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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
DEDeere Ord
Recent Activity
Increased 657.15%
1.17%
$2.245M
5,300 shares@ $423.59 avg price
OKEOneok Ord
Recent Activity
Increased 14279.09%
1.15%
$2.208M
22,000 shares@ $100.37 avg price
BHPBhp Group Adr
Recent Activity
New Position
1.11%
$2.13M
43,638 shares@ $48.82 avg price
JNPRJuniper Networks Ord
Recent Activity
Increased 18.71%
1.1%
$2.121M
56,673 shares@ $37.43 avg price
AZNCFAstrazeneca Cvr
Recent Activity
1.09%
$2.093M
200 shares@ $10465.0 avg price
QCOMQualcomm Ord
Recent Activity
New Position
1.07%
$2.058M
13,400 shares@ $153.59 avg price
ANSSAnsys Ord
Recent Activity
Increased 78.72%
1.06%
$2.036M
6,037 shares@ $337.26 avg price
RLRalph Lauren Cl A Ord
Recent Activity
Increased 54.71%
1.03%
$1.986M
8,600 shares@ $230.94 avg price
CVXChevron Ord
Recent Activity
New Position
0.95%
$1.835M
12,674 shares@ $144.79 avg price
TNADirexion Daily Small Cap Bull 3x Etf
Recent Activity
Increased 224.43%
0.93%
$1.779M
42,500 shares@ $41.86 avg price