# EDGAR Filing Document

**Accession Number:** 0002101641
**File Stem:** 0002085853-25-000305
**Filing Date:** 2025-12
**Character Count:** 12192
**Document Hash:** 07b9d06781e024bffb6824ab95483c8f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000305.hdr.sgml**: 20251219

**ACCESSION NUMBER**: 0002085853-25-000305

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240630

**FILED AS OF DATE**: 20251219

**DATE AS OF CHANGE**: 20251219

**EFFECTIVENESS DATE**: 20251219

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Finivi Inc.
- **CENTRAL INDEX KEY:** 0002101641

**ORGANIZATION NAME:**
- **EIN:** 043567010
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25899
- **FILM NUMBER:** 251585774

**BUSINESS ADDRESS:**
- **STREET 1:** 1400 COMPUTER DRIVE
- **STREET 2:** SUITE 302
- **CITY:** WESTBOROUGH
- **STATE:** MA
- **ZIP:** 01581
- **BUSINESS PHONE:** (508) 870-0440

**MAIL ADDRESS:**
- **STREET 1:** 1400 COMPUTER DRIVE
- **STREET 2:** SUITE 302
- **CITY:** WESTBOROUGH
- **STATE:** MA
- **ZIP:** 01581

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2024

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Finivi Inc.<br>**Address:** 1400 COMPUTER DRIVE<br>SUITE 302<br>WESTBOROUGH, MA 01581

**Form 13F File Number:** 028-25899

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric C. Jansen<br>**Title:** Founder President  Chief Investment Officer<br>**Phone:** 508-870-0440

**Signature, Place, and Date of Signing:**

/s/ Eric C. Jansen  Westborough, MA  12-19-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $120707635

