Portfolio (Quarterly)
Guide ↗
Finivi Inc.
· CIK 0002101641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 15,543 | $772K | 0.45% | SOLD |
| 2 | NOW | SERVICENOW INC | Technology | 2,165 | $332K | 0.19% | SOLD |
| 3 | WDAY | WORKDAY INC | Technology | 1,488 | $320K | 0.18% | SOLD |
| 4 | CVNA | CARVANA CO | Consumer Cyclical | 698 | $295K | 0.17% | SOLD |
| 5 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 10,027 | $272K | 0.16% | SOLD |
| 6 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,865 | $270K | 0.16% | SOLD |
| 7 | SHOP | SHOPIFY INC | Technology | 1,577 | $254K | 0.15% | SOLD |
| 8 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 8,401 | $236K | 0.14% | SOLD |
| 9 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 1,295 | $227K | 0.13% | SOLD |
| 10 | MA | MASTERCARD INCORPORATED | Financial Services | 391 | $223K | 0.13% | SOLD |
| 11 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 108 | $218K | 0.13% | SOLD |
| 12 | BX | BLACKSTONE INC | Financial Services | 1,310 | $202K | 0.12% | SOLD |
Sector Allocation
Financial Services
20.4%
Technology
19.2%
Communication Services
11.8%
Consumer Defensive
11.2%
Consumer Cyclical
9.8%
Industrials
8.8%
Healthcare
6.4%
Energy
5.3%
Utilities
3.4%
Basic Materials
3.2%