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
$310B
$1.79 Million 0.1% of portfolio
28,770
Q4 2024 Added 5.7%
$0
$1.69 Million 0.1% of portfolio
10,221
Q4 2024 Added 67.09%
$103B
$1.5 Million 0.09% of portfolio
14,181
Q4 2024 Reduced 8.91%
$195B
$1.61 Million 0.09% of portfolio
13,925
Q4 2024 Reduced 3.72%
$0
$1.52 Million 0.09% of portfolio
28,016
Q4 2024 Reduced 0.25%
$0
$1.57 Million 0.09% of portfolio
27,374
Q4 2024 Added 7.97%
$62.7B
$1.51 Million 0.09% of portfolio
31,475
Q4 2024 Reduced 5.2%
$23.4B
$1.51 Million 0.09% of portfolio
13,859
Q4 2024 Reduced 2.48%
$0
$1.5 Million 0.09% of portfolio
13,347
Q4 2024 Reduced 0.22%
$0
$1.59 Million 0.09% of portfolio
60,904
Q4 2024 Added 198.33%
$142B
$1.55 Million 0.09% of portfolio
3,648
Q4 2024 Reduced 4.65%
$197B
$1.61 Million 0.09% of portfolio
4,583
Q4 2024 Reduced 11.56%
$0
$1.46 Million 0.09% of portfolio
42,873
Q4 2024 Added 9.21%
$246B
$1.54 Million 0.09% of portfolio
12,793
Q4 2024 Reduced 5.02%
$0
$1.46 Million 0.09% of portfolio
29,068
Q4 2024 Reduced 17.86%
$0
$1.53 Million 0.09% of portfolio
24,075
Q4 2024 Reduced 2.46%
$0
$1.29 Million 0.08% of portfolio
66,454
Q4 2024 Added 3.88%
$0
$1.29 Million 0.08% of portfolio
100,514
Q4 2024 Added 3.98%
$0
$1.3 Million 0.08% of portfolio
31,059
Q4 2024 Added 337.08%
$0
$1.32 Million 0.08% of portfolio
34,374
Q4 2024 Reduced 18.4%
$0
$1.31 Million 0.08% of portfolio
9,939
Q4 2024 Reduced 0.2%
$2.47B
$1.29 Million 0.08% of portfolio
24,660
Q4 2024 Reduced 3.93%
$0
$1.31 Million 0.08% of portfolio
32,456
Q4 2024 Reduced 0.69%
$180B
$1.4 Million 0.08% of portfolio
12,547
Q4 2024 Added 2.14%
$173B
$1.42 Million 0.08% of portfolio
9,218
Q4 2024 Reduced 7.78%
$0
$1.33 Million 0.08% of portfolio
24,259
Q4 2024 Reduced 5.1%
$64.8B
$1.32 Million 0.08% of portfolio
10,666
Q4 2024 Added 0.67%
$0
$1.3 Million 0.08% of portfolio
12,971
Q4 2024 Reduced 5.78%
$178B
$1.34 Million 0.08% of portfolio
3,016
Q4 2024 Reduced 6.16%
$202B
$1.42 Million 0.08% of portfolio
62,175
Q4 2024 Reduced 19.58%
$0
$1.33 Million 0.08% of portfolio
8,230
Q4 2024 Added 5.69%
$0
$1.35 Million 0.08% of portfolio
24,281
Q4 2024 Added 0.35%
$335B
$1.34 Million 0.08% of portfolio
30,600
Q4 2024 Added 1.42%
$55.6B
$1.35 Million 0.08% of portfolio
9,652
Q4 2024 Reduced 28.23%
$142B
$1.41 Million 0.08% of portfolio
53,277
Q4 2024 Added 18.63%
$2.37B
$1.45 Million 0.08% of portfolio
54,489
Q4 2024 Added 2.12%
$232B
$1.33 Million 0.08% of portfolio
11,742
Q4 2024 Reduced 4.57%
$0
$1.21 Million 0.07% of portfolio
25,873
Q4 2024 Added 3.8%
$0
$1.16 Million 0.07% of portfolio
14,282
Q4 2024 Added 6.48%
$0
$1.23 Million 0.07% of portfolio
42,165
Q4 2024 Reduced 3.32%
$0
$1.15 Million 0.07% of portfolio
136,682
Q4 2024 Reduced 15.52%
$0
$1.21 Million 0.07% of portfolio
13,091
Q4 2024 Added 30.84%
$0
$1.14 Million 0.07% of portfolio
6,902
Q4 2024 Reduced 0.89%
$0
$1.17 Million 0.07% of portfolio
19,916
Q4 2024 Added 14.12%
$223B
$1.27 Million 0.07% of portfolio
5,761
Q4 2024 Added 5.01%
$0
$1.23 Million 0.07% of portfolio
10,729
Q4 2024 Reduced 52.47%
$0
$1.13 Million 0.07% of portfolio
10,922
Q4 2024 Reduced 8.7%
$141B
$1.17 Million 0.07% of portfolio
3,251
Q4 2024 Reduced 20.53%
$99.1B
$1.18 Million 0.07% of portfolio
6,852
Q4 2024 Added 2.56%

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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