Finivi Inc. - Portfolio overview

Finivi Inc. has 103 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. TOTL - SSGA ACTIVE ETF TR, 5.74%
2. VCIT - VANGUARD SCOTTSDALE FDS, 5.57%
3. QQQ - INVESCO QQQ TR, 4.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.