Latest Financial Avengers, Inc. Stock Portfolio
Financial Avengers, Inc. Performance:
2025 Q3: 10.03%YTD: 12.82%2024: 29.58%
Performance for 2025 Q3 is 10.03%, and YTD is 12.82%, and 2024 is 29.58%.
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 $232.5 Millions as of 30 Sep, 2025.
The top stock holdings of Financial Avengers, Inc. are NVDA, AMZN, AAPL. The fund has invested 14.9% of it's portfolio in NVIDIA CORP and 10.8% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off NV5 GLOBAL INC (NVEE), EVERGY INC (EVRG) and WALGREENS BOOTS ALLIANCE (WBA) stocks. They significantly reduced their stock positions in CONSOLIDATED EDISON INC (ED), SS&C TECHNOLOGIES HLDGS (SSNC) and THE COCA-COLA CO (KO). Financial Avengers, Inc. opened new stock positions in ACUREN CORP and MICROVISION INC DEL (MVIS). 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, LYFT INC CLASS A (LYFT) and KYNDRYL HLDGS INC (KD).
The top stock holdings of Financial Avengers, Inc. are NVDA, AMZN, AAPL. The fund has invested 14.9% of it's portfolio in NVIDIA CORP and 10.8% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off NV5 GLOBAL INC (NVEE), EVERGY INC (EVRG) and WALGREENS BOOTS ALLIANCE (WBA) stocks. They significantly reduced their stock positions in CONSOLIDATED EDISON INC (ED), SS&C TECHNOLOGIES HLDGS (SSNC) and THE COCA-COLA CO (KO). Financial Avengers, Inc. opened new stock positions in ACUREN CORP and MICROVISION INC DEL (MVIS). 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, LYFT INC CLASS A (LYFT) and KYNDRYL HLDGS INC (KD).
Financial Avengers, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Avengers, Inc. made a return of 10.03% in the last quarter. In trailing 12 months, it's portfolio return was 38.66%.
New Buys
| Ticker | $ Bought |
|---|---|
| acuren corp | 119,790 |
| microvision inc del | 1,240 |
| walgreens boots alliance | 0.00 |
New stocks bought by Financial Avengers, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs | 452 |
| lyft inc class a | 33.33 |
| rolls-royce holdings p fsponsored adr 1 adr reps 1 ord shs | 32.8 |
| kyndryl hldgs inc | 21.83 |
| vanguard total bond market etf | 15.41 |
| ishares brd usd inv grd corp bd etf | 13.33 |
| intel corp | 9.56 |
| pfizer inc | 9.47 |
Additions to existing portfolio by Financial Avengers, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| consolidated edison inc | -83.68 |
| ss&c technologies hldgs | -50.25 |
| the coca-cola co | -26.31 |
| takeda pharmaceutical fsponsored adr 1 adr reps 0.5 ord shs | -25.48 |
| advanced micro devic | -19.83 |
| first solar inc | -17.48 |
| dropbox inc class a | -14.35 |
| vertex pharmaceuticals i | -10.71 |
Financial Avengers, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nv5 global inc | -138,540 |
| evergy inc | -29,560 |
| walgreens boots alliance | -4,212 |
| bath & body wks inc | -1.00 |
Financial Avengers, Inc. got rid off the above stocks
Sector Distribution
Financial Avengers, Inc. has about 30.4% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30.4 |
| Others | 16.1 |
| Financial Services | 16.1 |
| Communication Services | 14.3 |
| Consumer Cyclical | 13.7 |
| Healthcare | 5.7 |
| Consumer Defensive | 2.7 |
Market Cap. Distribution
Financial Avengers, Inc. has about 83.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 63.3 |
| LARGE-CAP | 20.5 |
| UNALLOCATED | 16.1 |
Stocks belong to which Index?
About 83.8% of the stocks held by Financial Avengers, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 83.8 |
| Others | 16.2 |
Financial Avengers, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Financial Avengers, Inc.
Financial Avengers, Inc. has 140 stocks in it's portfolio. About 75.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Financial Avengers, Inc. last quarter.
Last Reported on: 17 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 10.05 | 91,751 | 23,362,600 | reduced | -3.27 | ||
| AAXJ | ishares brd usd inv grd corp bd etf | 1.64 | 72,825 | 3,802,920 | added | 13.33 | ||
| ABBV | abbvie inc | 0.00 | 49.00 | 11,385 | unchanged | 0.00 | ||
| ABNB | airbnb inc class a | 0.00 | 50.00 | 6,071 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.04 | 725 | 97,145 | added | 0.42 | ||
| ACGL | arch capital group ltd f | 0.06 | 1,665 | 151,065 | unchanged | 0.00 | ||
| ACSI | adasina social justc allcp glb etf | 0.01 | 1,541 | 31,331 | unchanged | 0.00 | ||
| ADBE | adobe inc | 1.27 | 8,335 | 2,947,230 | added | 5.35 | ||
| ADP | automatic data processin | 0.11 | 872 | 255,882 | added | 0.46 | ||
| ADSK | autodesk inc | 0.03 | 250 | 79,418 | reduced | -10.07 | ||
| AEP | american elec pwr co inc | 0.03 | 555 | 62,415 | reduced | -7.5 | ||
| AIG | american intl group inc | 0.00 | 49.00 | 3,820 | added | 2.08 | ||
| AMAT | applied matls inc | 0.01 | 104 | 21,309 | unchanged | 0.00 | ||
| AMD | advanced micro devic | 0.21 | 3,000 | 485,370 | reduced | -19.83 | ||
| AMGN | amgen inc | 0.00 | 21.00 | 6,010 | unchanged | 0.00 | ||
| AMT | american tower corp new reit | 0.00 | 60.00 | 11,515 | added | 1.69 | ||
| AMZN | amazon.com inc | 10.81 | 114,440 | 25,127,600 | reduced | -4.35 | ||
| APH | amphenol corp new class a | 0.00 | 103 | 12,778 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.03 | 229 | 75,576 | unchanged | 0.00 | ||
| AXP | american express co | 5.58 | 39,075 | 12,979,100 | reduced | -3.27 | ||