$131 Million is the total value of Financial Avengers, Inc.'s 184 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 6.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $19,483,894 | +26.7% | 118,156 | -0.2% | 14.92% | +18.5% |
| AMZN | Buy | AMAZON.COM INC | $13,458,377 | +23.2% | 130,297 | +0.2% | 10.30% | +15.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS B | $12,293,369 | -0.0% | 39,814 | +0.0% | 9.41% | -6.5% |
| GOOG | Buy | ALPHABET INC. CLASS C | $9,701,320 | +19.1% | 93,282 | +1.6% | 7.43% | +11.5% |
| SCHW | Buy | CHARLES SCHWAB CORP | $8,478,508 | -37.7% | 161,865 | +6.9% | 6.49% | -41.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $7,079,261 | +12.2% | 42,918 | +0.5% | 5.42% | +5.0% |
| NVDA | Buy | NVIDIA CORP | $6,685,765 | +90.5% | 24,069 | +0.2% | 5.12% | +78.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,236,914 | -11.5% | 40,238 | +0.9% | 4.78% | -17.2% |
| F | Buy | FORD MOTOR CO | $5,988,827 | +9.9% | 475,304 | +1.4% | 4.58% | +2.8% |
| BAC | Buy | BANK OF AMERICA CORP | $5,745,606 | -12.5% | 201,210 | +1.5% | 4.40% | -18.1% |
| PG | Buy | PROCTER & GAMBLE | $5,294,799 | -1.0% | 35,610 | +0.9% | 4.05% | -7.4% |
| MSFT | Buy | MICROSOFT CORP | $4,103,582 | +21.2% | 14,234 | +0.8% | 3.14% | +13.4% |
| DIS | Buy | WALT DISNEY CO | $3,725,851 | +18.0% | 37,210 | +2.4% | 2.85% | +10.4% |
| INTC | Buy | INTEL CORP | $3,574,074 | +27.1% | 109,399 | +2.8% | 2.74% | +18.9% |
| SBUX | Buy | STARBUCKS CORP | $3,174,903 | +6.0% | 30,490 | +1.0% | 2.43% | -0.8% |
| TSLA | Sell | TESLA INC | $2,874,358 | +24.5% | 13,855 | -26.1% | 2.20% | +16.4% |
| VZ | Sell | VERIZON COMMUNICATN | $1,664,984 | -48.9% | 42,813 | -48.2% | 1.28% | -52.2% |
| SHOP | Buy | SHOPIFY INC FCLASS Aforeign canadian | $1,655,129 | +41.0% | 34,525 | +2.1% | 1.27% | +32.0% |
| ADBE | Buy | ADOBE INC | $1,538,397 | +18.1% | 3,992 | +3.1% | 1.18% | +10.5% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $1,195,675 | +11.7% | 15,745 | +4.7% | 0.92% | +4.5% |
| GOOGL | ALPHABET INC. CLASS A | $615,990 | +17.6% | 5,938 | 0.0% | 0.47% | +10.0% | |
| BERKSHIRE HATHAWAY CLASS A | $465,600 | -0.7% | 1 | 0.0% | 0.36% | -7.3% | ||
| AMD | Buy | ADVANCED MICRO DEVICES I | $449,670 | +87.6% | 4,588 | +24.0% | 0.34% | +75.5% |
| ABNB | Buy | AIRBNB INC CLASS A | $364,492 | +46.7% | 2,930 | +0.9% | 0.28% | +37.4% |
| PFE | Buy | PFIZER INC | $265,808 | -19.6% | 6,515 | +0.9% | 0.20% | -25.1% |
| UNH | Buy | UNITEDHEALTH GRP INC | $233,451 | -10.6% | 494 | +0.4% | 0.18% | -16.4% |
| NVEE | NV5 GLOBAL INC | $209,707 | -21.4% | 2,017 | 0.0% | 0.16% | -26.1% | |
| ADP | Buy | AUTO DATA PROCESSING | $204,007 | -6.3% | 916 | +0.4% | 0.16% | -12.4% |
| DBX | DROPBOX INC CLASS A | $157,242 | -3.4% | 7,273 | 0.0% | 0.12% | -9.8% | |
