings Inc. 0.00% 115 $10K No change
VGT Vanguard Info Tech ETF 0.00% 14 $9K No change
COTY Coty Inc. Class A 0.00% 1,232 $9K No change
ABBV Abbvie Inc. 0.00% 48 $9K Reduce -72.9%
KD Kyndryl Holdings Inc. 0.00% 229 $8K No change
BMY Bristol-Myers Squibb Co. 0.00% 131 $7K Add +0.8%
STAG Stag Industrial Inc. 0.00% 219 $7K Add +1.4%
APH Amphenol Corp. Class A 0.00% 103 $7K Add +1.0%
CRI Carter's Inc. 0.00% 128 $7K Add +1.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 55 $6K Add +1.9%
WBD Warner Bros Discovery Inc. 0.00% 485 $5K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.00% 50 $5K No change
BOX Box Inc. Class A 0.00% 150 $5K No change
LUV Southwest Airlines Co. 0.00% 139 $5K No change
QRVO Qorvo Inc. 0.00% 65 $5K No change
CSL Carlisle Cos Inc. 0.00% 11 $4K No change
LYFT LYFT Inc. Class A 0.00% 300 $4K No change
LUMN Lumen Technologies Inc. 0.00% 717 $4K No change
AIG American International Group 0.00% 48 $3K No change
WBA Walgreens Boots Alliance Inc. 0.00% 367 $3K Add +2.5%
PBI Pitney Bowes Inc. 0.00% 405 $3K Add +0.8%
RBLX Roblox Corp. Class A 0.00% 50 $3K No change
AMGN Amgen Inc. 0.00% 11 $3K No change
MPT Medical Properties Trust Inc. 0.00% 634 $3K Add +1.6%
GIS General Mills Inc. 0.00% 37 $2K No change
SO The Southern Co. 0.00% 22 $2K Add +4.8%
WAB Wabtec Corp. 0.00% 9 $2K No change
TMUS T-Mobile US Inc. 0.00% 7 $2K No change
PRDSY Prada S.P.A.-Unsp ADR 0.00% 100 $1K No change
LVMUY LVMH Moet Hennessy-Unsp ADR 0.00% 10 $1K No change
HESAY Hermes Intl-Unsponsored ADR 0.00% 5 $1K No change
ZM Zoom Communications Inc. 0.00% 5 $408 No change
VTRS Viatris Inc. 0.00% 19 $234 No change
QUINCE THERAPEUTICS INC 0.00% 100 $187 No change
GSAT Globalstar Inc. 0.00% 54 $112 No change
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: $212.0M.

Portfolio Sells Q3 2024 → Q4 2024
INTC Intel Corp. Reduce -98.2% 0.02% −1.30
AAPL Apple Inc. Reduce -11.0% 11.90% −1.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 8.17% −0.53
F Ford Motor Co. Reduce -3.8% 2.14% −0.34
BAC Bank of America Corp. Reduce -10.4% 4.09% −0.21
AMD Advanced Micro Devices Reduce -8.1% 0.30% −0.16
LLY Eli Lilly & Co. Reduce -2.8% 0.53% −0.12
AXP American Express Co. Reduce -5.9% 5.77% −0.08
META Meta Platforms Inc. Class A Reduce -7.9% 0.26% −0.03
UNH Unitedhealth Group Inc. Reduce -5.4% 0.10% −0.03
XOM Exxon Mobil Corp. Sold out 0.00% −0.02
BRK.A 1/100 Berkshire HTWY A Class A Reduce -99.0% 0.32% −0.02
DVN Devon Energy Corp. Sold out 0.00% −0.02
ABBV Abbvie Inc. Reduce -72.9% 0.00% −0.01
LMT Lockheed Martin Corp. Sold out 0.00% −0.01
NEAR iShares SH Dba ETF Usd Inc. Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Reduce -19.2% 0.07% −0.01
FANG Diamondback Energy Inc. Sold out 0.00% −0.01
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.01
ABT Abbott Laboratories Reduce -13.9% 0.04% −0.01
EQT Eqt Corp. Reduce -50.2% 0.01% −0.01
GNRC Generac Holdings Inc. Sold out 0.00% −0.01
QCOM Qualcomm Inc. Sold out 0.00% −0.01
ADP Automatic Data Processing Reduce -5.9% 0.12% −0.01
KO The Coca-Cola Co. Reduce -0.4% 0.03% −0.01
CNQ Canadian Natural Resources Sold out 0.00% −0.01
HON Honeywell International Inc. Reduce -32.5% 0.01% −0.00
