$134 Million is the total value of Financial Avengers, Inc.'s 159 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 16.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON.COM INC | $21,832,000 | -4.5% | 7,056 | +0.6% | 16.35% | -12.7% |
| AAPL | Sell | APPLE INC | $16,173,000 | -8.5% | 132,402 | -0.6% | 12.11% | -16.4% |
| SCHW | Buy | CHARLES SCHWAB CORP | $10,644,000 | +25.1% | 163,305 | +1.8% | 7.97% | +14.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS B | $10,383,000 | +26.3% | 40,644 | +2.2% | 7.78% | +15.4% |
| GOOG | Sell | ALPHABET INC. CLASS C | $9,466,000 | +18.0% | 4,576 | -0.0% | 7.09% | +7.8% |
| BAC | Buy | BANK OF AMERICA CORP | $7,493,000 | +29.1% | 193,668 | +1.2% | 5.61% | +18.0% |
| DIS | Buy | WALT DISNEY CO | $6,618,000 | +10.3% | 35,867 | +8.3% | 4.96% | +0.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,093,000 | +16.4% | 37,075 | +11.5% | 4.56% | +6.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $5,919,000 | +21.7% | 41,848 | +4.1% | 4.43% | +11.2% |
| INTC | Buy | INTEL CORP | $5,745,000 | +30.4% | 89,770 | +1.5% | 4.30% | +19.2% |
| F | Sell | FORD MOTOR CO | $5,562,000 | +38.6% | 454,063 | -0.6% | 4.16% | +26.6% |
| T | Buy | A T & T INC | $5,086,000 | +10.7% | 168,028 | +5.2% | 3.81% | +1.1% |
| PG | Buy | PROCTER & GAMBLE | $4,376,000 | -1.7% | 32,309 | +1.0% | 3.28% | -10.2% |
| TSLA | Sell | TESLA INC | $3,378,000 | -32.3% | 5,057 | -28.4% | 2.53% | -38.1% |
| MSFT | Buy | MICROSOFT CORP | $2,508,000 | +19.3% | 10,639 | +12.6% | 1.88% | +9.0% |
| NVDA | Buy | NVIDIA CORP | $2,227,000 | +48.0% | 4,171 | +44.8% | 1.67% | +35.2% |
| SBUX | Buy | STARBUCKS CORP | $1,322,000 | +39.2% | 12,099 | +36.3% | 0.99% | +27.1% |
| VZ | Buy | VERIZON COMMUNICATN | $941,000 | +77.2% | 16,189 | +79.0% | 0.70% | +62.1% |
| GOOGL | Buy | ALPHABET INC. CLASS A | $665,000 | +20.3% | 322 | +2.2% | 0.50% | +9.9% |
| Sell | 1/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK A | $386,000 | -63.0% | 100 | -66.7% | 0.29% | -66.2% | |
| CRM | SALESFORCE COM | $373,000 | -4.8% | 1,761 | 0.0% | 0.28% | -13.1% | |
| IDV | New | ISHARES INTERNATIONAL SEL DIV ETFuit exchange traded | $346,000 | – | 11,000 | +100.0% | 0.26% | – |
| PFE | Buy | PFIZER INC | $255,000 | 0.0% | 7,038 | +1.6% | 0.19% | -8.6% |
| FB | FACEBOOK INC CLASS A | $208,000 | +7.8% | 705 | 0.0% | 0.16% | -1.3% | |
| ABT | Buy | ABBOTT LABORATORIES | $200,000 | +73.9% | 1,665 | +58.6% | 0.15% | +59.6% |
| ADP | Buy | AUTO DATA PROCESSING | $189,000 | +7.4% | 1,003 | +0.5% | 0.14% | -1.4% |
| UNH | Sell | UNITEDHEALTH GRP INC | $183,000 | +5.2% | 492 | -1.0% | 0.14% | -4.2% |
| LYFT | Buy | LYFT INC CLASS A | $178,000 | +212.3% | 2,816 | +143.4% | 0.13% | +183.0% |
