Chief Executive Officer

0001095449-23-000082.txt : 20231115 0001095449-23-000082.hdr.sgml : 20231115 20231114200348 ACCESSION NUMBER: 0001095449-23-000082 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231115 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231115 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: 231408745 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 09-30-2023 09-30-2023 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 11-08-2023 0 179 149599148 false INFORMATION TABLE 2 table.2023-09.xml 13F INFORMATION TABLE FOR SEPTEMBER 30, 2023 AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS AMERICAN DEPOSITORY 009279100 3346 100 SH SOLE 100 0 0 HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS AMERICAN DEPOSITORY 404280406 3946 100 SH SOLE 100 0 0 NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 670108109 402 10 SH SOLE 10 0 0 PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS AMERICAN DEPOSITORY 73942H100 544 47 SH SOLE 47 0 0 TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS AMERICAN DEPOSITORY 874060205 44182 2856 SH SOLE 2856 0 0 TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 89677Q107 6994 200 SH SOLE 200 0 0 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 904767704 28527 577 SH SOLE 577 0 0 A T & T INC COMMON STOCK 00206R102 85120 5667 SH SOLE 5667 0 0 ABBOTT LABORATORIES COMMON STOCK 002824100 90045 930 SH SOLE 930 0 0 ABBVIE INC COMMON STOCK 00287Y109 6823 46 SH SOLE 46 0 0 ACTIVISION BLIZZARD COMMON STOCK 00507V109 72502 774 SH SOLE 774 0 0 ADOBE INC COMMON STOCK 00724F101 2388372 4684 SH SOLE 4684 0 0 ADVANCED MICRO DEVICES I COMMON STOCK 007903107 503510 4897 SH SOLE 4897 0 0 AIRBNB INC CLASS A COMMON STOCK 009066101 387618 2825 SH SOLE 2825 0 0 ALPHABET INC. CLASS A COMMON STOCK 02079K305 1084620 8288 SH SOLE 8288 0 0 ALPHABET INC. CLASS C COMMON STOCK 02079K107 12313678 93392 SH SOLE 93392 0 0 AMAZON.COM INC COMMON STOCK 023135106 16656152 131027 SH SOLE 131027 0 0 AMC ENTERTAINMENT CLASS A COMMON STOCK 00165C302 32 4 SH SOLE 4 0 0 AMER ELECTRIC PWR CO COMMON STOCK 025537101 82752 1100 SH SOLE 1100 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 6575167 44072 SH SOLE 44072 0 0 AMERICAN INTL GROUP COMMON STOCK 026874784 2809 46 SH SOLE 46 0 0 AMGEN INC. COMMON STOCK 031162100 2793 10 SH SOLE 10 0 0 AMPHENOL CORP CLASS A COMMON STOCK 032095101 4267 51 SH SOLE 51 0 0 APPLE INC COMMON STOCK 037833100 20800716 121492 SH SOLE 121492 0 0 APPLIED MATERIALS COMMON STOCK 038222105 21974 159 SH SOLE 159 0 0 ATLASSIAN CORP CLASS A COMMON STOCK 049468101 2015 10 SH SOLE 10 0 0 AUTO DATA PROCESSING COMMON STOCK 053015103 223001 927 SH SOLE 927 0 0 AUTODESK