$163 Million is the total value of Financial Avengers, Inc.'s 164 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $23,021,000 | +24.4% | 129,648 | -0.9% | 14.12% | +14.1% |
| AMZN | Sell | AMAZON.COM INC | $22,784,000 | +0.3% | 6,833 | -1.3% | 13.98% | -8.0% |
| SCHW | Sell | CHARLES SCHWAB CORP | $13,519,000 | +13.8% | 160,748 | -1.4% | 8.29% | +4.4% |
| GOOG | Sell | ALPHABET INC. CLASS C | $13,287,000 | +7.5% | 4,592 | -0.9% | 8.15% | -1.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY CLASS B | $11,970,000 | +8.4% | 40,033 | -1.1% | 7.34% | -0.6% |
| F | Buy | FORD MOTOR CO | $9,509,000 | +47.2% | 457,828 | +0.3% | 5.83% | +35.0% |
| BAC | Sell | BANK OF AMERICA CORP | $8,670,000 | +4.1% | 194,866 | -0.7% | 5.32% | -4.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $6,976,000 | -3.0% | 42,641 | -0.7% | 4.28% | -11.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,698,000 | +6.6% | 39,156 | +0.6% | 4.11% | -2.2% |
| TSLA | Buy | TESLA INC | $6,245,000 | +59.2% | 5,909 | +16.8% | 3.83% | +46.1% |
| NVDA | Buy | NVIDIA CORP | $6,005,000 | +43.4% | 20,418 | +1.0% | 3.68% | +31.6% |
| DIS | Sell | WALT DISNEY CO | $5,779,000 | -8.6% | 37,310 | -0.2% | 3.54% | -16.2% |
| PG | Buy | PROCTER & GAMBLE | $5,615,000 | +18.6% | 34,328 | +1.4% | 3.44% | +8.8% |
| INTC | Buy | INTEL CORP | $4,852,000 | -1.6% | 94,212 | +1.8% | 2.98% | -9.7% |
| MSFT | Buy | MICROSOFT CORP | $4,186,000 | +21.3% | 12,446 | +1.7% | 2.57% | +11.3% |
| SBUX | Buy | STARBUCKS CORP | $2,021,000 | +10.5% | 17,281 | +4.2% | 1.24% | +1.4% |
| VZ | Buy | VERIZON COMMUNICATN | $1,465,000 | +5.7% | 28,198 | +9.9% | 0.90% | -3.0% |
| GOOGL | ALPHABET INC. CLASS A | $934,000 | +8.4% | 322 | 0.0% | 0.57% | -0.5% | |
| SHOP | Buy | SHOPIFY INC FCLASS Aforeign canadian | $840,000 | +21.2% | 610 | +19.4% | 0.52% | +11.2% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $567,000 | -4.9% | 3,007 | +31.3% | 0.35% | -12.8% |
| BRKA | New | BERKSHIRE HATHAWAY CLASS A | $451,000 | – | 1 | +100.0% | 0.28% | – |
| PFE | Buy | PFIZER INC | $432,000 | +40.7% | 7,310 | +2.5% | 0.26% | +29.3% |
| XLNX | Buy | XILINX INC | $325,000 | +47.1% | 1,534 | +4.8% | 0.20% | +34.5% |
| DBX | Buy | DROPBOX INC | $320,000 | +7900.0% | 13,052 | +8601.3% | 0.20% | +6433.3% |
| ABNB | Buy | AIRBNB INC CLASS A | $293,000 | +8.1% | 1,760 | +9.0% | 0.18% | -0.6% |
| ADBE | Buy | ADOBE INC | $265,000 | +1225.0% | 467 | +1234.3% | 0.16% | +1153.8% |
| ADP | Buy | AUTO DATA PROCESSING | $245,000 | +23.7% | 994 | +0.4% | 0.15% | +13.6% |
| SIVB | SVB FINL GROUP | $237,000 | +4.9% | 350 | 0.0% | 0.14% | -4.0% | |
| FB | Sell | META PLATFORMS INC CLASS A | $217,000 | -10.0% | 644 | -9.2% | 0.13% | -17.4% |
| UNH | Buy | UNITEDHEALTH GRP INC | $207,000 | +29.4% | 412 | +0.2% | 0.13% | +18.7% |
| NKE | Sell | NIKE INC CLASS B | $196,000 | +12.6% | 1,179 | -1.4% | 0.12% | +3.4% |
| FTNT | Sell | FORTINET INC | $180,000 | +2.9% | 500 | -16.7% | 0.11% | -6.0% |
| EPD | Buy | ENTERPRISE PRODS PART LPlimited partnershp | $180,000 | +5.3% | 8,200 | +3.8% | 0.11% | -3.5% |
