Financial-Avengers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LYFT",
  "LEVI",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "AIG",
  "T",
  "CAT",
  "AVGO",
  "CMI",
  "LC",
  "PEBO",
  "NVEE",
  "OMCL",
  "EBAY",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "UNP",
  "ISRG",
  "AMAT",
  null,
  null,
  "META",
  "KMI",
  null,
  "MA",
  null,
  null,
  null,
  "MSFT",
  "MS",
  "TMUS",
  "DBX",
  "EVRG",
  "GE",
  "NI",
  "HSY",
  null,
  "PYPL",
  "PEP",
  "IRM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  null,
  "SHOP",
  "GLD",
  "AMT",
  "IBM",
  "SSNC",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "UBER",
  "UL",
  null,
  "SCHW",
  "STAG",
  "TSM",
  "GSAT",
  null,
  "AHR",
  "VRTX",
  "ADSK",
  "GM",
  "ACGL",
  "APH",
  "AMD",
  "WAB",
  "F",
  "EQR",
  "FSLR",
  "FTNT",
  "AEP",
  "AMZN",
  "KD",
  "VGT",
  "USB",
  "MGV",
  "BND",
  "VEEV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "YUM",
  "EIX",
  "LUMN",
  "TAK",
  "SJM",
  "TCOM",
  "RBLX",
  "PBI",
  "GEV",
  "ZM",
  "PSA",
  "ADP",
  "BAC",
  "BBWI",
  "BMO",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BOX",
  "CSL",
  "CRI",
  "CVX",
  "CSCO",
  "CLX",
  "KO",
  "CDE",
  "ED",
  "COTY",
  "COST",
  "GLW",
  "CSX",
  "DHR",
  "DAL",
  "NKE",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 148
Total Value: 197318309
Accession Number: 0001095449-25-000041
Form Type: 13F-HR
CIK: financial-avengers
Manager Name: Financial-Avengers

Data Enrichment

93% identified

138 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $197.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:121.7K

Value:$23.1M

% of Portfolio:11.7% ($23.1M/$197.3M)

Apple Inc.

AAPL|037833100

Shares:96.9K

Value:$21.5M

% of Portfolio:10.9% ($21.5M/$197.3M)

NVIDIA CORP

NVDA|67066G104

Shares:194.6K

Value:$21.1M

% of Portfolio:10.7% ($21.1M/$197.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:38.5K

Value:$20.5M

% of Portfolio:10.4% ($20.5M/$197.3M)

Alphabet Inc.

GOOG|02079K107

Shares:87.7K

Value:$13.7M

% of Portfolio:6.9% ($13.7M/$197.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:156.0K

Value:$12.2M

% of Portfolio:6.2% ($12.2M/$197.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:40.4K

Value:$10.9M

% of Portfolio:5.5% ($10.9M/$197.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:48.5K

Value:$8.0M

% of Portfolio:4.1% ($8.0M/$197.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:192.6K

Value:$8.0M

% of Portfolio:4.1% ($8.0M/$197.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:37.9K

Value:$6.5M

% of Portfolio:3.3% ($6.5M/$197.3M)

MICROSOFT CORP

MSFT|594918104

Shares:16.2K

Value:$6.1M

% of Portfolio:3.1% ($6.1M/$197.3M)

Walt Disney Co

DIS|254687106

Shares:53.0K

Value:$5.2M

% of Portfolio:2.6% ($5.2M/$197.3M)

SHOPIFY INC.

SHOP|82509L107

Shares:45.6K

Value:$4.4M

% of Portfolio:2.2% ($4.4M/$197.3M)

STARBUCKS CORP

SBUX|855244109

Shares:42.0K

Value:$4.1M

% of Portfolio:2.1% ($4.1M/$197.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:89.8K

Value:$4.1M

% of Portfolio:2.1% ($4.1M/$197.3M)

ADOBE INC.

ADBE|00724F101

Shares:7.4K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$197.3M)

464288620

Shares:54.6K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$197.3M)

Kenvue Inc.

KVUE|49177J102

Shares:91.8K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$197.3M)

FORD MOTOR CO

F|345370860

Shares:216.1K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$197.3M)

