FI
Finivi Inc.
Institutional13F-HRQ2 2024 · Latest
Locationwestborough, MA
CIK0002101641
Date FiledDec 19, 2025
SEC FilingsView on SEC.gov ↗
Portfolio Value
$120.7M
Total reported value
Num Holdings
90
Across all sectors
Top Holding
—
Other Managers
0
Sub-advisors listed
Report Period
Q2 2024
Jun 30, 2024
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All Holdings 0
IssuerClassCUSIPValueAllocationSharesOption
∅
No holdings found
Sector Allocation
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Finivi Inc. — Q2 2024 13F Holdings | SensaMarket