• 13F History

Financial Advocates Investment Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$1.72B
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 733 stock holdings with total value $1.72B as of Q4 2024. Top holdings included AAPL, NVDA, SPY, MSFT, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 733 $1.72B +$141M -$155M -$14.8M AAPL, NVDA, SPY, MSFT, SPYG 13F-HR 1/27/2025, 04:02 PM
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 718 $1.66B +$206M -$108M +$98.8M SPY, AAPL, MSFT, NVDA, VUG 13F-HR 5/1/2024, 11:25 AM
Q4 2023 690 $1.47B +$206M -$187M +$18.9M AAPL, MSFT, SPY, VUG, NVDA 13F-HR 2/8/2024, 03:58 PM
Q3 2023 670 $1.33B +$102M -$55.1M +$47.2M AAPL, MSFT, SPY, NVDA, VTI 13F-HR 10/27/2023, 04:26 PM
Q2 2023 686 $1.37B +$147M -$102M +$44.7M AAPL, MSFT, SPY, FVD, NVDA 13F-HR 8/7/2023, 11:57 AM
Q1 2023 734 $1.38B +$235M -$105M +$130M AAPL, MSFT, SPY, FVD, VTI 13F-HR 5/11/2023, 11:54 AM
Q4 2022 737 $1.31B +$321M -$137M +$184M AAPL, SPY, MSFT, FVD, VTI 13F-HR 2/14/2023, 04:46 PM
Q3 2022 597 $1.07B +$202M -$126M +$75.8M AAPL, SPY, MSFT, FVD, VTV 13F-HR 11/14/2022, 10:47 AM
Q2 2022 683 $1.22B +$162M -$161M +$884K AAPL, MSFT, SPY, GLD, FVD 13F-HR 8/11/2022, 06:19 PM
Q1 2022 722 $1.51B +$369M -$149M +$220M AAPL, SPY, MSFT, GLD, VTI 13F-HR 5/10/2022, 06:31 PM
Q4 2021 699 $1.49B +$260M -$118M +$142M AAPL, MSFT, SPY, QQQ, VTI 13F-HR 2/11/2022, 05:25 PM
Q3 2021 716 $1.4B +$187M -$133M +$54.5M AAPL, MSFT, VTI, AMZN, GLD 13F-HR 11/3/2021, 06:00 PM
Q2 2021 678 $1.37B +$181M -$186M -$4.91M AAPL, MSFT, SPLG, QQQ, AMZN 13F-HR 8/3/2021, 01:38 PM
Q1 2021 692 $1.3B +$128M -$230M -$102M AAPL, MSFT, SPLG, QQQ, AMZN 13F-HR 5/10/2021, 04:34 PM
Q4 2020 665 $1.37B +$314M -$94.7M +$220M AAPL, SPY, SPLG, MSFT, SLV 13F-HR 2/12/2021, 01:32 PM
Q3 2020 620 $1.16B +$316M -$110M +$206M AAPL, SPY, MSFT, SPLG, SCHZ 13F-HR 11/4/2020, 12:11 PM
Q2 2020 578 $1.02B +$296M -$34.5M +$261M AAPL, SPY, MSFT, VGSH, GLD 13F-HR 8/14/2020, 11:37 AM
Q1 2020 465 $664M +$99.7M -$106M -$6.13M AAPL, MSFT, SCHO, GLD, EDV 13F-HR 4/28/2020, 06:32 PM
Q4 2019 508 $934M +$121M -$70.6M +$50.3M IVV, VTI, AAPL, SPY, QQQ 13F-HR 2/12/2020, 04:58 PM
Q3 2019 469 $865M +$83M -$63.1M +$19.9M IVV, VTI, QQQ, AAPL, SPY 13F-HR 11/12/2019, 04:49 PM
Q2 2019 464 $859M +$116M -$60M +$55.7M IVV, VTI, QQQ, SPY, USMV 13F-HR 8/8/2019, 03:18 PM
Q1 2019 456 $802M +$73.2M -$64.2M +$8.96M IVV, QQQ, SPY, VLUE, AAPL 13F-HR 5/15/2019, 06:22 PM
Q4 2018 420 $731M +$86.5M -$96.5M -$9.93M IVV, SPY, QQQ, BND, VLUE Restatement 5/9/2019, 12:29 PM
Q3 2018 498 $890M +$92.9M -$49M +$43.9M QQQ, IVV, VTI, SPY, AAPL Restatement 7/11/2019, 01:55 PM
Q2 2018 485 $824M +$136M -$22.3M +$114M QQQ, VTI, SPY, AAPL, BND 13F-HR 8/8/2018, 07:44 PM
Q1 2018 482 $767M +$99.2M -$30.1M +$69.1M QQQXXXX, VTI, SPY, BND, AAPL 13F-HR 5/11/2018, 02:39 PM
Q4 2017 493 $731M QQQXXXX, VTI, SPY, BND, USMV 13F-HR 2/14/2018, 06:22 PM