| ABT | Buy | ABBOTT LABORATORIES | $166,000 | +19.4% | 1,180 | +0.3% | 0.10% | +9.7% |
| SPY | SPDR S&P 500 ETFuit exchange traded | $166,000 | +10.7% | 350 | 0.0% | 0.10% | +2.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $155,000 | +2.6% | 2,141 | -0.8% | 0.10% | -5.9% |
| HD | Buy | HOME DEPOT INC | $144,000 | +26.3% | 347 | +0.3% | 0.09% | +15.8% |
| IDV | Sell | ISHARES INTERNATIONAL SEL DIV ETF IVuit exchange traded | $140,000 | -48.9% | 4,500 | -50.0% | 0.09% | -53.0% |
| COST | COSTCO WHOLESALE CO | $127,000 | +25.7% | 224 | 0.0% | 0.08% | +14.7% | |
| ACGL | ARCH CAP GROUP LTD Fforeign ordinaries | $126,000 | +16.7% | 2,830 | 0.0% | 0.08% | +6.9% | |
| LLY | Buy | LILLY ELI & CO | $122,000 | +58.4% | 442 | +31.9% | 0.08% | +47.1% |
| LYFT | LYFT INC CLASS A | $120,000 | -20.5% | 2,816 | 0.0% | 0.07% | -26.7% | |
| NFLX | NETFLIX INC | $114,000 | -1.7% | 190 | 0.0% | 0.07% | -10.3% | |
| JPM | Buy | JPMORGAN CHASE & CO | $112,000 | +23.1% | 710 | +27.5% | 0.07% | +13.1% |
| T | Sell | A T & T INC | $111,000 | -97.6% | 4,528 | -97.3% | 0.07% | -97.8% |
| V | Buy | VISA INC CLASS A | $107,000 | -2.7% | 493 | +0.2% | 0.07% | -10.8% |
| OMCL | OMNICELL INC | $108,000 | +21.3% | 600 | 0.0% | 0.07% | +10.0% | |
| CRM | Sell | SALESFORCE COM | $106,000 | -77.8% | 418 | -76.3% | 0.06% | -79.7% |
| C | Sell | CITIGROUP INC | $85,000 | -24.8% | 1,403 | -12.7% | 0.05% | -31.6% |
| VRTX | Sell | VERTEX PHARMACEUTICA | $77,000 | +5.5% | 350 | -12.5% | 0.05% | -4.1% |
| MCHP | Buy | MICROCHIP TECHNOLOGY FORWARD SPLIT WITH STOCK SPLIT SHARES | $75,000 | +13.6% | 859 | +100.2% | 0.05% | +4.5% |
| TXN | Buy | TEXAS INSTRUMENTS | $74,000 | -1.3% | 390 | +0.5% | 0.04% | -10.0% |
| New | GENERAL ELECTRIC CO | $71,000 | – | 747 | +100.0% | 0.04% | – | |
| MDB | MONGODB INC CLASS A | $71,000 | +10.9% | 135 | 0.0% | 0.04% | +2.3% | |
| XLV | SELECT SECTOR HEALTH CARE SPD ETF IVuit exchange traded | $70,000 | +9.4% | 500 | 0.0% | 0.04% | 0.0% | |
| SSNC | Buy | SS&C TECHNOLOGS HLDG | $66,000 | +17.9% | 804 | +0.2% | 0.04% | +8.1% |
| New | MOTLEY FOOL GLOBAL OPPORTUNITIES ETFuit exchange traded | $60,000 | – | 1,872 | +100.0% | 0.04% | – | |
| DHR | DANAHER CORP | $60,000 | +9.1% | 182 | 0.0% | 0.04% | 0.0% | |
| IBM | Buy | IBM CORP | $53,000 | +51.4% | 394 | +55.7% | 0.03% | +43.5% |
| ISRG | Buy | INTUITIVE SURGICAL | $54,000 | +8.0% | 150 | +200.0% | 0.03% | 0.0% |
| USB | Buy | U S BANCORP | $52,000 | -5.5% | 935 | +0.8% | 0.03% | -13.5% |
| XLK | Sell | TECHNOLOGY SELECT SECTORSPDR ETF IVuit exchange traded | $51,000 | -13.6% | 295 | -25.7% | 0.03% | -20.5% |
| ATVI | ACTIVISION BLIZZARD | $51,000 | -13.6% | 761 | 0.0% | 0.03% | -20.5% | |
| TGT | Buy | TARGET CORP | $51,000 | +2.0% | 219 | +0.5% | 0.03% | -6.1% |
| PEP | Buy | PEPSICO INC | $49,000 | +16.7% | 280 | +0.7% | 0.03% | +7.1% |
| KO | Buy | THE COCA-COLA CO | $47,000 | +14.6% | 798 | +1.5% | 0.03% | +7.4% |
| TOTL | SPDR DOUBLELINE TTL RTRNTTCL ETFuit exchange traded | $47,000 | -2.1% | 1,000 | 0.0% | 0.03% | -9.4% | |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF IVuit exchange traded | $46,000 | +7.0% | 414 | 0.0% | 0.03% | -3.4% | |
