Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025

Financial Advocates Investment Management has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 722 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $49.8M, Spdr S&P 500 ETF Trust with a value of $41.9M, Spdr Portfolio with a value of $28.9M, Vanguard Total Stock Market Et with a value of $27.4M, and Amazon Com Inc with a value of $22.5M.

Examining the 13F form we can see an decrease of $332M in the current position value, from $1.71B to 1.37B.

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 $1.37 Billion
ETFs: $970 Million
Technology: $134 Million
Consumer Cyclical: $54.8 Million
Financial Services: $53.5 Million
Industrials: $50.9 Million
Healthcare: $31.5 Million
Consumer Defensive: $22.8 Million
Energy: $18.6 Million
Other: $32.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$49.8 Million 3.63% of portfolio
459,845
Q1 2025 Reduced 4.04%
$0
$41.9 Million 3.05% of portfolio
74,989
Q1 2025 Reduced 17.93%
$0
$28.9 Million 2.1% of portfolio
359,716
Q1 2025 Reduced 3.48%
$0
$27.4 Million 2.0% of portfolio
99,870
Q1 2025 Reduced 2.68%
$2.05T
$22.5 Million 1.64% of portfolio
118,278
Q1 2025 Reduced 7.53%
$0
$20.3 Million 1.47% of portfolio
881,558
Q1 2025 Reduced 12.65%
$0
$19.9 Million 1.45% of portfolio
214,830
Q1 2025 Added 26.87%
$3.14T
$19.7 Million 1.44% of portfolio
88,865
Q1 2025 Reduced 74.8%
$0
$19.7 Million 1.43% of portfolio
155,130
Q1 2025 Added 6.19%
$107B
$19.5 Million 1.42% of portfolio
67,781
Q1 2025 Added 8.7%
$0
$18 Million 1.31% of portfolio
342,810
Q1 2025 Added 17.12%
$0
$17 Million 1.24% of portfolio
171,765
Q1 2025 Reduced 6.0%
$0
$16.7 Million 1.21% of portfolio
97,623
Q1 2025 Added 4.45%
$0
$16.1 Million 1.17% of portfolio
275,656
Q1 2025 Reduced 30.95%
$0
$14.5 Million 1.05% of portfolio
154,137
Q1 2025 Added 19.55%
$0
$14.4 Million 1.04% of portfolio
256,410
Q1 2025 Added 8.82%
$0
$13.5 Million 0.98% of portfolio
28,797
Q1 2025 Reduced 19.18%
$0
$13.4 Million 0.97% of portfolio
249,000
Q1 2025 Added 26.36%
$0
$13.3 Million 0.97% of portfolio
23,660
Q1 2025 Reduced 7.05%
$0
$13.2 Million 0.96% of portfolio
143,147
Q1 2025 Added 6.77%
$0
$13 Million 0.95% of portfolio
131,146
Q1 2025 Added 2.28%
$0
$12.6 Million 0.92% of portfolio
230,645
Q1 2025 Added 12.91%
$0
$11.5 Million 0.84% of portfolio
60,250
Q1 2025 Reduced 21.95%
$1.07T
$11.3 Million 0.83% of portfolio
43,766
Q1 2025 Reduced 8.16%
$0
$11.1 Million 0.81% of portfolio
150,847
Q1 2025 Reduced 4.69%
$0
$10.9 Million 0.79% of portfolio
305,619
Q1 2025 Added 47.91%
$3.36T
$10.8 Million 0.78% of portfolio
28,678
Q1 2025 Reduced 75.37%
$0
$10.4 Million 0.75% of portfolio
76,318
Q1 2025 Added 1.98%
$0
$10 Million 0.73% of portfolio
115,013
Q1 2025 Added 6.31%
$0
$9.9 Million 0.72% of portfolio
262,276
Q1 2025 Added 0.15%
$0
$8.79 Million 0.64% of portfolio
45,539
Q1 2025 Added 32.05%
$0
$8.77 Million 0.64% of portfolio
190,605
Q1 2025 Reduced 11.91%
$0
$8.13 Million 0.59% of portfolio
46,912
Q1 2025 Reduced 9.61%
$52B
$8.12 Million 0.59% of portfolio
15,441
Q1 2025 Added 4.58%
$0
$7.8 Million 0.57% of portfolio
81,835
Q1 2025 Added 525.12%
$0
$7.65 Million 0.56% of portfolio
149,886
Q1 2025 Added 17.19%
$0
$7.66 Million 0.56% of portfolio
149,973
Q1 2025 Added 52.91%
$0
$7.38 Million 0.54% of portfolio
64,832
Q1 2025 Added 5.7%
$655B
$7.25 Million 0.53% of portfolio
13,608
Q1 2025 Reduced 35.57%
$0
$7.23 Million 0.53% of portfolio
88,400
Q1 2025 Reduced 24.45%
$446B
$7.2 Million 0.52% of portfolio
7,617
Q1 2025 Reduced 26.59%
$0
$7.03 Million 0.51% of portfolio
211,423
Q1 2025 Added 4.13%
$0
$6.82 Million 0.5% of portfolio
79,422
Q1 2025 Added 7.25%
$0
$6.88 Million 0.5% of portfolio
37,759
Q1 2025 Reduced 28.94%
$0
$6.43 Million 0.47% of portfolio
70,146
Q1 2025 Reduced 23.11%
$0
$6.13 Million 0.45% of portfolio
140,620
Q1 2025 Added 0.26%
$1.41T
$5.94 Million 0.43% of portfolio
10,310
Q4 2024 Added 1.57%
$0
$5.9 Million 0.43% of portfolio
134,660
Q1 2025 Added 4.17%
$0
$5.89 Million 0.43% of portfolio
114,524
Q1 2025 Added 12.99%

Summary

  • Portfolio
  • No. of Stocks 722
  • Current Value $1.37 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 274 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 358 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