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
$3.62 Million 0.21% of portfolio
48,468
Q4 2024 Reduced 47.99%
$0
$3.51 Million 0.21% of portfolio
25,915
Q4 2024 Added 0.97%
$0
$3.57 Million 0.21% of portfolio
82,073
Q4 2024 Added 34.82%
$0
$3.6 Million 0.21% of portfolio
75,218
Q4 2024 Added 14.53%
$50B
$3.61 Million 0.21% of portfolio
72,981
Q4 2024 Added 4.65%
$0
$3.54 Million 0.21% of portfolio
59,255
Q4 2024 Added 16.28%
$0
$3.6 Million 0.21% of portfolio
41,274
Q4 2024 Added 110.33%
$0
$3.58 Million 0.21% of portfolio
82,087
Q4 2024 Reduced 29.82%
$0
$3.65 Million 0.21% of portfolio
59,497
Q4 2024 Added 1.31%
$2.7B
$3.57 Million 0.21% of portfolio
12,322
Q4 2024 Reduced 4.72%
$139B
$3.53 Million 0.21% of portfolio
49,176
Q4 2024 Reduced 11.17%
$0
$3.52 Million 0.21% of portfolio
72,746
Q4 2024 Added 30.45%
$0
$3.47 Million 0.2% of portfolio
14,428
Q4 2024 Added 29.03%
$0
$3.37 Million 0.2% of portfolio
8,381
Q4 2024 Added 7.78%
$0
$3.37 Million 0.2% of portfolio
38,336
Q4 2024 Reduced 1.18%
$523B
$3.49 Million 0.2% of portfolio
6,626
Q4 2024 Added 1.81%
$0
$3.25 Million 0.19% of portfolio
41,373
Q4 2024 Added 11.47%
$0
$3.23 Million 0.19% of portfolio
108,246
Q4 2024 Reduced 3.69%
$145B
$3.28 Million 0.19% of portfolio
14,368
Q4 2024 Reduced 0.59%
$0
$3.16 Million 0.19% of portfolio
82,362
Q4 2024 Added 15.64%
$0
$3.33 Million 0.19% of portfolio
156,155
Q4 2024 Added 2.74%
$0
$3.14 Million 0.18% of portfolio
34,565
Q4 2024 Reduced 2.17%
$112B
$3.02 Million 0.18% of portfolio
33,085
Q4 2024 Reduced 9.32%
$0
$3.14 Million 0.18% of portfolio
19,185
Q4 2024 Reduced 12.38%
$0
$3.1 Million 0.18% of portfolio
24,258
Q4 2024 Reduced 13.58%
$253B
$3.1 Million 0.18% of portfolio
52,294
Q4 2024 Added 0.39%
$0
$3.13 Million 0.18% of portfolio
21,530
Q4 2024 Added 40.36%
$434B
$3.04 Million 0.18% of portfolio
21,029
Q4 2024 Added 12.76%
$0
$3.15 Million 0.18% of portfolio
23,906
Q4 2024 Added 51.72%
$268B
$3.06 Million 0.18% of portfolio
9,167
Q4 2024 Added 2.22%
$0
$3.1 Million 0.18% of portfolio
63,669
Q4 2024 Reduced 42.14%
$0
$2.86 Million 0.17% of portfolio
82,560
Q4 2024 Reduced 4.21%
$0
$2.86 Million 0.17% of portfolio
59,325
Q4 2024 Added 6.16%
$166B
$2.92 Million 0.17% of portfolio
38,597
Q4 2024 Reduced 27.04%
$861B
$2.96 Million 0.17% of portfolio
14,986
Q4 2024 Reduced 6.55%
$36.4B
$2.88 Million 0.17% of portfolio
9,098
Q4 2024 Added 30.85%
$78.1B
$2.65 Million 0.16% of portfolio
4,170
Q4 2024 Added 4.85%
$0
$2.66 Million 0.16% of portfolio
32,492
Q4 2024 Reduced 37.0%
$0
$2.7 Million 0.16% of portfolio
13,606
Q4 2024 Added 7.5%
$375B
$2.68 Million 0.16% of portfolio
6,891
Q4 2024 Reduced 16.3%
$0
$2.7 Million 0.16% of portfolio
58,287
Q4 2024 Added 460.61%
$415B
$2.78 Million 0.16% of portfolio
3,116
Q4 2024 Reduced 22.51%
$0
$2.72 Million 0.16% of portfolio
27,789
Q4 2024 Added 18.53%
$0
$2.54 Million 0.15% of portfolio
57,622
Q4 2024 Reduced 2.82%
$0
$2.5 Million 0.15% of portfolio
49,069
Q4 2024 Added 2.82%
$167B
$2.64 Million 0.15% of portfolio
10,112
Q4 2024 Reduced 34.27%
$0
$2.52 Million 0.15% of portfolio
33,200
Q4 2024 Reduced 39.8%
$51.1B
$2.52 Million 0.15% of portfolio
13,864
Q4 2024 Added 158.46%
$0
$2.52 Million 0.15% of portfolio
9,923
Q4 2024 Reduced 42.56%

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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