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.00
BKNG Booking Holdings Inc. Sold out 0.00% −0.00
SILA Sila Realty Trust Inc. Sold out 0.00% −0.00
EA Electronic Arts Inc. Sold out 0.00% −0.00
ETN Eaton Corp. PLC Sold out 0.00% −0.00
HASI Ha Sustainable Infrastructur Sold out 0.00% −0.00
PEBO Peoples Bancorp Inc. Reduce -13.2% 0.01% −0.00
HAPN Happen Inc. Reduce -28.6% 0.04% −0.00
LRCX Lam Research Corp. Sold out 0.00% −0.00
FTNT Fortinet Inc. Reduce -6.7% 0.06% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.5% 0.73% +0.06
SCHW Schwab (charles) Corp. Reduce -5.2% 5.56% +0.20
TSLA Tesla Inc. Reduce -17.1% 1.47% +0.27
NVDA Nvidia Corp. Reduce -1.5% 12.88% +0.54
GOOG Alphabet Inc. Class C Reduce -0.2% 8.00% +0.65
AMZN Amazon.com Inc. Reduce -0.8% 13.10% +1.39

Portfolio Buys Q3 2024 → Q4 2024
SHOP Shopify Inc. Class A Add +2.3% 2.23% +0.52
USIG iShares Broad Usd Investment Add +100.0% 0.93% +0.42
DIS The Walt Disney Co. Add +3.1% 2.69% +0.34
MMM 3M Co. Add +474.8% 0.34% +0.27
PFE Pfizer Inc. Add +88.2% 0.66% +0.26
BND Vanguard Total Bond Market Add +49.0% 0.69% +0.19
KVUE Kenvue Inc. Add +44.0% 0.67% +0.14
RYCEY Rolls-Royce Holdings-SP ADR Add +32.6% 0.10% +0.02
ADSK Autodesk Inc. Add +39.0% 0.04% +0.01
GEV GE Vernova Inc. Add +11.5% 0.04% +0.01
V Visa Inc. Class A Add +0.1% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +0.5% 0.10% +0.01
CLX Clorox Company Add +32.1% 0.04% +0.01
GILD Gilead Sciences Inc. Add +0.8% 0.06% +0.00
KMI Kinder Morgan Inc. Add +1.1% 0.01% +0.00
ASML ASML Holding NV-NY Reg SHS Add +40.0% 0.01% +0.00
COST Costco Wholesale Corp. Add +2.0% 0.13% +0.00
DAL Delta Air Lines Inc. Add +0.4% 0.01% +0.00
GM General Motors Co. Add +0.3% 0.01% +0.00
T AT&T Inc. Add +1.3% 0.07% +0.00
GLW Corning Inc. Add +0.3% 0.03% +0.00
BMY Bristol-Myers Squibb Co. Add +0.8% 0.00% +0.00
NI Nisource Inc. Add +0.5% 0.01% +0.00
APH Amphenol Corp. Class A Add +1.0% 0.00% +0.00
USB US Bancorp Add +0.9% 0.01% +0.00
PBI Pitney Bowes Inc. Add +0.8% 0.00% 0.00
WBA Walgreens Boots Alliance Inc. Add +2.5% 0.00% 0.00
SO The Southern Co. Add +4.8% 0.00% −0.00
CVX Chevron Corp. Add +1.5% 0.00% −0.00
SSNC Ss&c Technologies Holdings Add +0.2% 0.02% −0.00
SJM The JM Smucker Co. Add +1.9% 0.00% −0.00
EVRG Evergy Inc. Add +1.0% 0.01% −0.00
YUM Yum! Brands Inc. Add +1.0% 0.01% −0.00
CSX CSX Corp. Add +0.3% 0.01% −0.00
MPT Medical Properties Trust Inc. Add +1.6% 0.00% −0.00
TMFG Motley Fool Global Opp Add +13.4% 0.02% −0.00
STAG Stag Industrial Inc. Add +1.4% 0.00% −0.00
CRI Carter's Inc. Add +1.6% 0.00% −0.00
EIX Edison International Add +1.2% 0.01% −0.00
JSTC Adasina Social Justice GLB Add +0.7% 0.01% −0.00
EBAY eBay Inc. Add +0.5% 0.01% −0.00
VMRK Vivmark Residential Add +0.9% 0.02% −0.00
UNP Union Pacific Corp. Add +0.9% 0.01% −0.00
HSY The Hershey Co. Add +0.6% 0.01% −0.00
XLV SS Health Care Select Sector Add +0.5% 0.01% −0.00
IBM Intl Business Machines Corp. Add +0.7% 0.06% −0.00
MRK Merck & Co. Inc. Add +0.9% 0.02% −0.00
TGT Target Corp. Add +0.8% 0.02% −0.00
LEVI Levi Strauss & Co. Class A Add +0.7% 0.01% −0.00
UL Unilever PLC Add +0.5% 0.02% −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