Financial Avengers, Inc. Diversified Active

CIK: 0001844393 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 18, 2025

Total Value ($000): $212,043 (100.0% shares, 0.0% debt)

Holdings (160)

AMZN AMAZON.COM INC 13.1%
Value ($000) $27,786 Shares 126,650 Est. Cost $126.84 Unrealized +61.3%
NVDA NVIDIA CORP 12.9%
Value ($000) $27,314 Shares 203,392 Est. Cost $91.75 Unrealized +50.2%
AAPL APPLE INC 11.9%
Value ($000) $25,239 Shares 100,787 Est. Cost $119.14 Unrealized +96.8%
BRK/B BERKSHIRE HATHAWAYCLASSB 8.2%
Value ($000) $17,319 Shares 38,209 Est. Cost $376.25 Unrealized +22.7%
GOOG ALPHABET INCCLASSC 8.0%
Value ($000) $16,973 Shares 89,127 Est. Cost $168.24 Unrealized +4.4%
AXP AMERICAN EXPRESS CO 5.8%
Value ($000) $12,232 Shares 41,215 Est. Cost $245.13 Unrealized +15.7%
SCHW CHARLES SCHWAB CORP 5.6%
Value ($000) $11,780 Shares 159,173 Est. Cost $44.82 Unrealized +64.7%
BAC BANK OF AMERICA CORP 4.1%
Value ($000) $8,678 Shares 197,448 Est. Cost $24.48 Unrealized +74.9%
MSFT MICROSOFT CORP 3.2%
Value ($000) $6,703 Shares 15,903 Est. Cost $237.13 Unrealized +78.1%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $6,453 Shares 44,623 Est. Cost $132.11 Unrealized +13.2%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $6,373 Shares 38,012 Est. Cost $125.35 Unrealized +32.2%
DIS DISNEY WALT CO 2.7%
Value ($000) $5,703 Shares 51,221 Est. Cost $125.75 Unrealized -17.7%
SHOP SHOPIFY INCFCLASSA 2.2%
Value ($000) $4,736 Shares 44,545 Est. Cost $48.12 Unrealized +102.1%
F FORD MTR CO DEL 2.1%
Value ($000) $4,539 Shares 458,472 Est. Cost $6.71 Unrealized +47.2%
SBUX STARBUCKS CORP 1.8%
Value ($000) $3,840 Shares 42,086 Est. Cost $86.41 Unrealized +8.7%
VZ VERIZON COMMUNICATIONS I 1.5%
Value ($000) $3,202 Shares 80,077 Est. Cost $36.14 Unrealized +9.0%
TSLA TESLA INC 1.5%
Value ($000) $3,108 Shares 7,695 Est. Cost $254.13 Unrealized +26.6%
ADBE ADOBE INC 1.3%
Value ($000) $2,721 Shares 6,119 Est. Cost $466.27 Unrealized +6.2%
USIG ISHARES BRD USD INV GRD CORP BD ETF 0.9%
Value ($000) $1,982 Shares 39,424 Est. Cost $50.23 Unrealized
GOOGL ALPHABET INCCLASSA 0.7%
Value ($000) $1,552 Shares 8,197 Est. Cost $162.95 Unrealized +6.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.7%
Value ($000) $1,468 Shares 20,418 Est. Cost $72.17 Unrealized
KVUE KENVUE INC 0.7%
Value ($000) $1,430 Shares 66,984 Est. Cost $20.30 Unrealized +6.8%
PFE PFIZER INC 0.7%
Value ($000) $1,395 Shares 52,584 Est. Cost $25.81 Unrealized -2.7%
LLY ELI LILLY AND CO 0.5%
Value ($000) $1,123 Shares 1,455 Est. Cost $674.68 Unrealized +21.7%
MMM 3M CO 0.3%
Value ($000) $715 Shares 5,541 Est. Cost $126.77 Unrealized +1.3%
BERKSHIRE HTWY ACLASSA 0.3%
Value ($000) $681 Shares 1 Est. Cost $6896.11 Unrealized
AMD ADVANCED MICRO DEVICE IN 0.3%
Value ($000) $629 Shares 5,208 Est. Cost $119.54 Unrealized +20.4%
META META PLATFORMS INCCLASSA 0.3%
Value ($000) $549 Shares 937 Est. Cost $318.03 Unrealized +83.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $281 Shares 307 Est. Cost $452.41 Unrealized +103.9%
ADP AUTOMATIC DATA PROCESSIN 0.1%
Value ($000) $251 Shares 859 Est. Cost $147.45 Unrealized +95.3%
V VISA INCCLASSA 0.1%
Value ($000) $214 Shares 678 Est. Cost $209.58 Unrealized +42.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $209 Shares 872 Est. Cost $123.24 Unrealized +85.0%
RYCEY ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS1ORD SHS 0.1%
Value ($000) $203 Shares 28,500 Est. Cost $5.99 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $202 Shares 400 Est. Cost $367.22 Unrealized +50.6%
ACGL ARCH CAPITAL GROUP LTD F 0.1%
Value ($000) $164 Shares 1,780 Est. Cost $33.53 Unrealized +192.8%
T AT&T INC 0.1%
Value ($000) $157 Shares 6,899 Est. Cost $15.20 Unrealized +41.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $144 Shares 2,426 Est. Cost $48.77 Unrealized +13.5%
