Portfolio (Quarterly)
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Financial Avengers, Inc.
· CIK 0001844393| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GOOGL | ALPHABET INC CLASS CLASS A | Communication Services | 6,620.0 | $1.9M | 0.87% | NEW | — | $287.56 | +35.2% |
| 22 | KVUE | KENVUE INC | Consumer Defensive | 107,194.0 | $1.8M | 0.84% | NEW | — | $17.24 | +2.6% |
| 23 | MMM | 3M CO | Industrials | 10,366.0 | $1.5M | 0.69% | NEW | — | $145.23 | +6.8% |
| 24 | — | BERKSHIRE HATHAWAY INC DCLASS A | — | 2.0 | $1.4M | 0.66% | NEW | — | $718140.00 | — |
| 25 | LLY | ELI LILLY AND CO | Healthcare | 1,223.0 | $1.1M | 0.51% | NEW | — | $919.41 | +17.8% |
| 26 | — | ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | — | 72,225.0 | $1.1M | 0.51% | NEW | — | $15.42 | — |
| 27 | META | META PLATFORMS INC CLASS CLASS A | Communication Services | 1,121.0 | $641K | 0.29% | NEW | — | $571.92 | +11.1% |
| 28 | AMD | ADVANCED MICRO DEVIC | Technology | 2,027.0 | $412K | 0.19% | NEW | — | $203.43 | +143.6% |
| 29 | — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | — | 3,110.0 | $340K | 0.15% | NEW | — | $109.24 | — |
| 30 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 304.0 | $303K | 0.14% | NEW | — | $995.71 | +0.8% |
| 31 | JPM | JPMORGAN CHASE & CO | Financial Services | 788.0 | $232K | 0.11% | NEW | — | $294.24 | +1.7% |
| 32 | GE | GE AEROSPACE | Industrials | 815.0 | $231K | 0.10% | NEW | — | $283.74 | +11.8% |
| 33 | GEV | GE VERNOVA INC | Utilities | 243.0 | $212K | 0.10% | NEW | — | $874.43 | +18.0% |
| 34 | T | AT&T INC | Communication Services | 7,164.0 | $208K | 0.10% | NEW | — | $28.99 | -14.1% |
| 35 | V | VISA INC CLASS CLASS A | Financial Services | 684.0 | $207K | 0.09% | NEW | — | $302.28 | +8.4% |
| 36 | GILD | GILEAD SCIENCES INC | Healthcare | 1,335.0 | $186K | 0.09% | NEW | — | $139.41 | -4.1% |
| 37 | ADP | AUTOMATIC DATA PROCESSIN | Industrials | 882.0 | $179K | 0.08% | NEW | — | $203.25 | +7.1% |
| 38 | ACGL | ARCH CAPITAL GROUP LTD F | Financial Services | 1,640.0 | $157K | 0.07% | NEW | — | $95.99 | -4.8% |
| 39 | CSCO | CISCO SYS INC | Technology | 2,000.0 | $155K | 0.07% | NEW | — | $77.60 | +54.2% |
| 40 | IBM | IBM CORP | Technology | 559.0 | $136K | 0.06% | NEW | — | $242.45 | +5.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.6%
Communication Services
18.2%
Financial Services
17.7%
Consumer Cyclical
15.2%
Healthcare
8.8%
Consumer Defensive
4.1%
Industrials
1.1%
Utilities
0.2%
Real Estate
0.1%
Energy
0.0%