§ 13F · FUND PROFILE
Financial Advocates Investment Management.
AUM · $178M (13F)Positions · 104Turnover · n/a · Q3Filed · Nov 6, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 71K | $18M | 10.2% | −68% |
| 2 | GLD | SPDR GOLD TR | 22K | $8M | 4.4% | −60% |
| 3 | AOA | ISHARES TR | 72K | $6M | 3.5% | ±0% |
| 4 | MINT | PIMCO ETF TR | 60K | $6M | 3.4% | −18% |
| 5 | IVV | ISHARES TR | 8K | $6M | 3.2% | −63% |
| 6 | IUSB | ISHARES TR | 101K | $5M | 2.7% | −21% |
| 7 | XLG | INVESCO EXCHANGE TRADED FD T | 80K | $5M | 2.6% | −8% |
| 8 | PTLC | PACER FDS TR | 82K | $5M | 2.5% | −23% |
| 9 | AOM | ISHARES TR | 93K | $4M | 2.5% | +4% |
| 10 | ITA | ISHARES TR | 20K | $4M | 2.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Advocates Investment Management is a Other fund managing $178 million in assets. The fund runs a portfolio of 104 positions.
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