Chief Executive Officer

0001095449-23-000049.txt : 20230512 0001095449-23-000049.hdr.sgml : 20230512 20230512144705 ACCESSION NUMBER: 0001095449-23-000049 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Avengers, Inc. CENTRAL INDEX KEY: 0001844393 IRS NUMBER: 943352627 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20587 FILM NUMBER: 23915024 BUSINESS ADDRESS: STREET 1: 505 FOURTEENTH STREET STREET 2: #310 CITY: OAKLAND STATE: CA ZIP: 94612 BUSINESS PHONE: (415) 773-2174 MAIL ADDRESS: STREET 1: 505 FOURTEENTH STREET STREET 2: #310 CITY: OAKLAND STATE: CA ZIP: 94612 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844393 XXXXXXXX 03-31-2023 03-31-2023 Financial Avengers, Inc.

505 FOURTEENTH STREET #310 OAKLAND CA 94612

13F HOLDINGS REPORT 028-20587 000119636 801-78015 N Thomas W. Swift Chief Executive Officer (415) 773-2174 Thomas W. Swift Oakland CA 05-12-2023 0 184 130623109 false INFORMATION TABLE 2 table.2023-03.xml INFORMATION TABLE FOR MARCH 31, 2023 A T & T INC COMMON STOCK 00206R102 70992 3688 SH SOLE 3688 0 0 ABBOTT LABORATORIES COMMON STOCK 002824100 93259 921 SH SOLE 921 0 0 ACTIVISION BLIZZARD COMMON STOCK 00507V109 65558 766 SH SOLE 766 0 0 ADASINA SOCIAL JUSTC ALLCP GLB ETF UIT EXCHANGE TRADED 886364876 19787 1260 SH SOLE 1260 0 0 ADOBE INC COMMON STOCK 00724F101 1538397 3992 SH SOLE 3992 0 0 ADVANCED MICRO DEVICES I COMMON STOCK 007903107 449670 4588 SH SOLE 4588 0 0 AIRBNB INC CLASS A COMMON STOCK 009066101 364492 2930 SH SOLE 2930 0 0 ALPHABET INC. CLASS A COMMON STOCK 02079K305 615990 5938 SH SOLE 5938 0 0 ALPHABET INC. CLASS C COMMON STOCK 02079K107 9701320 93282 SH SOLE 93282 0 0 AMAZON.COM INC COMMON STOCK 023135106 13458377 130297 SH SOLE 130297 0 0 AMC ENTERTAINMEN 0Perc. PFD PREFERRED STOCK 00165C203 29 20 SH SOLE 20 0 0 AMC ENTERTAINMENT CLASS A COMMON STOCK 00165C104 100 20 SH SOLE 20 0 0 AMER ELECTRIC PWR CO COMMON STOCK 025537101 138004 1517 SH SOLE 1517 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 7079261 42918 SH SOLE 42918 0 0 AMERICAN HEALTH CARE REIT INC CLASS I REAL ESTATE INVESTME 398182204 34432 927 SH SOLE 927 0 0 AMERICAN INTL GROUP COMMON STOCK 026874784 2306 46 SH SOLE 46 0 0 AMGEN INC. COMMON STOCK 031162100 2468 10 SH SOLE 10 0 0 AMPHENOL CORP CLASS A COMMON STOCK 032095101 4130 51 SH SOLE 51 0 0 APPLE INC COMMON STOCK 037833100 19483894 118156 SH SOLE 118156 0 0 APPLIED MATERIALS COMMON STOCK 038222105 19406 158 SH SOLE 158 0 0 ARCH CAP GROUP LTD F FOREIGN ORDINARIES G0450A105 137776 2030 SH SOLE 2030 0 0 ARK GENOMIC REVOLUTION ETF UIT EXCHANGE TRADED 00214Q302 692 23 SH SOLE 23 0 0 ARK NEXT GENERATION INTERNET ETF UIT EXCHANGE TRADED 00214Q401 536 10 SH SOLE 10 0 0 AUTO DATA PROCESSING COMMON STOCK 053015103 204007 916 SH SOLE 916 0 0 AUTODESK INC COMMON STOCK 052769106 32473 156 SH SOLE 156 0 0 BANK