Chief Executive Officer

0001095449-24-000018.txt : 20240213 0001095449-24-000018.hdr.sgml : 20240213 20240212200309 ACCESSION NUMBER: 0001095449-24-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Avengers, Inc. CENTRAL INDEX KEY: 0001844393 ORGANIZATION NAME: 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: 24622165 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 12-31-2023 12-31-2023 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 02-12-2024 0 358 166287561 false INFORMATION TABLE 2 table.2024-12.xml 13F INFORMATION TABLE FOR DECEMBER 31, 2023 AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS AMERICAN DEPOSITORY 009279100 3857 100 SH SOLE 100 0 0 HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS AMERICAN DEPOSITORY 404280406 4054 100 SH SOLE 100 0 0 NOVOZYMES AS FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 670108109 549 10 SH SOLE 10 0 0 PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS AMERICAN DEPOSITORY 73942H100 545 47 SH SOLE 47 0 0 TAKEDA PHARMA CO FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS AMERICAN DEPOSITORY 874060205 40755 2856 SH SOLE 2856 0 0 TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 89677Q107 7202 200 SH SOLE 200 0 0 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 904767704 28171 581 SH SOLE 581 0 0 A T & T INC COMMON STOCK 00206R102 96774 5767 SH SOLE 5767 0 0 ABBOTT LABORATORIES COMMON STOCK 002824100 102861 935 SH SOLE 935 0 0 ABBVIE INC COMMON STOCK 00287Y109 7169 46 SH SOLE 46 0 0 ADOBE INC COMMON STOCK 00724F101 2767627 4639 SH SOLE 4639 0 0 ADVANCED MICRO DEVICE IN COMMON STOCK 007903107 721867 4897 SH SOLE 4897 0 0 AIRBNB INC CLASS A COMMON STOCK 009066101 20421 150 SH SOLE 150 0 0 ALPHABET INC. CLASS A COMMON STOCK 02079K305 1157807 8288 SH SOLE 8288 0 0 ALPHABET INC. CLASS C COMMON STOCK 02079K107 13136306 93212 SH SOLE 93212 0 0 AMAZON.COM INC COMMON STOCK 023135106 19883780 130866 SH SOLE 130866 0 0 AMC ENTERTAINMENT CLASS A COMMON STOCK 00165C302 24 4 SH SOLE 4 0 0 AMER ELECTRIC PWR CO COMMON STOCK 025537101 90332 1112 SH SOLE 1112 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 8288388 44242 SH SOLE 44242 0 0 AMERICAN INTL GROUP COMMON STOCK 026874784 3177 47 SH SOLE 47 0 0 AMGEN INC. COMMON STOCK 031162100 3016 10 SH SOLE 10 0 0 AMPHENOL CORP CLASS A COMMON STOCK 032095101 5048 51 SH SOLE 51 0 0 APPLE INC COMMON STOCK 037833100 23202988 120516 SH SOLE 120516 0 0 APPLIED MATERIALS COMMON STOCK 038222105 25774 159 SH SOLE 159 0 0 ATLASSIAN CORP CLASS A COMMON STOCK 049468101 2379 10 SH SOLE 10 0 0 AUTO DATA PROCESSING COMMON STOCK 053015103 217073 932 SH SOLE 932 0 0 AUTODESK INC COMMON STOCK 052769106 53566 220 SH