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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$85.3 Million 4.8% of portfolio
366,327
Q3 2024 Reduced 2.71%
$354B
$61.8 Million 3.48% of portfolio
508,784
Q3 2024 Added 4.09%
$3.11T
$51.7 Million 2.91% of portfolio
120,196
Q3 2024 Added 0.86%
$2.01T
$24.4 Million 1.37% of portfolio
131,016
Q3 2024 Added 2.71%
$1.11T
$13.9 Million 0.78% of portfolio
53,003
Q3 2024 Added 1.83%
$614B
$9.74 Million 0.55% of portfolio
21,164
Q3 2024 Reduced 3.53%
$427B
$9.36 Million 0.53% of portfolio
10,558
Q3 2024 Reduced 0.53%
$507B
$7.17 Million 0.4% of portfolio
26,065
Q3 2024 Added 0.93%
$984B
$5.99 Million 0.34% of portfolio
36,140
Q3 2024 Added 1.8%
$45.3B
$5.94 Million 0.33% of portfolio
14,876
Q3 2024 Reduced 1.8%
$1.26T
$5.81 Million 0.33% of portfolio
10,151
Q3 2024 Added 1.07%
$711B
$5.94 Million 0.33% of portfolio
6,710
Q3 2024 Reduced 4.16%
$313B
$5.71 Million 0.32% of portfolio
28,907
Q3 2024 Added 0.68%
$210B
$5.57 Million 0.31% of portfolio
14,245
Q3 2024 Reduced 9.35%
$1.01T
$5.12 Million 0.29% of portfolio
30,628
Q3 2024 Reduced 0.45%
$418B
$5.08 Million 0.29% of portfolio
29,335
Q3 2024 Reduced 0.71%
$158B
$4.96 Million 0.28% of portfolio
15,385
Q3 2024 Added 3.67%
$149B
$4.68 Million 0.26% of portfolio
55,360
Q3 2024 Reduced 2.98%
$89B
$4.57 Million 0.26% of portfolio
30,067
Q3 2024 Added 4.1%
$729B
$4.24 Million 0.24% of portfolio
20,133
Q3 2024 Reduced 1.73%
$127B
$4.27 Million 0.24% of portfolio
53,226
Q3 2024 Added 1.75%
$508B
$3.84 Million 0.22% of portfolio
32,725
Q3 2024 Reduced 5.97%
$149B
$3.56 Million 0.2% of portfolio
14,453
Q3 2024 Added 0.77%
$118B
$3.56 Million 0.2% of portfolio
36,486
Q3 2024 Reduced 3.82%
$430B
$3.34 Million 0.19% of portfolio
8,233
Q3 2024 Added 0.06%
$0
$3.12 Million 0.18% of portfolio
151,985
Q3 2024 Added 6.56%
$497B
$3.21 Million 0.18% of portfolio
6,508
Q3 2024 Reduced 4.0%
$66.5B
$3.06 Million 0.17% of portfolio
17,721
Q3 2024 Added 1,026.57%
$406B
$3.02 Million 0.17% of portfolio
18,649
Q3 2024 Reduced 0.05%
$223B
$2.98 Million 0.17% of portfolio
18,158
Q3 2024 Reduced 2.42%
$181B
$3.11 Million 0.17% of portfolio
69,205
Q3 2024 Added 2.18%
$400B
$2.85 Million 0.16% of portfolio
4,021
Q3 2024 Added 1.82%
$240B
$2.77 Million 0.16% of portfolio
52,089
Q3 2024 Added 1.26%
$986B
$2.78 Million 0.16% of portfolio
16,036
Q3 2024 Added 13.55%
$267B
$2.65 Million 0.15% of portfolio
3,181
Q3 2024 Added 8.57%
$553B
$2.49 Million 0.14% of portfolio
4,253
Q3 2024 Reduced 2.92%
$251B
$2.41 Million 0.14% of portfolio
21,223
Q3 2024 Reduced 10.14%
$342B
$2.45 Million 0.14% of portfolio
8,968
Q3 2024 Added 1.36%
$90.8B
$2.51 Million 0.14% of portfolio
3,977
Q3 2024 Added 14.51%
$214B
$2.38 Million 0.13% of portfolio
7,800
Q3 2024 Reduced 2.49%
$64.4B
$2.27 Million 0.13% of portfolio
28,188
Q3 2024 Reduced 0.66%
$201B
$2.31 Million 0.13% of portfolio
3,735
Q3 2024 Reduced 0.4%
$127B
$2.16 Million 0.12% of portfolio
7,810
Q3 2024 Reduced 0.51%
$48.9B
$2.07 Million 0.12% of portfolio
6,953
Q3 2024 Added 12.47%
$220B
$2.12 Million 0.12% of portfolio
19,998
Q3 2024 Added 14.47%
$3.94B
$2.18 Million 0.12% of portfolio
12,933
Q3 2024 Added 1,430.53%
$237B
$2.11 Million 0.12% of portfolio
17,749
Q3 2024 Added 0.06%
$80B
$2.16 Million 0.12% of portfolio
7,695
Q3 2024 Added 39.53%
$276B
$1.96 Million 0.11% of portfolio
27,219
Q3 2024 Added 0.12%

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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