Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025

Financial Advocates Investment Management has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 627 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.6M, Spdr S&P 500 ETF Trust with a value of $42.7M, Nvidia Corp with a value of $38.5M, Vanguard Total Stock Market Et with a value of $28.9M, and Microsoft Corp with a value of $26.2M.

Examining the 13F form we can see an decrease of $199M in the current position value, from $1.37B to 1.18B.

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 $1.18 Billion
ETFs: $814 Million
Technology: $160 Million
Industrials: $45 Million
Consumer Cyclical: $42.7 Million
Financial Services: $33 Million
Communication Services: $20.4 Million
Healthcare: $20 Million
Consumer Defensive: $13.1 Million
Other: $22.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$249M
$379,000 0.03% of portfolio
305,986
Q3 2024 New
$157M
$280,000 0.02% of portfolio
32,536
Q2 2025 New
$227M
$256,000 0.02% of portfolio
23,000
Q4 2024 Added 27.78%
$76.5M
$21,000 0.0% of portfolio
10,000
Q4 2024 New
$262M
$12,000 0.0% of portfolio
14,935
Q2 2025 Added 3.86%
$272M
$49,000 0.0% of portfolio
40,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 627
  • Current Value $1.18 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 61 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 393 stocks
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