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 248404 | 2431 | SH |  | SOLE |  | 0 | 0 | 2431 |
| ABBOTT LABS | COM | 002824100 |  | 840901 | 8093 | SH |  | SOLE |  | 0 | 0 | 8093 |
| ABBVIE INC | COM | 00287Y109 |  | 276146 | 1610 | SH |  | SOLE |  | 0 | 0 | 1610 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4756612 | 25933 | SH |  | SOLE |  | 0 | 0 | 25933 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 487879 | 2678 | SH |  | SOLE |  | 0 | 0 | 2678 |
| AMAZON COM INC | COM | 023135106 |  | 5014156 | 25946 | SH |  | SOLE |  | 0 | 0 | 25946 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 447467 | 6027 | SH |  | SOLE |  | 0 | 0 | 6027 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 233550 | 1202 | SH |  | SOLE |  | 0 | 0 | 1202 |
| APPLE INC | COM | 037833100 |  | 4570509 | 21700 | SH |  | SOLE |  | 0 | 0 | 21700 |
| APPLIED MATLS INC | COM | 038222105 |  | 871440 | 3693 | SH |  | SOLE |  | 0 | 0 | 3693 |
| AT INC | COM | 00206R102 |  | 1195547 | 62561 | SH |  | SOLE |  | 0 | 0 | 62561 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 365773 | 132048 | SH |  | SOLE |  | 0 | 0 | 132048 |
| BANK AMERICA CORP | COM | 060505104 |  | 810592 | 20382 | SH |  | SOLE |  | 0 | 0 | 20382 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3448850 | 8478 | SH |  | SOLE |  | 0 | 0 | 8478 |
| BROADCOM INC | COM | 11135F101 |  | 3899405 | 2429 | SH |  | SOLE |  | 0 | 0 | 2429 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 447544 | 12571 | SH |  | SOLE |  | 0 | 0 | 12571 |
| CATERPILLAR INC | COM | 149123101 |  | 374090 | 1123 | SH |  | SOLE |  | 0 | 0 | 1123 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 935134 | 16380 | SH |  | SOLE |  | 0 | 0 | 16380 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 306985 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| CHUBB LIMITED | COM | H1467J104 |  | 765240 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1443317 | 22744 | SH |  | SOLE |  | 0 | 0 | 22744 |
| COCA COLA CO | COM | 191216100 |  | 211429 | 3322 | SH |  | SOLE |  | 0 | 0 | 3322 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 204472 | 5221 | SH |  | SOLE |  | 0 | 0 | 5221 |
| CORNING INC | COM | 219350105 |  | 208187 | 5359 | SH |  | SOLE |  | 0 | 0 | 5359 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2762782 | 3250 | SH |  | SOLE |  | 0 | 0 | 3250 |
| CVS HEALTH CORP | COM | 126650100 |  | 638780 | 10816 | SH |  | SOLE |  | 0 | 0 | 10816 |
| DEERE  CO | COM | 244199105 |  | 1641725 | 4394 | SH |  | SOLE |  | 0 | 0 | 4394 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 1107969 | 8034 | SH |  | SOLE |  | 0 | 0 | 8034 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 509329 | 5082 | SH |  | SOLE |  | 0 | 0 | 5082 |
| EATON CORP PLC | SHS | G29183103 |  | 240771 | 768 | SH |  | SOLE |  | 0 | 0 | 768 |
| ELI LILLY  CO | COM | 532457108 |  | 4571342 | 5049 | SH |  | SOLE |  | 0 | 0 | 5049 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 535989 | 9451 | SH |  | SOLE |  | 0 | 0 | 9451 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3056100 | 26547 | SH |  | SOLE |  | 0 | 0 | 26547 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 533791 | 14419 | SH |  | SOLE |  | 0 | 0 | 14419 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 273755 | 605 | SH |  | SOLE |  | 0 | 0 | 605 |
| HOME DEPOT INC | COM | 437076102 |  | 586814 | 1705 | SH |  | SOLE |  | 0 | 0 | 1705 |
| HONEYWELL INTL INC | COM | 438516106 |  | 414727 | 1942 | SH |  | SOLE |  | 0 | 0 | 1942 |
| HUDBAY MINERALS INC | COM | 443628102 |  | 195670 | 21621 | SH |  | SOLE |  | 0 | 0 | 21621 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1535622 | 3452 | SH |  | SOLE |  | 0 | 0 | 3452 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 7437895 | 15524 | SH |  | SOLE |  | 0 | 0 | 15524 |
| ISHARES BITCOIN TR | SHS | 46438F101 |  | 746403 | 21863 | SH |  | SOLE |  | 0 | 0 | 21863 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 684019 | 3371 | SH |  | SOLE |  | 0 | 0 | 3371 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 528898 | 9438 | SH |  | SOLE |  | 0 | 0 | 9438 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 999081 | 18001 | SH |  | SOLE |  | 0 | 0 | 18001 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 341650 | 6028 | SH |  | SOLE |  | 0 | 0 | 6028 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 415411 | 2842 | SH |  | SOLE |  | 0 | 0 | 2842 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1392116 | 6883 | SH |  | SOLE |  | 0 | 0 | 6883 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 425794 | 3081 | SH |  | SOLE |  | 0 | 0 | 3081 |
| KROGER CO | COM | 501044101 |  | 1848833 | 37029 | SH |  | SOLE |  | 0 | 0 | 37029 |
| MARATHON PETE CORP | COM | 56585A102 |  | 988717 | 5699 | SH |  | SOLE |  | 0 | 0 | 5699 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 204448 | 463 | SH |  | SOLE |  | 0 | 0 | 463 |
| MCDONALDS CORP | COM | 580135101 |  | 2534722 | 9946 | SH |  | SOLE |  | 0 | 0 | 9946 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3620639 | 7181 | SH |  | SOLE |  | 0 | 0 | 7181 |
| MICROSOFT CORP | COM | 594918104 |  | 5713168 | 12783 | SH |  | SOLE |  | 0 | 0 | 12783 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 257589 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| MURPHY OIL CORP | COM | 626717102 |  | 352788 | 8555 | SH |  | SOLE |  | 0 | 0 | 8555 |
| NETFLIX INC | COM | 64110L106 |  | 1772235 | 2626 | SH |  | SOLE |  | 0 | 0 | 2626 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2360257 | 33332 | SH |  | SOLE |  | 0 | 0 | 33332 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 3170063 | 245932 | SH |  | SOLE |  | 0 | 0 | 245932 |
| NUCOR CORP | COM | 670346105 |  | 608678 | 3850 | SH |  | SOLE |  | 0 | 0 | 3850 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3801169 | 30769 | SH |  | SOLE |  | 0 | 0 | 30769 |
| ORACLE CORP | COM | 68389X105 |  | 752895 | 5332 | SH |  | SOLE |  | 0 | 0 | 5332 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 2306435 | 2184 | SH |  | SOLE |  | 0 | 0 | 2184 |
| PEPSICO INC | COM | 713448108 |  | 241458 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 592891 | 5851 | SH |  | SOLE |  | 0 | 0 | 5851 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1354662 | 8214 | SH |  | SOLE |  | 0 | 0 | 8214 |
| PROTALIX BIOTHERAPEUTICS INC | COM | 74365A309 |  | 17016 | 14544 | SH |  | SOLE |  | 0 | 0 | 14544 |
| RTX CORPORATION | COM | 75513E101 |  | 224047 | 2232 | SH |  | SOLE |  | 0 | 0 | 2232 |
| S GLOBAL INC | COM | 78409V104 |  | 288209 | 646 | SH |  | SOLE |  | 0 | 0 | 646 |
| SALESFORCE INC | COM | 79466L302 |  | 1176268 | 4575 | SH |  | SOLE |  | 0 | 0 | 4575 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 542355 | 5950 | SH |  | SOLE |  | 0 | 0 | 5950 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 1697692 | 19224 | SH |  | SOLE |  | 0 | 0 | 19224 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 229400 | 1258 | SH |  | SOLE |  | 0 | 0 | 1258 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 2436751 | 19995 | SH |  | SOLE |  | 0 | 0 | 19995 |
| SERVICENOW INC | COM | 81762P102 |  | 342988 | 436 | SH |  | SOLE |  | 0 | 0 | 436 |
| SHELL PLC | SPON ADS | 780259305 |  | 775893 | 10749 | SH |  | SOLE |  | 0 | 0 | 10749 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 620734 | 2887 | SH |  | SOLE |  | 0 | 0 | 2887 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 1565253 | 32678 | SH |  | SOLE |  | 0 | 0 | 32678 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 709614 | 9764 | SH |  | SOLE |  | 0 | 0 | 9764 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 914126 | 2369 | SH |  | SOLE |  | 0 | 0 | 2369 |
| UNION PAC CORP | COM | 907818108 |  | 243880 | 1078 | SH |  | SOLE |  | 0 | 0 | 1078 |
| UNITED RENTALS INC | COM | 911363109 |  | 1315815 | 2035 | SH |  | SOLE |  | 0 | 0 | 2035 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2478676 | 4867 | SH |  | SOLE |  | 0 | 0 | 4867 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 303075 | 959 | SH |  | SOLE |  | 0 | 0 | 959 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 350205 | 8492 | SH |  | SOLE |  | 0 | 0 | 8492 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 985194 | 11380 | SH |  | SOLE |  | 0 | 0 | 11380 |
| VISA INC | COM CL A | 92826C839 |  | 568610 | 2166 | SH |  | SOLE |  | 0 | 0 | 2166 |
| WALMART INC | COM | 931142103 |  | 4281805 | 63237 | SH |  | SOLE |  | 0 | 0 | 63237 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1964803 | 40696 | SH |  | SOLE |  | 0 | 0 | 40696 |
| WORKDAY INC | CL A | 98138H101 |  | 253517 | 1134 | SH |  | SOLE |  | 0 | 0 | 1134 |

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