Financial Avengers, Inc. Diversified Active

CIK: 0001844393 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 5, 2021

Total Value ($000): $121,986 (100.0% shares, 0.0% debt)

Holdings (165)

AMZN AMAZON.COM INC 18.7%
Value ($000) $22,854 Shares 7,017 Est. Cost $159.58 Unrealized 0.0%
AAPL APPLE INC 14.5%
Value ($000) $17,680 Shares 133,243 Est. Cost $117.01 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 7.0%
Value ($000) $8,509 Shares 160,434 Est. Cost $42.34 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 6.7%
Value ($000) $8,219 Shares 39,759 Est. Cost $220.20 Unrealized 0.0%
GOOG ALPHABET INC. CLASS C 6.6%
Value ($000) $8,020 Shares 4,578 Est. Cost $83.74 Unrealized 0.0%
DIS WALT DISNEY CO 4.9%
Value ($000) $6,000 Shares 33,118 Est. Cost $140.23 Unrealized 0.0%
BAC BANK OF AMERICA CORP 4.8%
Value ($000) $5,802 Shares 191,408 Est. Cost $23.66 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 4.3%
Value ($000) $5,235 Shares 33,264 Est. Cost $127.53 Unrealized 0.0%
TSLA TESLA INC 4.1%
Value ($000) $4,987 Shares 7,067 Est. Cost $170.65 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 4.0%
Value ($000) $4,862 Shares 40,214 Est. Cost $103.86 Unrealized 0.0%
T A T & T INC 3.8%
Value ($000) $4,594 Shares 159,739 Est. Cost $15.38 Unrealized 0.0%
PG PROCTER & GAMBLE 3.6%
Value ($000) $4,450 Shares 31,982 Est. Cost $123.16 Unrealized 0.0%
INTC INTEL CORP 3.6%
Value ($000) $4,404 Shares 88,407 Est. Cost $44.02 Unrealized 0.0%
F FORD MOTOR CO 3.3%
Value ($000) $4,013 Shares 456,597 Est. Cost $6.35 Unrealized 0.0%
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,102 Shares 9,451 Est. Cost $206.04 Unrealized 0.0%
NVDA NVIDIA CORP 1.2%
Value ($000) $1,505 Shares 2,881 Est. Cost $13.35 Unrealized 0.0%
1/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK A 0.9%
Value ($000) $1,043 Shares 300 Est. Cost $3476.67 Unrealized
SBUX STARBUCKS CORP 0.8%
Value ($000) $950 Shares 8,879 Est. Cost $85.15 Unrealized 0.0%
GOOGL ALPHABET INC. CLASS A 0.5%
Value ($000) $553 Shares 315 Est. Cost $83.49 Unrealized 0.0%
VZ VERIZON COMMUNICATN 0.4%
Value ($000) $531 Shares 9,043 Est. Cost $43.98 Unrealized 0.0%
CRM SALESFORCE COM 0.3%
Value ($000) $392 Shares 1,761 Est. Cost $240.26 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $255 Shares 6,927 Est. Cost $28.63 Unrealized 0.0%
META FACEBOOK INC CLASS A 0.2%
Value ($000) $193 Shares 705 Est. Cost $272.24 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICA 0.1%
Value ($000) $181 Shares 765 Est. Cost $229.44 Unrealized 0.0%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $176 Shares 998 Est. Cost $147.45 Unrealized 0.0%
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $174 Shares 497 Est. Cost $308.19 Unrealized 0.0%
NKE NIKE INC CLASS B 0.1%
Value ($000) $171 Shares 1,210 Est. Cost $123.21 Unrealized 0.0%
XILINX INC 0.1%
Value ($000) $166 Shares 1,169 Est. Cost $142.00 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $145 Shares 2,493 Est. Cost $49.35 Unrealized 0.0%
SVB FINL GROUP 0.1%
Value ($000) $136 Shares 350 Est. Cost $388.57 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $115 Shares 1,050 Est. Cost $99.26 Unrealized 0.0%
TOTL SPDR DOUBLELINE TTL RTRNTTCL ETF 0.1%
Value ($000) $111 Shares 2,250 Est. Cost $49.33 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $105 Shares 195 Est. Cost $50.70 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD F 0.1%
Value ($000) $104 Shares 2,880 Est. Cost $31.21 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $101 Shares 381 Est. Cost $242.47 Unrealized 0.0%
SFIX STITCH FIX INC CLASS A 0.1%
Value ($000) $100 Shares 1,700 Est. Cost $42.79 Unrealized 0.0%
V VISA INC CLASS A 0.1%
Value ($000) $99 Shares 452 Est. Cost $197.22 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $97 Shares 1,574 Est. Cost $42.37 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INCORPOR 0.1%
Value ($000) $94 Shares 400 Est. Cost $206.72 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $89 Shares 600 Est. Cost $25.28 Unrealized 0.0%
BYND BEYOND MEAT INC 0.1%
Value ($000) $87 Shares 695 Est. Cost $150.83 Unrealized 0.0%
OMCL OMNICELL INC 0.1%
Value ($000) $72 Shares 600 Est. Cost $98.08 Unrealized 0.0%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $70 Shares 186 Est. Cost $347.39 Unrealized 0.0%
SHOP SHOPIFY INC FCLASS A 0.1%
Value ($000) $70 Shares 62 Est. Cost $104.97 Unrealized 0.0%
ACTIVISION BLIZZARD 0.1%
Value ($000) $70 Shares 758 Est. Cost $92.35 Unrealized
SSNC SS&C TECHNOLOGS HLDG 0.1%
Value ($000) $66 Shares 907 Est. Cost $67.03 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $63 Shares 382 Est. Cost $134.60 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $63 Shares 5,792 Est. Cost $10.88 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $58 Shares 454 Est. Cost $98.14 Unrealized 0.0%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $57 Shares 2,900 Est. Cost $19.66 Unrealized
