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
$107B
$1.97 Million 0.11% of portfolio
15,568
Q3 2024 Added 11.26%
$126B
$1.97 Million 0.11% of portfolio
52,904
Q3 2024 Reduced 1.87%
$29.6B
$2.04 Million 0.11% of portfolio
14,212
Q3 2024 New
$226B
$1.83 Million 0.1% of portfolio
5,182
Q3 2024 Added 4.98%
$223B
$1.76 Million 0.1% of portfolio
10,356
Q3 2024 Added 3.72%
$178B
$1.75 Million 0.1% of portfolio
14,463
Q3 2024 Added 0.47%
$52.1B
$1.8 Million 0.1% of portfolio
13,448
Q3 2024 Added 9.08%
$176B
$1.7 Million 0.1% of portfolio
9,996
Q3 2024 Added 2.98%
$142B
$1.72 Million 0.1% of portfolio
2,943
Q3 2024 Added 6.75%
$115B
$1.83 Million 0.1% of portfolio
5,364
Q3 2024 Added 7.82%
$165B
$1.7 Million 0.1% of portfolio
77,310
Q3 2024 Added 7.88%
$97.5B
$1.57 Million 0.09% of portfolio
17,787
Q3 2024 Added 9.63%
$245B
$1.56 Million 0.09% of portfolio
19,299
Q3 2024 Added 2.46%
$0
$1.56 Million 0.09% of portfolio
194,870
Q3 2024 Added 7.72%
$238B
$1.66 Million 0.09% of portfolio
3,214
Q3 2024 Added 2.16%
$202B
$1.64 Million 0.09% of portfolio
13,469
Q3 2024 Reduced 5.07%
$61B
$1.53 Million 0.09% of portfolio
3,247
Q3 2024 Added 0.28%
$135B
$1.6 Million 0.09% of portfolio
3,826
Q3 2024 Added 5.02%
$116B
$1.46 Million 0.08% of portfolio
3,148
Q3 2024 Added 17.95%
$100B
$1.51 Million 0.08% of portfolio
19,334
Q3 2024 Reduced 0.65%
$80B
$1.36 Million 0.08% of portfolio
2,889
Q3 2024 Added 2.88%
$156B
$1.4 Million 0.08% of portfolio
1,473
Q3 2024 Added 0.48%
$64.1B
$1.42 Million 0.08% of portfolio
10,806
Q3 2024 Added 2.72%
$146B
$1.48 Million 0.08% of portfolio
4,091
Q3 2024 Added 0.07%
$206B
$1.4 Million 0.08% of portfolio
12,304
Q3 2024 Added 1.81%
$0
$1.47 Million 0.08% of portfolio
161,786
Q3 2024 Reduced 6.58%
$203B
$1.17 Million 0.07% of portfolio
14,960
Q3 2024 Added 1.34%
$142B
$1.16 Million 0.07% of portfolio
15,419
Q3 2024 Added 7.34%
$211B
$1.18 Million 0.07% of portfolio
12,284
Q3 2024 Reduced 17.47%
$377B
$1.2 Million 0.07% of portfolio
30,172
Q3 2024 Reduced 14.65%
$200B
$1.21 Million 0.07% of portfolio
5,486
Q3 2024 Reduced 0.45%
$144B
$1.3 Million 0.07% of portfolio
44,909
Q3 2024 Added 3.13%
$113B
$1.27 Million 0.07% of portfolio
15,111
Q3 2024 Added 4.6%
$0
$1.23 Million 0.07% of portfolio
96,664
Q3 2024 Reduced 0.26%
$76.9B
$1.16 Million 0.07% of portfolio
10,595
Q3 2024 Reduced 1.86%
$87.6B
$1.25 Million 0.07% of portfolio
30,900
Q3 2024 Added 1.11%
$98.4B
$1.12 Million 0.06% of portfolio
8,242
Q3 2024 Added 112.75%
$224B
$1.05 Million 0.06% of portfolio
9,103
Q3 2024 Reduced 2.37%
$141B
$1.02 Million 0.06% of portfolio
6,681
Q3 2024 Added 5.9%
$84.2B
$1.06 Million 0.06% of portfolio
4,051
Q3 2024 Added 4.92%
$64B
$1.03 Million 0.06% of portfolio
3,647
Q3 2024 Added 1.64%
$19.5B
$999,000 0.06% of portfolio
3,449
Q3 2024 Added 2.65%
$39.9B
$1 Million 0.06% of portfolio
10,165
Q3 2024 Reduced 0.04%
$164B
$1.07 Million 0.06% of portfolio
3,959
Q3 2024 Reduced 2.17%
$40.3B
$1.09 Million 0.06% of portfolio
6,166
Q3 2024 Added 2.32%
$0
$981,000 0.06% of portfolio
48,519
Q3 2024 Added 4.66%
$0
$1.05 Million 0.06% of portfolio
67,040
Q3 2024 Reduced 5.59%
$518B
$1.05 Million 0.06% of portfolio
6,141
Q3 2024 Added 16.84%
$118B
$1.03 Million 0.06% of portfolio
3,583
Q3 2024 Added 0.17%

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
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