Financial Avengers, Inc. Diversified Active

Location: Oakland, CA

CIK: 0001844393 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 7, 2023

Total Value: $151M (100.0% shares, 0.0% debt)

Holdings (158)

AAPL APPLE INC 15.1%
Value $22.78M Shares 117,460 Est. Cost $117.01 Unrealized +47.0%
AMZN AMAZON.COM INC 11.2%
Value $16.97M Shares 130,147 Est. Cost $126.84 Unrealized -10.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 9.0%
Value $13.53M Shares 39,689 Est. Cost $222.20 Unrealized +46.9%
GOOG ALPHABET INC. CLASS C 7.5%
Value $11.28M Shares 93,278 Est. Cost $109.28 Unrealized +5.1%
NVDA NVIDIA CORP 6.7%
Value $10.16M Shares 24,012 Est. Cost $19.09 Unrealized +73.8%
SCHW CHARLES SCHWAB CORP 6.2%
Value $9.439M Shares 166,523 Est. Cost $44.56 Unrealized +13.2%
AXP AMERICAN EXPRESS CO 5.0%
Value $7.513M Shares 43,131 Est. Cost $106.34 Unrealized +46.9%
F FORD MOTOR CO 4.8%
Value $7.272M Shares 480,613 Est. Cost $6.61 Unrealized +61.8%
JNJ JOHNSON & JOHNSON 4.4%
Value $6.727M Shares 40,639 Est. Cost $130.00 Unrealized +14.5%
BAC BANK OF AMERICA CORP 4.0%
Value $6.015M Shares 209,660 Est. Cost $24.19 Unrealized +10.0%
PG PROCTER & GAMBLE 3.6%
Value $5.424M Shares 35,744 Est. Cost $123.66 Unrealized +14.3%
MSFT MICROSOFT CORP 3.3%
Value $4.918M Shares 14,443 Est. Cost $222.79 Unrealized +37.9%
INTC INTEL CORP 2.5%
Value $3.745M Shares 112,000 Est. Cost $42.42 Unrealized -27.6%
TSLA TESLA INC 2.4%
Value $3.627M Shares 13,855 Est. Cost $253.63 Unrealized -21.2%
DIS WALT DISNEY CO 2.3%
Value $3.544M Shares 39,692 Est. Cost $135.51 Unrealized -31.7%
SBUX STARBUCKS CORP 2.1%
Value $3.114M Shares 31,433 Est. Cost $86.63 Unrealized +12.3%
SHOP SHOPIFY INC FCLASS A 1.6%
Value $2.398M Shares 37,125 Est. Cost $43.15 Unrealized +31.0%
ADBE ADOBE INC 1.4%
Value $2.183M Shares 4,465 Est. Cost $440.63 Unrealized -8.6%
VZ VERIZON COMMUNICATN 1.2%
Value $1.834M Shares 49,323 Est. Cost $36.30 Unrealized -14.0%
PYPL PAYPAL HOLDINGS INCORPOR 0.9%
Value $1.354M Shares 20,293 Est. Cost $114.17 Unrealized -40.4%
GOOGL ALPHABET INC. CLASS A 0.5%
Value $705K Shares 5,888 Est. Cost $108.70 Unrealized +5.1%
BERKSHIRE HATHAWAY CLASS A 0.3%
Value $518K Shares 1 Est. Cost $8099.01 Unrealized
AMD ADVANCED MICRO DEVICES I 0.3%
Value $490K Shares 4,300 Est. Cost $112.02 Unrealized -7.2%
ABNB AIRBNB INC CLASS A 0.3%
Value $390K Shares 3,045 Est. Cost $147.27 Unrealized -20.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value $263K Shares 3,616 Est. Cost $72.92 Unrealized
PFE PFIZER INC 0.2%
Value $241K Shares 6,578 Est. Cost $28.90 Unrealized +14.9%
UNH UNITEDHEALTH GRP INC 0.2%
Value $238K Shares 496 Est. Cost $361.54 Unrealized +28.6%
USIG ISHARES BRD USD INV GRD CORP BD ETF 0.2%
Value $234K Shares 4,668 Est. Cost $50.19 Unrealized
NV5 GLOBAL INC 0.1%
