Ticker | $ Bought |
---|---|
asml hldg n v fsponsored adr 1 adr reps 1 ord shs | 48,083 |
ishares russell 2000 value etf | 8,361 |
Ticker | % Inc. |
---|---|
lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs | 150 |
Ticker | % Reduced |
---|---|
ford mtr co del | -98.08 |
broadcom inc | -77.01 |
nv5 global inc | -70.00 |
corning inc | -69.27 |
merck & co. inc. | -66.43 |
netflix inc | -62.9 |
cisco sys inc | -60.8 |
ss&c technologies hldgs | -60.28 |
Ticker | $ Sold |
---|---|
coeur mng inc | -34,134 |
palantir technologies inclass a | -42,200 |
uber technologies inc | -34,098 |
ishares us financial seretf | -31,420 |
morgan stanley | -27,300 |
paypal hldgs inc | -15,008 |
honeywell intl inc | -44,044 |
spdr s&p 500 etf | -111,878 |
Financial Avengers, Inc. has about 29% of it's holdings in Technology sector.
Sector | % |
---|---|
Technology | 29 |
Financial Services | 17.1 |
Others | 16.1 |
Consumer Cyclical | 15 |
Communication Services | 13.1 |
Healthcare | 5.4 |
Consumer Defensive | 3.1 |
Financial Avengers, Inc. has about 83.7% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
MEGA-CAP | 61.5 |
LARGE-CAP | 22.2 |
UNALLOCATED | 16.1 |
About 83.6% of the stocks held by Financial Avengers, Inc. either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 83.6 |
Others | 16.3 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Financial Avengers, Inc. has 140 stocks in it's portfolio. About 75.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Financial Avengers, Inc. last quarter.
Last Reported on: 13 Aug, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
NVDA | nvidia corp | 14.11 | 192,362 | 30,391,300 | reduced | -50.57 | ||
Historical Trend of NVIDIA CORP Position Held By Financial Avengers, Inc.What % of Portfolio is NVDA?:Number of NVDA shares held:Change in No. of Shares Held: | ||||||||
AMZN | amazon.com inc | 12.18 | 119,640 | 26,247,800 | reduced | -50.83 | ||
AAPL | apple inc | 9.03 | 94,849 | 19,460,100 | reduced | -51.05 | ||
berkshire hathaway class b | 8.65 | 38,375 | 18,641,400 | reduced | -50.17 | |||
GOOG | alphabet inc class c | 7.18 | 87,237 | 15,475,000 | reduced | -50.28 | ||
SCHW | charles schwab corp | 6.54 | 154,540 | 14,100,200 | reduced | -50.48 | ||
AXP | american express co | 5.98 | 40,394 | 12,884,900 | reduced | -50.07 | ||
BAC | bank of america corp | 4.19 | 190,566 | 9,017,610 | reduced | -50.53 | ||
MSFT | microsoft corp | 3.74 | 16,201 | 8,058,370 | reduced | -49.86 | ||
JNJ | johnson & johnson | 3.50 | 49,345 | 7,537,380 | reduced | -49.1 | ||
DIS | disney walt co | 2.96 | 51,409 | 6,375,280 | reduced | -51.48 | ||
PG | procter & gamble co | 2.81 | 37,994 | 6,053,140 | reduced | -49.93 | ||
shopify inc fclass a | 2.44 | 45,470 | 5,244,960 | reduced | -50.11 | |||
VZ | verizon communications i | 1.87 | 93,136 | 4,030,010 | reduced | -48.16 | ||
SBUX | starbucks corp | 1.81 | 42,585 | 3,902,080 | reduced | -49.28 | ||
AAXJ | ishares broad usd investment grade c | 1.53 | 64,262 | 3,305,650 | reduced | -41.17 | ||
ADBE | adobe inc | 1.42 | 7,912 | 3,061,000 | reduced | -46.28 | ||
BIV | vanguard total bond market etf | 1.22 | 35,801 | 2,636,010 | reduced | -35.76 | ||
PFE | pfizer inc | 1.01 | 89,792 | 2,176,570 | reduced | -40.35 | ||
kenvue inc | 0.99 | 101,722 | 2,129,050 | reduced | -44.6 | |||