Financial Advocates Investment Management

Investment Portfolio & 13F Holdings Analysis

About

Financial Advocates Investment Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 707 holdings worth $1.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "INSM",
  "GTX",
  "MPWR",
  "ARGX",
  "GDX",
  null,
  "XP",
  "BROS",
  null,
  null,
  "SMCI",
  null,
  "SNOW",
  "MU",
  null,
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "RVT",
  null,
  null,
  "VONG",
  null,
  "NNE",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  null,
  "RIG",
  "QQQX",
  "SENS",
  null,
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "BRO",
  null,
  "CP.TO",
  "BDJ",
  "ARCC",
  "BBDC",
  "BITF",
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DUK",
  null,
  "EOI",
  "EVT",
  "PSQH",
  null,
  "MARA",
  null,
  null,
  null,
  null,
  null,
  "QS",
  null,
  null,
  null,
  "LOGI",
  "LWLG",
  null,
  null,
  "FCX",
  "PFL",
  null,
  null,
  "ECC",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPOK",
  null,
  "TSLX",
  "AOD",
  "GILD",
  "GIS",
  null,
  "HON",
  "HD",
  null,
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FBIO",
  null,
  null,
  "UNP",
  "GBCI",
  "QCOM",
  "GLPI",
  "SCCO",
  null,
  null,
  "FUBO",
  "SIL",
  "GEVO",
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "HLI",
  null,
  "HWM",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  null,
  "BKNG",
  "TOON",
  "INMB",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DXYZ",
  "RMT",
  "PMM",
  null,
  "CHI",
  null,
  null,
  "BOE",
  null,
  null,
  null,
  "KNSL",
  null,
  "KMI",
  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  "RCAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "PCM",
  "MMC",
  null,
  null,
  "PWR",
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
  "ENPH",
  "EQIX",
  null,
  "GE",
  "GPC",
  null,
  null,
  "NVS",
  "NU",
  null,
  "ODFL",
  null,
  null,
  null,
  "ICLR",
  "SMR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "LPLA",
  "MKC",
  "JPC",
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  null,
  "REGN",
  null,
  null,
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
  "AQST",
  "NPCE",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "VCIT",
  null,
  "PRMB",
  null,
  "EFR",
  "NGG",
  null,
  "DSL",
  null,
  "VIG",
  null,
  "MCHX",
  null,
  "LYG",
  null,
  "TTE",
  null,
  null,
  null,
  "TOST",
  "TXT",
  "TSCO",
  "IWO",
  "XLB",
  "SNY",
  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
  "SMG",
  null,
  null,
  "RMD",
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
  null,
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "PAC",
  null,
  null,
  null,
  null,
  "IDXX",
  null,
  "AOS",
  "RACE",
  "FDS",
  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "HII",
  null,
  null,
  null,
  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WABC",
  null,
  "WFC",
  "WEN",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "IUSG",
  null,
  null,
  null,
  null,
  "EXPI",
  "GRMN",
  "OPXS",
  "CNQ",
  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "JKHY",
  "NDSN",
  "INFY",
  null,
  "NXPI",
  "MKL",
  "MNDY",
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
  "SSD",
  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "HALO",
  null,
  null,
  "IUSV",
  null,
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BKH",
  null,
  "BA",
  null,
  "BCX",
  "BMY",
  "BTI",
  "BIP",
  "BWXT",
  "CCJ",
  "CNI",
  "CDNS",
  "CARR",
  "CAVA",
  "CASY",
  "LEU",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CCEP",
  "CBSH",
  "COP",
  "STZ",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
  "CSX",
  "DE",
  "DVN",
  "DAL",
  "DXCM",
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 707
Total Value: 1423304855
Accession Number: 0001730293-25-000003
Form Type: 13F-HR
CIK: financial-advocates-investment-management
Manager Name: Financial-Advocates-Investment-Management

Data Enrichment

60% identified

425 identified282 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

707 positions • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 36

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NVIDIA CORP

NVDA|67066G104

Shares:459.8K

Value:$49.8M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:75.0K

Value:$41.9M

78464A409

SPYG|78464A409

Shares:359.7K

Value:$28.9M

922908769

VTI|922908769

Shares:99.9K

Value:$27.4M

78464A755

Shares:256.4K

Value:$23.5M

AMAZON COM INC

AMZN|023135106

Shares:118.3K

Value:$22.5M

46429B267

Shares:881.6K

Value:$20.3M

464287309

IVW|464287309

Shares:214.8K

Value:$19.9M

Apple Inc.

