Finivi Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active ETF Tr Spdr Doblel with a value of $9.29B, Invesco Qqq Trust, Series 1 with a value of $8.92B, Vanguard Intermediate Term Cor with a value of $8.29B, Broadcom Inc. with a value of $6.86B, and Alphabet Inc. with a value of $6.82B.
Examining the 13F form we can see an increase of $15.9B in the current position value, from $157B to 173B.
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
$173 Billion
ETFs: $35.4 Billion
Technology: $33.6 Billion
Financial Services: $22.2 Billion
Communication Services: $17.3 Billion
Consumer Cyclical: $14.4 Billion
Consumer Defensive: $13.7 Billion
Industrials: $9.81 Billion
Healthcare: $8.62 Billion
Other: $12.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
