Long-term investor
Finivi Inc. @finiviinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002101641).
Record
- Tracked since 2025-12-31 (257 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.2%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TOTL · 5.3% · long · since 2025-12-31
- VCIT · 5.2% · long · since 2025-12-31
- 46090E103 · 5.2% · long · since 2025-12-31
- GOOG · 3.5% · long · since 2025-12-31
- AVGO · 3.5% · long · since 2025-12-31
- AAPL · 3.3% · long · since 2025-12-31
- AMZN · 3.2% · long · since 2025-12-31
- LLY · 3.2% · long · since 2025-12-31
- WMT · 2.8% · long · since 2025-12-31
- NVDA · 2.8% · long · since 2025-12-31
- MSFT · 2.6% · long · since 2025-12-31
- BRK-B · 2.2% · long · since 2025-12-31