Finivi Inc.

Q2 2025 13F-HR Holdings

Location
Westborough, MA
Holdings as of
6/30/2025
Date filed
12/19/2025
Form type
13F-HR
Num holdings
99
Total value ($000)
$147,563
Net value change ($000)
+23,303 (18.8%)
New positions
17
Sold out positions
4
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/19/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 2,653 66.8%
TEM 2,456 NEW
MSFT 1,713 35.4%
NVDA 1,497 50.2%
QQQ 1,493 21.0%
HOOD 1,333 130.2%
MP 1,317 NEW
META 1,219 29.7%
B 1,183 NEW
NU 1,029 38.5%
Top Reduces (Value $000, Stocks/ETFs)
IWM -2,406 -90.6%
UNH -962 -40.6%
KIM -659 -100.0%
PEP -593 -100.0%
XLI -378 -12.6%
AAPL -324 -6.6%
BRK-B -282 -6.5%
ES -276 -18.0%
XOM -206 -6.5%
XLY -206 -100.0%
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