| SIVB | SVB FINL GROUP | $173,000 | +27.2% | 350 | 0.0% | 0.13% | +17.1% | |
| EPD | Buy | ENTERPRISE PRODS PART LPlimited partnershp | $170,000 | +198.2% | 7,700 | +165.5% | 0.13% | +170.2% |
| VRTX | Sell | VERTEX PHARMACEUTICA | $164,000 | -9.4% | 761 | -0.5% | 0.12% | -16.9% |
| NKE | NIKE INC CLASS B | $161,000 | -5.8% | 1,210 | 0.0% | 0.12% | -13.6% | |
| SPY | New | SPDR S&P 500 ETFuit exchange traded | $159,000 | – | 400 | +100.0% | 0.12% | – |
| GILD | Sell | GILEAD SCIENCES INC | $153,000 | +5.5% | 2,363 | -5.2% | 0.12% | -3.4% |
| XLNX | Sell | XILINX INC | $124,000 | -25.3% | 1,001 | -14.4% | 0.09% | -31.6% |
| C | Buy | CITIGROUP INC | $115,000 | +18.6% | 1,586 | +0.8% | 0.09% | +7.5% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $115,000 | +22.3% | 475 | +18.8% | 0.09% | +11.7% |
| FTNT | FORTINET INC | $111,000 | +24.7% | 600 | 0.0% | 0.08% | +13.7% | |
| ACGL | Sell | ARCH CAP GROUP LTD Fforeign ordinaries | $109,000 | +4.8% | 2,830 | -1.7% | 0.08% | -3.5% |
| HD | Sell | HOME DEPOT INC | $104,000 | +3.0% | 342 | -10.2% | 0.08% | -6.0% |
| V | Buy | VISA INC CLASS A | $103,000 | +4.0% | 485 | +7.3% | 0.08% | -4.9% |
| SHOP | Buy | SHOPIFY INC FCLASS Aforeign canadian | $103,000 | +47.1% | 93 | +50.0% | 0.08% | +35.1% |
| NFLX | Sell | NETFLIX INC | $99,000 | -5.7% | 190 | -2.6% | 0.07% | -14.0% |
| BYND | Buy | BEYOND MEAT INC | $97,000 | +11.5% | 745 | +7.2% | 0.07% | +2.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $84,000 | +44.8% | 552 | +21.6% | 0.06% | +31.2% |
| COST | Buy | COSTCO WHOLESALE CO | $79,000 | +12.9% | 223 | +19.9% | 0.06% | +3.5% |
| ABNB | Buy | AIRBNB INC CLASS A | $78,000 | +1200.0% | 415 | +937.5% | 0.06% | +1060.0% |
| GE | Buy | GENERAL ELECTRIC CO | $78,000 | +23.8% | 5,976 | +3.2% | 0.06% | +11.5% |
| OMCL | OMNICELL INC | $78,000 | +8.3% | 600 | 0.0% | 0.06% | -1.7% | |
| TXN | Buy | TEXAS INSTRUMENTS | $73,000 | +15.9% | 384 | +0.5% | 0.06% | +5.8% |
| TOTL | Sell | SPDR DOUBLELINE TTL RTRNTTCL ETFuit exchange traded | $72,000 | -35.1% | 1,500 | -33.3% | 0.05% | -40.7% |
| ATVI | ACTIVISION BLIZZARD | $70,000 | 0.0% | 758 | 0.0% | 0.05% | -8.8% | |
| XLV | New | SELECT SECTOR HEALTH CARE SPDR ETFuit exchange traded | $70,000 | – | 600 | +100.0% | 0.05% | – |
| MCHP | Buy | MICROCHIP TECHNOLOGY | $66,000 | +22.2% | 427 | +8.9% | 0.05% | +11.4% |
| SSNC | Buy | SS&C TECHNOLOGS HLDG | $64,000 | -3.0% | 909 | +0.2% | 0.05% | -11.1% |
| LLY | Buy | LILLY ELI & CO | $62,000 | +10.7% | 333 | +0.6% | 0.05% | 0.0% |
| ZNGA | ZYNGA INC CLASS A | $56,000 | +3.7% | 5,500 | 0.0% | 0.04% | -4.5% | |
| CMCSA | Buy | COMCAST CORP CLASS A | $55,000 | +3.8% | 1,013 | +0.4% | 0.04% | -4.7% |
