Financial Avengers, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Financial Avengers, Inc. reported 147 stock positions worth $197.4 million. Its top holding was Amazon.com (AMZN) at 11.7% of the portfolio, followed by Apple (AAPL, 10.9%) and Nvidia (NVDA, 10.7%). Compared with Q4 2024, it opened 2 new positions, sold out of 15, added to 61 and reduced 36. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001844393
- Portfolio Value
- $197.4M (Q1 2025)
- SEC Filing
- 0001095449-25-000042 ↗ filed May 15, 2025
Holdings Value
Holdings 147 stocks · $197.4M
| AMZN Amazon.com Inc. | 11.73% | 121,655 | $23.1M | Reduce -3.9% |
| AAPL Apple Inc. | 10.90% | 96,892 | $21.5M | Reduce -3.9% |
| NVDA Nvidia Corp. | 10.68% | 194,564 | $21.1M | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.39% | 38,505 | $20.5M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 6.94% | 87,724 | $13.7M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 6.19% | 156,047 | $12.2M | Reduce -2.0% |
| AXP American Express Co. | 5.51% | 40,449 | $10.9M | Reduce -1.9% |
| JNJ Johnson & Johnson | 4.07% | 48,471 | $8.0M | Add +8.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.07% | 192,603 | $8.0M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 3.28% | 37,941 | $6.5M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.07% | 16,156 | $6.1M | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.65% | 52,975 | $5.2M | Add +3.4% |
| SHOP Shopify Inc. Class A | 2.20% | 45,570 | $4.4M | Add +2.3% |
| SBUX Starbucks Corp. | 2.09% | 41,982 | $4.1M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 2.06% | 89,830 | $4.1M | Add +12.2% |
| ADBE Adobe Inc. | 1.43% | 7,364 | $2.8M | Add +20.4% |
| USIG iShares Broad Usd Investment | 1.41% | 54,620 | $2.8M | Add +38.5% |
| KVUE Kenvue Inc. | 1.12% | 91,802 | $2.2M | Add +37.0% |
| F Ford Motor Co. filed as FORD MTR CO | 1.10% | 216,097 | $2.2M | Reduce -52.9% |
| BND Vanguard Total Bond Market | 1.04% | 27,864 | $2.0M | Add +36.5% |
| PFE Pfizer Inc. | 0.97% | 75,268 | $1.9M | Add +43.1% |
| TSLA Tesla Inc. | 0.90% | 6,880 | $1.8M | Reduce -10.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.81% | 2 | $1.6M | Add +19900.0% |
| LLY Eli Lilly & Co. | 0.66% | 1,583 | $1.3M | Add +8.8% |
| MMM 3M Co. | 0.63% | 8,475 | $1.2M | Add +53.0% |
| GOOGL Alphabet Inc. Class A | 0.61% | 7,793 | $1.2M | Reduce -4.9% |
| META Meta Platforms Inc. Class A | 0.31% | 1,050 | $605K | Add +12.1% |
| RYCEY Rolls-Royce Holdings-SP ADR | 0.29% | 58,000 | $569K | Add +103.5% |
| AMD Advanced Micro Devices | 0.19% | 3,742 | $384K | Reduce -28.1% |
| COST Costco Wholesale Corp. | 0.15% | 307 | $290K | No change |
| ADP Automatic Data Processing | 0.13% | 863 | $264K | Add +0.5% |
| V Visa Inc. Class A | 0.12% | 679 | $238K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.10% | 814 | $200K | Reduce -6.7% |
| T AT&T Inc. | 0.10% | 6,954 | $197K | Add +0.8% |
| NVEE NV5 Global Inc. | 0.10% | 10,000 | $193K | Add +47.1% |
| UNH Unitedhealth Group Inc. | 0.09% | 326 | $171K | Reduce -18.5% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 810 | $162K | Add +0.1% |
| ACGL Arch Capital Group Ltd. | 0.08% | 1,665 | $160K | Reduce -6.5% |
