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
$1.58 Million 0.11% of portfolio
82,974
Q1 2025 Added 263.73%
$2.8B
$1.46 Million 0.11% of portfolio
23,677
Q1 2025 Reduced 3.99%
$231B
$1.47 Million 0.11% of portfolio
11,063
Q1 2025 Reduced 5.78%
$56.6B
$1.51 Million 0.11% of portfolio
9,798
Q1 2025 Added 1.51%
$2.42B
$1.45 Million 0.11% of portfolio
55,116
Q1 2025 Added 1.15%
$0
$1.55 Million 0.11% of portfolio
24,682
Q1 2025 Added 2.52%
$199B
$1.48 Million 0.11% of portfolio
4,750
Q1 2025 Added 3.64%
$59.4B
$1.51 Million 0.11% of portfolio
23,823
Q1 2025 Reduced 11.32%
$0
$1.32 Million 0.1% of portfolio
29,029
Q1 2025 Added 12.2%
$64.2B
$1.33 Million 0.1% of portfolio
31,400
Q1 2025 Reduced 0.24%
$349B
$1.35 Million 0.1% of portfolio
5,042
Q1 2025 Reduced 1.43%
$0
$1.42 Million 0.1% of portfolio
219,728
Q1 2025 Added 1.81%
$166B
$1.32 Million 0.1% of portfolio
8,571
Q1 2025 Reduced 7.02%
$0
$1.34 Million 0.1% of portfolio
45,759
Q1 2025 Added 145.03%
$0
$1.31 Million 0.1% of portfolio
35,586
Q1 2025 Reduced 10.56%
$0
$1.41 Million 0.1% of portfolio
14,095
Q1 2025 Reduced 35.43%
$0
$1.22 Million 0.09% of portfolio
22,158
Q1 2025 Added 3.95%
$1.06T
$1.19 Million 0.09% of portfolio
7,639
Q1 2025 Reduced 76.15%
$0
$1.25 Million 0.09% of portfolio
3,470
Q1 2025 Reduced 58.6%
$0
$1.19 Million 0.09% of portfolio
59,966
Q1 2025 Reduced 0.37%
$0
$1.26 Million 0.09% of portfolio
10,847
Q1 2025 Added 1.1%
$71.5B
$1.22 Million 0.09% of portfolio
3,528
Q1 2025 Added 2.8%
$54.2B
$1.26 Million 0.09% of portfolio
10,192
Q1 2025 Added 0.12%
$0
$1.22 Million 0.09% of portfolio
12,620
Q4 2024 Added 8.52%
$0
$1.3 Million 0.09% of portfolio
26,221
Q1 2025 Added 9.0%
$70.6B
$1.19 Million 0.09% of portfolio
10,851
Q1 2025 Added 12.67%
$4.55B
$1.24 Million 0.09% of portfolio
41,639
Q1 2025 Reduced 8.4%
$0
$1.3 Million 0.09% of portfolio
28,417
Q1 2025 New
$0
$1.17 Million 0.09% of portfolio
14,320
Q1 2025 Reduced 8.06%
$38.7B
$1.21 Million 0.09% of portfolio
5,589
Q1 2025 Reduced 3.1%
$0
$1.25 Million 0.09% of portfolio
24,595
Q1 2025 Reduced 0.04%
$0
$1.25 Million 0.09% of portfolio
7,162
Q1 2025 Added 3.77%
$0
$1.26 Million 0.09% of portfolio
27,351
Q1 2025 Reduced 2.18%
$0
$1.17 Million 0.09% of portfolio
28,785
Q1 2025 Reduced 11.31%
$0
$1.26 Million 0.09% of portfolio
44,301
Q1 2025 Added 5.07%
$0
$1.22 Million 0.09% of portfolio
42,412
Q1 2025 Added 204.36%
$0
$1.22 Million 0.09% of portfolio
23,863
Q1 2025 Reduced 1.63%
$0
$1.09 Million 0.08% of portfolio
4,449
Q1 2025 Reduced 55.16%
$0
$1.16 Million 0.08% of portfolio
31,742
Q1 2025 Reduced 7.66%
$0
$1.04 Million 0.08% of portfolio
47,278
Q1 2025 Added 10.39%
$82.6B
$1.16 Million 0.08% of portfolio
17,754
Q1 2025 Reduced 7.14%
$86.9B
$1.06 Million 0.08% of portfolio
2,467
Q1 2025 Added 0.2%
$0
$1.03 Million 0.08% of portfolio
12,437
Q1 2025 Reduced 42.91%
$17B
$1.13 Million 0.08% of portfolio
3,365
Q1 2025 Added 2.53%
$0
$1.1 Million 0.08% of portfolio
13,770
Q1 2025 Reduced 3.58%
$0
$1.11 Million 0.08% of portfolio
18,267
Q1 2025 Reduced 33.27%
$88.1B
$1.07 Million 0.08% of portfolio
8,810
Q1 2025 Added 3.03%
$0
$1.15 Million 0.08% of portfolio
136,682
Q4 2024 Reduced 15.52%
$192B
$1.15 Million 0.08% of portfolio
2,994
Q1 2025 Reduced 0.73%

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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