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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
EFAVIshares Tr
Recent Activity
Exited
0%
$2.464M
77,282 shares@ $31.89 avg price
IXNIshares Tr
Recent Activity
Exited
0%
$2.053M
20,249 shares@ $101.41 avg price
RWRSpdr Ser Tr
Recent Activity
Exited
0%
$558,362
5,997 shares@ $93.11 avg price
LVHILegg Mason Etf Invt
Recent Activity
Exited
0%
$544,213
18,361 shares@ $29.64 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$486,036
13,670 shares@ $35.56 avg price
PSIInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$427,737
6,810 shares@ $62.82 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$416,667
2,770 shares@ $150.43 avg price
IYLDIshares Tr
Recent Activity
Exited
0%
$411,127
4,725 shares@ $87.02 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$382,662
1,976 shares@ $193.66 avg price
PTINPacer Fds Tr
Recent Activity
Exited
0%
$379,200
13,112 shares@ $28.93 avg price