Value $223K Shares 2,017 Est. Cost $132.32 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value $203K Shares 922 Est. Cost $147.45 Unrealized +37.9%
META META PLATFORMS INC CLASS A 0.1%
Value $162K Shares 565 Est. Cost $253.07 Unrealized -3.2%
DBX DROPBOX INC CLASS A 0.1%
Value $161K Shares 6,051 Est. Cost $26.83 Unrealized -15.1%
LLY LILLY ELI & CO 0.1%
Value $160K Shares 341 Est. Cost $219.49 Unrealized +87.5%
ACGL ARCH CAP GROUP LTD F 0.1%
Value $133K Shares 1,780 Est. Cost $33.53 Unrealized +105.1%
NKE NIKE INC CLASS B 0.1%
Value $132K Shares 1,196 Est. Cost $123.21 Unrealized -9.6%
FTNT FORTINET INC 0.1%
Value $121K Shares 1,600 Est. Cost $60.82 Unrealized +11.8%
V VISA INC CLASS A 0.1%
Value $113K Shares 476 Est. Cost $197.91 Unrealized +13.4%
COST COSTCO WHOLESALE CO 0.1%
Value $111K Shares 205 Est. Cost $351.99 Unrealized +38.4%
AEP AMER ELECTRIC PWR CO 0.1%
Value $107K Shares 1,266 Est. Cost $82.04 Unrealized -2.6%
HD HOME DEPOT INC 0.1%
Value $106K Shares 341 Est. Cost $242.47 Unrealized +14.0%
JPM JPMORGAN CHASE & CO 0.1%
Value $105K Shares 719 Est. Cost $112.90 Unrealized +14.8%
ABT ABBOTT LABORATORIES 0.1%
Value $101K Shares 925 Est. Cost $102.72 Unrealized -1.2%
GILD GILEAD SCIENCES INC 0.1%
Value $96,761 Shares 1,255 Est. Cost $49.55 Unrealized +46.5%
LC LENDINGCLUB CORP 0.1%
Value $95,180 Shares 9,762 Est. Cost $14.82 Unrealized -45.8%
MCHP MICROCHIP TECHNOLOGY 0.1%
Value $79,002 Shares 882 Est. Cost $65.51 Unrealized +12.7%
GE GENERAL ELECTRIC CO 0.1%
Value $77,151 Shares 702 Est. Cost $59.62 Unrealized +33.9%
T A T & T INC 0.0%
Value $68,551 Shares 4,298 Est. Cost $15.35 Unrealized -3.6%
TXN TEXAS INSTRUMENTS 0.0%
Value $67,470 Shares 375 Est. Cost $134.60 Unrealized +18.2%
ACTIVISION BLIZZARD 0.0%
Value $64,570 Shares 766 Est. Cost $92.35 Unrealized
IBM IBM CORP 0.0%
Value $60,045 Shares 449 Est. Cost $105.00 Unrealized +12.4%
NFLX NETFLIX INC 0.0%
Value $57,264 Shares 130 Est. Cost $48.96 Unrealized -24.8%
FSLR FIRST SOLAR INC 0.0%
Value $54,366 Shares 286 Est. Cost $99.82 Unrealized +98.5%
VRTX VERTEX PHARMACEUTICA 0.0%
Value $52,787 Shares 150 Est. Cost $229.44 Unrealized +46.9%
PEP PEPSICO INC 0.0%
Value $51,717 Shares 279 Est. Cost $121.24 Unrealized +40.7%
KO THE COCA-COLA CO 0.0%
Value $49,800 Shares 827 Est. Cost $44.50 Unrealized +28.9%
MDB MONGODB INC CLASS A 0.0%
Value $49,319 Shares 120 Est. Cost $279.28 Unrealized +4.4%
ISRG INTUITIVE SURGICAL 0.0%
Value $44,452 Shares 130 Est. Cost $312.14 Unrealized -3.1%
DHR DANAHER CORP 0.0%
Value $43,921 Shares 183 Est. Cost $196.00 Unrealized +6.5%
ED CONSOLIDATED EDISON 0.0%
Value $40,820 Shares 452 Est. Cost $64.55 Unrealized +35.2%
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value $40,039 Shares 302 Est. Cost $116.67 Unrealized
SSNC SS&C TECHNOLOGS HLDG 0.0%
Value $40,022 Shares 660 Est. Cost $67.03 Unrealized -15.2%
HSY HERSHEY CO 0.0%
