Chief Executive Officer

0001095449-23-000066.txt : 20230807 0001095449-23-000066.hdr.sgml : 20230807 20230804183349 ACCESSION NUMBER: 0001095449-23-000066 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Avengers, Inc. CENTRAL INDEX KEY: 0001844393 IRS NUMBER: 943352627 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20587 FILM NUMBER: 231145273 BUSINESS ADDRESS: STREET 1: 505 FOURTEENTH STREET STREET 2: #310 CITY: OAKLAND STATE: CA ZIP: 94612 BUSINESS PHONE: (415) 773-2174 MAIL ADDRESS: STREET 1: 505 FOURTEENTH STREET STREET 2: #310 CITY: OAKLAND STATE: CA ZIP: 94612 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844393 XXXXXXXX 06-30-2023 06-30-2023 Financial Avengers, Inc.

505 FOURTEENTH STREET #310 OAKLAND CA 94612

13F HOLDINGS REPORT 028-20587 000119636 801-78015 N Thomas W. Swift Chief Executive Officer (415) 773-2174 Thomas W. Swift Oakland CA 08-02-2023 0 159 151191403 false INFORMATION TABLE 2 table.2023-06.xml 13F INFORMATION TABLE FOR JUNE 30, 2023 A T & T INC COMMON STOCK 00206R102 68551 4298 SH SOLE 4298 0 0 ABBOTT LABORATORIES COMMON STOCK 002824100 100871 925 SH SOLE 925 0 0 ACTIVISION BLIZZARD COMMON STOCK 00507V109 64570 766 SH SOLE 766 0 0 ADASINA SOCIAL JUSTC ALLCP GLB ETF UIT EXCHANGE TRADED 886364876 24170 1500 SH SOLE 1500 0 0 ADOBE INC COMMON STOCK 00724F101 2183340 4465 SH SOLE 4465 0 0 ADVANCED MICRO DEVICES I COMMON STOCK 007903107 489813 4300 SH SOLE 4300 0 0 AIRBNB INC CLASS A COMMON STOCK 009066101 390247 3045 SH SOLE 3045 0 0 ALPHABET INC. CLASS A COMMON STOCK 02079K305 704841 5888 SH SOLE 5888 0 0 ALPHABET INC. CLASS C COMMON STOCK 02079K107 11283790 93278 SH SOLE 93278 0 0 AMAZON.COM INC COMMON STOCK 023135106 16965963 130147 SH SOLE 130147 0 0 AMC ENTERTAINMEN 0 perc PFD PREFERRED STOCK 00165C203 35 20 SH SOLE 20 0 0 AMC ENTERTAINMENT CLASS A COMMON STOCK 00165C104 88 20 SH SOLE 20 0 0 AMER ELECTRIC PWR CO COMMON STOCK 025537101 106574 1266 SH SOLE 1266 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 7513353 43131 SH SOLE 43131 0 0 AMERICAN HEALTH CARE REIT INC CLASS I REAL ESTATE INVESTME 398182204 29095 927 SH SOLE 927 0 0 AMERICAN INTL GROUP COMMON STOCK 026874784 2651 46 SH SOLE 46 0 0 AMGEN INC. COMMON STOCK 031162100 2288 10 SH SOLE 10 0 0 AMPHENOL CORP CLASS A COMMON STOCK 032095101 4305 51 SH SOLE 51 0 0 APPLE INC COMMON STOCK 037833100 22783639 117460 SH SOLE 117460 0 0 APPLIED MATERIALS COMMON STOCK 038222105 22889 158 SH SOLE 158 0 0 ARCH CAP GROUP LTD F FOREIGN ORDINARIES G0450A105 133233 1780 SH SOLE 1780 0 0 AUTO DATA PROCESSING COMMON STOCK 053015103 202574 922 SH SOLE 922 0 0 AUTODESK INC COMMON STOCK 052769106 31919 156 SH SOLE 156 0 0 BANK MONTREAL QUE F FOREIGN CANADIAN 063671101 19236 213 SH SOLE 213 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 152 5 SH SOLE 5 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 6014997 209655 SH SOLE 209655 0 0 BECTON DICKINSON&CO COMMON STOCK 075887109 5497 21 SH SOLE 21 0 0 BERKSHIRE HATHAWAY CLASS A COMMON STOCK 084990175 517810 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 13533949 39689 SH SOLE 39689 0 0 