Financial Avengers, Inc. Portfolio Holdings

Financial Avengers, Inc.

$195 Million
Q1 2025

Financial Avengers, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $195 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $23.1M, Apple Inc. with a value of $21.5M, Nvidia Corp with a value of $21.1M, Berkshire Hathaway Inc Class B with a value of $20.5M, and Alphabet Inc. with a value of $13.7M.

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 $195 Million

Technology: $57.3 Million

Financial Services: $54 Million

Consumer Cyclical: $31.5 Million

Communication Services: $25.2 Million

Healthcare: $12 Million

Consumer Defensive: $7.08 Million

ETFs: $5.03 Million

Industrials: $1.96 Million

Other: $355,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CVX Chevron Corp Energy	$293B	$11,000 0.01% of portfolio	69	Q1 2025 Added 1.47%
INTC Intel Corp Technology	$95.5B	$23,000 0.01% of portfolio	1,046	Q1 2025 Reduced 48.78%
ABBV Abb Vie Inc. Healthcare	$327B	$10,000 0.01% of portfolio	48	Q4 2024 Reduced 72.88%
MA Mastercard Inc Financial Services	$529B	$10,000 0.01% of portfolio	20	Q4 2020 New
KMI Kinder Morgan, Inc. Energy	$60.9B	$22,000 0.01% of portfolio	781	Q1 2025 Added 1.03%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.24T	$17,000 0.01% of portfolio	105	Q3 2024 New
MDB Mongo Db, Inc. Technology	$15.3B	$14,000 0.01% of portfolio	85	Q1 2025 Reduced 15.0%
CAT Caterpillar Inc Industrials	$216B	$16,000 0.01% of portfolio	50	Q2 2024 New
MRK Merck & Co., Inc. Healthcare	$201B	$19,000 0.01% of portfolio	213	Q1 2025 Reduced 35.26%
LEVI Levi Strauss & CO Consumer Cyclical	$2.01B	$19,000 0.01% of portfolio	1,232	Q1 2025 Added 0.74%
American Healthcare Reitreit	-	$0 0.0% of portfolio	-	Q3 2024 New
MPW Medical Properties Trust Inc Real Estate	$2.41B	$3,000 0.0% of portfolio	647	Q1 2025 Added 2.05%
BBWI Bath & Body Works, Inc. Consumer Cyclical	$7.39B	$0 0.0% of portfolio	0	Q1 2025 New
BOX Box Inc Technology	$4.68B	$4,000 0.0% of portfolio	150	Q4 2020 New
BMY Bristol Myers Squibb CO Healthcare	$99.3B	$8,000 0.0% of portfolio	132	Q1 2025 Added 0.76%
CSL Carlisle Companies Inc Industrials	$20.9B	$3,000 0.0% of portfolio	11	Q4 2020 New
Motley Fool Global Opportunities ETF	-	$0 0.0% of portfolio	-	Q1 2025 Reduced 8.01%
LVMUY Lvmh Moet Hennessy Louis Vuitton Consumer Cyclical	$273B	$3,000 0.0% of portfolio	25	Q1 2025 Added 150.0%
TCOM Trip.Com Group LTD Consumer Cyclical	$40.7B	$9,000 0.0% of portfolio	150	Q2 2024 Reduced 25.0%
ABNB Airbnb, Inc. Consumer Cyclical	$55.1B	$5,000 0.0% of portfolio	50	Q1 2025 Reduced 33.33%
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord Shs	-	$0 0.0% of portfolio	-	Q1 2025 Added 100.0%
AIG American International Group, Inc. Financial Services	$61.4B	$4,000 0.0% of portfolio	48	Q3 2024 New
AMGN Amgen Inc Healthcare	$158B	$6,000 0.0% of portfolio	21	Q1 2025 Added 90.91%
APH Amphenol Corp Technology	$61.7B	$6,000 0.0% of portfolio	103	Q4 2024 Added 0.98%
STAG Stag Industrial, Inc. Real Estate	$6.39B	$7,000 0.0% of portfolio	221	Q1 2025 Added 0.91%
VGT Vanguard Information Technolog ETFs	$0	$7,000 0.0% of portfolio	14	Q3 2023 New
CRI Carters Inc Consumer Cyclical	$1.2B	$5,000 0.0% of portfolio	130	Q1 2025 Added 1.56%
HESAY Hermes Intl S A Unsponsored Ad Consumer Cyclical	$285B	$6,000 0.0% of portfolio	25	Q1 2025 Added 400.0%
BMO Bank Of Montreal Financial Services	$77.5B	$4,000 0.0% of portfolio	50	Q2 2024 Reduced 50.0%
Globalstar Inc	-	$0 0.0% of portfolio	-	Q1 2025 New
LUMN Lumen Technologies, Inc. Communication Services	$4.46B	$2,000 0.0% of portfolio	717	Q3 2022 Added 2.43%
SJM J M Smucker CO Consumer Defensive	$11.2B	$6,000 0.0% of portfolio	55	Q4 2024 Added 1.85%
RBLX Roblox Corp Communication Services	$67.9B	$2,000 0.0% of portfolio	50	Q1 2021 New
PBI Pitney Bowes Inc Industrials	$2.17B	$3,000 0.0% of portfolio	407	Q1 2025 Added 0.49%
KD Kyndryl Holdings, Inc. Technology	$8.86B	$7,000 0.0% of portfolio	229	Q3 2024 Added 77.52%
PYPL Pay Pal Holdings, Inc. Financial Services	$86.5B	$7,000 0.0% of portfolio	115	Q3 2024 New
LYFT Lyft, Inc. Technology	$5.08B	$3,000 0.0% of portfolio	300	Q2 2024 Reduced 37.89%
GIS General Mills Inc Consumer Defensive	$29.2B	$2,000 0.0% of portfolio	38	Q1 2025 Added 2.7%
TMUS T Mobile Us, Inc. Communication Services	$289B	$1,000 0.0% of portfolio	7	Q4 2020 New
ZM Zoom Video Communications, Inc. Technology	$18.7B	$0 0.0% of portfolio	5	Q2 2022 Reduced 85.71%
WBD Warner Bros. Discovery, Inc. Communication Services	$27.2B	$5,000 0.0% of portfolio	485	Q1 2024 Reduced 28.99%
WBA Walgreens Boots Alliance, Inc. Healthcare	$9.96B	$4,000 0.0% of portfolio	367	Q4 2024 Added 2.51%
WAB Westinghouse Air Brake Technologies Corp Industrials	$38.2B	$1,000 0.0% of portfolio	9	Q4 2020 New
COTY Coty Inc. Consumer Defensive	$4.05B	$6,000 0.0% of portfolio	1,232	Q1 2021 Added 19.38%
VTRS Viatris Inc Healthcare	$10.8B	$0 0.0% of portfolio	19	Q3 2024 Added 5.56%
Ge Healthcare Technologi	-	$0 0.0% of portfolio	-	Q3 2024 Added 0.43%
Ge Vernova Inc	-	$0 0.0% of portfolio	-	Q4 2024 Added 11.47%
Kenvue Inc	-	$0 0.0% of portfolio	-	Q1 2025 Added 37.05%

Summary

Portfolio
No. of Stocks 149
Current Value $195 Million
Prior Value $195 Million
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Financial Avengers, Inc. Portfolio Holdings