Financial Advocates Investment Management
Q4 2024 13F Holdings
- Locationolympia, WA
- Num holdings
752
- Value ($000)
$1,757,095
- Date Filed01/27/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $88.32M | 5 % | 352,694 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $64.35M | 4 % | 479,200 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $53.55M | 3 % | 91,373 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $49.07M | 3 % | 116,422 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $32.76M | 2 % | 372,683 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $29.74M | 2 % | 102,616 | ||
AMZN AMAZON COM INC | COM | 023135106 | $28.06M | 2 % | 127,910 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $24.87M | 1 % | 399,204 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $23.19M | 1 % | 1,009,236 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $22.93M | 1 % | 326,237 |
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