Fc Advisory LLC has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $32.6M, Vanguard Ftse All World Ex Us with a value of $21.7M, Vanguard Extended Market ETF with a value of $21.5M, Vanguard Growth ETF with a value of $14.8M, and Ishares Core U.S. Aggregate Bo with a value of $11.9M.

Examining the 13F form we can see an increase of $1.24M in the current position value, from $271M to 272M.

Below you can find more details about Fc Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $272 Million
ETFs: $265 Million
Technology: $2.62 Million
Healthcare: $2.11 Million
Financial Services: $1.57 Million
Industrials: $481,000
Utilities: $211,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $272 Million
  • Prior Value $271 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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