Financial Advocates Investment Management - Portfolio overview

Financial Advocates Investment Management has 104 reported holdings in this dataset, with the latest filing dated 2025-11-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.22%
2. GLD - SPDR GOLD TR, 4.36%
3. AOA - ISHARES TR, 3.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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