MONTREAL QUE F FOREIGN CANADIAN 063671101 18980 213 SH SOLE 213 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 5745606 201210 SH SOLE 201210 0 0 BECTON DICKINSON&CO COMMON STOCK 075887109 5135 21 SH SOLE 21 0 0 BERKSHIRE HATHAWAY CLASS A COMMON STOCK 084990175 465600 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 12293369 39814 SH SOLE 39814 0 0 BEYOND MEAT INC COMMON STOCK 08862E109 5518 340 SH SOLE 340 0 0 BLOCK INC CLASS A COMMON STOCK 852234103 69 1 SH SOLE 1 0 0 BOX INC CLASS A COMMON STOCK 10316T104 4019 150 SH SOLE 150 0 0 BRISTOL-MYERS SQUIBB COMMON STOCK 110122108 8404 121 SH SOLE 121 0 0 BROADCOM INC COMMON STOCK 11135F101 12589 20 SH SOLE 20 0 0 BROOKFIELD INFRASTRUC LP LIMITED PARTNERSHP G16252101 10435 309 SH SOLE 309 0 0 CANOPY GROWTH CORP F FOREIGN CANADIAN 138035100 116 66 SH SOLE 66 0 0 CARLISLE CO COMMON STOCK 142339100 2523 11 SH SOLE 11 0 0 CARTERS INC COMMON STOCK 146229109 8495 118 SH SOLE 118 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 8478508 161865 SH SOLE 161865 0 0 CHEVRON CORP COMMON STOCK 166764100 10323 63 SH SOLE 63 0 0 CITIGROUP INC COMMON STOCK 172967424 27267 582 SH SOLE 582 0 0 CLOROX CO COMMON STOCK 189054109 35934 227 SH SOLE 227 0 0 COMCAST CORP CLASS A COMMON STOCK 20030N101 11645 307 SH SOLE 307 0 0 CONSOLIDATED EDISON COMMON STOCK 209115104 42830 448 SH SOLE 448 0 0 CORNING INC COMMON STOCK 219350105 9246 262 SH SOLE 262 0 0 COSTCO WHOLESALE CO COMMON STOCK 22160K105 101805 205 SH SOLE 205 0 0 COTY INC CLASS A COMMON STOCK 222070203 14864 1232 SH SOLE 1232 0 0 CRONOS GROUP INC F FOREIGN CANADIAN 22717L101 114 59 SH SOLE 59 0 0 DANAHER CORP COMMON STOCK 235851102 46073 183 SH SOLE 183 0 0 DATADOG INC CLASS A COMMON STOCK 23804L103 73 1 SH SOLE 1 0 0 DELTA AIR LINES INC DEL COMMON STOCK 247361702 8730 250 SH SOLE 250 0 0 DOORDASH INC CLASS A COMMON STOCK 25809K105 191 3 SH SOLE 3 0 0 DROPBOX INC CLASS A COMMON STOCK 26210C104 157242 7273 SH SOLE 7273 0 0 EBAY INC COMMON STOCK 278642103 14229 321 SH SOLE 321 0 0 EDISON INTERNTNL COMMON STOCK 281020107 11422 162 SH SOLE 162 0 0 EDITAS MEDICINE INCORPOR COMMON STOCK 28106W103 2306 318 SH SOLE 318 0 0 EMBECTA CORP COMMON STOCK 29082K105 112 4 SH SOLE 4 0 0 ENBRIDGE INC F FOREIGN CANADIAN 29250N105 2098 55 SH SOLE 55 0 0 EQUITY RESIDENTIAL REIT REAL ESTATE INVESTME 29476L107 29915 499 SH SOLE 499 0 0 ESS TECH INC COMMON STOCK 26916J106 111 80 SH SOLE 80 0 0 EVERGY INC COMMON STOCK 30034W106 31666 518 SH SOLE 518 0 0 FIRST GREENWICH FINL INC COMMON STOCK 320425200 9966 600 SH SOLE 600 0 0 FIRST SOLAR INC COMMON STOCK 336433107 62205 286 SH SOLE 286 0 0 FORD MOTOR CO COMMON STOCK 345370860 5988827 475304 SH SOLE 475304 0 0 FORTINET INC COMMON STOCK 34959E109 126274 1900 SH SOLE 1900 0 0 GE HEALTHCARE TECHNOLOGI COMMON STOCK 36266G107 19113 233 SH SOLE 233 