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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.17 Million 0.23% of portfolio
24,563
Q1 2025 Added 1.26%
$0
$3.19 Million 0.23% of portfolio
34,453
Q1 2025 Reduced 13.87%
$0
$3.16 Million 0.23% of portfolio
42,866
Q1 2025 Added 3.61%
$0
$3.12 Million 0.23% of portfolio
61,303
Q1 2025 Reduced 18.5%
$0
$3.23 Million 0.23% of portfolio
126,369
Q1 2025 Added 53.13%
$0
$3.14 Million 0.23% of portfolio
140,390
Q1 2025 Reduced 10.1%
$92.9B
$3.06 Million 0.22% of portfolio
5,032
Q1 2025 Added 20.67%
$0
$3.01 Million 0.22% of portfolio
61,233
Q1 2025 Reduced 3.83%
$0
$3.07 Million 0.22% of portfolio
20,022
Q1 2025 Reduced 7.0%
$0
$3.02 Million 0.22% of portfolio
58,082
Q1 2025 Reduced 2.1%
$0
$2.98 Million 0.22% of portfolio
20,399
Q1 2025 Reduced 24.5%
$0
$2.97 Million 0.22% of portfolio
14,685
Q1 2025 Reduced 23.75%
$0
$2.97 Million 0.22% of portfolio
13,394
Q1 2025 Reduced 7.17%
$0
$2.91 Million 0.21% of portfolio
22,226
Q1 2025 Reduced 7.03%
$0
$2.94 Million 0.21% of portfolio
23,632
Q1 2025 Reduced 8.81%
$0
$2.87 Million 0.21% of portfolio
27,750
Q1 2025 Added 113.94%
$0
$2.89 Million 0.21% of portfolio
52,105
Q1 2025 Added 27.02%
$0
$2.7 Million 0.2% of portfolio
7,278
Q1 2025 Reduced 83.34%
$567B
$2.81 Million 0.2% of portfolio
3,013
Q1 2025 Reduced 3.31%
$0
$2.77 Million 0.2% of portfolio
55,519
Q1 2025 Reduced 23.68%
$0
$2.72 Million 0.2% of portfolio
82,542
Q1 2025 Reduced 0.02%
$369B
$2.73 Million 0.2% of portfolio
16,039
Q1 2025 Reduced 38.86%
$0
$2.77 Million 0.2% of portfolio
110,439
Q1 2025 Reduced 21.25%
$0
$2.61 Million 0.19% of portfolio
29,277
Q1 2025 Added 29.1%
$302B
$2.6 Million 0.19% of portfolio
30,764
Q1 2025 Reduced 20.29%
$260B
$2.57 Million 0.19% of portfolio
9,579
Q1 2025 Added 4.49%
$572B
$2.55 Million 0.19% of portfolio
7,290
Q1 2025 Reduced 66.87%
$0
$2.62 Million 0.19% of portfolio
12,399
Q1 2025 Reduced 25.59%
$0
$2.6 Million 0.19% of portfolio
48,051
Q1 2025 Reduced 2.07%
$160B
$2.58 Million 0.19% of portfolio
8,296
Q1 2025 Reduced 17.96%
$0
$2.41 Million 0.18% of portfolio
151,259
Q1 2025 Reduced 0.16%
$368B
$2.44 Million 0.18% of portfolio
6,652
Q1 2025 Reduced 3.47%
$101B
$2.41 Million 0.18% of portfolio
6,849
Q1 2025 Reduced 6.4%
$56.9B
$2.54 Million 0.18% of portfolio
9,990
Q1 2025 Added 9.8%
$0
$2.54 Million 0.18% of portfolio
49,847
Q1 2025 Reduced 3.33%
$0
$2.46 Million 0.18% of portfolio
53,371
Q1 2025 Added 219.28%
$0
$2.43 Million 0.18% of portfolio
49,834
Q1 2025 Added 0.26%
$58.7B
$2.4 Million 0.17% of portfolio
14,043
Q1 2025 Added 1.29%
$465B
$2.34 Million 0.17% of portfolio
19,636
Q1 2025 Reduced 43.77%
$0
$2.4 Million 0.17% of portfolio
28,992
Q1 2025 Reduced 10.77%
$0
$2.34 Million 0.17% of portfolio
30,533
Q1 2025 Reduced 37.0%
$108B
$2.34 Million 0.17% of portfolio
23,878
Q1 2025 Reduced 27.83%
$0
$2.38 Million 0.17% of portfolio
58,513
Q1 2025 Reduced 28.78%
$530B
$2.28 Million 0.17% of portfolio
4,159
Q1 2025 Reduced 37.23%
$0
$2.37 Million 0.17% of portfolio
22,881
Q1 2025 Added 102.81%
$0
$2.33 Million 0.17% of portfolio
8,743
Q1 2025 Added 150.44%
$338B
$2.24 Million 0.16% of portfolio
10,705
Q1 2025 Reduced 60.3%
$0
$2.15 Million 0.16% of portfolio
72,325
Q1 2025 Added 3.62%
$0
$2.22 Million 0.16% of portfolio
133,253
Q1 2025 Added 20.48%

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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