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 Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

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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