Finivi Inc.
Top Portfolio Positions
87 positions ·
$142,643,485 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
15,727 | $9,077,309 | 6.36% |
| WMT |
Walmart Inc.
Consumer Defensive
|
52,045 | $6,468,152 | 4.53% |
| AVGO |
Broadcom Inc.
Technology
|
20,430 | $6,323,289 | 4.43% |
| AAPL |
Apple Inc.
Technology
|
23,204 | $5,888,943 | 4.13% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,909 | $5,604,337 | 3.93% |
| XOM |
Exxon Mobil Corp
Energy
|
30,967 | $5,253,861 | 3.68% |
| MSFT |
Microsoft Corp
Technology
|
13,621 | $5,042,085 | 3.53% |
| LLY |
ELI LILLY & Co
Healthcare
|
5,421 | $4,986,073 | 3.50% |
| NVDA |
Nvidia Corp
Technology
|
27,547 | $4,804,196 | 3.37% |
| META |
Meta Platforms, Inc.
Communication Services
|
7,109 | $4,067,272 | 2.85% |
Portfolio Trend
Holdings in T
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,535,649 | 121,961 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,815,390 | 113,341 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,230,430 | 114,392 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $3,268,281 | 112,933 | Shares | Sole | 2025-12-19 | |
| 2025-03-31 | $3,121,829 | 110,390 | Shares | Sole | 2025-12-19 | |
| 2024-12-31 | $2,315,458 | 101,689 | Shares | Sole | 2025-12-19 | |
| 2024-09-30 | $1,534,016 | 69,728 | Shares | Sole | 2025-12-19 | |
| 2024-06-30 | $1,195,540 | 62,561 | Shares | Sole | 2025-12-19 | |
| 2024-03-31 | $1,042,377 | 59,226 | Shares | Sole | 2025-12-19 | |
| 2023-12-31 | $579,597 | 34,541 | Shares | Sole | 2025-12-19 | |
| 2021-12-31 | $276,639 | 14,889 | Shares | Sole | 2025-12-19 | |
| No quarters match your search. | ||||||