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

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 Q4 2024 Q1 2025: $197.4M $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 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%
MDB Mongodb Inc. 0.01% 85 $15K Reduce -15.0%
GM General Motors Co. 0.01% 300 $14K Add +0.3%
MS Morgan Stanley 0.01% 117 $14K No change
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 101 $13K Reduce -49.8%
AMT American Tower Corp. 0.01% 59 $13K Add +1.7%
PBE Invesco Biotechnology & Geno 0.01% 200 $13K No change
CMI Cummins Inc. 0.01% 39 $12K No change
OMCL Omnicell Inc. 0.01% 350 $12K No change
CVX Chevron Corp. 0.01% 69 $11K Add +1.5%
MA Mastercard Inc. Class A 0.01% 20 $11K No change
DAL Delta Air Lines Inc. 0.01% 255 $11K Add +0.4%
EIX Edison International 0.01% 177 $10K Add +1.7%
PSA Public Storage 0.01% 35 $10K Add +2.9%
ABBV Abbvie Inc. 0.01% 48 $10K No change
CSX CSX Corp. 0.01% 343 $10K Add +0.6%
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $10K No change
BMY Bristol-Myers Squibb Co. 0.00% 132 $8K Add +0.8%
STAG Stag Industrial Inc. 0.00% 221 $8K Add +0.9%
VGT Vanguard Info Tech ETF 0.00% 14 $8K No change
PYPL PayPal Holdings Inc. 0.00% 115 $8K No change
KD Kyndryl Holdings Inc. 0.00% 229 $7K No change
APH Amphenol Corp. Class A 0.00% 103 $7K No change
COTY Coty Inc. Class A 0.00% 1,232 $7K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 55 $7K No change
HESAY Hermes Intl-Unsponsored ADR 0.00% 25 $7K Add +400.0%
AMGN Amgen Inc. 0.00% 21 $7K Add +90.9%
ABNB Airbnb Inc. Class A 0.00% 50 $6K Reduce -33.3%
CRI Carter's Inc. 0.00% 130 $5K Add +1.6%
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
AIG American International Group 0.00% 48 $4K No change
WBA Walgreens Boots Alliance Inc. 0.00% 367 $4K No change
MPT Medical Properties Trust Inc. 0.00% 647 $4K Add +2.0%
CSL Carlisle Cos Inc. 0.00% 11 $4K No change
PBI Pitney Bowes Inc. 0.00% 407 $4K Add +0.5%
LYFT LYFT Inc. Class A 0.00% 300 $4K No change
LVMUY LVMH Moet Hennessy-Unsp ADR 0.00% 25 $3K Add +150.0%
RBLX Roblox Corp. Class A 0.00% 50 $3K No change
LUMN Lumen Technologies Inc. 0.00% 717 $3K No change
PRDSY Prada S.P.A.-Unsp ADR 0.00% 200 $3K Add +100.0%
GIS General Mills Inc. 0.00% 38 $2K Add +2.7%
TMUS T-Mobile US Inc. 0.00% 7 $2K No change
WAB Wabtec Corp. 0.00% 9 $2K No change
ZM Zoom Communications Inc. 0.00% 5 $369 No change
VTRS Viatris Inc. 0.00% 19 $166 No change
GSAT Globalstar Inc. 0.00% 3 $63 Reduce -16.7%
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: $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

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