Financial Advocates Investment Management

Est. AUM

$177.9M

13F long equity, this entity only

Positions

104

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$18.2M	71372	10.22%	SOLE
2	SPDR GOLD TR	GOLD SHS	$7.8M	21837	4.36%	SOLE
3	ISHARES TR	CORE 80/20 AGGRE	$6.3M	71608	3.55%	SOLE
4	PIMCO ETF TR	ENHAN SHRT MA AC	$6.0M	59889	3.39%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$5.7M	8485	3.19%	SOLE
6	ISHARES TR	CORE TOTAL USD	$4.7M	101424	2.66%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$4.6M	80409	2.60%	SOLE
8	PACER FDS TR	TRENDP US LAR CP	$4.5M	82362	2.54%	SOLE
9	ISHARES TR	CORE 40/60 MODER	$4.4M	93348	2.50%	SOLE
10	ISHARES TR	US AER DEF ETF	$4.2M	19979	2.35%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	12358	2.28%	SOLE
12	SPDR S&P 500 ETF TR	TR UNIT	$4.0M	5931	2.22%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$3.9M	41414	2.18%	SOLE
14	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	49253	2.06%	SOLE
15	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.7M	30187	2.05%	SOLE
16	VANGUARD WORLD FD	UTILITIES ETF	$3.1M	16395	1.75%	SOLE
17	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.0M	50979	1.70%	SOLE
18	ISHARES TR	S&P 500 GRWT ETF	$3.0M	24989	1.70%	SOLE
19	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.0M	12012	1.67%	SOLE
20	ISHARES TR	NATIONAL MUN ETF	$2.9M	27564	1.65%	SOLE
21	ETF SER SOLUTIONS	AAM S&P 500	$2.8M	79724	1.56%	SOLE
22	ISHARES TR	ISHS 1-5YR INVS	$2.7M	51395	1.53%	SOLE
23	ISHARES TR	EAFE VALUE ETF	$2.5M	37332	1.42%	SOLE
24	ISHARES SILVER TR	ISHARES	$2.4M	57484	1.37%	SOLE
25	MICROSOFT CORP	COM	$2.4M	4562	1.33%	SOLE
26	ISHARES TR	7-10 YR TRSY BD	$2.4M	24395	1.32%	SOLE
27	ISHARES TR	MSCI USA QLT FCT	$2.3M	12028	1.31%	SOLE
28	ISHARES TR	MSCI USA MIN VOL	$2.2M	21568	1.25%	SOLE
29	ISHARES TR	S&P 500 VAL ETF	$2.1M	10181	1.18%	SOLE
30	ISHARES TR	S&P 100 ETF	$2.0M	6106	1.14%	SOLE
31	ISHARES INC	CORE MSCI EMKT	$1.9M	29509	1.09%	SOLE
32	META PLATFORMS INC	CL A	$1.7M	2343	0.97%	SOLE
33	ALPHABET INC	CAP STK CL C	$1.7M	7052	0.97%	SOLE
34	SPROTT PHYSICAL SILVER TR	TR UNIT	$1.7M	105499	0.93%	SOLE
35	PIMCO ETF TR	25YR+ ZERO U S	$1.5M	22499	0.86%	SOLE
36	NVIDIA CORPORATION	COM	$1.5M	8160	0.86%	SOLE
37	ISHARES TR	MBS ETF	$1.4M	15174	0.81%	SOLE
38	AMAZON COM INC	COM	$1.4M	6391	0.79%	SOLE
39	ISHARES TR	0-5 YR TIPS ETF	$1.4M	13137	0.76%	SOLE
40	PACER FDS TR	US CASH COWS 100	$1.3M	22885	0.74%	SOLE
41	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	14009	0.72%	SOLE
42	VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	16749	0.72%	SOLE
43	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.3M	33078	0.70%	SOLE
44	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	8265	0.65%	SOLE
45	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.1M	20628	0.62%	SOLE
46	VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	14356	0.59%	SOLE
47	SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.0M	7519	0.59%	SOLE
48	VANGUARD INDEX FDS	SMALL CP ETF	$1.0M	4100	0.59%	SOLE
49	ALPHABET INC	CAP STK CL A	$1.0M	4286	0.59%	SOLE
50	VANGUARD WORLD FD	MEGA GRWTH IND	$958K	2381	0.54%	SOLE

1–50 of 104

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.