Fpc Investment Advisory, Inc. Portfolio Holdings

Fpc Investment Advisory, Inc.

  • $146 Billion
  • Q1 2025

Fpc Investment Advisory, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 27 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 $24.4B, Vanguard Bd Index Fd Inc Inter with a value of $21.4B, Schwab Strategic Tr Us Large C with a value of $21.3B, Vanguard Ftse Europe ETF Ftse with a value of $17.7B, and Ishares Barclays 20+ Year Trea with a value of $9.38B.

Examining the 13F form we can see an increase of $8.89B in the current position value, from $137B to 146B.

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 $146 Billion
ETFs: $135 Billion
Technology: $9.67 Billion
Consumer Cyclical: $542 Million
Healthcare: $465 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $146 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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