LYFT LYFT INC CLASS A 0.0%
Value ($000) $57 Shares 1,157 Est. Cost $36.39 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $56 Shares 375 Est. Cost $121.24 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $56 Shares 331 Est. Cost $141.36 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $54 Shares 392 Est. Cost $56.21 Unrealized 0.0%
MDB MONGODB INC CLASS A 0.0%
Value ($000) $54 Shares 150 Est. Cost $279.28 Unrealized 0.0%
ZYNGA INC CLASS A 0.0%
Value ($000) $54 Shares 5,500 Est. Cost $9.82 Unrealized
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $53 Shares 1,009 Est. Cost $41.66 Unrealized 0.0%
KO THE COCA-COLA CO 0.0%
Value ($000) $50 Shares 906 Est. Cost $44.27 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY F 0.0%
Value ($000) $47 Shares 150 Est. Cost $282.20 Unrealized 0.0%
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $45 Shares 401 Est. Cost $112.22 Unrealized
NTNL INSTRUMENTS 0.0%
Value ($000) $45 Shares 1,026 Est. Cost $43.86 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $43 Shares 501 Est. Cost $85.83 Unrealized
USB U S BANCORP 0.0%
Value ($000) $42 Shares 906 Est. Cost $33.86 Unrealized 0.0%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $41 Shares 50 Est. Cost $248.30 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $40 Shares 181 Est. Cost $196.00 Unrealized 0.0%
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $40 Shares 3,394 Est. Cost $11.79 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $38 Shares 216 Est. Cost $144.87 Unrealized 0.0%
GRIFFIN AMERICAN HEALTHCARE REIT III INC 0.0%
Value ($000) $38 Shares 4,000 Est. Cost $9.50 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $38 Shares 411 Est. Cost $72.61 Unrealized 0.0%
LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 3,402 Est. Cost $9.70 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $32 Shares 770 Est. Cost $37.51 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $30 Shares 412 Est. Cost $64.61 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $29 Shares 810 Est. Cost $30.87 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $29 Shares 700 Est. Cost $26.69 Unrealized 0.0%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $29 Shares 250 Est. Cost $95.08 Unrealized 0.0%
MRK MERCK & CO. INC. 0.0%
Value ($000) $28 Shares 340 Est. Cost $64.85 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $27 Shares 478 Est. Cost $44.68 Unrealized 0.0%
EQR EQUITY RESIDENTIAL REIT 0.0%
Value ($000) $27 Shares 463 Est. Cost $46.26 Unrealized 0.0%
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value ($000) $27 Shares 100 Est. Cost $280.15 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $26 Shares 146 Est. Cost $117.52 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $23 Shares 846 Est. Cost $24.44 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $22 Shares 145 Est. Cost $130.99 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $86.71 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $22 Shares 151 Est. Cost $45.24 Unrealized 0.0%
KBS GROWTH & INCOME REIT INC CLASS A 0.0%
Value ($000) $22 Shares 4,578 Est. Cost $4.81 Unrealized
LEVI LEVI STRAUSS & CO NEW CLASS A 0.0%
Value ($000) $22 Shares 1,114 Est. Cost $15.72 Unrealized 0.0%
CDK GLOBAL INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.50 Unrealized
SILA REALTY TRUST INC CLASS A 0.0%
Value ($000) $20 Shares 2,300 Est. Cost $8.70 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $19 Shares 219 Est. Cost $70.69 Unrealized 0.0%
CVX CHEVRON CORP 0.0%
Value ($000) $18 Shares 215 Est. Cost $65.02 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $17 Shares 23 Est. Cost $226.70 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 108 Est. Cost $124.71 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $16 Shares 847 Est. Cost $13.33 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $16 Shares 309 Est. Cost $46.69 Unrealized 0.0%
CLX CLOROX CO 0.0%
Value ($000) $15 Shares 75 Est. Cost $176.37 Unrealized 0.0%
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.00 Unrealized
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $14 Shares 656 Est. Cost $21.34 Unrealized
IRM IRON MTN INC NEW REIT 0.0%
Value ($000) $14 Shares 488 Est. Cost $22.13 Unrealized 0.0%
SEAGEN INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $175.00 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $483.11 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.0%
Value ($000) $13 Shares 101 Est. Cost $128.71 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $13 Shares 93 Est. Cost $115.97 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $13 Shares 50 Est. Cost $251.15 Unrealized 0.0%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $12 Shares 290 Est. Cost $41.38 Unrealized
