
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
403,854 | +11,696 | $66,595 |
AAPL | 403,854 | +11,696 | $66,595 |
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137,077 | +4,553 | $39,519 |
MSFT | 137,077 | +4,553 | $39,519 |
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591,667 | +14,347 | $23,761 |
FVD | 591,667 | +14,347 | $23,761 |
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96,804 | +952 | $19,758 |
VTI | 96,804 | +952 | $19,758 |
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247,460 | +11,043 | $18,050 |
FTCS | 247,460 | +11,043 | $18,050 |
![]() |
216,375 | +36,424 | $15,975 |
BND | 216,375 | +36,424 | $15,975 |
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234,397 | +33,153 | $15,669 |
IEFA | 234,397 | +33,153 | $15,669 |
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329,317 | +32,485 | $15,461 |
COWZ | 329,317 | +43,992 | $15,461 |
![]() |
240,990 | -2,107 | $15,397 |
IVW | 240,990 | -2,107 | $15,397 |
![]() |
37,096 | +15,653 | $15,249 |
IVV | 37,096 | +15,653 | $15,249 |
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61,052 | -16,208 | $15,229 |
VUG | 61,052 | -16,208 | $15,229 |
![]() |
53,793 | -486 | $14,942 |
NVDA | 53,793 | -486 | $14,942 |
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45,567 | +15,640 | $14,854 |
QQQ | 45,567 | +15,640 | $14,854 |
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57,167 | +3,797 | $14,301 |
IJH | 57,167 | +3,797 | $14,301 |
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265,772 | +33,462 | $13,374 |
JPST | 265,772 | +33,462 | $13,374 |
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$13,034 | ||
Call | 70,977 | +70,977 | $13,034 |
![]() |
153,492 | -6,195 | $12,714 |
XLE | 153,492 | -6,195 | $12,714 |
![]() |
220,300 | +65,104 | $12,196 |
SPYG | 220,300 | +65,104 | $12,196 |
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433,703 | +24,631 | $11,688 |
DFAI | 433,703 | +24,631 | $11,688 |
![]() |
76,721 | -3,676 | $11,672 |
IVE | 76,721 | -3,676 | $11,672 |
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438,902 | +53,926 | $10,626 |
UCON | 438,902 | +53,926 | $10,626 |
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78,964 | +17,414 | $9,797 |
QUAL | 78,964 | +17,414 | $9,797 |
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44,543 | +82,869 | $9,241 |
TSLA | 44,543 | +44,543 | $9,241 |
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102,303 | +8,105 | $9,082 |
IUSG | 102,303 | +8,105 | $9,082 |
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72,297 | +6,796 | $8,944 |
SDY | 72,297 | +6,796 | $8,944 |
![]() |
199,299 | +8,621 | $8,943 |
RDVY | 199,299 | +8,621 | $8,943 |
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195,412 | +39,227 | $8,805 |
FIXD | 195,412 | +39,227 | $8,805 |
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173,319 | +27,368 | $8,456 |
IEMG | 173,319 | +27,368 | $8,456 |
![]() |
55,677 | -31,388 | $8,052 |
RSP | 55,677 | -31,388 | $8,052 |
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44,285 | +1,963 | $7,892 |
IWM | 44,285 | +1,963 | $7,892 |
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163,177 | +2,832 | $7,857 |
SPLG | 163,177 | +2,832 | $7,857 |
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373,325 | +34,727 | $7,627 |
BUFD | 373,325 | +34,727 | $7,627 |
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54,832 | -24,586 | $7,573 |
VTV | 54,832 | -24,586 | $7,573 |
![]() |
142,076 | -6,315 | $7,487 |
DFAS | 142,076 | -6,315 | $7,487 |
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210,157 | -3,484 | $7,461 |
FDL | 210,157 | -3,484 | $7,461 |
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68,745 | +1,362 | $7,392 |
FXH | 68,745 | +1,362 | $7,392 |
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68,982 | -16,681 | $6,873 |
AGG | 68,982 | -16,681 | $6,873 |
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$6,748 | ||
BRK.B | 21,854 | -3,689 | $6,748 |
![]() |
68,397 | +8,906 | $6,614 |
IJR | 68,397 | +8,906 | $6,614 |
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63,000 | +12,556 | $6,552 |
GOOG | 63,000 | +12,556 | $6,552 |
![]() |
99,428 | -8,170 | $6,204 |
SPLV | 99,428 | -8,170 | $6,204 |
![]() |
133,069 | +103,471 | $6,141 |
IUSB | 133,069 | +103,471 | $6,141 |
![]() |
28,548 | +880 | $6,064 |
BA | 28,548 | +880 | $6,064 |
![]() |
252,590 | +51,372 | $5,815 |
DFAE | 252,590 | +51,372 | $5,815 |
![]() |
11,680 | +665 | $5,804 |
COST | 11,680 | +665 | $5,804 |
![]() |
244,164 | +34,445 | $5,735 |
FTGC | 244,164 | +34,445 | $5,735 |
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76,820 | +6,689 | $5,668 |
IUSV | 76,820 | +6,689 | $5,668 |
![]() |
68,576 | -8,156 | $5,634 |
SHY | 68,576 | -8,156 | $5,634 |
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34,313 | -1,870 | $5,599 |
CVX | 34,313 | -1,870 | $5,599 |
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60,902 | -2,251 | $5,592 |
BIL | 60,902 | -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
![]() 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 |