Financial Avengers, Inc. Diversified Active

CIK: 0001844393 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $133,541 (100.0% shares, 0.0% debt)

Holdings (159)

AMZN AMAZON.COM INC 16.3%
Value ($000) $21,832 Shares 7,056 Est. Cost $159.58 Unrealized -0.7%
AAPL APPLE INC 12.1%
Value ($000) $16,173 Shares 132,402 Est. Cost $117.01 Unrealized +6.9%
SCHW CHARLES SCHWAB CORP 8.0%
Value ($000) $10,644 Shares 163,305 Est. Cost $42.60 Unrealized +33.6%
BRK/B BERKSHIRE HATHAWAY CLASS B 7.8%
Value ($000) $10,383 Shares 40,644 Est. Cost $220.70 Unrealized +10.0%
GOOG ALPHABET INC. CLASS C 7.1%
Value ($000) $9,466 Shares 4,576 Est. Cost $83.74 Unrealized +17.6%
BAC BANK OF AMERICA CORP 5.6%
Value ($000) $7,493 Shares 193,668 Est. Cost $23.74 Unrealized +29.1%
DIS WALT DISNEY CO 5.0%
Value ($000) $6,618 Shares 35,867 Est. Cost $143.29 Unrealized +25.7%
JNJ JOHNSON & JOHNSON 4.6%
Value ($000) $6,093 Shares 37,075 Est. Cost $128.89 Unrealized +9.2%
AXP AMERICAN EXPRESS CO 4.4%
Value ($000) $5,919 Shares 41,848 Est. Cost $104.66 Unrealized +18.8%
INTC INTEL CORP 4.3%
Value ($000) $5,745 Shares 89,770 Est. Cost $44.17 Unrealized +22.5%
F FORD MOTOR CO 4.2%
Value ($000) $5,562 Shares 454,063 Est. Cost $6.35 Unrealized +36.7%
T A T & T INC 3.8%
Value ($000) $5,086 Shares 168,028 Est. Cost $15.42 Unrealized +4.7%
PG PROCTER & GAMBLE 3.3%
Value ($000) $4,376 Shares 32,309 Est. Cost $123.09 Unrealized -6.0%
TSLA TESLA INC 2.5%
Value ($000) $3,378 Shares 5,057 Est. Cost $170.65 Unrealized +47.1%
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,508 Shares 10,639 Est. Cost $207.92 Unrealized +7.2%
NVDA NVIDIA CORP 1.7%
Value ($000) $2,227 Shares 4,171 Est. Cost $13.37 Unrealized +0.3%
SBUX STARBUCKS CORP 1.0%
Value ($000) $1,322 Shares 12,099 Est. Cost $87.51 Unrealized +7.4%
VZ VERIZON COMMUNICATN 0.7%
Value ($000) $941 Shares 16,189 Est. Cost $43.22 Unrealized -2.2%
GOOGL ALPHABET INC. CLASS A 0.5%
Value ($000) $665 Shares 322 Est. Cost $83.81 Unrealized +16.9%
1/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK A 0.3%
Value ($000) $386 Shares 100 Est. Cost $3476.67 Unrealized
CRM SALESFORCE COM 0.3%
Value ($000) $373 Shares 1,761 Est. Cost $240.26 Unrealized -8.5%
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.3%
Value ($000) $346 Shares 11,000 Est. Cost $31.45 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $255 Shares 7,038 Est. Cost $28.62 Unrealized -2.1%
META FACEBOOK INC CLASS A 0.2%
Value ($000) $208 Shares 705 Est. Cost $272.24 Unrealized -1.8%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $200 Shares 1,665 Est. Cost $102.72 Unrealized +5.8%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $189 Shares 1,003 Est. Cost $147.45 Unrealized +6.2%
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $183 Shares 492 Est. Cost $308.19 Unrealized +3.7%
LYFT LYFT INC CLASS A 0.1%
Value ($000) $178 Shares 2,816 Est. Cost $47.84 Unrealized +16.7%
SVB FINL GROUP 0.1%
Value ($000) $173 Shares 350 Est. Cost $388.57 Unrealized
EPD ENTERPRISE PRODS PART LP 0.1%
Value ($000) $170 Shares 7,700 Est. Cost $21.17 Unrealized
VRTX VERTEX PHARMACEUTICA 0.1%
Value ($000) $164 Shares 761 Est. Cost $229.44 Unrealized -4.3%
NKE NIKE INC CLASS B 0.1%
Value ($000) $161 Shares 1,210 Est. Cost $123.21 Unrealized +5.2%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $159 Shares 400 Est. Cost $397.50 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $153 Shares 2,363 Est. Cost $49.35 Unrealized +8.1%
XILINX INC 0.1%
Value ($000) $124 Shares 1,001 Est. Cost $142.00 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.1%
Value ($000) $115 Shares 475 Est. Cost $213.86 Unrealized +17.8%
C CITIGROUP INC 0.1%
Value ($000) $115 Shares 1,586 Est. Cost $42.37 Unrealized +32.6%
