Finivi Inc. Closed Holding Positions

Finivi Inc.

  • $157 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2025 Filed on Dec 19, 2025
4,679
$35.34 - $47.21 $165K - $221K
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2024 Filed on Dec 19, 2025
1,693
$160.41 - $167.42 $272K - $283K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2024 Filed on Dec 19, 2025
25,102
$45.75 - $51.19 $1.15M - $1.28M
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2024 Filed on Dec 19, 2025
19,324
$83.8 - $97.58 $1.62M - $1.89M
PEP
Pepsico Inc

Consumer Defensive
Q2 2025 Filed on Dec 19, 2025
3,957
$128.02 - $151.37 $507K - $599K
MPC
Marathon Petroleum Corp

Energy
Q3 2024 Filed on Dec 19, 2025
5,699
$158.61 - $180.75 $904K - $1.03M
KEY
Keycorp

Financial Services
Q1 2024 Filed on Dec 19, 2025
83,646
$13.2 - $15.81 $1.1M - $1.32M
FDX
Fedex Corp

Industrials
Q1 2024 Filed on Dec 19, 2025
856
$236.39 - $289.74 $202K - $248K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2024 Filed on Dec 19, 2025
8,291
$65.75 - $81.08 $545K - $672K
DIS
Walt Disney CO

Communication Services
Q1 2024 Filed on Dec 19, 2025
3,453
$89.29 - $122.36 $308K - $423K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2024 Filed on Dec 19, 2025
1,449
$137.24 - $194.56 $199K - $282K
CTRA
Coterra Energy Inc.

Energy
Q1 2024 Filed on Dec 19, 2025
17,575
$23.91 - $27.88 $420K - $490K
CMCSA
Comcast Corp

Communication Services
Q3 2024 Filed on Dec 19, 2025
5,221
$37.33 - $41.78 $195K - $218K
KO
Coca Cola CO

Consumer Defensive
Q3 2024 Filed on Dec 19, 2025
3,322
$62.69 - $73.01 $208K - $243K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2024 Filed on Dec 19, 2025
16,978
$30.43 - $36.29 $517K - $616K
MSTR
Microstrategy Inc

Technology
Q3 2025 Filed on Dec 19, 2025
1,525
$300.7 - $455.9 $459K - $695K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2025 Filed on Dec 19, 2025
290
$698.02 - $870.97 $202K - $253K
AAL
American Airlines Group Inc.

Industrials
Q2 2025 Filed on Dec 19, 2025
10,249
N/A
FISV
Fiserv Inc

Technology
Q3 2025 Filed on Dec 19, 2025
1,163
N/A
KIM
Kimco Realty Corp

Real Estate
Q2 2025 Filed on Dec 19, 2025
31,049
$18.7 - $21.69 $581K - $673K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2024 Filed on Dec 19, 2025
5,022
$131.21 - $148.85 $659K - $748K
TECK
Teck Resources LTD

Basic Materials
Q4 2024 Filed on Dec 19, 2025
33,167
$39.99 - $52.38 $1.33M - $1.74M
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2024 Filed on Dec 19, 2025
3,081
$135.05 - $148.35 $416K - $457K
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q3 2024 Filed on Dec 19, 2025
6,028
$54.98 - $59.51 $331K - $359K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
Q3 2024 Filed on Dec 19, 2025
18,001
$49.7 - $56.11 $895K - $1.01M
Ishares Bitcoin Tr
Q3 2024 Filed on Dec 19, 2025
21,863
N/A
DELL
Dell Technologies Inc.

Technology
Q3 2025 Filed on Dec 19, 2025
1,916
$120.96 - $141.77 $232K - $272K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q3 2024 Filed on Dec 19, 2025
16,380
$31.02 - $58.9 $508K - $965K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2025 Filed on Dec 19, 2025
11,404
$40.08 - $45.85 $457K - $523K
VLO
Valero Energy Corp

Energy
Q2 2024 Filed on Dec 19, 2025
1,574
$148.38 - $183.39 $234K - $289K
CVX
Chevron Corp

Energy
Q1 2024 Filed on Dec 19, 2025
1,550
$141.82 - $157.74 $220K - $244K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2024 Filed on Dec 19, 2025
5,873
$39.17 - $47.78 $230K - $281K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2023 Filed on Dec 19, 2025
5,128
$50.39 - $63.08 $258K - $323K
OXY
Occidental Petroleum Corp

Energy
Q1 2024 Filed on Dec 19, 2025
4,756
$56.22 - $64.99 $267K - $309K
MUR
Murphy Oil Corp

Energy
Q4 2024 Filed on Dec 19, 2025
8,032
$28.14 - $36.09 $226K - $290K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2024 Filed on Dec 19, 2025
570
$295.25 - $385.2 $168K - $220K
LMT
Lockheed Martin Corp

Industrials
Q1 2024 Filed on Dec 19, 2025
618
$418.19 - $463.18 $258K - $286K
RTM
Invesco S&P 500 Equal Weight M

ETFs
Q4 2023 Filed on Dec 19, 2025
1,745
$28.92 - $33.96 $50.5K - $59.3K
HUM
Humana Inc

Healthcare
Q4 2023 Filed on Dec 19, 2025
660
$451.42 - $524.21 $298K - $346K
HON
Honeywell International Inc

Industrials
Q1 2025 Filed on Dec 19, 2025
1,709
$202.75 - $226.52 $346K - $387K
EIX
Edison International

Utilities
Q1 2025 Filed on Dec 19, 2025
2,670
$50.06 - $80.01 $134K - $214K
DVN
Devon Energy Corp

Energy
Q2 2024 Filed on Dec 19, 2025
8,873
$45.56 - $54.51 $404K - $484K
CVS
Cvs Health Corp

Healthcare
Q3 2024 Filed on Dec 19, 2025
10,816
$55.81 - $63.18 $604K - $683K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2023 Filed on Dec 19, 2025
3,589
$228.39 - $249.36 $820K - $895K
COF
Capital One Financial Corp

Financial Services
Q4 2023 Filed on Dec 19, 2025
2,080
$88.97 - $132.02 $185K - $275K
BA
Boeing CO

Industrials
Q1 2024 Filed on Dec 19, 2025
5,104
$179.84 - $251.76 $918K - $1.28M
PFE
Pfizer Inc

Healthcare
Q4 2023 Filed on Dec 19, 2025
5,082
$26.13 - $33.94 $133K - $172K
PSX
Phillips 66

Energy
Q4 2023 Filed on Dec 19, 2025
7,912
$109.19 - $135.72 $864K - $1.07M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q3 2024 Filed on Dec 19, 2025
959
$268.61 - $337.37 $258K - $324K
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