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604301 67088 702 SH SOLE 702 0 0 GENERAL MILLS INC COMMON STOCK 370334104 3012 35 SH SOLE 35 0 0 GENERAL MOTORS CO COMMON STOCK 37045V100 14180 387 SH SOLE 387 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 103160 1243 SH SOLE 1243 0 0 GLOBALSTAR INC COMMON STOCK 378973408 63 54 SH SOLE 54 0 0 HASBRO INC COMMON STOCK 418056107 23767 443 SH SOLE 443 0 0 HERSHEY CO COMMON STOCK 427866108 38509 151 SH SOLE 151 0 0 HOME DEPOT INC COMMON STOCK 437076102 99927 339 SH SOLE 339 0 0 IBM CORP COMMON STOCK 459200101 54883 419 SH SOLE 419 0 0 INTEL CORP COMMON STOCK 458140100 3574074 109399 SH SOLE 109399 0 0 INTUITIVE SURGICAL COMMON STOCK 46120E602 33211 130 SH SOLE 130 0 0 INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF UIT EXCHANGE TRADED 46137V787 12532 200 SH SOLE 200 0 0 INVITAE CORP COMMON STOCK 46185L103 959 710 SH SOLE 710 0 0 IRON MTN INC NEW REIT REAL ESTATE INVESTME 46284V101 29366 555 SH SOLE 555 0 0 ISHARES BRD USD INV GRD CORP BD ETF UIT EXCHANGE TRADED 464288620 41288 815 SH SOLE 815 0 0 ISHARES S&P MID CAP 400 GRWTH ETF UIT EXCHANGE TRADED 464287606 19308 270 SH SOLE 270 0 0 J M SMUCKER CO COMMON STOCK 832696405 4319 27 SH SOLE 27 0 0 JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS AMERICAN DEPOSITORY 47215P106 483 11 SH SOLE 11 0 0 JETBLUE AIRWAYS CORP COMMON STOCK 477143101 2730 375 SH SOLE 375 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 6236914 40238 SH SOLE 40238 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 93210 715 SH SOLE 715 0 0 KANZHUN LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS AMERICAN DEPOSITORY 48553T106 95 5 SH SOLE 5 0 0 KBS GROWTH & INCOME REIT INC CLASS A REAL ESTATE INVESTME 48244M106 5310 4578 SH SOLE 4578 0 0 KINDER MORGAN INC COMMON STOCK 49456B101 12188 696 SH SOLE 696 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 723 49 SH SOLE 49 0 0 LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS COMMON STOCK 524ESC100 0 135 SH SOLE 135 0 0 LENDINGCLUB CORP COMMON STOCK 52603A208 70384 9762 SH SOLE 9762 0 0 LEVI STRAUSS & CO NEW CLASS A COMMON STOCK 52736R102 21158 1161 SH SOLE 1161 0 0 LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS AMERICAN DEPOSITORY 50202M102 150 6 SH SOLE 6 0 0 LILLY ELI & CO COMMON STOCK 532457108 116814 340 SH SOLE 340 0 0 LUMEN TECHNOLOGIES INC COMMON STOCK 550241103 1900 717 SH SOLE 717 0 0 LYFT INC CLASS A COMMON STOCK 55087P104 5099 550 SH SOLE 550 0 0 MASTERCARD INC CLASS A COMMON STOCK 57636Q104 7363 20 SH SOLE 20 0 0 MAXAR TECHNOLOGIES INC COMMON STOCK 57778K105 1174 23 SH SOLE 23 0 0 MEDICAL PROPERTIES REIT REAL ESTATE INVESTME 58463J304 4207 512 SH SOLE 512 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 33414 314 SH SOLE 314 0 0 META PLATFORMS INC CLASS A COMMON STOCK 30303M102 96857 457 SH SOLE 457 0 0 