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Doug Whittle

@Financial Advocates Investment Management

Latest period2024 - Q3ReportedManaged Assets$1.77BTotal holdings750
Assets growth rate9.75%Assets growth rate (2-Q avg)1.55%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Advocates Investment Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 750 positions.

Assets under management

The assets under management (AUM) of Financial Advocates Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.77B in assets, with a quarterly growth rate of 9.75% and a 2-quarter average growth rate of 1.55%. The portfolio is managed by Doug Whittle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.71%
4.83%
$85.447M↓ Put
366,727 shares@ $233.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -8.98%
3%
$53.054M↓ Put
92,468 shares@ $573.76 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.61%
1.68%
$29.606M
356,813 shares@ $82.98 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -5.49%
0.95%
$16.731M
43,702 shares@ $382.85 avg price
IVWIshares Tr
Recent Activity
Decreased -20.93%
0.95%
$16.717M
189,627 shares@ $88.16 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -6.68%
0.91%
$16.067M↓ Put
32,920 shares@ $488.07 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.69%
0.74%
$13.066M
193,582 shares@ $67.5 avg price
IVEIshares Tr
Recent Activity
Decreased -7.15%
0.73%
$12.819M
65,138 shares@ $196.8 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.64%
0.71%
$12.415M
69,295 shares@ $179.17 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.55%
0.6%
$10.534M
156,040 shares@ $67.52 avg price