Finivi Inc.
- SEC CIK
- 0002101641
- Latest filing
- Jul 9, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Dec 19, 2025. Long positions only.
- Positions
- 75
- No filing for Q3 2021
- Portfolio value
- $94.7M
- No filing for Q3 2021
Finivi Inc. did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 18,838 | $7.49M | 7.9% | – | – | – |
| AAPLApple Inc. | Stock | 30,926 | $5.49M | 5.8% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 58,180 | $3.83M | 4.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,281 | $3.71M | 3.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 21,598 | $3.69M | 3.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,104 | $3.68M | 3.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 10,297 | $3.46M | 3.7% | – | – | History |
| WMTWalmart Inc. | Stock | 20,803 | $3.12M | 3.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 9,196 | $3.09M | 3.3% | – | – | History |
| NEENextera Energy Inc | Stock | 31,100 | $2.92M | 3.1% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 3,589 | $2.53M | 2.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,952 | $2.49M | 2.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 13,568 | $2.15M | 2.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 6,433 | $1.89M | 2.0% | – | – | History |
| MCDMcDonalds Corp | Stock | 6,980 | $1.87M | 2.0% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 4,787 | $1.83M | 1.9% | – | – | History |
| DVNDevon Energy Corp | Stock | 41,558 | $1.83M | 1.9% | – | – | History |
| PGProcter & Gamble Co | Stock | 10,179 | $1.67M | 1.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,311 | $1.59M | 1.7% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,944 | $1.50M | 1.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,458 | $1.44M | 1.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 23,334 | $1.43M | 1.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,103 | $1.39M | 1.5% | – | – | History |
| EIXEdison International | Stock | 19,629 | $1.34M | 1.4% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 6,709 | $1.19M | 1.3% | – | – | History |
| PLUGPlug Power Inc | Stock | 40,832 | $1.15M | 1.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 11,796 | $1.12M | 1.2% | – | – | History |
| LUVSouthwest Airlines Co | COM | 26,120 | $1.12M | 1.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 4,383 | $1.11M | 1.2% | – | – | History |
| LULUlululemon athletica inc. | Stock | 2,818 | $1.10M | 1.2% | – | – | History |
| BACBank of America Corp | Stock | 24,560 | $1.09M | 1.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,670 | $1.08M | 1.1% | – | – | History |
| BABoeing Co | Stock | 5,345 | $1.08M | 1.1% | – | – | History |
| CVSCVS Health Corp | Stock | 10,361 | $1.07M | 1.1% | – | – | History |
| SOFISoFi Technologies, Inc. | Stock | 61,439 | $971.4K | 1.0% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,128 | $967.4K | 1.0% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 3,589 | $900.8K | 1.0% | – | – | History |
| STORStore Capital LLC | COM | 26,098 | $897.8K | 0.9% | – | – | History |
| DEDeere & Co | Stock | 2,388 | $819.1K | 0.9% | – | – | History |
| LMTLockheed Martin Corp | Stock | 2,268 | $805.9K | 0.9% | – | – | History |
| HONHoneywell International Inc | COM | 3,818 | $750.1K | 0.8% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,239 | $712.2K | 0.8% | – | – | – |
| ESEversource Energy | Stock | 7,772 | $707.1K | 0.7% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,743 | $610.3K | 0.6% | – | – | – |
| CBChubb Ltd | Stock | 3,000 | $579.9K | 0.6% | – | – | History |
| PSXPhillips 66 | Stock | 7,912 | $573.4K | 0.6% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 17,188 | $498.1K | 0.5% | – | – | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 2,657 | $491.1K | 0.5% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 1,142 | $471.0K | 0.5% | – | – | History |
| TJXTJX Companies Inc | Stock | 5,685 | $431.6K | 0.5% | – | – | History |
| MMM3M Co | Stock | 2,430 | $431.6K | 0.5% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,460 | $387.0K | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 14,889 | $366.3K | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,382 | $348.0K | 0.4% | – | – | History |
| XYZBlock, Inc. | CL A | 2,137 | $345.1K | 0.4% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 6,027 | $342.7K | 0.4% | – | – | History |
| MURMurphy Oil Corp | COM | 12,768 | $333.5K | 0.4% | – | – | History |
| TGTTarget Corp | Stock | 1,430 | $331.1K | 0.3% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,617 | $330.6K | 0.3% | – | – | – |
| HUMHumana Inc | Stock | 660 | $306.1K | 0.3% | – | – | History |
| COFCapital One Financial Corp | Stock | 2,080 | $301.7K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 1,745 | $284.1K | 0.3% | – | – | – |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 6,428 | $278.6K | 0.3% | – | – | – |
| SPGIS&P Global Inc. | Stock | 582 | $274.8K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,134 | $266.7K | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,528 | $261.2K | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 2,963 | $255.0K | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 5,082 | $248.7K | 0.3% | – | – | History |
| KRKroger Co | Stock | 5,090 | $230.4K | 0.2% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 2,262 | $227.5K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 402 | $218.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,558 | $210.9K | 0.2% | – | – | History |
| NUENucor Corp | COM | 1,843 | $210.3K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 573 | $201.9K | 0.2% | – | – | History |
| PLXProtalix BioTherapeutics, Inc. | COM | 14,544 | $12.1K | <0.1% | – | – | History |