0001095449-24-000018.txt : 20240213
0001095449-24-000018.hdr.sgml : 20240213
20240212200309
ACCESSION NUMBER: 0001095449-24-000018
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240212
EFFECTIVENESS DATE: 20240213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Financial Avengers, Inc.
CENTRAL INDEX KEY: 0001844393
ORGANIZATION NAME:
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: 24622165
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
12-31-2023
12-31-2023
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
02-12-2024
0
358
166287561
false
INFORMATION TABLE
2
table.2024-12.xml
13F INFORMATION TABLE FOR DECEMBER 31, 2023
AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS
AMERICAN DEPOSITORY
009279100
3857
100
SH
SOLE
100
0
0
HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS
AMERICAN DEPOSITORY
404280406
4054
100
SH
SOLE
100
0
0
NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHS
AMERICAN DEPOSITORY
670108109
549
10
SH
SOLE
10
0
0
PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS
AMERICAN DEPOSITORY
73942H100
545
47
SH
SOLE
47
0
0
TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
AMERICAN DEPOSITORY
874060205
40755
2856
SH
SOLE
2856
0
0
TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
AMERICAN DEPOSITORY
89677Q107
7202
200
SH
SOLE
200
0
0
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
AMERICAN DEPOSITORY
904767704
28171
581
SH
SOLE
581
0
0
A T & T INC
COMMON STOCK
00206R102
96774
5767
SH
SOLE
5767
0
0
ABBOTT LABORATORIES
COMMON STOCK
002824100
102861
935
SH
SOLE
935
0
0
ABBVIE INC
COMMON STOCK
00287Y109
7169
46
SH
SOLE
46
0
0
ADOBE INC
COMMON STOCK
00724F101
2767627
4639
SH
SOLE
4639
0
0
ADVANCED MICRO DEVICE IN
COMMON STOCK
007903107
721867
4897
SH
SOLE
4897
0
0
AIRBNB INC CLASS A
COMMON STOCK
009066101
20421
150
SH
SOLE
150
0
0
ALPHABET INC. CLASS A
COMMON STOCK
02079K305
1157807
8288
SH
SOLE
8288
0
0
ALPHABET INC. CLASS C
COMMON STOCK
02079K107
13136306
93212
SH
SOLE
93212
0
0
AMAZON.COM INC
COMMON STOCK
023135106
19883780
130866
SH
SOLE
130866
0
0
AMC ENTERTAINMENT CLASS A
COMMON STOCK
00165C302
24
4
SH
SOLE
4
0
0
AMER ELECTRIC PWR CO
COMMON STOCK
025537101
90332
1112
SH
SOLE
1112
0
0
AMERICAN EXPRESS CO
COMMON STOCK
025816109
8288388
44242
SH
SOLE
44242
0
0
AMERICAN INTL GROUP
COMMON STOCK
026874784
3177
47
SH
SOLE
47
0
0
AMGEN INC.
COMMON STOCK
031162100
3016
10
SH
SOLE
10
0
0
AMPHENOL CORP CLASS A
COMMON STOCK
032095101
5048
51
SH
SOLE
51
0
0
APPLE INC
COMMON STOCK
037833100
23202988
120516
SH
SOLE
120516
0
0
APPLIED MATERIALS
COMMON STOCK
038222105
25774
159
SH
SOLE
159
0
0
ATLASSIAN CORP CLASS A
COMMON STOCK
049468101
2379
10
SH
SOLE
10
0
0
AUTO DATA PROCESSING
COMMON STOCK
053015103
217073
932
SH
SOLE
932
0
0
AUTODESK INC
COMMON STOCK
052769106
53566
220
SH
SOLE
220
0
0
BANK OF AMERICA CORP
COMMON STOCK
060505104
7394517
219671
SH
SOLE
219671
0
0
BATH & BODY WKS INC
COMMON STOCK
070830104
6206
144
SH
SOLE
144
0
0
BECTON DICKINSON&CO
COMMON STOCK
075887109
5113
21
SH
SOLE
21
0
0
BERKSHIRE HATHAWAY CLASS A
COMMON STOCK
084990175
542625
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY CLASS B
COMMON STOCK
084670702
14157975
39696
SH
SOLE
39696
0
0
BEYOND MEAT INC
COMMON STOCK
08862E109
3026
340
SH
SOLE
340
0
0
BOX INC CLASS A
COMMON STOCK
10316T104
3842
150
SH
SOLE
150
0
0
BRISTOL-MYERS SQUIBB
COMMON STOCK
