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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$49.8 Million 3.63% of portfolio
459,845
Q1 2025 Reduced 4.04%
$2.32T
$22.5 Million 1.64% of portfolio
118,278
Q1 2025 Reduced 7.53%
$3.45T
$19.7 Million 1.44% of portfolio
88,865
Q1 2025 Reduced 74.8%
$1.05T
$11.3 Million 0.83% of portfolio
43,766
Q1 2025 Reduced 8.16%
$3.77T
$10.8 Million 0.78% of portfolio
28,678
Q1 2025 Reduced 75.37%
$51.2B
$8.12 Million 0.59% of portfolio
15,441
Q1 2025 Added 4.58%
$622B
$7.25 Million 0.53% of portfolio
13,608
Q1 2025 Reduced 35.57%
$417B
$7.2 Million 0.52% of portfolio
7,617
Q1 2025 Reduced 26.59%
$1.58T
$5.94 Million 0.43% of portfolio
10,310
Q4 2024 Added 1.57%
$738B
$5.11 Million 0.37% of portfolio
6,191
Q1 2025 Added 2.96%
$147B
$4.89 Million 0.36% of portfolio
51,235
Q1 2025 Reduced 1.24%
$294B
$4.79 Million 0.35% of portfolio
28,636
Q1 2025 Reduced 14.3%
$855B
$4.73 Million 0.34% of portfolio
19,301
Q1 2025 Reduced 5.34%
$136B
$4.56 Million 0.33% of portfolio
26,719
Q1 2025 Reduced 17.89%
$220B
$4.5 Million 0.33% of portfolio
13,653
Q1 2025 Reduced 3.82%
$3.98B
$3.79 Million 0.28% of portfolio
13,140
Q1 2025 Added 6.64%
$113B
$3.34 Million 0.24% of portfolio
19,966
Q1 2025 Added 2.34%
$0
$3.14 Million 0.23% of portfolio
140,390
Q1 2025 Reduced 10.1%
$92.6B
$3.06 Million 0.22% of portfolio
5,032
Q1 2025 Added 20.67%
$530B
$2.81 Million 0.2% of portfolio
3,013
Q1 2025 Reduced 3.31%
$375B
$2.73 Million 0.2% of portfolio
16,039
Q1 2025 Reduced 38.86%
$293B
$2.6 Million 0.19% of portfolio
30,764
Q1 2025 Reduced 20.29%
$264B
$2.57 Million 0.19% of portfolio
9,579
Q1 2025 Added 4.49%
$575B
$2.55 Million 0.19% of portfolio
7,290
Q1 2025 Reduced 66.87%
$164B
$2.58 Million 0.19% of portfolio
8,296
Q1 2025 Reduced 17.96%
$380B
$2.44 Million 0.18% of portfolio
6,652
Q1 2025 Reduced 3.47%
$101B
$2.41 Million 0.18% of portfolio
6,849
Q1 2025 Reduced 6.4%
$56.5B
$2.54 Million 0.18% of portfolio
9,990
Q1 2025 Added 9.8%
$58.9B
$2.4 Million 0.17% of portfolio
14,043
Q1 2025 Added 1.29%
$452B
$2.34 Million 0.17% of portfolio
19,636
Q1 2025 Reduced 43.77%
$111B
$2.34 Million 0.17% of portfolio
23,878
Q1 2025 Reduced 27.83%
$533B
$2.28 Million 0.17% of portfolio
4,159
Q1 2025 Reduced 37.23%
$331B
$2.24 Million 0.16% of portfolio
10,705
Q1 2025 Reduced 60.3%
$439B
$2.05 Million 0.15% of portfolio
12,345
Q1 2025 Reduced 41.3%
$256B
$2.07 Million 0.15% of portfolio
13,030
Q1 2025 Added 1.85%
$280B
$2.04 Million 0.15% of portfolio
3,076
Q1 2025 Reduced 3.15%
$1.22T
$2.03 Million 0.15% of portfolio
12,229
Q1 2025 Reduced 18.4%
$1.14T
$1.89 Million 0.14% of portfolio
12,207
Q1 2025 Reduced 65.74%
$180B
$1.97 Million 0.14% of portfolio
43,471
Q1 2025 Reduced 28.83%
$182B
$1.87 Million 0.14% of portfolio
25,628
Q1 2025 Added 72.03%
$267B
$1.97 Million 0.14% of portfolio
3,767
Q1 2025 Reduced 3.48%
$220B
$1.95 Million 0.14% of portfolio
6,233
Q1 2025 Reduced 21.01%
$260B
$1.75 Million 0.13% of portfolio
19,948
Q1 2025 Reduced 6.7%
$152B
$1.74 Million 0.13% of portfolio
24,498
Q1 2025 Reduced 50.18%
$101B
$1.83 Million 0.13% of portfolio
16,378
Q1 2025 Added 15.49%
$301B
$1.72 Million 0.13% of portfolio
24,037
Q1 2025 Reduced 16.45%
$153B
$1.62 Million 0.12% of portfolio
3,446
Q1 2025 Reduced 5.54%
$55.6B
$1.65 Million 0.12% of portfolio
7,115
Q1 2025 New
$250B
$1.71 Million 0.12% of portfolio
16,679
Q1 2025 Reduced 5.69%

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
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