| NKE | NIKE INC CLASS B | $146,273 | +4.8% | 1,193 | 0.0% | 0.11% | -1.8% | |
| AEP | New | AMER ELECTRIC PWR CO | $138,004 | – | 1,517 | +100.0% | 0.11% | – |
| ACGL | Sell | ARCH CAP GROUP LTD Fforeign ordinaries | $137,776 | -3.7% | 2,030 | -11.0% | 0.10% | -10.3% |
| FTNT | FORTINET INC | $126,274 | +35.9% | 1,900 | 0.0% | 0.10% | +27.6% | |
| LLY | Buy | LILLY ELI & CO | $116,814 | -5.8% | 340 | +0.3% | 0.09% | -11.9% |
| V | Buy | VISA INC CLASS A | $107,088 | +8.7% | 475 | +0.2% | 0.08% | +1.2% |
| GILD | Buy | GILEAD SCIENCES INC | $103,160 | -2.5% | 1,243 | +0.9% | 0.08% | -9.2% |
| COST | COSTCO WHOLESALE CO | $101,805 | +9.0% | 205 | 0.0% | 0.08% | +2.6% | |
| HD | Buy | HOME DEPOT INC | $99,927 | -5.9% | 339 | +0.9% | 0.08% | -11.5% |
| FB | Buy | META PLATFORMS INC CLASS A | $96,857 | +94.4% | 457 | +10.4% | 0.07% | +80.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $93,210 | -2.3% | 715 | +0.6% | 0.07% | -9.0% |
| ABT | Buy | ABBOTT LABORATORIES | $93,259 | -7.3% | 921 | +0.4% | 0.07% | -13.4% |
| MCHP | Buy | MICROCHIP TECHNOLOGY | $73,511 | +19.8% | 877 | +0.3% | 0.06% | +12.0% |
| T | Buy | A T & T INC | $70,992 | +12.1% | 3,688 | +7.2% | 0.05% | +3.8% |
| LC | Buy | LENDINGCLUB CORP | $70,384 | +33.3% | 9,762 | +62.7% | 0.05% | +25.6% |
| TXN | Buy | TEXAS INSTRUMENTS | $69,192 | +13.4% | 372 | +0.8% | 0.05% | +6.0% |
| Buy | GENERAL ELECTRIC CO | $67,088 | +14.2% | 702 | +0.1% | 0.05% | +6.2% | |
| ATVI | ACTIVISION BLIZZARD | $65,558 | +11.8% | 766 | 0.0% | 0.05% | +4.2% | |
| FSLR | FIRST SOLAR INC | $62,205 | +45.2% | 286 | 0.0% | 0.05% | +37.1% | |
| VRTX | VERTEX PHARMACEUTICA | $63,014 | +9.1% | 200 | 0.0% | 0.05% | +2.1% | |
| BND | New | VANGUARD TOTAL BOND MARKET ETFuit exchange traded | $56,111 | – | 760 | +100.0% | 0.04% | – |
| IBM | Buy | IBM CORP | $54,883 | -5.7% | 419 | +1.5% | 0.04% | -12.5% |
| XLV | SELECT SECTOR HEALTH CARE SPDR ETFuit exchange traded | $51,784 | -4.7% | 400 | 0.0% | 0.04% | -9.1% | |
| PEP | Buy | PEPSICO INC | $52,451 | +1.4% | 288 | +0.7% | 0.04% | -4.8% |
| KO | THE COCA-COLA CO | $50,923 | -2.5% | 821 | 0.0% | 0.04% | -9.3% | |
| DHR | DANAHER CORP | $46,073 | -5.0% | 183 | 0.0% | 0.04% | -12.5% | |
| XLK | TECHNOLOGY SELECT SECTORSPDR ETFuit exchange traded | $44,548 | +21.4% | 295 | 0.0% | 0.03% | +13.3% | |
| NFLX | NETFLIX INC | $44,912 | +17.2% | 130 | 0.0% | 0.03% | +9.7% | |
| ED | Buy | CONSOLIDATED EDISON | $42,830 | +1.2% | 448 | +0.9% | 0.03% | -5.7% |
| USIG | New | ISHARES BRD USD INV GRD CORP BD ETFuit exchange traded | $41,288 | – | 815 | +100.0% | 0.03% | – |
| SPY | Sell | SPDR S&P 500 ETFuit exchange traded | $40,939 | -28.6% | 100 | -33.3% | 0.03% | -34.0% |
| TGT | Buy | TARGET CORP | $37,400 | +11.9% | 226 | +0.9% | 0.03% | +7.4% |