AAPL|037833100

Shares:88.9K

Value:$19.7M

SPDR GOLD TRUST

GLD|78463V107

Shares:67.8K

Value:$19.5M

464288646

Shares:342.8K

Value:$18.0M

464287671

IUSG|464287671

Shares:155.1K

Value:$17.8M

464287226

Shares:171.8K

Value:$17.0M

46432F339

QUAL|46432F339

Shares:97.6K

Value:$16.7M

464287507

IJH|464287507

Shares:275.7K

Value:$16.1M

464288588

Shares:154.1K

Value:$14.5M

46654Q609

Shares:185.9K

Value:$13.7M

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:28.8K

Value:$13.5M

46434G103

IEMG|46434G103

Shares:249.0K

Value:$13.4M

464287200

IVV|464287200

Shares:23.7K

Value:$13.3M

Instrument	Shares		Other Manager	Value
NVIDIA CORP(NVDAcusip67066G104)	459.8K	QoQ +45884.50% (+458.8K) YoY +855.85% (+411.7K)	All Managers (Combined)	$49.8M	QoQ +37012.27% (+$49.7M) YoY +14.65% (+$6.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	75.0K	QoQ +8232.11% (+74.1K) YoY -44.81% (-60.9K)	All Managers (Combined)	$41.9M	QoQ +7852.64% (+$41.4M) YoY -40.98% (-$29.1M)
(SPYGcusip78464A409)	359.7K	QoQ -3.47% (-13.0K) YoY +4.74% (+16.3K)	All Managers (Combined)	$28.9M	QoQ -11.74% (-$3.8M) YoY +15.05% (+$3.8M)
(VTIcusip922908769)	99.9K	QoQ -2.67% (-2.7K) YoY +8.53% (+7.9K)	All Managers (Combined)	$27.4M	QoQ -7.70% (-$2.3M) YoY +14.93% (+$3.6M)
(cusip78464A755)✕	256.4K	QoQ +8.81% (+20.8K) YoY NEW(+256.4K)	All Managers (Combined)	$23.5M	QoQ +9.09% (+$2.0M) YoY NEW(+$23.5M)
AMAZON COM INC(AMZNcusip023135106)	118.3K	QoQ +13042.00% (+117.4K) YoY -8.51% (-11.0K)	All Managers (Combined)	$22.5M	QoQ +11297.06% (+$22.3M) YoY -3.49% (-$816.0K)
(cusip46429B267)✕	881.6K	QoQ -12.65% (-127.7K) YoY +195.88% (+583.6K)	All Managers (Combined)	$20.3M	QoQ -12.52% (-$2.9M) YoY +190.23% (+$13.3M)
(IVWcusip464287309)	214.8K	QoQ +26.87% (+45.5K) YoY +16.98% (+31.2K)	All Managers (Combined)	$19.9M	QoQ +16.02% (+$2.8M) YoY +27.70% (+$4.3M)
Apple Inc.(AAPLcusip037833100)	88.9K	QoQ +22116.25% (+88.5K) YoY -77.68% (-309.4K)	All Managers (Combined)	$19.7M	QoQ +19606.37% (+$19.6M) YoY -71.09% (-$48.6M)
SPDR GOLD TRUST(GLDcusip78463V107)	67.8K	QoQ +8.70% (+5.4K) YoY +12.74% (+7.7K)	All Managers (Combined)	$19.5M	QoQ +29.35% (+$4.4M) YoY +57.91% (+$7.2M)
(cusip464288646)✕	342.8K	QoQ +17.11% (+50.1K) YoY NEW(+342.8K)	All Managers (Combined)	$18.0M	QoQ +18.63% (+$2.8M) YoY NEW(+$18.0M)
(IUSGcusip464287671)	155.1K	QoQ +6.18% (-9.0K) YoY +26.97% (+33.0K)	All Managers (Combined)	$17.8M	QoQ -12.78% (-$2.6M) YoY +22.43% (+$3.3M)
(cusip464287226)✕	171.8K	QoQ -6.00% (-11.0K) YoY +5.15% (+8.4K)	All Managers (Combined)	$17.0M	QoQ -4.04% (-$715.6K) YoY +5.99% (+$961.1K)
(QUALcusip46432F339)	97.6K	QoQ +4.45% (+4.2K) YoY +32.80% (+24.1K)	All Managers (Combined)	$16.7M	QoQ +0.23% (+$39.2K) YoY +42.02% (+$4.9M)
(IJHcusip464287507)	275.7K	QoQ -30.94% (-123.5K) YoY -20.50% (-71.1K)	All Managers (Combined)	$16.1M	QoQ -35.33% (-$8.8M) YoY -23.62% (-$5.0M)
(cusip464288588)✕	154.1K	QoQ +19.54% (+25.2K) YoY +60.11% (+57.9K)	All Managers (Combined)	$14.5M	QoQ +22.28% (+$2.6M) YoY +62.42% (+$5.6M)
(cusip46654Q609)✕	185.9K	QoQ +9.36% (-15.9K) YoY +28.25% (+41.0K)	All Managers (Combined)	$13.7M	QoQ -0.40% (-$56.4K) YoY +34.86% (+$3.5M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	28.8K	QoQ +9499.00% (+28.5K) YoY -14.27% (-4.8K)	All Managers (Combined)	$13.5M	QoQ +8704.58% (+$13.4M) YoY -9.46% (-$1.4M)
(IEMGcusip46434G103)	249.0K	QoQ +26.35% (+51.9K) YoY +58.21% (+91.6K)	All Managers (Combined)	$13.4M	QoQ +30.58% (+$3.1M) YoY +65.48% (+$5.3M)
(IVVcusip464287200)	23.7K	QoQ -7.05% (-1.8K) YoY +48.18% (+7.7K)	All Managers (Combined)	$13.3M	QoQ -11.27% (-$1.7M) YoY +66.40% (+$5.3M)