Finivi Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed December 19, 2025), Finivi Inc. reported 89 stock positions worth $125.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 6.0% of the portfolio, followed by Amazon.com (AMZN, 4.4%) and Apple (AAPL, 4.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 7, added to 40 and reduced 34. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale an exit from SS Materials Select Sector (XLB).
- Most Recent 13F
- Q2 2026
- Location
- WESTBOROUGH, MA
- CIK
- 0002101641
- Portfolio Value
- $125.1M (Q4 2024)
- SEC Filing
- 0002085853-25-000307 ↗ filed Dec 19, 2025
Holdings Value
Holdings 89 stocks · $125.1M
| QQQ Invesco QQQ Trust Series 1 | 6.00% | 14,698 | $7.5M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 4.39% | 25,056 | $5.5M | Reduce -4.2% |
| AAPL Apple Inc. | 4.34% | 21,687 | $5.4M | Add +2.4% |
| AVGO Broadcom Inc. | 4.32% | 23,336 | $5.4M | Reduce -4.7% |
| MSFT Microsoft Corp. | 4.18% | 12,414 | $5.2M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 3.77% | 24,767 | $4.7M | Reduce -2.6% |
| WMT Walmart Inc. | 3.64% | 50,472 | $4.6M | Reduce -18.6% |
| META Meta Platforms Inc. Class A | 3.22% | 6,885 | $4.0M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.85% | 7,865 | $3.6M | Add +3.0% |
| LLY Eli Lilly & Co. | 2.84% | 4,611 | $3.6M | Reduce -0.8% |
| NVDA Nvidia Corp. | 2.76% | 25,746 | $3.5M | Reduce -17.4% |
| COST Costco Wholesale Corp. | 2.55% | 3,483 | $3.2M | Add +0.3% |
| XLI SS Industrial Select Sector | 2.32% | 21,990 | $2.9M | Add +6.5% |
| XOM Exxon Mobil Corp. | 2.26% | 26,264 | $2.8M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 2.21% | 12,544 | $2.8M | Add +6.0% |
| MCD McDonald's Corp. | 2.21% | 9,534 | $2.8M | Reduce -1.1% |
| ORLY O'reilly Automotive Inc. | 2.14% | 2,255 | $2.7M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 2.14% | 11,147 | $2.7M | Add +4.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.08% | 251,094 | $2.6M | Reduce -3.9% |
| KR Kroger Co. | 1.91% | 39,170 | $2.4M | Add +5.1% |
| T AT&T Inc. | 1.85% | 101,689 | $2.3M | Add +45.8% |
| NEE Nextera Energy Inc. | 1.79% | 31,254 | $2.2M | Reduce -4.5% |
| UNH Unitedhealth Group Inc. | 1.78% | 4,404 | $2.2M | Reduce -2.7% |
| NFLX Netflix Inc. | 1.70% | 2,388 | $2.1M | Reduce -9.7% |
| C Citigroup Inc. | 1.43% | 25,421 | $1.8M | Add +9.1% |
| URI United Rentals Inc. | 1.22% | 2,169 | $1.5M | Add +6.5% |
| PG The Procter & Gamble Co. | 1.19% | 8,861 | $1.5M | Add +7.8% |
| ES Eversource Energy | 1.14% | 24,749 | $1.4M | Add +161.7% |
| VRT Vertiv Holdings Co. Class A | 1.13% | 12,495 | $1.4M | Add +6.2% |
| GS Goldman Sachs Group Inc. | 0.82% | 1,802 | $1.0M | Add +34.2% |
| SPGI S&P Global Inc. | 0.78% | 1,948 | $970K | Add +40.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.77% | 3,335 | $966K | Add +69.7% |
| ORCL Oracle Corp. | 0.69% | 5,204 | $867K | Reduce -3.7% |
| HOOD Robinhood Markets Inc. Class A | 0.69% | 23,004 | $857K | New |
| ABT Abbott Laboratories | 0.68% | 7,560 | $855K | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.68% | 19,326 | $849K | Reduce -5.1% |