| HSY | HERSHEY CO | $38,509 | +10.3% | 151 | 0.0% | 0.03% | 0.0% | |
| MOTLEY FOOL GLOBAL OPPORTUNITIES ETFuit exchange traded | $36,144 | +12.0% | 1,410 | 0.0% | 0.03% | +7.7% | ||
| SSNC | Buy | SS&C TECHNOLOGS HLDG | $37,171 | +8.9% | 658 | +0.3% | 0.03% | 0.0% |
| CLX | Buy | CLOROX CO | $35,934 | +13.6% | 227 | +0.9% | 0.03% | +7.7% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETFuit exchange traded | $36,820 | -2.5% | 349 | 0.0% | 0.03% | -9.7% | |
| AMERICAN HEALTH CARE REIT INC CLASS Ireal estate investme | $34,432 | 0.0% | 927 | 0.0% | 0.03% | -7.1% | ||
| MRK | Buy | MERCK & CO. INC. | $33,414 | -3.5% | 314 | +0.6% | 0.03% | -7.1% |
| ADSK | AUTODESK INC | $32,473 | +11.4% | 156 | 0.0% | 0.02% | +4.2% | |
| ISRG | INTUITIVE SURGICAL | $33,211 | -3.7% | 130 | 0.0% | 0.02% | -10.7% | |
| EVRG | Buy | EVERGY INC | $31,666 | -1.8% | 518 | +1.0% | 0.02% | -7.7% |
| MGV | VANGUARD MEGA CAP VALUE ETFuit exchange traded | $30,392 | -1.8% | 301 | 0.0% | 0.02% | -8.0% | |
| EQR | Buy | EQUITY RESIDENTIAL REITreal estate investme | $29,915 | +2.7% | 499 | +1.0% | 0.02% | -4.2% |
| IRM | Buy | IRON MTN INC NEW REITreal estate investme | $29,366 | +7.4% | 555 | +1.3% | 0.02% | 0.0% |
| TOTL | SPDR DOUBLELINE TTL RTRNTTCL ETFuit exchange traded | $28,721 | +2.5% | 700 | 0.0% | 0.02% | -4.3% | |
| C | Buy | CITIGROUP INC | $27,267 | +4.7% | 582 | +1.0% | 0.02% | 0.0% |
| WMT | Buy | WALMART INC | $27,986 | +4.4% | 190 | +0.5% | 0.02% | -4.5% |
| MDB | MONGODB INC CLASS A | $27,974 | +18.4% | 120 | 0.0% | 0.02% | +10.5% | |
| USB | Buy | U S BANCORP | $26,253 | -16.5% | 728 | +1.0% | 0.02% | -23.1% |
| TTWO | TAKE TWO INTERACTV | $26,604 | +14.6% | 223 | 0.0% | 0.02% | +5.3% | |
| HAS | Buy | HASBRO INC | $23,767 | -11.0% | 443 | +1.1% | 0.02% | -18.2% |
| LEVI | Buy | LEVI STRAUSS & CO NEW CLASS A | $21,158 | +18.3% | 1,161 | +0.7% | 0.02% | +6.7% |
| OMCL | OMNICELL INC | $20,535 | +16.4% | 350 | 0.0% | 0.02% | +14.3% | |
| BMO | BANK MONTREAL QUE Fforeign canadian | $18,980 | -1.6% | 213 | 0.0% | 0.02% | -6.2% | |
| AMAT | APPLIED MATERIALS | $19,406 | +26.4% | 158 | 0.0% | 0.02% | +15.4% | |
| New | GE HEALTHCARE TECHNOLOGI | $19,113 | – | 233 | +100.0% | 0.02% | – | |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETFuit exchange traded | $19,308 | +4.7% | 270 | 0.0% | 0.02% | 0.0% | |
| JSTC | ADASINA SOCIAL JUSTC ALLCP GLB ETFuit exchange traded | $19,787 | +5.4% | 1,260 | 0.0% | 0.02% | 0.0% | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFuit exchange traded | $20,200 | +3.6% | 500 | 0.0% | 0.02% | -6.2% | |
| GLD | SPDR GOLD SHARES ETFuit exchange traded | $17,772 | +8.0% | 97 | 0.0% | 0.01% | +7.7% | |
| VEEV | VEEVA SYSTEMS INC CLASS A | $18,379 | +13.9% | 100 | 0.0% | 0.01% | +7.7% | |
