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Financial Advocates Investment Management

CIK:0001730293
Investment Adviser
$1B AUM
627 holdings
Olympia, WA, USA
Founded:2001
85 employees
financialadvocates.com
Latest filing:Jun 30, 2025

Financial Advocates Investment Management, LLC offers discretionary and non-discretionary investment advisory services to retail investors, including wrap programs, mutual funds, model portfolios, and retirement consulting.

Latest 13F Filing Activity

Financial Advocates Investment Management filed their most recent 13F report on Jun 30, 2025 disclosing 609 equity positions and 17 options positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Ishares TR, Microsoft Corp. among other positions. Financial Advocates Investment Management reduced exposure to SPDR Ser TR, SPDR Series Trust, Ishares TR among others.

Top Buys
A
AAPLAPPLE INC
+$25.8M
I
IEFAISHARES TR
+$25.0M
M
MSFTMICROSOFT CORP
+$15.4M
S
SPLGSPDR SERIES TRUST
+$12.7M
I
IJRISHARES TR
+$11.6M
Top Sells
X
XMESPDR SER TR
-$23.5M
S
SPYGSPDR SERIES TRUST
-$18.9M
I
IGSBISHARES TR
-$14.9M
A
AGGISHARES TR
-$12.1M
N
NVDANVIDIA CORPORATION
-$11.4M

Top Holdings

A
AAPLAPPLE INC
+3.7%$45.6M
S
SPYSPDR S&P 500 ETF TR
+3.5%$42.7M
N
NVDANVIDIA CORPORATION
+3.1%$38.5M
V
VTIVANGUARD INDEX FDS
+2.4%$28.9M
M
MSFTMICROSOFT CORP
+2.1%$26.2M

Equity Positions (609)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE INC3.71%$45.6M222,140$189.59$205.17+$25.8M
S
SPY
SPDR S&P 500 ETF TR3.48%$42.7M69,158$489.43$617.85+$781.4K
N
NVDA
NVIDIA CORPORATION3.13%$38.5M243,418$17.16$157.99-$11.4M
V
VTI
VANGUARD INDEX FDS2.35%$28.9M95,096$227.00$303.93+$1.5M
M
MSFT
MICROSOFT CORP2.13%$26.2M52,668$314.40$497.41+$15.4M

Options Positions (17)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
G
GLD
SPDR GOLD TR—
Put
$884.0K29$304.83$288.140+$48.4K
F
FI
FISERV INCNew
Call
$689.6K40$172.41$172.41+40+$689.6K
Q
QQQ
INVESCO QQQ TRBought
Put
$496.5K9$551.64$551.64+9+$496.5K
S
SNOW
SNOWFLAKE INCSold
Put
$223.8K10$223.77$150.77-6+$14.1K
A
AMZN
AMAZON COM INCNew
Call
$197.5K9$219.39$219.39+9+$197.5K

Industry Allocation

ELECTRONIC COMPUTERS
+10.2%
COMMODITY CONTRACTS BROKERS & DEALERS
+7.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.5%
SERVICES-PREPACKAGED SOFTWARE
+1.5%
SEMICONDUCTORS & RELATED DEVICES
+0.9%
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