| DE Deere & Co. | 0.67% | 1,974 | $837K | Add +1.8% |
| MLI Mueller Industries Inc. | 0.67% | 10,537 | $836K | New |
| CB Chubb Ltd. | 0.66% | 3,000 | $829K | No change |
| XYZ Block Inc. | 0.63% | 9,304 | $791K | New |
| CNQ Canadian Natural Resources | 0.58% | 23,571 | $728K | Add +85.3% |
| KIM Kimco Realty Corp. | 0.56% | 30,036 | $704K | Add +6.7% |
| HD Home Depot Inc. | 0.55% | 1,781 | $693K | Add +4.6% |
| ISRG Intuitive Surgical Inc. | 0.55% | 1,311 | $684K | Add +127.6% |
| GLD SPDR Gold Shares | 0.55% | 2,820 | $683K | Reduce -1.7% |
| PM Philip Morris International | 0.54% | 5,656 | $681K | Reduce -4.2% |
| UBER Uber Technologies Inc. | 0.54% | 11,186 | $675K | Add +6.4% |
| SHEL Shell PLC-ADR | 0.53% | 10,631 | $666K | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.52% | 3,571 | $650K | New |
| ROK Rockwell Automation Inc. | 0.50% | 2,209 | $631K | New |
| PAVE Global X US Infrastructure | 0.50% | 15,489 | $626K | Add +6.4% |
| AMAT Applied Materials Inc. | 0.49% | 3,767 | $613K | Reduce -4.9% |
| PEP Pepsico Inc. | 0.48% | 3,963 | $603K | Add +174.8% |
| DLR Digital Realty Trust Inc. | 0.47% | 3,330 | $590K | Add +4.9% |
| AUR Aurora Innovation Inc. | 0.46% | 92,222 | $581K | Reduce -31.0% |
| DUK Duke Energy Corp. | 0.46% | 5,377 | $579K | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 0.44% | 2,920 | $553K | Add +6.5% |
| EPI Wisdomtree India Earnings | 0.41% | 11,404 | $516K | Reduce -72.3% |
| IHI iShares U.S. Medical Devices | 0.41% | 8,779 | $512K | Reduce -3.4% |
| XLE SS Energy Select Sector | 0.40% | 5,789 | $496K | Reduce -2.8% |
| GIS General Mills Inc. | 0.39% | 7,746 | $494K | New |
| AIG American International Group | 0.35% | 6,027 | $439K | No change |
| CAT Caterpillar Inc. | 0.33% | 1,149 | $417K | Add +3.0% |
| V Visa Inc. Class A | 0.32% | 1,279 | $404K | Reduce -1.2% |
| NOW ServiceNow Inc. | 0.32% | 376 | $399K | Reduce -12.2% |
| HON Honeywell International Inc. | 0.31% | 1,709 | $386K | Reduce -8.2% |
| JNJ Johnson & Johnson | 0.30% | 2,569 | $371K | Reduce -4.3% |
| CMG Chipotle Mexican Grill Inc. | 0.29% | 6,079 | $367K | Add +16.6% |
| VZ Verizon Communications Inc. | 0.28% | 8,679 | $347K | Add +2.2% |
| WDAY Workday Inc. Class A | 0.25% | 1,229 | $317K | Add +9.9% |
| MMM 3M Co. | 0.25% | 2,431 | $314K | No change |
| GLW Corning Inc. | 0.23% | 6,180 | $294K | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.23% | 1,624 | $289K | Add +0.5% |
| MDY State Street SPDR S&P Midcap | 0.23% | 502 | $286K | New |
| RTX RTX Corp. | 0.22% | 2,342 | $271K | Add +0.6% |
| ETN Eaton Corp. PLC | 0.22% | 814 | $270K | No change |
| XLY SS Consumer Disc Select Sect | 0.21% | 1,182 | $265K | Reduce -5.7% |
| PWR Quanta Services Inc. | 0.21% | 838 | $265K | New |
| NUE Nucor Corp. | 0.20% | 2,145 | $250K | Reduce -46.1% |
| UNP Union Pacific Corp. | 0.20% | 1,081 | $246K | Add +0.2% |
| APP AppLovin Corp. Class A | 0.19% | 729 | $236K | New |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,415 | $236K | Add +21.5% |
| AMT American Tower Corp. | 0.19% | 1,267 | $232K | Add +2.8% |
| FISV Fiserv Inc. | 0.18% | 1,077 | $221K | New |
