Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q4 2024 Added 63.55%
$1.83B
$58,000 0.0% of portfolio
11,275
Q4 2024 Reduced 4.11%
Destiny Tech100 Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Psq Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.23%
Primo Brands Corporation
-
$0 0.0% of portfolio
-
Q4 2024 New
$1.14B
$25,000 0.0% of portfolio
11,982
Q4 2024 Reduced 11.94%
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Added 10.31%
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 9.3%
Pgim ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.66%
$72.7M
$17,000 0.0% of portfolio
10,000
Q4 2024 New
Nano Nuclear Energy Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q4 2024 Added 3.42%
Fortress Biotech Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 6.44%
$0
$0 0.0% of portfolio
10,620
Q4 2024 Reduced 37.61%
Franklin Templeton ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 53.95%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 15.97%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$86.4M
$70,000 0.0% of portfolio
78,616
Q4 2024 Reduced 15.96%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$6.81M
$27,000 0.0% of portfolio
27,000
Q2 2024 Added 35.0%
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.63%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Lithium Americas Argentina C
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.2%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Thomson Reuters Corp.
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.86%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 208.33%
Kartoon Studios Inc.
-
$0 0.0% of portfolio
-
Q1 2023 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $1.71 Billion
  • Prior Value $1.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 317 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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