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CIK: 0001730293
Total reported value
$177.9M
$177.9M
707 檔
96.7%
During the Q1 2025 filing period, Financial Advocates Investment Management (CIK: 0001730293) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $177.9M across 707 reported positions.
In Q1 2025, Financial Advocates Investment Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 707 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | -2.64% | -4.22% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.97% | -0.75% | -17.97% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.03% | -2.03% | EXIT | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.92% | +0.36% | -2.68% | |
| 5 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.64% | -1.64% | EXIT | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.80% | -7.48% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 1.43% | +2.93% | +13.35% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.42% | -1.25% | -12.65% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.30% | +26.87% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.38% | — | -74.83% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.26% | +0.27% | +17.12% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.24% | -1.24% | EXIT | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | -1.19% | EXIT | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.17% | +0.15% | +4.45% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | -1.13% | EXIT | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.01% | -0.20% | +19.55% | |
| 17 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.96% | +1.22% | +9.36% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | -0.58% | -19.85% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.94% | +0.15% | +26.36% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +2.26% | -7.05% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.93% | -0.93% | EXIT | |
| 22 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.89% | -0.15% | +12.91% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.35% | -7.29% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | +0.38% | -21.95% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | +1.28% | -4.69% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | -0.29% | +47.91% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.58% | -75.37% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.71% | -0.71% | EXIT | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.70% | -0.70% | EXIT | |
| 31 | PAVE | Global X US Infrastructure | ETF-Other | 0.69% | -0.69% | EXIT | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.64% | -0.42% | +224.61% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.62% | +1.05% | +32.05% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.61% | — | -11.91% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.57% | EXIT | |
| 36 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.57% | -0.57% | EXIT | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.55% | EXIT | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | +0.78% | +525.12% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.54% | -0.54% | EXIT | |
| 40 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.52% | -0.13% | +5.70% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.22% | -28.94% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.31% | -35.57% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.51% | -0.51% | EXIT | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.19% | -26.59% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.49% | -0.49% | EXIT | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.49% | -0.49% | EXIT | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.45% | EXIT | |
| 48 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.43% | -0.31% | +0.26% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | — | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.41% | -0.41% | EXIT |
According to official SEC Form 13F filings, Financial Advocates Investment Management reported a total U.S. public equity portfolio value of $177.9M across 707 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, SPYG) accounted for 96.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $49.9M
During Q1 2025, Financial Advocates Investment Management's top holdings by market value included NVDA (3.5%)、SPY (3.0%)、SPYG (2.0%). The largest single position, NVDA, represented 3.5% of total portfolio value.
In Q1 2025, Financial Advocates Investment Management made 50 total portfolio adjustments, initiating 50 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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