| SILA REALTY TRUST INC CLASS Areal estate investme | $18,906 | 0.0% | 2,300 | 0.0% | 0.01% | -6.7% | ||
| PEBO | Buy | PEOPLES BANCORP INC | $16,418 | -7.7% | 638 | +1.3% | 0.01% | -13.3% |
| SGEN | SEAGEN INC | $16,198 | +57.6% | 80 | 0.0% | 0.01% | +50.0% | |
| QCOM | QUALCOMM INC | $14,473 | +16.7% | 113 | 0.0% | 0.01% | +10.0% | |
| COTY | COTY INC CLASS A | $14,864 | +40.9% | 1,232 | 0.0% | 0.01% | +22.2% | |
| EBAY | Buy | EBAY INC | $14,229 | +7.6% | 321 | +0.6% | 0.01% | 0.0% |
| GM | Buy | GENERAL MOTORS CO | $14,180 | +9.3% | 387 | +0.3% | 0.01% | 0.0% |
| PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFuit exchange traded | $12,532 | -1.1% | 200 | 0.0% | 0.01% | 0.0% | |
| AVGO | Buy | BROADCOM INC | $12,589 | +15.7% | 20 | +5.3% | 0.01% | +11.1% |
| EIX | Buy | EDISON INTERNTNL | $11,422 | +12.2% | 162 | +1.2% | 0.01% | +12.5% |
| KMI | Buy | KINDER MORGAN INC | $12,188 | -1.7% | 696 | +1.6% | 0.01% | -10.0% |
| CMCSA | Buy | COMCAST CORP CLASS A | $11,645 | +9.1% | 307 | +0.7% | 0.01% | 0.0% |
| PLD | PROLOGIS INC. REITreal estate investme | $10,885 | +11.4% | 87 | 0.0% | 0.01% | 0.0% | |
| WARNER BROTHERS DISCOVER | $10,313 | +59.3% | 683 | 0.0% | 0.01% | +60.0% | ||
| WBA | Buy | WALGREENS BOOTS ALLI | $11,056 | -6.1% | 320 | +1.6% | 0.01% | -20.0% |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $10,386 | +3.1% | 200 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRASTRUC LPlimited partnershp | $10,435 | +9.0% | 309 | 0.0% | 0.01% | 0.0% | |
| FIRST GREENWICH FINL INC | $9,966 | -1.0% | 600 | 0.0% | 0.01% | 0.0% | ||
| CVX | CHEVRON CORP | $10,323 | -8.2% | 63 | 0.0% | 0.01% | -11.1% | |
| CRI | Buy | CARTERS INC | $8,495 | -2.6% | 118 | +0.9% | 0.01% | 0.0% |
| GLW | Buy | CORNING INC | $9,246 | +11.3% | 262 | +0.8% | 0.01% | 0.0% |
| PSA | PUBLIC STORAGE REITreal estate investme | $9,643 | +8.9% | 32 | 0.0% | 0.01% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $8,730 | +6.3% | 250 | 0.0% | 0.01% | 0.0% | |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $7,534 | +9.5% | 200 | 0.0% | 0.01% | 0.0% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $8,404 | -2.9% | 121 | +0.8% | 0.01% | -14.3% |
| MA | MASTERCARD INC CLASS A | $7,363 | +4.7% | 20 | 0.0% | 0.01% | 0.0% | |
| SEDG | SOLAREDGE TECH | $6,079 | +7.3% | 20 | 0.0% | 0.01% | 0.0% | |
| QRVO | QORVO INC | $6,602 | +12.1% | 65 | 0.0% | 0.01% | 0.0% | |
| BDX | BECTON DICKINSON&CO | $5,135 | -2.3% | 21 | 0.0% | 0.00% | 0.0% | |
| KBS GROWTH & INCOME REIT INC CLASS Areal estate investme | $5,310 | 0.0% | 4,578 | 0.0% | 0.00% | 0.0% | ||
| BYND | BEYOND MEAT INC | $5,518 | +31.9% | 340 | 0.0% | 0.00% | +33.3% | |
| LYFT | LYFT INC CLASS A | $5,099 | -15.9% | 550 | 0.0% | 0.00% | -20.0% | |
| APH | Buy | AMPHENOL CORP CLASS A | $4,130 | +7.6% | 51 | +2.0% | 0.00% | 0.0% |
