Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

Financial Advocates Investment Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.71 Billion distributed in 752 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.3M, Nvidia Corp with a value of $64.4M, Spdr S&P 500 ETF Trust with a value of $53.6M, Microsoft Corp with a value of $49.1M, and Spdr Portfolio with a value of $32.8M.

Examining the 13F form we can see an decrease of $70.7M in the current position value, from $1.78B to 1.71B.

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 $1.71 Billion
ETFs: $1.11 Billion
Technology: $264 Million
Consumer Cyclical: $73.4 Million
Financial Services: $67.2 Million
Industrials: $58.7 Million
Healthcare: $37.5 Million
Communication Services: $29 Million
Consumer Defensive: $27.5 Million
Other: $37.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$88.3 Million 5.18% of portfolio
352,694
Q4 2024 Reduced 3.72%
$291B
$64.4 Million 3.77% of portfolio
479,200
Q4 2024 Reduced 5.81%
$0
$53.6 Million 3.14% of portfolio
91,373
Q4 2024 Added 0.01%
$3.06T
$49.1 Million 2.88% of portfolio
116,422
Q4 2024 Reduced 3.14%
$0
$32.8 Million 1.92% of portfolio
372,683
Q4 2024 Added 4.45%
$0
$29.7 Million 1.74% of portfolio
102,616
Q4 2024 Added 6.51%
$2.42T
$28.1 Million 1.64% of portfolio
127,910
Q4 2024 Reduced 2.37%
$0
$24.9 Million 1.46% of portfolio
399,204
Q4 2024 Added 2.76%
$0
$23.2 Million 1.36% of portfolio
1,009,236
Q4 2024 Added 6.08%
$0
$22.9 Million 1.34% of portfolio
326,237
Q4 2024 Added 0.94%
$0
$20.4 Million 1.19% of portfolio
146,093
Q4 2024 Added 2.07%
$1.21T
$19.2 Million 1.13% of portfolio
47,656
Q4 2024 Reduced 10.09%
$0
$18.2 Million 1.07% of portfolio
35,630
Q4 2024 Added 9.9%
$0
$17.9 Million 1.05% of portfolio
43,696
Q4 2024 Reduced 0.01%
$0
$17.7 Million 1.04% of portfolio
182,731
Q4 2024 Added 7.21%
$0
$17.2 Million 1.01% of portfolio
169,325
Q4 2024 Reduced 10.71%
$0
$15.7 Million 0.92% of portfolio
66,566
Q4 2024 Added 3,675.72%
$0
$15.1 Million 0.89% of portfolio
292,705
Q4 2024 Added 209.17%
$89.7B
$15.1 Million 0.88% of portfolio
62,354
Q4 2024 Reduced 0.59%
$0
$15 Million 0.88% of portfolio
25,455
Q4 2024 Added 36.59%
$0
$14.7 Million 0.86% of portfolio
77,194
Q4 2024 Added 18.51%
$0
$13.4 Million 0.78% of portfolio
235,632
Q4 2024 Added 18.44%
$0
$12.7 Million 0.74% of portfolio
128,224
Q4 2024 Added 8.54%
$0
$12.7 Million 0.74% of portfolio
57,341
Q4 2024 Reduced 59.03%
$0
$12.4 Million 0.73% of portfolio
134,068
Q4 2024 Reduced 9.2%
$0
$12.1 Million 0.71% of portfolio
179,802
Q4 2024 Reduced 7.12%
$0
$11.8 Million 0.69% of portfolio
128,934
Q4 2024 Added 27.41%
$0
$11.5 Million 0.68% of portfolio
204,273
Q4 2024 Reduced 9.26%
$0
$11.4 Million 0.67% of portfolio
158,277
Q4 2024 Added 45.83%
$0
$11 Million 0.65% of portfolio
159,770
Q4 2024 Added 2.39%
$0
$10.8 Million 0.63% of portfolio
216,364
Q4 2024 Added 21.9%
$0
$10.6 Million 0.62% of portfolio
197,063
Q4 2024 Added 4.12%
$0
$10.6 Million 0.62% of portfolio
261,881
Q4 2024 Reduced 1.09%
$0
$10.4 Million 0.61% of portfolio
108,191
Q4 2024 Added 4.28%
$0
$9.86 Million 0.58% of portfolio
85,613
Q4 2024 Reduced 14.19%
$0
$9.89 Million 0.58% of portfolio
74,837
Q4 2024 Added 10.02%
$0
$9.68 Million 0.57% of portfolio
53,134
Q4 2024 Added 25.23%
$0
$9.58 Million 0.56% of portfolio
111,831
Q4 2024 Added 5.16%
$610B
$9.57 Million 0.56% of portfolio
21,121
Q4 2024 Reduced 0.2%
$445B
$9.51 Million 0.56% of portfolio
10,376
Q4 2024 Reduced 1.72%
$0
$9.39 Million 0.55% of portfolio
117,012
Q4 2024 Added 2.47%
$0
$9.09 Million 0.53% of portfolio
51,898
Q4 2024 Reduced 25.11%
$0
$9.04 Million 0.53% of portfolio
53,423
Q4 2024 Added 4.81%
$46.8B
$8.78 Million 0.51% of portfolio
14,765
Q4 2024 Reduced 0.75%
$0
$8.34 Million 0.49% of portfolio
91,225
Q4 2024 Reduced 16.16%
$0
$7.58 Million 0.44% of portfolio
61,334
Q4 2024 Reduced 9.3%
$0
$7.26 Million 0.43% of portfolio
34,487
Q4 2024 Added 8.22%
$0
$7.26 Million 0.43% of portfolio
69,257
Q4 2024 Reduced 18.86%
$0
$7.29 Million 0.43% of portfolio
206,624
Q4 2024 Reduced 3.34%

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $1.71 Billion
  • Prior Value $1.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 317 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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