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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
SIMOSilicon Motion Techno Adr Rep 4 Ord
Recent Activity
Increased 65.14%
0.26%
$486,000
9,000 shares@ $54.0 avg price
NJRNj Resources Ord
Recent Activity
Increased 2500%
0.26%
$485,000
10,400 shares@ $46.64 avg price
TRTXTpg Re Finance Trust Ord
Recent Activity
New Position
0.25%
$472,000
55,600 shares@ $8.49 avg price
GILDGilead Sciences Ord
Recent Activity
New Position
0.25%
$471,000
5,100 shares@ $92.36 avg price
IBITIshares Bitcoin Etf
Recent Activity
Decreased -59.92%
0.25%
$466,000
8,816 shares@ $52.86 avg price
KVUEKenvue Ord
Recent Activity
Increased 167.31%
0.24%
$452,000
21,208 shares@ $21.32 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
New Position
0.24%
$451,000
8,000 shares@ $56.38 avg price
XLBSpdr Fund Materials Select Sectr Etf
Recent Activity
New Position
0.24%
$449,000
5,347 shares@ $83.98 avg price
NIXXNixxy Ord
Recent Activity
New Position
0.23%
$436,000
83,072 shares@ $5.25 avg price
APDAir Products And Chemicals Ord
Recent Activity
New Position
0.23%
$435,000
1,500 shares@ $290.0 avg price