Finivi Inc.

Q4 2024 13F-HR Holdings

Location
Westborough, MA
Holdings as of
12/31/2024
Date filed
12/19/2025
Form type
13F-HR
Num holdings
89
Total value ($000)
$125,134
Net value change ($000)
+1,767 (1.4%)
New positions
11
Sold out positions
7
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/19/2025 Next filing: 12/19/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 1,188 28.1%
HOOD 857 NEW
MLI 836 NEW
XYZ 791 NEW
T 781 50.9%
ES 777 120.7%
PANW 650 NEW
MSTR 635 191.8%
ROK 631 NEW
AMZN 624 12.8%
Top Reduces (Value $000, Stocks/ETFs)
XLB -1,862 -100.0%
TECK -1,733 -100.0%
EPI -1,558 -75.1%
NU -964 -27.0%
DELL -764 -78.8%
IBB -731 -100.0%
LLY -558 -13.6%
NEE -524 -19.0%
WMT -449 -9.0%
UNH -418 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type