Fpc Investment Advisory, Inc. Top Holdings and 13F Report (2024)

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About Fpc Investment Advisory, Inc.

Investment Activity

Fpc Investment Advisory, Inc. has $101.42 million in total holdings as of March 31, 2024.
Fpc Investment Advisory, Inc. owns shares of 86 different stocks, but just 10 companies or ETFs make up 80% of its holdings.

Largest Holdings

Vanguard Intermediate-Term Bond ETF: $17,615,435
Vanguard FTSE Europe ETF: $9,112,351
iShares 20+ Year Treasury Bond ETF: $8,543,949
BlackRock Ultra Short-Term Bond ETF: $8,082,784
iShares Core 1-5 Year USD Bond ETF: $7,962,345

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
BIV Vanguard Intermediate-Term Bond ETF	$17,615,435	240,025	17.4%	ETF
VGK Vanguard FTSE Europe ETF	$9,112,351	138,045	9.0%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$8,543,949	96,651	8.4%	ETF
ICSH BlackRock Ultra Short-Term Bond ETF	$8,082,784	160,182	8.0%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$7,962,345	169,592	7.9%	Manufacturing
BND Vanguard Total Bond Market ETF	$7,701,203	108,820	7.6%	ETF
AAPL Apple	$7,306,693	43,230	7.2%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$7,149,051	71,050	7.0%	ETF
IEV iShares Europe ETF	$5,687,595	104,016	5.6%	ETF
VGT Vanguard Information Technology ETF	$4,215,979	8,513	4.2%	ETF
XLV Health Care Select Sector SPDR Fund	$4,040,992	28,688	4.0%	ETF
RSPG Invesco S&P 500 Equal Weight Energy ETF	$2,965,198	35,380	2.9%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$2,790,370	41,394	2.8%	ETF
EWJ iShares MSCI Japan ETF	$2,369,325	35,044	2.3%	ETF
BLV Vanguard Long-Term Bond ETF	$1,975,601	28,972	1.9%	ETF
IYW iShares U.S. Technology ETF	$1,026,211	7,965	1.0%	Manufacturing
XLU Utilities Select Sector SPDR Fund	$551,406	8,262	0.5%	ETF
MSFT Microsoft	$308,841	755	0.3%	Computer and Technology
SGDM Sprott Gold Miners ETF	$235,411	8,992	0.2%	ETF
EBAY eBay	$220,074	4,300	0.2%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$206,494	3,510	0.2%	ETF
SQ Block	$192,478	2,600	0.2%	Business Services
AVGO Broadcom	$155,846	124	0.2%	Computer and Technology
ISHARES BITCOIN TR	$139,196	3,823	0.1%	SHS
AMZN Amazon.com	$138,094	782	0.1%	Retail/Wholesale
TSLA Tesla	$126,300	779	0.1%	Auto/Tires/Trucks
DVY iShares Select Dividend ETF	$122,130	1,010	0.1%	ETF
PYPL PayPal	$97,260	1,500	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$37,906	75	0.0%	Finance
VIG Vanguard Dividend Appreciation ETF	$30,429	172	0.0%	ETF
IBM International Business Machines	$25,774	140	0.0%	Computer and Technology
XOM Exxon Mobil	$24,937	206	0.0%	Oils/Energy
NVDA NVIDIA	$23,107	29	0.0%	Computer and Technology
MCD McDonald's	$16,052	58	0.0%	Retail/Wholesale
ACN Accenture	$14,110	45	0.0%	Business Services
RCL Royal Caribbean Cruises	$13,673	100	0.0%	Consumer Discretionary
SNAP Snap	$11,080	1,000	0.0%	Computer and Technology
MRNA Moderna	$10,885	100	0.0%	Medical
META Meta Platforms	$9,377	19	0.0%	Computer and Technology
GOOG Alphabet	$9,344	58	0.0%	Computer and Technology
LLY Eli Lilly and Company	$8,787	12	0.0%	Medical
APLD Applied Digital	$8,344	2,800	0.0%	Finance
SMMT Summit Therapeutics	$6,987	1,946	0.0%	Medical
AMD Advanced Micro Devices	$6,677	44	0.0%	Computer and Technology
QQQ Invesco QQQ	$6,398	15	0.0%	Finance
XLK Technology Select Sector SPDR Fund	$6,337	32	0.0%	ETF
V Visa	$6,051	22	0.0%	Business Services
MA Mastercard	$5,550	12	0.0%	Business Services
UNH UnitedHealth Group	$5,361	11	0.0%	Medical
NVO Novo Nordisk A/S	$5,299	42	0.0%	Medical
COP ConocoPhillips	$4,655	36	0.0%	Oils/Energy
UBER Uber Technologies	$4,509	65	0.0%	Computer and Technology
ZG Zillow Group	$4,288	100	0.0%	Computer and Technology
CRM Salesforce	$4,143	15	0.0%	Computer and Technology
TJX TJX Companies	$4,098	43	0.0%	Retail/Wholesale
NFLX Netflix	$3,886	7	0.0%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$3,756	19	0.0%	Finance
HD Home Depot	$3,664	11	0.0%	Retail/Wholesale
OABI OmniAb	$3,662	803	0.0%	Medical
COST Costco Wholesale	$3,620	5	0.0%	Retail/Wholesale
NOW ServiceNow	$2,986	4	0.0%	Computer and Technology
ADBE Adobe	$2,863	6	0.0%	Computer and Technology
ADI Analog Devices	$2,751	14	0.0%	Computer and Technology
CRWD CrowdStrike	$2,679	9	0.0%	Computer and Technology
AXP American Express	$2,631	11	0.0%	Finance
EOG EOG Resources	$2,577	19	0.0%	Oils/Energy
IBB iShares Biotechnology ETF	$2,556	20	0.0%	Finance
LULU Lululemon Athletica	$2,553	7	0.0%	Consumer Discretionary
CME CME Group	$2,552	12	0.0%	Finance
ETN Eaton	$2,551	8	0.0%	Industrial Products
MS Morgan Stanley	$2,534	27	0.0%	Finance
DOV Dover	$2,401	14	0.0%	Industrial Products
BLK BlackRock	$2,289	3	0.0%	Finance
GD General Dynamics	$2,249	8	0.0%	Aerospace
PH Parker-Hannifin	$2,186	4	0.0%	Industrial Products
NCLH Norwegian Cruise Line	$1,939	100	0.0%	Consumer Discretionary
RSG Republic Services	$1,536	8	0.0%	Business Services
CCL Carnival Co. &	$1,501	100	0.0%	Consumer Discretionary
PGR Progressive	$1,486	7	0.0%	Finance
OMEROS CORP	$1,427	2,000	0.0%	NOTE 5.250% 2/1
AJG Arthur J. Gallagher & Co.	$1,185	5	0.0%	Finance
DE Deere & Company	$1,184	3	0.0%	Industrial Products
KD Kyndryl	$486	24	0.0%	Business Services
LCID Lucid Group	$304	119	0.0%	Auto/Tires/Trucks
IYH iShares U.S. Healthcare ETF	$296	5	0.0%	ETF
GPRO GoPro	$36	20	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Fpc Investment Advisory, Inc. Top Holdings and 13F Report (2024)

About Fpc Investment Advisory, Inc.

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Fpc Investment Advisory, Inc. Top Holdings and 13F Report (2024)

About Fpc Investment Advisory, Inc.

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofFpc Investment Advisory, Inc.

Latest 13F Holdings

More Institutional Buying and Selling Information