The Analysis of Financial Avengers, Inc.'s Holdings & P&L


Currently, Financial Avengers, Inc. holds 151 types of securities in its portfolio with a total value $219.3M. In the most recent quarter, they have increased their positions in USIG (+28.4K shares, valued at $1.5M), BND (+19.6K shares, valued at $1.4M), VZ (+13.5K shares, valued at $675.7K); decreased their positions in NVDA (-20.9K shares, valued at $3.6M), N/A (-9.3K shares, valued at $2.7M), AMZN (-7.5K shares, valued at $1.6M); initiated new positions in EAGG (+727 shares, valued at $34.5K), N/A (+537 shares, valued at $30.6K), EAOM (+875 shares, valued at $26.0K).


1M P&L
+8.0M+4.07%
3M P&L
+11.9M+6.20%
HY P&L
+12.2M+6.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors35.4M
18.6%
2Internet Retail25.2M
13.2%
3Consumer Electronics23.4M
12.3%

Top Industries by Stock Count

1N/A13 stocks
10.1%
2Drug Manufacturers - General7 stocks
5.4%
3Software - Application7 stocks
5.4%
Stock Holdings
NVDA
NVIDIA CORP
-11.22%
Shares165.0K
Event2026-03-31
Filed2026-05-19
AMZN
AMAZON.COM INC
-6.53%
Shares107.0K
Event2026-03-31
Filed2026-05-19
AAPL
APPLE INC
-6.25%
Shares86.0K
Event2026-03-31
Filed2026-05-19
ALPHABET INC CLASS CLASS C
ALPHABET INC CLASS CLASS C
-11.19%
Shares73.6K
Event2026-03-31
Filed2026-05-19
BERKSHIRE HATHAWAY CLASS B
BERKSHIRE HATHAWAY CLASS B
-2.52%
Shares36.3K
Event2026-03-31
Filed2026-05-19
SCHW
CHARLES SCHWAB CORP
-5.89%
Shares140.4K
Event2026-03-31
Filed2026-05-19
JNJ
JOHNSON & JOHNSON
-4.21%
Shares47.1K
Event2026-03-31
Filed2026-05-19
AXP
AMERICAN EXPRESS CO
-5.67%
Shares36.9K
Event2026-03-31
Filed2026-05-19
BAC
BANK OF AMERICA CORP
-6.03%
Shares170.9K
Event2026-03-31
Filed2026-05-19
MSFT
MICROSOFT CORP
-1.52%
Shares15.6K
Event2026-03-31
Filed2026-05-19
SHOP
SHOPIFY INC FCLASS CLASS A
5.42%
Shares47.6K
Event2026-03-31
Filed2026-05-19
VZ
VERIZON COMMUNICATIONS I
14.09%
Shares109.0K
Event2026-03-31
Filed2026-05-19
PG
PROCTER & GAMBLE CO
1.02%
Shares37.5K
Event2026-03-31
Filed2026-05-19
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
39.03%
Shares101.2K
Event2026-03-31
Filed2026-05-19
DIS
DISNEY WALT CO
0.23%
Shares50.6K
Event2026-03-31
Filed2026-05-19
BND
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
47.47%
Shares60.9K
Event2026-03-31
Filed2026-05-19
SBUX
STARBUCKS CORP
0.64%
Shares43.8K
Event2026-03-31
Filed2026-05-19
PFE
PFIZER INC
20.16%
Shares118.1K
Event2026-03-31
Filed2026-05-19
TSLA
TESLA INC
-0.17%
Shares5.9K
Event2026-03-31
Filed2026-05-19
ADBE
ADOBE INC
2.59%
Shares8.6K
Event2026-03-31
Filed2026-05-19
ALPHABET INC CLASS CLASS A
ALPHABET INC CLASS CLASS A
-18.06%
Shares6.6K
Event2026-03-31
Filed2026-05-19
KVUE
KENVUE INC
0.27%
Shares107.2K
Event2026-03-31
Filed2026-05-19
MMM
3M CO
8.33%
Shares10.4K
Event2026-03-31
Filed2026-05-19
BRK.A
BERKSHIRE HATHAWAY INC DCLASS A
0.00%
Shares2
Event2026-03-31
Filed2026-05-19
LLY
ELI LILLY AND CO
