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
$1.84 Million 0.1% of portfolio
15,399
Q3 2024 Added 8.51%
$136B
$1.72 Million 0.1% of portfolio
2,943
Q3 2024 Added 6.75%
$117B
$1.83 Million 0.1% of portfolio
5,364
Q3 2024 Added 7.82%
$162B
$1.7 Million 0.1% of portfolio
77,310
Q3 2024 Added 7.88%
$99.6B
$1.57 Million 0.09% of portfolio
17,787
Q3 2024 Added 9.63%
$0
$1.64 Million 0.09% of portfolio
33,360
Q3 2024 Reduced 33.36%
$0
$1.57 Million 0.09% of portfolio
13,377
Q3 2024 Added 7.62%
$0
$1.6 Million 0.09% of portfolio
42,127
Q3 2024 Added 32.65%
$0
$1.63 Million 0.09% of portfolio
48,618
Q3 2024 Reduced 11.24%
$251B
$1.56 Million 0.09% of portfolio
19,299
Q3 2024 Added 2.46%
$0
$1.56 Million 0.09% of portfolio
194,870
Q3 2024 Added 7.72%
$0
$1.6 Million 0.09% of portfolio
25,354
Q3 2024 Reduced 8.25%
$240B
$1.66 Million 0.09% of portfolio
3,214
Q3 2024 Added 2.16%
$203B
$1.64 Million 0.09% of portfolio
13,469
Q3 2024 Reduced 5.07%
$0
$1.65 Million 0.09% of portfolio
17,673
Q3 2024 Added 8.99%
$78.4B
$1.52 Million 0.09% of portfolio
33,202
Q3 2024 Reduced 0.06%
$0
$1.64 Million 0.09% of portfolio
20,415
Q3 2024 Reduced 8.08%
$140B
$1.6 Million 0.09% of portfolio
3,826
Q3 2024 Added 5.02%
$0
$1.6 Million 0.09% of portfolio
19,843
Q3 2024 Reduced 13.39%
$0
$1.46 Million 0.08% of portfolio
24,681
Q3 2024 Added 1.31%
$0
$1.48 Million 0.08% of portfolio
24,196
Q3 2024 Added 14.39%
$120B
$1.46 Million 0.08% of portfolio
3,148
Q3 2024 Added 17.95%
$0
$1.47 Million 0.08% of portfolio
39,258
Q3 2024 Added 8.06%
$100B
$1.51 Million 0.08% of portfolio
19,334
Q3 2024 Reduced 0.65%
$79.9B
$1.36 Million 0.08% of portfolio
2,889
Q3 2024 Added 2.88%
$0
$1.46 Million 0.08% of portfolio
29,270
Q3 2024 Added 15.35%
$2.38B
$1.39 Million 0.08% of portfolio
53,356
Q3 2024 Added 1.11%
$154B
$1.4 Million 0.08% of portfolio
1,473
Q3 2024 Added 0.48%
$65.6B
$1.42 Million 0.08% of portfolio
10,806
Q3 2024 Added 2.72%
$0
$1.4 Million 0.08% of portfolio
25,564
Q3 2024 Added 10.6%
$147B
$1.48 Million 0.08% of portfolio
4,091
Q3 2024 Added 0.07%
$0
$1.38 Million 0.08% of portfolio
24,200
Q3 2024 Added 105.96%
$0
$1.39 Million 0.08% of portfolio
13,767
Q3 2024 Reduced 0.15%
$0
$1.33 Million 0.08% of portfolio
5,018
Q3 2024 Added 47.81%
$205B
$1.4 Million 0.08% of portfolio
12,304
Q3 2024 Added 1.81%
$0
$1.44 Million 0.08% of portfolio
28,295
Q3 2024 Reduced 74.35%
$0
$1.45 Million 0.08% of portfolio
9,959
Q3 2024 Added 11.09%
$0
$1.37 Million 0.08% of portfolio
36,971
Q3 2024 Reduced 23.84%
$0
$1.47 Million 0.08% of portfolio
161,786
Q3 2024 Reduced 6.58%
$0
$1.51 Million 0.08% of portfolio
4,692
Q3 2024 Reduced 63.91%
$0
$1.34 Million 0.08% of portfolio
44,901
Q3 2024 Added 15.73%
$208B
$1.17 Million 0.07% of portfolio
14,960
Q3 2024 Added 1.34%
$0
$1.33 Million 0.07% of portfolio
32,680
Q3 2024 Reduced 1.68%
$145B
$1.16 Million 0.07% of portfolio
15,419
Q3 2024 Added 7.34%
$214B
$1.18 Million 0.07% of portfolio
12,284
Q3 2024 Reduced 17.47%
$0
$1.18 Million 0.07% of portfolio
2,792
Q3 2024 Reduced 3.36%
$0
$1.31 Million 0.07% of portfolio
7,787
Q3 2024 Added 5.05%
$377B
$1.2 Million 0.07% of portfolio
30,172
Q3 2024 Reduced 14.65%
$0
$1.31 Million 0.07% of portfolio
43,615
Q3 2024 Added 1.08%

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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