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Shawn Fischman

@Fny Investment Advisers, Llc

Latest period2024 - Q4ReportedManaged Assets$193.329MTotal holdings684
Assets growth rate-6.88%Assets growth rate (2-Q avg)16.3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fny Investment Advisers, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 684 positions.

Assets under management

The assets under management (AUM) of Fny Investment Advisers, Llc 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 193.329M in assets, with a quarterly growth rate of -6.88% and a 2-quarter average growth rate of 16.3%. The portfolio is managed by Shawn Fischman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MOAltria Group Ord
Recent Activity
Decreased -74.24%
1.28%
$2.457M
47,000 shares@ $52.28 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -68.26%
0.73%
$1.399M
6,334 shares@ $220.88 avg price
COSTCostco Wholesale Ord
Recent Activity
Decreased -0.07%
0.68%
$1.304M
1,424 shares@ $915.74 avg price
SPGSimon Prop Grp Reit Ord
Recent Activity
Decreased -22.22%
0.57%
$1.084M
6,300 shares@ $172.07 avg price
GEVGe Vernova Ord
Recent Activity
Decreased -80.95%
0.34%
$657,000
2,000 shares@ $328.5 avg price
CAVACava Group Ord
Recent Activity
Decreased -55.7%
0.31%
$587,000
5,217 shares@ $112.52 avg price
SGMTSagimet Biosciences Srs A Ord
Recent Activity
Decreased -11.96%
0.31%
$586,000
130,250 shares@ $4.5 avg price
IBITIshares Bitcoin Etf
Recent Activity
Decreased -59.92%
0.25%
$466,000
8,816 shares@ $52.86 avg price
GANGan Ord
Recent Activity
Decreased -5.79%
0.23%
$430,000
236,443 shares@ $1.82 avg price
MLMoneylion Cl A Ord
Recent Activity
Decreased -60.94%
0.22%
$414,000
4,822 shares@ $85.86 avg price