Financial Advocates Investment Management
Q1 2025 13F Holdings
- Locationolympia, WA
- Num holdings
722
- Value ($000)
$1,426,558
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001730293
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $49.84M | 4 % | 459,845 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $41.95M | 3 % | 74,989 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $28.91M | 2 % | 359,716 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $27.45M | 2 % | 99,870 | ||
KRE SPDR SER TR | S&P METALS MNG | 78464A755 | $23.45M | 2 % | 256,410 | ||
AMZN AMAZON COM INC | COM | 023135106 | $22.50M | 2 % | 118,278 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $20.29M | 1 % | 881,558 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $19.94M | 1 % | 214,830 | ||
AAPL APPLE INC | COM | 037833100 | $19.74M | 1 % | 88,865 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $19.53M | 1 % | 67,781 |
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