-13.93%
Shares1.2K
Event2026-03-31
Filed2026-05-19
ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS
ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS
8.77%
Shares72.2K
Event2026-03-31
Filed2026-05-19
META
META PLATFORMS INC CLASS CLASS A
9.69%
Shares1.1K
Event2026-03-31
Filed2026-05-19
AMD
ADVANCED MICRO DEVIC
-32.43%
Shares2.0K
Event2026-03-31
Filed2026-05-19
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
350.72%
Shares3.1K
Event2026-03-31
Filed2026-05-19
COST
COSTCO WHSL CORP NEW
-1.30%
Shares304
Event2026-03-31
Filed2026-05-19
JPM
JPMORGAN CHASE & CO
-2.23%
Shares788
Event2026-03-31
Filed2026-05-19
GE AEROSPACE
GE AEROSPACE
0.25%
Shares815
Event2026-03-31
Filed2026-05-19
GEV
GE VERNOVA INC
0.00%
Shares243
Event2026-03-31
Filed2026-05-19
T
AT&T INC
1.57%
Shares7.2K
Event2026-03-31
Filed2026-05-19
V
VISA INC CLASS CLASS A
0.44%
Shares684
Event2026-03-31
Filed2026-05-19
GILD
GILEAD SCIENCES INC
1.21%
Shares1.3K
Event2026-03-31
Filed2026-05-19
ADP
AUTOMATIC DATA PROCESSIN
1.15%
Shares882
Event2026-03-31
Filed2026-05-19
ACGL
ARCH CAPITAL GROUP LTD F
-1.50%
Shares1.6K
Event2026-03-31
Filed2026-05-19
CSCO
CISCO SYS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-19
IBM
IBM CORP
1.27%
Shares559
Event2026-03-31
Filed2026-05-19
NFLX
NETFLIX INC
975.00%
Shares1.3K
Event2026-03-31
Filed2026-05-19
GLW
CORNING INC
0.50%
Shares798
Event2026-03-31
Filed2026-05-19
HD
HOME DEPOT INC
1.25%
Shares325
Event2026-03-31
Filed2026-05-19
F
FORD MTR CO DEL
1.62%
Shares8.5K
Event2026-03-31
Filed2026-05-19
ASML
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
0.00%
Shares60
Event2026-03-31
Filed2026-05-19
UNH
UNITEDHEALTH GROUP INC
-16.62%
Shares276
Event2026-03-31
Filed2026-05-19
WMT
WALMART INC
0.18%
Shares568
Event2026-03-31
Filed2026-05-19
TXN
TEXAS INSTRS INC
-31.57%
Shares362
Event2026-03-31
Filed2026-05-19
BROADCOM INC
BROADCOM INC
-5.68%
Shares216
Event2026-03-31
Filed2026-05-19
TMO
THERMO FISHER SCIENTIFIC
-13.91%
Shares130
Event2026-03-31
Filed2026-05-19
IRM
IRON MTN INC NEW REIT
1.81%
Shares618
Event2026-03-31
Filed2026-05-19
DBX
DROPBOX INC CLASS CLASS A
-8.62%
Shares2.6K
Event2026-03-31
Filed2026-05-19
NKE
NIKE INC CLASS CLASS B
1.25%
Shares1.1K
Event2026-03-31
Filed2026-05-19
TIC
TIC SOLUTIONS INC
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-19
MCHP
MICROCHIP TECHNOLOGY INC
1.40%
Shares868
Event2026-03-31
Filed2026-05-19
VRTX
VERTEX PHARMACEUTICALS I
0.00%
Shares125
Event2026-03-31
Filed2026-05-19
AEP
AMERICAN ELEC PWR CO INC
-25.41%
Shares414
Event2026-03-31
Filed2026-05-19
ISRG
INTUITIVE SURGICAL INC
-8.33%
Shares110
Event2026-03-31
Filed2026-05-19
INTC
INTEL CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-19
LC
LENDINGCLUB CORP
-12.50%
Shares3.5K
Event2026-03-31
Filed2026-05-19
KO
THE COCA-COLA CO
1.55%
Shares657
Event2026-03-31
Filed2026-05-19
ADSK
AUTODESK INC
-20.00%
Shares200
Event2026-03-31
