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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
XMESpdr Ser Tr
Recent Activity
New Position
1.03%
$18.223M
198,941 shares@ $91.61 avg price
IQLTIshares Tr
Recent Activity
New Position
0.36%
$6.353M
66,940 shares@ $94.91 avg price
IWBIshares Tr
Recent Activity
New Position
0.27%
$4.718M
91,935 shares@ $51.32 avg price
ICVTIshares Tr
Recent Activity
New Position
0.27%
$4.634M
50,799 shares@ $91.23 avg price
PHMPulte Group Inc
Recent Activity
New Position
0.12%
$2.04M
14,212 shares@ $143.53 avg price
FXIIshares Tr
Recent Activity
New Position
0.08%
$1.391M
11,077 shares@ $125.63 avg price
XBISpdr Ser Tr
Recent Activity
New Position
0.08%
$1.3M
11,968 shares@ $108.63 avg price
GRPMInvesco Exchange Traded Fd T
Recent Activity
New Position
0.08%
$1.247M
10,653 shares@ $117.08 avg price
REZIshares Tr
Recent Activity
New Position
0.06%
$965,569
10,871 shares@ $88.83 avg price
PFXFVaneck Etf Trust
Recent Activity
New Position
0.05%
$858,798
21,567 shares@ $39.83 avg price