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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.73B
$824,000 0.05% of portfolio
14,306
Q3 2024 Added 3.37%
$1.8B
$499,000 0.03% of portfolio
1,199
Q3 2024 Added 75.29%
$1.41B
$436,000 0.02% of portfolio
8,839
Q3 2024 Reduced 20.3%
$1.12B
$271,000 0.02% of portfolio
6,266
Q2 2024 New
$1.42B
$370,000 0.02% of portfolio
6,876
Q3 2024 Reduced 5.09%
$1.27B
$295,000 0.02% of portfolio
22,102
Q3 2024 Added 0.03%
$355M
$114,000 0.01% of portfolio
70,020
Q3 2024 New
$1.79B
$160,000 0.01% of portfolio
11,380
Q3 2024 Added 9.63%
$1.04B
$133,000 0.01% of portfolio
13,580
Q1 2024 New
$1.54B
$91,000 0.01% of portfolio
50,250
Q4 2023 Reduced 16.6%
$314M
$261,000 0.01% of portfolio
17,347
Q3 2024 Added 1.68%
$906M
$148,000 0.01% of portfolio
11,815
Q3 2024 Reduced 13.85%
$423M
$209,000 0.01% of portfolio
34,593
Q2 2024 New
$393M
$165,000 0.01% of portfolio
13,550
Q3 2024 Reduced 6.87%
$394M
$28,000 0.0% of portfolio
20,805
Q3 2024 New
$1.63B
$80,000 0.0% of portfolio
13,455
Q3 2024 Reduced 6.59%
$349M
$32,000 0.0% of portfolio
15,380
Q4 2023 Reduced 24.53%
$1.75B
$57,000 0.0% of portfolio
6,000
Q3 2024 New
$1.91B
$67,000 0.0% of portfolio
11,758
Q3 2024 Reduced 0.56%

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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email