INC COMMON STOCK 052769106 32278 156 SH SOLE 156 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 5958018 217605 SH SOLE 217605 0 0 BATH & BODY WKS INC COMMON STOCK 070830104 4833 143 SH SOLE 143 0 0 BECTON DICKINSON&CO COMMON STOCK 075887109 5402 21 SH SOLE 21 0 0 BERKSHIRE HATHAWAY CLASS A COMMON STOCK 084990175 531477 100 SH SOLE 100 0 0 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 13952799 39831 SH SOLE 39831 0 0 BEYOND MEAT INC COMMON STOCK 08862E109 3271 340 SH SOLE 340 0 0 BOX INC CLASS A COMMON STOCK 10316T104 3632 150 SH SOLE 150 0 0 BRISTOL-MYERS SQUIBB COMMON STOCK 110122108 7162 123 SH SOLE 123 0 0 BROADCOM INC COMMON STOCK 11135F101 16502 20 SH SOLE 20 0 0 CARLISLE CO COMMON STOCK 142339100 2913 11 SH SOLE 11 0 0 CARTERS INC COMMON STOCK 146229109 8350 121 SH SOLE 121 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 9321750 169795 SH SOLE 169795 0 0 CHEVRON CORP COMMON STOCK 166764100 10867 64 SH SOLE 64 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 136577 2541 SH SOLE 2541 0 0 CLOROX CO COMMON STOCK 189054109 30202 230 SH SOLE 230 0 0 COMCAST CORP CLASS A COMMON STOCK 20030N101 13810 311 SH SOLE 311 0 0 CONSOLIDATED EDISON COMMON STOCK 209115104 38963 456 SH SOLE 456 0 0 CORNING INC COMMON STOCK 219350105 22978 754 SH SOLE 754 0 0 COSTCO WHOLESALE CO COMMON STOCK 22160K105 146777 260 SH SOLE 260 0 0 COTY INC CLASS A COMMON STOCK 222070203 13520 1232 SH SOLE 1232 0 0 CSX CORP COMMON STOCK 126408103 10307 335 SH SOLE 335 0 0 CUMMINS INC COMMON STOCK 231021106 8910 39 SH SOLE 39 0 0 DANAHER CORP COMMON STOCK 235851102 45451 183 SH SOLE 183 0 0 DELTA AIR LINES INC DEL COMMON STOCK 247361702 9271 251 SH SOLE 251 0 0 DROPBOX INC CLASS A COMMON STOCK 26210C104 164769 6051 SH SOLE 6051 0 0 EBAY INC COMMON STOCK 278642103 19064 432 SH SOLE 432 0 0 EDISON INTERNTNL COMMON STOCK 281020107 10450 165 SH SOLE 165 0 0 EMBECTA CORP COMMON STOCK 29082K105 60 4 SH SOLE 4 0 0 ESS TECH INC COMMON STOCK 26916J106 150 80 SH SOLE 80 0 0 EVERGY INC COMMON STOCK 30034W106 26841 529 SH SOLE 529 0 0 FIRST GREENWICH FINL INC COMMON STOCK 320425200 9990 600 SH SOLE 600 0 0 FIRST SOLAR INC COMMON STOCK 336433107 46215 286 SH SOLE 286 0 0 FORD MOTOR CO COMMON STOCK 345370860 6065329 488352 SH SOLE 488352 0 0 FORTINET INC COMMON STOCK 34959E109 93888 1600 SH SOLE 1600 0 0 GE HEALTHCARE TECHNOLOGI COMMON STOCK 36266G107 15866 233 SH SOLE 233 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604301 83376 754 SH SOLE 754 0 0 GENERAL MILLS INC COMMON STOCK 370334104 2287 36 SH SOLE 36 0 0 GENERAL MOTORS CO COMMON STOCK 37045V100 9728 295 SH SOLE 295 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 95021 1268 SH SOLE 1268 0 0 GLOBALSTAR