Financial Avengers, Inc. Portfolio Holdings

Financial Avengers, Inc.

  • $338 Million
  • Q1 2024

Financial Avengers, Inc. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $338 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $167M, Amazon Com Inc with a value of $23.6M, Nvidia Corp with a value of $21.8M, Apple Inc. with a value of $20.3M, and Alphabet Inc. with a value of $14.1M.

Examining the 13F form we can see an increase of $173M in the current position value, from $165M to 338M.

Financial Avengers, Inc. is based out at Oakland, CA

Below you can find more details about Financial Avengers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $338 Million
Financial Services: $199 Million
Technology: $61.3 Million
Consumer Cyclical: $35.6 Million
Communication Services: $24.4 Million
Healthcare: $8 Million
Consumer Defensive: $6.61 Million
ETFs: $1.73 Million
Industrials: $611,000
Other: $306,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$529B
$167 Million 49.52% of portfolio
397,678
Q1 2024 Added 901.81%
$1.97T
$23.6 Million 7.0% of portfolio
131,022
Q1 2024 Added 0.12%
$308B
$21.8 Million 6.46% of portfolio
24,139
Q1 2024 Added 0.77%
$3.38T
$20.3 Million 6.02% of portfolio
118,546
Q1 2024 Reduced 1.63%
$1.12T
$14.1 Million 4.18% of portfolio
92,627
Q1 2024 Reduced 0.63%
$134B
$12.4 Million 3.68% of portfolio
171,953
Q1 2024 Added 0.64%
$173B
$10.2 Million 3.02% of portfolio
44,756
Q1 2024 Added 1.16%
$319B
$8.49 Million 2.51% of portfolio
223,842
Q1 2024 Added 1.9%
$49.5B
$6.61 Million 1.96% of portfolio
498,110
Q1 2024 Added 0.98%
$382B
$6.59 Million 1.95% of portfolio
41,688
Q1 2024 Added 4.55%
$3.33T
$6.51 Million 1.93% of portfolio
15,465
Q1 2024 Added 3.81%
$391B
$6.1 Million 1.8% of portfolio
37,569
Q1 2024 Added 2.3%
$181B
$5.85 Million 1.73% of portfolio
47,805
Q1 2024 Added 7.8%
$127B
$5.21 Million 1.54% of portfolio
117,922
Q1 2024 Added 2.35%
$89.3B
$3.36 Million 1.0% of portfolio
36,792
Q1 2024 Added 11.37%
$78.6B
$3.18 Million 0.94% of portfolio
41,220
Q1 2024 Added 5.01%
$258B
$2.61 Million 0.77% of portfolio
5,180
Q1 2024 Added 11.66%
$625B
$1.67 Million 0.49% of portfolio
9,503
Q1 2024 Reduced 25.37%
$1.09T
$1.23 Million 0.36% of portfolio
8,138
Q1 2024 Reduced 1.81%
$262B
$821,000 0.24% of portfolio
4,553
Q1 2024 Reduced 7.02%
$0
$790,000 0.23% of portfolio
10,889
Q1 2024 Added 54.5%
$0
$783,000 0.23% of portfolio
15,440
Q1 2024 Added 58.0%
$1.13T
$426,000 0.13% of portfolio
879
Q1 2024 Added 12.26%
$157B
$335,000 0.1% of portfolio
12,090
Q1 2024 Added 76.6%
$860B
$266,000 0.08% of portfolio
343
Q1 2024 Added 0.29%
$99.1B
$234,000 0.07% of portfolio
937
Q1 2024 Added 0.54%
$476B
$224,000 0.07% of portfolio
453
Q1 2024 Reduced 10.12%
$429B
$192,000 0.06% of portfolio
688
Q1 2024 Added 0.15%
$376B
$206,000 0.06% of portfolio
282
Q1 2024 Added 8.46%
$593B
$164,000 0.05% of portfolio
821
Q1 2024 Added 9.03%
$1.45B
$166,000 0.05% of portfolio
1,700
Q1 2024 Reduced 2.86%
$37.3B
$164,000 0.05% of portfolio
1,780
Q2 2023 Reduced 12.32%
$352B
$133,000 0.04% of portfolio
347
Q1 2024 Added 0.58%
$174B
$141,000 0.04% of portfolio
805
Q1 2024 Added 6.62%
$45.1B
$87,000 0.03% of portfolio
1,011
Q1 2024 Reduced 9.08%
$0
$94,000 0.03% of portfolio
17,500
Q1 2024 New
$86B
$94,000 0.03% of portfolio
1,293
Q1 2024 Added 1.02%
$94.9B
$113,000 0.03% of portfolio
1,208
Q1 2024 Added 0.33%
$6.43B
$93,000 0.03% of portfolio
3,860
Q1 2024 Reduced 19.6%
$300B
$85,000 0.03% of portfolio
140
Q1 2024 Added 3.7%
$136B
$106,000 0.03% of portfolio
6,075
Q1 2024 Added 5.34%
$47.5B
$102,000 0.03% of portfolio
1,500
Q1 2024 Reduced 6.25%
$217B
$104,000 0.03% of portfolio
180
Q1 2024 Reduced 5.26%
$155B
$101,000 0.03% of portfolio
529
Q1 2024 Added 4.96%
$275B
$54,000 0.02% of portfolio
897
Q1 2024 Added 5.9%
$50.6B
$80,000 0.02% of portfolio
895
Q1 2024 Added 0.45%
$889M
$70,000 0.02% of portfolio
8,000
Q3 2023 Reduced 18.05%
$177B
$66,000 0.02% of portfolio
384
Q1 2024 Added 0.79%
$53.4B
$57,000 0.02% of portfolio
220
Q4 2023 Added 41.03%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $338 Million
  • Prior Value $165 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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