HoldingsChannel.com
Financial Advocates Investment Management Top Holdings
As of  03/31/2023, below is a summary of the Financial Advocates Investment Management top holdings by largest position size, as per the latest 13f filing made by Financial Advocates Investment Management. In the Financial Advocates Investment Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Financial Advocates Investment Management in that top holding, then the share count change between reporting periods, and finally the Financial Advocates Investment Management top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
APPLE INC 403,854 +11,696 $66,595
     AAPL403,854+11,696$66,595
MICROSOFT CORP 137,077 +4,553 $39,519
     MSFT137,077+4,553$39,519
FIRST TR VALUE LINE DIVID IN (FVD) 591,667 +14,347 $23,761
     FVD591,667+14,347$23,761
VANGUARD INDEX FDS (VTI) 96,804 +952 $19,758
     VTI96,804+952$19,758
FIRST TR EXCHANGE TRADED FD (FTCS) 247,460 +11,043 $18,050
     FTCS247,460+11,043$18,050
VANGUARD BD INDEX FDS (BND) 216,375 +36,424 $15,975
     BND216,375+36,424$15,975
ISHARES TR (IEFA) 234,397 +33,153 $15,669
     IEFA234,397+33,153$15,669
PACER FDS TR 329,317 +32,485 $15,461
     COWZ329,317+43,992$15,461
ISHARES TR (IVW) 240,990 -2,107 $15,397
     IVW240,990-2,107$15,397
ISHARES TR (IVV) 37,096 +15,653 $15,249
     IVV37,096+15,653$15,249
VANGUARD INDEX FDS (VUG) 61,052 -16,208 $15,229
     VUG61,052-16,208$15,229
NVIDIA CORPORATION 53,793 -486 $14,942
     NVDA53,793-486$14,942
INVESCO QQQ TR 45,567 +15,640 $14,854
     QQQ45,567+15,640$14,854
ISHARES TR (IJH) 57,167 +3,797 $14,301
     IJH57,167+3,797$14,301
J P MORGAN EXCHANGE TRADED F (JPST) 265,772 +33,462 $13,374
     JPST265,772+33,462$13,374
SPDR GOLD TR (GLD)      $13,034
     Call70,977+70,977$13,034
SELECT SECTOR SPDR TR (XLE) 153,492 -6,195 $12,714
     XLE153,492-6,195$12,714
SPDR SER TR (SPYG) 220,300 +65,104 $12,196
     SPYG220,300+65,104$12,196
DIMENSIONAL ETF TRUST (DFAI) 433,703 +24,631 $11,688
     DFAI433,703+24,631$11,688
ISHARES TR (IVE) 76,721 -3,676 $11,672
     IVE76,721-3,676$11,672
FIRST TR EXCHNG TRADED FD VI (UCON) 438,902 +53,926 $10,626
     UCON438,902+53,926$10,626
ISHARES TR (QUAL) 78,964 +17,414 $9,797
     QUAL78,964+17,414$9,797
TESLA INC 44,543 +82,869 $9,241
     TSLA44,543+44,543$9,241
ISHARES TR (IUSG) 102,303 +8,105 $9,082
     IUSG102,303+8,105$9,082
SPDR SER TR (SDY) 72,297 +6,796 $8,944
     SDY72,297+6,796$8,944
FIRST TR EXCHANGE TRADED FD (RDVY) 199,299 +8,621 $8,943
     RDVY199,299+8,621$8,943
FIRST TR EXCHNG TRADED FD VI (FIXD) 195,412 +39,227 $8,805
     FIXD195,412+39,227$8,805
ISHARES INC (IEMG) 173,319 +27,368 $8,456
     IEMG173,319+27,368$8,456
INVESCO EXCHANGE TRADED FD T (RSP) 55,677 -31,388 $8,052
     RSP55,677-31,388$8,052
ISHARES TR (IWM) 44,285 +1,963 $7,892
     IWM44,285+1,963$7,892
SPDR SER TR (SPLG) 163,177 +2,832 $7,857
     SPLG163,177+2,832$7,857
FIRST TR EXCHNG TRADED FD VI (BUFD) 373,325 +34,727 $7,627
     BUFD373,325+34,727$7,627
VANGUARD INDEX FDS (VTV) 54,832 -24,586 $7,573
     VTV54,832-24,586$7,573
DIMENSIONAL ETF TRUST (DFAS) 142,076 -6,315 $7,487
     DFAS142,076-6,315$7,487
FIRST TR MORNINGSTAR DIVID L (FDL) 210,157 -3,484 $7,461
     FDL210,157-3,484$7,461
FIRST TR EXCHANGE TRADED FD (FXH) 68,745 +1,362 $7,392
     FXH68,745+1,362$7,392
ISHARES TR (AGG) 68,982 -16,681 $6,873
     AGG68,982-16,681$6,873
BERKSHIRE HATHAWAY INC DEL      $6,748
     BRK.B21,854-3,689$6,748
ISHARES TR (IJR) 68,397 +8,906 $6,614
     IJR68,397+8,906$6,614
ALPHABET INC 63,000 +12,556 $6,552
     GOOG63,000+12,556$6,552
INVESCO EXCH TRADED FD TR II (SPLV) 99,428 -8,170 $6,204
     SPLV99,428-8,170$6,204
ISHARES TR (IUSB) 133,069 +103,471 $6,141
     IUSB133,069+103,471$6,141
BOEING CO 28,548 +880 $6,064
     BA28,548+880$6,064
DIMENSIONAL ETF TRUST (DFAE) 252,590 +51,372 $5,815
     DFAE252,590+51,372$5,815
COSTCO WHSL CORP NEW 11,680 +665 $5,804
     COST11,680+665$5,804
FIRST TR EXCHANGE TRAD FD VI (FTGC) 244,164 +34,445 $5,735
     FTGC244,164+34,445$5,735
ISHARES TR (IUSV) 76,820 +6,689 $5,668
     IUSV76,820+6,689$5,668
ISHARES TR (SHY) 68,576 -8,156 $5,634
     SHY68,576-8,156$5,634
CHEVRON CORP NEW 34,313 -1,870 $5,599
     CVX34,313-1,870$5,599
SPDR SER TR (BIL) 60,902 -2,251 $5,592
     BIL60,902-2,251$5,592

See Full List: All Stocks Held By Financial Advocates Investment Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Financial Advocates Investment Management

Size ($ in 1000's)
At 03/31/2023: $1,391,339
At 12/31/2022: $1,341,584

Financial Advocates Investment Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Advocates Investment Management 13F filings. Link to 13F filings: SEC filings

Financial Advocates Investment Management Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.