NFLX NETFLIX INC 0.1%
Value ($000) $138 Shares 155 Est. Cost $50.72 Unrealized +62.3%
GE GE AEROSPACE 0.1%
Value ($000) $135 Shares 809 Est. Cost $65.02 Unrealized +172.4%
HD HOME DEPOT INC 0.1%
Value ($000) $134 Shares 343 Est. Cost $242.47 Unrealized +63.8%
FTNT FORTINET INC 0.1%
Value ($000) $132 Shares 1,400 Est. Cost $60.82 Unrealized +46.2%
NV5 GLOBAL INC 0.1%
Value ($000) $128 Shares 6,800 Est. Cost $47.21 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $123 Shares 1,330 Est. Cost $50.13 Unrealized +73.6%
IBM IBM CORP 0.1%
Value ($000) $119 Shares 542 Est. Cost $111.06 Unrealized +94.8%
AVGO BROADCOM INC 0.1%
Value ($000) $110 Shares 472 Est. Cost $152.36 Unrealized +20.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $102 Shares 544 Est. Cost $147.19 Unrealized +31.2%
DBX DROPBOX INC CLASSA 0.0%
Value ($000) $102 Shares 3,386 Est. Cost $26.83 Unrealized +2.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $94 Shares 1,019 Est. Cost $81.93 Unrealized +13.6%
NKE NIKE INCCLASSB 0.0%
Value ($000) $93 Shares 1,224 Est. Cost $123.21 Unrealized -37.9%
TAK TAKEDA PHARMACEUTICALFSPONSORED ADR 1 ADR REPS0.5ORD SHS 0.0%
Value ($000) $82 Shares 6,211 Est. Cost $14.79 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $82 Shares 278 Est. Cost $230.45 Unrealized +28.2%
LC LENDINGCLUB CORP 0.0%
Value ($000) $81 Shares 5,000 Est. Cost $14.82 Unrealized -0.6%
ABT ABBOTT LABS 0.0%
Value ($000) $81 Shares 716 Est. Cost $102.76 Unrealized +10.3%
GEV GE VERNOVA INC 0.0%
Value ($000) $80 Shares 243 Est. Cost $176.40 Unrealized +76.8%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $78 Shares 151 Est. Cost $528.90 Unrealized +3.5%
CLX CLOROX CO 0.0%
Value ($000) $74 Shares 457 Est. Cost $142.87 Unrealized +10.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $68 Shares 130 Est. Cost $312.14 Unrealized +66.9%
IRM IRON MTN INC NEWREIT 0.0%
Value ($000) $62 Shares 592 Est. Cost $25.46 Unrealized +343.1%
GLW CORNING INC 0.0%
Value ($000) $61 Shares 1,282 Est. Cost $34.75 Unrealized +33.4%
VRTX VERTEX PHARMACEUTICALS I 0.0%
Value ($000) $60 Shares 150 Est. Cost $229.44 Unrealized +102.0%
KO THE COCA-COLA CO 0.0%
Value ($000) $56 Shares 906 Est. Cost $45.31 Unrealized +39.2%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $54 Shares 308 Est. Cost $225.17 Unrealized -11.6%
WMT WALMART INC 0.0%
Value ($000) $53 Shares 583 Est. Cost $52.34 Unrealized +63.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $52 Shares 912 Est. Cost $65.51 Unrealized +1.3%
TMFG MOTLEY FOOL GLOBALOPPORTUNITIES ETF 0.0%
Value ($000) $48 Shares 1,686 Est. Cost $31.42 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $44 Shares 290 Est. Cost $121.81 Unrealized +28.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $42 Shares 476 Est. Cost $64.55 Unrealized +46.8%
DHR DANAHER CORP 0.0%
Value ($000) $42 Shares 184 Est. Cost $196.00 Unrealized +24.5%
OKE ONEOK INC NEW 0.0%
Value ($000) $42 Shares 415 Est. Cost $73.92 Unrealized +31.0%
INTC INTEL CORP 0.0%
Value ($000) $41 Shares 2,042 Est. Cost $42.23 Unrealized -46.6%
EQR EQUITY RESIDENTIALREIT 0.0%
Value ($000) $38 Shares 536 Est. Cost $46.75 Unrealized +49.3%
SSNC SS&C TECHNOLOGIES HLDGS 0.0%
Value ($000) $38 Shares 504 Est. Cost $65.98 Unrealized +13.4%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS1ORD SHS 0.0%
Value ($000) $34 Shares 594 Est. Cost $53.10 Unrealized
MRK MERCK & CO. INC. 0.0%
Value ($000) $33 Shares 329 Est. Cost $67.55 Unrealized +46.1%
TGT TARGET CORP CLASS EQUITY 0.0%
Value ($000) $32 Shares 239 Est. Cost $214.19 Unrealized -36.2%
IYG ISHARES US FINANCIAL SERETF 0.0%
Value ($000) $31 Shares 400 Est. Cost $71.02 Unrealized
ENB ENBRIDGE INC F 0.0%
Value ($000) $29 Shares 690 Est. Cost $32.36 Unrealized +21.1%
XLV SELECT SECTOR HEALTHCARE SPDR ETF 0.0%
Value ($000) $28 Shares 205 Est. Cost $116.67 Unrealized
