Financially Speaking Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Financially Speaking Inc

CIK Number: 0002040901

151.98M
Market Value
62
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 RNMBY Rheinmetall AG
414.68
-1.15% 29.13K -19.67% 8.34M 126.55 6.15% Share
2 BRK-B Berkshire Hatha...
492.72
-0.21% 9.99K -2.28% 5.32M 453.28 3.92% Share
3 BAESY BAE Systems plc
97.35
-0.44% 58.86K +100.00% 4.84M 82.23 3.57% Share
4 FLDR Fidelity Low Du...
50.25
-0.04% 46.63K -13.99% 2.34M 49.93 1.72% Share
5 PLTR Palantir Techno...
162.32
+3.98% 7.58K -40.53% 639.75K 75.63 0.47% Share
6 XEL Xcel Energy Inc...
72.02
+0.38% 3.41K -10.22% 241.39K 67.52 0.18% Share
7 MDT Medtronic plc
94.08
+1.17% 2.47K 0.00% 221.77K 79.88 0.16% Share
8 NOC Northrop Grumma...
571.67
-1.76% 381 +359.04% 195.08K 502.7 0.14% Share
9 LMT Lockheed Martin...
456.96
-0.47% 419 +100.00% 187.17K 446.71 0.14% Share
10 OXY Occidental Petr...
45.13
-0.55% 1.94K +0.41% 95.86K 49.41 0.07% Share
11 USB U.S. Bancorp
49.36
+1.46% 2.21K 0.00% 93.22K 47.83 0.07% Share
12 NVDA NVIDIA Corporat...
170.76
+1.46% 742 -80.37% 80.42K 134.29 0.06% Share
13 TT Trane Technolog...
409.36
-1.34% 200 0.00% 67.38K 369.35 0.05% Share
14 JEPQ JPMorgan Nasdaq...
56.17
+0.27% 1.13K -99.72% 58.36K 56.38 0.04% Share
15 EWG iShares MSCI Ge...
41.48
-0.49% 1.51K +100.00% 55.99K 37.08 0.04% Share
16 JPIN JPMorgan Divers...
67.08
-0.16% 769 +100.00% 43.94K 57.14 0.03% Share
17 EWI iShares MSCI It...
50.87
+0.45% 967 +100.00% 40.92K 42.32 0.03% Share
18 LCTU BlackRock U.S. ...
70.88
+0.14% 672 -99.73% 40.73K 64.05 0.03% Share
19 IEV iShares Europe ...
64.52
-0.18% 689 +100.00% 40.1K 58.2 0.03% Share
20 EWO iShares MSCI Au...
31.02
+0.52% 1.58K +100.00% 39.81K 25.12 0.03% Share
21 DIS The Walt Disney...
117.38
-1.23% 358 -40.83% 35.34K 111.35 0.03% Share
22 SIEGY Siemens AG
134.50
-1.04% 217 +100.00% 25.04K 115.62 0.02% Share
23 COST Costco Wholesal...
979.25
+0.76% 26 -87.13% 24.59K 916.23 0.02% Share
24 MCD McDonald's Corp...
312.44
-0.12% 78 -73.29% 24.36K 289.88 0.02% Share
25 RIVN Rivian Automoti...
13.93
-0.43% 1.84K 0.00% 22.87K 13.3 0.02% Share
26 NDSN Nordson Corpora...
222.11
-1.78% 100 0.00% 20.17K 209.24 0.01% Share
27 EWJ iShares MSCI Ja...
80.06
-1.11% 293 +100.00% 20.09K 68.56 0.01% Share
28 IOT Samsara Inc.
38.60
-7.04% 500 0.00% 19.16K 43.69 0.01% Share
29 GBTC Grayscale Bitco...
87.39
-0.74% 275 0.00% 17.92K 74.02 0.01% Share
30 MRK Merck & Co., In...
84.61
+0.62% 176 0.00% 15.8K 99.48 0.01% Share
31 PHM PulteGroup, Inc...
136.71
-3.33% 122 0.00% 12.54K 108.89 < 0.01% Share
32 XOM Exxon Mobil Cor...
110.67
+0.75% 100 -95.13% 11.89K 107.56 < 0.01% Share
33 SQQQ ProShares Ultra...
17.06
-0.81% 300 +100.00% 11.5K 38.34 < 0.01% Share
34 SPXS Direxion Daily ...
4.13
-0.48% 1.55K +100.00% 11.04K 7.12 < 0.01% Share
35 ALLE Allegion plc
169.99
-1.8% 66 0.00% 8.61K 130.67 < 0.01% Share
36 ALV Autoliv, Inc.
125.81
-0.82% 97 -48.68% 8.58K 93.78 < 0.01% Share
37 SCHG Schwab U.S. Lar...
31.10
+0.35% 274 -99.96% 6.86K 27.87 < 0.01% Share
38 COIN Coinbase Global...
318.78
+5.49% 35 0.00% 6.03K 248.29 < 0.01% Share
39 AMZN Amazon.com, Inc...
238.24
+1.02% 27 -97.73% 5.14K 219.37 < 0.01% Share
40 XLK Technology Sele...
265.33
+0.19% 24 -99.95% 4.96K 232.5 < 0.01% Share
41 BWA BorgWarner Inc.
43.70
-1.65% 164 0.00% 4.7K 31.79 < 0.01% Share
42 IVW iShares S&P 500...
117.14
+0.45% 34 -99.94% 3.16K 101.53 < 0.01% Share
43 XLC Communication S...
115.47
+0.57% 28 -99.95% 2.7K 96.79 < 0.01% Share
44 GE GE Aerospace
276.25
+0.07% 13 0.00% 2.6K 166.77 < 0.01% Share
45 XLY Consumer Discre...
235.66
-0.15% 12 -99.94% 2.37K 224.33 < 0.01% Share
46 DHX DHI Group, Inc.
2.84
-4.7% 1.45K -79.01% 2.02K 1.77 < 0.01% Share
47 BTC Grayscale Bitco...
49.31
-0.68% 55 0.00% 2.01K 41.85 < 0.01% Share
48 KMI Kinder Morgan, ...
26.64
+0.60% 69 0.00% 1.97K 27.39 < 0.01% Share
49 CCL Carnival Corpor...
31.57
+0.02% 100 0.00% 1.95K 24.92 < 0.01% Share
50 NCLH Norwegian Cruis...
25.37
+3.42% 100 0.00% 1.9K 25.73 < 0.01% Share
51 GOLD Barrick Gold Co...
21.16
+1.37% 82 0.00% 1.59K 15.5 < 0.01% Share
52 GM General Motors ...
58.02
-0.31% 31 0.00% 1.46K 53.26 < 0.01% Share
53 F Ford Motor Comp...
11.49
-1.67% 140 -80.28% 1.4K 9.89 < 0.01% Share
54 PHIN PHINIA Inc.
57.88
-1.61% 32 0.00% 1.36K 48.16 < 0.01% Share
55 LUV Southwest Airli...
30.99
-2.27% 38 0.00% 1.28K 33.61 < 0.01% Share
56 GEV GE Vernova Inc.
605.79
+0.93% 3 0.00% 916 328.67 < 0.01% Share
57 PYPL PayPal Holdings...
67.68
-1.05% 10 0.00% 653 85.3 < 0.01% Share
58 DVN Devon Energy Co...
34.31
-0.57% 16 -99.29% 598 32.69 < 0.01% Share
59 WBA Walgreens Boots...
11.98
+0.50% 50 0.00% 559 9.32 < 0.01% Share
60 GEHC GE HealthCare T...
78.71
+0.70% 4 0.00% 323 78 < 0.01% Share
61 COTY Coty Inc.
4.25
-1.74% 30 0.00% 164 6.93 < 0.01% Share
62 MBOT Microbot Medica...
3.85
-14.44% 1 0.00% 2 1 < 0.01% Share