MICROCHIP TECHNOLOGY COMMON STOCK 595017104 73511 877 SH SOLE 877 0 0 MICROSOFT CORP COMMON STOCK 594918104 4103582 14234 SH SOLE 14234 0 0 MONGODB INC CLASS A COMMON STOCK 60937P106 27974 120 SH SOLE 120 0 0 MOTLEY FOOL GLOBAL OPPORTUNITIES ETF UIT EXCHANGE TRADED 74933W635 36144 1410 SH SOLE 1410 0 0 NETFLIX INC COMMON STOCK 64110L106 44912 130 SH SOLE 130 0 0 NIKE INC CLASS B COMMON STOCK 654106103 146273 1193 SH SOLE 1193 0 0 NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 62914V106 3615 344 SH SOLE 344 0 0 NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 670108109 511 10 SH SOLE 10 0 0 NU HOLDINGS LTD FCLASS A FOREIGN ORDINARIES G6683N103 305 64 SH SOLE 64 0 0 NUVEEN ESG LARGE CAP GROWTH ETF UIT EXCHANGE TRADED 67092P201 1171 21 SH SOLE 21 0 0 NUVEEN ESG LARGE CAP VALUE ETF UIT EXCHANGE TRADED 67092P300 1329 39 SH SOLE 39 0 0 NUVEEN ESG MID CAP GROWTH ETF UIT EXCHANGE TRADED 67092P409 994 26 SH SOLE 26 0 0 NUVEEN ESG MID CAP VALUEETF UIT EXCHANGE TRADED 67092P508 1148 40 SH SOLE 40 0 0 NUVEEN ESG SMALL CAP ETF UIT EXCHANGE TRADED 67092P607 1169 33 SH SOLE 33 0 0 NV5 GLOBAL INC COMMON STOCK 62945V109 209707 2017 SH SOLE 2017 0 0 NVIDIA CORP COMMON STOCK 67066G104 6685765 24069 SH SOLE 24069 0 0 OMNICELL INC COMMON STOCK 68213N109 20535 350 SH SOLE 350 0 0 PAYPAL HOLDINGS INCORPOR COMMON STOCK 70450Y103 1195675 15745 SH SOLE 15745 0 0 PEOPLES BANCORP INC COMMON STOCK 709789101 16418 638 SH SOLE 638 0 0 PEPSICO INC COMMON STOCK 713448108 52451 288 SH SOLE 288 0 0 PFIZER INC COMMON STOCK 717081103 265808 6515 SH SOLE 6515 0 0 PITNEY BOWES INC COMMON STOCK 724479100 1456 374 SH SOLE 374 0 0 PROCTER & GAMBLE COMMON STOCK 742718109 5294799 35610 SH SOLE 35610 0 0 PROLOGIS INC. REIT REAL ESTATE INVESTME 74340W103 10885 87 SH SOLE 87 0 0 PUBLIC STORAGE REIT REAL ESTATE INVESTME 74460D109 9643 32 SH SOLE 32 0 0 QORVO INC COMMON STOCK 74736K101 6602 65 SH SOLE 65 0 0 QUALCOMM INC COMMON STOCK 747525103 14473 113 SH SOLE 113 0 0 QUINCE THERAPEUTICS INC COMMON STOCK 22053A107 156 100 SH SOLE 100 0 0 ROBLOX CORP CLASS A COMMON STOCK 771049103 2249 50 SH SOLE 50 0 0 SALESFORCE INC COMMON STOCK 79466L302 2997 15 SH SOLE 15 0 0 SCIENCE APPLICATIONS COMMON STOCK 808625107 322 3 SH SOLE 3 0 0 SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 81141R100 260 3 SH SOLE 3 0 0 SEAGEN INC COMMON STOCK 81181C104 16198 80 SH SOLE 80 0 0 SELECT SECTOR HEALTH CARE SPDR ETF UIT EXCHANGE TRADED 81369Y209 51784 400 SH SOLE 400 0 0 SHOPIFY INC FCLASS A FOREIGN CANADIAN 82509L107 1655129 34525 SH SOLE 34525 0 0 SILA REALTY TRUST INC CLASS A REAL ESTATE INVESTME 146280102 18906 2300 SH SOLE 2300 0 0 SNOWFLAKE INC CLASS A COMMON STOCK 833445109 154 1 SH SOLE 1 0 0 SOLAREDGE TECH COMMON STOCK 83417M104 6079 20 SH SOLE 20 0 0 SOUTHERN CO COMMON STOCK 842587107 1406 20 SH SOLE 20 0 0 SOUTHWEST