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CIK: 0001844393
Total reported value
$241.1M
$241.1M
155 檔
45.2%
According to the latest 13F quarterly dataset, Financial Avengers, Inc. managed an equity portfolio of $241.1M at the end of Q2 2024, spanning 155 distinct U.S. exchange-listed positions.
During Q2 2024, Financial Avengers, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.99% | +0.15% | +780.87% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.23% | +0.19% | -1.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 12.91% | +0.15% | -2.92% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.50% | +0.10% | +1101.84% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.43% | -0.36% | -90.21% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.61% | -0.69% | -2.05% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 4.69% | +0.17% | -1.11% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.05% | +0.06% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.28% | -0.23% | +1.22% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.28% | -0.10% | -0.62% | |
| 11 | F | Ford Motor Co | Stock-Consumer Disc | 3.26% | +0.01% | -2.90% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.51% | -0.16% | -0.61% | |
| 13 | INTC | Intel CORP | Stock-Tech | 1.94% | +0.05% | -0.27% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.58% | -0.11% | +3.26% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.57% | +0.11% | +3.15% | |
| 16 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.45% | -0.18% | -0.18% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.41% | -0.55% | +2.92% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | +0.02% | -2.32% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.14% | +391.55% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | +0.01% | +7.87% | |
| 21 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.45% | -0.03% | +8.67% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.39% | +0.17% | — | |
| 23 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.39% | +0.01% | +9.46% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 0.27% | -0.19% | +51.98% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | +2.50% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | — | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | -3.10% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.02% | -8.83% | |
| 29 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.10% | — | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | +0.01% | -1.89% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | +0.49% | |
| 32 | NVEEUSD | Nv5 Global Inc | Stock-Other | 0.08% | — | — | |
| 33 | GE | General Electric | Stock-Industrials | 0.07% | +0.02% | +0.25% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.06% | -0.03% | +4.95% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | -2.31% | |
| 36 | RYCEY | Rolls-royce Holdings-sp Adr | Stock-Other | 0.06% | +0.17% | +8.57% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.06% | +0.01% | +43.49% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.05% | — | +0.56% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.05% | +0.03% | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | +0.95% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.05% | -0.03% | +0.41% | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.05% | — | — | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.05% | -0.01% | +1.08% | |
| 44 | AEP | American Electric Power | Stock-Utilities | 0.05% | — | +0.99% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.05% | — | +17.59% | |
| 46 | MCHP | Microchip Technology Inc | Stock-Tech | 0.04% | — | +0.56% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.04% | +0.02% | — | |
| 48 | DBX | Dropbox Inc-class A | Stock-Tech | 0.04% | — | -12.28% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | — | +135.00% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.04% | -0.01% | — |
According to official SEC Form 13F filings, Financial Avengers, Inc. reported a total U.S. public equity portfolio value of $241.1M across 155 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, AAPL) accounted for 45.2% of total reported equity market value during Q2 2024.
During Q2 2024, Financial Avengers, Inc.'s top holdings by market value included NVDA (14.0%)、AMZN (13.2%)、AAPL (12.9%). The largest single position, NVDA, represented 14.0% of total portfolio value.
In Q2 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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