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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
VNOVornado Realty Reit Ord
Recent Activity
New Position
2.08%
$4.015M
95,520 shares@ $42.04 avg price
CMECme Group Cl A Ord
Recent Activity
New Position
1.99%
$3.831M
16,500 shares@ $232.19 avg price
6900⤦Revelyst Ord
Recent Activity
New Position
1.5%
$2.884M
150,000 shares@ $19.23 avg price
FLDFtac Emerald Acquisition Cl A Ord
Recent Activity
New Position
1.42%
$2.741M
247,006 shares@ $11.1 avg price
ADPAutomatic Data Processing Ord
Recent Activity
New Position
1.4%
$2.693M
9,200 shares@ $292.72 avg price
KKellanova Ord
Recent Activity
New Position
1.29%
$2.49M
30,760 shares@ $80.95 avg price
BHPBhp Group Adr
Recent Activity
New Position
1.11%
$2.13M
43,638 shares@ $48.82 avg price
QCOMQualcomm Ord
Recent Activity
New Position
1.07%
$2.058M
13,400 shares@ $153.59 avg price
CVXChevron Ord
Recent Activity
New Position
0.95%
$1.835M
12,674 shares@ $144.79 avg price
PRUPrudential Financial Ord
Recent Activity
New Position
0.89%
$1.718M
14,500 shares@ $118.49 avg price