JSTC ADASINA SOCIAL JUSTC ALLCP GLB ETF 0.0%
Value ($000) $28 Shares 1,534 Est. Cost $16.42 Unrealized
AR ANTERO RES CORP 0.0%
Value ($000) $28 Shares 800 Est. Cost $32.71 Unrealized -7.4%
EBAY EBAY INC 0.0%
Value ($000) $27 Shares 443 Est. Cost $45.67 Unrealized +36.6%
HSY HERSHEY CO 0.0%
Value ($000) $27 Shares 158 Est. Cost $130.99 Unrealized +32.0%
AHR AMERICAN HEALTHCARE REITREIT 0.0%
Value ($000) $26 Shares 926 Est. Cost $26.10 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $26 Shares 485 Est. Cost $37.71 Unrealized +37.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $26 Shares 160 Est. Cost $70.69 Unrealized +153.5%
EVRG EVERGY INC 0.0%
Value ($000) $26 Shares 420 Est. Cost $44.96 Unrealized +31.5%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $25 Shares 201 Est. Cost $85.83 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $25 Shares 110 Est. Cost $206.50 Unrealized +11.5%
ASML ASML HLDG N VFSPONSORED ADR 1 ADR REPS1ORD SHS 0.0%
Value ($000) $24 Shares 35 Est. Cost $816.02 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF IV 0.0%
Value ($000) $24 Shares 101 Est. Cost $132.28 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $23 Shares 104 Est. Cost $185.27 Unrealized +9.9%
AEM AGNICO EAGLE MINES LTD F 0.0%
Value ($000) $23 Shares 300 Est. Cost $63.55 Unrealized +27.7%
MDB MONGODB INC CLASSA 0.0%
Value ($000) $23 Shares 100 Est. Cost $279.28 Unrealized +1.1%
EQT EQT CORP 0.0%
Value ($000) $23 Shares 500 Est. Cost $35.84 Unrealized +13.5%
USB US BANCORP DEL 0.0%
Value ($000) $22 Shares 453 Est. Cost $33.83 Unrealized +37.8%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $21 Shares 773 Est. Cost $11.14 Unrealized +123.3%
LEVI LEVI STRAUSS & CO NEW CLASSA 0.0%
Value ($000) $21 Shares 1,223 Est. Cost $15.72 Unrealized +8.4%
VEEV VEEVA SYS INC CLASSA 0.0%
Value ($000) $21 Shares 100 Est. Cost $280.15 Unrealized -21.5%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS5ORD SHS 0.0%
Value ($000) $21 Shares 105 Est. Cost $173.67 Unrealized
PSTG PURE STORAGE INCCLASSA 0.0%
Value ($000) $21 Shares 334 Est. Cost $56.53 Unrealized -1.5%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $19 Shares 601 Est. Cost $25.24 Unrealized +30.0%
PLTR PALANTIR TECHNOLOGIES INCLASSA 0.0%
Value ($000) $19 Shares 250 Est. Cost $22.52 Unrealized +158.7%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $18 Shares 234 Est. Cost $71.08 Unrealized +19.4%
SILVERCREST METALS INC F 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $8.15 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $338.69 Unrealized +12.7%
SU SUNCOR ENERGY INC NEWF 0.0%
Value ($000) $17 Shares 470 Est. Cost $36.74 Unrealized +1.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $16 Shares 299 Est. Cost $42.21 Unrealized +22.6%
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $16 Shares 65 Est. Cost $170.68 Unrealized
OMCL OMNICELL INC 0.0%
Value ($000) $16 Shares 350 Est. Cost $98.08 Unrealized -54.2%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $15 Shares 254 Est. Cost $37.86 Unrealized +54.1%
NI NISOURCE INC 0.0%
Value ($000) $15 Shares 405 Est. Cost $25.09 Unrealized +38.8%
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 117 Est. Cost $96.90 Unrealized +23.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 234 Est. Cost $70.40 Unrealized +1.4%
EIX EDISON INTL 0.0%
Value ($000) $14 Shares 174 Est. Cost $49.11 Unrealized +60.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $14 Shares 103 Est. Cost $126.33 Unrealized +4.7%
CMI CUMMINS INC 0.0%
Value ($000) $14 Shares 39 Est. Cost $228.57 Unrealized +50.3%
PBE INVESCO BIOTECHNOLOGY GENOME ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $70.00 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $13 Shares 850 Est. Cost $12.99 Unrealized +9.4%
CSX CSX CORP 0.0%
