Financial Advocates Investment Management

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 29, 2024
Value $
$1.58B
Signature - Title
Doug Whittle - Chief Compliance Officer
Location
1601 Cooper Point Road Nw, Olympia, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 716 $1.58B +$199M -$278M -$78.1M AAPL, NVDA, SPY, MSFT, SPYG 13F-HR 7/26/2024, 06:53 PM
Q1 2024 754 $1.67B +$212M -$114M +$97.9M SPY, AAPL, MSFT, NVDA, VUG 13F-HR 5/1/2024, 11:25 AM
Q4 2023 723 $1.47B +$209M -$172M +$36M AAPL, MSFT, SPY, VUG, NVDA 13F-HR 2/8/2024, 03:58 PM
Q3 2023 692 $1.3B +$106M -$66.2M +$39.8M 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 +$158M -$229M -$71.8M AAPL, MSFT, FVD, VTI, FTCS 13F-HR 5/11/2023, 11:54 AM
Q4 2022 748 $1.31B +$304M -$161M +$143M AAPL, SPY, MSFT, FVD, VTI 13F-HR 2/14/2023, 05:46 PM
Q3 2022 741 $1.06B +$168M -$227M -$59M AAPL, MSFT, FVD, VUG, FTCS 13F-HR 11/14/2022, 11:47 AM
Q2 2022 683 $1.23B +$171M -$221M -$50.6M AAPL, MSFT, SPY, GLD, FVD 13F-HR 8/11/2022, 06:19 PM
Q1 2022 723 $1.52B +$368M -$148M +$220M AAPL, SPY, MSFT, GLD, VTI 13F-HR 5/10/2022, 06:31 PM
Q4 2021 703 $1.33B +$131M -$229M -$98M MSFT, FVD, AMZN, VTV, GLD 13F-HR 2/11/2022, 06:25 PM
Q3 2021 715 $1.4B +$188M -$137M +$51.1M AAPL, MSFT, VTI, AMZN, GLD 13F-HR 11/3/2021, 06:00 PM
Q2 2021 677 $1.37B +$180M -$194M -$13.7M AAPL, MSFT, SPLG, QQQ, AMZN 13F-HR 8/3/2021, 01:38 PM
Q1 2021 691 $1.3B +$128M -$243M -$114M AAPL, MSFT, SPLG, QQQ, AMZN 13F-HR 5/10/2021, 04:34 PM
Q4 2020 674 $1.37B +$296M -$162M +$134M AAPL, SPLG, MSFT, SLV, QQQ 13F-HR 2/12/2021, 02:32 PM
Q3 2020 611 $1.15B +$300M -$135M +$165M AAPL, SPY, MSFT, SPLG, SCHZ 13F-HR 11/4/2020, 01:11 PM
Q2 2020 569 $950M +$223M -$90.7M +$132M AAPL, SPY, MSFT, VGSH, SCHO 13F-HR 8/14/2020, 11:37 AM
Q1 2020 468 $691M +$115M -$154M -$39.1M AAPL, MSFT, SCHO, SPY, GLD 13F-HR 4/28/2020, 06:32 PM
Q4 2019 504 $911M +$95.8M -$106M -$9.85M IVV, VTI, AAPL, QQQ, MSFT 13F-HR 2/12/2020, 05:58 PM
Q3 2019 472 $868M +$83.2M -$77.3M +$5.91M IVV, VTI, QQQ, AAPL, SPY 13F-HR 11/12/2019, 05:49 PM
Q2 2019 462 $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 -$81.6M -$7.97M 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 498 $892M +$93.1M -$63M +$30.1M 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