INC COMMON STOCK 378973408 71 54 SH SOLE 54 0 0 HASBRO INC COMMON STOCK 418056107 29936 453 SH SOLE 453 0 0 HERSHEY CO COMMON STOCK 427866108 30575 153 SH SOLE 153 0 0 HOME DEPOT INC COMMON STOCK 437076102 103673 343 SH SOLE 343 0 0 IBM CORP COMMON STOCK 459200101 70054 499 SH SOLE 499 0 0 INTEL CORP COMMON STOCK 458140100 4097766 115268 SH SOLE 115268 0 0 INTUITIVE SURGICAL COMMON STOCK 46120E602 37998 130 SH SOLE 130 0 0 J M SMUCKER CO COMMON STOCK 832696405 3422 28 SH SOLE 28 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 6161487 39560 SH SOLE 39560 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 108489 748 SH SOLE 748 0 0 JUNIPER II CORP COMMON STOCK 48203N103 64 6 SH SOLE 6 0 0 KENVUE INC COMMON STOCK 49177J102 346751 17268 SH SOLE 17268 0 0 KINDER MORGAN INC COMMON STOCK 49456B101 11930 720 SH SOLE 720 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1525 101 SH SOLE 101 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 48800 8000 SH SOLE 8000 0 0 LEVI STRAUSS & CO NEW CLASS A COMMON STOCK 52736R102 16039 1181 SH SOLE 1181 0 0 LILLY ELI & CO COMMON STOCK 532457108 183520 342 SH SOLE 342 0 0 LUMEN TECHNOLOGIES INC COMMON STOCK 550241103 1018 717 SH SOLE 717 0 0 LYFT INC CLASS A COMMON STOCK 55087P104 5797 550 SH SOLE 550 0 0 MASTERCARD INC CLASS A COMMON STOCK 57636Q104 8045 20 SH SOLE 20 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 32761 318 SH SOLE 318 0 0 META PLATFORMS INC CLASS A COMMON STOCK 30303M102 202342 674 SH SOLE 674 0 0 MICROCHIP TECHNOLOGY COMMON STOCK 595017104 69170 886 SH SOLE 886 0 0 MICROSOFT CORP COMMON STOCK 594918104 4689856 14853 SH SOLE 14853 0 0 MONGODB INC CLASS A COMMON STOCK 60937P106 41503 120 SH SOLE 120 0 0 NETFLIX INC COMMON STOCK 64110L106 50976 135 SH SOLE 135 0 0 NIKE INC CLASS B COMMON STOCK 654106103 114732 1200 SH SOLE 1200 0 0 NISOURCE INC 00500 COMMON STOCK 65473P105 9576 388 SH SOLE 388 0 0 NV5 GLOBAL INC COMMON STOCK 62945V109 168403 1750 SH SOLE 1750 0 0 NVIDIA CORP COMMON STOCK 67066G104 10464445 24057 SH SOLE 24057 0 0 OMNICELL INC COMMON STOCK 68213N109 15764 350 SH SOLE 350 0 0 PAYPAL HOLDINGS INCORPOR COMMON STOCK 70450Y103 1417538 24248 SH SOLE 24248 0 0 PEOPLES BANCORP INC COMMON STOCK 709789101 16664 657 SH SOLE 657 0 0 PEPSICO INC COMMON STOCK 713448108 47587 281 SH SOLE 281 0 0 PFIZER INC COMMON STOCK 717081103 224217 6760 SH SOLE 6760 0 0 PITNEY BOWES INC COMMON STOCK 724479100 1166 386 SH SOLE 386 0 0 PROCTER & GAMBLE COMMON STOCK 742718109 5325656 36512 SH SOLE 36512 0 0 QORVO INC COMMON STOCK 74736K101 6206 65 SH SOLE 65 0 0 QUALCOMM INC COMMON STOCK 747525103 11213 101 SH SOLE 101 0 0 QUINCE THERAPEUTICS INC COMMON STOCK 22053A107 112 100 SH SOLE 