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Finivi Inc. 13F holdings

Filed 2026-07-09 · Finivi Inc. · 111 positions · $194.9M

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TickerCompanySharesValue% of portfolio
TOTLSSGA ACTIVE ETF TR261.5K$10.3M5.3%
VCITVANGUARD SCOTTSDALE FDS123.2K$10.2M5.2%
QQQINVESCO QQQ TR13.8K$10.1M5.2%
GOOGALPHABET INC19.6K$6.9M3.5%
AVGOBROADCOM INC17.8K$6.7M3.5%
AAPLAPPLE INC22.2K$6.4M3.3%
AMZNAMAZON COM INC26.4K$6.3M3.2%
LLYELI LILLY & CO5.2K$6.3M3.2%
WMTWALMART INC48.9K$5.5M2.8%
NVDANVIDIA CORPORATION27.6K$5.5M2.8%
MSFTMICROSOFT CORP13.7K$5.1M2.6%
BRK-BBERKSHIRE HATHAWAY INC DEL8.4K$4.2M2.2%
METAMETA PLATFORMS INC7.1K$4.0M2.1%
JPMJPMORGAN CHASE & CO12.2K$4.0M2.0%
COSTCOSTCO WHOLESALE CORPORATION4.1K$3.9M2.0%
XLISELECT SECTOR SPDR TR20.1K$3.7M1.9%
XHSSPDR SERIES TRUST26.8K$3.5M1.8%
CCITIGROUP INC23.6K$3.3M1.7%
ORLYOREILLY AUTOMOTIVE INC35.8K$3.3M1.7%
VRTVERTIV HOLDINGS CO9.7K$3.3M1.7%
NUNU HLDGS LTD235.6K$3.1M1.6%
NEENEXTERA ENERGY INC33.6K$2.9M1.5%
AMATAPPLIED MATLS INC3.8K$2.8M1.4%
PMPHILIP MORRIS INTL INC15.0K$2.7M1.4%
MCDMCDONALDS CORP9.8K$2.6M1.4%
TAT&T INC122.0K$2.5M1.3%
KRKROGER CO44.9K$2.5M1.3%
GLWCORNING INC9.4K$2.4M1.2%
MDYSTATE STR SPDR S&P MIDCAP 403.1K$2.2M1.1%
GSGOLDMAN SACHS GROUP INC2.0K$2.1M1.1%
SPGSIMON PPTY GROUP INC NEW7.8K$1.7M0.9%
HOODROBINHOOD MKTS INC17.4K$1.7M0.9%
BBARRICK MNG CORP47.2K$1.7M0.9%
MLIMUELLER INDS INC14.1K$1.7M0.9%
MUMICRON TECHNOLOGY INC1.3K$1.5M0.8%
UNPUNION PAC CORP5.5K$1.5M0.8%
ROKROCKWELL AUTOMATION INC2.9K$1.5M0.7%
PGPROCTER & GAMBLE CO9.8K$1.4M0.7%
UNHUNITEDHEALTH GROUP INC3.2K$1.3M0.7%
PANWPALO ALTO NETWORKS INC3.7K$1.3M0.6%
CNQCANADIAN NAT RES LTD MED TER31.6K$1.2M0.6%
JEPQJ P MORGAN EXCHANGE TRADED F18.9K$1.2M0.6%
CATCATERPILLAR INC1.1K$1.2M0.6%
DEDEERE & CO1.8K$1.1M0.6%
VUSBVANGUARD BD INDEX FDS22.2K$1.1M0.6%
BACBANK OF AMER CORP18.7K$1.1M0.5%
CBCHUBB LIMITED3.0K$1.0M0.5%
GLDSPDR GOLD TR2.8K$1.0M0.5%
VVISA INC2.9K$1.0M0.5%
SPCXSPACE EXPLORATION TECHN CORP5.9K$1.0M0.5%
ESEVERSOURCE ENERGY13.4K$971,0730.5%
GOOGLALPHABET INC2.6K$938,5620.5%
WMWASTE MGMT INC DEL4.0K$883,7190.5%
PAVEGLOBAL X FDS14.9K$878,4110.5%
SNDASONIDA SENIOR LIVING INC21.4K$873,0380.4%
TJXTJX COS INC NEW5.6K$845,6620.4%
XNTKSPDR SERIES TRUST5.3K$839,0420.4%
SHELSHELL PLC10.5K$817,7060.4%
URIUNITED RENTALS INC706$799,4540.4%
DUKDUKE ENERGY CORP NEW6.1K$774,8500.4%
Top Fund Holdings
13F
Top Fund Holdings

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