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CIK: 0001844393
Total reported value
$241.1M
$241.1M
161 檔
47.5%
The Q4 2024 SEC filing reveals that Financial Avengers, Inc. held a total portfolio value of $241.1M, covering 161 public equity positions.
During Q4 2024, Financial Avengers, Inc. performed routine portfolio adjustments (0 new buys, 65 additions, 27 trims, and 16 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.15% | +0.19% | -0.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.92% | +0.15% | -1.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 11.94% | +0.15% | -10.97% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.19% | -0.36% | -0.46% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.03% | +0.84% | -0.24% | |
| 6 | AXP | American Express Co | Stock-Financials | 5.79% | +0.03% | -5.94% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 5.57% | -0.69% | -5.22% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 4.11% | +0.17% | -10.37% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.05% | +1.51% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.05% | -0.23% | +2.65% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.01% | -0.10% | +1.68% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.70% | -0.16% | +3.13% | |
| 13 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.24% | -0.18% | +2.26% | |
| 14 | F | Ford Motor Co | Stock-Consumer Disc | 2.15% | +0.01% | -3.79% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.82% | +0.11% | +0.78% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.52% | -0.55% | +15.93% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | +0.02% | -17.11% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.29% | -0.11% | +7.75% | |
| 19 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.94% | -0.03% | +99.96% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.10% | -0.52% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | +0.01% | +48.95% | |
| 22 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.68% | +0.01% | +43.96% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.66% | -0.19% | +88.19% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.14% | -2.81% | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.34% | +0.12% | +474.79% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.17% | -8.13% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.01% | -7.87% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | +1.99% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | -5.91% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.01% | +0.15% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | +0.46% | |
| 32 | RYCEY | Rolls-royce Holdings-sp Adr | Stock-Other | 0.10% | +0.17% | +32.56% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.10% | +0.02% | -5.44% | |
| 34 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.08% | — | — | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.07% | -0.03% | +1.25% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | +0.02% | -19.16% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | +0.03% | — | |
| 38 | GE | General Electric | Stock-Industrials | 0.06% | +0.02% | +0.12% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | +0.59% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.06% | — | -6.67% | |
| 41 | NVEEUSD | Nv5 Global Inc | Stock-Other | 0.06% | — | +300.00% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.06% | -0.01% | +0.83% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.06% | +0.01% | +0.74% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.05% | — | — | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.05% | +0.01% | +0.37% | |
| 46 | DBX | Dropbox Inc-class A | Stock-Tech | 0.05% | — | — | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.04% | — | +0.99% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.04% | -0.03% | +0.41% | |
| 49 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 0.04% | -0.01% | — | |
| 50 | ADSK | Autodesk Inc | Stock-Tech | 0.04% | — | +39.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.4% | -0.83% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -0.24% | Trim |
| 3 | NVDA | Nvidia CORP | +0.6% | -1.51% | Trim |
| 4 | SHOP | Shopify Inc - Class A | +0.5% | +2.26% | Add |
| 5 | USIG | Ishares Broad Usd Investment | +0.4% | +99.96% | Add |
| 6 | DIS | Walt Disney Co/the | +0.4% | +3.13% | Add |
| 7 | MMM | 3m Co | +0.3% | +474.79% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | -17.11% | Trim |
| 9 | PFE | Pfizer Inc | +0.3% | +88.19% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.2% | -5.22% | Trim |
| 11 | BND | Vanguard Total Bond Market | +0.2% | +48.95% | Add |
| 12 | KVUE | Kenvue Inc | +0.2% | +43.96% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.52% | Trim |
| 14 | RYCEY | Rolls-royce Holdings-sp Adr | 0% | +32.56% | Add |
| 15 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 16 | V | Visa Inc-class A Shares | 0% | +0.15% | Add |
| 17 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 18 | ADSK | Autodesk Inc | 0% | +39.00% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +0.46% | Add |
| 20 | GEV | GE Vernova Inc | 0% | +11.47% | Add |
| 21 | CLX | Clorox Company | 0% | +32.08% | Add |
| 22 | DBX | Dropbox Inc-class A | 0% | — | Unchanged |
| 23 | GILD | Gilead Sciences Inc | 0% | +0.83% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 25 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 26 | FTNT | Fortinet Inc | — | -6.67% | Trim |
| 27 | COST | Costco Wholesale CORP | — | +1.99% | Add |
| 28 | VRTX | Vertex Pharmaceuticals Inc | — | — | Unchanged |
| 29 | KO | Coca-cola Co/the | — | -0.44% | Trim |
| 30 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 31 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
| 32 | SILA | Sila Realty Trust Inc | — | EXIT | Sold out |
| 33 | IRM | Iron Mountain Inc | — | +0.51% | Add |
| 34 | T | At&t Inc | — | +1.25% | Add |
| 35 | ED | Consolidated Edison Inc | — | +0.85% | Add |
| 36 | TAK | Takeda Pharmaceutic-sp Adr | — | — | Unchanged |
| 37 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 38 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 39 | WMT | Walmart Inc | — | — | Unchanged |
| 40 | LEVI | Levi Strauss & Co- Class A | — | +0.74% | Add |
| 41 | PEP | Pepsico Inc | — | — | Unchanged |
| 42 | HASI | Ha Sustainable Infrastructur | — | EXIT | Sold out |
| 43 | AR | Antero Resources CORP | — | — | Unchanged |
| 44 | UL | Unilever PLC | — | +0.51% | Add |
| 45 | TGT | Target CORP | — | +0.84% | Add |
| 46 | MRK | Merck & Co. Inc. | — | +0.92% | Add |
| 47 | KMI | Kinder Morgan, Inc. | — | +1.05% | Add |
| 48 | WMB | Williams Cos Inc | — | — | Unchanged |
| 49 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 50 | OKE | Oneok Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Financial Avengers, Inc. reported a total U.S. public equity portfolio value of $241.1M across 161 disclosed positions in Q4 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 AMZN, NVDA, AAPL) accounted for 47.5% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
XOM
前期市值: $42.9K
During Q4 2024, Financial Avengers, Inc.'s top holdings by market value included AMZN (13.2%)、NVDA (12.9%)、AAPL (11.9%). The largest single position, AMZN, represented 13.2% of total portfolio value.
In Q4 2024, Financial Avengers, Inc. made 108 total portfolio adjustments, initiating 0 new buys, adding to 65 positions, trimming 27 holdings, and fully liquidating 16 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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