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
$24.4B
$246,000 0.01% of portfolio
7,097
Q3 2024 Reduced 0.38%
$1.11B
$133,000 0.01% of portfolio
13,580
Q1 2024 New
$76.4B
$89,000 0.01% of portfolio
17,632
Q3 2024 Added 6.01%
$44.6B
$218,000 0.01% of portfolio
20,687
Q3 2024 Reduced 26.98%
$75.2B
$239,000 0.01% of portfolio
6,950
Q3 2024 Added 3.21%
$48.4B
$249,000 0.01% of portfolio
4,316
Q3 2024 Reduced 33.45%
$3.83B
$204,000 0.01% of portfolio
11,663
Q3 2024 Reduced 1.84%
$6.13B
$208,000 0.01% of portfolio
1,952
Q3 2024 New
$77.4B
$214,000 0.01% of portfolio
710
Q3 2024 New
$65.8M
$92,000 0.01% of portfolio
93,550
Q3 2024 Reduced 12.45%
$241M
$125,000 0.01% of portfolio
18,000
Q3 2024 Added 20.0%
$5.87B
$258,000 0.01% of portfolio
10,791
Q3 2024 Reduced 1.54%
$5.88B
$248,000 0.01% of portfolio
4,104
Q3 2024 Reduced 1.87%
$0
$244,000 0.01% of portfolio
12,362
Q3 2024 Added 21.93%
$1.96B
$91,000 0.01% of portfolio
50,250
Q4 2023 Reduced 16.6%
$46B
$182,000 0.01% of portfolio
58,548
Q3 2024 Added 176.74%
$19B
$254,000 0.01% of portfolio
8,576
Q3 2024 New
$225B
$215,000 0.01% of portfolio
795
Q3 2024 New
$0
$235,000 0.01% of portfolio
18,181
Q3 2024 Reduced 10.76%
$5.87B
$248,000 0.01% of portfolio
5,184
Q3 2024 Reduced 0.06%
$15.6B
$250,000 0.01% of portfolio
22,066
Q3 2024 Reduced 5.96%
$25.4B
$233,000 0.01% of portfolio
3,644
Q3 2024 New
$1.29B
$217,000 0.01% of portfolio
46,685
Q3 2024 Added 6.26%
$102B
$208,000 0.01% of portfolio
4,091
Q3 2024 New
$32.7B
$182,000 0.01% of portfolio
2,107
Q3 2024 New
$0
$122,000 0.01% of portfolio
15,151
Q3 2024 Added 0.18%
$19.4B
$247,000 0.01% of portfolio
3,005
Q3 2024 Reduced 5.68%
$11.6B
$227,000 0.01% of portfolio
3,064
Q3 2024 New
$59.2B
$223,000 0.01% of portfolio
3,636
Q3 2024 New
$9.05B
$132,000 0.01% of portfolio
11,847
Q3 2024 New
$4.56B
$204,000 0.01% of portfolio
3,064
Q3 2024 New
$142M
$161,000 0.01% of portfolio
10,076
Q3 2024 Reduced 10.64%
$148B
$205,000 0.01% of portfolio
3,166
Q3 2024 Reduced 12.93%
$0
$117,000 0.01% of portfolio
18,039
Q4 2023 Added 3.89%
$211M
$174,000 0.01% of portfolio
109,300
Q2 2024 Reduced 85.43%
$23.8B
$243,000 0.01% of portfolio
1,013
Q3 2024 New
$320M
$261,000 0.01% of portfolio
17,347
Q3 2024 Added 1.68%
$993M
$148,000 0.01% of portfolio
11,815
Q3 2024 Reduced 13.85%
$68.5B
$236,000 0.01% of portfolio
1,180
Q3 2024 Reduced 1.01%
$58.9B
$260,000 0.01% of portfolio
16,229
Q3 2024 Reduced 4.38%
$26B
$230,000 0.01% of portfolio
4,834
Q3 2024 New
$3.29B
$252,000 0.01% of portfolio
37,919
Q3 2024 Added 8.71%
$492M
$209,000 0.01% of portfolio
34,593
Q2 2024 New
$61.5B
$228,000 0.01% of portfolio
975
Q3 2024 New
$25.8B
$243,000 0.01% of portfolio
16,563
Q3 2024 Added 2.29%
$3.35B
$127,000 0.01% of portfolio
30,076
Q2 2024 Reduced 4.29%
$18.1B
$231,000 0.01% of portfolio
3,553
Q3 2024 New
$445M
$165,000 0.01% of portfolio
13,550
Q3 2024 Reduced 6.87%
$206B
$261,000 0.01% of portfolio
62
Q3 2024 Reduced 7.46%

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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