FTNT FORTINET INC 0.1%
Value ($000) $111 Shares 600 Est. Cost $25.28 Unrealized +29.4%
ACGL ARCH CAP GROUP LTD F 0.1%
Value ($000) $109 Shares 2,830 Est. Cost $31.21 Unrealized +8.4%
HD HOME DEPOT INC 0.1%
Value ($000) $104 Shares 342 Est. Cost $242.47 Unrealized +0.8%
SHOP SHOPIFY INC FCLASS A 0.1%
Value ($000) $103 Shares 93 Est. Cost $110.25 Unrealized +9.6%
V VISA INC CLASS A 0.1%
Value ($000) $103 Shares 485 Est. Cost $197.62 Unrealized +2.8%
NFLX NETFLIX INC 0.1%
Value ($000) $99 Shares 190 Est. Cost $50.70 Unrealized +4.6%
BYND BEYOND MEAT INC 0.1%
Value ($000) $97 Shares 745 Est. Cost $150.58 Unrealized -2.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $84 Shares 552 Est. Cost $103.31 Unrealized +23.2%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $79 Shares 223 Est. Cost $344.46 Unrealized -4.3%
GENERAL ELECTRIC CO 0.1%
Value ($000) $78 Shares 5,976 Est. Cost $10.94 Unrealized
OMCL OMNICELL INC 0.1%
Value ($000) $78 Shares 600 Est. Cost $98.08 Unrealized +30.8%
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $78 Shares 415 Est. Cost $181.65 Unrealized +2.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $73 Shares 384 Est. Cost $134.60 Unrealized +12.5%
TOTL SPDR DOUBLELINE TTL RTRNTTCL ETF 0.1%
Value ($000) $72 Shares 1,500 Est. Cost $49.33 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.1%
Value ($000) $70 Shares 600 Est. Cost $116.67 Unrealized
ACTIVISION BLIZZARD 0.1%
Value ($000) $70 Shares 758 Est. Cost $92.35 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $66 Shares 427 Est. Cost $57.14 Unrealized +18.2%
SSNC SS&C TECHNOLOGS HLDG 0.0%
Value ($000) $64 Shares 909 Est. Cost $67.03 Unrealized +0.8%
LLY LILLY ELI & CO 0.0%
Value ($000) $62 Shares 333 Est. Cost $141.36 Unrealized +31.6%
ZYNGA INC CLASS A 0.0%
Value ($000) $56 Shares 5,500 Est. Cost $9.82 Unrealized
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $55 Shares 1,013 Est. Cost $41.66 Unrealized +10.8%
SFIX STITCH FIX INC CLASS A 0.0%
Value ($000) $54 Shares 1,100 Est. Cost $42.79 Unrealized +64.5%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.0%
Value ($000) $53 Shares 397 Est. Cost $132.28 Unrealized
USB U S BANCORP 0.0%
Value ($000) $51 Shares 914 Est. Cost $33.86 Unrealized +19.1%
KO THE COCA-COLA CO 0.0%
Value ($000) $48 Shares 906 Est. Cost $44.27 Unrealized -2.0%
TGT TARGET CORP 0.0%
Value ($000) $43 Shares 217 Est. Cost $144.87 Unrealized +12.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $42 Shares 414 Est. Cost $101.45 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $41 Shares 182 Est. Cost $196.00 Unrealized +1.4%
GM GENERAL MOTORS CO 0.0%
Value ($000) $40 Shares 703 Est. Cost $37.51 Unrealized +36.6%
HAS HASBRO INC 0.0%
Value ($000) $40 Shares 414 Est. Cost $72.61 Unrealized +7.6%
ALLIANCEBERNSTEIN GLBL H 0.0%
Value ($000) $40 Shares 3,394 Est. Cost $11.79 Unrealized
SPOT SPOTIFY TECHNOLOGY F 0.0%
Value ($000) $40 Shares 150 Est. Cost $282.20 Unrealized +10.5%
PEP PEPSICO INC 0.0%
Value ($000) $39 Shares 275 Est. Cost $121.24 Unrealized -2.7%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $38 Shares 401 Est. Cost $85.83 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $37 Shares 50 Est. Cost $248.30 Unrealized +1.3%
MDB MONGODB INC CLASS A 0.0%
Value ($000) $36 Shares 135 Est. Cost $279.28 Unrealized +26.9%
NTNL INSTRUMENTS 0.0%
Value ($000) $35 Shares 807 Est. Cost $43.86 Unrealized
GLW CORNING INC 0.0%
Value ($000) $35 Shares 815 Est. Cost $30.87 Unrealized +8.8%
GRIFFIN AMERICAN HEALTHCARE REIT III INC 0.0%
Value ($000) $34 Shares 4,000 Est. Cost $9.50 Unrealized
EQR EQUITY RESIDENTIAL REIT 0.0%
