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
$234B
$1.16 Million 0.07% of portfolio
2,236
Q4 2024 Reduced 40.13%
$83.3B
$1.21 Million 0.07% of portfolio
9,631
Q4 2024 Added 16.85%
$0
$1.18 Million 0.07% of portfolio
15,576
Q4 2024 Added 11.5%
$459B
$1.13 Million 0.07% of portfolio
6,787
Q4 2024 Added 10.52%
$0
$1.12 Million 0.07% of portfolio
11,282
Q4 2024 Reduced 1.9%
$0
$1.15 Million 0.07% of portfolio
8,949
Q4 2024 Reduced 92.86%
$3.88B
$1.14 Million 0.07% of portfolio
45,458
Q4 2024 Reduced 2.29%
$0
$1.24 Million 0.07% of portfolio
24,605
Q4 2024 New
$121B
$1.14 Million 0.07% of portfolio
2,355
Q4 2024 Reduced 19.98%
$191B
$1.17 Million 0.07% of portfolio
13,584
Q4 2024 Reduced 23.47%
$0
$1.14 Million 0.07% of portfolio
30,359
Q4 2024 Added 1.6%
$0
$1.19 Million 0.07% of portfolio
60,191
Q4 2024 Added 0.63%
$0
$1.11 Million 0.07% of portfolio
45,544
Q4 2024 Reduced 1.0%
$0
$1.19 Million 0.07% of portfolio
24,055
Q4 2024 Reduced 17.82%
$0
$1.23 Million 0.07% of portfolio
46,035
Q4 2024 Added 90.32%
$0
$1.13 Million 0.07% of portfolio
14,323
Q4 2024 Added 134.42%
$0
$1.27 Million 0.07% of portfolio
12,620
Q4 2024 Added 8.52%
$0
$1.16 Million 0.07% of portfolio
40,424
Q4 2024 Added 7.36%
$126B
$1.15 Million 0.07% of portfolio
11,573
Q4 2024 Added 201.77%
$0
$1.26 Million 0.07% of portfolio
21,316
Q4 2024 Reduced 1.65%
$0
$1.19 Million 0.07% of portfolio
2,801
Q4 2024 Added 0.32%
$18.9B
$1.11 Million 0.07% of portfolio
3,282
Q4 2024 Reduced 4.84%
$323B
$1.26 Million 0.07% of portfolio
5,115
Q4 2024 Added 62.48%
$41.4B
$1.19 Million 0.07% of portfolio
5,768
Q4 2024 Reduced 6.45%
$161B
$1.03 Million 0.06% of portfolio
4,189
Q4 2024 Added 5.81%
$43.9B
$968,000 0.06% of portfolio
7,393
Q4 2024 Reduced 4.15%
$0
$1.08 Million 0.06% of portfolio
55,682
Q4 2024 New
$50.7B
$1.1 Million 0.06% of portfolio
2,880
Q4 2024 Reduced 2.7%
$80B
$1.02 Million 0.06% of portfolio
6,273
Q4 2024 Added 81.77%
$0
$1.09 Million 0.06% of portfolio
5,886
Q4 2024 Reduced 40.67%
$0
$987,000 0.06% of portfolio
15,599
Q4 2024 Reduced 6.22%
$208B
$968,000 0.06% of portfolio
6,367
Q4 2024 Reduced 38.52%
$38.6B
$1.06 Million 0.06% of portfolio
10,172
Q4 2024 Added 0.07%
$0
$948,000 0.06% of portfolio
27,961
Q4 2024 Added 209.1%
$0
$951,000 0.06% of portfolio
10,900
Q4 2024 Added 3.45%
$0
$942,000 0.06% of portfolio
10,582
Q4 2024 Added 26.4%
$0
$946,000 0.06% of portfolio
18,871
Q4 2024 Added 18.43%
$0
$1.06 Million 0.06% of portfolio
20,836
Q4 2024 Added 310.48%
$7.97B
$1.01 Million 0.06% of portfolio
16,250
Q4 2024 Added 2.18%
$0
$1.01 Million 0.06% of portfolio
9,669
Q4 2024 Reduced 40.54%
$0
$943,000 0.06% of portfolio
7,924
Q4 2024 Reduced 6.19%
$63.5B
$974,000 0.06% of portfolio
3,432
Q4 2024 Reduced 5.9%
$125B
$977,000 0.06% of portfolio
17,290
Q4 2024 Reduced 2.93%
$0
$962,000 0.06% of portfolio
23,285
Q4 2024 Reduced 0.86%
$0
$1 Million 0.06% of portfolio
48,309
Q4 2024 Reduced 0.43%
$79.6B
$1.06 Million 0.06% of portfolio
4,186
Q4 2024 Added 3.33%
$0
$1.11 Million 0.06% of portfolio
23,890
Q4 2024 Reduced 38.02%
$113B
$1.01 Million 0.06% of portfolio
3,654
Q4 2024 Added 1.98%
$78.3B
$1.05 Million 0.06% of portfolio
2,462
Q4 2024 Reduced 14.78%

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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