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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$31,000 0.02% of portfolio
204
Q3 2024 Added 0.49%
$0
$25,000 0.01% of portfolio
500
Q3 2024 New
$0
$13,000 0.01% of portfolio
200
Q4 2020 New
$0
$28,000 0.01% of portfolio
400
Q3 2024 New
$84.4B
$15,000 0.01% of portfolio
65
Q1 2024 Reduced 55.78%
$0
$22,000 0.01% of portfolio
101
Q2 2024 Reduced 33.11%
$0
$28,000 0.01% of portfolio
1,523
Q2 2024 Added 0.46%
$0
$25,000 0.01% of portfolio
201
Q3 2024 Reduced 33.22%
$0
$8,000 0.0% of portfolio
14
Q3 2023 New

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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