| CSCO Cisco Systems Inc. | 0.08% | 2,551 | $157K | Add +5.2% |
| GILD Gilead Sciences Inc. | 0.07% | 1,300 | $146K | Reduce -2.3% |
| NFLX Netflix Inc. | 0.07% | 155 | $145K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 546 | $136K | Add +0.7% |
| HD Home Depot Inc. | 0.06% | 317 | $116K | Reduce -7.6% |
| FTNT Fortinet Inc. | 0.06% | 1,200 | $116K | Reduce -14.3% |
| ABT Abbott Laboratories | 0.05% | 719 | $95K | Add +0.4% |
| TXN Texas Instruments Inc. | 0.05% | 522 | $94K | Reduce -4.0% |
| DBX Dropbox Inc. Class A | 0.05% | 3,386 | $90K | No change |
| AVGO Broadcom Inc. | 0.04% | 498 | $83K | Add +5.5% |
| AEP American Electric Power | 0.04% | 701 | $77K | Reduce -31.2% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 151 | $75K | No change |
| GEV GE Vernova Inc. | 0.04% | 243 | $74K | No change |
| ADSK Autodesk Inc. | 0.04% | 278 | $73K | No change |
| NKE Nike Inc. Class B | 0.04% | 1,107 | $70K | Reduce -9.6% |
| CLX Clorox Company | 0.03% | 461 | $68K | Add +0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 140 | $68K | Reduce -6.7% |
| KO The Coca-Cola Co. | 0.03% | 871 | $62K | Reduce -3.9% |
| TAK Takeda Pharmaceutic-SP ADR | 0.03% | 4,000 | $59K | Reduce -35.6% |
| ISRG Intuitive Surgical Inc. | 0.03% | 120 | $59K | Reduce -7.7% |
| GLW Corning Inc. | 0.03% | 1,287 | $59K | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 100 | $56K | New |
| ED Consolidated Edison Inc. | 0.03% | 480 | $53K | Add +0.8% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.03% | 5,000 | $52K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.03% | 596 | $51K | Add +0.7% |
| WMT Walmart Inc. | 0.03% | 563 | $49K | Reduce -3.4% |
| MCHP Microchip Technology Inc. | 0.02% | 919 | $44K | Add +0.8% |
| PEP Pepsico Inc. | 0.02% | 295 | $44K | Add +1.7% |
| TMFG Motley Fool Global Opp | 0.02% | 1,551 | $43K | Reduce -8.0% |
| SSNC Ss&c Technologies Holdings | 0.02% | 506 | $42K | Add +0.4% |
| FSLR First Solar Inc. | 0.02% | 308 | $39K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 541 | $39K | Add +0.9% |
| DHR Danaher Corp. | 0.02% | 184 | $38K | No change |
| UL Unilever PLC | 0.02% | 597 | $36K | Add +0.5% |
| EBAY eBay Inc. | 0.02% | 445 | $30K | Add +0.5% |
| XLV SS Health Care Select Sector | 0.02% | 206 | $30K | Add +0.5% |
| EVRG Evergy Inc. | 0.01% | 425 | $29K | Add +1.2% |
| HSY The Hershey Co. | 0.01% | 168 | $29K | Add +6.3% |
| AHR American Healthcare REIT Inc. | 0.01% | 926 | $28K | No change |
| JSTC Adasina Social Justice GLB | 0.01% | 1,534 | $28K | No change |
| UNP Union Pacific Corp. | 0.01% | 110 | $26K | No change |
| TGT Target Corp. | 0.01% | 241 | $25K | Add +0.8% |
| INTC Intel Corp. | 0.01% | 1,046 | $24K | Reduce -48.8% |
| VEEV Veeva Systems Inc. Class A | 0.01% | 100 | $23K | No change |
| KMI Kinder Morgan Inc. | 0.01% | 781 | $22K | Add +1.0% |
| HON Honeywell International Inc. | 0.01% | 104 | $22K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 250 | $21K | No change |
| XLK SS Technology Select Sector | 0.01% | 101 | $21K | No change |
| USB US Bancorp | 0.01% | 458 | $19K | Add +1.1% |
| LEVI Levi Strauss & Co. Class A | 0.01% | 1,232 | $19K | Add +0.7% |
| MRK Merck & Co. Inc. | 0.01% | 213 | $19K | Reduce -35.3% |