921937835

BND|921937835

Shares:27.9K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$197.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	121.7K	QoQ -3.94% (-5.0K) YoY -7.14% (-9.4K)	All Managers (Combined)	$23.1M	11.7% ($23.1M/$197.3M)	QoQ -16.69% (-$4.6M) YoY -2.38% (-$565.0K)
Apple Inc.(AAPLcusip037833100)	96.9K	QoQ -3.86% (-3.9K) YoY -18.26% (-21.7K)	All Managers (Combined)	$21.5M	10.9% ($21.5M/$197.3M)	QoQ -14.72% (-$3.7M) YoY +6.77% (-$1.4M)
NVIDIA CORP(NVDAcusip67066G104)	194.6K	QoQ -4.34% (-8.8K) YoY +706.01% (-170.4K)	All Managers (Combined)	$21.1M	10.7% ($21.1M/$197.3M)	QoQ -22.79% (-$6.2M) YoY -3.32% (-$725.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	38.5K	QoQ +0.77% (+296) YoY -90.31% (-359.2K)	All Managers (Combined)	$20.5M	10.4% ($20.5M/$197.3M)	QoQ +18.40% (+$3.2M) YoY +22.71% (-$3.8M)
Alphabet Inc.(GOOGcusip02079K107)	87.7K	QoQ -1.57% (-1.4K) YoY -5.29% (-4.9K)	All Managers (Combined)	$13.7M	6.9% ($13.7M/$197.3M)	QoQ -19.25% (-$3.3M) YoY -5.45% (-$791.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	156.0K	QoQ -1.96% (-3.1K) YoY -9.25% (-15.9K)	All Managers (Combined)	$12.2M	6.2% ($12.2M/$197.3M)	QoQ +3.69% (-$435.0K) YoY -1.83% (-$228.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	40.4K	QoQ -1.85% (-766) YoY -9.62% (-4.3K)	All Managers (Combined)	$10.9M	5.5% ($10.9M/$197.3M)	QoQ -11.03% (-$1.3M) YoY +6.83% (-$696.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	48.5K	QoQ +8.62% (+3.8K) YoY +16.27% (+6.8K)	All Managers (Combined)	$8.0M	4.1% ($8.0M/$197.3M)	QoQ +24.56% (+$1.6M) YoY +22.21% (+$1.5M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	192.6K	QoQ -2.45% (-4.8K) YoY -13.95% (-31.2K)	All Managers (Combined)	$8.0M	4.1% ($8.0M/$197.3M)	QoQ -7.38% (-$640.5K) YoY -4.30% (-$361.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	37.9K	QoQ -0.18% (-71) YoY +0.99% (+372)	All Managers (Combined)	$6.5M	3.3% ($6.5M/$197.3M)	QoQ +1.46% (-$93.3K) YoY +7.17% (+$433.1K)
MICROSOFT CORP(MSFTcusip594918104)	16.2K	QoQ +1.59% (-253) YoY +4.46% (-691)	All Managers (Combined)	$6.1M	3.1% ($6.1M/$197.3M)	QoQ -9.52% (-$638.2K) YoY -7.63% (-$501.2K)
Walt Disney Co(DIScusip254687106)	53.0K	QoQ +3.42% (-1.8K) YoY +10.81% (-5.2K)	All Managers (Combined)	$5.2M	2.6% ($5.2M/$197.3M)	QoQ -8.32% (-$474.8K) YoY -10.00% (-$581.0K)
SHOPIFY INC.(SHOPcusip82509L107)	45.6K	QoQ +2.30% (-1.0K) YoY +10.55% (+4.3K)	All Managers (Combined)	$4.4M	2.2% ($4.4M/$197.3M)	QoQ -8.13% (-$385.4K) YoY +34.99% (+$1.1M)
STARBUCKS CORP(SBUXcusip855244109)	42.0K	QoQ -0.24% (-104) YoY +14.10% (+5.2K)	All Managers (Combined)	$4.1M	2.1% ($4.1M/$197.3M)	QoQ +7.22% (-$277.6K) YoY +22.28% (+$750.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	89.8K	QoQ +12.17% (+9.8K) YoY +44.11% (+27.5K)	All Managers (Combined)	$4.1M	2.1% ($4.1M/$197.3M)	QoQ +27.24% (+$872.4K) YoY +54.61% (+$1.4M)
ADOBE INC.(ADBEcusip00724F101)	7.4K	QoQ +20.34% (+1.2K) YoY +42.16% (+2.2K)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$197.3M)	QoQ +3.79% (+$103.3K) YoY +8.59% (+$223.5K)
(cusip464288620)✕	54.6K	QoQ +38.54% (+15.2K) YoY +253.75% (+39.2K)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$197.3M)	QoQ +40.74% (+$807.7K) YoY +259.87% (+$2.0M)
Kenvue Inc.(KVUEcusip49177J102)	91.8K	QoQ +37.05% (+24.8K) YoY +149.64% (+55.0K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$197.3M)	QoQ +53.93% (+$771.3K) YoY +181.98% (+$1.4M)
FORD MOTOR CO(Fcusip345370860)	216.1K	QoQ -52.86% (-242.4K) YoY -56.61% (-282.0K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$197.3M)	QoQ -52.24% (-$2.4M) YoY -67.25% (-$4.5M)
(BNDcusip921937835)	27.9K	QoQ +36.46% (+7.4K) YoY +155.89% (+17.0K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$197.3M)	QoQ +39.38% (+$578.3K) YoY +161.32% (+$1.3M)