📊 Holdings as of February 14, 2025
You're viewing a sample portfolio.Track your own →
FinoviDemo
All demosSign up free
🎩

Warren Buffett — Berkshire Hathaway

Berkshire's top equity positions from the last public 13F filing

Total Value

$294,405,990,409

Total P&L

$214,373,669,409

+267.86%

Today

$1,589,055,295

+0.54%

Holdings

10

Portfolio Performance

Simulated 1Y history for this sample

Today's biggest moves

DVA

DaVita Inc

+4.68%

MCO

Moody's Corp

+4.52%

KHC

Kraft Heinz

+2.56%

AXP

American Express

+2.25%

CVX

Chevron Corp

-1.23%

Holdings

TickerNameSharesPriceValueP&LTodayWeight
AAPLApple Inc300000000$342$102,600,000,000+800.00%-0.28%34.8%
AXPAmerican Express151610700$314$47,586,050,409+946.23%+2.25%16.2%
KOCoca-Cola400000000$92$36,800,000,000+1433.33%+0.24%12.5%
BACBank of America680000000$52$35,156,000,000+269.29%+0.60%11.9%
CVXChevron Corp118000000$219$25,879,760,000+82.77%-1.23%8.8%
OXYOccidental Petroleum264000000$61$16,016,880,000+21.34%-1.21%5.4%
MCOMoody's Corp24700000$484$11,947,143,000+867.38%+4.52%4.1%
KHCKraft Heinz325000000$23$7,566,000,000-61.20%+2.56%2.6%
DVADaVita Inc36000000$189$6,809,760,000+191.02%+4.68%2.3%
VRSNVeriSign Inc13300000$304$4,044,397,000+133.92%+0.89%1.4%

Sector breakdown

Technology36.2%
Financial Services32.2%
Consumer Defensive15.1%
Energy14.2%
Healthcare2.3%

Country exposure

United States100.0%

What you get with Finovi

AI Morning Briefing

Daily AI analysis of your portfolio — what moved, what to watch, earnings ahead. Personalized to your holdings.

Technical Charts

Stock charts with SMA 20/50, RSI, volume. Interactive range selection and indicator toggles.

Tax-Loss Harvesting

See unrealized losses and what offsetting them against gains would look like, as an educational scenario.

Dividend Tracking

Monthly income projections, ex-dividend calendar, yield analysis. Track passive income growth.

Correlation Matrix

See which holdings move together and where your exposure overlaps, from 90-day price history.

Concentration at a glance

Largest position, top-5 share, sector and country spread, and an effective-holdings count — the numbers behind concentration, without a score.

Analyze your own portfolio

Import your CSV and get AI briefings, technical charts, tax insights, dividend tracking, correlation analysis, and more.

Get started free

Disclaimer: Finovi provides educational portfolio analytics only. Nothing on this platform constitutes financial advice, investment recommendations, or solicitation to buy or sell securities. Past performance does not guarantee future results. Always consult a qualified financial advisor before making investment decisions.