Financial Advocates Investment Management
Q3 2025 13F Holdings
- Locationolympia, WA
- Num holdings
104
- Value ($000)
$177,876
- Date Filed11/06/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $18.17 M | 10 % | 71,372 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $7.76 M | 4 % | 21,837 | ||
AOA ISHARES TR | CORE 80/20 AGGRE | 464289859 | $6.31 M | 4 % | 71,608 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $6.03 M | 3 % | 59,889 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.68 M | 3 % | 8,485 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $4.74 M | 3 % | 101,424 | ||
XLG INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $4.63 M | 3 % | 80,409 | ||
PTLC PACER FDS TR | TRENDP US LAR CP | 69374H105 | $4.51 M | 3 % | 82,362 | ||
AOM ISHARES TR | CORE 40/60 MODER | 464289875 | $4.44 M | 3 % | 93,348 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $4.18 M | 2 % | 19,979 |
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