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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.12 Million 0.18% of portfolio
151,985
Q3 2024 Added 6.56%
$0
$1.56 Million 0.09% of portfolio
194,870
Q3 2024 Added 7.72%
$0
$1.47 Million 0.08% of portfolio
161,786
Q3 2024 Reduced 6.58%
$0
$1.23 Million 0.07% of portfolio
96,664
Q3 2024 Reduced 0.26%
$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%
$0
$832,000 0.05% of portfolio
40,835
Q2 2024 Added 11.16%
$0
$893,000 0.05% of portfolio
18,798
Q3 2024 Reduced 6.78%
$0
$824,000 0.05% of portfolio
78,905
Q3 2024 Added 18.99%
$0
$837,000 0.05% of portfolio
96,788
Q3 2024 Added 0.41%
$0
$768,000 0.04% of portfolio
77,899
Q3 2024 Added 77.2%
$0
$534,000 0.03% of portfolio
55,685
Q3 2024 Added 0.89%
$0
$600,000 0.03% of portfolio
42,356
Q3 2024 Added 44.87%
$0
$295,000 0.02% of portfolio
25,295
Q3 2024 Added 10.37%
$0
$288,000 0.02% of portfolio
24,180
Q3 2024 Added 10.48%
$0
$278,000 0.02% of portfolio
7,106
Q3 2024 Reduced 5.32%
$0
$386,000 0.02% of portfolio
18,463
Q3 2024 Added 6.95%
$0
$322,000 0.02% of portfolio
12,852
Q3 2024 Reduced 3.69%
$0
$244,000 0.01% of portfolio
12,362
Q3 2024 Added 21.93%
$0
$235,000 0.01% of portfolio
18,181
Q3 2024 Reduced 10.76%
$0
$122,000 0.01% of portfolio
15,151
Q3 2024 Added 0.18%
$0
$117,000 0.01% of portfolio
18,039
Q4 2023 Added 3.89%
$0
$208,000 0.01% of portfolio
8,467
Q3 2024 New
$0
$109,000 0.01% of portfolio
12,800
Q3 2024 New
$0
$145,000 0.01% of portfolio
15,161
Q3 2024 Added 1.87%
$10.5M
$5,000 0.0% of portfolio
12,500
Q3 2024 New
$17M
$37,000 0.0% of portfolio
27,000
Q2 2024 Added 35.0%

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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