Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Advocates Investment Management (CIK 1730293) reported $177.9M across 104 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: AAPL ($18.2M, 10.22%), GLD ($7.8M, 4.36%), AOA ($6.3M, 3.55%), MINT ($6.0M, 3.39%), IVV ($5.7M, 3.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.2M | 10.22% | 71,372 | Trimmed |
| 2 | GLD | SPDR GOLD TR | $7.8M | 4.36% | 21,837 | Trimmed |
| 3 | AOA | ISHARES TR | $6.3M | 3.55% | 71,608 | Added |
| 4 | MINT | PIMCO ETF TR | $6.0M | 3.39% | 59,889 | Trimmed |
| 5 | IVV | ISHARES TR | $5.7M | 3.19% | 8,485 | Trimmed |
| 6 | IUSB | ISHARES TR | $4.7M | 2.66% | 101,424 | Trimmed |
| 7 | XLG | INVESCO EXCHANGE TRADED FD T | $4.6M | 2.60% | 80,409 | Trimmed |
| 8 | PTLC | PACER FDS TR | $4.5M | 2.54% | 82,362 | Trimmed |
| 9 | AOM | ISHARES TR | $4.4M | 2.50% | 93,348 | Added |
| 10 | ITA | ISHARES TR | $4.2M | 2.35% | 19,979 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $4.1M | 2.28% | 12,358 | Trimmed |
| 12 | SPY | SPDR S&P 500 ETF TR | $4.0M | 2.22% | 5,931 | Trimmed |
| 13 | JGRO | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.18% | 41,414 | Trimmed |
| 14 | BND | VANGUARD BD INDEX FDS | $3.7M | 2.06% | 49,253 | Trimmed |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $3.7M | 2.05% | 30,187 | Trimmed |
| 16 | VPU | VANGUARD WORLD FD | $3.1M | 1.75% | 16,395 | Trimmed |
| 17 | DYNF | BLACKROCK ETF TRUST | $3.0M | 1.70% | 50,979 | Trimmed |
| 18 | IVW | ISHARES TR | $3.0M | 1.70% | 24,989 | Trimmed |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $3.0M | 1.67% | 12,012 | Trimmed |
| 20 | MUB | ISHARES TR | $2.9M | 1.65% | 27,564 | Trimmed |
| 21 | SPDV | ETF SER SOLUTIONS | $2.8M | 1.56% | 79,724 | Trimmed |
| 22 | IGSB | ISHARES TR | $2.7M | 1.53% | 51,395 | Trimmed |
| 23 | EFV | ISHARES TR | $2.5M | 1.42% | 37,332 | Trimmed |
| 24 | SLV | ISHARES SILVER TR | $2.4M | 1.37% | 57,484 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $2.4M | 1.33% | 4,562 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30