110122108
6402
125
SH
SOLE
125
0
0
BROADCOM INC
COMMON STOCK
11135F101
22300
20
SH
SOLE
20
0
0
CARLISLE CO
COMMON STOCK
142339100
3521
11
SH
SOLE
11
0
0
CARTERS INC
COMMON STOCK
146229109
9136
122
SH
SOLE
122
0
0
CHARLES SCHWAB CORP
COMMON STOCK
808513105
11755024
170858
SH
SOLE
170858
0
0
CHEVRON CORP
COMMON STOCK
166764100
9714
65
SH
SOLE
65
0
0
CISCO SYSTEMS INC
COMMON STOCK
17275R102
128346
2541
SH
SOLE
2541
0
0
CLOROX CO
COMMON STOCK
189054109
48126
338
SH
SOLE
338
0
0
COMCAST CORP CLASS A
COMMON STOCK
20030N101
13755
314
SH
SOLE
314
0
0
CONSOLIDATED EDISON
COMMON STOCK
209115104
41813
460
SH
SOLE
460
0
0
CORNING INC
COMMON STOCK
219350105
23175
761
SH
SOLE
761
0
0
COSTCO WHOLESALE CO
COMMON STOCK
22160K105
171791
260
SH
SOLE
260
0
0
COTY INC CLASS A
COMMON STOCK
222070203
15307
1232
SH
SOLE
1232
0
0
CSX CORP
COMMON STOCK
126408103
11658
336
SH
SOLE
336
0
0
CUMMINS INC
COMMON STOCK
231021106
9411
39
SH
SOLE
39
0
0
DANAHER CORP
COMMON STOCK
235851102
42443
183
SH
SOLE
183
0
0
DELTA AIR LINES INC DEL
COMMON STOCK
247361702
10110
251
SH
SOLE
251
0
0
DROPBOX INC CLASS A
COMMON STOCK
26210C104
141533
4801
SH
SOLE
4801
0
0
EBAY INC
COMMON STOCK
278642103
18972
435
SH
SOLE
435
0
0
EDISON INTERNTNL
COMMON STOCK
281020107
11940
167
SH
SOLE
167
0
0
EMBECTA CORP
COMMON STOCK
29082K105
76
4
SH
SOLE
4
0
0
ESS TECH INC
COMMON STOCK
26916J106
91
80
SH
SOLE
80
0
0
EVERGY INC
COMMON STOCK
30034W106
27980
536
SH
SOLE
536
0
0
FIRST GREENWICH FINL INC
COMMON STOCK
320425200
9900
600
SH
SOLE
600
0
0
FIRST SOLAR INC
COMMON STOCK
336433107
49272
286
SH
SOLE
286
0
0
FORD MOTOR CO
COMMON STOCK
345370860
6012896
493265
SH
SOLE
493265
0
0
FORTINET INC
COMMON STOCK
34959E109
93648
1600
SH
SOLE
1600
0
0
GE HEALTHCARE TECHNOLOGI
COMMON STOCK
36266G107
18037
233
SH
SOLE
233
0
0
GENERAL ELECTRIC CO
COMMON STOCK
369604301
96328
755
SH
SOLE
755
0
0
GENERAL MILLS INC
COMMON STOCK
370334104
2349
36
SH
SOLE
36
0
0
GENERAL MOTORS CO
COMMON STOCK
37045V100
10625
296
SH
SOLE
296
0
0
GILEAD SCIENCES INC
COMMON STOCK
375558103
103666
1280
SH
SOLE
1280
0
0
GLOBALSTAR INC
COMMON STOCK
378973408
105
54
SH
SOLE
54
0
0
HASBRO INC
COMMON STOCK
418056107
23467
460
SH
SOLE
460
0
0
HERSHEY CO
COMMON STOCK
427866108
28676
154
SH
SOLE
154
0
0
HOME DEPOT INC
COMMON STOCK
437076102
119610
345
SH
SOLE
345
0
0
IBM CORP
COMMON STOCK
459200101
82481
504
SH
SOLE
504
0
0
INTEL CORP
COMMON STOCK
458140100
5789488
115214
SH
SOLE
115214
0
0
INTUITIVE SURGICAL
COMMON STOCK
46120E602
43857
130
SH
SOLE
130
0
0
J M SMUCKER CO
COMMON STOCK
832696405
3552
28
SH
SOLE
28
0
0
JOHNSON & JOHNSON
COMMON STOCK
478160104
6249665
39873
SH
SOLE
39873
0
0
JPMORGAN CHASE & CO
COMMON STOCK
46625H100
128026
753
SH
SOLE
753
0
0
KENVUE INC
COMMON STOCK
49177J102
437831
20336
SH
SOLE
20336
0
0
KINDER MORGAN INC
COMMON STOCK
49456B101
12907
732
SH
SOLE
732
0
0
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
2099
101
SH
SOLE
101
0
0
LENDINGCLUB CORP
COMMON STOCK
52603A208
69920
8000
SH
SOLE
8000
0
0
LEVI STRAUSS & CO NEW CLASS A
COMMON STOCK
52736R102
19700
1191
SH
SOLE
1191
0
0
LILLY ELI & CO
COMMON STOCK
532457108
199549
342
SH
SOLE
342
0
0
LUMEN TECHNOLOGIES INC
COMMON STOCK
550241103
1312
717
SH
SOLE
717
0
0
LYFT INC CLASS A
COMMON STOCK
55087P104
8245
550
SH
SOLE
550
0
0
MASTERCARD INC CLASS A
COMMON STOCK
57636Q104
8679
20
SH
SOLE
20
0
0
MERCK & CO. INC.
