Finivi Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Finivi Inc. held in its portfolio 103 assets valued at $172,882,613 (i.e. $172.88M).
The most valuable assets in the portfolio included: SSGA ACTIVE ETF TR ($9.29M), INVESCO QQQ TR ($8.92M), and VANGUARD SCOTTSDALE FDS ($8.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Finivi Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SSGA ACTIVE ETF TR | 230699 | 9285651 | STATE STREET DOU |
| INVESCO QQQ TR | 14518 | 8918843 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 99012 | 8292249 | INT-TERM CORP |
| BROADCOM INC | 19808 | 6855430 | COM |
| ALPHABET INC | 21729 | 6818452 | CAP STK CL C |
| MICROSOFT CORP | 12992 | 6283381 | COM |
| APPLE INC | 21962 | 5970580 | COM |
| AMAZON COM INC | 25850 | 5966806 | COM |
| WALMART INC | 48788 | 5435526 | COM |
| ELI LILLY & CO | 4696 | 5047006 | COM |
| NVIDIA CORPORATION | 26057 | 4859588 | COM |
| META PLATFORMS INC | 6771 | 4469319 | CL A |
| NU HLDGS LTD | 247691 | 4146347 | ORD SHS CL A |
| BERKSHIRE HATHAWAY INC DEL | 8242 | 4142841 | CL B NEW |
| JPMORGAN CHASE & CO. | 11375 | 3665379 | COM |
| EXXON MOBIL CORP | 28408 | 3418593 | COM |
| COSTCO WHSL CORP NEW | 3682 | 3174984 | COM |
| OREILLY AUTOMOTIVE INC | 33876 | 3089831 | COM |
| MCDONALDS CORP | 9776 | 2987836 | COM |
| SELECT SECTOR SPDR TR | 18437 | 2859963 | STATE STREET IND |
| AT&T INC | 113341 | 2815378 | COM |
| CITIGROUP INC | 23800 | 2777197 | COM NEW |
| NEXTERA ENERGY INC | 31176 | 2502782 | COM |
| KROGER CO | 39360 | 2459183 | COM |
| BARRICK MNG CORP | 47327 | 2061089 | COM SHS |
| VERTIV HOLDINGS CO | 12264 | 1986860 | COM CL A |
| NETFLIX INC | 20691 | 1939988 | COM |
| TEMPUS AI INC | 31071 | 1834743 | CL A |
| ROBINHOOD MKTS INC | 16101 | 1821023 | COM CL A |
| GOLDMAN SACHS GROUP INC | 1930 | 1696596 | COM |
| MP MATERIALS CORP | 29206 | 1475487 | COM CL A |
| SPDR GOLD TR | 3685 | 1460402 | GOLD SHS |
| MUELLER INDS INC | 12433 | 1427353 | COM |
| PHILIP MORRIS INTL INC | 8587 | 1377373 | COM |
| UNITEDHEALTH GROUP INC | 4171 | 1376867 | COM |
| ORACLE CORP | 6891 | 1343143 | COM |
| PROCTER AND GAMBLE CO | 8987 | 1287903 | COM |
| J P MORGAN EXCHANGE TRADED F | 21157 | 1229634 | NASDAQ EQT PREM |
| S&P GLOBAL INC | 2231 | 1165681 | COM |
| BANK AMERICA CORP | 19075 | 1049107 | COM |
| APPLIED MATLS INC | 4024 | 1034052 | COM |
| ROCKWELL AUTOMATION INC | 2531 | 984559 | COM |
| ALPHABET INC | 3120 | 976664 | CAP STK CL A |
| VISA INC | 2780 | 974994 | COM CL A |
| UBER TECHNOLOGIES INC | 11830 | 966591 | COM |
| CANADIAN NAT RES LTD | 28341 | 959358 | COM |
| CHUBB LIMITED | 3000 | 936360 | COM |
| DEERE & CO | 1864 | 867608 | COM |
