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
$0
$2.53 Million 0.14% of portfolio
55,766
Q3 2024 Added 86.05%
$466B
$2.49 Million 0.14% of portfolio
4,253
Q3 2024 Reduced 2.92%
$253B
$2.41 Million 0.14% of portfolio
21,223
Q3 2024 Reduced 10.14%
$0
$2.53 Million 0.14% of portfolio
51,223
Q3 2024 Reduced 3.04%
$357B
$2.45 Million 0.14% of portfolio
8,968
Q3 2024 Added 1.36%
$0
$2.44 Million 0.14% of portfolio
135,401
Q3 2024 Added 35.2%
$86.5B
$2.51 Million 0.14% of portfolio
3,977
Q3 2024 Added 14.51%
$0
$2.54 Million 0.14% of portfolio
12,657
Q3 2024 Added 1.61%
$0
$2.3 Million 0.13% of portfolio
15,339
Q3 2024 Reduced 6.66%
$219B
$2.38 Million 0.13% of portfolio
7,800
Q3 2024 Reduced 2.49%
$0
$2.26 Million 0.13% of portfolio
3,860
Q3 2024 Added 7.49%
$59.9B
$2.27 Million 0.13% of portfolio
28,188
Q3 2024 Reduced 0.66%
$0
$2.3 Million 0.13% of portfolio
23,445
Q3 2024 Added 11.53%
$208B
$2.31 Million 0.13% of portfolio
3,735
Q3 2024 Reduced 0.4%
$0
$2.33 Million 0.13% of portfolio
17,241
Q3 2024 Added 39.03%
$123B
$2.16 Million 0.12% of portfolio
7,810
Q3 2024 Reduced 0.51%
$49B
$2.07 Million 0.12% of portfolio
6,953
Q3 2024 Added 12.47%
$228B
$2.12 Million 0.12% of portfolio
19,998
Q3 2024 Added 14.47%
$3.82B
$2.18 Million 0.12% of portfolio
12,933
Q3 2024 Added 1,430.53%
$0
$2.08 Million 0.12% of portfolio
18,396
Q3 2024 Reduced 9.69%
$0
$2.15 Million 0.12% of portfolio
54,298
Q3 2024 Reduced 0.45%
$0
$2.13 Million 0.12% of portfolio
15,757
Q3 2024 Reduced 29.35%
$244B
$2.11 Million 0.12% of portfolio
17,749
Q3 2024 Added 0.06%
$83.4B
$2.16 Million 0.12% of portfolio
7,695
Q3 2024 Added 39.53%
$0
$2.14 Million 0.12% of portfolio
19,334
Q3 2024 Reduced 10.0%
$0
$1.88 Million 0.11% of portfolio
41,069
Q3 2024 Added 0.02%
$0
$1.92 Million 0.11% of portfolio
28,286
Q3 2024 Added 6.95%
$0
$1.92 Million 0.11% of portfolio
15,283
Q3 2024 Added 11.04%
$270B
$1.96 Million 0.11% of portfolio
27,219
Q3 2024 Added 0.12%
$0
$1.88 Million 0.11% of portfolio
9,920
Q3 2024 Added 71.27%
$0
$1.98 Million 0.11% of portfolio
18,423
Q3 2024 Added 7.88%
$0
$1.93 Million 0.11% of portfolio
19,623
Q3 2024 Reduced 65.28%
$0
$1.94 Million 0.11% of portfolio
47,749
Q3 2024 Reduced 0.89%
$101B
$1.97 Million 0.11% of portfolio
15,568
Q3 2024 Added 11.26%
$149B
$1.97 Million 0.11% of portfolio
52,904
Q3 2024 Reduced 1.87%
$26.7B
$2.04 Million 0.11% of portfolio
14,212
Q3 2024 New
$0
$1.95 Million 0.11% of portfolio
102,221
Q3 2024 Reduced 12.89%
$0
$1.91 Million 0.11% of portfolio
40,596
Q3 2024 Reduced 70.1%
$0
$1.94 Million 0.11% of portfolio
51,585
Q3 2024 Added 0.17%
$0
$1.69 Million 0.1% of portfolio
16,260
Q3 2024 Added 4.98%
$0
$1.82 Million 0.1% of portfolio
35,388
Q3 2024 Added 9.52%
$225B
$1.83 Million 0.1% of portfolio
5,182
Q3 2024 Added 4.98%
$0
$1.84 Million 0.1% of portfolio
14,914
Q3 2024 Added 1.91%
$215B
$1.76 Million 0.1% of portfolio
10,356
Q3 2024 Added 3.72%
$174B
$1.75 Million 0.1% of portfolio
14,463
Q3 2024 Added 0.47%
$0
$1.86 Million 0.1% of portfolio
38,546
Q3 2024 Reduced 2.64%
$50.9B
$1.8 Million 0.1% of portfolio
13,448
Q3 2024 Added 9.08%
$0
$1.72 Million 0.1% of portfolio
28,086
Q3 2024 Added 1.08%
$177B
$1.7 Million 0.1% of portfolio
9,996
Q3 2024 Added 2.98%

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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