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\Bbecky Mulhern

@Fc Advisory Llc

Latest period2024 - Q4ReportedManaged Assets$298.359MTotal holdings106
Assets growth rate0.34%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fc Advisory Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Fc Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.359M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by \Bbecky Mulhern, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWYIshares Tr
Recent Activity
Decreased -0.18%
0.13%
$373,802
1,589 shares@ $235.25 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 101.3%
0.13%
$359,520
14,801 shares@ $24.3 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.78%
0.12%
$355,137
2,456 shares@ $144.6 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 172.16%
0.12%
$339,342
14,639 shares@ $23.19 avg price
IGIBIshares Tr
Recent Activity
Decreased -0.42%
0.12%
$338,227
6,566 shares@ $51.52 avg price
RWOSpdr Index Shs Fds
Recent Activity
Increased 2.72%
0.11%
$319,759
7,455 shares@ $42.9 avg price
ESGDIshares Tr
Recent Activity
New Position
0.11%
$310,421
4,077 shares@ $76.14 avg price
IWMIshares Tr
Recent Activity
Increased 0.15%
0.11%
$309,694
1,402 shares@ $220.9 avg price
ITOTIshares Tr
Recent Activity
Increased 2.49%
0.1%
$286,769
2,230 shares@ $128.6 avg price
NVDANvidia Corporation
Recent Activity
0.1%
$277,445
2,066 shares@ $134.3 avg price