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CIK: 0001730293
Total reported value
$177.9M
$177.9M
755 檔
151.1%
According to the latest 13F quarterly dataset, Financial Advocates Investment Management managed an equity portfolio of $177.9M at the end of Q1 2024, spanning 755 distinct U.S. exchange-listed positions.
During Q1 2024, Financial Advocates Investment Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 755 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.15% | -0.75% | +44.26% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.96% | — | +4.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | +0.58% | -4.06% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | -2.64% | -3.98% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 1.72% | — | -1.36% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.46% | -2.03% | EXIT | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.36% | -4.34% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.80% | +0.61% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | — | +4.06% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | -1.13% | EXIT | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 0.95% | +1.28% | -17.16% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -1.19% | EXIT | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.91% | -0.15% | -6.13% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.30% | -0.07% | |
| 15 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 0.89% | — | +19.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | -0.58% | +15.30% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.86% | — | +89.88% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.84% | -1.24% | EXIT | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | +0.38% | +1.65% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.83% | — | -5.08% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.79% | -0.93% | EXIT | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | -0.57% | EXIT | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.73% | — | +77.49% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | +2.93% | +0.12% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.70% | — | -5.43% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | +0.15% | +6.26% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | -0.55% | EXIT | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.64% | — | +1247.86% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.45% | EXIT | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.61% | — | +2.73% | |
| 31 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.59% | +1.22% | +581.28% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.56% | — | +409.44% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | — | +62.66% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.55% | — | +19.27% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.31% | +7.71% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.35% | +7.52% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | — | -26.47% | |
| 38 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.54% | — | +41.04% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | — | -51.09% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.54% | -0.69% | EXIT | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.52% | — | +4.77% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | -0.20% | +0.87% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | — | +0.57% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.19% | -1.65% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | — | -14.19% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | — | +0.62% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | -0.71% | EXIT | |
| 48 | IQLT | Ishares Msci International Q | ETF-Other | 0.47% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.15% | +7.39% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +2.26% | -6.14% |
According to official SEC Form 13F filings, Financial Advocates Investment Management reported a total U.S. public equity portfolio value of $177.9M across 755 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, MSFT) accounted for 151.1% of total reported equity market value during Q1 2024.
During Q1 2024, Financial Advocates Investment Management's top holdings by market value included SPY (4.2%)、AAPL (4.0%)、MSFT (3.2%). The largest single position, SPY, represented 4.2% of total portfolio value.
In Q1 2024, Financial Advocates Investment Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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