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Financial Advocates Investment Management13F | |
| Financial Advocates Investment Management | |
| Last update 2024-10-25 | 768 Stocks (63 new) |
| Value $1.77 Bil | Turnover 11 % |
| Portfolio Report | |
Financial Advocates Investment... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 366,327 | 85354.090 | -2.71% | 4.820 | -0.13% | 0.000 | +6.90% | +16.50% | 3377630.651 | Hardware | |
NVDA | NVIDIA Corp | 508,784 | 61786.710 | +4.09% | 3.490 | +0.14% | 0.000 | +39.32% | +182.62% | 3432482.900 | Semiconductors | |
SPY | S&P 500 ETF TRUST ETF | 91,368 | 52422.740 | -8.17% | 2.960 | -0.27% | 0.010 | +11.46% | +21.32% | 596439.718 | ||
MSFT | Microsoft Corp | 120,196 | 51720.130 | +0.86% | 2.920 | +0.02% | 0.000 | +4.32% | +10.02% | 3059156.043 | Software | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 356,813 | 29605.600 | -0.61% | 1.670 | -0.01% | 0.100 | +14.25% | +28.87% | 31050.617 | ||
VTI | Vanguard Total Stock Market ETF | 96,348 | 26805.260 | +2.22% | 1.510 | +0.03% | 0.010 | +11.80% | +20.27% | 423658.824 | ||
IEFA | iShares Core MSCI EAFE ETF | 323,196 | 25243.030 | +11.22% | 1.430 | +0.14% | 0.020 | +6.63% | +6.24% | 122907.431 | ||
AMZN | Amazon.com Inc | 131,016 | 24412.260 | +2.71% | 1.380 | +0.04% | 0.000 | +23.90% | +31.30% | 2097744.695 | Retail - Cyclical | |
IJH | iShares Core S&P Mid-Cap ETF | 388,500 | 24290.280 | +10.13% | 1.370 | +0.13% | 0.030 | +10.08% | +13.84% | 93198.128 | ||
GOVT | iShares U.S. Treasury Bond ETF | 951,364 | 22318.640 | +17.54% | 1.260 | +0.19% | 0.080 | -2.46% | -1.11% | 28728.572 |
Financial Advocates Investment Management's Historical Top Holdings Breakdowns
Financial Advocates Investment Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XME | SPDR Metals & Mining ETF | 2024-09-30 | New Buy | +1.03% | 54.2 ($59.88) 65.22 | $64.67 | 8.00% | New holding | 198,941 | 198,941 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-09-30 | Reduce | -0.59% | 91.42 ($91.63) 91.82 | $91.50 | -0.14% | Reduce -48.93% | 108,809 | -104,238 | |
IWM | iShares Russell 2000 ETF | 2024-09-30 | Add | +0.52% | 200.87 ($213.99) 224.6 | $224.27 | 4.80% | Add 184.9% | 139,972 | 90,842 | |
XLV | Health Care Select Sector SPDR | 2024-09-30 | Add | +0.47% | 143.3 ($151.58) 157.24 | $147.89 | -2.43% | Add 129.83% | 96,792 | 54,678 | |
IQLT | iShares MSCI Intl Quality Factor ETF | 2024-09-30 | New Buy | +0.36% | 37.37 ($39.83) 41.82 | $39.42 | -1.03% | New holding | 66,940 | 66,940 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2024-09-30 | Add | +0.33% | 113.45 ($121.43) 126.18 | $126.71 | 4.35% | Add 1428.21% | 125,313 | 117,113 | |
IVW | iShares S&P 500 Growth ETF | 2024-09-30 | Reduce | -0.29% | 84.77 ($92.32) 97.13 | $96.83 | 4.89% | Reduce -20.94% | 189,627 | -50,220 | |
IUSB | iShares Core Total USD Bond Market ETF | 2024-09-30 | Reduce | -0.27% | 44.83 ($46.4) 47.42 | $45.83 | -1.23% | Reduce -70.1% | 40,596 | -95,163 | |
IWB | iShares Russell 1000 ETF | 2024-09-30 | New Buy | +0.27% | 283.28 ($302.84) 314.39 | $316.65 | 4.56% | New holding | 91,935 | 91,935 | |
SPY | S&P 500 ETF TRUST ETF | 2024-09-30 | Reduce | -0.27% | 517.38 ($552.93) 573.76 | $576.65 | 4.29% | Reduce -8.17% | 91,368 | -8,128 |
Financial Advocates Investment Management Total Holding History ($B)
Financial Advocates Investment Management's Asset Allocation
Financial Advocates Investment Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Financial Advocates Investment Management's Hypothetical Growth since 2024-09-30
Financial Advocates Investment Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Financial Advocates Investment Management's Holdings Heat Map
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Financial Advocates Investment Management's Holdings Bubble Chart
Financial Advocates Investment Management News
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