Value $37,945 Shares 152 Est. Cost $130.99 Unrealized +85.8%
TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 0.0%
Value $37,654 Shares 1,410 Est. Cost $32.05 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value $37,330 Shares 352 Est. Cost $101.45 Unrealized
MRK MERCK & CO. INC. 0.0%
Value $36,475 Shares 316 Est. Cost $67.55 Unrealized +54.7%
CLX CLOROX CO 0.0%
Value $36,370 Shares 229 Est. Cost $144.87 Unrealized +1.9%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.0%
Value $34,882 Shares 201 Est. Cost $132.28 Unrealized
EQR EQUITY RESIDENTIAL REIT 0.0%
Value $33,252 Shares 504 Est. Cost $46.52 Unrealized +20.2%
TTWO TAKE TWO INTERACTV 0.0%
Value $32,817 Shares 223 Est. Cost $127.28 Unrealized +2.7%
ADSK AUTODESK INC 0.0%
Value $31,919 Shares 156 Est. Cost $200.68 Unrealized -0.4%
IRM IRON MTN INC NEW REIT 0.0%
Value $31,917 Shares 562 Est. Cost $24.32 Unrealized +105.2%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $31,216 Shares 301 Est. Cost $85.83 Unrealized
EVRG EVERGY INC 0.0%
Value $30,583 Shares 524 Est. Cost $44.88 Unrealized +20.1%
WMT WALMART INC 0.0%
Value $30,065 Shares 191 Est. Cost $44.90 Unrealized +9.0%
TGT TARGET CORP 0.0%
Value $30,035 Shares 228 Est. Cost $214.19 Unrealized -37.0%
AMERICAN HEALTH CARE REIT INC CLASS I 0.0%
Value $29,095 Shares 927 Est. Cost $9.17 Unrealized
HAS HASBRO INC 0.0%
Value $29,000 Shares 448 Est. Cost $71.88 Unrealized -27.7%
TOTL SPDR DOUBLELINE TTL RTRNTTCL ETF 0.0%
Value $28,385 Shares 700 Est. Cost $49.33 Unrealized
OMCL OMNICELL INC 0.0%
Value $25,785 Shares 350 Est. Cost $98.08 Unrealized -31.2%
USB U S BANCORP 0.0%
Value $24,391 Shares 738 Est. Cost $33.81 Unrealized -16.0%
JSTC ADASINA SOCIAL JUSTC ALLCP GLB ETF 0.0%
Value $24,170 Shares 1,500 Est. Cost $16.42 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value $22,889 Shares 158 Est. Cost $70.69 Unrealized +73.0%
SPY SPDR S&P 500 ETF 0.0%
Value $22,164 Shares 50 Est. Cost $397.50 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $20,340 Shares 500 Est. Cost $38.98 Unrealized
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value $20,250 Shares 270 Est. Cost $68.30 Unrealized
VEEV VEEVA SYSTEMS INC CLASS A 0.0%
Value $19,773 Shares 100 Est. Cost $280.15 Unrealized -34.9%
BMO BANK MONTREAL QUE F 0.0%
Value $19,236 Shares 213 Est. Cost $74.07 Unrealized +6.8%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value $18,936 Shares 233 Est. Cost $71.08 Unrealized +11.8%
SILA REALTY TRUST INC CLASS A 0.0%
Value $18,699 Shares 2,300 Est. Cost $8.70 Unrealized
GLD SPDR GOLD SHARES ETF 0.0%
Value $17,292 Shares 97 Est. Cost $170.28 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value $17,178 Shares 647 Est. Cost $24.98 Unrealized +4.4%
AVGO BROADCOM INC 0.0%
Value $17,143 Shares 20 Est. Cost $52.08 Unrealized +32.0%
LEVI LEVI STRAUSS & CO NEW CLASS A 0.0%
