Notify me when Financial Advocates Investment Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 104 | $177,280,955 | +$3,267,227 | -$1,104,996,598 | -$1,101,729,371 | AAPL, GLD, AOA, MINT, IVV | 13F-HR | 06 Nov 2025, 15:22 |
| Q2 2025 | 610 | $1,223,928,468 | +$201,148,856 | -$506,694,730 | -$305,545,874 | AAPL, SPY, NVDA, VTI, MSFT | 13F-HR | 12 Aug 2025, 16:02 |
| Q1 2025 | 707 | $1,399,853,392 | +$124,684,939 | -$383,675,692 | -$258,990,753 | NVDA, SPY, SPYG, VTI, AMZN | 13F-HR | 28 Apr 2025, 12:30 |
| Q4 2024 | 733 | $1,721,316,451 | +$140,581,979 | -$155,420,532 | -$14,838,553 | AAPL, NVDA, SPY, MSFT, SPYG | 13F-HR | 27 Jan 2025, 16:02 |
| Q3 2024 | 750 | $1,692,429,410 | +$137,187,944 | -$92,001,901 | +$45,186,043 | AAPL, NVDA, SPY, MSFT, SPYG | 13F-HR | 25 Oct 2024, 11:28 |
| Q2 2024 | 716 | $1,582,656,279 | +$193,639,476 | -$275,284,311 | -$81,644,835 | AAPL, NVDA, SPY, MSFT, SPYG | 13F-HR | 26 Jul 2024, 18:53 |
| Q1 2024 | 754 | $1,661,000,156 | +$206,398,863 | -$107,653,935 | +$98,744,928 | SPY, AAPL, MSFT, NVDA, VUG | 13F-HR | 01 May 2024, 11:25 |
| Q4 2023 | 723 | $1,466,483,343 | +$206,036,262 | -$169,048,375 | +$36,987,887 | AAPL, MSFT, SPY, VUG, NVDA | 13F-HR | 08 Feb 2024, 15:58 |
| Q3 2023 | 692 | $1,294,628,122 | +$100,615,641 | -$66,187,207 | +$34,428,434 | AAPL, MSFT, NVDA, VTI, FTCS | 13F-HR | 27 Oct 2023, 16:26 |
| Q2 2023 | 692 | $1,337,752,350 | +$146,353,210 | -$166,173,250 | -$19,820,040 | AAPL, MSFT, FVD, NVDA, VTI | 13F-HR | 07 Aug 2023, 11:57 |
| Q1 2023 | 735 | $1,301,698,797 | +$157,467,339 | -$228,651,721 | -$71,184,382 | AAPL, MSFT, FVD, VTI, FTCS | 13F-HR | 11 May 2023, 11:54 |
| Q4 2022 | 748 | $1,302,633,731 | +$301,935,604 | -$138,268,809 | +$163,666,795 | AAPL, SPY, MSFT, FVD, VTI | 13F-HR | 14 Feb 2023, 17:46 |
| Q3 2022 | 741 | $1,022,210,000 | +$146,913,140 | -$224,769,724 | -$77,856,584 | AAPL, MSFT, FVD, VUG, FTCS | 13F-HR | 14 Nov 2022, 11:47 |
| Q2 2022 | 683 | $1,231,255,000 | +$170,567,483 | -$221,274,317 | -$50,706,834 | AAPL, MSFT, SPY, GLD, FVD | 13F-HR | 11 Aug 2022, 18:19 |
| Q1 2022 | 725 | $1,514,602,000 | +$367,592,945 | -$141,092,618 | +$226,500,327 | AAPL, SPY, MSFT, GLD, VTI | 13F-HR | 10 May 2022, 18:31 |
| Q4 2021 | 759 | $1,320,025,000 | +$123,034,047 | -$228,811,981 | -$105,777,934 | MSFT, FVD, AMZN, VTV, GLD | 13F-HR | 11 Feb 2022, 18:25 |
| Q3 2021 | 736 | $1,387,609,000 | +$187,246,023 | -$137,074,822 | +$50,171,201 | AAPL, MSFT, VTI, AMZN, GLD | 13F-HR | 03 Nov 2021, 18:00 |
| Q2 2021 | 718 | $1,357,862,000 | +$178,264,193 | -$183,320,232 | -$5,056,039 | AAPL, MSFT, SPLG, QQQ, AMZN | 13F-HR | 03 Aug 2021, 13:38 |
| Q1 2021 | 730 | $1,277,282,000 | +$121,981,814 | -$226,435,577 | -$104,453,763 | AAPL, MSFT, SPLG, QQQ, AMZN | 13F-HR | 10 May 2021, 16:34 |
| Q4 2020 | 709 | $1,343,173,000 | +$282,617,609 | -$159,232,807 | +$123,384,802 | AAPL, SPLG, MSFT, SLV, QQQ | 13F-HR | 12 Feb 2021, 14:32 |
| Q3 2020 | 616 | $1,145,795,000 | +$298,881,976 | -$127,401,491 | +$171,480,485 | AAPL, SPY, MSFT, SPLG, SCHZ | 13F-HR | 04 Nov 2020, 13:11 |
| Q2 2020 | 589 | $939,334,000 | +$211,657,526 | -$85,521,860 | +$126,135,666 | AAPL, SPY, MSFT, VGSH, SCHO | 13F-HR | 14 Aug 2020, 11:37 |
| Q1 2020 | 472 | $664,753,000 | +$99,475,528 | -$143,237,334 | -$43,761,806 | AAPL, MSFT, SCHO, GLD, EDV | 13F-HR | 28 Apr 2020, 18:32 |
| Q4 2019 | 506 | $911,077,000 | +$95,840,871 | -$105,501,180 | -$9,660,309 | IVV, VTI, AAPL, QQQ, MSFT | 13F-HR | 12 Feb 2020, 17:58 |
| Q3 2019 | 479 | $867,314,000 | +$83,019,306 | -$77,171,317 | +$5,847,989 | IVV, VTI, QQQ, AAPL, SPY | 13F-HR | 12 Nov 2019, 17:49 |
| Q2 2019 | 463 | $858,903,000 | +$112,909,269 | -$79,786,242 | +$33,123,027 | IVV, VTI, QQQ, SPY, USMV | 13F-HR | 08 Aug 2019, 15:18 |
| Q1 2019 | 456 | $803,013,000 | +$73,632,251 | -$81,128,057 | -$7,495,806 | IVV, QQQ, SPY, VLUE, AAPL | 13F-HR | 15 May 2019, 18:22 |
| Q4 2018 | 420 | $732,224,000 | +$85,501,240 | -$135,920,472 | -$50,419,232 | IVV, SPY, QQQ, BND, VLUE | Restatement | 09 May 2019, 12:29 |
| Q3 2018 | 501 | $891,734,000 | +$93,113,071 | -$62,701,006 | +$30,412,065 | QQQ, IVV, VTI, SPY, AAPL | Restatement | 11 Jul 2019, 13:55 |
| Q2 2018 | 486 | $824,502,000 | +$136,390,411 | -$92,371,629 | +$44,018,782 | QQQ, VTI, SPY, AAPL, BND | 13F-HR | 08 Aug 2018, 19:44 |
| Q1 2018 | 483 | $768,068,000 | +$99,853,622 | -$58,955,999 | +$40,897,623 | QQQ, VTI, SPY, BND, AAPL | 13F-HR | 11 May 2018, 14:39 |
| Q4 2017 | 501 | $732,362,000 | $0 | $0 | $0 | QQQ, VTI, SPY, BND, USMV | 13F-HR | 14 Feb 2018, 19:22 |