| MPW | Buy | MEDICAL PROPERTIES REITreal estate investme | $4,207 | -24.6% | 512 | +2.4% | 0.00% | -40.0% |
| NIO | NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $3,615 | +7.8% | 344 | 0.0% | 0.00% | 0.0% | |
| SJM | J M SMUCKER CO | $4,319 | 0.0% | 27 | 0.0% | 0.00% | -25.0% | |
| LUV | Buy | SOUTHWEST AIRLINES | $4,349 | -2.3% | 134 | +1.5% | 0.00% | -25.0% |
| BOX | BOX INC CLASS A | $4,019 | -13.9% | 150 | 0.0% | 0.00% | -25.0% | |
| VB | VANGUARD SMALL CAP ETFuit exchange traded | $3,412 | +3.3% | 18 | 0.0% | 0.00% | 0.0% | |
| WPC | Buy | W.P. CAREY INC. REITreal estate investme | $4,037 | +0.4% | 52 | +2.0% | 0.00% | 0.0% |
| AIG | AMERICAN INTL GROUP | $2,306 | -20.3% | 46 | 0.0% | 0.00% | 0.0% | |
| EDIT | EDITAS MEDICINE INCORPOR | $2,306 | -18.3% | 318 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MILLS INC | $3,012 | +2.6% | 35 | 0.0% | 0.00% | 0.0% | |
| STEM | STEM INC | $2,381 | -36.6% | 420 | 0.0% | 0.00% | -33.3% | |
| RBLX | ROBLOX CORP CLASS A | $2,249 | +58.0% | 50 | 0.0% | 0.00% | +100.0% | |
| CSL | CARLISLE CO | $2,523 | -3.8% | 11 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE INC | $2,997 | +50.7% | 15 | 0.0% | 0.00% | 0.0% | |
| AMGN | AMGEN INC. | $2,468 | -7.1% | 10 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC Fforeign canadian | $2,098 | -2.5% | 55 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AIRWAYS CORP | $2,730 | +12.3% | 375 | 0.0% | 0.00% | 0.0% | |
| NUMV | NUVEEN ESG MID CAP VALUEETFuit exchange traded | $1,148 | -3.5% | 40 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $1,014 | +3.5% | 7 | 0.0% | 0.00% | 0.0% | |
| NUMG | NUVEEN ESG MID CAP GROWTH ETFuit exchange traded | $994 | +8.6% | 26 | 0.0% | 0.00% | 0.0% | |
| NULV | NUVEEN ESG LARGE CAP VALUE ETFuit exchange traded | $1,329 | -0.4% | 39 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $723 | +32.7% | 49 | 0.0% | 0.00% | – | ||
| ARKG | ARK GENOMIC REVOLUTION ETFuit exchange traded | $692 | +6.6% | 23 | 0.0% | 0.00% | 0.0% | |
| MAXR | MAXAR TECHNOLOGIES INC | $1,174 | -1.3% | 23 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $1,900 | -49.3% | 717 | 0.0% | 0.00% | -66.7% | |
| SO | SOUTHERN CO | $1,406 | -1.5% | 20 | 0.0% | 0.00% | 0.0% | |
| NVTA | INVITAE CORP | $959 | -27.4% | 710 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC | $910 | +1.3% | 9 | 0.0% | 0.00% | 0.0% | |
| PBI | Buy | PITNEY BOWES INC | $1,456 | +3.8% | 374 | +1.4% | 0.00% | 0.0% |
| NULG | NUVEEN ESG LARGE CAP GROWTH ETFuit exchange traded | $1,171 | +14.0% | 21 | 0.0% | 0.00% | 0.0% | |
| NUSC | NUVEEN ESG SMALL CAP ETFuit exchange traded | $1,169 | +3.6% | 33 | 0.0% | 0.00% | 0.0% | |
| DASH | DOORDASH INC CLASS A | $191 | +30.8% | 3 | 0.0% | 0.00% | – | |
| CRTX | QUINCE THERAPEUTICS INC | $156 | +143.8% | 100 | 0.0% | 0.00% | – | |