| EQR | Buy | EQUITY RESIDENTIAL REITreal estate investme | $43,000 | +13.2% | 478 | +0.8% | 0.03% | +4.0% |
| HAS | Buy | HASBRO INC | $43,000 | +16.2% | 422 | +0.7% | 0.03% | +4.0% |
| CMCSA | Buy | COMCAST CORP CLASS A | $42,000 | -8.7% | 831 | +0.5% | 0.03% | -16.1% |
| MGV | VANGUARD MEGA CAP VALUE ETFuit exchange traded | $43,000 | +10.3% | 401 | 0.0% | 0.03% | 0.0% | |
| ED | Buy | CONSOLIDATED EDISON | $37,000 | +19.4% | 429 | +0.9% | 0.02% | +9.5% |
| VEA | New | VANGUARD FTSE DEVELOPED MKTS ETF IVuit exchange traded | $37,000 | – | 725 | +100.0% | 0.02% | – |
| New | AMERICAN HEALTH CARE REIT INC CLASS Ireal estate investme | $34,000 | – | 3,706 | +100.0% | 0.02% | – | |
| SPOT | SPOTIFY TECHNOLOGY Fforeign ordinaries | $35,000 | +2.9% | 150 | 0.0% | 0.02% | -8.7% | |
| ZNGA | ZYNGA INC CLASS A | $35,000 | -14.6% | 5,500 | 0.0% | 0.02% | -22.2% | |
| GM | Sell | GENERAL MOTORS CO | $35,000 | -67.9% | 602 | -56.5% | 0.02% | -71.2% |
| EVRG | Buy | EVERGY INC | $34,000 | +13.3% | 494 | +0.8% | 0.02% | +5.0% |
| AMAT | APPLIED MATERIALS | $33,000 | +22.2% | 210 | 0.0% | 0.02% | +11.1% | |
| BYND | Sell | BEYOND MEAT INC | $31,000 | -60.3% | 470 | -36.9% | 0.02% | -63.5% |
| HSY | Buy | HERSHEY CO | $29,000 | +16.0% | 148 | +0.7% | 0.02% | +5.9% |
| CLX | Buy | CLOROX CO | $29,000 | +123.1% | 167 | +119.7% | 0.02% | +100.0% |
| LEVI | Buy | LEVI STRAUSS & CO NEW CLASS A | $28,000 | +3.7% | 1,125 | +0.3% | 0.02% | -5.6% |
| PEBO | Buy | PEOPLES BANCORP INC | $28,000 | 0.0% | 884 | +1.0% | 0.02% | -10.5% |
| IRM | Buy | IRON MTN INC NEW REITreal estate investme | $27,000 | +22.7% | 522 | +1.6% | 0.02% | +13.3% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $27,000 | 0.0% | 2,169 | +0.6% | 0.02% | -5.6% |
| WMT | WALMART INC | $27,000 | +3.8% | 186 | 0.0% | 0.02% | 0.0% | |
| VEEV | VEEVA SYSTEMS INC CLASS A | $26,000 | -10.3% | 100 | 0.0% | 0.02% | -15.8% | |
| MRK | Buy | MERCK & CO. INC. | $25,000 | +127.3% | 328 | +115.8% | 0.02% | +114.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $24,000 | +26.3% | 70 | +1.4% | 0.02% | +15.4% |
| BMO | Buy | BANK MONTREAL QUE Fforeign canadian | $23,000 | +130.0% | 213 | +113.0% | 0.01% | +100.0% |
| GLW | Sell | CORNING INC | $22,000 | -26.7% | 581 | -29.6% | 0.01% | -35.0% |
| BOND | PIMCO ACTIVE BOND ETFuit exchange traded | $22,000 | 0.0% | 201 | 0.0% | 0.01% | -13.3% | |
| EBAY | Buy | EBAY INC | $21,000 | -4.5% | 313 | +0.3% | 0.01% | -13.3% |
| ASAN | ASANA INC CLASS A | $22,000 | -29.0% | 300 | 0.0% | 0.01% | -38.1% | |
| SFIX | STITCH FIX INC CLASS A | $19,000 | -52.5% | 1,000 | 0.0% | 0.01% | -55.6% | |
| FSLR | FIRST SOLAR INC | $20,000 | -4.8% | 225 | 0.0% | 0.01% | -14.3% | |
| SILA REALTY TRUST INC CLASS Areal estate investme | $19,000 | 0.0% | 2,300 | 0.0% | 0.01% | -7.7% | ||
| QCOM | QUALCOMM INC | $20,000 | +42.9% | 110 | 0.0% | 0.01% | +33.3% | |
| AWF | Sell | ALLIANCEBERNSTEIN GLBL Hclosed end mutl fund | $19,000 | -24.0% | 1,576 | -23.1% | 0.01% | -29.4% |
| AIG | Buy | AMERICAN INTL GROUP | $18,000 | 0.0% | 323 | +1.3% | 0.01% | -8.3% |
