Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025

Financial Advocates Investment Management has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 722 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $49.8M, Spdr S&P 500 ETF Trust with a value of $41.9M, Spdr Portfolio with a value of $28.9M, Vanguard Total Stock Market Et with a value of $27.4M, and Amazon Com Inc with a value of $22.5M.

Examining the 13F form we can see an decrease of $332M in the current position value, from $1.71B to 1.37B.

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 $1.37 Billion
ETFs: $970 Million
Technology: $134 Million
Consumer Cyclical: $54.8 Million
Financial Services: $53.5 Million
Industrials: $50.9 Million
Healthcare: $31.5 Million
Consumer Defensive: $22.8 Million
Energy: $18.6 Million
Other: $32.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.14 Million 0.23% of portfolio
140,390
Q1 2025 Reduced 10.1%
$0
$1.42 Million 0.1% of portfolio
219,728
Q1 2025 Added 1.81%
$0
$1.15 Million 0.08% of portfolio
136,682
Q4 2024 Reduced 15.52%
$0
$989,000 0.07% of portfolio
85,300
Q1 2025 Added 1.77%
$0
$1.03 Million 0.07% of portfolio
83,839
Q1 2025 Reduced 16.59%
$0
$920,000 0.07% of portfolio
49,079
Q1 2025 Added 1.59%
$0
$854,000 0.06% of portfolio
35,515
Q1 2025 Reduced 1.93%
$0
$663,000 0.05% of portfolio
77,175
Q1 2025 Reduced 20.48%
$0
$703,000 0.05% of portfolio
55,982
Q1 2025 Added 8.17%
$0
$653,000 0.05% of portfolio
45,899
Q1 2025 Reduced 8.02%
$0
$514,000 0.04% of portfolio
55,193
Q4 2024 Reduced 0.88%
$0
$417,000 0.03% of portfolio
14,709
Q1 2025 New
$0
$355,000 0.03% of portfolio
43,914
Q1 2025 Reduced 42.73%
$0
$425,000 0.03% of portfolio
19,213
Q1 2025 Reduced 8.13%
$0
$241,000 0.02% of portfolio
23,924
Q1 2025 Reduced 4.84%
$0
$245,000 0.02% of portfolio
25,562
Q1 2025 Reduced 2.8%
$0
$250,000 0.02% of portfolio
23,076
Q1 2025 Reduced 37.0%
$0
$316,000 0.02% of portfolio
13,344
Q1 2025 Added 3.83%
$0
$105,000 0.01% of portfolio
13,264
Q1 2025 Reduced 12.65%
$0
$200,000 0.01% of portfolio
8,637
Q1 2025 Added 1.02%
$0
$177,000 0.01% of portfolio
20,600
Q1 2025 Reduced 10.56%
$0
$133,000 0.01% of portfolio
15,835
Q1 2025 Added 2.2%
$0
$124,000 0.01% of portfolio
20,391
Q1 2025 Added 18.51%
$0
$0 0.0% of portfolio
10,932
Q1 2025 Reduced 3.69%

Summary

  • Portfolio
  • No. of Stocks 722
  • Current Value $1.37 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 274 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 358 stocks
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