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Showing Q3 2025 data
Financial Advocates Investment Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Financial Advocates Investment Management
•CIK: 1730293•Filing: Q3 2025
**Financial Advocates Investment Management** is a $178M-AUM manager maintaining a diversified portfolio of 104 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by its top holding in AAPL at $18.2M. Notable allocations include substantial positions in GQ9 ($7.8M) and AOA ($6.3M). This structure suggests a conviction-driven approach targeting established market leaders and thematic opportunities.
Total AUM
$177.9M
QoQ Performance
-84.7%
Positions
52
Top 10 Concentration
37.4%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
AAPL10.2%
GQ94.4%
AOA3.5%
MINT3.4%
IVV3.2%
IUSB2.7%
XLG2.6%
PTLC2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.5%
Technology15.1%
ETF5.9%
Consumer1.6%
Financial0.6%
Communication0.1%
Industrial0.1%
Energy0.1%
🚪 Exited Positionssold since Q2 2025
+504 more exited positions
Changes from Q2 2025
NEW3 new positions
↑13 increased
↓87 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023