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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
ASMLAsml Holding Adr Rep Ord
Recent Activity
Increased 258.3%
4.72%
$9.12M
13,160 shares@ $693.01 avg price
HUMHumana Ord
Recent Activity
Increased 6647.53%
3.58%
$6.916M
27,260 shares@ $253.71 avg price
SMARSmartsheet Cl A Ord
Recent Activity
Increased 1399.69%
2.19%
$4.216M
75,254 shares@ $56.03 avg price
AVGOBroadcom Ord
Recent Activity
Increased 63.26%
2.15%
$4.147M
17,894 shares@ $231.76 avg price
CLBRColombier Acquisition Cl A Ord
Recent Activity
Increased 600.66%
1.92%
$3.704M
315,297 shares@ $11.75 avg price
NVDANvidia Ord
Recent Activity
Increased 53.71%
1.79%
$3.443M
25,641 shares@ $134.28 avg price
TSMTaiwan Semiconductor Mnftg Adr 5 Ord
Recent Activity
Increased 194.18%
1.65%
$3.182M
16,115 shares@ $197.46 avg price
XLUSelect Sector Uti Select Spdr Etf
Recent Activity
Increased 2641.65%
1.61%
$3.104M
41,015 shares@ $75.68 avg price
SIRISiriusxm Holdings Ord
Recent Activity
Increased 1.49%
1.6%
$3.078M
135,017 shares@ $22.8 avg price
BABoeing Ord
Recent Activity
Increased 78.42%
1.45%
$2.791M
15,772 shares@ $176.96 avg price