Finivi Inc. Portfolio Holdings by Sector

Finivi Inc.

$157 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ XLI GLD PAVE IHI MDY XLE NLR 9 stocks	$16 Million 10.53% of portfolio	6	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT HOOD ORCL PANW SQ PLTR FIVN 7 stocks	$13.5 Million 8.88% of portfolio	3	4	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$12.4 Million 8.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU JPM C BAC 4 stocks	$11.5 Million 7.57% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$11.4 Million 7.52% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$8.7 Million 5.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA MELI 3 stocks	$6.3 Million 4.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.79 Million 3.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ 3 stocks	$4.87 Million 3.2% of portfolio	1	2	-	-	0 Calls 0 Puts

Insurance—Diversified \| Financial Services BRK-B AIG 2 stocks	$4.7 Million 3.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE ES DUK 3 stocks	$4.07 Million 2.67% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM SHEL 2 stocks	$4.01 Million 2.63% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$3.73 Million 2.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$3.65 Million 2.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG 2 stocks	$3.33 Million 2.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$2.72 Million 1.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER APP NOW WDAY SHOP 5 stocks	$2.68 Million 1.77% of portfolio	3	3	1	1	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$2.66 Million 1.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$2.53 Million 1.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$2.07 Million 1.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK GE ETN EMR 4 stocks	$1.97 Million 1.29% of portfolio	2	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$1.62 Million 1.07% of portfolio	1	-	-	-	0 Calls 0 Puts

Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$1.53 Million 1.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.52 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.44 Million 0.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB PGR 2 stocks	$1.34 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$1.25 Million 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.21 Million 0.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$1.09 Million 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.02 Million 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$977,092 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$924,804 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts

REIT—Specialty \| Real Estate DLR AMT 2 stocks	$882,242 0.58% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$876,027 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$822,238 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$755,713 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$744,828 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$644,458 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$627,818 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$551,834 0.36% of portfolio	-	2	-	1	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$515,733 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO BX 2 stocks	$458,600 0.3% of portfolio	2	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials HBM 1 stocks	$426,834 0.28% of portfolio	1	1	-	1	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$392,304 0.26% of portfolio	-	1	-	1	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$390,215 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$377,213 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$320,012 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$303,199 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$258,969 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials AIT 1 stocks	$219,911 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts

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Finivi Inc. Portfolio Holdings by Sector

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