| SAIC | SCIENCE APPLICATIONS | $322 | -3.3% | 3 | 0.0% | 0.00% | – | |
| SE | SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $260 | +66.7% | 3 | 0.0% | 0.00% | – | |
| SNOW | SNOWFLAKE INC CLASS A | $154 | +6.9% | 1 | 0.0% | 0.00% | – | |
| SQ | BLOCK INC CLASS A | $69 | +9.5% | 1 | 0.0% | 0.00% | – | |
| NVZMY | NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $511 | +1.2% | 10 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP Fforeign canadian | $116 | -23.7% | 66 | 0.0% | 0.00% | – | |
| EMBECTA CORP | $112 | +10.9% | 4 | 0.0% | 0.00% | – | ||
| TLRY | TILRAY BRANDS INC | $182 | -6.2% | 72 | 0.0% | 0.00% | – | |
| TOAST INC CLASS A | $53 | -1.9% | 3 | 0.0% | 0.00% | – | ||
| UBER | UBER TECHNOLOGIES INC | $63 | +28.6% | 2 | 0.0% | 0.00% | – | |
| GSAT | GLOBALSTAR INC | $63 | -12.5% | 54 | 0.0% | 0.00% | – | |
| AMC | AMC ENTERTAINMENT CLASS A | $100 | +23.5% | 20 | 0.0% | 0.00% | – | |
| JD | JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $483 | -21.7% | 11 | 0.0% | 0.00% | -100.0% | |
| VTRS | VIATRIS INC | $167 | -12.6% | 17 | 0.0% | 0.00% | – | |
| ARKW | ARK NEXT GENERATION INTERNET ETFuit exchange traded | $536 | +38.9% | 10 | 0.0% | 0.00% | – | |
| BZ | KANZHUN LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $95 | -6.9% | 5 | 0.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONCLASS A | $369 | +8.8% | 5 | 0.0% | 0.00% | – | |
| AMC ENTERTAINMEN 0Perc. PFDpreferred stock | $29 | +3.6% | 20 | 0.0% | 0.00% | – | ||
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSamerican depository | $150 | +23.0% | 6 | 0.0% | 0.00% | – | |
| NU HOLDINGS LTD FCLASS Aforeign ordinaries | $305 | +17.3% | 64 | 0.0% | 0.00% | – | ||
| DDOG | DATADOG INC CLASS A | $73 | -1.4% | 1 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC Fforeign canadian | $114 | -24.0% | 59 | 0.0% | 0.00% | – | |
| ESS TECH INC | $111 | -42.8% | 80 | 0.0% | 0.00% | – | ||
| LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS | $0 | – | 135 | 0.0% | 0.00% | – | ||
| WDAY | WORKDAY INC CLASS A | $207 | +24.0% | 1 | 0.0% | 0.00% | – | |
| BUD | Exit | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHSamerican depository | $0 | – | -20 | -100.0% | -0.00% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -21 | -100.0% | -0.00% | – |
| SLV | Exit | ISHARES SILVER TRUST ETFuit exchange traded | $0 | – | -65 | -100.0% | -0.00% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -36 | -100.0% | -0.00% | – |
| BOH | Exit | BANK OF HAWAII CORP | $0 | – | -52 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB FINL GROUP | $0 | – | -350 | -100.0% | -0.07% | – |
| EPD | Exit | ENTERPRISE PRODS PART LPlimited partnershp | $0 | – | -4,200 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.