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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$85.3 Million 4.8% of portfolio
366,327
Q3 2024 Reduced 2.71%
$364B
$61.8 Million 3.48% of portfolio
508,784
Q3 2024 Added 4.09%
$0
$52.4 Million 2.95% of portfolio
91,368
Q3 2024 Reduced 8.17%
$3.1T
$51.7 Million 2.91% of portfolio
120,196
Q3 2024 Added 0.86%
$0
$30.9 Million 1.74% of portfolio
139,972
Q3 2024 Added 184.9%
$0
$29.6 Million 1.67% of portfolio
356,813
Q3 2024 Reduced 0.61%
$0
$28.9 Million 1.63% of portfolio
91,935
Q3 2024 New
$0
$27.3 Million 1.54% of portfolio
96,348
Q3 2024 Added 2.22%
$0
$25.2 Million 1.42% of portfolio
323,196
Q3 2024 Added 11.22%
$2.07T
$24.4 Million 1.37% of portfolio
131,016
Q3 2024 Added 2.71%
$0
$24.2 Million 1.36% of portfolio
388,500
Q3 2024 Added 10.13%
$0
$22.3 Million 1.26% of portfolio
951,364
Q3 2024 Added 17.54%
$0
$18.9 Million 1.06% of portfolio
143,127
Q3 2024 Added 13.95%
$0
$18.2 Million 1.02% of portfolio
189,627
Q3 2024 Reduced 20.94%
$0
$17.3 Million 0.97% of portfolio
170,440
Q3 2024 Added 1.66%
$0
$17.2 Million 0.97% of portfolio
95,736
Q3 2024 Added 14.38%
$0
$15.8 Million 0.89% of portfolio
125,313
Q3 2024 Added 1,428.21%
$0
$15.8 Million 0.89% of portfolio
32,420
Q3 2024 Reduced 8.1%
$84.4B
$15.2 Million 0.86% of portfolio
62,723
Q3 2024 Added 2.99%
$0
$14.9 Million 0.84% of portfolio
96,792
Q3 2024 Added 129.83%
$0
$14.1 Million 0.79% of portfolio
147,647
Q3 2024 Added 28.94%
$1.08T
$13.9 Million 0.78% of portfolio
53,003
Q3 2024 Added 1.83%
$0
$13.7 Million 0.77% of portfolio
166,730
Q3 2024 Added 44.77%
$0
$13 Million 0.73% of portfolio
225,114
Q3 2024 Added 1.2%
$0
$13 Million 0.73% of portfolio
193,582
Q3 2024 Reduced 1.69%
$0
$12.8 Million 0.72% of portfolio
65,138
Q3 2024 Reduced 7.15%
$0
$12.7 Million 0.71% of portfolio
198,941
Q3 2024 New
$0
$12.4 Million 0.7% of portfolio
69,295
Q3 2024 Reduced 3.65%
$0
$11.8 Million 0.66% of portfolio
118,131
Q3 2024 Added 17.8%
$0
$11.7 Million 0.66% of portfolio
99,771
Q3 2024 Added 20.24%
$0
$11 Million 0.62% of portfolio
205,092
Q3 2024 Added 30.7%
$0
$10.9 Million 0.61% of portfolio
264,767
Q3 2024 Added 1.7%
$0
$10.7 Million 0.6% of portfolio
18,636
Q3 2024 Reduced 10.04%
$0
$10.5 Million 0.59% of portfolio
156,040
Q3 2024 Reduced 0.56%
$0
$10.2 Million 0.57% of portfolio
189,265
Q3 2024 Added 8.95%
$0
$9.99 Million 0.56% of portfolio
108,809
Q3 2024 Reduced 48.93%
$0
$9.96 Million 0.56% of portfolio
103,752
Q3 2024 Added 60.64%
$0
$9.7 Million 0.55% of portfolio
101,200
Q3 2024 Reduced 2.45%
$610B
$9.74 Million 0.55% of portfolio
21,164
Q3 2024 Reduced 3.53%
$0
$9.56 Million 0.54% of portfolio
114,192
Q3 2024 Added 14.27%
$0
$9.66 Million 0.54% of portfolio
68,021
Q3 2024 Reduced 0.18%
$0
$9.34 Million 0.53% of portfolio
106,342
Q3 2024 Reduced 15.51%
$411B
$9.36 Million 0.53% of portfolio
10,558
Q3 2024 Reduced 0.53%
$0
$8.84 Million 0.5% of portfolio
39,145
Q3 2024 Added 46.99%
$0
$8.93 Million 0.5% of portfolio
85,353
Q3 2024 Added 1.95%
$0
$8.9 Million 0.5% of portfolio
50,970
Q3 2024 Added 0.39%
$0
$8.44 Million 0.47% of portfolio
177,494
Q3 2024 Reduced 9.48%
$0
$8.14 Million 0.46% of portfolio
67,624
Q3 2024 Added 30.23%
$0
$8.15 Million 0.46% of portfolio
108,537
Q3 2024 Reduced 30.44%

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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