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CIK: 0002021217
Total reported value
$211.9M
$211.9M
283 檔
38.5%
At the close of Q4 2024, Fpc Investment Advisory, Inc. disclosed equity holdings valued at approximately $211.9M, spread across 283 reported holdings.
During Q4 2024, Fpc Investment Advisory, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 16.12% | -0.19% | +4.08% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.97% | -0.79% | -3.22% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.73% | +0.17% | — | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 10.73% | +0.20% | +30.46% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.14% | +0.64% | -3.83% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.32% | +0.68% | -2.80% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.93% | -0.26% | -11.26% | |
| 8 | IEV | Ishares Europe ETF | ETF-Other | 4.69% | -0.12% | +12.61% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.04% | -0.31% | -3.97% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.81% | +0.26% | -22.28% | |
| 11 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.80% | -0.03% | +27.69% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.38% | -1.09% | +62.85% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 2.02% | -0.36% | -2.30% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.27% | +0.16% | -9.05% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | -0.21% | +6.54% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.67% | -0.07% | -24.22% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.03% | +59.54% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.03% | +147.19% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | — | -31.61% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | — | +10.91% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.11% | +726.55% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | -0.01% | +181.20% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | +1657.89% | |
| 25 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.17% | -0.11% | EXIT | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.16% | — | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.14% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.13% | EXIT | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | — | — | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.13% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | -0.01% | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.10% | — | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.09% | — | — | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.08% | — | -96.64% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.07% | — | — | |
| 36 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.07% | — | +16.37% | |
| 37 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 0.07% | — | -56.62% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 39 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.06% | — | — | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.05% | — | +1246.67% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.05% | — | — | |
| 42 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.05% | — | +21920.00% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.05% | +0.27% | NEW | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.05% | — | — | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.04% | — | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.04% | — | +863.64% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.04% | — | +1014.29% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.04% | — | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.04% | — | +628.57% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | -0.07% | +287.93% |
According to official SEC Form 13F filings, Fpc Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $211.9M across 283 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ISTB, BIV, SCHX) accounted for 38.5% of total reported equity market value during Q4 2024.
During Q4 2024, Fpc Investment Advisory, Inc.'s top holdings by market value included ISTB (16.1%)、BIV (15.0%)、SCHX (10.7%). The largest single position, ISTB, represented 16.1% of total portfolio value.
In Q4 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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