Finivi Inc. Portfolio Holdings

Finivi Inc.

  • $157 Billion
  • Q3 2025

Finivi Inc. has filed its 13F form on December 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $9.13B, Broadcom Inc. with a value of $7.08B, Microsoft Corp with a value of $6.83B, Amazon Com Inc with a value of $5.81B, and Apple Inc. with a value of $5.79B.

Examining the 13F form we can see an increase of $9.43B in the current position value, from $148B to 157B. Also it can be appreciated an additional of 3 stocks purchases and 5 closed positions.

Finivi Inc. is based out at Westborough, MA

Below you can find more details about Finivi Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
Technology: $36.3 Billion
Financial Services: $21.9 Billion
Communication Services: $17.6 Billion
ETFs: $16 Billion
Consumer Cyclical: $15.1 Billion
Consumer Defensive: $14.1 Billion
Industrials: $9.77 Billion
Healthcare: $8.05 Billion
Other: $13.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$7.08 Billion 4.51% of portfolio
21,475
Q3 2025 Reduced 10.66%
$3.78T
$6.83 Billion 4.35% of portfolio
13,192
Q3 2025 Added 0.11%
$2.39T
$5.81 Billion 3.7% of portfolio
26,451
Q3 2025 Added 1.17%
$4.3T
$5.79 Billion 3.69% of portfolio
22,746
Q3 2025 Added 1.0%
$1.74T
$5.52 Billion 3.51% of portfolio
22,650
Q3 2025 Reduced 6.83%
$465B
$5.29 Billion 3.37% of portfolio
28,362
Q3 2025 Added 0.01%
$279B
$5.25 Billion 3.35% of portfolio
50,970
Q3 2025 Added 0.55%
$1.37T
$5.12 Billion 3.26% of portfolio
6,971
Q3 2025 Reduced 3.34%
$56.3B
$4.34 Billion 2.77% of portfolio
271,336
Q3 2025 Added 0.64%
$662B
$4.23 Billion 2.69% of portfolio
8,406
Q3 2025 Added 1.01%
$971B
$3.75 Billion 2.39% of portfolio
4,920
Q3 2025 Added 1.97%
$6.2B
$3.73 Billion 2.37% of portfolio
34,557
Q3 2025 Reduced 4.72%
$881B
$3.7 Billion 2.36% of portfolio
11,730
Q3 2025 Added 0.14%
$404B
$3.45 Billion 2.2% of portfolio
3,726
Q3 2025 Added 2.08%
$181B
$3.23 Billion 2.06% of portfolio
114,392
Q3 2025 Added 1.29%
$490B
$3.23 Billion 2.06% of portfolio
28,660
Q3 2025 Added 3.74%
$102B
$2.88 Billion 1.84% of portfolio
20,132
Q3 2025 Reduced 20.02%
$47.8B
$2.72 Billion 1.73% of portfolio
40,293
Q3 2025 Added 1.45%
$10.4B
$2.66 Billion 1.69% of portfolio
39,588
Q3 2025 Reduced 0.01%
$49.1B
$2.53 Billion 1.61% of portfolio
2,112
Q3 2025 Reduced 12.15%
$190B
$2.48 Billion 1.58% of portfolio
24,394
Q3 2025 Reduced 11.09%
$168B
$2.41 Billion 1.54% of portfolio
31,950
Q3 2025 Added 0.43%
$32.7B
$2.07 Billion 1.32% of portfolio
13,704
Q3 2025 Added 0.83%
$265B
$1.62 Billion 1.03% of portfolio
2,034
Q3 2025 Added 1.9%
$300B
$1.52 Billion 0.97% of portfolio
4,404
Q3 2025 Reduced 2.44%
$593B
$1.48 Billion 0.94% of portfolio
5,268
Q3 2025 Reduced 10.35%
$346B
$1.44 Billion 0.92% of portfolio
9,352
Q3 2025 Reduced 0.05%
$6.08B
$1.25 Billion 0.8% of portfolio
12,359
Q3 2025 Added 3.6%
$181B
$1.17 Billion 0.74% of portfolio
11,927
Q3 2025 Reduced 1.97%
$159B
$1.09 Billion 0.69% of portfolio
2,230
Q3 2025 Added 2.06%
$228B
$1.02 Billion 0.65% of portfolio
7,609
Q3 2025 Reduced 0.29%
$413B
$988 Million 0.63% of portfolio
19,153
Q3 2025 Added 0.48%
$533B
$970 Million 0.62% of portfolio
2,841
Q3 2025 Added 0.42%
$25.4B
$953 Million 0.61% of portfolio
13,402
Q3 2025 Reduced 32.24%
$43.5B
$946 Million 0.6% of portfolio
2,706
Q3 2025 Added 1.42%
$38.8B
$925 Million 0.59% of portfolio
28,936
Q3 2025 Added 3.19%
$144B
$900 Million 0.57% of portfolio
1,968
Q3 2025 Reduced 0.46%
$237B
$876 Million 0.56% of portfolio
5,401
Q3 2025 Reduced 0.61%
$123B
$847 Million 0.54% of portfolio
3,000
Q4 2021 New
$61.4B
$812 Million 0.52% of portfolio
3,986
Q3 2025 Reduced 0.23%
$197B
$822 Million 0.52% of portfolio
4,016
Q3 2025 Added 0.45%
$1.65T
$796 Million 0.51% of portfolio
3,276
Q3 2025 Added 1.2%
$30.3B
$786 Million 0.5% of portfolio
10,877
Q3 2025 Added 3.24%
$270B
$775 Million 0.49% of portfolio
10,838
Q3 2025 Added 1.66%
$85.9B
$756 Million 0.48% of portfolio
3,422
Q3 2025 Added 0.2%
$367B
$745 Million 0.47% of portfolio
1,838
Q3 2025 Added 0.16%
$170B
$726 Million 0.46% of portfolio
5,025
Q3 2025 Added 0.08%
$96.4B
$702 Million 0.45% of portfolio
5,669
Q3 2025 Reduced 0.12%
$414B
$664 Million 0.42% of portfolio
2,870
Q3 2025 Reduced 1.14%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $157 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 19, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 51 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 38 stocks
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