COMMON STOCK
58933Y105
34937
320
SH
SOLE
320
0
0
META PLATFORMS INC CLASS A
COMMON STOCK
30303M102
277151
783
SH
SOLE
783
0
0
MICROCHIP TECHNOLOGY
COMMON STOCK
595017104
80334
891
SH
SOLE
891
0
0
MICROSOFT CORP
COMMON STOCK
594918104
5602012
14897
SH
SOLE
14897
0
0
MONGODB INC CLASS A
COMMON STOCK
60937P106
49062
120
SH
SOLE
120
0
0
NET LEASE OFFICE PPTYS
COMMON STOCK
64110Y108
55
3
SH
SOLE
3
0
0
NETFLIX INC
COMMON STOCK
64110L106
65729
135
SH
SOLE
135
0
0
NIKE INC CLASS B
COMMON STOCK
654106103
130734
1204
SH
SOLE
1204
0
0
NISOURCE INC 00500
COMMON STOCK
65473P105
10401
392
SH
SOLE
392
0
0
NV5 GLOBAL INC
COMMON STOCK
62945V109
194460
1750
SH
SOLE
1750
0
0
NVIDIA CORP
COMMON STOCK
67066G104
11862328
23954
SH
SOLE
23954
0
0
OMNICELL INC
COMMON STOCK
68213N109
13171
350
SH
SOLE
350
0
0
PAYPAL HOLDINGS INCORPOR
COMMON STOCK
70450Y103
15353
250
SH
SOLE
250
0
0
PEOPLES BANCORP INC
COMMON STOCK
709789101
22457
665
SH
SOLE
665
0
0
PEPSICO INC
COMMON STOCK
713448108
48007
283
SH
SOLE
283
0
0
PFIZER INC
COMMON STOCK
717081103
197106
6846
SH
SOLE
6846
0
0
PITNEY BOWES INC
COMMON STOCK
724479100
1719
391
SH
SOLE
391
0
0
PROCTER & GAMBLE
COMMON STOCK
742718109
5381536
36724
SH
SOLE
36724
0
0
QORVO INC
COMMON STOCK
74736K101
7320
65
SH
SOLE
65
0
0
QUALCOMM INC
COMMON STOCK
747525103
11048
76
SH
SOLE
76
0
0
QUINCE THERAPEUTICS INC
COMMON STOCK
22053A107
105
100
SH
SOLE
100
0
0
ROBLOX CORP CLASS A
COMMON STOCK
771049103
2286
50
SH
SOLE
50
0
0
SCIENCE APPLICATIONS
COMMON STOCK
808625107
373
3
SH
SOLE
3
0
0
SOUTHERN CO
COMMON STOCK
842587107
1460
21
SH
SOLE
21
0
0
SOUTHWEST AIRLINES
COMMON STOCK
844741108
3904
135
SH
SOLE
135
0
0
SS&C TECHNOLOGS HLDG
COMMON STOCK
78467J100
40696
666
SH
SOLE
666
0
0
STARBUCKS CORP
COMMON STOCK
855244109
3171788
33036
SH
SOLE
33036
0
0
TAKE TWO INTERACTV
COMMON STOCK
874054109
35892
223
SH
SOLE
223
0
0
TARGET CORP
COMMON STOCK
87612E106
32985
232
SH
SOLE
232
0
0
TESLA INC
COMMON STOCK
88160R101
3163896
12733
SH
SOLE
12733
0
0
TEXAS INSTRUMENTS
COMMON STOCK
882508104
64905
381
SH
SOLE
381
0
0
THE COCA-COLA CO
COMMON STOCK
191216100
49895
847
SH
SOLE
847
0
0
THERMO FISHER SCNTFC
COMMON STOCK
883556102
100991
190
SH
SOLE
190
0
0
T-MOBILE US INC
COMMON STOCK
872590104
1127
7
SH
SOLE
7
0
0
U S BANCORP
COMMON STOCK
902973304
32845
759
SH
SOLE
759
0
0
UNION PACIFIC CORP
COMMON STOCK
