Financial Avengers, Inc. Portfolio Holdings

Financial Avengers, Inc.

  • $201 Million
  • Q3 2024

Financial Avengers, Inc. has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.4M, Nvidia Corp with a value of $25.1M, Amazon Com Inc with a value of $23.8M, Berkshire Hathaway Inc Class B with a value of $17.7M, and Alphabet Inc. with a value of $14.9M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $187M to 201M. Also it can be appreciated an additional of 24 stocks purchases and 1 closed positions.

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 $201 Million
Technology: $69.4 Million
Financial Services: $49.9 Million
Consumer Cyclical: $35.7 Million
Communication Services: $25 Million
Healthcare: $10.1 Million
Consumer Defensive: $7.08 Million
ETFs: $2.26 Million
Industrials: $860,000
Other: $713,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.05T
$26.4 Million 13.11% of portfolio
113,209
Q3 2024 Reduced 1.63%
$343B
$25.1 Million 12.46% of portfolio
206,503
Q3 2024 Reduced 2.88%
$2.25T
$23.8 Million 11.83% of portfolio
127,714
Q3 2024 Reduced 0.64%
$595B
$17.7 Million 8.78% of portfolio
38,384
Q3 2024 Reduced 1.38%
$1.17T
$14.9 Million 7.42% of portfolio
89,337
Q3 2024 New
$222B
$11.9 Million 5.91% of portfolio
43,816
Q3 2024 New
$134B
$10.9 Million 5.41% of portfolio
167,934
Q3 2024 Reduced 0.3%
$352B
$8.74 Million 4.35% of portfolio
220,283
Q3 2024 Reduced 0.49%
$375B
$7.05 Million 3.5% of portfolio
43,472
Q3 2024 Added 3.02%
$3.17T
$6.74 Million 3.35% of portfolio
15,667
Q3 2024 Added 1.25%
$396B
$6.47 Million 3.22% of portfolio
37,383
Q3 2024 Added 0.13%
$39B
$5.03 Million 2.5% of portfolio
476,550
Q3 2024 Reduced 1.47%
$202B
$4.78 Million 2.37% of portfolio
49,665
Q3 2024 Added 4.53%
$106B
$4.07 Million 2.02% of portfolio
41,761
Q3 2024 Added 10.04%
$129B
$3.49 Million 1.73% of portfolio
43,560
Q3 2024 Added 5.87%
$166B
$3.1 Million 1.54% of portfolio
69,076
Q3 2024 Added 7.68%
$81.4B
$2.69 Million 1.34% of portfolio
114,692
Q3 2024 Reduced 2.48%
$1.32T
$2.43 Million 1.21% of portfolio
9,283
Q2 2024 Reduced 2.32%
$1.15T
$1.37 Million 0.68% of portfolio
8,240
Q3 2024 Reduced 91.58%
$735B
$1.33 Million 0.66% of portfolio
1,497
Q3 2024 Reduced 11.21%
$0
$1.04 Million 0.51% of portfolio
19,716
Q3 2024 Added 17.51%
$0
$1.03 Million 0.51% of portfolio
13,708
Q3 2024 Added 16.7%
$198B
$930,000 0.46% of portfolio
5,669
Q3 2024 Added 24.51%
$148B
$808,000 0.4% of portfolio
27,942
Q3 2024 Added 52.07%
$1.35T
$582,000 0.29% of portfolio
1,017
Q3 2024 Added 12.87%
$122B
$252,000 0.13% of portfolio
913
Q3 2024 Added 0.55%
$408B
$266,000 0.13% of portfolio
301
Q3 2024 Added 6.74%
$475B
$247,000 0.12% of portfolio
423
Q3 2024 Added 2.42%
$33.9B
$199,000 0.1% of portfolio
1,780
Q2 2023 Reduced 12.32%
$702B
$182,000 0.09% of portfolio
868
Q3 2024 Added 5.21%
$516B
$186,000 0.09% of portfolio
677
Q3 2024 Added 0.3%
$243B
$159,000 0.08% of portfolio
3,001
Q3 2024 Added 76.95%
$0
$151,000 0.08% of portfolio
21,500
Q3 2024 Added 13.16%
$184B
$152,000 0.08% of portfolio
808
Q3 2024 Added 0.12%
$294M
$158,000 0.08% of portfolio
1,700
Q1 2024 Reduced 2.86%
$399B
$138,000 0.07% of portfolio
341
Q3 2024 Added 0.59%
$161B
$149,000 0.07% of portfolio
6,814
Q3 2024 Added 6.87%
$71.4B
$131,000 0.07% of portfolio
964
Q3 2024 New
$197B
$118,000 0.06% of portfolio
538
Q3 2024 Added 0.75%
$75B
$116,000 0.06% of portfolio
1,500
Q1 2024 Reduced 6.25%
$94B
$107,000 0.05% of portfolio
1,219
Q3 2024 Added 0.49%
$203B
$93,000 0.05% of portfolio
151
Q3 2024 Reduced 16.57%
$47.3B
$103,000 0.05% of portfolio
1,009
Q3 2024 Reduced 1.18%
$115B
$110,000 0.05% of portfolio
1,319
Q3 2024 Added 0.92%
$401B
$109,000 0.05% of portfolio
155
Q3 2024 Added 10.71%
$177B
$105,000 0.05% of portfolio
542
Q3 2024 Reduced 1.63%
$198B
$94,000 0.05% of portfolio
832
Q3 2024 Added 0.36%
$19B
$76,000 0.04% of portfolio
308
Q3 2024 New
$8.66B
$86,000 0.04% of portfolio
3,386
Q2 2024 Reduced 12.28%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $201 Million
  • Prior Value $187 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 71 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 19 stocks
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