BEYOND MEAT INC COMMON STOCK 08862E109 4413 340 SH SOLE 340 0 0 BOX INC CLASS A COMMON STOCK 10316T104 4407 150 SH SOLE 150 0 0 BRISTOL-MYERS SQUIBB COMMON STOCK 110122108 7819 122 SH SOLE 122 0 0 BROADCOM INC COMMON STOCK 11135F101 17143 20 SH SOLE 20 0 0 BROOKFIELD INFRASTRUC LP LIMITED PARTNERSHP G16252101 11279 309 SH SOLE 309 0 0 CARLISLE CO COMMON STOCK 142339100 2873 11 SH SOLE 11 0 0 CARTERS INC COMMON STOCK 146229109 8671 119 SH SOLE 119 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 9438530 166523 SH SOLE 166523 0 0 CHEVRON CORP COMMON STOCK 166764100 10049 64 SH SOLE 64 0 0 CLOROX CO COMMON STOCK 189054109 36370 229 SH SOLE 229 0 0 COMCAST CORP CLASS A COMMON STOCK 20030N101 12859 309 SH SOLE 309 0 0 CONSOLIDATED EDISON COMMON STOCK 209115104 40820 452 SH SOLE 452 0 0 CORNING INC COMMON STOCK 219350105 9257 264 SH SOLE 264 0 0 COSTCO WHOLESALE CO COMMON STOCK 22160K105 110538 205 SH SOLE 205 0 0 COTY INC CLASS A COMMON STOCK 222070203 15147 1232 SH SOLE 1232 0 0 DANAHER CORP COMMON STOCK 235851102 43921 183 SH SOLE 183 0 0 DELTA AIR LINES INC DEL COMMON STOCK 247361702 11885 250 SH SOLE 250 0 0 DROPBOX INC CLASS A COMMON STOCK 26210C104 161380 6051 SH SOLE 6051 0 0 EBAY INC COMMON STOCK 278642103 14411 322 SH SOLE 322 0 0 EDISON INTERNTNL COMMON STOCK 281020107 11350 163 SH SOLE 163 0 0 EMBECTA CORP COMMON STOCK 29082K105 86 4 SH SOLE 4 0 0 ENBRIDGE INC F FOREIGN CANADIAN 29250N105 2043 55 SH SOLE 55 0 0 EQUITY RESIDENTIAL REIT REAL ESTATE INVESTME 29476L107 33252 504 SH SOLE 504 0 0 ESS TECH INC COMMON STOCK 26916J106 118 80 SH SOLE 80 0 0 EVERGY INC COMMON STOCK 30034W106 30583 524 SH SOLE 524 0 0 FIRST GREENWICH FINL INC COMMON STOCK 320425200 9690 600 SH SOLE 600 0 0 FIRST SOLAR INC COMMON STOCK 336433107 54366 286 SH SOLE 286 0 0 FORD MOTOR CO COMMON STOCK 345370860 7271671 480613 SH SOLE 480613 0 0 FORTINET INC COMMON STOCK 34959E109 120944 1600 SH SOLE 1600 0 0 GE HEALTHCARE TECHNOLOGI COMMON STOCK 36266G107 18936 233 SH SOLE 233 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604301 77151 702 SH SOLE 702 0 0 GENERAL MILLS INC COMMON STOCK 370334104 2720 35 SH SOLE 35 0 0 GENERAL MOTORS CO COMMON STOCK 37045V100 14942 388 SH SOLE 388 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 96761 1255 SH SOLE 1255 0 0 GLOBALSTAR INC COMMON STOCK 378973408 58 54 SH SOLE 54 0 0 HASBRO INC COMMON STOCK 418056107 29000 448 SH SOLE 448 0 0 HERSHEY CO COMMON STOCK 427866108 37945 152 SH SOLE 152 0 0 HOME DEPOT INC COMMON STOCK 437076102 105903 341 SH SOLE 341 0 0 IBM CORP COMMON STOCK 459200101 60045 449 SH SOLE 449 0 0 INTEL CORP COMMON STOCK 458140100 3745266 112000 SH SOLE 112000 0 0 INTUITIVE SURGICAL COMMON STOCK 46120E602 44452 130 SH SOLE 130 0 0 INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF UIT EXCHANGE TRADED 46137V787 12239 200 SH SOLE 200 0 0 INVITAE CORP COMMON STOCK 46185L103 802 710 SH SOLE 710 0 0 IRON MTN INC NEW REIT REAL ESTATE INVESTME 46284V101 31917 562 SH SOLE 562 0 0 ISHARES BRD USD INV GRD CORP BD ETF UIT EXCHANGE TRADED 464288620 233828 4668 SH SOLE 4668 0 0 ISHARES S&P MID CAP 400 