Filed2026-05-19
TAK
TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-19
FSLR
FIRST SOLAR INC
-4.66%
Shares225
Event2026-03-31
Filed2026-05-19
CLX
CLOROX CO
-9.57%
Shares425
Event2026-03-31
Filed2026-05-19
TMFG
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
0.26%
Shares1.6K
Event2026-03-31
Filed2026-05-19
EBAY
EBAY INC
0.67%
Shares451
Event2026-03-31
Filed2026-05-19
CAT
CATERPILLAR INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-19
PEP
PEPSICO INC
-23.67%
Shares229
Event2026-03-31
Filed2026-05-19
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
0.00%
Shares105
Event2026-03-31
Filed2026-05-19
DHR
DANAHER CORP
0.54%
Shares186
Event2026-03-31
Filed2026-05-19
EAGG
ISHARES ESG U.S. AGGREGATE BOND ETF
New
Shares727
Event2026-03-31
Filed2026-05-19
EQR
EQUITY RESIDENTIAL REIT
2.36%
Shares565
Event2026-03-31
Filed2026-05-19
HSY
HERSHEY CO
-3.75%
Shares154
Event2026-03-31
Filed2026-05-19
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
New
Shares537
Event2026-03-31
Filed2026-05-19
TGT
TARGET CORP EQUITY CLASS EQUITY
2.02%
Shares252
Event2026-03-31
Filed2026-05-19
JSTC
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF
0.84%
Shares1.6K
Event2026-03-31
Filed2026-05-19
GLD
SPDR GOLD SHARES
0.00%
Shares65
Event2026-03-31
Filed2026-05-19
AMAT
APPLIED MATLS INC
-23.08%
Shares80
Event2026-03-31
Filed2026-05-19
UNP
UNION PAC CORP
0.89%
Shares113
Event2026-03-31
Filed2026-05-19
KMI
KINDER MORGAN INC DEL
2.01%
Shares814
Event2026-03-31
Filed2026-05-19
EAOM
ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF
New
Shares875
Event2026-03-31
Filed2026-05-19
USB
US BANCORP DEL
1.92%
Shares478
Event2026-03-31
Filed2026-05-19
AKRE FOCUS ETF
AKRE FOCUS ETF
New
Shares461
Event2026-03-31
Filed2026-05-19
AHR
AMERICAN HEALTHCARE REITREIT
-46.00%
Shares500
Event2026-03-31
Filed2026-05-19
LEVI
LEVI STRAUSS & CO NEW CLASS CLASS A
1.36%
Shares1.3K
Event2026-03-31
Filed2026-05-19
XLV
STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
-26.92%
Shares152
Event2026-03-31
Filed2026-05-19
ITA
ISHARES U.S. AEROSPACE &DEFENSE ETF
New
Shares100
Event2026-03-31
Filed2026-05-19
CMI
CUMMINS INC
0.00%
Shares40
Event2026-03-31
Filed2026-05-19
PPA
INVESCO AEROSPACE & DEFENSE ETF
New
Shares130
Event2026-03-31
Filed2026-05-19
PEBO
PEOPLES BANCORP INC
2.72%
Shares642
Event2026-03-31
Filed2026-05-19
MDB
MONGODB INC CLASS CLASS A
0.00%
Shares80
Event2026-03-31
Filed2026-05-19
NI
NISOURCE INC
1.21%
Shares419
Event2026-03-31
Filed2026-05-19
VEEV
VEEVA SYS INC CLASS CLASS A
0.00%
Shares100
Event2026-03-31
Filed2026-05-19
DAL
DELTA AIR LINES INC DEL
0.78%
Shares258
Event2026-03-31
Filed2026-05-19
GEHC
GE HEALTHCARE TECHNOLOGI
0.00%
Shares234
Event2026-03-31
Filed2026-05-19
YUM
YUM BRANDS INC
0.96%
Shares105
Event2026-03-31
Filed2026-05-19
PBE
INVESCO BIOTECHNOLOGY & GENOME ETF
0.50%
Shares202
Event2026-03-31
Filed2026-05-19
MERCK & CO. INC.
MERCK & CO. INC.
