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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
GOOGLAlphabet Inc. Class A
Recent Activity
Increased 1.28%
0.12%
$873,241
4,613 shares@ $189.31 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -1.53%
0.1%
$789,756
1,023 shares@ $772.0 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Increased 2.42%
0.1%
$735,098
3,860 shares@ $190.44 avg price
SHWSherwin Williams Co
Recent Activity
Increased 0.24%
0.1%
$719,632
2,117 shares@ $339.94 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 8.44%
0.1%
$718,616
1,479 shares@ $485.88 avg price
KOThe Coca-cola Co
Recent Activity
Increased 8.43%
0.1%
$712,877
11,450 shares@ $62.26 avg price
PGProcter & Gamble
Recent Activity
Increased 0.97%
0.09%
$701,951
4,187 shares@ $167.66 avg price
DUKDuke Energy Corp
Recent Activity
Increased 10.28%
0.09%
$675,530
6,270 shares@ $107.75 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 13.89%
0.09%
$672,084
7,276 shares@ $92.37 avg price
JCIJohnson Controls Inter F
Recent Activity
Increased 12.3%
0.09%
$647,147
8,199 shares@ $78.93 avg price