100 0 0 ROBLOX CORP CLASS A COMMON STOCK 771049103 1448 50 SH SOLE 50 0 0 SCIENCE APPLICATIONS COMMON STOCK 808625107 317 3 SH SOLE 3 0 0 SEAGEN INC COMMON STOCK 81181C104 16972 80 SH SOLE 80 0 0 SOUTHERN CO COMMON STOCK 842587107 1335 21 SH SOLE 21 0 0 SOUTHWEST AIRLINES COMMON STOCK 844741108 3659 135 SH SOLE 135 0 0 SS&C TECHNOLOGS HLDG COMMON STOCK 78467J100 34849 663 SH SOLE 663 0 0 STARBUCKS CORP COMMON STOCK 855244109 2988444 32743 SH SOLE 32743 0 0 TAKE TWO INTERACTV COMMON STOCK 874054109 31307 223 SH SOLE 223 0 0 TARGET CORP COMMON STOCK 87612E106 25403 230 SH SOLE 230 0 0 TESLA INC COMMON STOCK 88160R101 4100605 16388 SH SOLE 16388 0 0 TEXAS INSTRUMENTS COMMON STOCK 882508104 60036 378 SH SOLE 378 0 0 THE COCA-COLA CO COMMON STOCK 191216100 46643 833 SH SOLE 833 0 0 THERMO FISHER SCNTFC COMMON STOCK 883556102 96237 190 SH SOLE 190 0 0 T-MOBILE US INC COMMON STOCK 872590104 980 7 SH SOLE 7 0 0 U S BANCORP COMMON STOCK 902973304 24728 748 SH SOLE 748 0 0 UNION PACIFIC CORP COMMON STOCK 907818108 21619 106 SH SOLE 106 0 0 UNITEDHEALTH GRP INC COMMON STOCK 91324P102 253014 502 SH SOLE 502 0 0 VEEVA SYSTEMS INC CLASS A COMMON STOCK 922475108 20345 100 SH SOLE 100 0 0 VERIZON COMMUNICATN COMMON STOCK 92343V104 1853803 57199 SH SOLE 57199 0 0 VERTEX PHARMACEUTICA COMMON STOCK 92532F100 52161 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 157584 685 SH SOLE 685 0 0 WABTEC COMMON STOCK 929740108 956 9 SH SOLE 9 0 0 WALGREENS BOOTS ALLI COMMON STOCK 931427108 7377 332 SH SOLE 332 0 0 WALMART INC COMMON STOCK 931142103 30699 192 SH SOLE 192 0 0 WALT DISNEY CO COMMON STOCK 254687106 3553217 43840 SH SOLE 43840 0 0 WARNER BROTHERS DISCOVER COMMON STOCK 934423104 7417 683 SH SOLE 683 0 0 YUM BRANDS INC COMMON STOCK 988498101 9290 74 SH SOLE 74 0 0 ZOOM VIDEO COMMUNICATIONCLASS A COMMON STOCK 98980L101 350 5 SH SOLE 5 0 0 BANK MONTREAL QUE F FOREIGN CANADIAN 063671101 17971 213 SH SOLE 213 0 0 ENBRIDGE INC F FOREIGN CANADIAN 29250N105 1845 55 SH SOLE 55 0 0 SHOPIFY INC FCLASS A FOREIGN CANADIAN 82509L107 2135488 39133 SH SOLE 39133 0 0 ARCH CAP GROUP LTD F FOREIGN ORDINARIES G0450A105 141884 1780 SH SOLE 1780 0 0 BROOKFIELD INFRASTRUC LP LIMITED PARTNERSHP G16252101 9085 309 SH SOLE 309 0 0 DIGITALBRIDG 7.125 PFD SER J PREFERRED STOCK 25401T306 756 35 SH SOLE 35 0 0 AMERICAN HEALTH CARE REIT INC CLASS I REAL ESTATE INVESTME 398182204 29095 927 SH SOLE 927 0 0 AMERN TOWER CORP REIT REAL ESTATE INVESTME 03027X100 9209 56 SH SOLE 56 0 0 EQUITY RESIDENTIAL REIT REAL ESTATE INVESTME 29476L107 29879 509 SH SOLE 509 0 0 IRON MTN INC NEW REIT REAL ESTATE INVESTME 46284V101 33749 568 SH SOLE 568 0 0 KBS GROWTH & INCOME REIT INC CLASS A REAL ESTATE