Value ($000) $33 Shares 467 Est. Cost $46.26 Unrealized +18.4%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $31 Shares 417 Est. Cost $64.55 Unrealized -8.4%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $30 Shares 250 Est. Cost $95.08 Unrealized +7.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $29 Shares 219 Est. Cost $70.69 Unrealized +49.5%
EVRG EVERGY INC 0.0%
Value ($000) $29 Shares 482 Est. Cost $44.68 Unrealized +1.7%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $28 Shares 856 Est. Cost $24.53 Unrealized +30.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $28 Shares 2,132 Est. Cost $10.83 Unrealized 0.0%
LEVI LEVI STRAUSS & CO NEW CLASS A 0.0%
Value ($000) $27 Shares 1,116 Est. Cost $15.72 Unrealized +25.2%
MRK MERCK & CO. INC. 0.0%
Value ($000) $26 Shares 343 Est. Cost $64.85 Unrealized -2.8%
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value ($000) $26 Shares 100 Est. Cost $280.15 Unrealized -0.6%
WMT WALMART INC 0.0%
Value ($000) $25 Shares 184 Est. Cost $44.90 Unrealized -3.5%
HSY HERSHEY CO 0.0%
Value ($000) $23 Shares 146 Est. Cost $130.99 Unrealized +2.3%
IBM IBM CORP 0.0%
Value ($000) $23 Shares 174 Est. Cost $96.68 Unrealized +1.4%
CVX CHEVRON CORP 0.0%
Value ($000) $23 Shares 218 Est. Cost $65.22 Unrealized +22.0%
CDK GLOBAL INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $52.50 Unrealized
BOND PIMCO ACTIVE BOND ETF 0.0%
Value ($000) $22 Shares 201 Est. Cost $112.22 Unrealized
KBS GROWTH & INCOME REIT INC CLASS A 0.0%
Value ($000) $22 Shares 4,578 Est. Cost $4.81 Unrealized
SILA REALTY TRUST INC CLASS A 0.0%
Value ($000) $20 Shares 2,300 Est. Cost $8.70 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $20 Shares 225 Est. Cost $86.71 Unrealized +5.8%
EBAY EBAY INC 0.0%
Value ($000) $19 Shares 310 Est. Cost $46.69 Unrealized +13.9%
IRM IRON MTN INC NEW REIT 0.0%
Value ($000) $18 Shares 499 Est. Cost $22.24 Unrealized +22.4%
SHW SHERWIN WILLIAMS CO FORWARD SPLIT WITH STOCK SPLIT SHARES 0.0%
Value ($000) $17 Shares 23 Est. Cost $226.70 Unrealized +0.6%
FDX FEDEX CORP 0.0%
Value ($000) $17 Shares 60 Est. Cost $248.33 Unrealized -5.7%
WALGREENS BOOTS ALLI 0.0%
Value ($000) $16 Shares 293 Est. Cost $41.51 Unrealized
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $15 Shares 317 Est. Cost $31.24 Unrealized +23.6%
MMM 3M CO 0.0%
Value ($000) $15 Shares 79 Est. Cost $117.52 Unrealized +6.4%
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.00 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $15 Shares 75 Est. Cost $176.37 Unrealized -6.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $14 Shares 300 Est. Cost $36.66 Unrealized +17.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $14 Shares 109 Est. Cost $124.71 Unrealized +4.0%
BMO BANK MONTREAL QUE F 0.0%
Value ($000) $13 Shares 150 Est. Cost $55.41 Unrealized +20.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $13 Shares 94 Est. Cost $115.91 Unrealized -4.4%
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $13 Shares 601 Est. Cost $21.34 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $12 Shares 833 Est. Cost $13.33 Unrealized -0.1%
ADBE ADOBE INC 0.0%
Value ($000) $12 Shares 25 Est. Cost $483.11 Unrealized -3.2%
QRVO QORVO INC 0.0%
Value ($000) $12 Shares 65 Est. Cost $147.19 Unrealized +19.3%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 200 Est. Cost $60.00 Unrealized
SEAGEN INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $175.00 Unrealized
AMARIN CORP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 1,800 Est. Cost $5.00 Unrealized
ZM ZOOM VIDEO COMMUNICATION 0.0%
Value ($000) $11 Shares 35 Est. Cost $445.83 Unrealized -17.4%
COTY COTY INC CLASS A 0.0%
Value ($000) $11 Shares 1,232 Est. Cost $5.55 Unrealized +37.4%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $11 Shares 53 Est. Cost $179.10 Unrealized +6.5%
