Latest Financial Avengers, Inc. Stock Portfolio

Financial Avengers, Inc. Performance:
2025 Q2: 10.97%YTD: 5.88%2024: 24.72%

Performance for 2025 Q2 is 10.97%, and YTD is 5.88%, and 2024 is 24.72%.

About Financial Avengers, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Financial Avengers, Inc. reported an equity portfolio of $215.4 Millions as of 30 Jun, 2025.

The top stock holdings of Financial Avengers, Inc. are NVDA, AMZN, AAPL. The fund has invested 14.1% of it's portfolio in NVIDIA CORP and 12.2% of portfolio in AMAZON.COM INC.

The fund managers got completely rid off SPDR S&P 500 ETF (SPY), HONEYWELL INTL INC (HON) and PALANTIR TECHNOLOGIES INCLASS A (PLTR) stocks. They significantly reduced their stock positions in FORD MTR CO DEL (F), BROADCOM INC (AVGO) and NV5 GLOBAL INC (NVEE). Financial Avengers, Inc. opened new stock positions in ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS and ISHARES RUSSELL 2000 VALUE ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS.

Financial Avengers, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Avengers, Inc. made a return of 10.97% in the last quarter. In trailing 12 months, it's portfolio return was 12.13%.
20212022202320242025−40−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
asml hldg n v fsponsored adr 1 adr reps 1 ord shs48,083
ishares russell 2000 value etf8,361

New stocks bought by Financial Avengers, Inc.

Additions

Ticker% Inc.
lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs150

Additions to existing portfolio by Financial Avengers, Inc.

Financial Avengers, Inc. reduced stake in above stock

Sold off

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. got rid off the above stocks

Sector Distribution

Financial Avengers, Inc. has about 29% of it's holdings in Technology sector.

29%17%16%15%13%
Sector%
Technology29
Financial Services17.1
Others16.1
Consumer Cyclical15
Communication Services13.1
Healthcare5.4
Consumer Defensive3.1

Market Cap. Distribution

Financial Avengers, Inc. has about 83.7% of it's portfolio invested in the large-cap and mega-cap stocks.

62%22%16%
Category%
MEGA-CAP61.5
LARGE-CAP22.2
UNALLOCATED16.1

Stocks belong to which Index?

About 83.6% of the stocks held by Financial Avengers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

84%16%
Index%
S&P 50083.6
Others16.3
Top 5 Winners (%)%
RBLX
roblox corp class a
80.5 %
AVGO
broadcom inc
64.6 %
APH
amphenol corp new class a
50.8 %
NVDA
nvidia corp
45.8 %
MCHP
microchip technology inc
45.4 %
Top 5 Winners ($)$
NVDA
nvidia corp
19.3 M
AMZN
amazon.com inc
7.1 M
SCHW
charles schwab corp
4.0 M
AXP
american express co
4.0 M
MSFT
microsoft corp
3.9 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-40.5 %
MPW
medical pptys tr inc reit
-28.6 %
CRI
carters inc
-26.3 %
BMY
bristol myers squibb co
-24.2 %
TMO
thermo fisher scientific
-18.5 %
Top 5 Losers ($)$
AAPL
apple inc
-3.3 M
JNJ
johnson & johnson
-1.3 M
PG
procter & gamble co
-0.8 M
SBUX
starbucks corp
-0.5 M
VZ
verizon communications i
-0.4 M

Financial Avengers, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

NVDAAMZNAAPLGOOGSCHWAXPBACMSFTJNJDISPGVZSBUXAAXJADBEBIVPF....TS....MM..GO..LLYMETAA..C..A..V..J..G..T..I..N..A..G..C..N....F..H..T..U..A..D..F..A..

Current Stock Holdings of Financial Avengers, Inc.

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, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of NVIDIA CORP Position Held By Financial Avengers, Inc.

What % of Portfolio is NVDA?:

No data available

Number of NVDA shares held:

No data available

Change in No. of Shares Held:

No data available