FPC INVESTMENT ADVISORY Inc. Portfolio
Invests via FPC INVESTMENT ADVISORY, INC. | Managed by FPC INVESTMENT ADVISORY, INC.
Invests via FPC INVESTMENT ADVISORY, INC.
Managed by FPC INVESTMENT ADVISORY, INC.
Automatically Tracked
Company Profile
Registered investment adviser focused on wealth management, retirement planning, and fee-based portfolio advisory services for high-net-worth individuals and institutional clients. FPC INVESTMENT ADVISORY, INC. typically offers discretionary and non-discretionary advisory mandates, financial planning, and tax-aware asset allocation across equities, fixed income and alternatives. Market-relevant capabilities include fiduciary compliance, model portfolios, and custody relationships with major broker-dealers, positioning the firm for advisory and wrap-fee strategies.
Registered investment adviser focused on wealth management, retirement planning, and fee-based portfolio advisory services for high-net-worth individuals and institutional clients. FPC INVESTMENT ADVISORY, INC. typically offers discretionary and non-discretionary advisory mandates, financial planning, and tax-aware asset allocation across equities, fixed income and alternatives. Market-relevant capabilities include fiduciary compliance, model portfolios, and custody relationships with major broker-dealers, positioning the firm for advisory and wrap-fee strategies.
Investment Philosophy & Strategy
Adopts a fiduciary, client-centric approach that blends tax-aware, multi-asset allocation with active discretionary management and model portfolio efficiency. Emphasizes long-term wealth preservation and income generation for high-net-worth and institutional clients through diversified exposure to equities, fixed income and alternatives, disciplined rebalancing, and liability-sensitive planning. Capital deployment favors fee-based, custody-integrated solutions and wrap strategies, with risk controls, scenario stress-testing, and governance to align portfolios with retirement, income and estate objectives.
Adopts a fiduciary, client-centric approach that blends tax-aware, multi-asset allocation with active discretionary management and model portfolio efficiency. Emphasizes long-term wealth preservation and income generation for high-net-worth and institutional clients through diversified exposure to equities, fixed income and alternatives, disciplined rebalancing, and liability-sensitive planning. Capital deployment favors fee-based, custody-integrated solutions and wrap strategies, with risk controls, scenario stress-testing, and governance to align portfolios with retirement, income and estate objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.52%
Gain +1.31%
Monthly
0.77%
Yearly
9.62%
Drawdown
10.88%
$283.15M
Equity
Holdings
$283.15M
Investment
$231.76M
$53.49M
Profit +$3.86M
Realized
$2.1M
Unrealized
$51.39M
Dividends
$8.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.31%
Profit
$3.86M
Win %
69%
This Week
Compared To Last Week
Gain
1.51%
Profit
$4.22M
Win %
69%
This Month
Compared to last month
Gain
-0.33%
Profit
-$930,559.25
Win %
69%
This Year
Compared to last year
Gain
9.69%
Profit
$28.28M
Win %
71%
META Meta Platforms Inc Class A
+4.67%
+$19,954.5 
IYW iShares U.S. Technology ETF
+3.73%
+$25,162.42 
NVDA NVIDIA Corporation
+3.54%
+$100,884.96 
VGT Vanguard Information Technology ETF
+3.42%
+$2.9M 
AMZN Amazon.com Inc
+3.13%
+$12,303.1 
AVGO Broadcom Inc.
+3.11%
+$58,068.01 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+3.02%
+$81,349.56 
GOOGL Alphabet Inc
+2.69%
+$6,633.63 
GOOG Alphabet Inc
+2.5%
+$77,945.46 
MSFT Microsoft Corp.
+2.31%
+$12,068.79 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$5,490.24 
AAPL Apple Inc.
+1.82%
+$177,029.85 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$618,905.4 
SCHB Schwab U.S. Broad Market ETF
+1.74%
+$4,934.01 
EWJ iShares MSCI Japan ETF
+1.46%
+$127,669.31 
SCHA Schwab U.S. Small-Cap ETF
+1%
+$3,413.55 
C Citigroup Inc.
+0.99%
+$3,450 
EBAY eBay Inc.
+0.53%
+$1,259.7 
VGK Vanguard FTSE Europe ETF
+0.28%
+$69,881 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.14%
+$45,743.81 
VOE Vanguard Mid-Cap Value ETF
+0.11%
+$260.05 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$31,072.48 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$6,246.54 
BNDX Vanguard Total International Bond ETF
+0.02%
+$1,726.35 
FLG
0%
$0 
PTEN Patterson-UTI Energy Inc.
-7.22%
-$16,683 
BP BP p.l.c. Sponsored ADR
-2.78%
-$6,069 
ABBV AbbVie Inc.
-2.7%
-$11,727.4 
FATE Fate Therapeutics Inc.
-2.43%
-$1,322.8 
IEV iShares Europe ETF
-1.6%
-$97,922.3 
IEFA iShares Core MSCI EAFE ETF
-1.01%
-$6,952.77 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$22,044.12 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$6,161.9 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$179.11 Events
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Dividends
Dividend Analysis
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| Trades 498 | Longs Won 208/498 41% | Profit Factor 31.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $265,515.91 | Best Trade (Jun 15) $21.44M | Sharpe Ratio -9.24 |
| Average Loss -$5,977.59 | Worst Trade (Jun 16) -$755,796.9 | Z-Score -9.94 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 5d | Expectancy $107,417.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.22% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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