907818108
26384
107
SH
SOLE
107
0
0
UNITEDHEALTH GRP INC
COMMON STOCK
91324P102
265111
504
SH
SOLE
504
0
0
VEEVA SYSTEMS INC CLASS A
COMMON STOCK
922475108
19252
100
SH
SOLE
100
0
0
VERALTO CORP
COMMON STOCK
92338C103
5018
61
SH
SOLE
61
0
0
VERIZON COMMUNICATN
COMMON STOCK
92343V104
2031688
53891
SH
SOLE
53891
0
0
VERTEX PHARMACEUTICA
COMMON STOCK
92532F100
61034
150
SH
SOLE
150
0
0
VIATRIS INC
COMMON STOCK
92556V106
195
18
SH
SOLE
18
0
0
VISA INC CLASS A
COMMON STOCK
92826C839
178735
687
SH
SOLE
687
0
0
WABTEC
COMMON STOCK
929740108
1142
9
SH
SOLE
9
0
0
WALGREENS BOOTS ALLI
COMMON STOCK
931427108
8841
339
SH
SOLE
339
0
0
WALMART INC
COMMON STOCK
931142103
30261
192
SH
SOLE
192
0
0
WALT DISNEY CO
COMMON STOCK
254687106
4003894
44345
SH
SOLE
44345
0
0
WARNER BROTHERS DISCOVER
COMMON STOCK
934423104
7773
683
SH
SOLE
683
0
0
YUM BRANDS INC
COMMON STOCK
988498101
9762
75
SH
SOLE
75
0
0
ZOOM VIDEO COMMUNICATIONCLASS A
COMMON STOCK
98980L101
360
5
SH
SOLE
5
0
0
BANK MONTREAL QUE F
FOREIGN CANADIAN
063671101
21074
213
SH
SOLE
213
0
0
ENBRIDGE INC F
FOREIGN CANADIAN
29250N105
1981
55
SH
SOLE
55
0
0
SHOPIFY INC FCLASS A
FOREIGN CANADIAN
82509L107
3057809
39253
SH
SOLE
39253
0
0
SUNCOR ENERGY INC F
FOREIGN CANADIAN
867224107
8683
271
SH
SOLE
271
0
0
ARCH CAP GROUP LTD F
FOREIGN ORDINARIES
G0450A105
132201
1780
SH
SOLE
1780
0
0
BROOKFIELD INFRASTRUC LP
LIMITED PARTNERSHP
G16252101
9730
309
SH
SOLE
309
0
0
DIGITALBRIDG 7.125Perc PFDPFD SER J
PREFERRED STOCK
25401T306
804
35
SH
SOLE
35
0
0
AMERICAN HEALTH CARE REIT INC CLASS I
REAL ESTATE INVESTME
398182204
29095
927
SH
SOLE
927
0
0
AMERN TOWER CORP REIT
REAL ESTATE INVESTME
03027X100
12203
57
SH
SOLE
57
0
0
EQUITY RESIDENTIAL REIT
REAL ESTATE INVESTME
29476L107
31472
515
SH
SOLE
515
0
0
IRON MTN INC NEW REIT
REAL ESTATE INVESTME
46284V101
40178
574
SH
SOLE
574
0
0
KBS GROWTH & INCOME REIT INC CLASS A
REAL ESTATE INVESTME
48244M106
641
4578
SH
SOLE
4578
0
0
MEDICAL PROPERTIES REIT
REAL ESTATE INVESTME
58463J304
2753
561
SH
SOLE
561
0
0
PROLOGIS INC. REIT
REAL ESTATE INVESTME
74340W103
11884
89
SH
SOLE
89
0
0
PUBLIC STORAGE REIT
REAL ESTATE INVESTME
74460D109
10043
33
SH
SOLE
33
0
0
SILA REALTY TRUST INC CLASS A
REAL ESTATE INVESTME
146280102
18699
2300
SH
SOLE
2300
0
0
STAG INDUSTRIAL INC REIT
REAL ESTATE INVESTME
85254J102
8246
210
SH
SOLE
210
0
0
W.P. CAREY INC. REIT
REAL ESTATE INVESTME
92936U109
3548
55
SH
SOLE
55
0
0
ADASINA SOCIAL JUSTC ALLCP GLB ETF
UIT EXCHANGE TRADED
886364876
25705
1509
SH
SOLE
1509
0
0
INVESCO BIOTECHNOLOGY GENOME ETF
UIT EXCHANGE TRADED
46137V787
13148
200
SH
SOLE
200
0
0
INVSC HIGH YIELD DIVIDEND ETF
UIT EXCHANGE TRADED
46137V563
5074
240
SH
SOLE
240
0
0
INVSC KBW PRM YLD EQ REIT ETF
UIT EXCHANGE TRADED
46138E594
1292
64
SH
SOLE
64
0
0
ISHARES BRD USD INV GRD CORP BD ETF
UIT EXCHANGE TRADED
464288620
500892
9772
SH
SOLE
9772
0
0
ISHARES CORE DIVIDEND GROWTH ETF
UIT EXCHANGE TRADED
46434V621
5920
110
SH
SOLE
110
0
0
ISHARES CORE S&P SMALL-CAP ETF
UIT EXCHANGE TRADED
464287804
28145
260
SH
SOLE
260
0
0
ISHARES S&P MID CAP 400 GRWTH ETF
UIT EXCHANGE TRADED
464287606
26935
340
SH
SOLE
340
0
0
J P MORGAN NASDAQ EQT PRM INC ETF IV
UIT EXCHANGE TRADED
46654Q203
4993
100
SH
SOLE
100
0
0
MOTLEY FOOL GLOBAL OPPORTUNITIES ETF
UIT EXCHANGE TRADED
74933W635
41363
1487
SH
SOLE
1487
0
0
SCHWAB US DIVIDEND EQUITY ETF
UIT EXCHANGE TRADED
808524797
4948
65
SH
SOLE
65
0
0
SCHWAB US LARGE CAP GROWTH ETF
UIT EXCHANGE TRADED
808524300
1659
20
SH
SOLE
20
0
0
SCHWAB US LARGE CAP VALUE ETF
UIT EXCHANGE TRADED
808524409
3505
50
SH
SOLE
50
0
0
SELECT SECTOR HEALTH CARE SPDR ETF
UIT EXCHANGE TRADED
81369Y209
27521
202
SH
SOLE
202
0
0
SPDR DOUBLELINE TTL RTRNTTCL ETF
UIT EXCHANGE TRADED
78467V848
28175
700
SH
SOLE
700
0
0
SPDR GOLD SHARES ETF
UIT EXCHANGE TRADED
78463V107
28102
147
SH
SOLE
147
0
0
SPDR S&P 500 HIGH DIVIDEND ETF
UIT EXCHANGE TRADED
78468R788
1568
40
SH
SOLE
40
0
0
TECHNOLOGY SELECT SECTORSPDR ETF
UIT EXCHANGE TRADED
81369Y803
28949
150
SH
SOLE
150
0
0
VANECK J P MORGAN EM LCLCRY BND ETF
UIT EXCHANGE TRADED
92189H300
2155
85
SH
SOLE
85
0
0
VANGUARD DIVIDEND APPRECIATION ETF
UIT EXCHANGE TRADED
921908844
1193
7
SH
SOLE
7
0
0
VANGUARD FTSE EMERGING MARKETS ETF
UIT EXCHANGE TRADED
922042858
20550
500
SH
SOLE
500
0
0
VANGUARD HIGH DIVIDEND YIELD ETF
UIT EXCHANGE TRADED
921946406
34222
307
SH
SOLE
307
0
0
VANGUARD INFORMATION TECHNOLOGY ETF
UIT EXCHANGE TRADED
92204A702
6802
14
SH
SOLE
14
0
0
VANGUARD MEGA CAP VALUE ETF
UIT EXCHANGE TRADED
921910840
32904
301
SH
SOLE
301
0
0
VANGUARD MID CAP GROWTH ETF
UIT EXCHANGE TRADED
922908538
1537
7
SH
SOLE
7
0
0
VANGUARD TOTAL BOND MARKET ETF
UIT EXCHANGE TRADED
921937835
518414
7048
SH
SOLE
7048
0
0