StockDriftsStockDriftsTop 50 Financial Advocates Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.22% | 71.4K | $18.2M | -67.87%(-150.77K) | $153.04(+78.65%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 4.36% | 21.8K | $7.8M | -57.73%(-29.82K) | $170.02(+145.11%) | 2025-09-30 | |
| AOA | ISHARES TR | 3.55% | 71.6K | $6.3M | +0.48%(+342) | $71.62(+25.94%) | 2025-09-30 | |
| MINT | PIMCO ETF TR | 3.39% | 59.9K | $6.0M | -18.04%(-13.18K) | $100.05(+0.60%) | 2025-09-30 | |
| IVV | ISHARES TR | 3.19% | 8.5K | $5.7M | -63.23%(-14.59K) | $472.69(+46.67%) | 2025-09-30 | |
| IUSB | ISHARES TR | 2.66% | 101.4K | $4.7M | -20.65%(-26.39K) | $45.62(+2.21%) | 2025-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 2.6% | 80.4K | $4.6M | -7.54%(-6.55K) | $38.71(+54.95%) | 2025-09-30 | |
| PTLC | PACER FDS TR | 2.54% | 82.4K | $4.5M | -23.42%(-25.18K) | $36.80(+54.47%) | 2025-09-30 | |
| AOM | ISHARES TR | 2.5% | 93.3K | $4.4M | +4.35%(+3.89K) | $41.56(+15.45%) | 2025-09-30 | |
| ITA | ISHARES TR | 2.35% | 20.0K | $4.2M | -1.84%(-375) | $124.07(+75.77%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.92% | +94.92% | — | — | +94.92% |
| Top 20 Holdings Unweighted | +21.57% | +79.68% | — | — | +79.68% |
Financial Advocates Investment Management reports $177.88M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.2%), GLD (4.4%) and AOA (3.5%). The top 20 holdings account for 56.62% of reported assets. Its disclosed equity book has returned +94.92% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Advocates Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730293). View Financial Advocates Investment Management’s 13F filings on SEC