CRI CARTERS INC 0.0%
Value ($000) $10 Shares 111 Est. Cost $72.85 Unrealized +5.1%
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $10 Shares 41 Est. Cost $214.58 Unrealized +5.1%
PSA PUBLIC STORAGE REIT 0.0%
Value ($000) $10 Shares 39 Est. Cost $183.60 Unrealized +2.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $10 Shares 617 Est. Cost $9.96 Unrealized +16.0%
NUVEEN PREFERRED INCOME 0.0%
Value ($000) $8 Shares 869 Est. Cost $9.21 Unrealized
TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $8 Shares 132 Est. Cost $40.31 Unrealized +22.8%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $8 Shares 159 Est. Cost $35.27 Unrealized +15.1%
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $8 Shares 90 Est. Cost $55.17 Unrealized +27.9%
FGFI FIRST GREENWICH FINL INC 0.0%
Value ($000) $7 Shares 600 Est. Cost $10.52 Unrealized +6.6%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $7 Shares 114 Est. Cost $50.03 Unrealized +2.0%
EIX EDISON INTERNTNL 0.0%
Value ($000) $7 Shares 119 Est. Cost $47.82 Unrealized -1.5%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $7 Shares 20 Est. Cost $323.35 Unrealized +5.0%
TWITTER INC 0.0%
Value ($000) $7 Shares 113 Est. Cost $51.37 Unrealized
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $7 Shares 102 Est. Cost $30.16 Unrealized +2.9%
XEL XCEL ENERGY INC MINN 0.0%
Value ($000) $7 Shares 109 Est. Cost $59.11 Unrealized -8.6%
GLAXOSMITHKLINE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $6 Shares 175 Est. Cost $34.29 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $121.81 Unrealized +8.9%
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $6 Shares 35 Est. Cost $171.43 Unrealized
WPC W.P. CAREY INC. REIT 0.0%
Value ($000) $5 Shares 68 Est. Cost $74.61 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $5 Shares 235 Est. Cost $18.13 Unrealized +4.5%
SAM BOSTON BEER CO INC CLASS A 0.0%
Value ($000) $5 Shares 4 Est. Cost $959.73 Unrealized +9.3%
DBX DROPBOX INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.36 Unrealized +18.2%
QNCX CORTEXYME I N C 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.30 Unrealized -18.8%
ASAN ASANA INC CLASS A 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.57 Unrealized +35.0%
BOX BOX INC CLASS A 0.0%
Value ($000) $3 Shares 150 Est. Cost $17.42 Unrealized +11.8%
AKTSQ AKOUSTIS TECHNOLOGIES IN 0.0%
Value ($000) $3 Shares 250 Est. Cost $8.77 Unrealized +65.6%
PBI PITNEY BOWES INC 0.0%
Value ($000) $3 Shares 344 Est. Cost $6.01 Unrealized +42.7%
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.70 Unrealized 0.0%
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $3 Shares 37 Est. Cost $86.23 Unrealized -0.1%
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $2 Shares 11 Est. Cost $155.43 Unrealized -2.4%
CSL CARLISLE CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $132.46 Unrealized +9.5%
SJM J M SMUCKER CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.18 Unrealized +2.4%
MAXAR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
FHTEBX FIRST TRUST PORTFOLIOS UNIT 353 TAX EXEMPT MUN INCOME TR SER 264 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $119.35 Unrealized +2.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 9 Est. Cost $66.42 Unrealized +13.7%
SAIC SCIENCE APPLICATIONS 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.92 Unrealized +6.7%
LEHMAN BROS HLDG FRN2XXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTION 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS 0.0%
Value ($000) $0 Shares 135 Est. Cost Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $0 Shares 54 Est. Cost Unrealized