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 Market Cap. of $200 Billions or more
