Financial Avengers, Inc.
Top Portfolio Positions
126 positions ·
$185,341,011 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
164,973 | $28,771,291 | 15.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
106,966 | $22,277,808 | 12.02% | |
| AAPL |
Apple Inc.
Technology
|
86,019 | $21,830,762 | 11.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
36,328 | $17,408,377 | 9.39% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
140,399 | $13,194,698 | 7.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
47,093 | $11,511,412 | 6.21% | |
| AXP |
American Express Co
Financial Services
|
36,860 | $11,149,412 | 6.02% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
170,934 | $8,333,032 | 4.50% | |
| MSFT |
Microsoft Corp
Technology
|
15,608 | $5,777,613 | 3.12% | |
| SHOP |
Shopify Inc.
Technology
|
47,560 | $5,641,567 | 3.04% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,767 | 50 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $6,489 | 50 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $6,512 | 50 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,531 | 50 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,775 | 50 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,852 | 50 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,510 | 50 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,192 | 50 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,768 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,074 | 213 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,970 | 213 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $19,236 | 213 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $18,980 | 213 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,297 | 213 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $18,667 | 213 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $20,484 | 213 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $25,127 | 213 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,944 | 213 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,973 | 100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,256 | 100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,368 | 150 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,404 | 150 | Shares | Sole | 2021-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||