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Eric C. Jansen

Finivi Inc.

Assets Managed
$194.94M
Holdings
111
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
6.46%(2Q avg: 6.19%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Finivi Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Finivi Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 194.94M in assets, with a quarterly growth rate of 6.46% and a 2-quarter average growth rate of 6.19%. The portfolio is managed by Eric C. Jansen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Decreased -1.11%
5.3%
$10.322M
261,512 shares@ $39.48 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -0.01%
5.23%
$10.18M
123,173 shares@ $82.65 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -12.44%
5.21%
$10.139M
13,769 shares@ $736.4 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -11.09%
3.55%
$6.913M
19,565 shares@ $353.34 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -12.65%
3.46%
$6.741M
17,845 shares@ $377.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.23%
3.3%
$6.43M
22,222 shares@ $289.36 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.97%
3.23%
$6.287M
26,377 shares@ $238.34 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -3.33%
3.23%
$6.285M
5,240 shares@ $1199.47 avg price
WMT
Walmart Inc
Recent Activity
Decreased -5.95%
2.85%
$5.544M
48,945 shares@ $113.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.19%
2.84%
$5.522M
27,599 shares@ $200.09 avg price

1-10 of 111