| GEHC GE Healthcare Technology | 0.01% | 234 | $19K | No change |
| GLD SPDR Gold Shares | 0.01% | 65 | $19K | No change |
| PEBO Peoples Bancorp Inc. | 0.01% | 608 | $18K | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 105 | $17K | No change |
| CDE Coeur Mining Inc. | 0.01% | 2,883 | $17K | New |
| UBER Uber Technologies Inc. | 0.01% | 234 | $17K | No change |
| CAT Caterpillar Inc. | 0.01% | 50 | $16K | No change |
| NI Nisource Inc. | 0.01% | 408 | $16K | Add +0.7% |
| YUM Yum! Brands Inc. | 0.01% | 103 | $16K | No change |
| IYG iShares U.S. Financial Servi | 0.01% | 200 | $16K | Reduce -50.0% |
| AMAT Applied Materials Inc. | 0.01% | 104 | $15K | Reduce -35.0% |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BBWI Bath & Body Works Inc. | COM | 0 | $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: $197.4M.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -4.3% | 10.68% | −2.20 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 11.73% | −1.38 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 6.94% | −1.06 |
| F Ford Motor Co. | Reduce -52.9% | 1.10% | −1.04 |
| AAPL Apple Inc. | Reduce -3.9% | 10.90% | −1.00 |
| TSLA Tesla Inc. | Reduce -10.6% | 0.90% | −0.56 |
| AXP American Express Co. | Reduce -1.9% | 5.51% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -4.9% | 0.61% | −0.12 |
| AMD Advanced Micro Devices | Reduce -28.1% | 0.19% | −0.10 |
| BAC Bank of America Corp. | Reduce -2.5% | 4.07% | −0.02 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.02 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.01 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.01 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.01 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.01 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.01 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -18.5% | 0.09% | −0.01 |
| SILV Silvercrest Metals Inc. | Sold out | 0.00% | −0.01 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -35.6% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -9.6% | 0.04% | −0.01 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -48.8% | 0.01% | −0.01 |
| IYG iShares U.S. Financial Servi | Reduce -50.0% | 0.01% | −0.01 |
| AM Antero Midstream Corp. | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -35.3% | 0.01% | −0.01 |
| AEP American Electric Power | Reduce -31.2% | 0.04% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -49.8% | 0.01% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -35.0% | 0.01% | −0.00 |
| HD Home Depot Inc. | Reduce -7.6% | 0.06% | −0.00 |
| FTNT Fortinet Inc. | Reduce -14.3% | 0.06% | −0.00 |
| MDB Mongodb Inc. | Reduce -15.0% | 0.01% | −0.00 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.00 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -7.7% | 0.03% | −0.00 |
| ABNB Airbnb Inc. Class A | Reduce -33.3% | 0.00% | −0.00 |
| TMFG Motley Fool Global Opp | Reduce -8.0% | 0.02% | −0.00 |
| SO The Southern Co. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -4.0% | 0.05% | −0.00 |
| QUINCE THERAPEUTICS INC | Sold out | 0.00% | −0.00 |
| GSAT Globalstar Inc. | Reduce -16.7% | 0.00% | 0.00 |
| WMT Walmart Inc. | Reduce -3.4% | 0.03% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 0.10% | +0.00 |