| MA Mastercard Inc. Class A | 0.17% | 411 | $216K | Reduce -6.2% |
| EMR Emerson Electric Co. | 0.17% | 1,726 | $214K | New |
| EIX Edison International | 0.17% | 2,670 | $213K | Add +5.3% |
| DELL Dell Technologies -C | 0.17% | 1,791 | $206K | Reduce -78.1% |
| HBM Hudbay Minerals Inc. | 0.15% | 23,772 | $193K | Add +11.1% |
Portfolio Sells Q3 2024 → Q4 2024
| XLB SS Materials Select Sector | Sold out | 0.00% | −1.51 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −1.40 |
| EPI Wisdomtree India Earnings | Reduce -72.3% | 0.41% | −1.27 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -3.9% | 2.08% | −0.81 |
| DELL Dell Technologies -C | Reduce -78.1% | 0.17% | −0.62 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.59 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 2.84% | −0.49 |
| NEE Nextera Energy Inc. | Reduce -4.5% | 1.79% | −0.45 |
| WMT Walmart Inc. | Reduce -18.6% | 3.64% | −0.42 |
| UNH Unitedhealth Group Inc. | Reduce -2.7% | 1.78% | −0.36 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.33 |
| NVDA Nvidia Corp. | Reduce -17.4% | 2.76% | −0.31 |
| NUE Nucor Corp. | Reduce -46.1% | 0.20% | −0.29 |
| MSFT Microsoft Corp. | Reduce -2.9% | 4.18% | −0.28 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.22 |
| MUR Murphy Oil Corp. | Sold out | 0.00% | −0.22 |
| AUR Aurora Innovation Inc. | Reduce -31.0% | 0.46% | −0.18 |
| MCD McDonald's Corp. | Reduce -1.1% | 2.21% | −0.17 |
| AMAT Applied Materials Inc. | Reduce -4.9% | 0.49% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -3.2% | 3.22% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.2% | 6.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.30% | −0.06 |
| ORCL Oracle Corp. | Reduce -3.7% | 0.69% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -1.4% | 0.53% | −0.04 |
| PM Philip Morris International | Reduce -4.2% | 0.54% | −0.04 |
| XLE SS Energy Select Sector | Reduce -2.8% | 0.40% | −0.03 |
| IHI iShares U.S. Medical Devices | Reduce -3.4% | 0.41% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.68% | −0.02 |
| GLD SPDR Gold Shares | Reduce -1.7% | 0.55% | −0.02 |
| PLX Protalix Biotherapeutics Inc. | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -8.2% | 0.31% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -6.2% | 0.17% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -5.7% | 0.21% | +0.01 |
| NOW ServiceNow Inc. | Reduce -12.2% | 0.32% | +0.01 |
| GLW Corning Inc. | Reduce -0.0% | 0.23% | +0.01 |
| BAC Bank of America Corp. | Reduce -5.1% | 0.68% | +0.02 |
| V Visa Inc. Class A | Reduce -1.2% | 0.32% | +0.03 |
| NFLX Netflix Inc. | Reduce -9.7% | 1.70% | +0.18 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 3.77% | +0.32 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 4.39% | +0.44 |
| AVGO Broadcom Inc. | Reduce -4.7% | 4.32% | +0.90 |
Portfolio Buys Q3 2024 → Q4 2024
| HOOD Robinhood Markets Inc. Class A | New | 0.69% | +0.69 |
| MLI Mueller Industries Inc. | New | 0.67% | +0.67 |
| XYZ Block Inc. | New | 0.63% | +0.63 |
| ES Eversource Energy | Add +161.7% | 1.14% | +0.61 |
| T AT&T Inc. | Add +45.8% | 1.85% | +0.61 |
