Finivi Inc.
- SEC CIK
- 0002101641
- Latest filing
- Jul 9, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Dec 19, 2025. Long positions only.
- Positions
- 90
- No filing for Q3 2023
- Portfolio value
- $102.4M
- No filing for Q3 2023
Finivi Inc. did not file a 13F for Q3 2023, 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 | 15,830 | $6.48M | 6.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,618 | $4.74M | 4.6% | – | – | History |
| AAPLApple Inc. | Stock | 20,878 | $4.02M | 3.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 28,128 | $3.96M | 3.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 25,916 | $3.94M | 3.8% | – | – | History |
| WMTWalmart Inc. | Stock | 20,706 | $3.26M | 3.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 4,977 | $2.90M | 2.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,097 | $2.89M | 2.8% | – | – | History |
| MCDMcDonalds Corp | Stock | 9,656 | $2.86M | 2.8% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,393 | $2.67M | 2.6% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,841 | $2.55M | 2.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 7,139 | $2.53M | 2.5% | – | – | History |
| NEENextera Energy Inc | Stock | 41,318 | $2.51M | 2.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 23,900 | $2.39M | 2.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 13,690 | $2.15M | 2.1% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 2,120 | $2.01M | 2.0% | – | – | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 232,826 | $1.94M | 1.9% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,098 | $1.84M | 1.8% | – | – | – |
| CMCSAComcast Corp | Stock | 40,114 | $1.76M | 1.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,441 | $1.70M | 1.7% | – | – | History |
| DEDeere & Co | Stock | 4,145 | $1.66M | 1.6% | – | – | History |
| KRKroger Co | Stock | 35,390 | $1.62M | 1.6% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 17,979 | $1.54M | 1.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,292 | $1.51M | 1.5% | – | – | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 25,900 | $1.36M | 1.3% | – | – | – |
| BABoeing Co | Stock | 5,104 | $1.33M | 1.3% | – | – | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 4,252 | $1.32M | 1.3% | – | – | – |
| NFLXNetflix Inc | Stock | 2,530 | $1.23M | 1.2% | – | – | History |
| KEYKeycorp | COM | 83,646 | $1.20M | 1.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 7,914 | $1.16M | 1.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 4,381 | $1.15M | 1.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 1,948 | $1.12M | 1.1% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 2,244 | $1.10M | 1.1% | – | – | History |
| TSLATesla, Inc. | Stock | 4,355 | $1.08M | 1.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,114 | $1.05M | 1.0% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,965 | $876.7K | 0.9% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 5,487 | $814.1K | 0.8% | – | – | History |
| CVSCVS Health Corp | Stock | 10,057 | $794.1K | 0.8% | – | – | History |
| HONHoneywell International Inc | COM | 3,575 | $749.8K | 0.7% | – | – | History |
| ORCLOracle Corp | Stock | 6,696 | $705.9K | 0.7% | – | – | History |
| SHELShell plc | ADR | 10,551 | $694.3K | 0.7% | – | – | History |
| BACBank of America Corp | Stock | 20,485 | $689.7K | 0.7% | – | – | History |
| CBChubb Ltd | Stock | 3,000 | $678.0K | 0.7% | – | – | History |
| ETSYEtsy Inc | COM | 8,291 | $672.0K | 0.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,756 | $638.9K | 0.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,093 | $620.7K | 0.6% | – | – | – |
| UBERUber Technologies, Inc | Stock | 9,859 | $607.0K | 0.6% | – | – | History |
| AMATApplied Materials Inc | Stock | 3,653 | $592.0K | 0.6% | – | – | History |
| TAT&T Inc. | Stock | 34,541 | $579.6K | 0.6% | – | – | History |
| AURAurora Innovation, Inc. | CLASS A COM | 131,713 | $575.6K | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,637 | $567.4K | 0.6% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 16,978 | $562.7K | 0.5% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,267 | $525.4K | 0.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,703 | $516.7K | 0.5% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 9,570 | $516.5K | 0.5% | – | – | – |
| VVisa Inc. | Stock | 1,942 | $505.7K | 0.5% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 5,293 | $497.9K | 0.5% | – | – | History |
| ESEversource Energy | Stock | 7,803 | $481.6K | 0.5% | – | – | History |
| CTRACoterra Energy Inc. | Stock | 17,575 | $448.5K | 0.4% | – | – | History |
| NUENucor Corp | COM | 2,445 | $425.5K | 0.4% | – | – | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 11,869 | $409.0K | 0.4% | – | – | – |
| AIGAmerican International Group, Inc. | Stock | 6,027 | $408.4K | 0.4% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 6,169 | $404.2K | 0.4% | – | – | History |
| DVNDevon Energy Corp | Stock | 8,802 | $398.8K | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 6,191 | $364.9K | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,514 | $351.2K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 1,125 | $332.6K | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 460 | $325.0K | 0.3% | – | – | History |
| WDAYWorkday, Inc. | CL A | 1,139 | $314.4K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 3,453 | $311.7K | 0.3% | – | – | History |
| SPGIS&P Global Inc. | Stock | 675 | $297.5K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 7,653 | $288.5K | 0.3% | – | – | History |
| LULUlululemon athletica inc. | Stock | 557 | $284.8K | 0.3% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 4,756 | $284.0K | 0.3% | – | – | History |
| LMTLockheed Martin Corp | Stock | 618 | $280.1K | 0.3% | – | – | History |
| CZRCaesars Entertainment, Inc. | COM | 5,873 | $275.3K | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,092 | $268.3K | 0.3% | – | – | History |
| MMM3M Co | Stock | 2,431 | $265.7K | 0.3% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,693 | $260.6K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 1,520 | $258.1K | 0.3% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 853 | $251.5K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,618 | $250.7K | 0.2% | – | – | History |
| DHIHorton D R Inc | COM | 1,648 | $250.5K | 0.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,151 | $248.4K | 0.2% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 108 | $247.0K | 0.2% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,298 | $232.2K | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 1,550 | $231.1K | 0.2% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 569 | $219.6K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 856 | $216.5K | 0.2% | – | – | History |
| PLXProtalix BioTherapeutics, Inc. | COM | 14,544 | $25.9K | <0.1% | – | – | History |