Fpc Investment Advisory, Inc. Portfolio Holdings

Fpc Investment Advisory, Inc.

  • $118 Billion
  • Q3 2024

Fpc Investment Advisory, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $21.7B, Ihares Core 1 5 Years Usd Bond with a value of $21.2B, Vanguard Ftse Europe ETF Ftse with a value of $11.5B, Ishares Barclays 20+ Year Trea with a value of $9.88B, and Apple Inc. with a value of $9.53B.

Examining the 13F form we can see an increase of $6.81B in the current position value, from $111B to 118B.

Fpc Investment Advisory, Inc. is based out at Petaluma, CA

Below you can find more details about Fpc Investment Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $106 Billion
Technology: $11.1 Billion
Consumer Cyclical: $592 Million
Financial Services: $117 Million
Healthcare: $64.8 Million
Communication Services: $41.9 Million
Industrials: $13 Million
Energy: $10.6 Million
Other: $4.37 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6B
$36.8 Million 0.03% of portfolio
1,946
Q1 2024 New
$4.35B
$5.89 Million 0.0% of portfolio
100
Q1 2024 New
$5.07B
$407,000 0.0% of portfolio
119
Q1 2024 New
$7.83B
$564,000 0.0% of portfolio
24
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $118 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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