ZM ZOOM VIDEO COMMUNICATION 0.0%
Value ($000) $12 Shares 35 Est. Cost $445.83 Unrealized 0.0%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $12 Shares 315 Est. Cost $31.24 Unrealized 0.0%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $11 Shares 51 Est. Cost $178.06 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $11 Shares 65 Est. Cost $147.19 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $178.40 Unrealized 0.0%
BMO BANK MONTREAL QUE F 0.0%
Value ($000) $11 Shares 150 Est. Cost $55.41 Unrealized 0.0%
CRI CARTERS INC 0.0%
Value ($000) $10 Shares 111 Est. Cost $72.85 Unrealized 0.0%
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $10 Shares 41 Est. Cost $214.58 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $10 Shares 250 Est. Cost $35.38 Unrealized 0.0%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $9 Shares 43 Est. Cost $198.05 Unrealized 0.0%
AMARIN CORP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $9 Shares 1,800 Est. Cost $5.00 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
PSA PUBLIC STORAGE REIT 0.0%
Value ($000) $9 Shares 39 Est. Cost $183.60 Unrealized 0.0%
NUVEEN PREFERRED INCOME 0.0%
Value ($000) $8 Shares 869 Est. Cost $9.21 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $8 Shares 51 Est. Cost $148.05 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $121.81 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $8 Shares 607 Est. Cost $9.94 Unrealized 0.0%
XEL XCEL ENERGY INC MINN 0.0%
Value ($000) $7 Shares 108 Est. Cost $59.11 Unrealized 0.0%
IBM IBM CORP 0.0%
Value ($000) $7 Shares 52 Est. Cost $93.41 Unrealized 0.0%
EIX EDISON INTERNTNL 0.0%
Value ($000) $7 Shares 118 Est. Cost $47.82 Unrealized 0.0%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $7 Shares 20 Est. Cost $323.35 Unrealized 0.0%
TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $7 Shares 158 Est. Cost $35.27 Unrealized 0.0%
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $7 Shares 89 Est. Cost $55.00 Unrealized 0.0%
COTY COTY INC CLASS A 0.0%
Value ($000) $7 Shares 1,032 Est. Cost $5.15 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $7 Shares 113 Est. Cost $50.03 Unrealized 0.0%
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $7 Shares 51 Est. Cost $29.29 Unrealized 0.0%
GLAXOSMITHKLINE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $6 Shares 101 Est. Cost $50.13 Unrealized 0.0%
FGFI FIRST GREENWICH FINL INC 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.52 Unrealized 0.0%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $6 Shares 132 Est. Cost $40.31 Unrealized 0.0%
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $6 Shares 35 Est. Cost $171.43 Unrealized
ABNB AIRBNB INC CLASS A 0.0%
Value ($000) $6 Shares 40 Est. Cost $147.63 Unrealized 0.0%
TWITTER INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
WPC W.P. CAREY INC. REIT 0.0%
Value ($000) $5 Shares 67 Est. Cost $74.63 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $5 Shares 233 Est. Cost $18.13 Unrealized 0.0%
SAM BOSTON BEER CO INC CLASS A 0.0%
Value ($000) $4 Shares 4 Est. Cost $959.73 Unrealized 0.0%
ASAN ASANA INC CLASS A 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.57 Unrealized 0.0%
BOX BOX INC CLASS A 0.0%
Value ($000) $3 Shares 150 Est. Cost $17.42 Unrealized 0.0%
QNCX CORTEXYME I N C 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.30 Unrealized 0.0%
FIRST TRUST INT DUR PRF 0.0%
Value ($000) $3 Shares 133 Est. Cost $22.56 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.36 Unrealized 0.0%
AKTSQ AKOUSTIS TECHNOLOGIES IN 0.0%
Value ($000) $3 Shares 250 Est. Cost $8.77 Unrealized 0.0%
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $2 Shares 24 Est. Cost $86.30 Unrealized 0.0%
CSL CARLISLE CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $132.46 Unrealized 0.0%
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $2 Shares 11 Est. Cost $155.43 Unrealized 0.0%
PBI PITNEY BOWES INC 0.0%
Value ($000) $2 Shares 342 Est. Cost $6.01 Unrealized 0.0%
MAXAR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.18 Unrealized 0.0%
FIRST TRUST MLP AND ENER 0.0%
Value ($000) $1 Shares 166 Est. Cost $6.02 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 9 Est. Cost $66.42 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $119.35 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.92 Unrealized 0.0%
AMERICAN INTL GRO 21 WTSWARRANTS EXERCISE EXP: 01/19/21 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
BRISTOL-MYERS SQUIBB RTSRIGHTS EXP 0.0%
Value ($000) $0 Shares 110 Est. Cost Unrealized
PENN REAL EST REIT 0.0%
Value ($000) $0 Shares 456 Est. Cost Unrealized
MOTORS LIQUIDATION CO GU 0.0%
Value ($000) $0 Shares 36 Est. Cost Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $0 Shares 54 Est. Cost Unrealized