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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.43B
$2.18 Million 0.12% of portfolio
12,933
Q3 2024 Added 1,430.53%
$8.47B
$944,000 0.05% of portfolio
15,904
Q3 2024 Added 1.54%
$2.08B
$822,000 0.05% of portfolio
25,669
Q3 2024 Reduced 5.46%
$9.55B
$771,000 0.04% of portfolio
945
Q3 2024 Added 0.11%
$6.19B
$729,000 0.04% of portfolio
15,956
Q3 2024 Reduced 23.78%
$8.53B
$277,000 0.02% of portfolio
3,196
Q3 2024 Added 7.18%
$9.32B
$417,000 0.02% of portfolio
2,399
Q3 2024 Added 7.77%
$9.1B
$331,000 0.02% of portfolio
3,694
Q3 2024 Added 1.88%
$4.68B
$427,000 0.02% of portfolio
2,684
Q3 2024 Added 536.02%
$7.01B
$311,000 0.02% of portfolio
17,343
Q3 2024 Added 6.33%
$6.74B
$440,000 0.02% of portfolio
9,735
Q3 2024 Added 9.33%
$4.06B
$295,000 0.02% of portfolio
4,828
Q3 2024 Reduced 6.76%
$8.61B
$443,000 0.02% of portfolio
3,928
Q3 2024 Reduced 15.47%
$5.64B
$322,000 0.02% of portfolio
2,508
Q3 2024 Added 8.9%
$6.97B
$303,000 0.02% of portfolio
5,706
Q3 2024 Added 7.42%
$6.94B
$346,000 0.02% of portfolio
11,684
Q3 2024 Added 6.14%
$4.17B
$334,000 0.02% of portfolio
3,854
Q3 2024 Added 6.94%
$2.03B
$152,000 0.01% of portfolio
10,150
Q3 2024 Reduced 0.25%
$3.17B
$153,000 0.01% of portfolio
10,140
Q2 2024 New
$3.81B
$204,000 0.01% of portfolio
11,663
Q3 2024 Reduced 1.84%
$5.98B
$208,000 0.01% of portfolio
1,952
Q3 2024 New
$5.57B
$258,000 0.01% of portfolio
10,791
Q3 2024 Reduced 1.54%
$5.64B
$248,000 0.01% of portfolio
4,104
Q3 2024 Reduced 1.87%
$5.59B
$248,000 0.01% of portfolio
5,184
Q3 2024 Reduced 0.06%
$8.88B
$132,000 0.01% of portfolio
11,847
Q3 2024 New
$4.53B
$204,000 0.01% of portfolio
3,064
Q3 2024 New
$3.35B
$252,000 0.01% of portfolio
37,919
Q3 2024 Added 8.71%
$3.17B
$127,000 0.01% of portfolio
30,076
Q2 2024 Reduced 4.29%
$4.56B
$225,000 0.01% of portfolio
8,916
Q3 2024 New
$3.77B
$67,000 0.0% of portfolio
13,383
Q3 2024 Reduced 3.05%

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