SOLE 220 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 7394517 219671 SH SOLE 219671 0 0 BATH & BODY WKS INC COMMON STOCK 070830104 6206 144 SH SOLE 144 0 0 BECTON DICKINSON&CO COMMON STOCK 075887109 5113 21 SH SOLE 21 0 0 BERKSHIRE HATHAWAY CLASS A COMMON STOCK 084990175 542625 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 14157975 39696 SH SOLE 39696 0 0 BEYOND MEAT INC COMMON STOCK 08862E109 3026 340 SH SOLE 340 0 0 BOX INC CLASS A COMMON STOCK 10316T104 3842 150 SH SOLE 150 0 0 BRISTOL-MYERS SQUIBB COMMON STOCK 110122108 6402 125 SH SOLE 125 0 0 BROADCOM INC COMMON STOCK 11135F101 22300 20 SH SOLE 20 0 0 CARLISLE CO COMMON STOCK 142339100 3521 11 SH SOLE 11 0 0 CARTERS INC COMMON STOCK 146229109 9136 122 SH SOLE 122 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 11755024 170858 SH SOLE 170858 0 0 CHEVRON CORP COMMON STOCK 166764100 9714 65 SH SOLE 65 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 128346 2541 SH SOLE 2541 0 0 CLOROX CO COMMON STOCK 189054109 48126 338 SH SOLE 338 0 0 COMCAST CORP CLASS A COMMON STOCK 20030N101 13755 314 SH SOLE 314 0 0 CONSOLIDATED EDISON COMMON STOCK 209115104 41813 460 SH SOLE 460 0 0 CORNING INC COMMON STOCK 219350105 23175 761 SH SOLE 761 0 0 COSTCO WHOLESALE CO COMMON STOCK 22160K105 171791 260 SH SOLE 260 0 0 COTY INC CLASS A COMMON STOCK 222070203 15307 1232 SH SOLE 1232 0 0 CSX CORP COMMON STOCK 126408103 11658 336 SH SOLE 336 0 0 CUMMINS INC COMMON STOCK 231021106 9411 39 SH SOLE 39 0 0 DANAHER CORP COMMON STOCK 235851102 42443 183 SH SOLE 183 0 0 DELTA AIR LINES INC DEL COMMON STOCK 247361702 10110 251 SH SOLE 251 0 0 DROPBOX INC CLASS A COMMON STOCK 26210C104 141533 4801 SH SOLE 4801 0 0 EBAY INC COMMON STOCK 278642103 18972 435 SH SOLE 435 0 0 EDISON INTERNTNL COMMON STOCK 281020107 11940 167 SH SOLE 167 0 0 EMBECTA CORP COMMON STOCK 29082K105 76 4 SH SOLE 4 0 0 ESS TECH INC COMMON STOCK 26916J106 91 80 SH SOLE 80 0 0 EVERGY INC COMMON STOCK 30034W106 27980 536 SH SOLE 536 0 0 FIRST GREENWICH FINL INC COMMON STOCK 320425200 9900 600 SH SOLE 600 0 0 FIRST SOLAR INC COMMON STOCK 336433107 49272 286 SH SOLE 286 0 0 FORD MOTOR CO COMMON STOCK 345370860 6012896 493265 SH SOLE 493265 0 0 FORTINET INC COMMON STOCK 34959E109 93648 1600 SH SOLE 1600 0 0 GE HEALTHCARE TECHNOLOGI COMMON STOCK 36266G107 18037 233 SH SOLE 233 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604301 96328 755 SH SOLE 755 0 0 GENERAL MILLS INC COMMON STOCK 370334104 2349 36 SH SOLE 36 0 0 GENERAL MOTORS CO COMMON STOCK 37045V100 10625 296 SH SOLE 296 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 103666 1280 SH SOLE 1280 0 0 GLOBALSTAR INC COMMON STOCK 378973408 105 54 SH SOLE 54 0 0 HASBRO INC COMMON STOCK 418056107 23467 460 SH SOLE 460 0 0 HERSHEY CO COMMON STOCK 427866108 28676 154 SH SOLE 154 0 0 HOME DEPOT INC COMMON STOCK 437076102 119610 345 SH SOLE 345 0 0 IBM CORP COMMON STOCK 459200101 82481 504 SH SOLE 504 0 0 INTEL CORP COMMON STOCK 458140100 5789488 115214 SH SOLE 115214 0 0 INTUITIVE SURGICAL COMMON STOCK 46120E602 43857 130 SH SOLE 130 0 0 J M SMUCKER CO COMMON STOCK 832696405 3552 28 SH SOLE 28 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 6249665 39873 SH SOLE 39873 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 128026 753 SH SOLE 753 0 0 KENVUE INC COMMON STOCK 49177J102 437831 20336 SH SOLE 20336 0 0 KINDER MORGAN INC COMMON STOCK 49456B101 12907 732 SH SOLE 732 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 2099 101 SH SOLE 101 0 0 LENDINGCLUB CORP COMMON STOCK 52603A208 69920 8000 SH SOLE 8000 0 0 LEVI STRAUSS & CO NEW CLASS A COMMON STOCK 52736R102 19700 1191 SH SOLE 1191 0 0 LILLY ELI & CO COMMON STOCK 532457108 199549 342 SH SOLE 342 0 0 LUMEN TECHNOLOGIES INC COMMON STOCK 550241103 1312 717 SH SOLE 717 0 0 LYFT INC CLASS A COMMON STOCK 55087P104 8245 550 SH SOLE 550 0 0 MASTERCARD INC CLASS A COMMON STOCK 57636Q104 8679 20 SH SOLE 20 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 34937 320 SH SOLE 320 0 0 META PLATFORMS INC CLASS A COMMON STOCK 30303M102 277151 783 SH SOLE 783 0 0 MICROCHIP TECHNOLOGY COMMON STOCK 595017104 80334 891 SH SOLE 891 0 0 MICROSOFT CORP COMMON STOCK 594918104 5602012 14897 SH SOLE 14897 0 0 MONGODB INC CLASS A COMMON STOCK 60937P106 49062 120 SH SOLE 120 0 0 NET LEASE OFFICE PPTYS COMMON STOCK 64110Y108 55 3 SH SOLE 3 0 0 NETFLIX INC COMMON STOCK 64110L106 65729 135 SH SOLE 135 0 0 NIKE INC CLASS B COMMON STOCK 654106103 130734 1204 SH SOLE 1204 0 0 NISOURCE INC 00500 COMMON STOCK 65473P105 10401 392 SH SOLE 392 0 0 NV5 GLOBAL INC COMMON STOCK 62945V109 194460 1750 SH SOLE 1750 0 0 NVIDIA CORP COMMON STOCK 67066G104 11862328 23954 SH SOLE 23954 0 0 OMNICELL INC COMMON STOCK 68213N109 13171 350 SH SOLE 350 0 0 PAYPAL HOLDINGS INCORPOR COMMON STOCK 70450Y103 15353 250 SH SOLE 250 0 0 PEOPLES BANCORP INC COMMON STOCK 709789101 22457 665 SH SOLE 665 0 0 PEPSICO INC COMMON STOCK 713448108 48007 283 SH SOLE 283 0 0 PFIZER INC COMMON STOCK 717081103 197106 6846 SH SOLE 6846 0 0 PITNEY BOWES INC COMMON STOCK 724479100 1719 391 SH SOLE 391 0 0 PROCTER & GAMBLE COMMON STOCK 742718109 5381536 36724 SH SOLE 36724 0 0 QORVO INC COMMON STOCK 74736K101 7320 65 SH SOLE 65 0 0 QUALCOMM INC COMMON STOCK 747525103 11048 76 SH SOLE 76 0 0 QUINCE THERAPEUTICS INC COMMON STOCK 22053A107 105 100 SH SOLE 100 0 0 ROBLOX CORP CLASS A COMMON STOCK 771049103 2286 50 SH SOLE 50 0 0 SCIENCE APPLICATIONS COMMON STOCK 808625107 373 3 SH SOLE 3 0 0 SOUTHERN CO COMMON STOCK 842587107 1460 21 SH SOLE 21 0 0 SOUTHWEST AIRLINES COMMON STOCK 844741108 3904 135 SH SOLE 135 0 0 SS&C TECHNOLOGS HLDG COMMON STOCK 78467J100 40696 666 SH SOLE 666 0 0 STARBUCKS CORP COMMON STOCK 855244109 3171788 33036 SH SOLE 33036 0 0 TAKE TWO INTERACTV COMMON STOCK 874054109 35892 223 SH SOLE 223 0 0 TARGET CORP COMMON STOCK 87612E106 32985 232 SH SOLE 232 0 0 TESLA INC COMMON STOCK 88160R101 3163896 12733 SH SOLE 12733 0 0 TEXAS INSTRUMENTS COMMON STOCK 882508104 64905 381 SH SOLE 381 0 0 THE COCA-COLA CO COMMON STOCK 191216100 49895 847 SH SOLE 847 0 0 THERMO FISHER SCNTFC COMMON STOCK 883556102 100991 190 SH SOLE 190 0 0 T-MOBILE US INC COMMON STOCK 872590104 1127 7 SH SOLE 7 0 0 U S BANCORP COMMON STOCK 902973304 32845 759 SH SOLE 759 0 0 UNION PACIFIC CORP COMMON STOCK 907818108 26384 107 SH SOLE 107 0 0 UNITEDHEALTH GRP INC COMMON STOCK 91324P102 265111 504 SH SOLE 504 0 0 VEEVA SYSTEMS INC CLASS A COMMON STOCK 922475108 19252 100 SH SOLE 100 0 0 VERALTO CORP COMMON STOCK 92338C103 5018 61 SH SOLE 61 0 0 VERIZON COMMUNICATN COMMON STOCK 92343V104 2031688 53891 SH SOLE 53891 0 0 VERTEX PHARMACEUTICA COMMON STOCK 92532F100 61034 150 SH SOLE 150 0 0 VIATRIS INC COMMON STOCK 92556V106 195 18 SH SOLE 18 0 0 VISA INC CLASS A COMMON STOCK 92826C839 178735 687 SH SOLE 687 0 0 WABTEC COMMON STOCK 929740108 1142 9 SH SOLE 9 0 0 WALGREENS BOOTS ALLI COMMON STOCK 931427108 8841 339 SH SOLE 339 0 0 WALMART INC COMMON STOCK 931142103 30261 192 SH SOLE 192 0 0 WALT DISNEY CO COMMON STOCK 254687106 4003894 44345 SH SOLE 44345 0 0 WARNER BROTHERS DISCOVER COMMON STOCK 934423104 7773 683 SH SOLE 683 0 0 YUM BRANDS INC COMMON STOCK 988498101 9762 75 SH SOLE 75 0 0 ZOOM VIDEO COMMUNICATIONCLASS A COMMON STOCK 98980L101 360 5 SH SOLE 5 0 0 BANK MONTREAL QUE F FOREIGN CANADIAN 063671101 21074 213 SH SOLE 213 0 0 ENBRIDGE INC F FOREIGN CANADIAN 29250N105 1981 55 SH SOLE 55 0 0 SHOPIFY INC FCLASS A FOREIGN CANADIAN 82509L107 3057809 39253 SH SOLE 39253 0 0 SUNCOR ENERGY INC F FOREIGN CANADIAN 867224107 8683 271 SH SOLE 271 0 0 ARCH CAP GROUP LTD F FOREIGN ORDINARIES G0450A105 132201 1780 SH SOLE 1780 0 0 BROOKFIELD INFRASTRUC LP LIMITED PARTNERSHP G16252101 9730 309 SH SOLE 309 0 0 DIGITALBRIDG 7.125Perc PFDPFD SER J PREFERRED STOCK 25401T306 804 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 12203 57 SH SOLE 57 0 0 EQUITY RESIDENTIAL REIT REAL ESTATE INVESTME 29476L107 31472 515 SH SOLE 515 0 0 IRON MTN INC NEW REIT REAL ESTATE INVESTME 46284V101 40178 574 SH SOLE 574 0 0 KBS GROWTH & INCOME REIT INC CLASS A REAL