Finivi Inc.

Q1 2025 13F-HR Holdings

Location
Westborough, MA
Holdings as of
3/31/2025
Date filed
12/19/2025
Form type
13F-HR
Num holdings
86
Total value ($000)
$124,260
Net value change ($000)
-874 (-0.7%)
New positions
2
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/19/2025 Next filing: 12/19/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
T 807 34.9%
BRK-B 760 21.3%
ORLY 721 27.0%
XOM 359 12.7%
LLY 283 7.9%
KR 254 10.6%
MCD 251 9.1%
MLI 222 26.6%
PM 219 32.2%
PLTR 204 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVGO -1,437 -26.6%
GOOGL -716 -15.2%
AMZN -604 -11.0%
MSTR -536 -55.5%
EPI -516 -100.0%
AAPL -486 -8.9%
VRT -478 -33.7%
NVDA -474 -13.7%
QQQ -406 -5.4%
MSFT -391 -7.5%
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