FI

FPC INVESTMENT ADVISORY, INC.

13F
FPC INVESTMENT ADVISORY, INC.
Last update 2025-05-07 27 Stocks (0 new)
Value $146.00 Mil Turnover 12 %
Countries:
Top Holdings: ISTB(16.72%)BIV(14.66%)SCHX(14.65%)VGK(12.16%)TLT(6.44%)
Summary Stock Picks Current Portfolio
FPC INVESTMENT ADVISORY, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ISTB
iShares Core 1-5 Year USD Bond ETF
505,439
24,357.1
+10.14%
16.720
+1.54%
0.540
+1.55%
+3.26%
4,427.5
 
BIV
Vanguard Intermediate-Term Bond ETF
280,739
21,350.2
+3.14%
14.660
+0.45%
0.100
+1.83%
+4.28%
22,997.9
 
SCHX
Schwab U.S. Large-Cap ETF
958,364
21,333.2
+55.83%
14.650
+5.25%
0.040
+25.73%
+6.63%
56,185.5
 
VGK
Vanguard FTSE Europe ETF
238,460
17,712.8
+9.69%
12.160
+1.07%
0.080
+26.07%
+25.11%
25,395.4
 
TLT
iShares 20+ Year Treasury Bond ETF
107,530
9,380.9
+16.34%
6.440
+0.90%
0.020
-1.55%
+0.63%
47,850.5
 
BND
Vanguard Total Bond Market ETF
119,080
8,645.2
-0.34%
5.940
-0.02%
0.010
+1.38%
+3.20%
126,972.4
 
AAPL
Apple Inc
39,654
7,886.7
-4.10%
5.410
-0.29%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
VGT
Vanguard Information Technology ETF
11,659
6,572.2
+30.12%
4.510
+1.04%
0.010
+42.86%
+8.20%
85,211.4
 
IEV
iShares Europe ETF
103,102
6,332.5
-10.98%
4.350
-0.51%
0.300
+24.87%
+24.25%
2,293.7
 
EWJ
iShares MSCI Japan ETF
64,568
4,674.1
+15.16%
3.210
+0.42%
0.030
+19.68%
+9.96%
14,931.6
 

FPC INVESTMENT ADVISORY, INC.'s Historical Top Holdings Breakdowns

FPC INVESTMENT ADVISORY, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+5.25%
●
21.75 ($23.28) 24.28
$24.57
5.54%
Add 55.83%
958,364
343,346
ISTB
iShares Core 1-5 Year USD Bond ETF
2025-03-31
Add
Add
+1.54%
●
47.59 ($48.01) 48.35
$48.33
0.67%
Add 10.14%
505,439
46,535
VGK
Vanguard FTSE Europe ETF
2025-03-31
Add
Add
+1.07%
●
63.07 ($68.94) 73.5
$77.94
13.05%
Add 9.69%
238,460
21,073
VGT
Vanguard Information Technology ETF
2025-03-31
Add
Add
+1.04%
●
542.38 ($602.71) 646.34
$671.23
11.37%
Add 30.12%
11,659
2,699
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.90%
●
85.29 ($89.02) 92.57
$86.02
-3.37%
Add 16.34%
107,530
15,103
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.90%
●
48.33 ($48.9) 49.5
$49.19
0.59%
Add 40.17%
92,785
26,590
BLV
Vanguard Long-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.52%
●
66.9 ($69.41) 71.57
$68.07
-1.93%
Reduce -40.9%
14,874
-10,292
IEV
iShares Europe ETF
2025-03-31
Reduce
Reduce
-0.51%
●
51.87 ($56.81) 60.68
$63.54
11.85%
Reduce -10.98%
103,102
-12,714
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.45%
●
73.78 ($75.44) 76.59
$76.39
1.26%
Add 3.14%
280,739
8,552
EWJ
iShares MSCI Japan ETF
2025-03-31
Add
Add
+0.42%
●
65.24 ($68.76) 71.7
$73.19
6.44%
Add 15.16%
64,568
8,500

FPC INVESTMENT ADVISORY, INC. Total Holding History ($B)

To

FPC INVESTMENT ADVISORY, INC.'s Asset Allocation

To

FPC INVESTMENT ADVISORY, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FPC INVESTMENT ADVISORY, INC.'s Hypothetical Growth since 2025-03-31

FPC INVESTMENT ADVISORY, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FPC INVESTMENT ADVISORY, INC.'s Holdings Heat Map

Size field:

FPC INVESTMENT ADVISORY, INC.'s Holdings Bubble Chart

FPC INVESTMENT ADVISORY, INC. News

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