-9.03%
Shares131
Event2026-03-31
Filed2026-05-19
CVX
CHEVRON CORP NEW
2.86%
Shares72
Event2026-03-31
Filed2026-05-19
MGV
VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES
0.00%
Shares101
Event2026-03-31
Filed2026-05-19
CSX
CSX CORP
0.87%
Shares348
Event2026-03-31
Filed2026-05-19
EIX
EDISON INTL
3.30%
Shares188
Event2026-03-31
Filed2026-05-19
VCRB
VANGUARD CORE BOND ETF
New
Shares175
Event2026-03-31
Filed2026-05-19
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-0.98%
Shares101
Event2026-03-31
Filed2026-05-19
WBD
WARNER BROS DISCOVERY INCLASS SERIES A
0.00%
Shares485
Event2026-03-31
Filed2026-05-19
OMCL
OMNICELL INC
0.00%
Shares350
Event2026-03-31
Filed2026-05-19
APH
AMPHENOL CORP NEW CLASS CLASS A
-11.65%
Shares91
Event2026-03-31
Filed2026-05-19
ABBV
ABBVIE INC
2.04%
Shares50
Event2026-03-31
Filed2026-05-19
AMT
AMERICAN TOWER CORP NEW REIT
1.67%
Shares61
Event2026-03-31
Filed2026-05-19
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
0.00%
Shares14
Event2026-03-31
Filed2026-05-19
PSA
PUBLIC STORAGE REIT
2.86%
Shares36
Event2026-03-31
Filed2026-05-19
ED
CONSOLIDATED EDISON INC
1.27%
Shares80
Event2026-03-31
Filed2026-05-19
BMY
BRISTOL MYERS SQUIBB CO
2.21%
Shares139
Event2026-03-31
Filed2026-05-19
ESGV
VANGUARD ESG U.S. STOCK ETF
New
Shares75
Event2026-03-31
Filed2026-05-19
STAG
STAG INDL INC REIT
1.33%
Shares229
Event2026-03-31
Filed2026-05-19
AMGN
AMGEN INC
4.76%
Shares22
Event2026-03-31
Filed2026-05-19
TCOM
TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
0.00%
Shares150
Event2026-03-31
Filed2026-05-19
BMO
BANK MONTREAL QUE F
0.00%
Shares50
Event2026-03-31
Filed2026-05-19
ABNB
AIRBNB INC CLASS A
0.00%
Shares50
Event2026-03-31
Filed2026-05-19
SJM
SMUCKER J M CO
3.57%
Shares58
Event2026-03-31
Filed2026-05-19
LYFT
LYFT INC CLASS CLASS A
0.00%
Shares400
Event2026-03-31
Filed2026-05-19
MA
MASTERCARD INC CLASS CLASS A
-47.62%
Shares11
Event2026-03-31
Filed2026-05-19
LUMN
LUMEN TECHNOLOGIES INC
0.00%
Shares717
Event2026-03-31
Filed2026-05-19
CRI
CARTERS INC
1.50%
Shares135
Event2026-03-31
Filed2026-05-19
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
New
Shares50
Event2026-03-31
Filed2026-05-19
HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
0.00%
Shares25
Event2026-03-31
Filed2026-05-19
PBI
PITNEY BOWES INC
1.69%
Shares420
Event2026-03-31
Filed2026-05-19
AIG
AMERICAN INTL GROUP INC
0.00%
Shares49
Event2026-03-31
Filed2026-05-19
KD
KYNDRYL HLDGS INC
0.00%
Shares279
Event2026-03-31
Filed2026-05-19
BOX
BOX INC CLASS A
0.00%
Shares150
Event2026-03-31
Filed2026-05-19
SPY
STATE STREET SPDR S&P 500 ETF TRUST
New
Shares5
Event2026-03-31
Filed2026-05-19
MPW
MEDICAL PPTYS TR INC REIT
3.13%
Shares691
Event2026-03-31
Filed2026-05-19
RBLX
ROBLOX CORP CLASS A
0.00%
Shares50
Event2026-03-31
Filed2026-05-19
BKD
BROOKDALE SR LIVING INC
New
Shares200
Event2026-03-31
Filed2026-05-19
COTY
COTY INC CLASS A
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-19
WAB
WABTEC
0.00%
Shares9
Event2026-03-31
Filed2026-05-19
ZM
ZOOM COMMUNICATIONS INC CLASS A
400.00%
Shares25
Event2026-03-31
Filed2026-05-19
PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS
PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS
0.00%
Shares200
Event2026-03-31
Filed2026-05-19
THE MAGNUM ICE CREAM C F
THE MAGNUM ICE CREAM C F
New
Shares121
Event2026-03-31
Filed2026-05-19
SOFI
SOFI TECHNOLOGIES INC
New
Shares100
Event2026-03-31
Filed2026-05-19
LDOS
LEIDOS HLDGS INC
New
Shares10
Event2026-03-31
Filed2026-05-19
TMUS
T-MOBILE US INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-19
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
New
Shares80
Event2026-03-31
Filed2026-05-19
QS
QUANTUMSCAPE CORP CLASS CLASS A
New
Shares200
Event2026-03-31
Filed2026-05-19
SLV
ISHARES SILVER TRUST
New
Shares10
Event2026-03-31
Filed2026-05-19
MVIS
MICROVISION INC DEL
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-19
RIVN
RIVIAN AUTOMOTIVE INC CLASS CLASS A
New
Shares40
Event2026-03-31
Filed2026-05-19
VTRS
VIATRIS INC
5.26%
Shares20
Event2026-03-31
Filed2026-05-19
GSAT
GLOBALSTAR INC
0.00%
Shares3
Event2026-03-31
Filed2026-05-19
WALGREENS BOOTS ALLIANCE
WALGREENS BOOTS ALLIANCE
0.00%
Shares367
Event2026-03-31
Filed2026-05-19

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Financial Avengers, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo