Fny Investment Advisers, LLC Portfolio Holdings
Fny Investment Advisers, LLC
- $149 Million
- Q2 2024
Fny Investment Advisers, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $149 Million distributed in 526 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Brookfield Cl A Ord with a value of $20.8M, Proshares Tr Bitcoin Strategy with a value of $8.41M, National Western Life Group, Inc. with a value of $7.45M, Ralph Lauren Corp with a value of $4.97M, and Broadcom Inc. with a value of $4.29M.
Examining the 13F form we can see an decrease of $17.1M in the current position value, from $166M to 149M.
Below you can find more details about Fny Investment Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$149 Million
Technology: $31.8 Million
Consumer Cyclical: $13.9 Million
ETFs: $11.9 Million
Industrials: $11.3 Million
Financial Services: $11 Million
Healthcare: $9.66 Million
Energy: $7.06 Million
Communication Services: $5.43 Million
Other: $9.11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 526
- Current Value $149 Million
- Prior Value $166 Million
- Filing
- Period Q2 2024
- Filing Date August 05, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 177 stocks
- Additional Purchases 96 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks