Institutions / Finivi Inc.
Finivi Inc.
CIK 2101641 · Institution · as of Dec 31, 2025
Portfolio value
$172.88M
Positions
103
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 103 →
| Company | Value | % of portfolio |
|---|---|---|
| Ssga Active ETF Tr | $9.29M | 5.4% |
| Invesco Qqq Tr | $8.92M | 5.2% |
| Vanguard Scottsdale Fds | $8.29M | 4.8% |
| Broadcom Inc. | $6.86M | 4.0% |
| Alphabet Inc. | $6.82M | 3.9% |
| Microsoft Corp | $6.28M | 3.6% |
| Apple Inc. | $5.97M | 3.5% |
| Amazon.com Inc | $5.97M | 3.5% |
| Walmart Inc. | $5.44M | 3.1% |
| ELI LILLY & Co | $5.05M | 2.9% |
| NVIDIA Corp | $4.86M | 2.8% |
| Meta Platforms Inc | $4.47M | 2.6% |
| Nu Hldgs Ltd | $4.15M | 2.4% |
| Warren E. Buffett | $4.14M | 2.4% |
| JPMorgan Chase & Co | $3.67M | 2.1% |
| Exxon Mobil Corp | $3.42M | 2.0% |
| Costco Wholesale Corp /New | $3.17M | 1.8% |
| O Reilly Automotive Inc | $3.09M | 1.8% |
| Mcdonald'S Corp | $2.99M | 1.7% |
| Select Sector SPDR Tr | $2.86M | 1.7% |
| AT&T Inc. | $2.82M | 1.6% |
| Citigroup Inc | $2.78M | 1.6% |
| Nextera Energy Inc | $2.50M | 1.4% |
| Kroger Co | $2.46M | 1.4% |
| Barrick Mng Corp | $2.06M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.