GRWTH ETF UIT EXCHANGE TRADED 464287606 20250 270 SH SOLE 270 0 0 J M SMUCKER CO COMMON STOCK 832696405 4081 28 SH SOLE 28 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 6726619 40639 SH SOLE 40639 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 104630 719 SH SOLE 719 0 0 KBS GROWTH & INCOME REIT INC CLASS A REAL ESTATE INVESTME 48244M106 5310 4578 SH SOLE 4578 0 0 KINDER MORGAN INC COMMON STOCK 49456B101 12192 708 SH SOLE 708 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 651 49 SH SOLE 49 0 0 LEHMAN BROS HOLDING IXXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTIONS COMMON STOCK 524ESC100 0 135 SH SOLE 135 0 0 LENDINGCLUB CORP COMMON STOCK 52603A208 95180 9762 SH SOLE 9762 0 0 LEVI STRAUSS & CO NEW CLASS A COMMON STOCK 52736R102 16901 1171 SH SOLE 1171 0 0 LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS AMERICAN DEPOSITORY 50202M102 211 6 SH SOLE 6 0 0 LILLY ELI & CO COMMON STOCK 532457108 159932 341 SH SOLE 341 0 0 LUMEN TECHNOLOGIES INC COMMON STOCK 550241103 1621 717 SH SOLE 717 0 0 LYFT INC CLASS A COMMON STOCK 55087P104 5275 550 SH SOLE 550 0 0 MASTERCARD INC CLASS A COMMON STOCK 57636Q104 7980 20 SH SOLE 20 0 0 MEDICAL PROPERTIES REIT REAL ESTATE INVESTME 58463J304 4899 529 SH SOLE 529 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 36475 316 SH SOLE 316 0 0 META PLATFORMS INC CLASS A COMMON STOCK 30303M102 162144 565 SH SOLE 565 0 0 MICROCHIP TECHNOLOGY COMMON STOCK 595017104 79002 882 SH SOLE 882 0 0 MICROSOFT CORP COMMON STOCK 594918104 4918281 14443 SH SOLE 14443 0 0 MONGODB INC CLASS A COMMON STOCK 60937P106 49319 120 SH SOLE 120 0 0 MOTLEY FOOL GLOBAL OPPORTUNITIES ETF UIT EXCHANGE TRADED 74933W635 37654 1410 SH SOLE 1410 0 0 NETFLIX INC COMMON STOCK 64110L106 57264 130 SH SOLE 130 0 0 NIKE INC CLASS B COMMON STOCK 654106103 132002 1196 SH SOLE 1196 0 0 NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 670108109 466 10 SH SOLE 10 0 0 NU HOLDINGS LTD FCLASS A FOREIGN ORDINARIES G6683N103 505 64 SH SOLE 64 0 0 NUVEEN ESG SMALL CAP ETF UIT EXCHANGE TRADED 67092P607 1221 33 SH SOLE 33 0 0 NV5 GLOBAL INC COMMON STOCK 62945V109 223423 2017 SH SOLE 2017 0 0 NVIDIA CORP COMMON STOCK 67066G104 10157703 24012 SH SOLE 24012 0 0 OMNICELL INC COMMON STOCK 68213N109 25785 350 SH SOLE 350 0 0 PAYPAL HOLDINGS INCORPOR COMMON STOCK 70450Y103 1354152 20293 SH SOLE 20293 0 0 PEOPLES BANCORP INC COMMON STOCK 709789101 17178 647 SH SOLE 647 0 0 PEPSICO INC COMMON STOCK 713448108 51717 279 SH SOLE 279 0 0 PFIZER INC COMMON STOCK 717081103 241278 6578 SH SOLE 6578 0 0 PITNEY BOWES INC COMMON STOCK 724479100 1343 379 SH SOLE 379 0 0 PROCTER & GAMBLE COMMON STOCK 742718109 5423754 35744 SH SOLE 35744 0 0 PROLOGIS INC. REIT REAL ESTATE INVESTME 74340W103 10772 88 SH SOLE 88 0 0 PUBLIC STORAGE REIT REAL ESTATE INVESTME 74460D109 9412 32 SH SOLE 32 0 0 QORVO INC COMMON STOCK 74736K101 6632 65 SH SOLE 65 0 0 QUALCOMM INC COMMON STOCK 747525103 13598 114 SH SOLE 114 0 0 QUINCE THERAPEUTICS INC COMMON STOCK 22053A107 151 100 SH SOLE 100 0 0 ROBLOX CORP CLASS A COMMON STOCK 771049103 2015 50 SH SOLE 50 0 0 