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CIK: 0001730293
Total reported value
$177.9M
$177.9M
733 檔
162.4%
At the close of Q4 2024, Financial Advocates Investment Management disclosed equity holdings valued at approximately $177.9M, spread across 733 reported holdings.
During Q4 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 733 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.03% | — | -3.72% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.67% | -2.64% | -5.76% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.08% | -0.75% | -0.21% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | +0.58% | -4.02% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.86% | -2.03% | EXIT | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.69% | +0.36% | +6.51% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.80% | -2.35% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.42% | -1.13% | EXIT | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.32% | -1.25% | +6.08% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | — | +0.94% | |
| 11 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.22% | -1.64% | EXIT | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.16% | -1.24% | EXIT | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | -0.35% | -9.71% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | -0.58% | +9.14% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | — | -0.01% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.01% | -1.19% | EXIT | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.30% | -10.71% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.95% | +0.15% | -2.38% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.86% | +0.27% | +209.17% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | +2.93% | -2.15% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | +0.38% | +18.51% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +2.26% | +36.59% | |
| 23 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.78% | +1.22% | +0.63% | |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.72% | -0.91% | EXIT | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | — | -59.03% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.71% | -0.93% | EXIT | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.69% | — | -7.12% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.67% | -0.20% | +27.41% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | -0.15% | -9.26% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | +1.28% | +45.83% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | +2.39% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.62% | — | +21.90% | |
| 33 | PAVE | Global X US Infrastructure | ETF-Other | 0.60% | -0.69% | EXIT | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | -0.70% | EXIT | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.22% | +25.23% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.15% | +4.12% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | — | -14.19% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.55% | -0.71% | EXIT | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | — | +5.16% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.31% | -0.20% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.19% | -1.72% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | -0.51% | EXIT | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.57% | EXIT | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | — | +4.81% | |
| 45 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.50% | -0.57% | EXIT | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | -0.45% | EXIT | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.43% | -0.13% | -9.30% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-Other | 0.41% | -0.29% | -3.34% | |
| 49 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.41% | — | -18.86% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.41% | +1.05% | +8.22% |
According to official SEC Form 13F filings, Financial Advocates Investment Management reported a total U.S. public equity portfolio value of $177.9M across 733 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, SPY) accounted for 162.4% of total reported equity market value during Q4 2024.
During Q4 2024, Financial Advocates Investment Management's top holdings by market value included AAPL (5.0%)、NVDA (3.7%)、SPY (3.1%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q4 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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