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CIK: 0002021217
Total reported value
$211.9M
$211.9M
97 檔
34.8%
As reported in its official Q3 2024 Form 13F filing, Fpc Investment Advisory, Inc.'s tracked investment portfolio stood at $211.9M with 97 total positions.
During Q3 2024, Fpc Investment Advisory, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 18.38% | -0.79% | +16.65% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 18.02% | -0.19% | +152.80% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.79% | +0.20% | +14.71% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 8.38% | -0.26% | +1.97% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 8.09% | +0.64% | +1.90% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 7.71% | +0.68% | -0.04% | |
| 7 | IEV | Ishares Europe ETF | ETF-Other | 4.96% | -0.12% | -0.41% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.60% | -0.31% | +7.28% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 4.32% | +0.26% | +9.60% | |
| 10 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 2.72% | -0.36% | -4.80% | |
| 11 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.70% | — | +8.11% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.65% | -0.03% | +16.38% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.72% | -1.09% | — | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.72% | +0.16% | -5.55% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.97% | -0.07% | -1.69% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | -0.21% | +425.53% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.54% | — | -0.14% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.03% | +20.79% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.20% | -0.01% | — | |
| 20 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.19% | -0.11% | EXIT | |
| 21 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 0.17% | — | -10.25% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 23 | XYZ | Block Inc | Stock-Financials | 0.14% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.12% | — | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.11% | — | — | |
| 27 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.06% | — | -24.17% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.04% | — | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | -0.11% | — | |
| 30 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.03% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.03% | — | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | — | — | |
| 33 | APLD | Applied Digital CORP | Stock-Tech | 0.02% | — | — | |
| 34 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.02% | — | — | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.01% | — | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.01% | -0.02% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.01% | — | — | |
| 39 | SNAP | Snap Inc - A | Stock-Comm Services | 0.01% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.01% | -0.07% | — | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.01% | — | -99.89% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | +0.13% | NEW | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.01% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.01% | — | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.01% | — | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.01% | — | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.01% | — | — | |
| 48 | ZG | Zillow Group Inc - A | Stock-Comm Services | — | — | — | |
| 49 | MRNA | Moderna Inc | Stock-Healthcare | — | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | — | — | — |
According to official SEC Form 13F filings, Fpc Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $211.9M across 97 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, ISTB, VGK) accounted for 34.8% of total reported equity market value during Q3 2024.
During Q3 2024, Fpc Investment Advisory, Inc.'s top holdings by market value included BIV (18.4%)、ISTB (18.0%)、VGK (9.8%). The largest single position, BIV, represented 18.4% of total portfolio value.
In Q3 2024, Fpc Investment Advisory, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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