13F Filings History of Finivi Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$172,882,613
Signature - Title
Eric C. Jansen - Founder, President & Chief Investment Officer
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by Finivi Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Finivi Inc. reported 103 stock holdings with total value $172,882,613 as of Q4 2025. Top holdings included TOTL, QQQ, VCIT, AVGO, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 103 $172,882,613 +$24,204,422 -$7,613,895 +$16,590,527 TOTL, QQQ, VCIT, AVGO, GOOG 13F-HR 27 Jan 2026, 15:57
Q3 2025 97 $156,987,700 +$2,054,885 -$7,842,795 -$5,787,910 QQQ, AVGO, MSFT, AMZN, AAPL 13F-HR 19 Dec 2025, 10:24
Q2 2025 99 $147,562,603 +$16,095,761 -$5,906,077 +$10,189,684 QQQ, AVGO, MSFT, AMZN, META 13F-HR 19 Dec 2025, 10:23
Q1 2025 86 $124,259,539 +$4,749,748 -$2,212,902 +$2,536,846 QQQ, AAPL, AMZN, MSFT, WMT 13F-HR 19 Dec 2025, 10:22
Q4 2024 89 $125,134,004 +$10,894,002 -$11,773,193 -$879,191 QQQ, AMZN, AAPL, AVGO, MSFT 13F-HR 19 Dec 2025, 10:21
Q3 2024 85 $123,367,254 +$11,353,348 -$11,924,517 -$571,169 QQQ, MSFT, WMT, AAPL, AMZN 13F-HR 19 Dec 2025, 10:20
Q2 2024 90 $120,707,635 +$17,069,217 -$7,186,827 +$9,882,390 QQQ, MSFT, AMZN, GOOG, LLY 13F-HR 19 Dec 2025, 10:19
Q1 2024 84 $110,456,118 +$10,716,893 -$11,643,045 -$926,152 QQQ, MSFT, AMZN, GOOG, LLY 13F-HR 19 Dec 2025, 10:07
Q4 2023 90 $102,429,249 $0 $0 $0 QQQ, MSFT, AAPL, GOOG, AMZN 13F-HR 19 Dec 2025, 10:15
Q4 2021 75 $94,535,685 $0 $0 $0 QQQ, AAPL, IHI, GOOG, JNJ 13F-HR 19 Dec 2025, 10:12