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
$2.02 Million 0.15% of portfolio
108,260
Q1 2025 Reduced 1.26%
$0
$2.06 Million 0.15% of portfolio
27,507
Q1 2025 Reduced 8.16%
$399B
$2.05 Million 0.15% of portfolio
12,345
Q1 2025 Reduced 41.3%
$277B
$2.07 Million 0.15% of portfolio
13,030
Q1 2025 Added 1.85%
$0
$2.13 Million 0.15% of portfolio
25,538
Q1 2025 Reduced 26.12%
$0
$2.04 Million 0.15% of portfolio
53,968
Q1 2025 Added 0.62%
$0
$2.03 Million 0.15% of portfolio
40,091
Q1 2025 Added 3.18%
$0
$2.09 Million 0.15% of portfolio
8,088
Q1 2025 Reduced 10.77%
$297B
$2.04 Million 0.15% of portfolio
3,076
Q1 2025 Reduced 3.15%
$0
$2.01 Million 0.15% of portfolio
40,018
Q1 2025 Reduced 14.15%
$1.02T
$2.03 Million 0.15% of portfolio
12,229
Q1 2025 Reduced 18.4%
$1.03T
$1.89 Million 0.14% of portfolio
12,207
Q1 2025 Reduced 65.74%
$0
$1.95 Million 0.14% of portfolio
36,589
Q1 2025 Added 0.43%
$0
$1.91 Million 0.14% of portfolio
50,828
Q1 2025 Added 1.49%
$181B
$1.97 Million 0.14% of portfolio
43,471
Q1 2025 Reduced 28.83%
$0
$1.89 Million 0.14% of portfolio
41,837
Q1 2025 Reduced 13.62%
$0
$1.98 Million 0.14% of portfolio
81,078
Q1 2025 Added 78.02%
$0
$1.89 Million 0.14% of portfolio
30,112
Q1 2025 Reduced 8.17%
$0
$1.89 Million 0.14% of portfolio
17,377
Q1 2025 Added 3.89%
$279B
$1.97 Million 0.14% of portfolio
3,767
Q1 2025 Reduced 3.48%
$0
$1.94 Million 0.14% of portfolio
42,057
Q1 2025 Reduced 71.62%
$230B
$1.95 Million 0.14% of portfolio
6,233
Q1 2025 Reduced 21.01%
$0
$1.93 Million 0.14% of portfolio
19,813
Q1 2025 Reduced 5.26%
$0
$1.79 Million 0.13% of portfolio
30,420
Q1 2025 Reduced 14.52%
$264B
$1.75 Million 0.13% of portfolio
19,948
Q1 2025 Reduced 6.7%
$0
$1.81 Million 0.13% of portfolio
48,302
Q1 2025 Reduced 16.17%
$132B
$1.74 Million 0.13% of portfolio
24,498
Q1 2025 Reduced 50.18%
$99.6B
$1.83 Million 0.13% of portfolio
16,378
Q1 2025 Added 15.49%
$0
$1.75 Million 0.13% of portfolio
13,048
Q1 2025 Reduced 3.08%
$308B
$1.72 Million 0.13% of portfolio
24,037
Q1 2025 Reduced 16.45%
$0
$1.75 Million 0.13% of portfolio
14,343
Q1 2025 Reduced 5.76%
$0
$1.68 Million 0.12% of portfolio
15,167
Q1 2025 Reduced 5.57%
$0
$1.66 Million 0.12% of portfolio
40,723
Q1 2025 Added 0.13%
$0
$1.63 Million 0.12% of portfolio
32,973
Q1 2025 Added 13.43%
$0
$1.63 Million 0.12% of portfolio
5,279
Q1 2025 Reduced 9.37%
$153B
$1.62 Million 0.12% of portfolio
3,446
Q1 2025 Reduced 5.54%
$58.4B
$1.65 Million 0.12% of portfolio
7,115
Q1 2025 New
$0
$1.69 Million 0.12% of portfolio
22,209
Q1 2025 Reduced 33.11%
$0
$1.64 Million 0.12% of portfolio
14,081
Q4 2024 Reduced 8.56%
$0
$1.59 Million 0.12% of portfolio
71,941
Q1 2025 Added 0.25%
$0
$1.6 Million 0.12% of portfolio
13,219
Q1 2025 Reduced 0.96%
$182B
$1.71 Million 0.12% of portfolio
16,679
Q1 2025 Reduced 5.69%
$0
$1.65 Million 0.12% of portfolio
34,577
Q1 2025 Reduced 31.32%
$0
$1.55 Million 0.11% of portfolio
31,822
Q1 2025 Added 96.54%
$195B
$1.53 Million 0.11% of portfolio
11,558
Q1 2025 Reduced 17.0%
$0
$1.54 Million 0.11% of portfolio
31,329
Q1 2025 Reduced 6.25%
$193B
$1.51 Million 0.11% of portfolio
16,845
Q1 2025 Reduced 12.07%
$54.4B
$1.5 Million 0.11% of portfolio
3,098
Q1 2025 Added 1.14%
$0
$1.47 Million 0.11% of portfolio
12,244
Q1 2025 Reduced 18.23%

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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