Financial Advocates Investment Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$1.69B
Signature - Title
Doug Whittle - Chief Compliance Officer
Location
Olympia, WA
Summary
This page shows a list of all the recent 13F filings made by Financial Advocates Investment Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Advocates Investment Management reported 750 stock holdings with total value $1.69B as of Q3 2024. Top holdings included AAPL, NVDA, SPY, MSFT, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 750 $1.69B +$137M -$92M +$45.2M AAPL, NVDA, SPY, MSFT, SPYG 13F-HR 10/25/2024, 11:28 AM
Q2 2024 716 $1.58B +$194M -$275M -$81.6M AAPL, NVDA, SPY, MSFT, SPYG 13F-HR 7/26/2024, 06:53 PM
Q1 2024 754 $1.66B +$206M -$108M +$98.7M SPY, AAPL, MSFT, NVDA, VUG 13F-HR 5/1/2024, 11:25 AM
Q4 2023 723 $1.47B +$206M -$169M +$37M AAPL, MSFT, SPY, VUG, NVDA 13F-HR 2/8/2024, 03:58 PM
Q3 2023 692 $1.29B +$101M -$66.2M +$34.4M AAPL, MSFT, NVDA, VTI, FTCS 13F-HR 10/27/2023, 04:26 PM
Q2 2023 692 $1.34B +$146M -$166M -$19.8M AAPL, MSFT, FVD, NVDA, VTI 13F-HR 8/7/2023, 11:57 AM
Q1 2023 735 $1.3B +$157M -$229M -$71.2M AAPL, MSFT, FVD, VTI, FTCS 13F-HR 5/11/2023, 11:54 AM
Q4 2022 748 $1.3B +$302M -$138M +$164M AAPL, SPY, MSFT, FVD, VTI 13F-HR 2/14/2023, 05:46 PM
Q3 2022 741 $1.02B +$147M -$225M -$77.9M AAPL, MSFT, FVD, VUG, FTCS 13F-HR 11/14/2022, 11:47 AM
Q2 2022 683 $1.23B +$171M -$221M -$50.7M AAPL, MSFT, SPY, GLD, FVD 13F-HR 8/11/2022, 06:19 PM
Q1 2022 725 $1.51B +$368M -$141M +$227M AAPL, SPY, MSFT, GLD, VTI 13F-HR 5/10/2022, 06:31 PM
Q4 2021 759 $1.32B +$123M -$229M -$106M MSFT, FVD, AMZN, VTV, GLD 13F-HR 2/11/2022, 06:25 PM
Q3 2021 736 $1.39B +$187M -$137M +$50.2M AAPL, MSFT, VTI, AMZN, GLD 13F-HR 11/3/2021, 06:00 PM
Q2 2021 718 $1.36B +$178M -$183M -$5.06M AAPL, MSFT, SPLG, QQQ, AMZN 13F-HR 8/3/2021, 01:38 PM
Q1 2021 730 $1.28B +$122M -$226M -$104M AAPL, MSFT, SPLG, QQQ, AMZN 13F-HR 5/10/2021, 04:34 PM
Q4 2020 709 $1.34B +$283M -$159M +$123M AAPL, SPLG, MSFT, SLV, QQQ 13F-HR 2/12/2021, 02:32 PM
Q3 2020 616 $1.15B +$299M -$127M +$171M AAPL, SPY, MSFT, SPLG, SCHZ 13F-HR 11/4/2020, 01:11 PM
Q2 2020 589 $939M +$212M -$85.5M +$126M AAPL, SPY, MSFT, VGSH, SCHO 13F-HR 8/14/2020, 11:37 AM
Q1 2020 472 $665M +$99.5M -$143M -$43.8M AAPL, MSFT, SCHO, GLD, EDV 13F-HR 4/28/2020, 06:32 PM
Q4 2019 506 $911M +$95.8M -$106M -$9.66M IVV, VTI, AAPL, QQQ, MSFT 13F-HR 2/12/2020, 05:58 PM
Q3 2019 479 $867M +$83M -$77.2M +$5.85M IVV, VTI, QQQ, AAPL, SPY 13F-HR 11/12/2019, 05:49 PM
Q2 2019 463 $859M +$113M -$79.8M +$33.1M IVV, VTI, QQQ, SPY, USMV 13F-HR 8/8/2019, 03:18 PM
Q1 2019 456 $803M +$73.6M -$81.1M -$7.5M IVV, QQQ, SPY, VLUE, AAPL 13F-HR 5/15/2019, 06:22 PM
Q4 2018 420 $732M +$85.5M -$136M -$50.4M IVV, SPY, QQQ, BND, VLUE Restatement 5/9/2019, 12:29 PM
Q3 2018 501 $892M +$93.1M -$62.7M +$30.4M QQQ, IVV, VTI, SPY, AAPL Restatement 7/11/2019, 01:55 PM
Q2 2018 486 $825M +$136M -$92.4M +$44M QQQ, VTI, SPY, AAPL, BND 13F-HR 8/8/2018, 07:44 PM
Q1 2018 483 $768M +$99.9M -$59M +$40.9M QQQ, VTI, SPY, BND, AAPL 13F-HR 5/11/2018, 02:39 PM
Q4 2017 501 $732M $0 $0 QQQ, VTI, SPY, BND, USMV 13F-HR 2/14/2018, 07:22 PM