| WBA | Buy | WALGREENS BOOTS ALLI | $16,000 | +14.3% | 301 | +1.0% | 0.01% | +11.1% |
| FDX | FEDEX CORP | $16,000 | +23.1% | 61 | 0.0% | 0.01% | +11.1% | |
| PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFuit exchange traded | $14,000 | -6.7% | 200 | 0.0% | 0.01% | -10.0% | |
| KBS GROWTH & INCOME REIT INC CLASS Areal estate investme | $15,000 | -31.8% | 4,578 | 0.0% | 0.01% | -40.0% | ||
| KMB | Buy | KIMBERLY CLARK CORP | $14,000 | +7.7% | 96 | +1.1% | 0.01% | 0.0% |
| PLD | New | PROLOGIS INC. REITreal estate investme | $14,000 | – | 85 | +100.0% | 0.01% | – |
| DAL | DELTA AIR LINES INC DEL | $14,000 | -6.7% | 350 | 0.0% | 0.01% | -10.0% | |
| PSA | Buy | PUBLIC STORAGE REITreal estate investme | $15,000 | +25.0% | 40 | +2.6% | 0.01% | +12.5% |
| MPW | Buy | MEDICAL PROPERTIES REITreal estate investme | $15,000 | +25.0% | 626 | +1.3% | 0.01% | +12.5% |
| MMM | 3M CO | $14,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% | |
| AVGO | New | BROADCOM INC | $13,000 | – | 19 | +100.0% | 0.01% | – |
| CDK | CDK GLOBAL INC | $13,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% | |
| BIP | New | BROOKFIELD INFRASTRUC LPlimited partnershp | $13,000 | – | 206 | +100.0% | 0.01% | – |
| COTY | COTY INC CLASS A | $13,000 | +30.0% | 1,232 | 0.0% | 0.01% | +14.3% | |
| CRI | CARTERS INC | $11,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% | |
| SGEN | SEAGEN INC | $12,000 | -14.3% | 80 | 0.0% | 0.01% | -22.2% | |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $11,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| CVX | Buy | CHEVRON CORP | $12,000 | +20.0% | 103 | +1.0% | 0.01% | 0.0% |
| JPC | Buy | NUVEEN PREFERRED INCOMEclosed end mutl fund | $9,000 | 0.0% | 897 | +1.6% | 0.01% | 0.0% |
| EIX | Buy | EDISON INTERNTNL | $10,000 | +25.0% | 153 | +0.7% | 0.01% | +20.0% |
| QRVO | QORVO INC | $10,000 | -9.1% | 65 | 0.0% | 0.01% | -14.3% | |
| APH | Buy | AMPHENOL CORP CLASS A | $9,000 | +12.5% | 103 | +1.0% | 0.01% | +20.0% |
| KMI | Buy | KINDER MORGAN INC | $10,000 | -9.1% | 646 | +1.6% | 0.01% | -14.3% |
| VTRS | Sell | VIATRIS INC | $8,000 | -20.0% | 598 | -16.7% | 0.01% | -28.6% |
| BOH | Buy | BANK OF HAWAII CORP | $8,000 | 0.0% | 92 | +1.1% | 0.01% | 0.0% |
| FIRST GREENWICH FINL INC | $8,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | ||
| XEL | Buy | XCEL ENERGY INC | $8,000 | +14.3% | 111 | +0.9% | 0.01% | 0.0% |
| LUV | SOUTHWEST AIRLINES | $6,000 | -14.3% | 132 | 0.0% | 0.00% | -20.0% | |
| ZM | ZOOM VIDEO COMMUNICATION | $6,000 | -33.3% | 35 | 0.0% | 0.00% | -33.3% | |
| GLD | SPDR GOLD SHARES ETFuit exchange traded | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| WPC | Buy | W.P. CAREY INC. REITreal estate investme | $6,000 | +20.0% | 71 | +1.4% | 0.00% | +33.3% |
| GPN | GLOBAL PAYMENTS INC | $7,000 | -12.5% | 53 | 0.0% | 0.00% | -20.0% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $7,000 | 0.0% | 117 | +0.9% | 0.00% | -20.0% |
| MA | MASTERCARD INC CLASS A | $7,000 | 0.0% | 20 | 0.0% | 0.00% | -20.0% | |
