| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 27 | Q2 2024 | 3.3% |
| ISHARES TR | 27 | Q2 2024 | 4.5% |
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 2.3% |
| ISHARES TR | 27 | Q2 2024 | 2.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 1.8% |
| ISHARES TR | 27 | Q2 2024 | 1.4% |
| FIRST TR VALUE LINE DIVID IN | 27 | Q2 2024 | 1.7% |
| ISHARES TR | 27 | Q2 2024 | 1.4% |
| ISHARES TR | 27 | Q2 2024 | 1.3% |
| NVIDIA CORPORATION | 27 | Q2 2024 | 3.7% |
View Financial Advocates Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Financial Advocates Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.