Finivi Inc.

Q2 2025 13F Holdings

Location
Westborough, MA
Holdings as of
6/30/2025
Value ($000)
$147,563
Num holdings
99
Date filed
12/19/2025
Form type
13F-HR
Prev filing
12/19/2025
Next filing
12/19/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type