| SFIX | Sell | STITCH FIX INC CLASS A | $54,000 | -46.0% | 1,100 | -35.3% | 0.04% | -51.2% |
| XLK | Buy | TECHNOLOGY SELECT SECTORSPDR ETFuit exchange traded | $53,000 | +307.7% | 397 | +293.1% | 0.04% | +263.6% |
| USB | Buy | U S BANCORP | $51,000 | +21.4% | 914 | +0.9% | 0.04% | +11.8% |
| KO | THE COCA-COLA CO | $48,000 | -4.0% | 906 | 0.0% | 0.04% | -12.2% | |
| TGT | Buy | TARGET CORP | $43,000 | +13.2% | 217 | +0.5% | 0.03% | +3.2% |
| VYM | New | VANGUARD HIGH DIVIDEND YIELD ETFuit exchange traded | $42,000 | – | 414 | +100.0% | 0.03% | – |
| DHR | Buy | DANAHER CORP | $41,000 | +2.5% | 182 | +0.6% | 0.03% | -6.1% |
| GM | Sell | GENERAL MOTORS CO | $40,000 | +25.0% | 703 | -8.7% | 0.03% | +15.4% |
| SPOT | SPOTIFY TECHNOLOGY Fforeign ordinaries | $40,000 | -14.9% | 150 | 0.0% | 0.03% | -23.1% | |
| AWF | ALLIANCEBERNSTEIN GLBL Hclosed end mutl fund | $40,000 | 0.0% | 3,394 | 0.0% | 0.03% | -9.1% | |
| HAS | Buy | HASBRO INC | $40,000 | +5.3% | 414 | +0.7% | 0.03% | -3.2% |
| PEP | Sell | PEPSICO INC | $39,000 | -30.4% | 275 | -26.7% | 0.03% | -37.0% |
| ISRG | INTUITIVE SURGICAL | $37,000 | -9.8% | 50 | 0.0% | 0.03% | -17.6% | |
| MGV | Sell | VANGUARD MEGA CAP VALUE ETFuit exchange traded | $38,000 | -11.6% | 401 | -20.0% | 0.03% | -20.0% |
| MDB | Sell | MONGODB INC CLASS A | $36,000 | -33.3% | 135 | -10.0% | 0.03% | -38.6% |
| NATI | Sell | NTNL INSTRUMENTS | $35,000 | -22.2% | 807 | -21.3% | 0.03% | -29.7% |
| GLW | Buy | CORNING INC | $35,000 | +20.7% | 815 | +0.6% | 0.03% | +8.3% |
| EQR | Buy | EQUITY RESIDENTIAL REITreal estate investme | $33,000 | +22.2% | 467 | +0.9% | 0.02% | +13.6% |
| GRIFFIN AMERICAN HEALTHCARE REIT III INCreal estate investme | $34,000 | -10.5% | 4,000 | 0.0% | 0.02% | -19.4% | ||
| ED | Buy | CONSOLIDATED EDISON | $31,000 | +3.3% | 417 | +1.2% | 0.02% | -8.0% |
| EVRG | Buy | EVERGY INC | $29,000 | +7.4% | 482 | +0.8% | 0.02% | 0.0% |
| MDT | MEDTRONIC PLC Fforeign ordinaries | $30,000 | +3.4% | 250 | 0.0% | 0.02% | -8.3% | |
| AMAT | APPLIED MATERIALS | $29,000 | +52.6% | 219 | 0.0% | 0.02% | +37.5% | |
| PEBO | Buy | PEOPLES BANCORP INC | $28,000 | +21.7% | 856 | +1.2% | 0.02% | +10.5% |
| LUMN | New | LUMEN TECHNOLOGIES INC | $28,000 | – | 2,132 | +100.0% | 0.02% | – |
| LEVI | Buy | LEVI STRAUSS & CO NEW CLASS A | $27,000 | +22.7% | 1,116 | +0.2% | 0.02% | +11.1% |
| WMT | Buy | WALMART INC | $25,000 | +13.6% | 184 | +21.9% | 0.02% | +5.6% |
| VEEV | VEEVA SYSTEMS INC CLASS A | $26,000 | -3.7% | 100 | 0.0% | 0.02% | -13.6% | |
| MRK | Buy | MERCK & CO. INC. | $26,000 | -7.1% | 343 | +0.9% | 0.02% | -17.4% |
| HSY | Buy | HERSHEY CO | $23,000 | +4.5% | 146 | +0.7% | 0.02% | -5.6% |
| CVX | Buy | CHEVRON CORP | $23,000 | +27.8% | 218 | +1.4% | 0.02% | +13.3% |
