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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$501B
$3.84 Million 0.22% of portfolio
32,725
Q3 2024 Reduced 5.97%
$0
$3.89 Million 0.22% of portfolio
15,853
Q3 2024 Added 22.65%
$0
$3.99 Million 0.22% of portfolio
35,356
Q3 2024 Reduced 3.73%
$0
$3.68 Million 0.21% of portfolio
58,730
Q3 2024 Added 1.4%
$0
$3.73 Million 0.21% of portfolio
128,327
Q3 2024 Added 3.84%
$0
$3.81 Million 0.21% of portfolio
21,896
Q3 2024 Added 14.33%
$0
$3.52 Million 0.2% of portfolio
38,793
Q3 2024 Reduced 0.36%
$0
$3.48 Million 0.2% of portfolio
33,370
Q3 2024 Reduced 8.46%
$144B
$3.56 Million 0.2% of portfolio
14,453
Q3 2024 Added 0.77%
$0
$3.47 Million 0.2% of portfolio
65,675
Q3 2024 Reduced 3.08%
$113B
$3.56 Million 0.2% of portfolio
36,486
Q3 2024 Reduced 3.82%
$0
$3.58 Million 0.2% of portfolio
25,666
Q3 2024 Reduced 1.19%
$42.4B
$3.47 Million 0.2% of portfolio
69,741
Q3 2024 Added 7.86%
$0
$3.62 Million 0.2% of portfolio
79,633
Q3 2024 Added 3.17%
$0
$3.6 Million 0.2% of portfolio
28,071
Q3 2024 Reduced 3.32%
$0
$3.32 Million 0.19% of portfolio
16,356
Q3 2024 Reduced 33.92%
$409B
$3.34 Million 0.19% of portfolio
8,233
Q3 2024 Added 0.06%
$0
$3.12 Million 0.18% of portfolio
151,985
Q3 2024 Added 6.56%
$489B
$3.21 Million 0.18% of portfolio
6,508
Q3 2024 Reduced 4.0%
$0
$3.13 Million 0.18% of portfolio
34,480
Q3 2024 Reduced 7.7%
$0
$3.12 Million 0.18% of portfolio
89,271
Q3 2024 Added 6.63%
$0
$3.25 Million 0.18% of portfolio
35,332
Q3 2024 Added 6.2%
$66.1B
$3.06 Million 0.17% of portfolio
17,721
Q3 2024 Added 1,026.57%
$400B
$3.02 Million 0.17% of portfolio
18,649
Q3 2024 Reduced 0.05%
$222B
$2.98 Million 0.17% of portfolio
18,158
Q3 2024 Reduced 2.42%
$0
$3.05 Million 0.17% of portfolio
47,725
Q3 2024 Added 7.53%
$0
$3.05 Million 0.17% of portfolio
50,960
Q3 2024 Added 56.72%
$0
$2.96 Million 0.17% of portfolio
86,192
Q3 2024 Reduced 2.94%
$0
$2.94 Million 0.17% of portfolio
71,225
Q3 2024 Added 7.5%
$0
$2.98 Million 0.17% of portfolio
37,117
Q3 2024 Added 6.47%
$177B
$3.11 Million 0.17% of portfolio
69,205
Q3 2024 Added 2.18%
$0
$2.76 Million 0.16% of portfolio
59,295
Q3 2024 Reduced 0.69%
$0
$2.8 Million 0.16% of portfolio
10,622
Q3 2024 Added 6.39%
$393B
$2.85 Million 0.16% of portfolio
4,021
Q3 2024 Added 1.82%
$236B
$2.77 Million 0.16% of portfolio
52,089
Q3 2024 Added 1.26%
$0
$2.78 Million 0.16% of portfolio
66,940
Q3 2024 New
$0
$2.9 Million 0.16% of portfolio
110,899
Q3 2024 Reduced 0.23%
$0
$2.92 Million 0.16% of portfolio
7,776
Q3 2024 Reduced 5.85%
$977B
$2.78 Million 0.16% of portfolio
16,036
Q3 2024 Added 13.55%
$0
$2.75 Million 0.15% of portfolio
60,874
Q3 2024 Reduced 0.02%
$0
$2.69 Million 0.15% of portfolio
54,468
Q3 2024 Reduced 5.09%
$0
$2.63 Million 0.15% of portfolio
55,884
Q3 2024 Reduced 26.93%
$0
$2.65 Million 0.15% of portfolio
11,182
Q3 2024 Reduced 0.42%
$0
$2.6 Million 0.15% of portfolio
22,573
Q3 2024 Added 38.52%
$262B
$2.65 Million 0.15% of portfolio
3,181
Q3 2024 Added 8.57%
$0
$2.65 Million 0.15% of portfolio
51,755
Q3 2024 Reduced 1.14%
$0
$2.52 Million 0.14% of portfolio
35,175
Q3 2024 Reduced 58.09%
$0
$2.48 Million 0.14% of portfolio
48,845
Q3 2024 Reduced 4.72%
$0
$2.47 Million 0.14% of portfolio
51,653
Q3 2024 Added 0.02%

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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