| ACGL Arch Capital Group Ltd. | Reduce -6.5% | 0.08% | +0.00 |
| KO The Coca-Cola Co. | Reduce -3.9% | 0.03% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.7% | 0.03% | +0.01 |
| GILD Gilead Sciences Inc. | Reduce -2.3% | 0.07% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 3.28% | +0.27 |
| SBUX Starbucks Corp. | Reduce -0.3% | 2.09% | +0.28 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 10.39% | +2.22 |
| JNJ Johnson & Johnson | Add +8.6% | 4.07% | +1.03 |
| VZ Verizon Communications Inc. | Add +12.2% | 2.06% | +0.55 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +19900.0% | 0.81% | +0.49 |
| USIG iShares Broad Usd Investment | Add +38.5% | 1.41% | +0.48 |
| KVUE Kenvue Inc. | Add +37.0% | 1.12% | +0.44 |
| BND Vanguard Total Bond Market | Add +36.5% | 1.04% | +0.34 |
| PFE Pfizer Inc. | Add +43.1% | 0.97% | +0.31 |
| MMM 3M Co. | Add +53.0% | 0.63% | +0.29 |
| RYCEY Rolls-Royce Holdings-SP ADR | Add +103.5% | 0.29% | +0.19 |
| ADBE Adobe Inc. | Add +20.4% | 1.43% | +0.15 |
| LLY Eli Lilly & Co. | Add +8.8% | 0.66% | +0.13 |
| META Meta Platforms Inc. Class A | Add +12.1% | 0.31% | +0.05 |
| NVEE NV5 Global Inc. | Add +47.1% | 0.10% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +0.8% | 0.10% | +0.03 |
| V Visa Inc. Class A | Add +0.1% | 0.12% | +0.02 |
| GE General Electric | Add +0.1% | 0.08% | +0.02 |
| ADP Automatic Data Processing | Add +0.5% | 0.13% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.07% | +0.01 |
| CSCO Cisco Systems Inc. | Add +5.2% | 0.08% | +0.01 |
| ABT Abbott Laboratories | Add +0.4% | 0.05% | +0.01 |
| CDE Coeur Mining Inc. | New | 0.01% | +0.01 |
| ED Consolidated Edison Inc. | Add +0.8% | 0.03% | +0.01 |
| SSNC Ss&c Technologies Holdings | Add +0.4% | 0.02% | +0.00 |
| HESAY Hermes Intl-Unsponsored ADR | Add +400.0% | 0.00% | +0.00 |
| EVRG Evergy Inc. | Add +1.2% | 0.01% | +0.00 |
| EBAY eBay Inc. | Add +0.5% | 0.02% | +0.00 |
| UL Unilever PLC | Add +0.5% | 0.02% | +0.00 |
| AMGN Amgen Inc. | Add +90.9% | 0.00% | +0.00 |
| HSY The Hershey Co. | Add +6.3% | 0.01% | +0.00 |
| XLV SS Health Care Select Sector | Add +0.5% | 0.02% | +0.00 |
| PEP Pepsico Inc. | Add +1.7% | 0.02% | +0.00 |
| VMRK Vivmark Residential | Add +0.9% | 0.02% | +0.00 |
| AMT American Tower Corp. | Add +1.7% | 0.01% | +0.00 |
| KMI Kinder Morgan Inc. | Add +1.0% | 0.01% | +0.00 |
| NI Nisource Inc. | Add +0.7% | 0.01% | +0.00 |
| CVX Chevron Corp. | Add +1.5% | 0.01% | +0.00 |
| GLW Corning Inc. | Add +0.4% | 0.03% | +0.00 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +150.0% | 0.00% | +0.00 |
| MPT Medical Properties Trust Inc. | Add +2.0% | 0.00% | +0.00 |
| PRDSY Prada S.P.A.-Unsp ADR | Add +100.0% | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.00% | +0.00 |
| STAG Stag Industrial Inc. | Add +0.9% | 0.00% | +0.00 |
| PBI Pitney Bowes Inc. | Add +0.5% | 0.00% | +0.00 |
| PSA Public Storage | Add +2.9% | 0.01% | +0.00 |
| PEBO Peoples Bancorp Inc. | Add +1.2% | 0.01% | +0.00 |
| GIS General Mills Inc. | Add +2.7% | 0.00% | 0.00 |
| CSX CSX Corp. | Add +0.6% | 0.01% | −0.00 |
| LEVI Levi Strauss & Co. Class A | Add +0.7% | 0.01% | −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 |