Fpc Investment Advisory, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ihares Core 1 5 Years Usd Bond with a value of $22B, Vanguard Bd Index Fd Inc Inter with a value of $20.5B, Schwab Strategic Tr Us Large C with a value of $14.7B, Vanguard Ftse Europe ETF Ftse with a value of $14.7B, and Apple Inc. with a value of $9.76B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $118B to 137B.

Fpc Investment Advisory, Inc. is based out at Petaluma, CA

Below you can find more details about Fpc Investment Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $120 Billion
Technology: $12.3 Billion
Consumer Cyclical: $1.25 Billion
Financial Services: $559 Million
Healthcare: $554 Million
Communication Services: $545 Million
Industrials: $293 Million
Consumer Defensive: $120 Million
Other: $282 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $137 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 190 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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