Finivi Inc. Incresed Positions in Q3 2025

Finivi Inc.

  • $157 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
225
+ 1.0%
$202.38 - $256.87 $45.5K - $57.8K
22.7K $5.79B
NVDA
Nvidia Corp

Technology
4
+ 0.01%
$153.3 - $186.58 $613 - $746
28.4K $5.29B
NU
Nu Holdings Ltd.

Financial Services
1.73K
+ 0.64%
$11.92 - $16.3 $20.6K - $28.2K
271K $4.34B
VRT
Vertiv Holdings CO

Industrials
113
+ 0.83%
N/A
13.7K $2.07B
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.14%
$282.78 - $316.06 $4.52K - $5.06K
11.7K $3.7B
MLI
Mueller Industries Inc

Industrials
429
+ 3.6%
$82.07 - $101.7 $35.2K - $43.6K
12.4K $1.25B
WMT
Walmart Inc.

Consumer Defensive
281
+ 0.55%
$94.4 - $104.27 $26.5K - $29.3K
51K $5.25B
MSFT
Microsoft Corp

Technology
14
+ 0.11%
$491.09 - $535.64 $6.88K - $7.5K
13.2K $6.83B
XOM
Exxon Mobil Corp

Energy
1.03K
+ 3.74%
$105.83 - $117.22 $109K - $121K
28.7K $3.23B
GOOGL
Alphabet Inc.

Communication Services
39
+ 1.2%
$174.36 - $254.72 $6.8K - $9.93K
3.28K $796M
NEE
Nextera Energy Inc

Utilities
136
+ 0.43%
$69.77 - $77.54 $9.49K - $10.5K
32K $2.41B
GLD
Spdr Gold Trust

ETFs
65
+ 1.84%
$300.96 - $355.47 $19.6K - $23.1K
3.61K $1.28B
GLW
Corning Inc

Technology
56
+ 0.9%
$51.6 - $82.03 $2.89K - $4.59K
6.29K $516M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 1.01%
$459.11 - $506.91 $38.6K - $42.6K
8.41K $4.23B
XLI
Industrial Sector Spdr

ETFs
336
+ 1.88%
$147.94 - $154.99 $49.7K - $52.1K
18.2K $2.8B
MCD
Mcdonalds Corp

Consumer Cyclical
167
+ 1.68%
$291.67 - $316.99 $48.7K - $52.9K
10.1K $3.07B
HBM
Hudbay Minerals Inc.

Basic Materials
91
+ 0.32%
$9.06 - $15.21 $824 - $1.38K
28.2K $427M
CAT
Caterpillar Inc

Industrials
19
+ 1.46%
$390.92 - $477.15 $7.43K - $9.07K
1.32K $630M
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.08%
$121.35 - $144.54 $485 - $578
5.03K $726M
AMAT
Applied Materials Inc

Technology
18
+ 0.45%
$156.25 - $204.95 $2.81K - $3.69K
4.02K $822M
BAC
Bank Of America Corp

Financial Services
91
+ 0.48%
$44.92 - $52.42 $4.09K - $4.77K
19.2K $988M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
178
+ 8.65%
$105.16 - $140.03 $18.7K - $24.9K
2.24K $303M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.16%
$357.4 - $423.42 $1.07K - $1.27K
1.84K $745M
AMZN
Amazon Com Inc

Consumer Cyclical
305
+ 1.17%
$211.65 - $238.24 $64.6K - $72.7K
26.5K $5.81B
SQ
Block, Inc.

Technology
341
+ 3.24%
N/A
10.9K $786M
PAVE
Global X Fds Us Infrastructure

ETFs
62
+ 0.42%
$44.02 - $47.63 $2.73K - $2.95K
15K $713M
ROK
Rockwell Automation, Inc

Industrials
38
+ 1.42%
$328.67 - $358.52 $12.5K - $13.6K
2.71K $946M
ROST
Ross Stores, Inc.

Consumer Cyclical
66
+ 4.18%
$127.59 - $152.81 $8.42K - $10.1K
1.65K $251M
CNQ
Canadian Natural Resources LTD

Energy
895
+ 3.19%
$29.31 - $32.93 $26.2K - $29.5K
28.9K $925M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
36
+ 4.77%
$567.09 - $607.37 $20.4K - $21.9K
791 $471M
SHEL
Shell PLC

Energy
177
+ 1.66%
$69.82 - $73.93 $12.4K - $13.1K
10.8K $775M
WDAY
Workday, Inc.

Technology
48
+ 3.27%
$213.69 - $247.69 $10.3K - $11.9K
1.52K $365M
VZ
Verizon Communications Inc

Communication Services
78
+ 0.82%
$40.84 - $45.06 $3.19K - $3.51K
9.62K $423M
MA
Mastercard Inc

Financial Services
11
+ 2.67%
$550.18 - $598.96 $6.05K - $6.59K
423 $240M
UNP
Union Pacific Corp

Industrials
2
+ 0.18%
$214.91 - $237.16 $430 - $474
1.1K $259M
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 10.64%
$2292.04 - $2514.05 $22.9K - $25.1K
104 $243M
EMR
Emerson Electric CO

Industrials
1
+ 0.05%
$128.6 - $149.63 $129 - $150
1.92K $252M
APO
Apollo Global Management, Inc.

Financial Services
63
+ 3.61%
$131.55 - $156.05 $8.29K - $9.83K
1.81K $241M
LLY
Eli Lilly & CO

Healthcare
95
+ 1.97%
$625.65 - $812.69 $59.4K - $77.2K
4.92K $3.75B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
184
+ 2.0%
$59.29 - $62.87 $10.9K - $11.6K
9.39K $564M
FIVN
Five9, Inc.

Technology
479
+ 3.43%
$24.05 - $29.16 $11.5K - $14K
14.4K $349M
WM
Waste Management Inc

Industrials
7
+ 0.2%
$213.88 - $237.1 $1.5K - $1.66K
3.42K $756M
V
Visa Inc.

Financial Services
12
+ 0.42%
$332.09 - $358.86 $3.99K - $4.31K
2.84K $970M
AMT
American Tower Corp

Real Estate
6
+ 0.46%
$192.32 - $232.35 $1.15K - $1.39K
1.32K $253M
NOW
Service Now, Inc.

Technology
11
+ 2.49%
$850.86 - $1044.69 $9.36K - $11.5K
452 $416M
PGR
Progressive Corp

Financial Services
7
+ 0.35%
$238.61 - $264.3 $1.67K - $1.85K
1.98K $489M
T
At&T Inc.

Communication Services
1.46K
+ 1.29%
$26.94 - $29.62 $39.3K - $43.2K
114K $3.23B
SPGI
S&P Global Inc.

Financial Services
45
+ 2.06%
$484.94 - $564.15 $21.8K - $25.4K
2.23K $1.09B
KR
Kroger CO

Consumer Defensive
575
+ 1.45%
$64.52 - $74.35 $37.1K - $42.8K
40.3K $2.72B
Activity Summary
Buys All Purchases 54 New Holdings 3 Increased Positions 51 Sells All Sells 43 Reductions 38 Sold out 5 Options Calls 0 Puts 0
Track This Portfolio

Track Finivi Inc. Portfolio

Follow Finivi Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Finivi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finivi Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email