Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $164 Million
  • Q3 2025

Financial Advocates Investment Management has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.2M, Spdr Gold Trust with a value of $7.76M, Ishares Tr Core Aggressive All with a value of $6.31M, Pimco ETF Tr Enhanced Sht Matu with a value of $6.03M, and Ishares Core S&P 500 ETF with a value of $5.68M.

Examining the 13F form we can see an decrease of $1.01B in the current position value, from $1.18B to 164M.

Financial Advocates Investment Management is based out at Olympia, WA

Below you can find more details about Financial Advocates Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $164 Million
ETFs: $130 Million
Technology: $22.3 Million
Communication Services: $4.74 Million
Financial Services: $2.71 Million
Consumer Cyclical: $2.45 Million
Consumer Defensive: $544,000
Industrials: $479,000
Energy: $229,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.2 Million 11.11% of portfolio
71,372
Q3 2025 Reduced 67.87%
$130B
$7.76 Million 4.75% of portfolio
21,837
Q3 2025 Reduced 57.73%
$0
$6.31 Million 3.86% of portfolio
71,608
Q3 2025 Added 0.48%
$0
$6.03 Million 3.69% of portfolio
59,889
Q3 2025 Reduced 18.04%
$0
$5.68 Million 3.47% of portfolio
8,485
Q3 2025 Reduced 63.23%
$0
$4.74 Million 2.9% of portfolio
101,424
Q3 2025 Reduced 20.65%
$0
$4.63 Million 2.83% of portfolio
80,409
Q3 2025 Reduced 7.54%
$0
$4.51 Million 2.76% of portfolio
82,362
Q3 2025 Reduced 23.42%
$0
$4.44 Million 2.71% of portfolio
93,348
Q3 2025 Added 4.35%
$0
$4.18 Million 2.56% of portfolio
19,979
Q3 2025 Reduced 1.84%
$0
$4.06 Million 2.48% of portfolio
12,358
Q3 2025 Reduced 87.0%
$0
$3.95 Million 2.42% of portfolio
5,931
Q3 2025 Reduced 91.42%
$0
$3.66 Million 2.24% of portfolio
49,253
Q3 2025 Reduced 65.82%
$0
$3.65 Million 2.23% of portfolio
30,187
Q3 2025 Reduced 13.62%
$0
$3.11 Million 1.9% of portfolio
16,395
Q3 2025 Reduced 7.48%
$0
$3.02 Million 1.84% of portfolio
24,989
Q3 2025 Reduced 84.47%
$0
$2.97 Million 1.81% of portfolio
12,012
Q3 2025 Reduced 25.42%
$0
$2.94 Million 1.79% of portfolio
27,564
Q3 2025 Reduced 42.65%
$0
$2.73 Million 1.67% of portfolio
51,395
Q3 2025 Reduced 11.22%
$0
$2.53 Million 1.55% of portfolio
37,332
Q3 2025 Reduced 7.7%
$24.1B
$2.44 Million 1.49% of portfolio
57,484
Q3 2025 Reduced 44.8%
$0
$2.35 Million 1.44% of portfolio
24,395
Q3 2025 Reduced 49.21%
$3.78T
$2.36 Million 1.44% of portfolio
4,562
Q3 2025 Reduced 91.34%
$0
$2.34 Million 1.43% of portfolio
12,028
Q3 2025 Reduced 89.29%
$0
$2.1 Million 1.29% of portfolio
10,181
Q3 2025 Reduced 82.85%
$0
$2.05 Million 1.25% of portfolio
21,568
Q3 2025 Reduced 37.81%
$1.74T
$1.72 Million 1.05% of portfolio
7,052
Q3 2025 Reduced 58.65%
$1.37T
$1.72 Million 1.05% of portfolio
2,343
Q3 2025 Reduced 66.73%
$0
$1.66 Million 1.01% of portfolio
105,499
Q3 2025 Added 2.63%
$0
$1.62 Million 0.99% of portfolio
6,106
Q3 2025 Added 7.27%
$0
$1.58 Million 0.97% of portfolio
29,509
Q3 2025 Reduced 90.42%
$465B
$1.52 Million 0.93% of portfolio
8,160
Q3 2025 Reduced 96.65%
$0
$1.53 Million 0.93% of portfolio
22,499
Q3 2025 New
$0
$1.44 Million 0.88% of portfolio
15,174
Q3 2025 Reduced 90.84%
$2.39T
$1.4 Million 0.86% of portfolio
6,391
Q3 2025 Reduced 88.83%
$0
$1.36 Million 0.83% of portfolio
13,137
Q3 2025 Reduced 42.28%
$0
$1.32 Million 0.8% of portfolio
22,885
Q3 2025 Reduced 81.66%
$0
$1.28 Million 0.78% of portfolio
16,749
Q3 2025 Reduced 30.86%
$0
$1.28 Million 0.78% of portfolio
14,009
Q3 2025 Added 37.29%
$0
$1.16 Million 0.71% of portfolio
8,265
Q3 2025 Reduced 41.82%
$1.65T
$1.04 Million 0.64% of portfolio
4,286
Q3 2025 Reduced 83.1%
$0
$1.05 Million 0.64% of portfolio
7,519
Q3 2025 Reduced 52.83%
$0
$1.05 Million 0.64% of portfolio
14,356
Q3 2025 Reduced 6.96%
$0
$1.04 Million 0.64% of portfolio
4,100
Q3 2025 Reduced 77.67%
$0
$958,000 0.59% of portfolio
2,381
Q3 2025 Reduced 30.58%
$65.3B
$952,000 0.58% of portfolio
13,084
Q3 2025 Reduced 56.86%
$0
$901,000 0.55% of portfolio
10,091
Q3 2025 Reduced 78.26%
$0
$892,000 0.55% of portfolio
17,430
Q3 2025 Reduced 30.3%
$0
$842,000 0.51% of portfolio
20,045
Q3 2025 Reduced 92.76%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $164 Million
  • Prior Value $1.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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