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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$713 Million 0.45% of portfolio
14,966
Q3 2025 Added 0.42%
$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%
$193B
$644 Million 0.41% of portfolio
1,441
Q3 2025 Reduced 0.96%
$45.5B
$629 Million 0.4% of portfolio
3,638
Q3 2025 Reduced 0.08%
$55.9B
$628 Million 0.4% of portfolio
658
Q3 2025 Reduced 71.63%
$291B
$630 Million 0.4% of portfolio
1,321
Q3 2025 Added 1.46%
$0
$564 Million 0.36% of portfolio
9,389
Q3 2025 Added 2.0%
$2.99B
$552 Million 0.35% of portfolio
102,381
Q3 2025 Reduced -0.0%
$69.4B
$516 Million 0.33% of portfolio
6,287
Q3 2025 Added 0.9%
$163B
$495 Million 0.32% of portfolio
689
Q3 2025 Reduced 11.78%
Bitmine Immersion Tecnologie
-
$506 Million 0.32% of portfolio
-
Q3 2025 New
$132B
$489 Million 0.31% of portfolio
1,982
Q3 2025 Added 0.35%
$0
$471 Million 0.3% of portfolio
791
Q3 2025 Added 4.77%
$59.1B
$473 Million 0.3% of portfolio
6,027
Q4 2021 New
$328B
$464 Million 0.3% of portfolio
1,542
Q3 2025 Reduced 3.08%
$522B
$447 Million 0.28% of portfolio
2,410
Q3 2025 Reduced 1.15%
$4.13B
$427 Million 0.27% of portfolio
28,155
Q3 2025 Added 0.32%
$172B
$423 Million 0.27% of portfolio
9,616
Q3 2025 Added 0.82%
$169B
$416 Million 0.26% of portfolio
452
Q3 2025 Added 2.49%
$28.1B
$390 Million 0.25% of portfolio
7,739
Q3 2025 Reduced 0.27%
$258B
$392 Million 0.25% of portfolio
2,344
Q2 2025 Added 0.04%
$91.4B
$377 Million 0.24% of portfolio
2,431
Q4 2023 Added 0.04%
$342B
$365 Million 0.23% of portfolio
2,001
Q3 2025 Reduced 14.19%
$46.4B
$365 Million 0.23% of portfolio
1,516
Q3 2025 Added 3.27%
$1.42B
$349 Million 0.22% of portfolio
14,438
Q3 2025 Added 3.43%
$61.4B
$320 Million 0.2% of portfolio
772
Q3 2025 Reduced 1.4%
$0
$303 Million 0.19% of portfolio
2,235
Q3 2025 Added 8.65%
$140B
$305 Million 0.19% of portfolio
816
Q2 2025 Reduced 1.57%
$38B
$303 Million 0.19% of portfolio
2,239
Q3 2025 Reduced 8.46%
$0
$280 Million 0.18% of portfolio
1,157
Q3 2025 Reduced 0.52%
$875M
$262 Million 0.17% of portfolio
6,691
Q3 2025 Reduced 0.13%
$75.4B
$252 Million 0.16% of portfolio
1,920
Q3 2025 Added 0.05%
$136B
$259 Million 0.16% of portfolio
1,096
Q3 2025 Added 0.18%
$84B
$253 Million 0.16% of portfolio
1,317
Q3 2025 Added 0.46%
$55.7B
$251 Million 0.16% of portfolio
1,646
Q3 2025 Added 4.18%
$26.9B
$252 Million 0.16% of portfolio
667
Q3 2025 Reduced 10.71%
$103B
$243 Million 0.15% of portfolio
104
Q3 2025 Added 10.64%
$512B
$240 Million 0.15% of portfolio
423
Q3 2025 Added 2.67%
$174B
$240 Million 0.15% of portfolio
1,614
Q3 2025 New
$78.4B
$241 Million 0.15% of portfolio
1,806
Q3 2025 Added 3.61%
$98.1B
$218 Million 0.14% of portfolio
1,276
Q3 2025 New
$9.6B
$220 Million 0.14% of portfolio
842
Q3 2025 Reduced 4.54%

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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