ESTATE INVESTME 48244M106 641 4578 SH SOLE 4578 0 0 MEDICAL PROPERTIES REIT REAL ESTATE INVESTME 58463J304 2753 561 SH SOLE 561 0 0 PROLOGIS INC. REIT REAL ESTATE INVESTME 74340W103 11884 89 SH SOLE 89 0 0 PUBLIC STORAGE REIT REAL ESTATE INVESTME 74460D109 10043 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 8246 210 SH SOLE 210 0 0 W.P. CAREY INC. REIT REAL ESTATE INVESTME 92936U109 3548 55 SH SOLE 55 0 0 ADASINA SOCIAL JUSTC ALLCP GLB ETF UIT EXCHANGE TRADED 886364876 25705 1509 SH SOLE 1509 0 0 INVESCO BIOTECHNOLOGY GENOME ETF UIT EXCHANGE TRADED 46137V787 13148 200 SH SOLE 200 0 0 INVSC HIGH YIELD DIVIDEND ETF UIT EXCHANGE TRADED 46137V563 5074 240 SH SOLE 240 0 0 INVSC KBW PRM YLD EQ REIT ETF UIT EXCHANGE TRADED 46138E594 1292 64 SH SOLE 64 0 0 ISHARES BRD USD INV GRD CORP BD ETF UIT EXCHANGE TRADED 464288620 500892 9772 SH SOLE 9772 0 0 ISHARES CORE DIVIDEND GROWTH ETF UIT EXCHANGE TRADED 46434V621 5920 110 SH SOLE 110 0 0 ISHARES CORE S&P SMALL-CAP ETF UIT EXCHANGE TRADED 464287804 28145 260 SH SOLE 260 0 0 ISHARES S&P MID CAP 400 GRWTH ETF UIT EXCHANGE TRADED 464287606 26935 340 SH SOLE 340 0 0 J P MORGAN NASDAQ EQT PRM INC ETF IV UIT EXCHANGE TRADED 46654Q203 4993 100 SH SOLE 100 0 0 MOTLEY FOOL GLOBAL OPPORTUNITIES ETF UIT EXCHANGE TRADED 74933W635 41363 1487 SH SOLE 1487 0 0 SCHWAB US DIVIDEND EQUITY ETF UIT EXCHANGE TRADED 808524797 4948 65 SH SOLE 65 0 0 SCHWAB US LARGE CAP GROWTH ETF UIT EXCHANGE TRADED 808524300 1659 20 SH SOLE 20 0 0 SCHWAB US LARGE CAP VALUE ETF UIT EXCHANGE TRADED 808524409 3505 50 SH SOLE 50 0 0 SELECT SECTOR HEALTH CARE SPDR ETF UIT EXCHANGE TRADED 81369Y209 27521 202 SH SOLE 202 0 0 SPDR DOUBLELINE TTL RTRNTTCL ETF UIT EXCHANGE TRADED 78467V848 28175 700 SH SOLE 700 0 0 SPDR GOLD SHARES ETF UIT EXCHANGE TRADED 78463V107 28102 147 SH SOLE 147 0 0 SPDR S&P 500 HIGH DIVIDEND ETF UIT EXCHANGE TRADED 78468R788 1568 40 SH SOLE 40 0 0 TECHNOLOGY SELECT SECTORSPDR ETF UIT EXCHANGE TRADED 81369Y803 28949 150 SH SOLE 150 0 0 VANECK J P MORGAN EM LCLCRY BND ETF UIT EXCHANGE TRADED 92189H300 2155 85 SH SOLE 85 0 0 VANGUARD DIVIDEND APPRECIATION ETF UIT EXCHANGE TRADED 921908844 1193 7 SH SOLE 7 0 0 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 20550 500 SH SOLE 500 0 0 VANGUARD HIGH DIVIDEND YIELD ETF UIT EXCHANGE TRADED 921946406 34222 307 SH SOLE 307 0 0 VANGUARD INFORMATION TECHNOLOGY ETF UIT EXCHANGE TRADED 92204A702 6802 14 SH SOLE 14 0 0 VANGUARD MEGA CAP VALUE ETF UIT EXCHANGE TRADED 921910840 32904 301 SH SOLE 301 0 0 VANGUARD MID CAP GROWTH ETF UIT EXCHANGE TRADED 922908538 1537 7 SH SOLE 7 0 0 VANGUARD TOTAL BOND MARKET ETF UIT EXCHANGE TRADED 921937835 518414 7048 SH SOLE 7048 0 0