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
$547B
$6.95 Million 0.41% of portfolio
22,005
Q4 2024 Reduced 15.58%
$1.16T
$6.74 Million 0.4% of portfolio
35,627
Q4 2024 Reduced 1.42%
$0
$6.7 Million 0.39% of portfolio
148,205
Q4 2024 Added 265.07%
$0
$6.65 Million 0.39% of portfolio
203,046
Q4 2024 Added 2.58%
$0
$6.58 Million 0.39% of portfolio
140,254
Q4 2024 Reduced 9.46%
$0
$6.44 Million 0.38% of portfolio
27,676
Q4 2024 Reduced 29.3%
$0
$6.51 Million 0.38% of portfolio
127,899
Q4 2024 Added 352.02%
$0
$6.33 Million 0.37% of portfolio
63,059
Q4 2024 Reduced 1.93%
$0
$6.36 Million 0.37% of portfolio
74,052
Q4 2024 Added 1.96%
$0
$6.12 Million 0.36% of portfolio
68,894
Q4 2024 Reduced 21.09%
$1.2T
$6.1 Million 0.36% of portfolio
32,033
Q4 2024 Added 4.59%
$1.53T
$6.08 Million 0.36% of portfolio
10,310
Q4 2024 Added 1.57%
$0
$6.02 Million 0.35% of portfolio
168,052
Q4 2024 Added 28.79%
$106B
$5.76 Million 0.34% of portfolio
32,541
Q4 2024 Added 8.23%
$0
$5.55 Million 0.33% of portfolio
129,274
Q4 2024 Reduced 2.94%
$0
$5.68 Million 0.33% of portfolio
110,351
Q4 2024 Reduced 46.19%
$140B
$5.52 Million 0.32% of portfolio
51,878
Q4 2024 Reduced 2.53%
$0
$5.38 Million 0.32% of portfolio
132,323
Q4 2024 Reduced 2.48%
$206B
$5.15 Million 0.3% of portfolio
14,195
Q4 2024 Reduced 0.35%
$0
$5.07 Million 0.3% of portfolio
50,787
Q4 2024 Reduced 11.1%
$0
$5.11 Million 0.3% of portfolio
66,673
Q4 2024 Added 14.87%
$0
$5.07 Million 0.3% of portfolio
9,402
Q4 2024 Added 4.93%
$784B
$4.89 Million 0.29% of portfolio
20,389
Q4 2024 Added 1.27%
$0
$5.02 Million 0.29% of portfolio
98,080
Q4 2024 Added 4.42%
$0
$4.73 Million 0.28% of portfolio
61,194
Q4 2024 Added 14.01%
$306B
$4.84 Million 0.28% of portfolio
33,415
Q4 2024 Reduced 3.85%
$0
$4.77 Million 0.28% of portfolio
93,584
Q4 2024 Reduced 14.19%
$0
$4.76 Million 0.28% of portfolio
122,345
Q4 2024 Reduced 0.7%
$309B
$4.79 Million 0.28% of portfolio
26,968
Q4 2024 Reduced 6.71%
$765B
$4.64 Million 0.27% of portfolio
6,013
Q4 2024 Reduced 10.39%
$0
$4.65 Million 0.27% of portfolio
107,022
Q4 2024 Added 7.54%
$0
$4.5 Million 0.26% of portfolio
131,474
Q4 2024 Added 2.92%
$84B
$4.52 Million 0.26% of portfolio
19,509
Q4 2024 Added 10.09%
$394B
$4.4 Million 0.26% of portfolio
26,232
Q4 2024 Reduced 10.58%
$0
$4.23 Million 0.25% of portfolio
47,492
Q4 2024 Reduced 39.79%
$0
$4.26 Million 0.25% of portfolio
71,982
Q4 2024 Reduced 0.71%
$0
$4.11 Million 0.24% of portfolio
38,582
Q4 2024 Reduced 3.0%
$0
$4.04 Million 0.24% of portfolio
35,070
Q4 2024 Reduced 0.81%
$0
$4.04 Million 0.24% of portfolio
16,664
Q4 2024 Added 5.12%
$0
$3.95 Million 0.23% of portfolio
125,565
Q4 2024 Added 214.18%
$0
$3.99 Million 0.23% of portfolio
19,260
Q4 2024 Added 17.75%
$0
$3.91 Million 0.23% of portfolio
140,240
Q4 2024 Added 320.26%
$0
$3.99 Million 0.23% of portfolio
52,754
Q4 2024 Added 165.86%
$0
$3.98 Million 0.23% of portfolio
142,857
Q4 2024 Added 11.32%
$450B
$3.76 Million 0.22% of portfolio
34,918
Q4 2024 Added 6.7%
$0
$3.69 Million 0.22% of portfolio
82,158
Q4 2024 Added 3.17%
$0
$3.8 Million 0.22% of portfolio
40,003
Q4 2024 Added 16.02%
$0
$3.72 Million 0.22% of portfolio
27,018
Q4 2024 Reduced 72.09%
$14.5B
$3.62 Million 0.21% of portfolio
137,327
Q4 2024 Reduced 6.88%

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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