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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
XLVSelect Sector Health Care Spdr Etf
Recent Activity
New Position
0.71%
$1.355M
9,855 shares@ $137.5 avg price
DFSDiscover Financial Services Ord
Recent Activity
New Position
0.7%
$1.352M
7,809 shares@ $173.14 avg price
SPYVSpdr S&p 500 Value Etf
Recent Activity
New Position
0.61%
$1.176M
23,000 shares@ $51.14 avg price
TMToyota Motor Adr Rep 10 Ord
Recent Activity
New Position
0.61%
$1.167M
6,000 shares@ $194.5 avg price
XOMExxon Mobil Ord
Recent Activity
New Position
0.58%
$1.118M
10,399 shares@ $107.52 avg price
AACTAres Acquisition Ord
Recent Activity
New Position
0.58%
$1.11M
101,100 shares@ $10.98 avg price
SSBSouthstate Ord
Recent Activity
New Position
0.53%
$1.008M
10,136 shares@ $99.45 avg price
IBMInternational Business Machines Ord
Recent Activity
New Position
0.46%
$879,000
4,002 shares@ $219.65 avg price
TLTIshares 20 Pls Year Treasury Bnd Etf
Recent Activity
New Position
0.44%
$834,000
9,560 shares@ $87.24 avg price
OBDCBlue Owl Capital Ord
Recent Activity
New Position
0.43%
$814,000
53,900 shares@ $15.11 avg price