Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

Financial Advocates Investment Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.71 Billion distributed in 752 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.3M, Nvidia Corp with a value of $64.4M, Spdr S&P 500 ETF Trust with a value of $53.6M, Microsoft Corp with a value of $49.1M, and Spdr Portfolio with a value of $32.8M.

Examining the 13F form we can see an decrease of $70.7M in the current position value, from $1.78B to 1.71B.

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 $1.71 Billion
ETFs: $1.11 Billion
Technology: $264 Million
Consumer Cyclical: $73.4 Million
Financial Services: $67.2 Million
Industrials: $58.7 Million
Healthcare: $37.5 Million
Communication Services: $29 Million
Consumer Defensive: $27.5 Million
Other: $37.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$88.3 Million 5.18% of portfolio
352,694
Q4 2024 Reduced 3.72%
$311B
$64.4 Million 3.77% of portfolio
479,200
Q4 2024 Reduced 5.81%
$2.96T
$49.1 Million 2.88% of portfolio
116,422
Q4 2024 Reduced 3.14%
$2.16T
$28.1 Million 1.64% of portfolio
127,910
Q4 2024 Reduced 2.37%
$925B
$19.2 Million 1.13% of portfolio
47,656
Q4 2024 Reduced 10.09%
$669B
$9.57 Million 0.56% of portfolio
21,121
Q4 2024 Reduced 0.2%
$464B
$9.51 Million 0.56% of portfolio
10,376
Q4 2024 Reduced 1.72%
$37.6B
$8.78 Million 0.51% of portfolio
14,765
Q4 2024 Reduced 0.75%
$593B
$6.95 Million 0.41% of portfolio
22,005
Q4 2024 Reduced 15.58%
$1.02T
$6.74 Million 0.4% of portfolio
35,627
Q4 2024 Reduced 1.42%
$1.05T
$6.1 Million 0.36% of portfolio
32,033
Q4 2024 Added 4.59%
$1.5T
$6.08 Million 0.36% of portfolio
10,310
Q4 2024 Added 1.57%
$104B
$5.76 Million 0.34% of portfolio
32,541
Q4 2024 Added 8.23%
$133B
$5.52 Million 0.32% of portfolio
51,878
Q4 2024 Reduced 2.53%
$182B
$5.15 Million 0.3% of portfolio
14,195
Q4 2024 Reduced 0.35%
$776B
$4.89 Million 0.29% of portfolio
20,389
Q4 2024 Added 1.27%
$370B
$4.79 Million 0.28% of portfolio
26,968
Q4 2024 Reduced 6.71%
$875B
$4.64 Million 0.27% of portfolio
6,013
Q4 2024 Reduced 10.39%
$80.8B
$4.52 Million 0.26% of portfolio
19,509
Q4 2024 Added 10.09%
$412B
$4.4 Million 0.26% of portfolio
26,232
Q4 2024 Reduced 10.58%
$464B
$3.76 Million 0.22% of portfolio
34,918
Q4 2024 Added 6.7%
$2.39B
$3.57 Million 0.21% of portfolio
12,322
Q4 2024 Reduced 4.72%
$138B
$3.53 Million 0.21% of portfolio
49,176
Q4 2024 Reduced 11.17%
$550B
$3.49 Million 0.2% of portfolio
6,626
Q4 2024 Added 1.81%
$152B
$3.28 Million 0.19% of portfolio
14,368
Q4 2024 Reduced 0.59%
$0
$3.33 Million 0.19% of portfolio
156,155
Q4 2024 Added 2.74%
$133B
$3.02 Million 0.18% of portfolio
33,085
Q4 2024 Reduced 9.32%
$263B
$3.1 Million 0.18% of portfolio
52,294
Q4 2024 Added 0.39%
$431B
$3.04 Million 0.18% of portfolio
21,029
Q4 2024 Added 12.76%
$298B
$3.06 Million 0.18% of portfolio
9,167
Q4 2024 Added 2.22%
$167B
$2.92 Million 0.17% of portfolio
38,597
Q4 2024 Reduced 27.04%
$936B
$2.96 Million 0.17% of portfolio
14,986
Q4 2024 Reduced 6.55%
$37.1B
$2.88 Million 0.17% of portfolio
9,098
Q4 2024 Added 30.85%
$85.9B
$2.65 Million 0.16% of portfolio
4,170
Q4 2024 Added 4.85%
$406B
$2.68 Million 0.16% of portfolio
6,891
Q4 2024 Reduced 16.3%
$436B
$2.78 Million 0.16% of portfolio
3,116
Q4 2024 Reduced 22.51%
$165B
$2.64 Million 0.15% of portfolio
10,112
Q4 2024 Reduced 34.27%
$57B
$2.52 Million 0.15% of portfolio
13,864
Q4 2024 Added 158.46%
$83.7B
$2.5 Million 0.15% of portfolio
7,317
Q4 2024 Reduced 4.91%
$181B
$2.44 Million 0.14% of portfolio
61,079
Q4 2024 Reduced 11.74%
$161B
$2.14 Million 0.13% of portfolio
17,686
Q4 2024 Reduced 2.6%
$227B
$2.29 Million 0.13% of portfolio
7,891
Q4 2024 Added 1.17%
$282B
$2.2 Million 0.13% of portfolio
3,176
Q4 2024 Reduced 0.16%
$131B
$2.25 Million 0.13% of portfolio
7,692
Q4 2024 Reduced 1.51%
$444B
$1.97 Million 0.12% of portfolio
3,903
Q4 2024 Reduced 8.23%
$54.2B
$1.83 Million 0.11% of portfolio
26,863
Q4 2024 Reduced 4.7%
$234B
$1.91 Million 0.11% of portfolio
19,157
Q4 2024 Reduced 9.73%
$268B
$1.93 Million 0.11% of portfolio
21,381
Q4 2024 Added 10.79%
$57.3B
$1.63 Million 0.1% of portfolio
3,063
Q4 2024 Reduced 5.67%

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $1.71 Billion
  • Prior Value $1.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 317 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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