SALESFORCE INC COMMON STOCK 79466L302 3169 15 SH SOLE 15 0 0 SCIENCE APPLICATIONS COMMON STOCK 808625107 337 3 SH SOLE 3 0 0 SEAGEN INC COMMON STOCK 81181C104 15397 80 SH SOLE 80 0 0 SELECT SECTOR HEALTH CARE SPDR ETF UIT EXCHANGE TRADED 81369Y209 40039 302 SH SOLE 302 0 0 SHOPIFY INC FCLASS A FOREIGN CANADIAN 82509L107 2398275 37125 SH SOLE 37125 0 0 SILA REALTY TRUST INC CLASS A REAL ESTATE INVESTME 146280102 18699 2300 SH SOLE 2300 0 0 SOLAREDGE TECH COMMON STOCK 83417M104 5381 20 SH SOLE 20 0 0 SOUTHERN CO COMMON STOCK 842587107 1434 20 SH SOLE 20 0 0 SOUTHWEST AIRLINES COMMON STOCK 844741108 4840 134 SH SOLE 134 0 0 SPDR DOUBLELINE TTL RTRNTTCL ETF UIT EXCHANGE TRADED 78467V848 28385 700 SH SOLE 700 0 0 SPDR GOLD SHARES ETF UIT EXCHANGE TRADED 78463V107 17292 97 SH SOLE 97 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 22164 50 SH SOLE 50 0 0 SS&C TECHNOLOGS HLDG COMMON STOCK 78467J100 40022 660 SH SOLE 660 0 0 STARBUCKS CORP COMMON STOCK 855244109 3113718 31433 SH SOLE 31433 0 0 TAKE TWO INTERACTV COMMON STOCK 874054109 32817 223 SH SOLE 223 0 0 TARGET CORP COMMON STOCK 87612E106 30035 228 SH SOLE 228 0 0 TECHNOLOGY SELECT SECTORSPDR ETF UIT EXCHANGE TRADED 81369Y803 34882 201 SH SOLE 201 0 0 TESLA INC COMMON STOCK 88160R101 3626823 13855 SH SOLE 13855 0 0 TEXAS INSTRUMENTS COMMON STOCK 882508104 67470 375 SH SOLE 375 0 0 THE COCA-COLA CO COMMON STOCK 191216100 49800 827 SH SOLE 827 0 0 TILRAY BRANDS INC COMMON STOCK 88688T100 112 72 SH SOLE 72 0 0 T-MOBILE US INC COMMON STOCK 872590104 972 7 SH SOLE 7 0 0 TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 89677Q107 7000 200 SH SOLE 200 0 0 U S BANCORP COMMON STOCK 902973304 24391 738 SH SOLE 738 0 0 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 904767704 10426 200 SH SOLE 200 0 0 UNITEDHEALTH GRP INC COMMON STOCK 91324P102 238362 496 SH SOLE 496 0 0 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 20340 500 SH SOLE 500 0 0 VANGUARD HIGH DIVIDEND YIELD ETF UIT EXCHANGE TRADED 921946406 37330 352 SH SOLE 352 0 0 VANGUARD MEGA CAP VALUE ETF UIT EXCHANGE TRADED 921910840 31216 301 SH SOLE 301 0 0 VANGUARD SMALL CAP ETF IV UIT EXCHANGE TRADED 922908751 3594 18 SH SOLE 18 0 0 VANGUARD TOTAL BOND MARKET ETF UIT EXCHANGE TRADED 921937835 262825 3616 SH SOLE 3616 0 0 VEEVA SYSTEMS INC CLASS A COMMON STOCK 922475108 19773 100 SH SOLE 100 0 0 VERIZON COMMUNICATN COMMON STOCK 92343V104 1834321 49323 SH SOLE 49323 0 0 VERTEX PHARMACEUTICA COMMON STOCK 92532F100 52787 150 SH SOLE 150 0 0 VIATRIS INC COMMON STOCK 92556V106 176 18 SH SOLE 18 0 0 VISA INC CLASS A COMMON STOCK 92826C839 113021 476 SH SOLE 476 0 0 W.P. CAREY INC. REIT REAL ESTATE INVESTME 92936U109 3574 53 SH SOLE 53 0 0 WABTEC COMMON STOCK 929740108 987 9 SH SOLE 9 0 0 WALGREENS BOOTS ALLI COMMON STOCK 931427108 9245 324 SH SOLE 324 0 0 WALMART INC COMMON STOCK 931142103 30065 191 SH SOLE 191 0 0 WALT DISNEY CO COMMON STOCK 254687106 3543745 39692 SH SOLE 39692 0 0 WARNER BROTHERS DISCOVER COMMON STOCK 934423104 8565 683 SH SOLE 683 0 0 ZOOM VIDEO COMMUNICATIONCLASS A COMMON STOCK 98980L101 339 5 SH SOLE 5 0 0