FA

Financial Advocates Investment Management

13F
Financial Advocates Investment Management
Last update 2024-10-25 768 Stocks (63 new)
Value $1.77 Bil Turnover 11 %
Countries:
Top Holdings: AAPL(4.82%)NVDA(3.49%)SPY(2.96%)MSFT(2.92%)SPYG(1.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
Financial Advocates Investment... Top Holdings of 2024-09-30 View Full List
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
+3.19%
+17.04%
3389420.990
Hardware
NVDA 		NVIDIA Corp
508,784
61786.710
+4.09%
3.490
+0.14%
0.000
+36.03%
+199.51%
3638044.300
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
91,368
52422.740
-8.17%
2.960
-0.27%
0.010
+11.91%
+25.56%
617249.220
 
MSFT 		Microsoft Corp
120,196
51720.130
+0.86%
2.920
+0.02%
0.000
+4.17%
+13.11%
3146664.593
Software
SPYG 		SPDR Portfolio S&P 500 Growth ETF
356,813
29605.600
-0.61%
1.670
-0.01%
0.100
+14.30%
+34.49%
32406.121
 
VTI 		Vanguard Total Stock Market ETF
96,348
26805.260
+2.22%
1.510
+0.03%
0.010
+12.80%
+24.93%
418831.486
 
IEFA 		iShares Core MSCI EAFE ETF
323,196
25243.030
+11.22%
1.430
+0.14%
0.020
+0.72%
+3.01%
119187.736
 
AMZN 		Amazon.com Inc
131,016
24412.260
+2.71%
1.380
+0.04%
0.000
+25.25%
+37.50%
2197111.550
Retail - Cyclical
IJH 		iShares Core S&P Mid-Cap ETF
388,500
24290.280
+10.13%
1.370
+0.13%
0.030
+12.84%
+18.73%
97616.311
 
GOVT 		iShares U.S. Treasury Bond ETF
951,364
22318.640
+17.54%
1.260
+0.19%
0.080
-2.50%
-1.87%
28560.274
 

Financial Advocates Investment Management's Historical Top Holdings Breakdowns

Financial Advocates Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XME 		SPDR Metals & Mining ETF2024-09-30New Buy
+1.03%
●
54.2 ($59.88) 65.22
$66.88
11.69%
New holding
198,941
198,941
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-0.59%
●
91.42 ($91.63) 91.82
$91.58
-0.05%
Reduce -48.93%
108,809
-104,238
IWM 		iShares Russell 2000 ETF2024-09-30Add
+0.52%
●
200.87 ($213.99) 224.6
$237.37
10.92%
Add 184.9%
139,972
90,842
XLV 		Health Care Select Sector SPDR2024-09-30Add
+0.47%
●
143.3 ($151.58) 157.24
$147.22
-2.88%
Add 129.83%
96,792
54,678
IQLT 		iShares MSCI Intl Quality Factor ETF2024-09-30New Buy
+0.36%
●
37.37 ($39.83) 41.82
$38.24
-3.99%
New holding
66,940
66,940
ESGU 		iShares MSCI USA ESG Optimized ETF2024-09-30Add
+0.33%
●
113.45 ($121.43) 126.18
$131.42
8.23%
Add 1428.21%
125,313
117,113
IVW 		iShares S&P 500 Growth ETF2024-09-30Reduce
-0.29%
●
84.77 ($92.32) 97.13
$101.08
9.49%
Reduce -20.94%
189,627
-50,220
IUSB 		iShares Core Total USD Bond Market ETF2024-09-30Reduce
-0.27%
●
44.83 ($46.4) 47.42
$45.56
-1.81%
Reduce -70.1%
40,596
-95,163
IWB 		iShares Russell 1000 ETF2024-09-30New Buy
+0.27%
●
283.28 ($302.84) 314.39
$328.79
8.57%
New holding
91,935
91,935
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-0.27%
●
517.38 ($552.93) 573.76
$596.79
7.93%
Reduce -8.17%
91,368
-8,128

Financial Advocates Investment Management Total Holding History ($B)

To

Financial Advocates Investment Management's Asset Allocation

To

Financial Advocates Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Financial Advocates Investment Management's Holdings Bubble Chart

Financial Advocates Investment Management News

  • 1

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