Pricing

FINANCIAL AVENGERS, INC.

0 followers ·
OAKLAND CA Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Financial Avengers is based out of Oakland. Financial Avengers is a large advisory firm with 216 clients and discretionary assets under management (AUM) of $312,066,586 (Form ADV from 2023-03-17). Their last reported 13F filing for Q4 2023 included $166,287,561 in managed 13F securities and a top 10 holdings concentration of 73.33%. Financial Avengers's largest holding is Apple Inc with shares held of 120,516. Whalewisdom has at least 13 13F filings

2023-12-31

Top Buys (13F)

Name % Change
SCHW Charles Schwab Corp 0.84%
AXP American Express Co 0.59%
BAC Bank of America Corp 0.46%
SHOP Shopify Inc 0.41%
MSFT Microsoft Corp. 0.23%

2023-12-31

Top Sells (13F)

Name % Change
PYPL PayPal Holdings Inc 0.94%
TSLA Tesla Inc 0.84%
BRK.B Berkshire Hathaway I 0.81%
GOOG Alphabet Inc. Class 0.33%
ABNB Airbnb, Inc. 0.25%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 13.95%
AMZN Amazon.com Inc. 11.96%
BRK.B Berkshire Hathaway I 8.51%
GOOG Alphabet Inc. Class 7.9%
NVDA NVIDIA Corp. 7.13%

2023-12-31

13F Activity

Market Value $166m, Prior: $150m
New Purchases 4 stocks
Added To 70 stocks
Sold out of 5 stocks
Reduced holdings in 17 stocks
Top 10 Holdings % 73.33%
Turnover %[1] 5.03%
Turnover Alt %[2] 0.44%
Time Held Top 20 10.75 quarters
Time Held Top 10 10.9 quarters
Time Held All 8.94 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance