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Kevin Hixson

@Financial Management Professionals, Inc.

Latest period2024 - Q4ReportedManaged Assets$791.09MTotal holdings984
Assets growth rate-1.77%Assets growth rate (2-Q avg)4.39%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Management Professionals, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 984 positions.

Assets under management

The assets under management (AUM) of Financial Management Professionals, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 791.09M in assets, with a quarterly growth rate of -1.77% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Kevin Hixson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon.com Inc
Recent Activity
Increased 1.27%
0.26%
$1.981M
9,030 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Increased 8.22%
0.2%
$1.548M
6,678 shares@ $231.85 avg price
FBTCFidelity Wise Origin Bitcoin Fund
Recent Activity
Increased 1.81%
0.2%
$1.53M
18,759 shares@ $81.58 avg price
SHYIshares 1-3 Year Treasry Bond Etf
Recent Activity
Increased 16.95%
0.17%
$1.279M
15,600 shares@ $81.98 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Increased 1.74%
0.16%
$1.22M
2,691 shares@ $453.28 avg price
HYMBSpdr Nuveen S&p High Yield Muni Bd Etf
Recent Activity
Increased 0.99%
0.16%
$1.217M
47,562 shares@ $25.59 avg price
UNHUnitedhealth Grp Inc
Recent Activity
Increased 4.31%
0.15%
$1.116M
2,207 shares@ $505.86 avg price
CVXChevron Corp
Recent Activity
Increased 16.72%
0.14%
$1.088M
7,514 shares@ $144.85 avg price
XHBSpdr S&p Homebuilders Etf Iv
Recent Activity
Increased 26.28%
0.14%
$1.068M
10,223 shares@ $104.51 avg price
MSMorgan Stanley
Recent Activity
Increased 8.88%
0.14%
$1.038M
8,259 shares@ $125.72 avg price