Financial Advocates Investment Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationolympia, WA
- CIK0001730293
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
752 | $1.76B | AAPL, NVDA, SPY, MSFT | 13F-HR | Jan 27, 2025 | 000173029325000001 | ||
768 | $1.77B | AAPL, NVDA, SPY, MSFT | 13F-HR | Oct 25, 2024 | 000173029324000005 | ||
741 | $1.61B | AAPL, NVDA, SPY, MSFT | 13F-HR | Jul 29, 2024 | 000173029324000003 | ||
773 | $1.73B | SPY, AAPL, MSFT, NVDA | 13F-HR | May 1, 2024 | 000173029324000002 | ||
732 | $1.53B | AAPL, MSFT, SPY, VUG | 13F-HR | Feb 8, 2024 | 000173029324000001 | ||
696 | $1.39B | AAPL, MSFT, SPY, NVDA | 13F-HR | Oct 27, 2023 | 000173029323000005 | ||
694 | $1.40B | AAPL, MSFT, SPY, FVD | 13F-HR | Aug 7, 2023 | 000173029323000004 | ||
744 | $1.39B | AAPL, MSFT, SPY, FVD | 13F-HR | May 11, 2023 | 000173029323000002 | ||
753 | $1.34B | AAPL, SPY, MSFT, FVD | 13F-HR | Feb 15, 2023 | 000173029323000001 | ||
748 | $1.21B | AAPL, SPY, MSFT, FVD | 13F-HR | Nov 14, 2022 | 000173029322000004 | ||
684 | $1.23B | AAPL, MSFT, SPY, GQ9 | 13F-HR | Aug 12, 2022 | 000173029322000003 | ||
728 | $1.52B | AAPL, SPY, MSFT, GQ9 | 13F-HR | May 11, 2022 | 000173029322000002 | ||
765 | $1.59B | AAPL, MSFT, SPY, NDQ | 13F-HR | Feb 14, 2022 | 000173029322000001 | ||
739 | $1.48B | AAPL, MSFT, SPY, NDQ | 13F-HR | Nov 4, 2021 | 000173029321000004 | ||
732 | $1.50B | AAPL, MSFT, SPY, KRE | 13F-HR | Aug 3, 2021 | 000173029321000003 | ||
746 | $1.41B | AAPL, MSFT, SPY, KRE | 13F-HR | May 10, 2021 | 000173029321000002 | ||
714 | $1.46B | AAPL, SPY, KRE, MSFT | 13F-HR | Feb 12, 2021 | 000173029321000001 | ||
626 | $1.17B | AAPL, SPY, MSFT, KRE | 13F-HR | Nov 4, 2020 | 000173029320000004 | ||
607 | $1.06B | AAPL, SPY, MSFT, VGSH | 13F-HR | Aug 14, 2020 | 000173029320000003 | ||
477 | $700.92M | AAPL, MSFT, SCHO, SPY | 13F-HR | Apr 29, 2020 | 000173029320000002 | ||
510 | $939.16M | IVV, VTI, AAPL, SPY | 13F-HR | Feb 13, 2020 | 000173029320000001 | ||
482 | $875.68M | IVV, VTI, NDQ, AAPL | 13F-HR | Nov 13, 2019 | 000173029319000008 | ||
467 | $862.59M | IVV, VTI, NDQ, SPY | 13F-HR | Aug 8, 2019 | 000173029319000007 | ||
457 | $804.02M | IVV, NDQ, SPY, VLUE | 13F-HR | May 16, 2019 | 000173029319000004 | ||
420 | $732.70M | IVV, SPY, NDQ, BND | RESTATEMENT | May 9, 2019 | 000173029319000003 | ||
253 | $397.85M | PH, AAPL, EV, EBA | RESTATEMENT | Mar 4, 2019 | 000173029319000002 | ||
502 | $895.59M | NDQ, IVV, VTI, SPY | RESTATEMENT | Jul 11, 2019 | 000173029319000006 | ||
486 | $825.51M | NDQ, VTI, SPY, AAPL | 13F-HR | Aug 9, 2018 | 000173029318000003 | ||
483 | $768.96M | QQQ, VTI, SPY, BND | 13F-HR | May 11, 2018 | 000173029318000002 | ||
515 | $732.70M | QQQ, VTI, SPY, BND | 13F-HR | Feb 15, 2018 | 000173029318000001 |