$122 Million is the total value of Financial Avengers, Inc.'s 189 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVEE | New | NV5 GLOBAL INC | $266,889 | – | 2,017 | +100.0% | 0.22% | – |
| ADSK | New | AUTODESK INC | $29,152 | – | 156 | +100.0% | 0.02% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFuit exchange traded | $19,490 | – | 500 | +100.0% | 0.02% | – |
| IJK | New | ISHARES S&P MID CAP 400 GRWTH ETFuit exchange traded | $18,441 | – | 270 | +100.0% | 0.02% | – |
| SEDG | New | SOLAREDGE TECH | $5,665 | – | 20 | +100.0% | 0.01% | – |
| STEM | New | STEM INC | $3,755 | – | 420 | +100.0% | 0.00% | – |
| VB | New | VANGUARD SMALL CAP ETFuit exchange traded | $3,304 | – | 18 | +100.0% | 0.00% | – |
| NIO | New | NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $3,354 | – | 344 | +100.0% | 0.00% | – |
| XOM | New | EXXON MOBIL CORP | $3,971 | – | 36 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE INC | $1,989 | – | 15 | +100.0% | 0.00% | – |
| GIS | New | GENERAL MILLS INC | $2,935 | – | 35 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AIRWAYS CORP | $2,430 | – | 375 | +100.0% | 0.00% | – |
| ENB | New | ENBRIDGE INC Fforeign canadian | $2,151 | – | 55 | +100.0% | 0.00% | – |
| EDIT | New | EDITAS MEDICINE INCORPOR | $2,821 | – | 318 | +100.0% | 0.00% | – |
| NUSC | New | NUVEEN ESG SMALL CAP ETFuit exchange traded | $1,128 | – | 33 | +100.0% | 0.00% | – |
| ARKG | New | ARK GENOMIC REVOLUTION ETFuit exchange traded | $649 | – | 23 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $1,201 | – | 20 | +100.0% | 0.00% | – |
| NVTA | New | INVITAE CORP | $1,321 | – | 710 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRUST ETFuit exchange traded | $1,431 | – | 65 | +100.0% | 0.00% | – |
| JD | New | JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $617 | – | 11 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORP | $1,003 | – | 21 | +100.0% | 0.00% | – |
| NULG | New | NUVEEN ESG LARGE CAP GROWTH ETFuit exchange traded | $1,027 | – | 21 | +100.0% | 0.00% | – |
| NULV | New | NUVEEN ESG LARGE CAP VALUE ETFuit exchange traded | $1,335 | – | 39 | +100.0% | 0.00% | – |
| NUMG | New | NUVEEN ESG MID CAP GROWTH ETFuit exchange traded | $915 | – | 26 | +100.0% | 0.00% | – |
| NUMV | New | NUVEEN ESG MID CAP VALUEETFuit exchange traded | $1,190 | – | 40 | +100.0% | 0.00% | – |
| SO | New | SOUTHERN CO | $1,428 | – | 20 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INC CLASS A | $63 | – | 1 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY BRANDS INC CLASS 2 | $194 | – | 72 | +100.0% | 0.00% | – |
| New | TOAST INC CLASS A | $54 | – | 3 | +100.0% | 0.00% | – | |
| SE | New | SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $156 | – | 3 | +100.0% | 0.00% | – |
| UBER | New | UBER TECHNOLOGIES INC | $49 | – | 2 | +100.0% | 0.00% | – |
| LI | New | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $122 | – | 6 | +100.0% | 0.00% | – |
| BZ | New | KANZHUN LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $102 | – | 5 | +100.0% | 0.00% | – |
| DASH | New | DOORDASH INC CLASS A | $146 | – | 3 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INC CLASS A | $74 | – | 1 | +100.0% | 0.00% | – |
| New | NU HOLDINGS LTD FCLASS Aforeign ordinaries | $260 | – | 64 | +100.0% | 0.00% | – | |
| SNOW | New | SNOWFLAKE INC CLASS A | $144 | – | 1 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC Fforeign canadian | $150 | – | 59 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP Fforeign canadian | $152 | – | 66 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INC CLASS A | $167 | – | 1 | +100.0% | 0.00% | – |
| ARKW | New | ARK NEXT GENERATION INTERNET ETFuit exchange traded | $386 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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.