| SHELL PLC | 10964 | 805634 | SPON ADS |
| ISHARES BITCOIN TRUST ETF | 15543 | 771710 | SHS BEN INT |
| TJX COS INC NEW | 4935 | 758141 | COM |
| INTUITIVE SURGICAL INC | 1325 | 750427 | COM NEW |
| PALO ALTO NETWORKS INC | 4071 | 749878 | COM |
| CATERPILLAR INC | 1292 | 739989 | COM |
| WASTE MGMT INC DEL | 3324 | 730305 | COM |
| BLOCK INC | 11174 | 727316 | CL A |
| GLOBAL X FDS | 15090 | 721138 | US INFR DEV ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1151 | 694275 | UTSER1 S&PDCRP |
| ABBVIE INC | 2890 | 660355 | COM |
| DUKE ENERGY CORP NEW | 5473 | 641534 | COM NEW |
| EVERSOURCE ENERGY | 9205 | 619739 | COM |
| ISHARES TR | 9486 | 589542 | U.S. MED DVC ETF |
| HOME DEPOT INC | 1701 | 585435 | COM |
| CORNING INC | 6653 | 582499 | COM |
| DIGITAL RLTY TR INC | 3520 | 544506 | COM |
| HUDBAY MINERALS INC | 27318 | 542265 | COM |
| UNITED RENTALS INC | 666 | 539049 | COM |
| AMERICAN INTL GROUP INC | 6027 | 515636 | COM NEW |
| JOHNSON & JOHNSON | 2458 | 508659 | COM |
| VANGUARD BD INDEX FDS | 9933 | 495037 | VANGUARD ULTRA |
| APPLOVIN CORP | 711 | 479086 | COM CL A |
| SELECT SECTOR SPDR TR | 9985 | 446442 | STATE STREET ENE |
| GE AEROSPACE | 1439 | 443156 | COM NEW |
| PROGRESSIVE CORP | 1939 | 441558 | COM |
| RTX CORPORATION | 2299 | 421687 | COM |
| AURORA INNOVATION INC | 104911 | 402858 | CLASS A COM |
| 3M CO | 2441 | 390805 | COM |
| PALANTIR TECHNOLOGIES INC | 2010 | 357278 | CL A |
| VANECK ETF TRUST | 2756 | 342292 | URANIUM AND NUCL |
| SERVICENOW INC | 2165 | 331656 | COM |
| NUCOR CORP | 1995 | 325481 | COM |
| WORKDAY INC | 1488 | 319593 | CL A |
| QUANTA SVCS INC | 730 | 308196 | COM |
| ROSS STORES INC | 1677 | 302034 | COM |
| FIVE9 INC | 14913 | 299006 | COM |
| CARVANA CO | 698 | 294570 | CL A |
| VERIZON COMMUNICATIONS INC | 6998 | 285041 | COM |
| J P MORGAN EXCHANGE TRADED F | 4896 | 280223 | EQUITY PREMIUM |
| ISHARES TR | 1137 | 279930 | RUSSELL 2000 ETF |
| ABBOTT LABS | 2175 | 272468 | COM |
| BITMINE IMMERSION TECNOLOGIE | 10027 | 272223 | COM NEW |
| APOLLO GLOBAL MGMT INC | 1865 | 269990 | COM |
| EATON CORP PLC | 797 | 253946 | SHS |
| SHOPIFY INC | 1577 | 253850 | CL A SUB VTG SHS |
| UNION PAC CORP | 1095 | 253357 | COM |
| EMERSON ELEC CO | 1841 | 244335 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 8401 | 235732 | SHS NEW |
| CHIPOTLE MEXICAN GRILL INC | 6293 | 232841 | COM |
| AMERICAN TOWER CORP NEW | 1295 | 227341 | COM |
| APPLIED INDL TECHNOLOGIES IN | 870 | 223300 | COM |
| MASTERCARD INCORPORATED | 391 | 223254 | CL A |
| MERCADOLIBRE INC | 108 | 217540 | COM |
| BLACKSTONE INC | 1310 | 201895 | COM |
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