Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

Financial Advocates Investment Management has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.78 Billion distributed in 768 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85.3M, Nvidia Corp with a value of $61.8M, Spdr S&P 500 ETF Trust with a value of $52.4M, Microsoft Corp with a value of $51.7M, and Ishares Russell 2000 ETF with a value of $30.9M.

Examining the 13F form we can see an increase of $192M in the current position value, from $1.59B to 1.78B.

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 $1.78 Billion
ETFs: $1.18 Billion
Technology: $259 Million
Financial Services: $67.7 Million
Consumer Cyclical: $67.3 Million
Industrials: $55 Million
Healthcare: $45.6 Million
Consumer Defensive: $29.6 Million
Communication Services: $28.8 Million
Other: $43.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$387,000 0.02% of portfolio
1,763
Q3 2024 Reduced 29.54%
$0
$423,000 0.02% of portfolio
1,835
Q3 2024 New
$0
$280,000 0.02% of portfolio
2,609
Q3 2024 Reduced 84.62%
$0
$317,000 0.02% of portfolio
3,808
Q3 2024 Added 1.09%
$0
$272,000 0.02% of portfolio
5,002
Q3 2024 Reduced 9.95%
$0
$271,000 0.02% of portfolio
2,825
Q3 2024 Reduced 4.2%
$0
$435,000 0.02% of portfolio
11,328
Q3 2024 Added 10.7%
$0
$361,000 0.02% of portfolio
7,072
Q3 2024 Added 0.76%
$0
$297,000 0.02% of portfolio
12,231
Q3 2024 Reduced 0.82%
$0
$359,000 0.02% of portfolio
6,784
Q3 2024 Reduced 11.57%
$0
$421,000 0.02% of portfolio
7,983
Q3 2024 Reduced 0.55%
$0
$273,000 0.02% of portfolio
5,484
Q3 2024 Reduced 7.91%
$0
$285,000 0.02% of portfolio
8,882
Q3 2024 Reduced 5.44%
$0
$267,000 0.02% of portfolio
3,601
Q3 2024 Reduced 0.44%
$0
$332,000 0.02% of portfolio
6,387
Q3 2024 Added 1.59%
$0
$368,000 0.02% of portfolio
11,396
Q3 2024 Added 0.79%
$0
$366,000 0.02% of portfolio
10,554
Q3 2024 Added 0.01%
$0
$303,000 0.02% of portfolio
3,590
Q3 2024 Added 10.26%
$0
$331,000 0.02% of portfolio
4,275
Q3 2024 Reduced 37.13%
$0
$287,000 0.02% of portfolio
9,040
Q3 2024 Added 0.69%
$0
$274,000 0.02% of portfolio
1,369
Q3 2024 Added 0.07%
$0
$238,000 0.01% of portfolio
4,026
Q3 2024 New
$0
$136,000 0.01% of portfolio
2,375
Q3 2024 Reduced 88.32%
$0
$242,000 0.01% of portfolio
13,414
Q3 2024 Reduced 1.77%
$0
$240,000 0.01% of portfolio
2,959
Q3 2024 New
$0
$181,000 0.01% of portfolio
2,569
Q3 2024 New
$0
$214,000 0.01% of portfolio
3,718
Q3 2024 Added 1.86%
$0
$207,000 0.01% of portfolio
2,768
Q2 2024 Reduced 6.04%
$0
$204,000 0.01% of portfolio
3,578
Q3 2024 New
$0
$250,000 0.01% of portfolio
8,923
Q3 2024 Added 1.31%
$0
$208,000 0.01% of portfolio
1,197
Q3 2024 Reduced 4.16%
$0
$228,000 0.01% of portfolio
1,950
Q3 2024 Reduced 33.92%
$0
$230,000 0.01% of portfolio
874
Q3 2024 Added 0.81%
$0
$256,000 0.01% of portfolio
2,042
Q3 2024 Reduced 0.68%
$0
$258,000 0.01% of portfolio
5,076
Q3 2024 Added 14.22%
$0
$240,000 0.01% of portfolio
5,768
Q3 2024 Added 2.14%
$0
$169,000 0.01% of portfolio
650
Q3 2024 New
$0
$101,000 0.01% of portfolio
2,168
Q3 2024 New
$0
$228,000 0.01% of portfolio
4,152
Q3 2024 New
$0
$146,000 0.01% of portfolio
11,892
Q3 2024 New
$0
$256,000 0.01% of portfolio
3,701
Q3 2024 Added 13.53%
$0
$208,000 0.01% of portfolio
8,582
Q3 2024 Reduced 1.71%
$0
$227,000 0.01% of portfolio
7,681
Q3 2024 New
$0
$253,000 0.01% of portfolio
8,319
Q3 2024 Added 1.51%
$0
$227,000 0.01% of portfolio
4,645
Q2 2024 Added 4.26%
$0
$264,000 0.01% of portfolio
8,585
Q3 2024 New
$0
$205,000 0.01% of portfolio
2,104
Q3 2024 Reduced 24.4%
$0
$170,000 0.01% of portfolio
3,486
Q3 2024 New
$0
$0 0.0% of portfolio
2,665
Q3 2024 Reduced 37.5%

Summary

  • Portfolio
  • No. of Stocks 768
  • Current Value $1.78 Billion
  • Prior Value $1.59 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 379 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 284 stocks
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