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:

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NETFLIX INC

NFLX|64110L106

Shares:155

Value:$144.5K

% of Portfolio:0.1% ($144.5K/$197.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:546

Value:$135.7K

% of Portfolio:0.1% ($135.7K/$197.3M)

HOME DEPOT, INC.

HD|437076102

Shares:317

Value:$116.3K

% of Portfolio:0.1% ($116.3K/$197.3M)

Fortinet, Inc.

FTNT|34959E109

Shares:1.2K

Value:$115.5K

% of Portfolio:0.1% ($115.5K/$197.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:719

Value:$95.4K

% of Portfolio:0.0% ($95.4K/$197.3M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:522

Value:$93.9K

% of Portfolio:0.0% ($93.9K/$197.3M)

DROPBOX, INC.

DBX|26210C104

Shares:3.4K

Value:$90.4K

% of Portfolio:0.0% ($90.4K/$197.3M)

Broadcom Inc.

AVGO|11135F101

Shares:498

Value:$83.4K

% of Portfolio:0.0% ($83.4K/$197.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:701

Value:$76.6K

% of Portfolio:0.0% ($76.6K/$197.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:151

Value:$75.1K

% of Portfolio:0.0% ($75.1K/$197.3M)

GE Vernova Inc.

GEV|36828A101

Shares:243

Value:$74.2K

% of Portfolio:0.0% ($74.2K/$197.3M)

Autodesk, Inc.

ADSK|052769106

Shares:278

Value:$72.8K

% of Portfolio:0.0% ($72.8K/$197.3M)

NIKE, Inc.

NKE|654106103

Shares:1.1K

Value:$70.2K

% of Portfolio:0.0% ($70.2K/$197.3M)

CLOROX CO /DE/

CLX|189054109

Shares:461

Value:$67.9K

% of Portfolio:0.0% ($67.9K/$197.3M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:140

Value:$67.9K

% of Portfolio:0.0% ($67.9K/$197.3M)

COCA COLA CO

KO|191216100

Shares:871

Value:$62.4K

% of Portfolio:0.0% ($62.4K/$197.3M)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

Shares:4.0K

Value:$59.5K

% of Portfolio:0.0% ($59.5K/$197.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:120

Value:$59.4K

% of Portfolio:0.0% ($59.4K/$197.3M)

CORNING INC /NY

GLW|219350105

Shares:1.3K

Value:$58.9K

% of Portfolio:0.0% ($58.9K/$197.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:100

