test

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
ITWIllinois Tool Ord
Recent Activity
Exited
0%
$11.059M
42,200 shares@ $262.07 avg price
FMCFmc Ord
Recent Activity
Exited
0%
$5.433M
82,400 shares@ $65.94 avg price
LLYEli Lilly Ord
Recent Activity
Exited
0%
$3.743M
4,226 shares@ $885.71 avg price
ENSGEnsign Group Ord
Recent Activity
Exited
0%
$3.667M
25,500 shares@ $143.81 avg price
EQNREquinor Adr Rep Ord
Recent Activity
Exited
0%
$3.301M
130,333 shares@ $25.33 avg price
ITBIshares Us Home Construct Etf
Recent Activity
Exited
0%
$2.868M
22,567 shares@ $127.09 avg price
MSTRMicrostrategy Cl A Ord
Recent Activity
Exited
0%
$2.797M
16,592 shares@ $168.58 avg price
AANAaron S Company Ord
Recent Activity
Exited
0%
$2.636M
265,000 shares@ $9.95 avg price
HMCHonda Motor Adr Rep 3 Ord
Recent Activity
Exited
0%
$2.593M
81,724 shares@ $31.73 avg price
IIPRInnovative Industrial Ppty Ord
Recent Activity
Exited
0%
$2.032M
15,100 shares@ $134.57 avg price