Fny Investment Advisers, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Million distributed in 742 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Asml Holding Nv with a value of $9.12M, Humana Inc with a value of $6.92M, Smartsheet Inc with a value of $4.22M, Broadcom Inc. with a value of $4.14M, and Vornado Realty Trust with a value of $4.02M.

Examining the 13F form we can see an decrease of $14.3M in the current position value, from $208M to 194M.

Below you can find more details about Fny Investment Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
Technology: $44.1 Million
Financial Services: $21.6 Million
ETFs: $18.7 Million
Healthcare: $16.2 Million
Industrials: $13.3 Million
Consumer Cyclical: $11.6 Million
Energy: $8.73 Million
Consumer Defensive: $8.56 Million
Other: $22.4 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 742
  • Current Value $194 Million
  • Prior Value $208 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 275 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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