| IBM | Buy | IBM CORP | $23,000 | +228.6% | 174 | +234.6% | 0.02% | +183.3% |
| KBS GROWTH & INCOME REIT INC CLASS Areal estate investme | $22,000 | 0.0% | 4,578 | 0.0% | 0.02% | -11.1% | ||
| CDK | CDK GLOBAL INC | $22,000 | +4.8% | 400 | 0.0% | 0.02% | -5.9% | |
| BOND | Sell | PIMCO ACTIVE BOND ETFuit exchange traded | $22,000 | -51.1% | 201 | -49.9% | 0.02% | -56.8% |
| SILA REALTY TRUST INC CLASS Areal estate investme | $20,000 | 0.0% | 2,300 | 0.0% | 0.02% | -6.2% | ||
| FSLR | FIRST SOLAR INC | $20,000 | -9.1% | 225 | 0.0% | 0.02% | -16.7% | |
| EBAY | Buy | EBAY INC | $19,000 | +18.8% | 310 | +0.3% | 0.01% | +7.7% |
| FDX | Buy | FEDEX CORP | $17,000 | +30.8% | 60 | +20.0% | 0.01% | +18.2% |
| IRM | Buy | IRON MTN INC NEW REITreal estate investme | $18,000 | +28.6% | 499 | +2.3% | 0.01% | +18.2% |
| SHW | SHERWIN WILLIAMS CO FORWARD SPLIT WITH STOCK SPLIT SHARES | $17,000 | 0.0% | 23 | 0.0% | 0.01% | -7.1% | |
| WBA | Buy | WALGREENS BOOTS ALLI | $16,000 | +33.3% | 293 | +1.0% | 0.01% | +20.0% |
| CLX | CLOROX CO | $15,000 | 0.0% | 75 | 0.0% | 0.01% | -8.3% | |
| PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFuit exchange traded | $15,000 | +7.1% | 200 | 0.0% | 0.01% | 0.0% | |
| AIG | Buy | AMERICAN INTL GROUP | $15,000 | +25.0% | 317 | +0.6% | 0.01% | +10.0% |
| MMM | Sell | 3M CO | $15,000 | -42.3% | 79 | -45.9% | 0.01% | -47.6% |
| KMB | Buy | KIMBERLY CLARK CORP | $13,000 | 0.0% | 94 | +1.1% | 0.01% | -9.1% |
| BMO | BANK MONTREAL QUE Fforeign canadian | $13,000 | +18.2% | 150 | 0.0% | 0.01% | +11.1% | |
| MPW | Sell | MEDICAL PROPERTIES REITreal estate investme | $13,000 | -7.1% | 601 | -8.4% | 0.01% | -9.1% |
| DAL | Buy | DELTA AIR LINES INC DEL | $14,000 | +40.0% | 300 | +20.0% | 0.01% | +25.0% |
| QCOM | Buy | QUALCOMM INC | $14,000 | -12.5% | 109 | +0.9% | 0.01% | -23.1% |
| QRVO | QORVO INC | $12,000 | +9.1% | 65 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE INC | $12,000 | -7.7% | 25 | 0.0% | 0.01% | -18.2% | |
| VTRS | Sell | VIATRIS INC | $12,000 | -25.0% | 833 | -1.7% | 0.01% | -30.8% |
| COTY | Buy | COTY INC CLASS A | $11,000 | +57.1% | 1,232 | +19.4% | 0.01% | +33.3% |
| GPN | Buy | GLOBAL PAYMENTS INC | $11,000 | 0.0% | 53 | +6.0% | 0.01% | -11.1% |
| ZM | ZOOM VIDEO COMMUNICATION | $11,000 | -8.3% | 35 | 0.0% | 0.01% | -20.0% | |
| SGEN | SEAGEN INC | $11,000 | -21.4% | 80 | 0.0% | 0.01% | -27.3% | |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $11,000 | -8.3% | 200 | 0.0% | 0.01% | -20.0% | |
| AMRN | AMARIN CORP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $11,000 | +22.2% | 1,800 | 0.0% | 0.01% | +14.3% | |
| CRI | CARTERS INC | $10,000 | 0.0% | 111 | 0.0% | 0.01% | -12.5% | |