Value $16,901 Shares 1,171 Est. Cost $15.72 Unrealized -15.5%
SEAGEN INC 0.0%
Value $15,397 Shares 80 Est. Cost $175.00 Unrealized
COTY COTY INC CLASS A 0.0%
Value $15,147 Shares 1,232 Est. Cost $5.55 Unrealized +112.5%
GM GENERAL MOTORS CO 0.0%
Value $14,942 Shares 388 Est. Cost $42.21 Unrealized -20.3%
EBAY EBAY INC 0.0%
Value $14,411 Shares 322 Est. Cost $46.69 Unrealized -9.5%
QCOM QUALCOMM INC 0.0%
Value $13,598 Shares 114 Est. Cost $124.71 Unrealized -13.1%
CMCSA COMCAST CORP CLASS A 0.0%
Value $12,859 Shares 309 Est. Cost $41.66 Unrealized -12.0%
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value $12,239 Shares 200 Est. Cost $70.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value $12,192 Shares 708 Est. Cost $10.54 Unrealized +40.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value $11,885 Shares 250 Est. Cost $37.86 Unrealized -5.2%
EIX EDISON INTERNTNL 0.0%
Value $11,350 Shares 163 Est. Cost $48.06 Unrealized +29.7%
BIP BROOKFIELD INFRASTRUC LP 0.0%
Value $11,279 Shares 309 Est. Cost $55.02 Unrealized
PLD PROLOGIS INC. REIT 0.0%
Value $10,772 Shares 88 Est. Cost $131.15 Unrealized -14.0%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $10,426 Shares 200 Est. Cost $60.00 Unrealized
CVX CHEVRON CORP 0.0%
Value $10,049 Shares 64 Est. Cost $67.81 Unrealized +111.2%
FGFI FIRST GREENWICH FINL INC 0.0%
Value $9,690 Shares 600 Est. Cost $10.52 Unrealized +56.2%
PSA PUBLIC STORAGE REIT 0.0%
Value $9,412 Shares 32 Est. Cost $188.11 Unrealized +38.7%
GLW CORNING INC 0.0%
Value $9,257 Shares 264 Est. Cost $30.87 Unrealized -0.9%
WALGREENS BOOTS ALLI 0.0%
Value $9,245 Shares 324 Est. Cost $41.26 Unrealized
CRI CARTERS INC 0.0%
Value $8,671 Shares 119 Est. Cost $72.72 Unrealized -17.9%
WBD WARNER BROTHERS DISCOVER 0.0%
Value $8,565 Shares 683 Est. Cost $18.55 Unrealized -30.0%
MA MASTERCARD INC CLASS A 0.0%
Value $7,980 Shares 20 Est. Cost $323.35 Unrealized +14.4%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value $7,819 Shares 122 Est. Cost $50.03 Unrealized +17.8%
TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $7,000 Shares 200 Est. Cost $35.00 Unrealized
QRVO QORVO INC 0.0%
Value $6,632 Shares 65 Est. Cost $147.19 Unrealized -34.8%
BDX BECTON DICKINSON&CO 0.0%
Value $5,497 Shares 21 Est. Cost $215.72 Unrealized +12.2%
SEDG SOLAREDGE TECH 0.0%
Value $5,381 Shares 20 Est. Cost $265.36 Unrealized +8.1%
KBS GROWTH & INCOME REIT INC CLASS A 0.0%
Value $5,310 Shares 4,578 Est. Cost $4.81 Unrealized
LYFT LYFT INC CLASS A 0.0%
Value $5,275 Shares 550 Est. Cost $47.84 Unrealized -79.9%
MPT MEDICAL PROPERTIES REIT 0.0%
Value $4,899 Shares 529 Est. Cost $20.39 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value $4,840 Shares 134 Est. Cost $40.18 Unrealized -26.6%
BYND BEYOND MEAT INC 0.0%
Value $4,413 Shares 340 Est. Cost $82.45 Unrealized -84.6%
BOX BOX INC CLASS A 0.0%
