Fny Investment Advisers, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Million distributed in 829 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Beacon Roofing Supply Inc with a value of $17.1M, Invesco Qqq Trust, Series 1 with a value of $4M, Amazon Com Inc with a value of $3.53M, Altria Group, Inc. with a value of $3.37M, and Enstar Group LTD with a value of $3.32M.

Examining the 13F form we can see an decrease of $29.3M in the current position value, from $194M to 164M.

Below you can find more details about Fny Investment Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Million
Industrials: $27.7 Million
Technology: $24 Million
Consumer Cyclical: $17.2 Million
Financial Services: $14.1 Million
Communication Services: $11.4 Million
Basic Materials: $9.88 Million
Consumer Defensive: $8.52 Million
ETFs: $7.59 Million
Other: $17.8 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 829
  • Current Value $164 Million
  • Prior Value $194 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 372 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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