| PSA | PUBLIC STORAGE REITreal estate investme | $10,000 | +11.1% | 39 | 0.0% | 0.01% | 0.0% | |
| KMI | Buy | KINDER MORGAN INC | $10,000 | +25.0% | 617 | +1.6% | 0.01% | 0.0% |
| BDX | BECTON DICKINSON&CO | $10,000 | 0.0% | 41 | 0.0% | 0.01% | -12.5% | |
| LUV | SOUTHWEST AIRLINES | $8,000 | +33.3% | 132 | 0.0% | 0.01% | +20.0% | |
| JPC | NUVEEN PREFERRED INCOMEclosed end mutl fund | $8,000 | 0.0% | 869 | 0.0% | 0.01% | -14.3% | |
| BOH | Buy | BANK OF HAWAII CORP | $8,000 | +14.3% | 90 | +1.1% | 0.01% | 0.0% |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSamerican depository | $8,000 | +14.3% | 200 | 0.0% | 0.01% | 0.0% | |
| CSCO | Buy | CISCO SYSTEMS INC | $8,000 | +14.3% | 159 | +0.6% | 0.01% | 0.0% |
| FIRST GREENWICH FINL INC | $7,000 | +16.7% | 600 | 0.0% | 0.01% | 0.0% | ||
| MA | MASTERCARD INC CLASS A | $7,000 | 0.0% | 20 | 0.0% | 0.01% | -16.7% | |
| EIX | Buy | EDISON INTERNTNL | $7,000 | 0.0% | 119 | +0.8% | 0.01% | -16.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $7,000 | 0.0% | 114 | +0.9% | 0.01% | -16.7% |
| TWTR | Buy | TWITTER INC | $7,000 | +40.0% | 113 | +13.0% | 0.01% | +25.0% |
| APH | Buy | AMPHENOL CORP CLASS A | $7,000 | 0.0% | 102 | +100.0% | 0.01% | -16.7% |
| XEL | Buy | XCEL ENERGY INC MINN | $7,000 | 0.0% | 109 | +0.9% | 0.01% | -16.7% |
| GLD | SPDR GOLD SHARES ETFuit exchange traded | $6,000 | 0.0% | 35 | 0.0% | 0.00% | -20.0% | |
| SAM | BOSTON BEER CO INC CLASS A | $5,000 | +25.0% | 4 | 0.0% | 0.00% | +33.3% | |
| WPC | Buy | W.P. CAREY INC. REITreal estate investme | $5,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
| NLOK | Buy | NORTONLIFELOCK INC | $5,000 | 0.0% | 235 | +0.9% | 0.00% | 0.0% |
| PTON | PELOTON INTERACTIVE INC | $6,000 | -25.0% | 50 | 0.0% | 0.00% | -42.9% | |
| GSK | GLAXOSMITHKLINE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $6,000 | 0.0% | 175 | 0.0% | 0.00% | -20.0% | |
| ASAN | ASANA INC CLASS A | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CRTX | CORTEXYME I N C | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +50.0% | |
| DBX | DROPBOX INC | $4,000 | +33.3% | 150 | 0.0% | 0.00% | +50.0% | |
| BOX | BOX INC CLASS A | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVIC | $3,000 | +50.0% | 37 | +54.2% | 0.00% | 0.0% |
| AKTS | AKOUSTIS TECHNOLOGIES IN | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| RBLX | New | ROBLOX CORP CLASS A | $3,000 | – | 50 | +100.0% | 0.00% | – |
| PBI | Buy | PITNEY BOWES INC | $3,000 | +50.0% | 344 | +0.6% | 0.00% | 0.0% |
| SJM | J M SMUCKER CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| CSL | CARLISLE CO | $2,000 | 0.0% | 11 | 0.0% | 0.00% | -50.0% | |
| WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| MAXR | MAXAR TECHNOLOGIES INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INC CLASS A | $2,000 | 0.0% | 11 | 0.0% | 0.00% | -50.0% | |
| New | FIRST TRUST PORTFOLIOS UNIT 353 TAX EXEMPT MUN INCOME TR SER 264uit muni | $1,000 | – | 2 | +100.0% | 0.00% | – | |
| TMUS | T-MOBILE US INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| New | LEHMAN BROS HLDG FRN2XXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONreorg bond | $0 | – | 10,000 | +100.0% | 0.00% | – | |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB RTSRIGHTS EXPwarrants | $0 | – | -110 | -100.0% | 0.00% | – |
| SAIC | SCIENCE APPLICATIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
| GSAT | GLOBALSTAR INC | $0 | – | 54 | 0.0% | 0.00% | – | |
| MTLQU | Exit | MOTORS LIQUIDATION CO GU | $0 | – | -36 | -100.0% | 0.00% | – |
| AIGWS | Exit | AMERICAN INTL GRO 21 WTSWARRANTS EXERCISE EXP: 01/19/21warrants | $0 | – | -21 | -100.0% | 0.00% | – |
| PEI | Exit | PENN REAL EST REITreal estate investme | $0 | – | -456 | -100.0% | 0.00% | – |
| New | LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS | $0 | – | 135 | +100.0% | 0.00% | – | |
| FEI | Exit | FIRST TRUST MLP AND ENERclosed end mutl fund | $0 | – | -166 | -100.0% | -0.00% | – |
| FPF | Exit | FIRST TRUST INT DUR PRFclosed end mutl fund | $0 | – | -133 | -100.0% | -0.00% | – |
| MDLZ | Exit | MONDELEZ INTL CLASS A | $0 | – | -101 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GENERAL CORP | $0 | – | -43 | -100.0% | -0.01% | – |
| IJR | Exit | ISHARES CORE S&P SMALL CAP ETFuit exchange traded | $0 | – | -100 | -100.0% | -0.01% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -51 | -100.0% | -0.01% | – |
| UNP | Exit | UNION PACIFIC CORP | $0 | – | -51 | -100.0% | -0.01% | – |
| IJK | Exit | ISHARES S&P MID CAP 400 GRWTH ETFuit exchange traded | $0 | – | -200 | -100.0% | -0.01% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFuit exchange traded | $0 | – | -500 | -100.0% | -0.02% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -700 | -100.0% | -0.02% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -3,402 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 15.1% |
| AMAZON.COM INC | 12 | Q3 2023 | 18.7% |
| BERKSHIRE HATHAWAY CLASS B | 12 | Q3 2023 | 10.1% |
| CHARLES SCHWAB CORP | 12 | Q3 2023 | 11.1% |
| ALPHABET INC. CLASS C | 12 | Q3 2023 | 8.3% |
| BANK OF AMERICA CORP | 12 | Q3 2023 | 5.6% |
| AMERICAN EXPRESS CO | 12 | Q3 2023 | 5.4% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 5.8% |
| FORD MOTOR CO | 12 | Q3 2023 | 5.8% |
| PROCTER & GAMBLE | 12 | Q3 2023 | 4.4% |
View Financial Avengers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-01 |
View Financial Avengers, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.