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CIK: 0001844393
Total reported value
$241.1M
$241.1M
153 檔
40.2%
The Q1 2024 SEC filing reveals that Financial Avengers, Inc. held a total portfolio value of $241.1M, covering 153 public equity positions.
During Q1 2024, Financial Avengers, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, NVDA, AAPL) accounted for 40.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.59% | +0.19% | +0.12% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.58% | +0.15% | +0.77% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.70% | +0.15% | -1.63% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.87% | -0.36% | +901.81% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.69% | +0.84% | -0.63% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.61% | -0.69% | +0.64% | |
| 7 | AXP | American Express Co | Stock-Financials | 5.41% | +0.03% | +1.16% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 4.46% | +0.17% | +1.90% | |
| 9 | F | Ford Motor Co | Stock-Consumer Disc | 3.51% | +0.01% | +0.98% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.49% | -0.23% | +4.55% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | -0.05% | +3.81% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.20% | -0.10% | +2.30% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.08% | -0.16% | +7.80% | |
| 14 | INTC | Intel CORP | Stock-Tech | 2.79% | +0.05% | +2.35% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.79% | +0.11% | +11.37% | |
| 16 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.71% | -0.18% | +5.01% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.40% | -0.55% | +15.66% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.38% | -0.11% | +11.66% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.02% | -25.37% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.10% | -1.81% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.17% | -7.02% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | +0.01% | +54.50% | |
| 23 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.41% | +0.01% | +80.83% | |
| 24 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.41% | -0.03% | +58.00% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | +12.26% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 0.18% | -0.19% | +76.60% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.14% | +0.29% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | +0.54% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +0.02% | -10.12% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.02% | +8.46% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.01% | +0.15% | |
| 32 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.09% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | +9.03% | |
| 34 | NVEEUSD | Nv5 Global Inc | Stock-Other | 0.09% | — | -2.86% | |
| 35 | GE | General Electric | Stock-Industrials | 0.07% | +0.02% | +6.62% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | — | +0.58% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.06% | -0.03% | +0.33% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.06% | -0.03% | +5.34% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.06% | — | -5.26% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.05% | — | -6.25% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | +4.96% | |
| 42 | RYCEY | Rolls-royce Holdings-sp Adr | Stock-Other | 0.05% | +0.17% | — | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.05% | -0.01% | +1.02% | |
| 44 | DBX | Dropbox Inc-class A | Stock-Tech | 0.05% | — | -19.60% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.05% | +0.03% | +3.70% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.05% | — | -9.08% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.05% | +0.02% | -33.25% | |
| 48 | MCHP | Microchip Technology Inc | Stock-Tech | 0.04% | — | +0.45% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.04% | — | -24.60% | |
| 50 | HAPN | Happen Inc | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Financial Avengers, Inc. reported a total U.S. public equity portfolio value of $241.1M across 153 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Financial Avengers, Inc.'s top holdings by market value included AMZN (12.6%)、NVDA (11.6%)、AAPL (10.7%). The largest single position, AMZN, represented 12.6% of total portfolio value.
In Q1 2024, Financial Avengers, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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