Value ($000) $11 Shares 341 Est. Cost $30.58 Unrealized +10.1%
MA MASTERCARD INCCLASSA 0.0%
Value ($000) $11 Shares 20 Est. Cost $323.35 Unrealized +59.2%
AMT AMERICAN TOWER CORP NEW REIT 0.0%
Value ($000) $11 Shares 58 Est. Cost $210.79 Unrealized -5.9%
TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS1ORD SHS 0.0%
Value ($000) $10 Shares 150 Est. Cost $35.00 Unrealized
PSA PUBLIC STORAGEREIT 0.0%
Value ($000) $10 Shares 34 Est. Cost $192.08 Unrealized +64.5%
ABNB AIRBNB INCCLASSA 0.0%
Value ($000) $10 Shares 75 Est. Cost $147.27 Unrealized -8.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $10 Shares 68 Est. Cost $72.22 Unrealized +101.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $66.73 Unrealized +25.7%
VGT VANGUARD INFORMATIONTECHNOLO ETF IV 0.0%
Value ($000) $9 Shares 14 Est. Cost $414.93 Unrealized
COTY COTY INCCLASSA 0.0%
Value ($000) $9 Shares 1,232 Est. Cost $5.55 Unrealized +38.4%
ABBV ABBVIE INC 0.0%
Value ($000) $9 Shares 48 Est. Cost $151.49 Unrealized +17.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $8 Shares 229 Est. Cost $21.24 Unrealized +37.1%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $7 Shares 131 Est. Cost $49.75 Unrealized +5.7%
STAG STAG INDL INC REIT 0.0%
Value ($000) $7 Shares 219 Est. Cost $34.49 Unrealized
APH AMPHENOL CORP NEW CLASSA 0.0%
Value ($000) $7 Shares 103 Est. Cost $46.28 Unrealized +49.8%
CRI CARTERS INC 0.0%
Value ($000) $7 Shares 128 Est. Cost $72.09 Unrealized -24.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $6 Shares 55 Est. Cost $116.31 Unrealized -5.5%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $5 Shares 485 Est. Cost $18.55 Unrealized -49.9%
BMO BANK MONTREAL QUEF 0.0%
Value ($000) $5 Shares 50 Est. Cost $74.07 Unrealized +22.9%
BOX BOX INC CLASSA 0.0%
Value ($000) $5 Shares 150 Est. Cost $17.42 Unrealized +88.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $5 Shares 139 Est. Cost $39.84 Unrealized -22.0%
QRVO QORVO INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $147.19 Unrealized -45.6%
CSL CARLISLE COS INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $132.46 Unrealized +224.1%
LYFT LYFT INCCLASSA 0.0%
Value ($000) $4 Shares 300 Est. Cost $47.84 Unrealized -69.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 717 Est. Cost $10.81 Unrealized -36.2%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $72.24 Unrealized +1.4%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $3 Shares 367 Est. Cost $38.26 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $3 Shares 405 Est. Cost $5.77 Unrealized +28.8%
RBLX ROBLOX CORP CLASSA 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.70 Unrealized -27.8%
AMGN AMGEN INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $227.84 Unrealized +25.5%
MPT MEDICAL PPTYS TR INCREIT 0.0%
Value ($000) $3 Shares 634 Est. Cost $17.83 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $72.47 Unrealized -11.6%
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.94 Unrealized +38.7%
WAB WABTEC 0.0%
Value ($000) $2 Shares 9 Est. Cost $66.42 Unrealized +189.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $119.35 Unrealized +87.2%
PRDSY PRADA S P AFSPONSORED ADR 1 ADR REPS2ORD SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.35 Unrealized
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS0.2ORD SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $153.60 Unrealized
HESAY HERMES INTL SCAFSPONSORED ADR 1 ADR REPS0.1ORD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $247.00 Unrealized
ZM ZOOM COMMUNICATIONS INC CLASSA 0.0%
Value ($000) $0 Shares 5 Est. Cost $445.83 Unrealized -82.4%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $12.94 Unrealized -10.1%
QNCX QUINCE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $44.30 Unrealized -96.6%
GLOBALSTAR INC 0.0%
Value ($000) $0 Shares 54 Est. Cost Unrealized