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 Market Cap. of $200 Billions or more