| BDX | BECTON DICKINSON&CO | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP CLASS A | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSamerican depository | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -25.0% | |
| TWTR | TWITTER INC | $5,000 | -28.6% | 113 | 0.0% | 0.00% | -40.0% | |
| BOX | BOX INC CLASS A | $4,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% | |
| CSL | CARLISLE CO | $3,000 | +50.0% | 11 | 0.0% | 0.00% | +100.0% | |
| BIPC | New | BROOKFIELD INFRASTRUCT FCLASS Aforeign canadian | $2,000 | – | 23 | +100.0% | 0.00% | – |
| SJM | J M SMUCKER CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| New | RIVIAN AUTOMOTIVE INC CLASS A | $2,000 | – | 20 | +100.0% | 0.00% | – | |
| TMUS | T-MOBILE US INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| PBI | Buy | PITNEY BOWES INC | $2,000 | -33.3% | 351 | +0.6% | 0.00% | -50.0% |
| PTON | PELOTON INTERACTIVE INC | $2,000 | -50.0% | 50 | 0.0% | 0.00% | -66.7% | |
| OGN | Buy | ORGANON & CO | $1,000 | – | 17 | +100.0% | 0.00% | – |
| MAXR | MAXAR TECHNOLOGIES INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| New | KYNDRYL HLDGS INC | $1,000 | – | 76 | +100.0% | 0.00% | – | |
| New | ESS TECH INC | $1,000 | – | 80 | +100.0% | 0.00% | – | |
| CRTX | CORTEXYME I N C | $1,000 | -88.9% | 100 | 0.0% | 0.00% | -83.3% | |
| AMC | AMC ENTERTAINMENT CLASS A | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| AMRN | AMARIN CORP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $2,000 | -33.3% | 500 | 0.0% | 0.00% | -50.0% | |
| AKTS | AKOUSTIS TECHNOLOGIES IN | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| GSAT | GLOBALSTAR INC | $0 | – | 54 | 0.0% | 0.00% | – | |
| PGX | New | INVESCO PREFERRED ETFuit exchange traded | $0 | – | 7 | +100.0% | 0.00% | – |
| LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS | $0 | – | 135 | 0.0% | 0.00% | – | ||
| LEHMAN BROS HLDG FRN2XXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONreorg bond | $0 | – | 10,000 | 0.0% | 0.00% | – | ||
| SAVA | CASSAVA SCIENCES INC | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| SAIC | SCIENCE APPLICATIONS | $0 | – | 3 | 0.0% | 0.00% | – | |
| Exit | FIRST TRUST PORTFOLIOS UNIT 353 TAX EXEMPT MUN INCOME TR SER 264uit muni | $0 | – | -2 | -100.0% | 0.00% | – | |
| STWO | Exit | ACON S2 ACQUISITION CO FCORP ACT EXP: 10/01/21foreign ordinaries | $0 | – | -80 | -100.0% | -0.00% | – |
| SAM | Exit | BOSTON BEER CO INC CLASS A | $0 | – | -4 | -100.0% | -0.00% | – |
| Exit | GENERAL ELECTRIC 4.35Perc.22 DUE 06/15/22corporate bonds | $0 | – | -4,000 | -100.0% | -0.00% | – | |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -237 | -100.0% | -0.00% | – |
| NATI | Exit | NTNL INSTRUMENTS | $0 | – | -605 | -100.0% | -0.02% | – |
| Exit | GRIFFIN AMERICAN HEALTHCARE REIT III INCreal estate investme | $0 | – | -4,000 | -100.0% | -0.02% | – | |
| Exit | GENERAL ELECTRIC 6.75Perc.32 DUE 03/15/32corporate bonds | $0 | – | -40,000 | -100.0% | -0.04% | – | |
| Exit | 1/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK A | $0 | – | -100 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
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.