INVESTME 48244M106 5310 4578 SH SOLE 4578 0 0 MEDICAL PROPERTIES REIT REAL ESTATE INVESTME 58463J304 2969 545 SH SOLE 545 0 0 PROLOGIS INC. REIT REAL ESTATE INVESTME 74340W103 9926 88 SH SOLE 88 0 0 PUBLIC STORAGE REIT REAL ESTATE INVESTME 74460D109 8593 33 SH SOLE 33 0 0 SILA REALTY TRUST INC CLASS A REAL ESTATE INVESTME 146280102 18699 2300 SH SOLE 2300 0 0 STAG INDUSTRIAL INC REIT REAL ESTATE INVESTME 85254J102 7176 208 SH SOLE 208 0 0 W.P. CAREY INC. REIT REAL ESTATE INVESTME 92936U109 2905 54 SH SOLE 54 0 0 ADASINA SOCIAL JUSTC ALLCP GLB ETF UIT EXCHANGE TRADED 886364876 23207 1509 SH SOLE 1509 0 0 INVESCO BIOTECHNOLOGY GENOME ETF UIT EXCHANGE TRADED 46137V787 11390 200 SH SOLE 200 0 0 INVSC HIGH YIELD DIVIDEND ETF UIT EXCHANGE TRADED 46137V563 4606 240 SH SOLE 240 0 0 INVSC KBW PRM YLD EQ REIT ETF UIT EXCHANGE TRADED 46138E594 1117 64 SH SOLE 64 0 0 ISHARES BRD USD INV GRD CORP BD ETF UIT EXCHANGE TRADED 464288620 414911 8631 SH SOLE 8631 0 0 ISHARES CORE DIVIDEND GROWTH ETF UIT EXCHANGE TRADED 46434V621 5448 110 SH SOLE 110 0 0 ISHARES S&P MID CAP 400 GRWTH ETF UIT EXCHANGE TRADED 464287606 19505 270 SH SOLE 270 0 0 J P MORGAN NASDAQ EQT PRM INC ETF IV UIT EXCHANGE TRADED 46654Q203 4693 100 SH SOLE 100 0 0 MOTLEY FOOL GLOBAL OPPORTUNITIES ETF UIT EXCHANGE TRADED 74933W635 36879 1410 SH SOLE 1410 0 0 SCHWAB US DIVIDEND EQUITY ETF UIT EXCHANGE TRADED 808524797 4599 65 SH SOLE 65 0 0 SCHWAB US LARGE CAP GROWTH ETF UIT EXCHANGE TRADED 808524300 1454 20 SH SOLE 20 0 0 SCHWAB US LARGE CAP VALUE ETF UIT EXCHANGE TRADED 808524409 3223 50 SH SOLE 50 0 0 SELECT SECTOR HEALTH CARE SPDR ETF UIT EXCHANGE TRADED 81369Y209 32430 252 SH SOLE 252 0 0 SPDR DOUBLELINE TTL RTRNTTCL ETF UIT EXCHANGE TRADED 78467V848 27055 700 SH SOLE 700 0 0 SPDR GOLD SHARES ETF UIT EXCHANGE TRADED 78463V107 25203 147 SH SOLE 147 0 0 SPDR S&P 500 HIGH DIVIDEND ETF UIT EXCHANGE TRADED 78468R788 1403 40 SH SOLE 40 0 0 TECHNOLOGY SELECT SECTORSPDR ETF UIT EXCHANGE TRADED 81369Y803 32962 201 SH SOLE 201 0 0 VANECK J P MORGAN EM LCLCRY BND ETF UIT EXCHANGE TRADED 92189H300 2029 85 SH SOLE 85 0 0 VANGUARD DIVIDEND APPRECIATION ETF UIT EXCHANGE TRADED 921908844 1088 7 SH SOLE 7 0 0 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 19605 500 SH SOLE 500 0 0 VANGUARD HIGH DIVIDEND YIELD ETF UIT EXCHANGE TRADED 921946406 31365 304 SH SOLE 304 0 0 VANGUARD INFORMATION TECHNOLOGY ETF UIT EXCHANGE TRADED 92204A702 5809 14 SH SOLE 14 0 0 VANGUARD MEGA CAP VALUE ETF UIT EXCHANGE TRADED 921910840 30506 301 SH SOLE 301 0 0 VANGUARD MID CAP GROWTH ETF UIT EXCHANGE TRADED 922908538 1363 7 SH SOLE 7 0 0 VANGUARD TOTAL BOND MARKET ETF UIT EXCHANGE TRADED 921937835 443980 6363 SH SOLE 6363 0 0