Value $4,407 Shares 150 Est. Cost $17.42 Unrealized +59.0%
APH AMPHENOL CORP CLASS A 0.0%
Value $4,305 Shares 51 Est. Cost $30.32 Unrealized +25.2%
SJM J M SMUCKER CO 0.0%
Value $4,081 Shares 28 Est. Cost $115.62 Unrealized +19.8%
VB VANGUARD SMALL CAP ETF IV 0.0%
Value $3,594 Shares 18 Est. Cost $183.56 Unrealized
WPC W.P. CAREY INC. REIT 0.0%
Value $3,574 Shares 53 Est. Cost $74.81 Unrealized
CRM SALESFORCE INC 0.0%
Value $3,169 Shares 15 Est. Cost $144.17 Unrealized +39.9%
CSL CARLISLE CO 0.0%
Value $2,873 Shares 11 Est. Cost $132.46 Unrealized +62.1%
GIS GENERAL MILLS INC 0.0%
Value $2,720 Shares 35 Est. Cost $72.93 Unrealized +6.3%
AIG AMERICAN INTL GROUP 0.0%
Value $2,651 Shares 46 Est. Cost $31.98 Unrealized +58.3%
AMGN AMGEN INC. 0.0%
Value $2,288 Shares 10 Est. Cost $223.01 Unrealized -4.2%
ENB ENBRIDGE INC F 0.0%
Value $2,043 Shares 55 Est. Cost $31.84 Unrealized +0.7%
RBLX ROBLOX CORP CLASS A 0.0%
Value $2,015 Shares 50 Est. Cost $69.70 Unrealized -42.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $1,621 Shares 717 Est. Cost $10.81 Unrealized -79.6%
SO SOUTHERN CO 0.0%
Value $1,434 Shares 20 Est. Cost $59.62 Unrealized +9.5%
PBI PITNEY BOWES INC 0.0%
Value $1,343 Shares 379 Est. Cost $5.86 Unrealized -40.9%
NUSC NUVEEN ESG SMALL CAP ETF 0.0%
Value $1,221 Shares 33 Est. Cost $34.18 Unrealized
WAB WABTEC 0.0%
Value $987 Shares 9 Est. Cost $66.42 Unrealized +47.4%
TMUS T-MOBILE US INC 0.0%
Value $972 Shares 7 Est. Cost $119.35 Unrealized +13.6%
INVITAE CORP 0.0%
Value $802 Shares 710 Est. Cost $1.86 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $651 Shares 49 Est. Cost $21.59 Unrealized -37.3%
NU NU HOLDINGS LTD FCLASS A 0.0%
Value $505 Shares 64 Est. Cost $4.35 Unrealized +41.4%
NVZMY NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $466 Shares 10 Est. Cost $100.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONCLASS A 0.0%
Value $339 Shares 5 Est. Cost $445.83 Unrealized -85.0%
SAIC SCIENCE APPLICATIONS 0.0%
Value $337 Shares 3 Est. Cost $87.92 Unrealized +18.1%
LI LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $211 Shares 6 Est. Cost $20.33 Unrealized
VTRS VIATRIS INC 0.0%
Value $176 Shares 18 Est. Cost $13.06 Unrealized -35.2%
QNCX QUINCE THERAPEUTICS INC 0.0%
Value $151 Shares 100 Est. Cost $44.30 Unrealized -96.5%
ESS TECH INC 0.0%
Value $118 Shares 80 Est. Cost $12.50 Unrealized
TILRAY BRANDS INC 0.0%
Value $112 Shares 72 Est. Cost $2.69 Unrealized
AMC ENTERTAINMENT CLASS A 0.0%
Value $88 Shares 20 Est. Cost $50.00 Unrealized
EMBC EMBECTA CORP 0.0%
Value $86 Shares 4 Est. Cost $25.42 Unrealized -3.7%
GLOBALSTAR INC 0.0%
Value $58 Shares 54 Est. Cost Unrealized
AMC ENTERTAINMEN 0 perc PFD 0.0%
Value $35 Shares 20 Est. Cost Unrealized
LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS 0.0%
Value $0 Shares 135 Est. Cost Unrealized