Finivi Inc.
104 holdingsFiling period: 2026-03-31Current AUM: $201.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TOTL | SSGA ACTIVE ETF TR | 264.5K | $10.5M | $10.3M | 5.08% | +33.8K | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 123.2K | $10.2M | $10.0M | 4.96% | +24.2K | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 15.7K | $9.1M | $10.8M | 5.36% | +1.2K | 2026-03-31 |
| 4 | WMT | WALMART INC | 52.0K | $6.5M | $5.8M | 2.87% | +3.3K | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 20.4K | $6.3M | $8.0M | 3.94% | +622 | 2026-03-31 |
| 6 | GOOG | ALPHABET INC | 22.0K | $6.3M | $7.8M | 3.89% | +278 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 23.2K | $5.9M | $7.2M | 3.55% | +1.2K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 26.9K | $5.6M | $7.3M | 3.62% | +1.1K | 2026-03-31 |
| 9 | XOM | EXXON MOBIL CORP | 31.0K | $5.3M | $4.8M | 2.39% | +2.6K | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 31.0K | $5.3M | $4.8M | 2.39% | +2.6K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 13.6K | $5.0M | $6.3M | 3.14% | +629 | 2026-03-31 |
| 12 | LLY | ELI LILLY & CO | 5.4K | $5.0M | $6.2M | 3.09% | +725 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 27.5K | $4.8M | $5.5M | 2.74% | +1.5K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.8K | $4.2M | $4.2M | 2.09% | +537 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 7.1K | $4.1M | $4.0M | 1.96% | +338 | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 4.0K | $4.0M | $3.8M | 1.91% | +362 | 2026-03-31 |
| 17 | — | NU HLDGS LTD | 272.0K | $3.9M | $3.9M | 1.94% | +24.3K | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 12.1K | $3.6M | $4.3M | 2.11% | +748 | 2026-03-31 |
| 19 | T | AT&T INC | 122.0K | $3.5M | $2.8M | 1.41% | +8.6K | 2026-03-31 |
| 20 | VRT | VERTIV HOLDINGS CO | 13.5K | $3.4M | $3.3M | 1.62% | +1.3K | 2026-03-31 |
| 21 | ORLY | OREILLY AUTOMOTIVE INC | 36.2K | $3.3M | $3.2M | 1.60% | +2.3K | 2026-03-31 |
| 22 | MCD | MCDONALDS CORP | 10.7K | $3.3M | $2.9M | 1.44% | +935 | 2026-03-31 |
| 23 | XLI | SELECT SECTOR SPDR TR | 20.1K | $3.3M | $3.6M | 1.79% | +1.7K | 2026-03-31 |
| 24 | KR | KROGER CO | 43.8K | $3.2M | $2.5M | 1.25% | +4.5K | 2026-03-31 |
| 25 | NEE | NEXTERA ENERGY INC | 33.4K | $3.1M | $2.9M | 1.44% | +2.2K | 2026-03-31 |
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