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$197.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	155	QoQ 0.00% (+0) YoY +10.71% (+15)	All Managers (Combined)	$144.5K	0.1% ($144.5K/$197.3M)	QoQ +4.62% (+$6.4K) YoY +68.06% (+$58.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	546	QoQ +0.73% (+4) YoY +3.21% (+17)	All Managers (Combined)	$135.7K	0.1% ($135.7K/$197.3M)	QoQ +13.82% (+$16.5K) YoY +35.16% (+$35.3K)
HOME DEPOT, INC.(HDcusip437076102)	317	QoQ -7.58% (-26) YoY -8.64% (-30)	All Managers (Combined)	$116.3K	0.1% ($116.3K/$197.3M)	QoQ -12.92% (-$17.3K) YoY -8.99% (-$11.5K)
Fortinet, Inc.(FTNTcusip34959E109)	1.2K	QoQ -14.28% (-200) YoY -20.00% (-300)	All Managers (Combined)	$115.5K	0.1% ($115.5K/$197.3M)	QoQ -12.67% (-$16.8K) YoY +13.54% (-$13.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	719	QoQ +0.41% (+3) YoY +1.98% (+14)	All Managers (Combined)	$95.4K	0.0% ($95.4K/$197.3M)	QoQ +17.80% (+$14.4K) YoY +20.66% (+$16.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	522	QoQ -4.04% (-22) YoY +35.93% (+138)	All Managers (Combined)	$93.9K	0.0% ($93.9K/$197.3M)	QoQ -8.03% (-$8.2K) YoY +41.21% (+$27.4K)
DROPBOX, INC.(DBXcusip26210C104)	3.4K	QoQ 0.00% (-0) YoY -12.27% (-474)	All Managers (Combined)	$90.4K	0.0% ($90.4K/$197.3M)	QoQ -11.08% (-$11.3K) YoY -3.62% (-$3.4K)
Broadcom Inc.(AVGOcusip11135F101)	498	QoQ +5.50% (-26) YoY +2390.00% (+478)	All Managers (Combined)	$83.4K	0.0% ($83.4K/$197.3M)	QoQ -23.83% (-$26.1K) YoY +207.72% (+$56.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	701	QoQ -31.20% (-318) YoY -30.66% (-310)	All Managers (Combined)	$76.6K	0.0% ($76.6K/$197.3M)	QoQ -18.51% (-$17.4K) YoY -10.38% (-$8.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	151	QoQ 0.00% (-0) YoY -16.11% (-29)	All Managers (Combined)	$75.1K	0.0% ($75.1K/$197.3M)	QoQ -4.28% (-$3.4K) YoY -27.94% (-$29.1K)
GE Vernova Inc.(GEVcusip36828A101)	243	QoQ 0.00% (-0) YoY NEW(+243)	All Managers (Combined)	$74.2K	0.0% ($74.2K/$197.3M)	QoQ -7.14% (-$5.7K) YoY NEW(+$74.2K)
Autodesk, Inc.(ADSKcusip052769106)	278	QoQ 0.00% (-0) YoY +26.36% (+58)	All Managers (Combined)	$72.8K	0.0% ($72.8K/$197.3M)	QoQ -11.42% (-$9.4K) YoY +27.51% (+$15.7K)
NIKE, Inc.(NKEcusip654106103)	1.1K	QoQ -9.55% (-117) YoY -8.36% (-101)	All Managers (Combined)	$70.2K	0.0% ($70.2K/$197.3M)	QoQ -24.17% (-$22.4K) YoY -37.19% (-$41.6K)
CLOROX CO /DE/(CLXcusip189054109)	461	QoQ +0.87% (-4) YoY +35.58% (+121)	All Managers (Combined)	$67.9K	0.0% ($67.9K/$197.3M)	QoQ -8.59% (-$6.4K) YoY +31.58% (+$16.3K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	140	QoQ -6.66% (-10) YoY -6.66% (-10)	All Managers (Combined)	$67.9K	0.0% ($67.9K/$197.3M)	QoQ +12.36% (-$7.5K) YoY +7.61% (-$4.8K)
COCA COLA CO(KOcusip191216100)	871	QoQ -3.86% (-35) YoY -2.89% (-26)	All Managers (Combined)	$62.4K	0.0% ($62.4K/$197.3M)	QoQ +10.59% (-$6.0K) YoY +14.70% (-$8.0K)
TAKEDA PHARMACEUTICAL CO LTD(TAKcusip874060205)	4.0K	QoQ -35.59% (-2.2K) YoY +40.05% (+1.1K)	All Managers (Combined)	$59.5K	0.0% ($59.5K/$197.3M)	QoQ -27.66% (-$22.8K) YoY +52.34% (+$20.4K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	120	QoQ -7.69% (-10) YoY -7.69% (-10)	All Managers (Combined)	$59.4K	0.0% ($59.4K/$197.3M)	QoQ -12.41% (-$8.4K) YoY +15.77% (-$8.1K)
CORNING INC /NY(GLWcusip219350105)	1.3K	QoQ +0.39% (-5) YoY +67.57% (+519)	All Managers (Combined)	$58.9K	0.0% ($58.9K/$197.3M)	QoQ -3.30% (-$2.0K) YoY +135.00% (+$33.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$197.3M)	QoQ NEW(+$55.9K) YoY NEW(+$55.9K)