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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PFIZER INC

PFE|717081103

Shares:75.3K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$197.3M)

Tesla, Inc.

TSLA|88160R101

Shares:6.9K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$197.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$197.3M)

ELI LILLY & Co

LLY|532457108

Shares:1.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$197.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.8K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$197.3M)

3M CO

MMM|88579Y101

Shares:8.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$197.3M)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$605.3K

% of Portfolio:0.3% ($605.3K/$197.3M)

775781206

Shares:58.0K

Value:$569.0K

% of Portfolio:0.3% ($569.0K/$197.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.7K

Value:$384.5K

% of Portfolio:0.2% ($384.5K/$197.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:307

Value:$290.5K

% of Portfolio:0.1% ($290.5K/$197.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:863

Value:$263.7K

% of Portfolio:0.1% ($263.7K/$197.3M)

VISA INC.

V|92826C839

Shares:679

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$197.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:814

Value:$199.6K

% of Portfolio:0.1% ($199.6K/$197.3M)

AT&T INC.

T|00206R102

Shares:7.0K

Value:$196.7K

% of Portfolio:0.1% ($196.7K/$197.3M)

NV5 Global, Inc.

NVEE|62945V109

Shares:10.0K

Value:$192.7K

% of Portfolio:0.1% ($192.7K/$197.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:326

Value:$170.9K

% of Portfolio:0.1% ($170.9K/$197.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:810

Value:$162.2K

% of Portfolio:0.1% ($162.2K/$197.3M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:1.7K

Value:$160.1K

% of Portfolio:0.1% ($160.1K/$197.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:2.6K

Value:$157.4K

% of Portfolio:0.1% ($157.4K/$197.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:1.3K

Value:$145.7K

% of Portfolio:0.1% ($145.7K/$197.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PFIZER INC(PFEcusip717081103)	75.3K	QoQ +43.13% (+22.7K) YoY +522.56% (+63.2K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$197.3M)	QoQ +36.71% (+$512.2K) YoY +469.12% (+$1.6M)
Tesla, Inc.(TSLAcusip88160R101)	6.9K	QoQ -10.59% (-815) YoY -27.60% (-2.6K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$197.3M)	QoQ -42.62% (-$1.3M) YoY +7.08% (-$117.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$197.3M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ +8.79% (+128) YoY +361.51% (+1.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$197.3M)	QoQ +16.40% (+$184.3K) YoY +401.29% (+$1.0M)
Alphabet Inc.(GOOGLcusip02079K305)	7.8K	QoQ -4.92% (-404) YoY -4.23% (-345)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$197.3M)	QoQ -22.33% (-$346.6K) YoY -4.76% (-$60.3K)
3M CO(MMMcusip88579Y101)	8.0K	QoQ +43.92% (+2.4K) YoY NEW(+8.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$197.3M)	QoQ +63.73% (+$455.9K) YoY NEW(+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +12.05% (+113) YoY +19.45% (+171)	All Managers (Combined)	$605.3K	0.3% ($605.3K/$197.3M)	QoQ +10.29% (+$56.5K) YoY +40.18% (+$173.5K)
(cusip775781206)✕	58.0K	QoQ +103.50% (+29.5K) YoY +231.42% (+40.5K)	All Managers (Combined)	$569.0K	0.3% ($569.0K/$197.3M)	QoQ +180.62% (+$366.2K) YoY +500.98% (+$474.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.7K	QoQ -28.14% (-1.5K) YoY -17.81% (-811)	All Managers (Combined)	$384.5K	0.2% ($384.5K/$197.3M)	QoQ -38.88% (-$244.6K) YoY -53.94% (-$450.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	307	QoQ 0.00% (+0) YoY +8.86% (+25)	All Managers (Combined)	$290.5K	0.1% ($290.5K/$197.3M)	QoQ +3.33% (+$9.4K) YoY +43.01% (+$87.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	863	QoQ +0.46% (+4) YoY -7.89% (-74)	All Managers (Combined)	$263.7K	0.1% ($263.7K/$197.3M)	QoQ +4.92% (+$12.4K) YoY +14.68% (-$33.8K)
VISA INC.(Vcusip92826C839)	679	QoQ +0.14% (+1) YoY -1.30% (-9)	All Managers (Combined)	$238.0K	0.1% ($238.0K/$197.3M)	QoQ +11.07% (+$23.7K) YoY +24.33% (-$46.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	814	QoQ -6.65% (-58) YoY -0.85% (-7)	All Managers (Combined)	$199.6K	0.1% ($199.6K/$197.3M)	QoQ -4.54% (-$9.5K) YoY +22.12% (-$36.1K)
AT&T INC.(Tcusip00206R102)	7.0K	QoQ +0.79% (+55) YoY +14.46% (+879)	All Managers (Combined)	$196.7K	0.1% ($196.7K/$197.3M)	QoQ +25.19% (+$39.6K) YoY +84.97% (+$90.3K)
NV5 Global, Inc.(NVEEcusip62945V109)	10.0K	QoQ +47.05% (+3.2K) YoY +488.23% (+8.3K)	All Managers (Combined)	$192.7K	0.1% ($192.7K/$197.3M)	QoQ +50.41% (+$64.6K) YoY +18.18% (+$29.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	326	QoQ -18.50% (-74) YoY -28.03% (-127)	All Managers (Combined)	$170.9K	0.1% ($170.9K/$197.3M)	QoQ -15.58% (-$31.5K) YoY -23.01% (-$51.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	810	QoQ +0.12% (+1) YoY +0.62% (+5)	All Managers (Combined)	$162.2K	0.1% ($162.2K/$197.3M)	QoQ +20.17% (+$27.2K) YoY +14.87% (+$21.0K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	1.7K	QoQ -6.46% (-115) YoY -6.46% (-115)	All Managers (Combined)	$160.1K	0.1% ($160.1K/$197.3M)	QoQ -2.58% (-$4.2K) YoY -2.53% (-$4.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	2.6K	QoQ +5.15% (+125) YoY +50.41% (+855)	All Managers (Combined)	$157.4K	0.1% ($157.4K/$197.3M)	QoQ +9.61% (+$13.8K) YoY +85.56% (+$72.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	1.3K	QoQ -2.25% (-30) YoY +0.54% (+7)	All Managers (Combined)	$145.7K	0.1% ($145.7K/$197.3M)	QoQ +18.56% (-$22.8K) YoY +54.60% (+$51.5K)