AIRLINES COMMON STOCK 844741108 4349 134 SH SOLE 134 0 0 SPDR DOUBLELINE TTL RTRNTTCL ETF UIT EXCHANGE TRADED 78467V848 28721 700 SH SOLE 700 0 0 SPDR GOLD SHARES ETF UIT EXCHANGE TRADED 78463V107 17772 97 SH SOLE 97 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 40939 100 SH SOLE 100 0 0 SS&C TECHNOLOGS HLDG COMMON STOCK 78467J100 37171 658 SH SOLE 658 0 0 STARBUCKS CORP COMMON STOCK 855244109 3174695 30488 SH SOLE 30488 0 0 STARBUCKS CORP COMMON STOCK 855244109 208 2 SH SOLE 2 0 0 STEM INC COMMON STOCK 85859N102 2381 420 SH SOLE 420 0 0 TAKE TWO INTERACTV COMMON STOCK 874054109 26604 223 SH SOLE 223 0 0 TARGET CORP COMMON STOCK 87612E106 37400 226 SH SOLE 226 0 0 TECHNOLOGY SELECT SECTORSPDR ETF UIT EXCHANGE TRADED 81369Y803 44548 295 SH SOLE 295 0 0 TESLA INC COMMON STOCK 88160R101 2874358 13855 SH SOLE 13855 0 0 TEXAS INSTRUMENTS COMMON STOCK 882508104 69192 372 SH SOLE 372 0 0 THE COCA-COLA CO COMMON STOCK 191216100 50923 821 SH SOLE 821 0 0 TILRAY BRANDS INC COMMON STOCK 88688T100 182 72 SH SOLE 72 0 0 T-MOBILE US INC COMMON STOCK 872590104 1014 7 SH SOLE 7 0 0 TOAST INC CLASS A COMMON STOCK 888787108 53 3 SH SOLE 3 0 0 TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 89677Q107 7534 200 SH SOLE 200 0 0 U S BANCORP COMMON STOCK 902973304 26253 728 SH SOLE 728 0 0 UBER TECHNOLOGIES INC COMMON STOCK 90353T100 63 2 SH SOLE 2 0 0 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 904767704 10386 200 SH SOLE 200 0 0 UNITEDHEALTH GRP INC COMMON STOCK 91324P102 233451 494 SH SOLE 494 0 0 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 20200 500 SH SOLE 500 0 0 VANGUARD HIGH DIVIDEND YIELD ETF UIT EXCHANGE TRADED 921946406 36820 349 SH SOLE 349 0 0 VANGUARD MEGA CAP VALUE ETF UIT EXCHANGE TRADED 921910840 30392 301 SH SOLE 301 0 0 VANGUARD SMALL CAP ETF UIT EXCHANGE TRADED 922908751 3412 18 SH SOLE 18 0 0 VANGUARD TOTAL BOND MARKET ETF UIT EXCHANGE TRADED 921937835 56111 760 SH SOLE 760 0 0 VEEVA SYSTEMS INC CLASS A COMMON STOCK 922475108 18379 100 SH SOLE 100 0 0 VERIZON COMMUNICATN COMMON STOCK 92343V104 1664984 42813 SH SOLE 42813 0 0 VERTEX PHARMACEUTICA COMMON STOCK 92532F100 63014 200 SH SOLE 200 0 0 VIATRIS INC COMMON STOCK 92556V106 167 17 SH SOLE 17 0 0 VISA INC CLASS A COMMON STOCK 92826C839 107088 475 SH SOLE 475 0 0 W.P. CAREY INC. REIT REAL ESTATE INVESTME 92936U109 4037 52 SH SOLE 52 0 0 WABTEC COMMON STOCK 929740108 910 9 SH SOLE 9 0 0 WALGREENS BOOTS ALLI COMMON STOCK 931427108 11056 320 SH SOLE 320 0 0 WALMART INC COMMON STOCK 931142103 27986 190 SH SOLE 190 0 0 WALT DISNEY CO COMMON STOCK 254687106 3725851 37210 SH SOLE 37210 0 0 WARNER BROTHERS DISCOVER COMMON STOCK 934423104 10313 683 SH SOLE 683 0 0 WORKDAY INC CLASS A COMMON STOCK 98138H101 207 1 SH SOLE 1 0 0 ZOOM VIDEO COMMUNICATIONCLASS A COMMON STOCK 98980L101 369 5 SH SOLE 5 0 0