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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
NVDANvidia Corporation
Recent Activity
Increased 4.09%
3.5%
$61.908M↓ Put
509,784 shares@ $121.44 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.79%
2.95%
$52.193M↑ Call
121,296 shares@ $430.3 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.23%
1.52%
$26.805M
96,348 shares@ $278.22 avg price
IEFAIshares Tr
Recent Activity
Increased 11.23%
1.43%
$25.243M
323,196 shares@ $78.11 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.69%
1.39%
$24.58M↓ Put
131,916 shares@ $186.34 avg price
IJHIshares Tr
Recent Activity
Increased 10.14%
1.38%
$24.29M
388,500 shares@ $62.53 avg price
GOVTIshares Tr
Recent Activity
Increased 17.55%
1.27%
$22.319M
951,364 shares@ $23.46 avg price
IUSGIshares Tr
Recent Activity
Increased 15.54%
1.09%
$19.144M↑ Call
145,127 shares@ $131.91 avg price
AGGIshares Tr
Recent Activity
Increased 1.67%
0.98%
$17.174M
170,440 shares@ $100.77 avg price
QUALIshares Tr
Recent Activity
Increased 14.38%
0.9%
$15.872M
95,736 shares@ $165.79 avg price