Financial Advocates Investment Management
Q2 2025 13F Holdings
- Locationolympia, WA
- Num holdings
627
- Value ($000)
$1,227,596
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001730293
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $45.58 M | 4 % | 222,140 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $42.73 M | 4 % | 69,158 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $38.46 M | 3 % | 243,418 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $28.90 M | 2 % | 95,096 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.20 M | 2 % | 52,668 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $24.99 M | 2 % | 299,399 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $21.73 M | 2 % | 945,646 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $20.82 M | 2 % | 138,416 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.53 M | 2 % | 112,302 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $18.49 M | 2 % | 308,002 |
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