| PANW Palo Alto Networks Inc. | New | 0.52% | +0.52 |
| ROK Rockwell Automation Inc. | New | 0.50% | +0.50 |
| MSTR Strategy Inc. | Add +69.7% | 0.77% | +0.50 |
| GIS General Mills Inc. | New | 0.39% | +0.39 |
| AAPL Apple Inc. | Add +2.4% | 4.34% | +0.34 |
| ISRG Intuitive Surgical Inc. | Add +127.6% | 0.55% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +4.8% | 2.14% | +0.32 |
| GS Goldman Sachs Group Inc. | Add +34.2% | 0.82% | +0.29 |
| PEP Pepsico Inc. | Add +174.8% | 0.48% | +0.28 |
| C Citigroup Inc. | Add +9.1% | 1.43% | +0.25 |
| CNQ Canadian Natural Resources | Add +85.3% | 0.58% | +0.24 |
| MDY State Street SPDR S&P Midcap | New | 0.23% | +0.23 |
| PWR Quanta Services Inc. | New | 0.21% | +0.21 |
| SPGI S&P Global Inc. | Add +40.8% | 0.78% | +0.20 |
| APP AppLovin Corp. Class A | New | 0.19% | +0.19 |
| VRT Vertiv Holdings Co. Class A | Add +6.2% | 1.13% | +0.19 |
| KR Kroger Co. | Add +5.1% | 1.91% | +0.18 |
| FISV Fiserv Inc. | New | 0.18% | +0.18 |
| EMR Emerson Electric Co. | New | 0.17% | +0.17 |
| IWM iShares Russell 2000 ETF | Add +6.0% | 2.21% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +6.5% | 0.44% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +1.9% | 2.14% | +0.07 |
| DLR Digital Realty Trust Inc. | Add +4.9% | 0.47% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.3% | 2.55% | +0.05 |
| XLI SS Industrial Select Sector | Add +6.5% | 2.32% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +16.6% | 0.29% | +0.05 |
| PG The Procter & Gamble Co. | Add +7.8% | 1.19% | +0.03 |
| KIM Kimco Realty Corp. | Add +6.7% | 0.56% | +0.03 |
| WDAY Workday Inc. Class A | Add +9.9% | 0.25% | +0.03 |
| PAVE Global X US Infrastructure | Add +6.4% | 0.50% | +0.01 |
| DE Deere & Co. | Add +1.8% | 0.67% | +0.01 |
| GE General Electric | Add +21.5% | 0.19% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 2.85% | −0.00 |
| HBM Hudbay Minerals Inc. | Add +11.1% | 0.15% | −0.01 |
| HD Home Depot Inc. | Add +4.6% | 0.55% | −0.01 |
| EIX Edison International | Add +5.3% | 0.17% | −0.01 |
| RTX RTX Corp. | Add +0.6% | 0.22% | −0.01 |
| DUK Duke Energy Corp. | Add +5.1% | 0.46% | −0.02 |
| UNP Union Pacific Corp. | Add +0.2% | 0.20% | −0.02 |
| CAT Caterpillar Inc. | Add +3.0% | 0.33% | −0.02 |
| ABBV Abbvie Inc. | Add +0.5% | 0.23% | −0.03 |
| VZ Verizon Communications Inc. | Add +2.2% | 0.28% | −0.03 |
| AMT American Tower Corp. | Add +2.8% | 0.19% | −0.05 |
| UBER Uber Technologies Inc. | Add +6.4% | 0.54% | −0.10 |
| URI United Rentals Inc. | Add +6.5% | 1.22% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 111 | $194.9M | TOTL, VCIT, QQQ, GOOG, AVGO |
| Q1 2026 | 103 | $183.1M | TOTL, VCIT, QQQ, WMT, AVGO |
| Q4 2025 | 103 | $172.9M | TOTL, QQQ, VCIT, AVGO, GOOG |
| Q3 2025 | 97 | $157.0M | QQQ, AVGO, MSFT, AMZN, AAPL |
| Q2 2025 | 99 | $147.6M | QQQ, AVGO, MSFT, AMZN, META |
| Q1 2025 | 86 | $124.3M | QQQ, AAPL, AMZN, MSFT, WMT |
| Q4 2024 | 89 | $125.1M | QQQ, AMZN, AAPL, AVGO, MSFT |
| Q3 2024 | 85 | $123.4M | QQQ, MSFT, WMT, AAPL, AMZN |
| Q2 2024 | 90 | $120.7M | QQQ, MSFT, AMZN, GOOG, LLY |
| Q1 2024 | 84 | $110.5M | QQQ, MSFT, AMZN, GOOG, LLY |